Business Reflections
I’m drawn to the moment an idea leaves the lab and becomes part of someone’s everyday life. Someday, I may build a company of my own. I want to understand how something one person imagines can come to matter to many.
That curiosity took me to a buyout fund. I came away with a belief: the value of a technology becomes clearer in the commitments people make around it: the habits they change, the trust they place, and the money they keep spending. I’m interested in how those commitments turn a promising idea into a lasting business.
Experience
Snowtide Capital
Investment Research Intern · Sourcing & Technical Due Diligence
My work included sourcing AI and SaaS companies, reviewing financial statements and prospectuses, and supporting technical due diligence.
Writing
-
五个月并购实习的思考
Value creation, pricing power, data loops, and AI transformation.
-
并购里的沉没成本
Why walking away can be a meaningful outcome of due diligence.
-
市场的可守性
Scarce supply, lasting customer relationships, and defensibility.
-
在夹缝里把故事讲得滚烫
Observations from meeting founders and visiting companies.
-
产品的起点是不确定性
Uncertainty, trust, and the reasons people turn to a product.
- 成功的手感是被奖励过的偏见
- 留在牌桌上
- 关于产品的想法1
- AI只是杠杆
- 造铲子与长期价值