AI 原生一代的学习

The idea

I believe AI tutoring becomes standard for how kids learn, but the models underneath will get cheap and commoditized, so the real winners are the companies with proprietary curriculum, scarce content, and an integrated experience, not the raw AI layer. My basket splits between China's content-plus-learning-device players and research institutions, and global textbook and courseware publishers alongside daily-use learning apps and a curriculum-based school operator. I keep a meaningful cash slice to add on weakness and I'm thinking in years, not months.