1️⃣ 关于独角兽公司成长周期 虽然我们的部分投资组合公司在 5–10 年内达到了独角兽地位，但更加现实（而且很常见）的情况是——即使成长速度很快，也通常需要 10–20 年才能达到那个层级。 2️⃣ 关于成功创始人的健康消费趋势 就像财富管理公司会在创始人卖掉公司后疯狂追着他们推服务一样，我认为健康类公司也会把这些成功创始人视为理想的目标客户。 我认识的几乎每一位成功的连续创业者，在「成功之后」都会把健康放在第一优先级。 3️⃣ 关于 2026 年趋势预测：消费级健康产业大爆发 我对 2026 年的一个预测是：消费健康公司会在明年成为更大的趋势。 以 Function Health 为先锋，然后是大量快速成长的新兴公司，它们帮助消费者延长寿命、提升长期健康，包括： * 生理数据监测 * 更多蛋白质摄入的食品与饮料 * 其他围绕长寿与健康改善的产品和服务 1️⃣ Unicorn timelines “While we have portfolio companies that have gotten to unicorn status in 5–10 years, it's much more realistic (and common) — even on a fast trajectory — to take 10–20 years to get there.” 2️⃣ Health as a priority for founders “Just like how wealth managers bombard successful founders after they sell their companies, I would think that health companies would find that to be a good target audience. Almost every successful serial entrepreneur I know prioritizes their health after they make it.” 3️⃣ 2026 prediction on consumer health “One 2026 prediction I have is that consumer health companies will be an even bigger trend next year. With Function Health leading the way, you have fast growing newer upstarts helping consumers with longevity. Measurement of vitals, F&B for more consumption of protein, etc.”