当AI浪潮席卷全球，科技革命正以前所未有的速度重塑产业边界与人类未来。站在2026年的起始进行 展望，在这一浪潮之下，哪些是真机遇，哪些是伪风口？范式变革中，创业投资基本法则，变还是不 变？巨头碾压之下，AI创业者的生存策略有哪些？通用人工智能时代即将到来，企业和人类将面临哪 些挑战？新年伊始之际，第一财经记者葛唯尔对话硅谷知名孵化器Founders Space创始人兼首席执行 官、天使投资人史蒂夫·霍夫曼，深度解码2026全球科技创新趋势与风险投资。 2026全球科创趋势展望 霍夫曼在Founders Space内部长期倡导"小团队、小预算、短周期"的精益创业理念，并且取得了显著成 效。在他看来，即便身处AI浪潮，这样的创业逻辑依然适用。他引用了亚马逊CEO杰夫·贝索斯的"两个 披萨原则"进一步说明，无论是大公司内部创新项目，还是小团队的独立创业，规模应控制在两个披 萨"能喂饱"的人数范围内，因为小团队的扁平结构更利于高效沟通、快速试错与迭代创新。 史蒂夫·霍夫曼（Steve Hoffman），创业孵化器Founders Spaces创始人兼CEO，在硅谷创投圈常被人称 为"霍夫曼船长"（Captain H ...

当AI浪潮席卷全球，科技革命正以前所未有的速度重塑产业边界与人类未来。站在2026年的 起始进行展望，在这一浪潮之下，哪些是真机遇，哪些是伪风口？范式变革中，创业投资基本法 则，变还是不变？巨头碾压之下，AI创业者的生存策略有哪些？通用人工智能时代即将到来，企 业和人类将面临哪些挑战？新年伊始之际，第一财经记者葛唯尔对话硅谷知名孵化器Founders Space创始人兼首席执行官、天使投资人史蒂夫·霍夫曼，深度解码2026全球科技创新趋势与风险投 资。 2026全球科创趋势展望 史蒂夫·霍夫曼（ Steve Hoffman ），创业孵化器 Founders Spaces 创始人兼 CEO ，在硅谷创投圈 常被人称为"霍夫曼船长"（ Captain Hoff ）。在此次与第一财经记者葛唯尔对话时，霍夫曼指出， AI 正成为所有行业不可或缺的底层架构，其影响力如同当年的互联网浪潮。如他所见，当前硅谷几乎所有 获得风投的初创企业都与 AI 相关，这种盛况前所未有。 在霍夫曼看来，当下正处于AI浪潮的萌芽阶段，未来还有巨大的发展空间。他认为，大多数企业对 现有AI技术的利用可能还不足5%，这意味着仅现有技术即可释放超 ...

硬氪获悉，专注于智能体感游戏外设的企业「Action&Link」近日完成数百万元种子轮融资。「Action&Link」成立于2023年，其创始人戎思佳是95后，此次 创业对他来说是兴趣、思考和技术的结合。我们总结了本轮融资信息和该公司几大亮点： Action&Link Portal体感控制器 1. 融资金额及投资机构 融资轮次：种子轮 融资规模：数百万元人民币 投资方：真格基金 资金用途：扩张团队，重点补充软件算法研发人员、运营人员。建立供应链，实现产品量产。 2. 公司基本信息 成立时间：2023年 注册地址：上海 产品和技术亮点：Action&Link Portal体感控制器是一款创新的体感交互设备，不管在PC端还是Switch上还是手机平台上，不管是3A大作还是休闲小游戏， 能将大家熟悉的游戏，比如《原神》《黑神话：悟空》等，转化为全身参与的体感体验。简单来说，当你挥动手臂，游戏里的角色也会同步挥剑，你的身体 就是最自然的操作器。公司目前通过3D打印的1000个产品已全部售完，正在开模量产中。 硬氪：您最初为什么想做这样一款产品？ 戎思佳：我本身就比较喜欢玩游戏，尤其是RPG类游戏和开放世界这类游戏的忠 ...

