Where Investment Judgment Began
Merrill Lynch Principal InvestmentsMy first investment taught me to keep open the possibility of solving problems together, especially when things get difficult.
Investor.
Entrepreneur.
Observations and reflections.
02 / BACKGROUND
Experience informs.
Practice refines.
From Wall Street to Silicon Valley.
Rethinking investing through AI.
Three Questions to Ask Before Starting a Fund
From NewQuest to TPG CapitalStarting a fund, like starting a business, begins with three questions: Why this direction? Why us? Why now?
Moving Forward by Changing Course
From AI Infrastructure to Applications: Founding Shuimu BaiwenFrom underlying models to AI products for children, Shuimu Baiwen found its market through several changes of direction. Building the business also changed the questions I ask about AI investments.
A Missed Opportunity, and Something I Have Long Wanted to Build
Founding OutridgeConnecting entrepreneurs from different fields to assess opportunities and make things happen together. This was one of the starting points for Outridge.
03 / INVEST IN AI ERA
Rethinking investment in the AI era
Find where technological progress meets user needs, understand the value of data, and explore how people and AI can work together.
AI investment writing to come
Essays on users, taste, data and feedback loops.
04 / SHORT NOTES
Observations and reflections.
Short observations, as they come. Notes will appear here soon.
Imagination in the AI era comes half from quiet reflection, half from the meeting of minds.
05 / COLLABORATIONS
Some interesting experiences
Learn from others’ stories. Work through your own questions.
STORIES
Illustrated cases to come
Real experiences will be presented in anonymised form.
06 / CONVERSATION
A conversation starts
with a specific question.
U.S. technology, private markets,
and where investing meets company building.