量子位AI Agent沙龙实录 | RockFlow创始人：投资是见自己的过程

Core Viewpoint - The interview with Vakee, founder of RockFlow, emphasizes the belief that investing can be simple and enjoyable, aiming to lower barriers for ordinary people to engage in investment activities [3][32]. Group 1: Investment Philosophy - Vakee believes that the complexity of investing is largely a barrier created by professionals, and true investment should focus on efficiently transforming ideas into trading opportunities [7][8]. - The investment process involves five key nodes: inspiration, analysis, strategy, order execution, and position management [72][88]. Group 2: Company Development and AI Integration - RockFlow was founded to create a product that simplifies investment for everyday users, leading to the development of the AI assistant Bobby [5][35]. - The company aims to reduce the complexity of trading by utilizing AI to enhance user experience and facilitate the transformation of ideas into actionable investment decisions [41][42]. - The introduction of generative AI and large models has been pivotal for RockFlow, enabling the development of more interactive and personalized investment tools [43][47]. Group 3: Market Trends and User Engagement - The financial industry is predicted to see a shift where AI-related subscription revenues may surpass traditional commission and interest income, indicating a significant change in business models [57][59]. - Younger investors are increasingly using investment as a means of self-expression and lifestyle representation, with a notable trend of early engagement in investment activities [110]. Group 4: Risk Management and User Education - Vakee emphasizes that risk management is crucial in investing, and the goal is to help users develop better investment habits and discipline [23][95]. - The AI assistant Bobby is designed to assist users in making informed decisions and managing risks effectively, thereby enhancing their overall investment experience [92][99].