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对话松禾资本厉伟:不幻想自己是天才,老老实实按常识做事
3 6 Ke· 2025-08-14 00:59
Group 1 - The core viewpoint of the article emphasizes the resilience and innovative spirit of Shenzhen, as expressed by investor Li Wei, who believes the city is determined to push forward [1][4]. - Li Wei has invested in three notable entrepreneurs from the 1980s across different industries: Xu Li of SenseTime, Wang Tao of DJI, and Liu Zihong of Royole Technology. DJI dominates over 80% of the global non-military drone market, while SenseTime is a strong competitor in the generative AI space. However, Royole has faced significant challenges, leading to its bankruptcy restructuring in May 2024 [2][3][10]. - Despite the failure of Royole, Li Wei remains supportive of Liu Zihong, having invested over 1 billion yuan in the company since its angel round in 2012. He believes in Liu's potential as a scientist and entrepreneur, despite the latter's struggles in business management [2][10]. Group 2 - Li Wei reflects on the importance of luck in success, stating that while effort is crucial, external factors also play a significant role. He believes that if everyone could predict the future, the world would be different [18][19]. - The article discusses the contrasting paths of Liu Zihong and Wang Tao, highlighting that DJI's business model required less capital and market education compared to Royole's, which needed extensive collaboration with terminal manufacturers [20][21]. - Li Wei expresses regret over missed opportunities, such as not investing in CATL, emphasizing that in emerging industries, leading companies are often undervalued [27][28]. Group 3 - The article mentions that Li Wei's investment philosophy is shaped by a balance of idealism and pragmatism, where he values technological advancement and the capabilities of entrepreneurs [5][39]. - Li Wei's father, Li Yining, a prominent economist, has significantly influenced his approach to business and ethics, emphasizing the importance of character in entrepreneurship [4][51][52]. - The discussion includes Li Wei's views on the necessity of continuous learning and adaptation in the fast-evolving tech landscape, advocating for a mindset that embraces both common sense and innovative thinking [42][48].