The talk revolves around the capital-centric view of a business model, which follows the 4+1 standard: unique product, profitability, scalability, protection, and operating in a large market. It highlights the importance of consulting services like wealth management, financing, and equity management, comparing it to a platform connecting investors and projects (like a fund industry"s Coordinating Network). The speaker emphasizes the potential of early-stage company shares as an investment opportunity in China"s growing capital markets.