贺志强 transitioned from Lenovo Group CTO to leading their corporate venture arm, where he contrasts his former role's 80% controllability with investing's 80% uncertainty, which he embraces through a patient 7-8 year investment horizon focused on early-stage hardcore technologies like robotics and core components. He advocates investing in both consensus directions like AI while seeking non-consensus angles within those themes, and positions corporate venture capital as essential infrastructure for technology chain master enterprises to leverage their industrial resources systematically.