这些词放在一份硅谷顶级风投的年度展望里，多少有些违和。过去二十年，风险投资的逻辑是逃离物理世界——越轻越好，越数字化越好，最好是纯软件，边际成本为零，可以无限复制。工厂、矿山、流水线，太重、太慢、太难标准化，不是VC该碰的生意。
"But then you start to get out, and you see whales, seals and islands on boats, and then little trips out in small aircraft. And you think, 'this is pretty brilliant'. This year, I've been so lucky to see an emperor penguin colony. It's like something from a David Attenborough documentary."
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on the stack. Because it knows what size it needs to be (10 times the
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15. 2026年政府工作报告_广东省地方金融监督管理局网, www.gdjr.gov.cn/gdjr/jrzx/g…