返回列表
🧠 阿头学 · 💬 讨论题

斯坦福教会创业的,不是资源,而是判断力的训练场

这篇文章最成立的判断是:斯坦福对创业者的核心价值不是名校资源本身,而是用高密度对话、结构化探索和小规模协作,把“开始创业”正常化并逼你形成更清晰的判断;但作者明显高估了环境赋能,低估了泡泡、机会成本和结果不确定性。
打开原文 ↗

2026-05-28 原文链接 ↗
阅读简报
双语对照
完整翻译
原文
讨论归档

核心观点

  • 先把创业从“体面问题”变成“行动问题” 作者判断得对:很多人不是不会分析,而是不敢从一个粗糙、模糊、甚至难为情的起点开始。斯坦福最强的不是给答案,而是通过近距离接触真实创业故事,把“不确定中起步”变成可接受的现实。
  • 问题质量比人脉数量更值钱 作者对 Stanford 邮箱的去魅是站得住的:名校身份只能提高触达率,不能替代思考质量。真正能换来高价值反馈的,不是你认识谁,而是你能否把问题切到足够具体、足够值得回答。
  • 寻找 idea 的关键,不是爱上答案,而是研究世界 390 independent study 和 RDI 被作者当作方法组合,这个判断有可迁移性。它们的价值不在“做了一门课”,而在于强迫创始人从市场变化、痛点强度、替代方案和成立条件出发,避免过早为自己的想法辩护。
  • 联合创始人不能靠配对活动选,只能靠小合作试出来 “minimum viable partnership” 是全文最硬的洞察之一。作者判断正确:真正重要的不是理念是否一致,而是对方是否会跟进、能否干净分歧、是否在不确定里提升彼此判断。
  • VC 视角适合训练判断,但不适合直接当信仰 作者主张学习投资人如何判断项目,这一点有价值,因为它能逼创始人面对市场、时机、团队和证据链。但这里也有明显争议:VC 逻辑天然偏好大市场和高增长项目,拿它做唯一尺子,会系统性忽视小而强、能赚钱但不性感的机会。

跟我们的关联

  • 对 ATou 意味着什么、下一步怎么用 这篇文章最适合拿来校正“资源焦虑”。下一步不是继续搜集谁值得见、什么活动值得去,而是先把你正在探索的问题写成 3-5 个可被行业人士直接回答的窄问题,再去外联。
  • 对 Neta 意味着什么、下一步怎么用 它提醒 Neta:研究和创业探索的分界,不在于是否严谨,而在于有没有把问题推向现实世界。下一步可以直接套用“研究世界而不是为想法辩护”的问题链,检查自己是在发现机会,还是在包装偏好。
  • 对 Uota 意味着什么、下一步怎么用 虽然文章主要写创业,但对 Uota 的启发很实用:不要先追求完美搭子或完美项目,先做一次低成本共事测试。下一步可以围绕一个具体议题,拉 1-2 个人做一轮短合作,看信任和效率是否真实增长。
  • 对三者共同意味着什么、下一步怎么用 资源多不等于进展快,热闹也不等于认知更深。下一步应该建立“反馈分层”:客户问流程,运营者问约束,投资人问市场,同行问叙事,把不同来源的反馈拆开处理,避免把礼貌当证据。

讨论引子

1. 如果“高质量问题”这么重要,那它和真实执行力之间的边界在哪里,什么时候继续提问其实是在拖延行动? 2. VC 的判断框架到底是在帮助创始人提升标准,还是在提前把创始人训练成会讲故事的人? 3. 名校创业生态到底是在降低行动门槛,还是也在制造一种“看起来像创业”的幻觉?

写给即将入学的 GSB 和 MSx 同学的一些话,来自一个快要离开的人 如果你来到斯坦福,是希望做出点什么,你大概会忍不住先从那些看得见的资源开始。

我该上哪些创业课?我该参加哪些社团?哪些教授有帮助?哪些加速器重要?我该见哪些投资人?哪些校友会回复我?

这些问题里有很多我自己也问过。但在这里待了一年后,感觉更好的第一个问题其实是,你会怎么利用这个地方,让自己不再独自扛着一个想法?

对我来说,这个想法是在后来慢慢变清楚的,因为我找到了连接自己过去和未来的那根线。我曾在知乎参与过大规模数字知识体系的建设,现在想做的是面向真实行业的 AI 原生知识系统,先从商业地产开始。斯坦福没有直接把这句话交到我手里。它给了我足够多的对话、摩擦和反馈,才让这句话慢慢有了真实感。

下面这些体会,不是一下子同时到来的。有些在最初几周之前和之中就很重要,那时候连开始这件事在心理上都还不自然。还有一些是在秋季学期才开始有用的,因为那时接触面突然变大,问题也需要被整理成结构。更后面的那些,则是在冬季和春季变得更重要,因为探索会逐渐转向合作者、反馈、项目判断和执行。

先让开始这件事变得正常

斯坦福最先改变的,不是你的想法。它先改变的是,你对开始这件事的感受。

按时间顺序看,这是入学第一个月的功课。在想法还不清楚之前,先得让开始这件事在心理上变得可行。

很多人来到这里时,履历很强,也真做过事,但真要自己创办一家公司,心理上还是会觉得别扭。想法还没成形。市场也不清楚。整件事在看起来厉害之前,往往会先让人觉得有点难为情。

斯坦福有帮助,是因为你身边会都是这样起步过的创业者。不只是那些人人都知道的名字,也包括还在摸索销售的近届校友、正在测试小众市场的同学、差点把钱花光的嘉宾讲者,还有那些做出过好公司却从没出名的人。

这就是身在这里的优势。你离故事的两面都足够近。既看得到修饰完成的成功,也看得到那些失败的起步、做出的牺牲、方向转弯、联合创始人之间的紧张、从客户那里学来的硬教训,以及那些理性上本来完全可以放弃的时刻。新鲜的故事尤其重要,因为它们还没有被神话化。

去留意这些细节。去听创业者分享。去读案例。去和近届校友聊。去问同学,他们现在真正卡在哪里。也要看那些没那么大的公司,不要只盯着那些标志性的结果。

重点不是崇拜创业者,也不是照着他们的路去复刻。重点是让开始这件事,在你脑子里变成一种可以选择的现实。创业是一连串在不确定里做出的选择,而真实的人会为这些选择付出真实代价。

在你能带着坚定去做之前,你往往得先相信,起点普通是正常的,挣扎也不代表你做错了。

你的 Stanford 邮箱不是魔法

你手里最简单的工具之一,就是你的 Stanford 邮箱地址。

这会在秋季学期变成一堂课,因为那时接触机会会突然增多,而你得学会区分,见到人和提出有用的问题,不是一回事。

它当然有帮助。一个学生带着认真思考过的问题去联系别人,别人确实会更愿意回复。但真正有价值的,不是那个邮箱地址本身。真正的价值,在于你提出问题时的认真程度。

一封模糊的邮件,就算来自 Stanford,看起来也还是模糊。

不好的版本:

我很想向您请教一下多户住宅地产方面的问题。

更好的版本:

我正在试着理解,为什么合格的租客在看房之后会消失。您在多个市场都有实际运营经验。我能不能请教一下,在看房到提交申请之间,租赁流程通常是在哪个环节出问题的?

