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张小珺Jùn|商业访谈录 · Dec 21, 2025
126. 和红杉郑庆生聊:经济史的流量革命、人类行为模式的不可预期,与创始人性格
“Zheng Qingsheng's employer; discussed their investment strategy in AI, early-stage focus, and portfolio of model companies”
Economic history and traffic flow as organizing principleAI and large language models investment thesisNetwork effects in AI vs. traditional internet platforms
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