. @cdixon Dixon 是 a16z Crypto 核心负责人,硅谷代表性投资人,风格是极早期 + 高赔率判断。Coinbase、Stripe 都是他在行业还没形成时就押中的 “基础设施级公司”
我总结了他的 100 篇文章,去掉了那些过时和判断错误的部分,只留精华 👇
一、怎么判断一个技术/项目是不是「真的」
Dixon 有一套贯穿所有文章非常清晰的判断标准:
「聪明人周末在干什么,十年后所有人工作日都在干」
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.
这是一个具体的信号检测方法:不看哪个项目融了多少钱,看顶尖工程师业余时间在折腾什么
2013 年他用这个框架列了清单:
Bitcoin、NoSQL、物联网、3D