第二种写法,会给对方一个可以回应的东西。它说明你已经做了足够多的功课,值得得到一次真正的交流。它也会让这次互动少一点交易感,因为你不是单纯在要时间。你是在邀请对方进入一个具体的问题里。

如果只推荐一个最实用的习惯,那就是,写出更好的问题。不是写更长的邮件,也不是写更精致的邮件。问题问得更好,别人就更愿意真正帮你。

斯坦福会给你接触校友、同学、老师、创业者、投资人、运营者、office hours、演讲活动、trek 和群聊的机会。危险在于,接触机会本身很容易让人误以为自己在进步。你可以场场都去,最后学到的却很少;可以见投资人,却一直绕开客户;可以拿到很多介绍,却还是不碰那个最难验证的核心假设。

但也别因此走到另一个极端,急着往前冲。有些人来时问题已经很成形了。也有人需要一个学期,才慢慢意识到自己真正好奇的是什么。这样也完全正常。节奏是很个人的事。

给寻找想法这件事搭起结构

有位同学提醒过我,390 independent study 是斯坦福一个被低估的工具。现在我明白原因了。它真正的力量,会在你把它和 Research Driven Inspiration 这样的框架放在一起时显现出来。

这在经历过第一波对话之后尤其重要。因为那时零散的好奇心,需要一个容器。

早期构思很容易陷入一种糟糕的混乱。你会收集很多有意思的问题,和聪明人聊天,读几份市场报告,被某个技术变化激发,然后慢慢说服自己,一家公司似乎已经在成形。有时候这是真的。更多时候,那只是智识上的忙碌感。

390 给寻找过程一个容器。RDI 给它一个方法。

放在一起,它们能把我在探索一个想法,变成一场有纪律的搜索。这个市场发生了什么变化?什么痛点比以前更尖锐了?谁感受得最强烈?现有的哪种替代做法,说明这个痛点是真实的?要让这件事变成一家公司,哪些条件必须成立?

这比从这个问题开始要好得多,我该不该做这个创业项目?前一种问法会逼你研究世界。后一种问法会逼你为自己的想法辩护。

390 能让外部联系显得更名正言顺,因为你是在老师指导下,带着研究框架去研究一个问题。RDI 能防止这项研究变成随机游走,因为它会逼着你去寻找变化、张力、行为模式,以及那些不明显的切入点。

论文不是最主要的价值。真正的价值在于,构思过程不再取决于创始人是不是已经爱上了那个答案。

搭自己的课程组合

大家经常会问,哪些创业课最好。诚实的回答是,要看情况。

课程组合一开始像是一个早期的选课问题,但随着你的想法从好奇走向验证,再走向执行,它应该一直跟着变化。

我现在的看法是,可以围绕四种需要,搭一个小型课程组合。

Startup GarageLaunchPad 这样的验证型课程,会用截止时间、客户访谈、原型和团队责任,把想法硬推进市场里。像 E&VCAngel and Venture Capital Financing for Entrepreneurs and Investors 以及 Formation of New Ventures 这样的框架型课程,则会帮助你理解,创始人、投资人、市场和公司建设中的关键选择,是怎么彼此连在一起的。

领域型课程能帮你走出泛泛的商业语言。如果你的想法涉及医疗、气候、国防、教育、基础设施、房地产、监管,或者人工智能基础设施,就去向真正懂这些复杂细节的人学习。像 Managing Growing EnterprisesBuilding & Managing Sales OrganizationsPeople OperationsProduct ManagementLeading from the Boardroom 这样的执行型课程,会让你为销售、招聘、管理、治理、运营,以及建立可重复机制做好准备。

把你的课程组合搭起来。

去哪里遇到联合创始人

很多人都想要一个干净利落的答案。一门课,一个社团,一个配对活动,一次旅行,一个 Slack 频道,或者一场晚餐。

这个问题通常会在冬季变得更真实,因为那时你的兴趣方向已经初步成形,别人也开始能对它做出反应了。

更好的答案是,你会在把自己的信号变得可见之后,再通过制造一些很小的合作机会,遇到联合创始人。招生办公室没法告诉你,谁会是一个好的联合创始人。你还是得亲眼看见一个人怎么思考、怎么做事、怎么倾听、怎么分歧、怎么兑现承诺,以及怎么处理不确定性。

难点在于,不是每个人的信号都很明显。有些人还在探索。有些人缺乏信心。有些人还没觉得,说出我想创业这句话是安全的。

所以先把信号发出去。谈谈你在探索什么。分享你正在研究的问题。找个人一起做件小事。测试一个客户问题,写一份短备忘录,访谈五个用户,做个原型,或者一起准备一次路演比赛。

MVP 也可以是 minimum viable partnership。

先从小处开始,再看看发生了什么。那种能量是真的吗?这个人有跟进吗?你们能不能干净地分歧?事情有没有因为合作而变得更锋利?信任有没有增加?

Touchy Feely 在这里很有用。不要替对方预设想法。不要 cross the net。先发出试探。对自己的兴趣和不确定保持透明。定期 check-in。去建立关系,不只是完成交易。

Daniela Amodei 在 GSB 一场 View From The Top talk at the GSB 里说过一句让人印象很深的话。与其先一起创业,不如先一起去度假。住同一个房间。看看更多时间待在一起,是会让你更有能量,还是会让你需要再休一次假来恢复。

联合创始人不只是一个喜欢你想法的人。想法会变。市场也会变。人比这些更重要。

要知道去哪里拿反馈,也要知道怎么拿

斯坦福有很多反馈表面。难的是,你得知道自己需要哪一种反馈。

这在冬季和春季最重要,因为那时你已经有了足够具体的东西,也就足够具体到可以出错了。

向运营者和客户问流程、紧迫性、预算和行为。向创业者和近届校友问节奏安排、招聘、销售,以及现实里到底是哪里出了问题。向投资人问市场规模、可融资性、赛道归类和融资风险。向老师问模式和脆弱假设。向同学问,这个故事对一个聪明的外部人来说清不清楚。

把加速器、demo day 和路演比赛当作被迫建立结构的工具。一个截止时间会逼团队决定自己到底相信什么。一份申请表会逼你写清楚客户、问题、切口、证据和下一阶段里程碑。早期想法很容易长期停留在聊天阶段,飘来飘去。

不要对每个人都问,你觉得我的想法怎么样?这种问法通常只会得到客气。去问更窄的问题。谁会最先感受到这个痛点?什么会让这件事很难卖出去?这个流程今天真正断裂的地方在哪里?如果在开始做任何别的事之前只能先测一个假设,你会测哪个?如果这件事失败了,最可能是哪里原本就是假的?

