地平线余凯：巴菲特芒格是绝对偶像，创业本质也是一种投资

Core Viewpoint - The article emphasizes the journey of Horizon Robotics, led by CEO Yu Kai, highlighting the importance of resilience, optimism, and a long-term investment mindset in entrepreneurship [4][5][10]. Group 1: Company Development and Philosophy - Horizon Robotics has grown from a startup to a company with a market value exceeding 100 billion HKD, showcasing its successful trajectory in the tech industry [4]. - The company prioritizes a "boring" yet sustainable business model over flashy success, focusing on long-term survival and consistent performance [5][15]. - Yu Kai admires investment legends like Warren Buffett and Charlie Munger, believing that entrepreneurship is fundamentally about making long-term investment decisions [5][14]. Group 2: Challenges and Resilience - Yu Kai discusses the numerous dark moments faced during the company's journey, emphasizing the need for mental strength and the ability to forget past difficulties to focus on the present and future [8][9]. - The concept of "mindless optimism" is highlighted as a crucial trait for entrepreneurs to overcome challenges and maintain motivation [9][11]. - The company adopts a risk-averse strategy, focusing on identifying potential pitfalls rather than solely chasing opportunities, which has been integral to its survival [22][15]. Group 3: Market Position and IPO Strategy - Horizon Robotics has maintained a market-driven and product-oriented approach, which has positioned it favorably in the competitive landscape of AI and robotics [17][18]. - Despite a challenging IPO environment in Hong Kong, the company successfully attracted significant international investment, demonstrating confidence in its long-term vision [18]. - The firm believes in the fairness and transparency of the Hong Kong market, which aligns with its strategy to attract global capital [18]. Group 4: Entrepreneurial Mindset and Advice - The article stresses the importance of continuous personal growth and adaptability in entrepreneurship, encouraging a focus on daily progress rather than comparisons with others [25][26]. - Yu Kai advises entrepreneurs to maintain unwavering faith in the future and to prepare for crises during prosperous times, emphasizing the cyclical nature of business [26][27]. - The need for a strong company culture and values is highlighted as essential for navigating challenges and ensuring team cohesion [27].