Founder Logic
10 posts in this stream.
The One Thing That Matters: Liang Wenfeng’s Investor Conversation
The bilingual transcript of Liang Wenfeng’s investor conversation on vision, restraint, open source, AGI, compute, and the one interest a company cannot surrender.
The Profession of Being Wrong
Why nine out of ten founders may leave because they can no longer bear being wrong publicly, repeatedly, and expensively.
Why Class Hierarchies Harden
The Tao Te Ching, compounding advantage, and the people who reopen closed systems of value.
Designing Failure into the Path to Truth
Why uncertain work needs experiments that let reality say no early, clearly, and usefully.
The Most Hidden and Most Obvious Cultural Difference Between China and the West
China's real commercial scarcity is not demand or supply, but a professional service ethic strong enough to be trusted and replicated at scale.
The Death of Coordination Tax
Why AI-native organizations should eliminate coordination overhead instead of trying to manage it better.
Be Loyal to Yourself, Not to Your To-Do List
Why forcing yourself through a task list often creates civil war, and why real discipline begins when the self, not the checklist, becomes the object of loyalty.
Why Great Strategists Rarely End Up in Charge
Why the people who understand power best often end up beside the throne rather than on it.
In Bazi, Strength Really Is a Kind of Privilege
If the self in a chart is genuinely strong, it carries structural advantages: more load-bearing capacity, more tolerance for pressure, and a greater ability to make rather than merely follow rules.
The Scale of Your Game
What early TikTok taught me about low-friction organizations, collective flow, and why scale destroys that magic.