尽早去用 Venture Studio,别等 deck 都已经打磨得太光滑了再去。经常用同学做反馈,但不要把热情误当成证据。谨慎使用投资人。只要有可能,就去找运营者,因为他们知道,那个干净的故事是在什么地方撞上脏乱的现实的。

学会 VC 怎么判断项目,然后自己也这么判断

这堂课会在一年后段变得更尖锐。因为那时一个想法开始听起来像是能融资了,你得把市场上的兴奋感,和创始人自己的判断分开。

Angel and Venture Capital Financing for Entrepreneurs and Investors 的价值,不只是它会解释稀释、估值、基金激励和融资流程。这门课还能让你读到像 YouTube、Zoom 和 Twitch 这类公司的真实投资备忘录,看到投资人到底是怎么判断一家公司的。

这才是真正的课。学会投资人怎么判断,这样你才会判断自己。

一个好的投资人会问,为什么是这个市场,为什么是现在,为什么是这个切口,为什么是这个团队,为什么是这个推进顺序,什么证据会让这个机会真的值得看重。这些也同样是创始人该问的问题。

Brian Jacobs 关于融资的那堂课,让融资这件事不再像一场表演,而更像一个过程。顺序、证据、势能,以及你到底是在让投资人承担什么风险。

重点不是把每个想法都硬往风险投资那条路上套。重点是借用那种纪律。真正的风险在哪里?你已经知道什么?什么证据会改变你的判断?这件事想长成一家什么样的公司?

向投资人学习,但不要太早就开始表演给他们看。用他们的视角来磨利你的判断,不要让它取代你自己的判断。

另一个教训是,容易拿到的钱,不一定是礼物。Formation of New Ventures 里有个案例,让这件事对我一下子变得很锋利。免费的钱,可能其实是别人的钱。如果一个市场看起来很容易融资,那它对其他聪明团队来说,也可能很容易进入。这也是为什么,融资必须和防御性连在一起看,不能把它当成独立的有效性证明。

走出 GSB 泡泡

斯坦福最大的创业资源之一,就在马路对面。

这件事应该贯穿全年,但只要你的想法开始碰到一个真实领域里的技术、监管或流程复杂性,它就会变得很紧迫。

去找那个会说你的技术方案太简单,或者根本不可能的工程师。去找那个会说现实流程根本不是这样运作的临床医生。去找那个会说你的碳排算法不对的气候研究者。去找那个一眼就看到监管陷阱的法学院学生。去找那个听完销售路径会直接笑出来的运营者。

这些对话的恼人程度,往往恰好就是一个想法真正需要的程度。

真实市场从来都不干净。里面有遗留系统、隐藏激励、疲惫的用户、采购规则、合规约束、政治关系,以及那些 deck 里根本看不见的习惯。

更广阔的大学环境之所以有价值,是因为它会把你的想法磨得更粗糙。通常这意味着,它正在变得更真实。

写给即将入学的同学的最后一句话

你在斯坦福会有比自己用得过来更多的选择。这种丰盛会让人兴奋,但也会让人觉得自己落后了。总会有人看起来比你更确定、关系更广、准备更充分。

从一个你真的在意的问题开始。让它不完美。让它发生变化。有些星期会觉得很有产出。有些星期会觉得很散。这都正常。

这一年会过得很快,但也足够长,长到能改变你做事的方式。

斯坦福不会直接把一家公司递给你。它给你的,是更有用也更脆弱的东西。一个暂时性的环境,在这个环境里,人们会异常愿意帮你一起思考。

认真地用它。慷慨地用它。也不要等到自己觉得完全准备好了才开始。

致谢

感谢 GSB/MSx ’26 的同学们和我分享他们的思考。JT Arenas、Alessandro Balzi、Shekhar Bhende、Martin Cultru、Monta Ito、Clara Leow、Dan Nelms、Fernando Torres Navarrete、Talia Krakauer Rubin、Sho Wakasa、Wilson Wong 和 Da Zhang。

他们的笔记塑造了这篇文章的不同部分,包括如何向创业生态中的亲历者学习,如何在心理上准备开始,如何使用 390 和项目制课程,如何通过冷启动外联和领域社群建立信心,如何在不完美中行动,如何向那些穿越周期的公司学习,以及如何把风险投资金融视角转化为创始人自己的判断力。

也感谢 Taiga Sawamura、Santiago Wang 和 Bill Zhang 审阅早期草稿,并大幅提升了这篇文章。

特别感谢 Clara Leow 和 Steven Yan 一路同行,帮助我更清楚地理解这段旅程。

这不是一份关于斯坦福创业的完整指南。它只是一个即将毕业的学生,试着把那些希望自己能更早懂得的东西,往前传一传。

Notes to the incoming GSB and MSx class from someone about to leave If you are arriving at Stanford hoping to build something, you will probably be tempted to start with the visible resources.

写给即将入学的 GSB 和 MSx 同学的一些话,来自一个快要离开的人 如果你来到斯坦福,是希望做出点什么,你大概会忍不住先从那些看得见的资源开始。

Which entrepreneurship classes should I take? Which clubs should I join? Which professors are useful? Which accelerators matter? Which investors should I meet? Which alumni will reply?

我该上哪些创业课?我该参加哪些社团?哪些教授有帮助?哪些加速器重要?我该见哪些投资人?哪些校友会回复我?

I asked many of those questions myself. But after a year here, I think the better first question is: how will you use this place to become less alone with an idea?

这些问题里有很多我自己也问过。但在这里待了一年后,感觉更好的第一个问题其实是,你会怎么利用这个地方,让自己不再独自扛着一个想法?

For me, the idea gradually became clearer as I found the thread connecting my past and future: I helped build digital knowledge at scale at Zhihu, and now I want to build AI-native knowledge systems for real-world industries, starting with commercial real estate. Stanford did not hand me that sentence. It gave me enough conversations, friction, and feedback to make the sentence feel true.

对我来说,这个想法是在后来慢慢变清楚的,因为我找到了连接自己过去和未来的那根线。我曾在知乎参与过大规模数字知识体系的建设,现在想做的是面向真实行业的 AI 原生知识系统,先从商业地产开始。斯坦福没有直接把这句话交到我手里。它给了我足够多的对话、摩擦和反馈,才让这句话慢慢有了真实感。

The lessons below did not arrive all at once. Some mattered before and during the first few weeks, when starting still felt psychologically unnatural. Others became useful in fall quarter, as access expanded and questions needed structure; the later ones mattered more in winter and spring, when exploration turned into collaborators, feedback, underwriting, and execution.

下面这些体会,不是一下子同时到来的。有些在最初几周之前和之中就很重要,那时候连开始这件事在心理上都还不自然。还有一些是在秋季学期才开始有用的,因为那时接触面突然变大,问题也需要被整理成结构。更后面的那些,则是在冬季和春季变得更重要,因为探索会逐渐转向合作者、反馈、项目判断和执行。

Make starting feel normal

先让开始这件事变得正常

The first thing Stanford changes is not your idea. It changes what starting feels like.

斯坦福最先改变的,不是你的想法。它先改变的是,你对开始这件事的感受。

Chronologically, this is a first-month lesson: before the idea is clear, you need starting to feel psychologically possible.

按时间顺序看,这是入学第一个月的功课。在想法还不清楚之前,先得让开始这件事在心理上变得可行。

Many people arrive here with strong resumes and real operating experience, but starting a company can still feel psychologically unnatural. The idea is unfinished. The market is unclear. The whole thing can feel slightly embarrassing before it feels impressive.

