. @cdixon Dixon 是 a16z Crypto 核心負責人,硅谷代表性投資人,風格是極早期 + 高賠率判斷。Coinbase、Stripe 都是他在行業還沒形成時就押中的 “基礎設施級公司”
我總結了他的 100 篇文章,去掉了那些過時和判斷錯誤的部分,只留精華 👇
一、怎麼判斷一個技術/項目是不是「真的」
Dixon 有一套貫穿所有文章非常清晰的判斷標準:
「聰明人周末在幹什麼,十年後所有人工作日都在幹」
Business people vote with their dollars, and are mostly trying to create near-term financial returns. Engineers vote with their time, and are mostly trying to invent interesting new things. Hobbies are what the smartest people spend their time on when they aren't constrained by near-term financial goals.
這是一個具體的信號檢測方法:不看哪個項目融了多少錢,看頂尖工程師業餘時間在折騰什麼
2013 年他用這個框架列了清單:
Bitco
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