Core Insights - The article emphasizes the importance of having a few standout projects in an investor's career, with Yushu Technology being one of them, showcasing the journey of investment and growth alongside the company [3][4][6]. Investment Journey - In October 2017, the company identified Yushu Technology through reports highlighting its competitive pricing and performance compared to Boston Dynamics, which was a significant opportunity in the robotics sector [4][5]. - The initial meeting with the founder, Wang Xingxing, revealed his deep understanding of cost and pricing strategies, which impressed the investment team [4][5]. - A critical mistake was made by the company in not investing early due to biases regarding the founder's educational background, which led to a reevaluation of their talent assessment model [6][8]. Strategic Insights - Yushu Technology's strategy of offering products at "10 times better price" compared to competitors established its market dominance and facilitated the widespread application of its robots [5][10]. - The company adopted a differentiated technological approach by focusing on electric motors rather than hydraulic systems, balancing performance with manufacturability [10][11]. - A flexible delivery model, akin to crowdfunding, allowed Yushu to validate demand and maintain profitability despite initial funding challenges [10]. Expert Network Development - The company has been actively mapping top AI talent and leveraging endorsements from experts in the field, which has strengthened its market position [7][8]. - The emphasis on building a network of true experts and understanding genuine market needs has become a cornerstone of the company's investment philosophy [8]. Market Validation - By 2023, Yushu Technology had achieved significant revenue, primarily from international markets, which was validated through direct observations of its products in leading AI laboratories [9][10]. - The company’s commitment to real-world validation of its products has led to a stronger investment stance, rejecting offers to sell shares in favor of long-term holding [9]. Conclusion - The journey with Yushu Technology has reinforced the value of counter-consensus thinking and long-term investment strategies, highlighting the importance of staying true to foundational principles in the face of market challenges [12][14].