A Lesson from a VC Interview: You Must Have Your Own View
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Collected in Robin Shen’s Field Notes · Content type and attribution are shown above
English translation of the Chinese post originally published 2021-04-17. Translated 2026-10-27 with AI assistance. Historical figures and claims have not been updated or independently verified. 中文原文
Reading guide
Robin recounts a hiring interview. A strong candidate—second-round VC interviewees generally have good backgrounds—was asked to recommend an AI investment. The candidate named Knxxxx, which Robin’s firm had also backed that year. The problem was not the company; it was recommending it simply after reading favorable coverage, without a distinctive view that could withstand deeper questions. Journalists and taxi drivers have abundant information too. Due diligence means using the product, assessing strengths and weaknesses, comparing the segment and competitors, and explaining a view of your own. Investing requires independent judgment. The company name remains masked as in the source.
Key points
- Recommending a company solely from favorable coverage quickly falls apart under questioning.
- Journalists and taxi drivers are both information-rich.
- Develop your view to due diligence standards: use the product and assess its strengths and weaknesses.
- Investing requires your own perspective and judgment.

Full text — English translation
These articles are personal notes, book excerpts, and collected reprints. Figures and events reflect the time of the original publication, are not current information, and do not constitute investment advice.
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