很多人来到这里时,履历很强,也真做过事,但真要自己创办一家公司,心理上还是会觉得别扭。想法还没成形。市场也不清楚。整件事在看起来厉害之前,往往会先让人觉得有点难为情。

Stanford helps because it surrounds you with founders who began that way too. Not only the famous names everyone already knows, but recent alumni still figuring out sales, classmates testing niche markets, guest speakers who almost ran out of money, and people who built good companies that never became famous.

斯坦福有帮助,是因为你身边会都是这样起步过的创业者。不只是那些人人都知道的名字,也包括还在摸索销售的近届校友、正在测试小众市场的同学、差点把钱花光的嘉宾讲者,还有那些做出过好公司却从没出名的人。

That is the advantage of being here. You are close enough to both sides of the story: the polished success, but also the false starts, sacrifices, pivots, co-founder tensions, hard customer lessons, and moments when quitting would have been rational. Fresh stories matter because they have not become mythology yet.

这就是身在这里的优势。你离故事的两面都足够近。既看得到修饰完成的成功,也看得到那些失败的起步、做出的牺牲、方向转弯、联合创始人之间的紧张、从客户那里学来的硬教训,以及那些理性上本来完全可以放弃的时刻。新鲜的故事尤其重要,因为它们还没有被神话化。

Listen for those details. Go to the founder talks. Read the cases. Talk to recent alumni. Ask classmates what they are actually struggling with. Notice the smaller companies too, not only the iconic outcomes.

去留意这些细节。去听创业者分享。去读案例。去和近届校友聊。去问同学,他们现在真正卡在哪里。也要看那些没那么大的公司,不要只盯着那些标志性的结果。

The point is not to worship founders or copy their paths. The point is to make starting feel mentally available. Entrepreneurship is a sequence of choices made under uncertainty, with real people paying real costs.

重点不是崇拜创业者,也不是照着他们的路去复刻。重点是让开始这件事,在你脑子里变成一种可以选择的现实。创业是一连串在不确定里做出的选择,而真实的人会为这些选择付出真实代价。

Before you can build with conviction, you often need to believe that humble beginnings are normal, and that struggle is not proof you are doing it wrong.

在你能带着坚定去做之前,你往往得先相信,起点普通是正常的,挣扎也不代表你做错了。

Your Stanford email is not the magic

你的 Stanford 邮箱不是魔法

One of the simplest tools you have is your Stanford email address.

你手里最简单的工具之一,就是你的 Stanford 邮箱地址。

This becomes a fall-quarter lesson, when access suddenly expands and you have to learn the difference between meeting people and asking useful questions.

这会在秋季学期变成一堂课,因为那时接触机会会突然增多,而你得学会区分,见到人和提出有用的问题,不是一回事。

It helps. People do respond differently when a student reaches out with a thoughtful question. But the email address itself is not the asset. The real asset is the seriousness of the ask.

它当然有帮助。一个学生带着认真思考过的问题去联系别人,别人确实会更愿意回复。但真正有价值的,不是那个邮箱地址本身。真正的价值,在于你提出问题时的认真程度。

A vague note still feels vague, even from Stanford.

一封模糊的邮件,就算来自 Stanford,看起来也还是模糊。

Bad version:

不好的版本:

I would love to pick your brain about multifamily real estate.

我很想向您请教一下多户住宅地产方面的问题。

Better version:

更好的版本:

I am trying to understand why qualified renters disappear after property tours. You have operated across several markets. Could I ask you where the leasing workflow usually breaks between tour and application?

我正在试着理解,为什么合格的租客在看房之后会消失。您在多个市场都有实际运营经验。我能不能请教一下,在看房到提交申请之间,租赁流程通常是在哪个环节出问题的?

The second version gives the other person something to respond to. It shows you have done enough work to deserve a real conversation. It also makes the exchange less transactional, because you are not just asking for time. You are inviting them into a specific question.

第二种写法,会给对方一个可以回应的东西。它说明你已经做了足够多的功课,值得得到一次真正的交流。它也会让这次互动少一点交易感,因为你不是单纯在要时间。你是在邀请对方进入一个具体的问题里。

The first practical habit I would recommend is simple: write better questions. Not longer emails, not more polished emails. Better questions make other people more willing to be useful.

如果只推荐一个最实用的习惯,那就是,写出更好的问题。不是写更长的邮件,也不是写更精致的邮件。问题问得更好,别人就更愿意真正帮你。

Stanford gives you access to alumni, classmates, faculty, founders, investors, operators, office hours, speaker events, treks, and group chats. The danger is that access can feel like progress. You can attend every talk and learn very little, meet investors and avoid customers, collect introductions and still keep the hardest assumption untouched.

斯坦福会给你接触校友、同学、老师、创业者、投资人、运营者、office hours、演讲活动、trek 和群聊的机会。危险在于,接触机会本身很容易让人误以为自己在进步。你可以场场都去,最后学到的却很少;可以见投资人,却一直绕开客户;可以拿到很多介绍,却还是不碰那个最难验证的核心假设。

But do not overcorrect into rushing. Some people arrive with a question already formed. Others need a quarter just to notice what they are actually curious about. That is fine. Pace is personal.

但也别因此走到另一个极端,急着往前冲。有些人来时问题已经很成形了。也有人需要一个学期,才慢慢意识到自己真正好奇的是什么。这样也完全正常。节奏是很个人的事。

Structure the (idea) search

给寻找想法这件事搭起结构

One classmate pointed me to 390 independent study as an underused Stanford tool. I now understand why. Its real power shows up when you pair it with a framework like Research Driven Inspiration.

有位同学提醒过我,390 independent study 是斯坦福一个被低估的工具。现在我明白原因了。它真正的力量,会在你把它和 Research Driven Inspiration 这样的框架放在一起时显现出来。

This mattered more after the first wave of conversations, when scattered curiosity needed a container.

这在经历过第一波对话之后尤其重要。因为那时零散的好奇心,需要一个容器。

Early ideation can be messy in a bad way. You collect interesting problems, talk to smart people, read a few market reports, get excited by a technology shift, and slowly convince yourself that a company is forming. Sometimes that is real. Often it is intellectual motion.

早期构思很容易陷入一种糟糕的混乱。你会收集很多有意思的问题,和聪明人聊天,读几份市场报告,被某个技术变化激发,然后慢慢说服自己,一家公司似乎已经在成形。有时候这是真的。更多时候,那只是智识上的忙碌感。

390 gives the search process a container. RDI gives it a method.

390 给寻找过程一个容器。RDI 给它一个方法。

Together, they can turn “I am exploring an idea” into a disciplined search: What has changed in this market? What pain is now sharper than before? Who feels it most acutely? What existing workaround tells me the pain is real? What would need to be true for this to become a company?

放在一起,它们能把我在探索一个想法,变成一场有纪律的搜索。这个市场发生了什么变化?什么痛点比以前更尖锐了?谁感受得最强烈?现有的哪种替代做法,说明这个痛点是真实的?要让这件事变成一家公司,哪些条件必须成立?

