近日，罗永浩在社交媒体上发文称‘贾国龙估计又被忽悠了’，引发广泛关注。此言背景源于西贝餐饮创始人贾国龙此前高调宣布进军预制菜赛道，并宣称要打造‘家庭厨房’新模式。然而，该战略推进过程中遭遇市场质疑与销量不及预期的困境。罗永浩作为多次创业、深谙商业逻辑的连续创业者，对此评论道：‘贾国龙估计又被忽悠了’，暗指其可能被某些所谓‘风口’或资本话术误导，重蹈过往盲目扩张的覆辙。罗永浩本人曾因锤子科技和直播电商经历起伏，对创业陷阱有切身体会，因此他的点评被不少网友视为‘一针见血’。此番言论也再次引发公众对预制菜行业真实需求、商业模式可持续性以及企业家如何理性判断趋势的讨论。尽管贾国龙尚未公开回应，但这场隔空对话折射出当下中国新消费领域在资本驱动与用户真实需求之间的张力。值得注意的是，罗永浩的发言并非恶意攻击，而更像是一种基于经验的警示——提醒创业者在追逐热点时保持清醒，避免被短期利益或外部声音裹挟。
Recently, Luo Yonghao posted on social media, ‘Jia Guolong has probably been fooled again,’ sparking widespread attention. This comment stems from Jia Guolong—the founder of restaurant chain Xibei—previously announcing an ambitious move into the ready-to-eat meal sector, claiming to create a ‘home kitchen’ business model. However, the initiative faced market skepticism and underwhelming sales. As a serial entrepreneur with deep experience in navigating business pitfalls, Luo remarked that Jia was likely misled by hype or capital-driven narratives, repeating past mistakes of overexpansion. Having gone through the highs and lows of ventures like Smartisan Technology and live-streaming e-commerce, Luo’s critique is seen by many as incisive and grounded in real-world experience. His comment has reignited public debate about the genuine demand for ready-to-eat meals, the sustainability of such business models, and how entrepreneurs should rationally assess emerging trends. Although Jia has not yet publicly responded, this indirect exchange highlights the tension in China’s new consumer sector between capital-driven momentum and authentic user needs. Notably, Luo’s remark isn’t meant as a personal attack but rather as a cautionary note—urging fellow founders to stay clear-headed amid industry buzzwords and avoid being swayed by short-term incentives or external pressures.
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