以下文章来源于i黑马 ，作者i黑马 2018年，我 3000万 投他的公司——找靓机。 吴世春 梅花创投合伙人、黑马加速导师 2020年，他把找靓机 20亿 卖给了转转。 2022年，老温又出来创业，问我有什么创业方向？ 我说，我也不知道，你先跟着我听听课吧。 i黑马 . 让创业者不再孤独@i黑马 2015年，老温（ 温言洁 ）从郑州一个三本学校毕业，去了华强北开始创业。 现在，我还是 他最大的外部股东。 在江西丫山出行的时候，他问我最近在看什么？ 我说，在看 钙钛矿 。 他说，这是什么矿？我说，这是一种新的光伏材料。 他说，我也去研究一下。 过了几个月，他说，春哥，我准备搞钙钛矿了。 先后给他投了三轮，最近的一轮又给他投了一个多亿。 所以， 稀缺性、非共识的无人区， 才是我们未来投资的关键。 这也越来越需要投资人的独立判断。 比如， 新行业投资窗口期很短，更需要"直觉+经验+加码策略判断"。 于是，我就又把钱投给了老温。 对于新行业，我们也不想搞懂它，只要你能自圆其说，把我们说服，我就愿意给钱。 当你能够继续跑出来，我们再继续加码。 现在， 我们更看重像老温这样，从小镇走出来的青年创业者。 他们或许贫穷，但 ...

Core Insights - The article emphasizes the importance of weak links in social networks for identifying investment opportunities, as demonstrated by the investment in Li Auto based on a casual conversation [3][4][5]. - It highlights the distinction between strong links, which provide support, and weak links, which create opportunities, suggesting that both are essential for successful investing [5][6]. - The article discusses the unique value and profitability achieved by Li Auto in the automotive industry, positioning it as a standout investment among companies backed by the firm [6][8]. - The focus on investing in scarce and non-consensus areas is identified as a key strategy for future investments [9][10]. - The need for independent judgment from investors is stressed, particularly in new industries where the investment window is short [10][11]. - The firm plans to invest no less than 1.5 billion in the second half of the year, indicating strong financial capacity for new investments [12][13]. Investment Strategy - The article outlines a systematic approach to investment, emphasizing the need for industry insight, model design, and resource aggregation to make informed decisions [14][17]. - It introduces a specialized training program aimed at enhancing entrepreneurs' capabilities in industry insight, model design, and resource aggregation [14][17]. - The program includes interactive sessions where participants can engage directly with mentors to address specific business challenges [15][28]. Investment Focus - The firm is strategically investing in sectors such as consumer technology, new energy, semiconductors, military industry, digitalization, intelligent manufacturing, and commercial aerospace [24][34]. - The investment portfolio includes over 600 companies, with a focus on those that have the potential for significant growth and market presence [21][24]. Case Studies and Examples - The article provides examples of various companies that have received investment, detailing their industry focus and funding rounds [32]. - It emphasizes the importance of aligning investment strategies with emerging trends and market demands to maintain a competitive edge [27][28].

Core Viewpoint - The article emphasizes the importance of investing in unique and non-consensus sectors, particularly focusing on young entrepreneurs from small towns who possess ambition and intelligence, regardless of their educational background [14][19][25]. Investment Strategy - The investment strategy highlights the need for independent judgment from investors, especially in new industries where the investment window is short [15][16]. - The company plans to invest no less than 1.5 billion in the second half of the year, indicating a strong financial position [28]. Entrepreneurial Characteristics - The article discusses the traits of successful entrepreneurs, describing them as "resilient, smart, poor, and ambitious," contrasting them with traditional high-education entrepreneurs [26][24]. - Examples of successful entrepreneurs include those with limited formal education, such as the founders of various startups [22][23]. Investment Focus - The company is committed to investing in projects that meet societal needs, with a focus on sectors like consumer technology, new energy, semiconductors, military industry, digitalization, intelligent manufacturing, and commercial aerospace [35][46]. - The investment portfolio includes over 600 companies, with a fund management scale exceeding 10 billion [35]. Educational Initiatives - The article promotes a specialized training program aimed at enhancing industry insights, business model design, and resource aggregation for entrepreneurs [30][39]. - The program includes interactive sessions where participants can discuss their projects and receive feedback from experienced mentors [31][41].