以下是内容的中文翻译： Goodwater Capital 的联合创始人兼管理合伙人埃里克·金 (Eric Kim) 分享了他进入风险投资领域的经历和见解，强调了以使命驱动的投资、消费者技术以及投资决策中艺术与科学的平衡。 Goodwater Capital 成立于 2014 年，已发展到超过 33 亿美元的承诺资本，其投资遍及 50 多个国家，通过其 Genesis 投资组合拥有 700 多家种子期公司，并通过其早期和成长阶段基金拥有 20 个国家的 80 多家公司。他们的核心理念是，消费者技术是促进社会进步的强大力量，他们的使命是赋能全球致力于积极变革的杰出企业家。 金的个人经历始于他的父母在朝鲜战争后从韩国移民，寻求在美国作为医生过上更好的生活。 他回忆起 12 岁时的一个关键时刻，他的父亲带着泪水和迫切的心情，向他强调了作为一名亚裔美国人将面临的挑战，敦促他必须非常出色才能克服偏见。 这种经历激发了他努力表现和取得成功的动力，尽管他后来学会了拥抱谦逊和个性。 他的早期职业生涯包括在耶鲁大学本科学习期间在麦肯锡公司实习，毕业后在那里担任全职工作。 这通过在中国、东南亚和欧洲的项目为他提供了全球视野。 然后他进入斯坦福大学，在那里他遇到了他的联合创始人。 2007 年，他加入 Maverick Capital，在建立其私人投资业务方面发挥了重要作用，并参与了各个阶段和地区的投资，包括参与 Y-Combinator。 他讨论了他早期参与的在韩国的投资，包括 Coupang 和 Kakao，强调了通过主要研究和理解消费者行为得出的逆向洞察力的重要性。 金强调，成功的投资往往需要逆势而行，并通过细致的研究发展独特的视角。 在 Coupang 的案例中，它确定了客户服务在建立韩国女性忠诚度方面的重要性，而在 Kakao 的案例中，它认识到移动通信在为用户省钱方面的潜力。 他愿意用韩语向 Kakao 团队进行演示，表明了他对当地市场的承诺和理解，从而巩固了他们的投资机会。 他强调，他们优先考虑消费者喜爱和网络效应的潜力，认识到使用产品的人越多，它对所有现有用户就越有利。 Goodwater Capital 的成立源于创建一家以使命为导向、专注于消费者互联网的公司的愿望。 金认为，风险投资行业需要从庆祝个人财务成功转变为促进对世界的积极影响。 Goodwater 的名字象征着该公司致力于负责任地管理资本，认识到它既有向善的潜力，也有作恶的潜力。 他认为，尽管许多风险投资公司都多元化到企业 SaaS 或气候技术等领域，但 Goodwater 仍然坚定地认为，消费者技术，拥有最终客户关系至关重要，并扩展到金融服务、医疗保健和教育等领域。 在 Goodwater，他们利用技术和数据来高效评估公司，从而将投资的艺术性和科学性结合起来。 他们团队的三分之二是数据科学家、产品经理和工程师，他们构建了一个平台来实时跟踪和分析超过 1000 万家公司。 这使他们能够快速评估公司的增长、保留率、客户喜爱度和差异化。 但他表示，同样重要的是，他们的团队花更多时间与企业家相处，了解他们的动机和长期愿景。 金非常看重一位杰出企业家的品质，即一位将公司使命置于个人利益之上的企业家。 公司高度重视寻找具有巨大影响力潜力的“代际公司”。 他希望年轻的风险投资家对寻找和支持伟大的公司充满热情，并愿意投入在该行业取得成功所需的努力和纪律。 最后，金教授一种投资心态，包括理解大局、识别成功的关键要素、评估风险，并最终带着信念采取信仰的飞跃。 他强调了了解规则和框架的重要性，但也知道何时打破它们来创新和创造新事物。

Eric Kim, co-founder and managing partner of Goodwater Capital, shares his journey and insights into venture capital, emphasizing the importance of mission-driven investing, consumer technology, and the balance of art and science in investment decisions. Goodwater Capital, founded in 2014, has grown to over $3.3 billion in committed capital, with investments spanning over 50 countries through its Genesis portfolio of 700+ seed companies, and 80+ companies in 20 countries through its early and growth stage funds. Their central thesis is that consumer technology is a powerful force for good, and their mission is to empower exceptional entrepreneurs globally who are dedicated to positive change. Kim's personal narrative begins with his parents' immigration from Korea after the Korean War, seeking a better life as medical doctors in the United States. He recounts a pivotal moment at age 12 when his father, with tearful urgency, impressed upon him the challenges he would face as an Asian American, urging him to excel significantly to overcome prejudice. This experience instilled a drive to perform and succeed, although he later learned to embrace humility and individuality. His early career involved an internship at McKinsey & Company during his undergraduate studies at Yale, followed by a full-time role there after graduation. This provided him with a global perspective through projects in China, Southeast Asia, and Europe. He then attended Stanford University, where he met his co-founder. In 2007, he joined Maverick Capital, playing a significant role in building their private investing practice and investing across stages and geographies, including involvement in Y-Combinator. He discusses early investments he was a part of, in Korea, including Coupang and Kakao, emphasizing the importance of contrarian insights derived from primary research and understanding consumer behavior. Kim underscores that successful investing often requires going against the grain and developing unique perspectives through meticulous research. In Coupang's case, it was identifying the importance of customer service in building loyalty among South Korean women, while in Kakao, it was recognizing the potential of mobile communication to save users money. His willingness to present in Korean to the Kakao team, demonstrating his commitment and understanding of the local market, solidified their investment opportunity. He highlights that they prioritized consumer love and the potential for network effects, recognizing that as more people use a product, the better it becomes for all existing users. The founding of Goodwater Capital was driven by a desire to create a mission-oriented firm that focuses on consumer internet. Kim believes that the venture capital industry needs to shift from celebrating individual financial success to fostering a positive impact on the world. Goodwater's name symbolizes the firm's commitment to stewarding capital responsibly, recognizing its potential for both good and harm. He posits that while many venture capital firms diversify into areas like enterprise SaaS or climate tech, Goodwater remains steadfast in its belief that consumer technology, owning the end customer relationship, is paramount, extending into areas like financial services, healthcare, and education. At Goodwater, they combine the art and science of investing by utilizing technology and data to assess companies efficiently. Two-thirds of their team are data scientists, product managers, and engineers who have built a platform to track and analyze over 10 million companies in real-time. This allows them to quickly evaluate a company's growth, retention, customer love, and differentiation. But as important, he says, is their team spends more time with entrepreneurs, understanding their motivations and long-term vision. Kim values the qualities of an exceptional entrepreneur, someone who prioritizes the company's mission above personal gain. The company highly values finding "generational companies" with tremendous potential for impact. He wants young venture capitalists who are intensely passionate about finding and supporting great companies, willing to put in the hard work and discipline needed to succeed in the industry. Finally, Kim teaches an investor mindset that includes understanding the big picture, identifying key components for success, assessing risks, and ultimately taking a leap of faith with conviction. He stresses the importance of knowing the rules and frameworks but also knowing when to break them to innovate and create new things.