Venture Capital & Investing

A Lesson from a VC Interview: You Must Have Your Own View

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Robin’s experience

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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.
Trees at different stages of growth with connected roots on cream paper, suggesting patient cultivation and lasting value.
Venture capital & investmentThematic illustration · AI generated

Full text — English translation

A hiring story from my firm: #YouMustHaveYourOwnView My supervisor recently mentioned a small episode in recruiting. He asked a candidate with strong education and experience—those reaching a second VC interview usually have both—which AI investment opportunities seemed good and worth recommending. The candidate named Knxxxx. As luck would have it, our firm had made a small investment this year. It is not that Knxxxx is bad, but you had better have a distinctive perspective rather than recommend it because you read favorable newspaper or magazine coverage. Deeper questioning quickly exposes the weakness. Two kinds of people have the most information: journalists and taxi drivers. Without your own insights, you offer little more than we get by reading reports for targets. We might get even more information by hiring a journalist. If you think Knxxxx is impressive, recommend it. Even without inside information, though, you should ideally have used the product. Explain your experience, analyze strengths and weaknesses, assess whether its segment can grow, and compare it with competitors in its main and other markets. Being able to articulate your own view is better—in much the same spirit as what we call due diligence. In short, investing requires your own perspective and judgment. Later I will ask my little one which cartoon character my little one likes best, and why. XD

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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