That is a much better starting point than: Should I build this startup? The first version makes you study the world. The second version makes you defend your idea.

这比从这个问题开始要好得多,我该不该做这个创业项目?前一种问法会逼你研究世界。后一种问法会逼你为自己的想法辩护。

A 390 can make outreach feel more legitimate because you are studying a question with a faculty sponsor and a research frame. RDI can keep that study from becoming random by pushing you to look for changes, tensions, behaviors, and non-obvious openings.

390 能让外部联系显得更名正言顺,因为你是在老师指导下,带着研究框架去研究一个问题。RDI 能防止这项研究变成随机游走,因为它会逼着你去寻找变化、张力、行为模式,以及那些不明显的切入点。

The paper is not the main value. The value is that the ideation process becomes less dependent on whether the founder is already in love with the answer.

论文不是最主要的价值。真正的价值在于,构思过程不再取决于创始人是不是已经爱上了那个答案。

Build your course stack

搭自己的课程组合

People will ask which entrepreneurship classes are best. The honest answer is: it depends.

大家经常会问,哪些创业课最好。诚实的回答是,要看情况。

The course stack starts as an early planning problem, but it should keep changing as your idea moves from curiosity to validation to execution.

课程组合一开始像是一个早期的选课问题,但随着你的想法从好奇走向验证,再走向执行,它应该一直跟着变化。

My current view is to build a small course stack around four needs.

我现在的看法是,可以围绕四种需要,搭一个小型课程组合。

Validation classes like Startup Garage and LaunchPad force the idea into the market through deadlines, customer conversations, prototypes, and team accountability. Framework classes like E&VC, Angel and Venture Capital Financing for Entrepreneurs and Investors, and Formation of New Ventures help you understand how founders, investors, markets, and company-building choices fit together.

Startup GarageLaunchPad 这样的验证型课程,会用截止时间、客户访谈、原型和团队责任,把想法硬推进市场里。像 E&VCAngel and Venture Capital Financing for Entrepreneurs and Investors 以及 Formation of New Ventures 这样的框架型课程,则会帮助你理解,创始人、投资人、市场和公司建设中的关键选择,是怎么彼此连在一起的。

Domain classes help you leave generic business language. If your idea touches healthcare, climate, defense, education, infrastructure, real estate, regulation, or artificial intelligence infrastructure, learn from people who know the messy details. Execution classes like Managing Growing Enterprises, Building & Managing Sales Organizations, People Operations, Product Management, and Leading from the Boardroom prepare you to sell, hire, manage, govern, operate, and build repeatability.

领域型课程能帮你走出泛泛的商业语言。如果你的想法涉及医疗、气候、国防、教育、基础设施、房地产、监管,或者人工智能基础设施,就去向真正懂这些复杂细节的人学习。像 Managing Growing EnterprisesBuilding & Managing Sales OrganizationsPeople OperationsProduct ManagementLeading from the Boardroom 这样的执行型课程,会让你为销售、招聘、管理、治理、运营,以及建立可重复机制做好准备。

Build your stack.

把你的课程组合搭起来。

Where do you meet your co-founder?

去哪里遇到联合创始人

People often want a clean answer: a class, a club, a matching event, a trip, a Slack channel, a dinner.

很多人都想要一个干净利落的答案。一门课,一个社团,一个配对活动,一次旅行,一个 Slack 频道,或者一场晚餐。

This question usually becomes more real in winter, once your interests have enough shape for other people to react to them.

这个问题通常会在冬季变得更真实,因为那时你的兴趣方向已经初步成形,别人也开始能对它做出反应了。

The better answer is that you meet a co-founder by making your signals visible, then creating small chances to work together. Admissions cannot tell you who will be a good co-founder. You still need to see how someone thinks, works, listens, disagrees, follows through, and handles uncertainty.

更好的答案是,你会在把自己的信号变得可见之后,再通过制造一些很小的合作机会,遇到联合创始人。招生办公室没法告诉你,谁会是一个好的联合创始人。你还是得亲眼看见一个人怎么思考、怎么做事、怎么倾听、怎么分歧、怎么兑现承诺,以及怎么处理不确定性。

The hard part is that not everyone’s signals are obvious. Some people are still exploring. Some lack confidence. Some do not yet feel safe saying, “I want to build.”

难点在于,不是每个人的信号都很明显。有些人还在探索。有些人缺乏信心。有些人还没觉得,说出我想创业这句话是安全的。

So send signals first. Talk about what you are exploring. Share the question you are working on. Ask someone to do something small together: test a customer problem, write a short memo, interview five users, build a prototype, or prepare for a pitch competition.

所以先把信号发出去。谈谈你在探索什么。分享你正在研究的问题。找个人一起做件小事。测试一个客户问题,写一份短备忘录,访谈五个用户,做个原型,或者一起准备一次路演比赛。

MVP can also mean minimum viable partnership.

MVP 也可以是 minimum viable partnership。

Start small, then check what happened. Was the energy real? Did the person follow through? Could you disagree cleanly? Did the work get sharper? Did trust increase?

先从小处开始,再看看发生了什么。那种能量是真的吗?这个人有跟进吗?你们能不能干净地分歧?事情有没有因为合作而变得更锋利?信任有没有增加?

Touchy Feely is useful here. Do not presume what the other person wants. Do not cross the net. Make bids. Be transparent about your interest and uncertainty. Do check-ins. Build the relationship, not just the transaction.

Touchy Feely 在这里很有用。不要替对方预设想法。不要 cross the net。先发出试探。对自己的兴趣和不确定保持透明。定期 check-in。去建立关系,不只是完成交易。

Daniela Amodei put this memorably in a View From The Top talk at the GSB: instead of starting a company together first, go on vacation together. Share a room. See whether more time together gives you energy or makes you need another vacation to recover.

Daniela Amodei 在 GSB 一场 View From The Top talk at the GSB 里说过一句让人印象很深的话。与其先一起创业,不如先一起去度假。住同一个房间。看看更多时间待在一起,是会让你更有能量,还是会让你需要再休一次假来恢复。

A co-founder is not just someone who likes your idea. The idea may change. The market may change. The person matters more.

联合创始人不只是一个喜欢你想法的人。想法会变。市场也会变。人比这些更重要。

Know where to get feedback, and how

要知道去哪里拿反馈,也要知道怎么拿

Stanford has many feedback surfaces. The hard part is knowing which feedback you need.

斯坦福有很多反馈表面。难的是,你得知道自己需要哪一种反馈。

This matters most in winter and spring, once you have something specific enough to be wrong about.

这在冬季和春季最重要,因为那时你已经有了足够具体的东西,也就足够具体到可以出错了。

Ask operators and customers about workflow, urgency, budget, and behavior. Ask founders and recent alumni about sequencing, hiring, sales, and what broke in practice. Ask investors about market size, fundability, category, and financing risk. Ask faculty for patterns and weak assumptions. Ask classmates whether the story is clear to a smart outsider.

