周楠 Nan Zhou

周楠 Nan Zhou在「课代表立正」的4期对谈（2024–2026），包括《2026年，硅谷创投，几乎不看AI应用了？｜硅谷一线投资人周楠》。2026年节目中的介绍：高通创投投资合伙人。

节目中的介绍：

Why a Good AI Product May Be the Wrong Venture Bet

Nan Zhou on fund economics, founder judgment, and the difference between seeing an opportunity and being able to invest.

Fund size changes what a good investment looks like. A useful, profitable product can be an attractive business and still be too small for a particular fund's return requirements.
Conviction starts with a hypothesis and earns its credibility through risk analysis. A technical insight must survive questions about the market, engineering, team, timing, and execution.
Founder quality becomes visible over time. Zhou's examples include Scale AI's response to a changing customer market and the engineers who followed Cerebras's founder into another difficult company.