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wwang的笔记

wwang的笔记
Wei Wang

探索技术与自由的边界。致力于构建反脆弱系统，并在 Crypto、长期投资与创业中寻找 10x 的不对称机会。

此节点用于输出未经编译的中文思考流 (Raw Signals)。

[ Pointers ]
* Root: https://wwang.tech (长文)
* Now: https://wwang.tech/now (近况)
* Notes: https://notes.wwang.tech (本站)

  3. https://www.youtube.com/watch?v=_CCewc-mn9c

    "I wouldn't say AI is commoditized. I would say the underlying pioneer model, foundation model, that is trained with a huge amount of money, is more commoditized." -- Kai-Fu Lee
    YouTube
    Chinese AI Pioneer Questions OpenAI's Sustainability
    Chinese entrepreneur and AI pioneer Kai-Fu Lee says he questions the sustainability of OpenAI, and discusses the impact of DeepSeek on global AI development. The former Google executive also gives his top AI picks on Bloomberg Television.
    --------
    More…

  6. https://x.com/ohyishi/status/1901083795115463124

    "后来去了大一点的公司，才明白这是常态。一个小事情，如果不带上很多人天天开会讨论，似乎就没法体现自己的工作价值。哪怕在周报上，硬凑也得凑满 200 个字。

    题解得对不对不重要了，全套尺规作图，把线画直，显得自己做题认真才重要。"
    X (formerly Twitter)
    Yishi (@ohyishi) on X
    很多年前，我在杂志上看到一篇关于 yahoo 产品设计师 的专访。文中大篇幅描述了她如何和 8 个跨部门同事 花了一星期时间，敲定某个 app 按钮的颜色。

    典型的芭芭拉证明逻辑，论据详实，看似很有说服力。但实际上，那个 app 的产品定位不清晰，上线没多久就被下架了。

  10. https://x.com/balajis/status/1901135087116448144

    "Tariffs are taxes."
    "Tariffs are regulations."
    "The US issues the reserve currency, so it’s always higher margin to print 100 cents on the dollar, than to grind out a screw for 1 cent on the dollar."
    X (formerly Twitter)
    Balaji (@balajis) on X
    @carney Tariffs are taxes.
    Tariffs are regulations.
    And tariffs cause inflation.

    Yes, they are a tool that can be used strategically for key industries, but there’s a big difference between targeted tariffs vs China on strategic parts vs random untargeted…

  15. It would be incredibly cool to sit on a trail, open my iPad, SSH into a remote terminal, and chat with Claude Code for an awesome app. (I love terminal, btw)

    https://www.youtube.com/watch?v=AJpK3YTTKZ4
    YouTube
    Introducing Claude Code
    We're launching Claude Code, our agentic coding tool, in a limited research preview. Claude Code lets developers delegate substantial engineering tasks to Claude directly from their terminal.

    Claude Code has already become indispensable for our team. In…

  17. wwang的笔记
    https://x.com/prashanthc123/status/1896832494709735569 https://medium.com/bringin/bringin-bitcoin-to-ai-684e744b6795 Crypto is the money for AI (链接展示了使用Claude MCP和比特币闪电网络、NWC自动购买esim的示例)
    https://medium.com/@earndotcom/21-is-an-open-source-library-for-the-machine-payable-web-4f30d1437fde

    Balaji 的 21.co 在9年前就有类似的想法 - crypto is the money for machines
    Medium
    21 is an Open Source Library for the Machine-Payable Web
    21 is an Open Source Library for the Machine-Payable Web
    by John Granata, Ali Fathalian, Matthew Storus, Jian Li, and Balaji S. Srinivasan

  18. wwang的笔记
    https://x.com/KaranVaidya6/status/1896970570056786378 AI里的第一性原理：给更多的数据才能办更多的事。 Function Call/MCP给AI提供了Web没法提供的私有数据。基础模型本身已经逐渐显露出充分竞争的迹象（截至2025-03-05），Function Call/MCP的提供商或者交易平台（例如推文里的 https://mcp.composio.dev/ ）是下游更高附加值的领域。需要研究有没有价值捕获的可能。
    https://x.com/dotey/status/1898224607024279615

    AI应用的竞争也很激烈，现在还看不出来谁有垄断的潜力。

    如果各种AI应用是移动时代的手机app，那为什么不直接买对应于Apple和Amazon的生态位公司的股票？毕竟App开发商每赚的一块钱，都有可观的一部分给了App Store的抽成和AWS的服务器费用。
    X (formerly Twitter)
    宝玉 (@dotey) on X
    彭博社：风向变了！硅谷投资人不再迷恋大模型，而是追捧“AI 应用”

    最近，硅谷风向变了。

    就在不久前，OpenAI、Anthropic 这样的 AI 大厂还备受投资人追捧，每年投入数十亿美元打造先进的人工智能大模型（LLMs）。相比之下，像 Harvey

  20. wwang的笔记
    https://x.com/prashanthc123/status/1896832494709735569 https://medium.com/bringin/bringin-bitcoin-to-ai-684e744b6795 Crypto is the money for AI (链接展示了使用Claude MCP和比特币闪电网络、NWC自动购买esim的示例)
    https://x.com/positiveblue2/status/1898112368061620694

    https://www.fewsats.com/ L402 + MCP
    X (formerly Twitter)
    positiveblue ⚡️🍠 (@positiveblue2) on X
    positiveblue ⚡️🍠 (@positiveblue2) on X
    One of the main limitations of MCP applications is payments.

    For 30 years, internet payments have been linked to the browser, forcing AI Agents and AI Copilots to break UX with checkout URLs or …