向运营者和客户问流程、紧迫性、预算和行为。向创业者和近届校友问节奏安排、招聘、销售,以及现实里到底是哪里出了问题。向投资人问市场规模、可融资性、赛道归类和融资风险。向老师问模式和脆弱假设。向同学问,这个故事对一个聪明的外部人来说清不清楚。

Use accelerators, demo days, and pitch competitions for forced structure. A deadline makes the team decide what it believes; an application makes you write down the customer, problem, wedge, evidence, and next milestone. Early ideas can float around as conversations for too long.

把加速器、demo day 和路演比赛当作被迫建立结构的工具。一个截止时间会逼团队决定自己到底相信什么。一份申请表会逼你写清楚客户、问题、切口、证据和下一阶段里程碑。早期想法很容易长期停留在聊天阶段,飘来飘去。

Do not ask everyone, “What do you think of my idea?” It usually produces politeness. Ask narrower questions: Who would feel this pain first? What would make this hard to sell? Where does this workflow actually break today? Which assumption would you test before building anything else? If this fails, what was probably fake?

不要对每个人都问,你觉得我的想法怎么样?这种问法通常只会得到客气。去问更窄的问题。谁会最先感受到这个痛点?什么会让这件事很难卖出去?这个流程今天真正断裂的地方在哪里?如果在开始做任何别的事之前只能先测一个假设,你会测哪个?如果这件事失败了,最可能是哪里原本就是假的?

Use Venture Studio early, before the deck is too polished. Use classmates often, but do not confuse enthusiasm with evidence. Use investors carefully. Use operators whenever possible, because they know where the clean story meets messy reality.

尽早去用 Venture Studio,别等 deck 都已经打磨得太光滑了再去。经常用同学做反馈,但不要把热情误当成证据。谨慎使用投资人。只要有可能,就去找运营者,因为他们知道,那个干净的故事是在什么地方撞上脏乱的现实的。

Learn how VCs underwrite, then underwrite yourself

学会 VC 怎么判断项目,然后自己也这么判断

This lesson becomes sharper later in the year, when an idea starts to sound fundable and you need to separate market excitement from founder judgment.

这堂课会在一年后段变得更尖锐。因为那时一个想法开始听起来像是能融资了,你得把市场上的兴奋感,和创始人自己的判断分开。

Angel and Venture Capital Financing for Entrepreneurs and Investors is valuable not only because it explains dilution, valuation, fund incentives, and fundraising process. The course lets you sit with real investment memos for companies like YouTube, Zoom, and Twitch, and learn how investors actually underwrite a company.

Angel and Venture Capital Financing for Entrepreneurs and Investors 的价值,不只是它会解释稀释、估值、基金激励和融资流程。这门课还能让你读到像 YouTube、Zoom 和 Twitch 这类公司的真实投资备忘录,看到投资人到底是怎么判断一家公司的。

That is the real lesson: learn how investors underwrite so you can underwrite yourself.

这才是真正的课。学会投资人怎么判断,这样你才会判断自己。

A good investor is asking: why this market, why now, why this wedge, why this team, why this sequence, and what evidence would make the opportunity matter? Those are founder questions too.

一个好的投资人会问,为什么是这个市场,为什么是现在,为什么是这个切口,为什么是这个团队,为什么是这个推进顺序,什么证据会让这个机会真的值得看重。这些也同样是创始人该问的问题。

Brian Jacobs’s lecture on fundraising made fundraising feel less like a performance and more like a process: sequencing, evidence, momentum, and knowing what risk you are asking investors to take.

Brian Jacobs 关于融资的那堂课,让融资这件事不再像一场表演,而更像一个过程。顺序、证据、势能,以及你到底是在让投资人承担什么风险。

The point is not to overfit every idea into the venture path. The point is to borrow the discipline. Where is the real risk? What do you know? What evidence would change your mind? What kind of company does this want to become?

重点不是把每个想法都硬往风险投资那条路上套。重点是借用那种纪律。真正的风险在哪里?你已经知道什么?什么证据会改变你的判断?这件事想长成一家什么样的公司?

Learn from investors, but do not perform for them too early. Use their lens to sharpen your judgment, not to replace your own.

向投资人学习,但不要太早就开始表演给他们看。用他们的视角来磨利你的判断,不要让它取代你自己的判断。

The other lesson is that easy capital is not always a gift. In Formation of New Ventures, a case sharpened this for me: free money might be someone else's money. If a market looks easy to fund, it may also be easy for other smart teams to enter. That is why fundraising has to be connected to defensibility, not treated as independent validation.

另一个教训是,容易拿到的钱,不一定是礼物。Formation of New Ventures 里有个案例,让这件事对我一下子变得很锋利。免费的钱,可能其实是别人的钱。如果一个市场看起来很容易融资,那它对其他聪明团队来说,也可能很容易进入。这也是为什么,融资必须和防御性连在一起看,不能把它当成独立的有效性证明。

Leave the GSB bubble

走出 GSB 泡泡

One of Stanford’s biggest entrepreneurship resources is across the street.

斯坦福最大的创业资源之一,就在马路对面。

This should happen throughout the year, but it becomes urgent once your idea touches a real domain with technical, regulatory, or workflow complexity.

这件事应该贯穿全年,但只要你的想法开始碰到一个真实领域里的技术、监管或流程复杂性,它就会变得很紧迫。

Find the engineer who says the technical plan is trivial or impossible. Find the clinician who says the workflow does not work that way. Find the climate researcher who says the carbon math is wrong. Find the law student who sees the regulatory trap. Find the operator who laughs at the sales motion.

去找那个会说你的技术方案太简单,或者根本不可能的工程师。去找那个会说现实流程根本不是这样运作的临床医生。去找那个会说你的碳排算法不对的气候研究者。去找那个一眼就看到监管陷阱的法学院学生。去找那个听完销售路径会直接笑出来的运营者。

Those conversations can be annoying in exactly the way an idea needs.

这些对话的恼人程度,往往恰好就是一个想法真正需要的程度。

Real markets are not clean. They have legacy systems, hidden incentives, tired users, procurement rules, compliance constraints, politics, and habits that do not appear in a deck.

真实市场从来都不干净。里面有遗留系统、隐藏激励、疲惫的用户、采购规则、合规约束、政治关系,以及那些 deck 里根本看不见的习惯。

The broader university is valuable because it makes the idea rougher. Usually, that means it is becoming more real.

更广阔的大学环境之所以有价值,是因为它会把你的想法磨得更粗糙。通常这意味着,它正在变得更真实。

A final note to the incoming class

写给即将入学的同学的最后一句话

You will have more options at Stanford than you can use. That abundance can be exciting, but it can also make you feel behind. Someone will always seem more certain, connected, or prepared.

你在斯坦福会有比自己用得过来更多的选择。这种丰盛会让人兴奋,但也会让人觉得自己落后了。总会有人看起来比你更确定、关系更广、准备更充分。

Start with a question you actually care about. Let it be imperfect. Let it change. Some weeks will feel productive. Some will feel scattered. That is normal.

从一个你真的在意的问题开始。让它不完美。让它发生变化。有些星期会觉得很有产出。有些星期会觉得很散。这都正常。

The year goes fast, but it is long enough to change how you work.

