早期项目投资的关键是要看准并且重仓投资，看重是零和一的区别，而是否重仓，则是零和一后面的零。没有最开始的那个1，则后面再多零也是零。但如果前面是1，但是后面的零不够，那也是白搭。

在一个还处在早期的领域里面淘金，往往比在成熟领域里面内卷，要轻松得多。但是在早期领域挖掘投资机会，需要更多的想象力，也要拥有更为谨慎的评估体系和方法，才能够筛选出真正有可能变成大项目的机会。

Panning for gold in a field that is still in its early stages is often much easier than rolling in a mature field. However, mining investment opportunities in early-stage areas requires more imagination and a more cautious evaluation system and method to be able to screen out opportunities that are likely to become large projects.

People's demand for AI can be said to be unlimited. Comparing chatGPT to an iphone moment is likely to underestimate AI. The iphone may be a little brother in front of AI, this is not the iphone memont, this is a genetic mutation of human intelligence, from apes to humans.

人们对于AI的需求可以说是无限的，把chatGPT比作是iphone moment，很有可能是小看了AI了。iphone在AI面前可能是一个小弟弟，这不是iphone memont，这是人类智力的基因突变，从此从人猿变成了人类。
twitter.com/draecomino/status/1642980931945500672

很多创作者使用lens之后，如果有人collect了他们的作品，他们都会经历一次颅内高压，一次欣喜甚至狂欢，有点被闪电击中的感觉。因为他们发的内容可以直接给他们带来经济收益。这在很多web2平台上面是实现不了的。而且这种收入是即时的，现在是没有任何中间费用的。
twitter.com/valeinallcaps/status/1643019887235801088?s=20

The business model of web2 social determines that it is impossible to share revenue and profits with users. It will do everything possible to improve user experience, let users spend as long as possible, and then obtain higher income and profits. As a closed platform, its innovation speed is definitely not as fast as that of an open platform, and web3 social is an open platform.

Judging from the above logic, the crisis of Country Garden is far from resolved. Therefore, the crisis of Country Garden Services has not been resolved, and Country Garden Services itself also has the risk of goodwill impairment.

Country Garden's market is mostly concentrated in low-tier cities. In theory, Country Garden will have a much harder time spending the winter than those real estate companies concentrated in first- and second-tier cities.