Luo Zhenyu mentioned the concept of basic disk and underlying logic in his 2020 "Friends of Time" speech. The basic disk referred to the relatively stable user group in an industry or field, and the underlying logic referred to the behavior and thinking patterns that this user group followed. Specifically, Luo Zhenyu pointed out that the basic market referred to those user groups with high spending power and loyalty in the industry, such as investors, entrepreneurs, media people, etc. These users would usually provide funds, resources, and other support for the development of the industry. At the same time, they would also have an important impact on the development direction and trends of the industry. The underlying logic referred to the behavior and thinking patterns that these basic disk users followed, such as the problems they were concerned about, research methods, decision-making methods, and so on. These behaviors and ways of thinking were the foundation of the development of an industry or field. If they were distorted or changed, the development of the entire industry or field would also be greatly affected. Luo Zhenyu's basic disk and underlying logic concept emphasized the importance of a relatively stable user group in the industry or field for the development of the industry. At the same time, it also reminded practitioners to pay attention to the behavior patterns and thinking methods of these user groups in order to better grasp the development trend and direction of the industry.