这一年会过得很快,但也足够长,长到能改变你做事的方式。

Stanford will not hand you a company. It gives you something more useful and fragile: a temporary environment where people are unusually willing to help you think.

斯坦福不会直接把一家公司递给你。它给你的,是更有用也更脆弱的东西。一个暂时性的环境,在这个环境里,人们会异常愿意帮你一起思考。

Use it seriously. Use it generously. And do not wait until you feel fully ready.

认真地用它。慷慨地用它。也不要等到自己觉得完全准备好了才开始。

Acknowledgment

致谢

I am grateful to the GSB/MSx ’26 classmates who shared their reflections with me: JT Arenas, Alessandro Balzi, Shekhar Bhende, Martin Cultru, Monta Ito, Clara Leow, Dan Nelms, Fernando Torres Navarrete, Talia Krakauer Rubin, Sho Wakasa, Wilson Wong, and Da Zhang.

感谢 GSB/MSx ’26 的同学们和我分享他们的思考。JT Arenas、Alessandro Balzi、Shekhar Bhende、Martin Cultru、Monta Ito、Clara Leow、Dan Nelms、Fernando Torres Navarrete、Talia Krakauer Rubin、Sho Wakasa、Wilson Wong 和 Da Zhang。

Their notes shaped different parts of this essay: learning from startup ecosystem protagonists, getting mentally ready to start, using 390 and project-based courses, building confidence through cold outreach and domain communities, taking imperfect action, learning from enduring companies, and turning venture finance exposure into founder judgment.

他们的笔记塑造了这篇文章的不同部分,包括如何向创业生态中的亲历者学习,如何在心理上准备开始,如何使用 390 和项目制课程,如何通过冷启动外联和领域社群建立信心,如何在不完美中行动,如何向那些穿越周期的公司学习,以及如何把风险投资金融视角转化为创始人自己的判断力。

I am also grateful to Taiga Sawamura, Santiago Wang, and Bill Zhang for reviewing early drafts and greatly enhancing this work.

也感谢 Taiga Sawamura、Santiago Wang 和 Bill Zhang 审阅早期草稿,并大幅提升了这篇文章。

Special thanks to Clara Leow and Steven Yan for walking this journey with me and helping me understand it more clearly.

特别感谢 Clara Leow 和 Steven Yan 一路同行,帮助我更清楚地理解这段旅程。

This is not a comprehensive guide to Stanford entrepreneurship. It is a graduating student’s attempt to pass forward what I wish I had understood earlier.

这不是一份关于斯坦福创业的完整指南。它只是一个即将毕业的学生,试着把那些希望自己能更早懂得的东西,往前传一传。

Notes to the incoming GSB and MSx class from someone about to leave If you are arriving at Stanford hoping to build something, you will probably be tempted to start with the visible resources.

Which entrepreneurship classes should I take? Which clubs should I join? Which professors are useful? Which accelerators matter? Which investors should I meet? Which alumni will reply?

I asked many of those questions myself. But after a year here, I think the better first question is: how will you use this place to become less alone with an idea?

For me, the idea gradually became clearer as I found the thread connecting my past and future: I helped build digital knowledge at scale at Zhihu, and now I want to build AI-native knowledge systems for real-world industries, starting with commercial real estate. Stanford did not hand me that sentence. It gave me enough conversations, friction, and feedback to make the sentence feel true.

The lessons below did not arrive all at once. Some mattered before and during the first few weeks, when starting still felt psychologically unnatural. Others became useful in fall quarter, as access expanded and questions needed structure; the later ones mattered more in winter and spring, when exploration turned into collaborators, feedback, underwriting, and execution.

Make starting feel normal

The first thing Stanford changes is not your idea. It changes what starting feels like.

Chronologically, this is a first-month lesson: before the idea is clear, you need starting to feel psychologically possible.

Many people arrive here with strong resumes and real operating experience, but starting a company can still feel psychologically unnatural. The idea is unfinished. The market is unclear. The whole thing can feel slightly embarrassing before it feels impressive.

Stanford helps because it surrounds you with founders who began that way too. Not only the famous names everyone already knows, but recent alumni still figuring out sales, classmates testing niche markets, guest speakers who almost ran out of money, and people who built good companies that never became famous.

That is the advantage of being here. You are close enough to both sides of the story: the polished success, but also the false starts, sacrifices, pivots, co-founder tensions, hard customer lessons, and moments when quitting would have been rational. Fresh stories matter because they have not become mythology yet.

Listen for those details. Go to the founder talks. Read the cases. Talk to recent alumni. Ask classmates what they are actually struggling with. Notice the smaller companies too, not only the iconic outcomes.

The point is not to worship founders or copy their paths. The point is to make starting feel mentally available. Entrepreneurship is a sequence of choices made under uncertainty, with real people paying real costs.

Before you can build with conviction, you often need to believe that humble beginnings are normal, and that struggle is not proof you are doing it wrong.

Your Stanford email is not the magic

One of the simplest tools you have is your Stanford email address.

This becomes a fall-quarter lesson, when access suddenly expands and you have to learn the difference between meeting people and asking useful questions.

It helps. People do respond differently when a student reaches out with a thoughtful question. But the email address itself is not the asset. The real asset is the seriousness of the ask.

A vague note still feels vague, even from Stanford.

Bad version:

I would love to pick your brain about multifamily real estate.

Better version:

I am trying to understand why qualified renters disappear after property tours. You have operated across several markets. Could I ask you where the leasing workflow usually breaks between tour and application?

The second version gives the other person something to respond to. It shows you have done enough work to deserve a real conversation. It also makes the exchange less transactional, because you are not just asking for time. You are inviting them into a specific question.

The first practical habit I would recommend is simple: write better questions. Not longer emails, not more polished emails. Better questions make other people more willing to be useful.

Stanford gives you access to alumni, classmates, faculty, founders, investors, operators, office hours, speaker events, treks, and group chats. The danger is that access can feel like progress. You can attend every talk and learn very little, meet investors and avoid customers, collect introductions and still keep the hardest assumption untouched.

But do not overcorrect into rushing. Some people arrive with a question already formed. Others need a quarter just to notice what they are actually curious about. That is fine. Pace is personal.

Structure the (idea) search

One classmate pointed me to 390 independent study as an underused Stanford tool. I now understand why. Its real power shows up when you pair it with a framework like Research Driven Inspiration.

This mattered more after the first wave of conversations, when scattered curiosity needed a container.

Early ideation can be messy in a bad way. You collect interesting problems, talk to smart people, read a few market reports, get excited by a technology shift, and slowly convince yourself that a company is forming. Sometimes that is real. Often it is intellectual motion.

390 gives the search process a container. RDI gives it a method.

Together, they can turn “I am exploring an idea” into a disciplined search: What has changed in this market? What pain is now sharper than before? Who feels it most acutely? What existing workaround tells me the pain is real? What would need to be true for this to become a company?

That is a much better starting point than: Should I build this startup? The first version makes you study the world. The second version makes you defend your idea.

A 390 can make outreach feel more legitimate because you are studying a question with a faculty sponsor and a research frame. RDI can keep that study from becoming random by pushing you to look for changes, tensions, behaviors, and non-obvious openings.

