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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
“Sequoia Capital China partner; primary speaker discussing 20+ years of Chinese venture capital cycles and AI investment thesis”
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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