Economics is about building connections; politics is about managing relationships.

@mablemeibao @mablejiang cc here

If you haven't yet been blown away by ClaudeCode/Clawbot and been so excited you couldn't sleep, you might be missing out on one of the few opportunities in your life. Those who hold 24-25 year old views are still stuck in the mindset that this generation of young people is just there to absorb the bubble and deflate it. Today, I'm just glad I'm still young. Looking at the interns in their early twenties on my team, I'm incredibly envious of them being born in the best of times. In the future, most software will disappear. Many integrated hardware components will also disappear (even the iPhone might disappear). What will remain are various sensors (like my beloved Whoop). The future opportunities will come from Chainlink in the AI world, transferring real-world data to AI. And then there will be companies selling APIs in large numbers. Most apps will be simplified into APIs. AI will be the only entry point. APIs are eating the world.

My honest feeling: It makes me feel much better to express my inner pain and confusion.

There's a strange phenomenon among Asian founders (a problem I've also encountered): They all start their businesses with a global vision, full of ambition in their humble beginnings, but after achieving some success, they become hesitant and timid. Google, even in its garage, envisioned searching the entire world. Facebook initially aimed to connect the world. Uber, from day one, aimed to revolutionize the taxi industry. Ultimately, these Silicon Valley companies became great companies. Why do companies gradually become mediocre along their development path? Is it a lack of firm belief in their vision? Is there a problematic cultural environment? Is it a sense of insecurity leading to a greater attachment to existing business? A shrinking opportunity resulting in a rapid encounter with a transparent ceiling? An inability to consistently achieve success? This issue may not be limited to Asia, nor is it limited to founders.

The domestic environment is outrageous. A friend of mine works as a male model at a KTV. He graduated in 2004 from a top-tier university (985 Project). Just three months ago, he was a software engineer at a leading car company working on autonomous driving. Now he's a male model at a KTV. This is accelerating the trend towards Japanization.

@mablejiang again here

I was releasing the internal beta code of Nado a month ago. At that time, what the hell did everyone think? It belongs to the stage where the code is issued and some people don’t want it. As a result, the fire exploded recently Recently, I gave turboflow to my friends. Everyone thinks, what the fuck is this? Again, many people think that it is not necessary Post a post, would you like some? If you want to bring the community and want to use it, please send me a private message Perp dex that can open 1000x leverage Isn’t this matcha on the chain?

I think Zama is capable of winning the Grand Slam.

The two most worthwhile investments I made this year: one was getting femtosecond LASIK surgery on my eyes; the other was buying Whoop. I now have a much clearer understanding of my physical condition. I drank heavily last night and got up early this morning to catch a flight. Recovery hit 7%! I don't feel too bad physically. I think I'm still young and not afraid. But the actual data is far worse than I feel. Whoop is even better at reminding me to rest than my mother is.