The paper is not the main value. The value is that the ideation process becomes less dependent on whether the founder is already in love with the answer.

Build your course stack

People will ask which entrepreneurship classes are best. The honest answer is: it depends.

The course stack starts as an early planning problem, but it should keep changing as your idea moves from curiosity to validation to execution.

My current view is to build a small course stack around four needs.

Validation classes like Startup Garage and LaunchPad force the idea into the market through deadlines, customer conversations, prototypes, and team accountability. Framework classes like E&VC, Angel and Venture Capital Financing for Entrepreneurs and Investors, and Formation of New Ventures help you understand how founders, investors, markets, and company-building choices fit together.

Domain classes help you leave generic business language. If your idea touches healthcare, climate, defense, education, infrastructure, real estate, regulation, or artificial intelligence infrastructure, learn from people who know the messy details. Execution classes like Managing Growing Enterprises, Building & Managing Sales Organizations, People Operations, Product Management, and Leading from the Boardroom prepare you to sell, hire, manage, govern, operate, and build repeatability.

Build your stack.

Where do you meet your co-founder?

People often want a clean answer: a class, a club, a matching event, a trip, a Slack channel, a dinner.

This question usually becomes more real in winter, once your interests have enough shape for other people to react to them.

The better answer is that you meet a co-founder by making your signals visible, then creating small chances to work together. Admissions cannot tell you who will be a good co-founder. You still need to see how someone thinks, works, listens, disagrees, follows through, and handles uncertainty.

The hard part is that not everyone’s signals are obvious. Some people are still exploring. Some lack confidence. Some do not yet feel safe saying, “I want to build.”

So send signals first. Talk about what you are exploring. Share the question you are working on. Ask someone to do something small together: test a customer problem, write a short memo, interview five users, build a prototype, or prepare for a pitch competition.

MVP can also mean minimum viable partnership.

Start small, then check what happened. Was the energy real? Did the person follow through? Could you disagree cleanly? Did the work get sharper? Did trust increase?

Touchy Feely is useful here. Do not presume what the other person wants. Do not cross the net. Make bids. Be transparent about your interest and uncertainty. Do check-ins. Build the relationship, not just the transaction.

Daniela Amodei put this memorably in a View From The Top talk at the GSB: instead of starting a company together first, go on vacation together. Share a room. See whether more time together gives you energy or makes you need another vacation to recover.

A co-founder is not just someone who likes your idea. The idea may change. The market may change. The person matters more.

Know where to get feedback, and how

Stanford has many feedback surfaces. The hard part is knowing which feedback you need.

This matters most in winter and spring, once you have something specific enough to be wrong about.

Ask operators and customers about workflow, urgency, budget, and behavior. Ask founders and recent alumni about sequencing, hiring, sales, and what broke in practice. Ask investors about market size, fundability, category, and financing risk. Ask faculty for patterns and weak assumptions. Ask classmates whether the story is clear to a smart outsider.

Use accelerators, demo days, and pitch competitions for forced structure. A deadline makes the team decide what it believes; an application makes you write down the customer, problem, wedge, evidence, and next milestone. Early ideas can float around as conversations for too long.

Do not ask everyone, “What do you think of my idea?” It usually produces politeness. Ask narrower questions: Who would feel this pain first? What would make this hard to sell? Where does this workflow actually break today? Which assumption would you test before building anything else? If this fails, what was probably fake?

Use Venture Studio early, before the deck is too polished. Use classmates often, but do not confuse enthusiasm with evidence. Use investors carefully. Use operators whenever possible, because they know where the clean story meets messy reality.

Learn how VCs underwrite, then underwrite yourself

This lesson becomes sharper later in the year, when an idea starts to sound fundable and you need to separate market excitement from founder judgment.

Angel and Venture Capital Financing for Entrepreneurs and Investors is valuable not only because it explains dilution, valuation, fund incentives, and fundraising process. The course lets you sit with real investment memos for companies like YouTube, Zoom, and Twitch, and learn how investors actually underwrite a company.

That is the real lesson: learn how investors underwrite so you can underwrite yourself.

A good investor is asking: why this market, why now, why this wedge, why this team, why this sequence, and what evidence would make the opportunity matter? Those are founder questions too.

Brian Jacobs’s lecture on fundraising made fundraising feel less like a performance and more like a process: sequencing, evidence, momentum, and knowing what risk you are asking investors to take.

The point is not to overfit every idea into the venture path. The point is to borrow the discipline. Where is the real risk? What do you know? What evidence would change your mind? What kind of company does this want to become?

Learn from investors, but do not perform for them too early. Use their lens to sharpen your judgment, not to replace your own.

The other lesson is that easy capital is not always a gift. In Formation of New Ventures, a case sharpened this for me: free money might be someone else's money. If a market looks easy to fund, it may also be easy for other smart teams to enter. That is why fundraising has to be connected to defensibility, not treated as independent validation.

Leave the GSB bubble

One of Stanford’s biggest entrepreneurship resources is across the street.

This should happen throughout the year, but it becomes urgent once your idea touches a real domain with technical, regulatory, or workflow complexity.

Find the engineer who says the technical plan is trivial or impossible. Find the clinician who says the workflow does not work that way. Find the climate researcher who says the carbon math is wrong. Find the law student who sees the regulatory trap. Find the operator who laughs at the sales motion.

Those conversations can be annoying in exactly the way an idea needs.

Real markets are not clean. They have legacy systems, hidden incentives, tired users, procurement rules, compliance constraints, politics, and habits that do not appear in a deck.

The broader university is valuable because it makes the idea rougher. Usually, that means it is becoming more real.

A final note to the incoming class

You will have more options at Stanford than you can use. That abundance can be exciting, but it can also make you feel behind. Someone will always seem more certain, connected, or prepared.

Start with a question you actually care about. Let it be imperfect. Let it change. Some weeks will feel productive. Some will feel scattered. That is normal.

The year goes fast, but it is long enough to change how you work.

Stanford will not hand you a company. It gives you something more useful and fragile: a temporary environment where people are unusually willing to help you think.

Use it seriously. Use it generously. And do not wait until you feel fully ready.

Acknowledgment

I am grateful to the GSB/MSx ’26 classmates who shared their reflections with me: JT Arenas, Alessandro Balzi, Shekhar Bhende, Martin Cultru, Monta Ito, Clara Leow, Dan Nelms, Fernando Torres Navarrete, Talia Krakauer Rubin, Sho Wakasa, Wilson Wong, and Da Zhang.

Their notes shaped different parts of this essay: learning from startup ecosystem protagonists, getting mentally ready to start, using 390 and project-based courses, building confidence through cold outreach and domain communities, taking imperfect action, learning from enduring companies, and turning venture finance exposure into founder judgment.

I am also grateful to Taiga Sawamura, Santiago Wang, and Bill Zhang for reviewing early drafts and greatly enhancing this work.

Special thanks to Clara Leow and Steven Yan for walking this journey with me and helping me understand it more clearly.

This is not a comprehensive guide to Stanford entrepreneurship. It is a graduating student’s attempt to pass forward what I wish I had understood earlier.

📋 讨论归档

讨论进行中…