① 他说过的话

10 条

我对此的理论是，很多投资人被他们 2022 到 2025 年的 AI 投资狠狠坑惨了。
I think my theory on that is that a lot of investors have just gotten wrecked by their AI investments from 2022 to 2025.
—— Jeff Morris Jr · [12:10]

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你几乎必须——我不想说得像我们动作太快——但在如今这个阶段你几乎必须在几天内说 yes,否则这笔交易在大多数情况下就溜走了。
You have to say yes almost like within, you know, that I want to sound like we’re moving too fast, but you have to say yes, like within a couple of days at this point or else the deal just kind of gets away in most cases.
—— Jeff Morris Jr · [24:21]

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如果这哪怕是你脑海深处的一丝念头，你就应该考虑给公司转型。
You should consider pivoting the company if it’s at all a thought in the back of your mind.
—— Jeff Morris Jr · [41:17]

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就该给公司转型了，并且要果断地转，带着你创立公司时同样的目标感和速度去做转型，而不是那种软转型。
Versions of whatever your pitch is like to then pivot the company and do so aggressively like with the same intentionality and speed that you found in the company like do that same thing for the pivot as opposed to kind of like soft pivoting.
—— Jeff Morris Jr · [45:00]

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嗯，我那么做是因为我真心觉得没人在乎。
Well, I do that because I truly think that nobody cares.
—— Jeff Morris Jr · [52:01]

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但我觉得 VC 们往往想太多别人有多在乎他们在做的事。
But I think VCs tend to over think how much other people care about what they’re doing.
—— Jeff Morris Jr · [52:23]

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没人在乎，也没人想下载一个新应用。
Nobody cares and nobody wants to download a new app.
—— Jeff Morris Jr · [62:36]

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我觉得那大概就是事情未来的形态，而创始人有时会搞错的一点，是假设人们想要把生活中的一切都自动化。
I think that’s probably like in the shape of what things might look like where I think sometimes founders get things wrong is assuming that people want to automate everything in their lives.
—— Jeff Morris Jr · [67:35]

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按我的理论，现在在种子阶段挑出一家获胜公司，比五年前难得多、难得多。
I would say right now, it’s like much, much harder to pick a winning company at the seed than it was five years ago is my theory.
—— Jeff Morris Jr · [81:29]

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但我想说，对于 99% 的新基金来说，你不应该试图在种子轮交易上和红杉或 Benchmark 竞争。
But I’d say for 99% of new funds, like you should not try and compete with the Sequoia or benchmark on a seed deal.
—— Jeff Morris Jr · [90:34]

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② 出现在这些集

1 集

• 《轮次标签已死：一位早期风投人的进化手册》 — 作为主持

③ 他谈到的

点进去有真内容 —— 本页主要出口

Chapter One · Tinder · Zarly · Sequoia · Erebor · Paradigm · 种子轮 · 转型 · 命中率 · 投资组合构建

④ 也在聊「创业与行业」的人