Group 1: Entrepreneurial Journey - The initial entrepreneurial experience highlighted the lack of knowledge and resources, leading to a realization that being a CEO without understanding the business landscape can be naive [1][2] - The first project, Building Radar, aimed to automate the collection of construction project information, demonstrating a clear market need and validating the concept with minimal costs [3][4] Group 2: Challenges in Market Adaptation - The attempt to replicate the German model in China faced significant challenges due to a lack of understanding of local market dynamics and customer needs, leading to poor engagement from potential clients [5][6] - The failure to recognize competition and market signals resulted in a misguided focus on the product rather than on creating real value for users [8][9] Group 3: Lessons Learned - The experience underscored the importance of aligning business goals with user needs and the necessity of adapting products to fit local market conditions rather than directly importing foreign models [17][20] - The realization that entrepreneurship should focus on solving user problems rather than merely pursuing the title of CEO or founder [21][22] Group 4: Future Directions - The shift towards industrial big data indicated a pivot from the original business model, emphasizing the need for adaptability and collaboration in new ventures [14][15] - The understanding that successful market entry requires a comprehensive approach that considers cultural, structural, and technological differences between markets [18][19]

Core Insights - Oleve, a startup founded by a team of four university students, has achieved an annual revenue of $6 million within a year, attracting over 5 million users and generating over $500,000 in monthly revenue with a profit margin of 20%-30% [2][6][19] - The company operates as an "AI factory," rapidly generating AI products and utilizing viral marketing strategies to accumulate users, demonstrating a deep understanding of growth strategies in the AI era [3][6] Company Overview - Oleve launched its first product, Quizard AI, a math homework tutoring app, which gained 10,000 users within 30 hours of a TikTok video release that garnered 2.3 million views [5][12] - The second product, Unstuck AI, a learning assistant, achieved over 800,000 users in just nine weeks, with TikTok views exceeding 250 million [14][12] Business Model and Strategy - The company employs a lean startup model with a focus on efficient organization and aggressive growth strategies, leveraging AI tools and continuous process improvement [6][17] - Oleve's marketing strategy includes using viral content on social media platforms, with a focus on user engagement and feedback to enhance product credibility [15][18] Product Development and Technology - Oleve initially utilized OpenAI's Codex model for product development, which allowed them to significantly reduce initial computational costs [9] - The company has developed a structured approach to manage AI outputs, ensuring that their processes are repeatable and testable [17] Organizational Structure - Oleve's team consists of four core members, with a focus on cross-functional roles and a clear division of responsibilities, ensuring high efficiency despite a small team size [20][23] - The company emphasizes hiring individuals with complementary skills, adhering to the principle of "hire the right person or don't hire at all" [23] Market Position and Future Outlook - Oleve positions itself as a consumer-focused AI company, likening its approach to that of Pixar in the consumer AI space [8][6] - The startup's success reflects a broader trend in the AI industry, where low barriers to entry for application development and innovative marketing strategies can lead to rapid user acquisition and revenue growth [26][28]

Core Insights - The article discusses the high failure rate of startups, with over two-thirds never providing positive returns to investors, and explores common patterns leading to these failures [1] - It highlights the importance of not only the founder's qualities but also the contributions of other stakeholders, including employees, strategic partners, and investors, in determining a startup's success [2] Group 1: Startup Failure Patterns - Many startups fail due to poor collaboration among founders and team members, as seen in the case of Quincy Apparel, where the founders' friendship hindered effective decision-making [4] - Lack of industry experience among founders can lead to significant operational challenges, as demonstrated by Quincy Apparel's struggles with production and inventory management [6] - Investors also play a crucial role; inadequate funding and misaligned expectations can exacerbate a startup's challenges, as seen with Quincy Apparel's inability to secure sufficient capital for growth [5] Group 2: Lean Startup Methodology - The article critiques the common misapplication of lean startup principles, emphasizing that many entrepreneurs rush to market without proper customer research, leading to wasted resources [7][8] - Successful implementation of lean startup methods requires thorough customer exploration before product development, which was overlooked by the team at Triangulate, resulting in their failure [8] - Entrepreneurs must balance action with research; impulsive decisions can lead to premature product launches and missed opportunities for valuable feedback [9][10] Group 3: Broader Implications of Startup Failures - The narrative around startup failures often romanticizes the experience, but it can lead to significant economic waste and deter potential entrepreneurs from taking risks [10][11] - Recognizing and addressing common failure patterns can help reduce the frequency of startup failures, leading to a more productive and diverse entrepreneurial ecosystem [11]