查布朵.得疗

我的AI上个月给我说2025年3月worldcoin有一轮融资，数目1.35亿，对象a16z。但是我到处找源头没找到，以为是AI幻觉。 所以这是什么情况？ 巧合或者AI某种更深层次的网络意识？

今天在深圳一个小龙虾派对上，见到了几位投资人，其中也包括朱啸虎。 在最后的讨论环节，主持人问了一个很有意思的问题： 在 AI 时代，到底需要什么样的创始人？ 朱总的回答让我印象非常深刻。 他说， 现在最重要的一种能力，其实是：Taste（品味）。 这其实是我在 AI 圈听过很多次的一个词，但这次我感受特别深。 因为这几天在深圳，我连续见了很多投资人。 他们几乎都会问我一个问题： ZenStellar 这个产品的壁垒是什么？ 在 AI 时代，尤其是软件领域，产品的技术门槛其实已经越来越低了。 很多东西都可以很快被复制。 所以我给他们的回答有两个。 第一，是硬件本身。 我们这颗看起来很简单的珠子，其实是花了接近一年时间反复打磨、迭代、测试才最终确定下来的。 一个看起来“很普通”的形态，背后其实是非常多的细节、试错和优化。 这是我们的一个壁垒。 但第二个壁垒，其实更重要。 就是创始人的 Taste。 也就是朱总今天说的：品味。 这件事情很微妙。 主持人后来也追问他说： 那你说的“品味”，到底是什么？ 他说了一句话我非常认同： 它很难被定义，也很难被量化。 它就是一种感觉。 AI 很难做到这一点。 因为品味，本质上来自于一个人的经历、气质、审美、生活方式。 每个创始人都有自己的风格。 而他做出来的产品，最终也会变成他的延伸。 就像乔布斯。 他极致的产品审美，其实和他年轻时候学过书法有很大的关系。 某种程度上，我自己也是一样。 我从小学习中国软笔书法，并且拿到了书法十级。 我对“美”这件事情其实是非常执着的。 我很难接受丑的东西出现在我身上， 也很难接受丑的产品出现在我做的品牌里。 无论是产品设计、穿衣风格、妆容，甚至是我去一个地方拍照的时候，我都会考虑： 衣服和环境是不是和谐的。 因为“舒服的感觉”对我来说很重要。 所以很多投资人会问我： 为什么你会想到做这样的产品？ 为什么你的产品看起来这么好看？ 其实答案很简单。 因为我真的很在意这些细节。 我相信在这个 AI 时代， 功能可以被复制，技术可以被复制。 但品味，很难被复制。 除了 Taste，今天还有一位投资人提到一个词我也非常认同： 创始人的智慧。 这种智慧不只是聪明。 它包含很多东西： •阅历 •判断力 •对一件事情的长期信念 •以及在失败中继续前进的能力 也就是 Resilience（韧性）。 这一点其实英伟达老板黄仁勋也讲过很多次。 创业者最重要的一种能力，就是： 在无数次失败之后，还能继续走下去。 所以今天这个小龙虾派对，对我来说收获很大。 如果让我总结一下，在 AI 时代我最认同的创始人特质是： 1️⃣ Taste（品味） 2️⃣ Wisdom（智慧） 3️⃣ Resilience（韧性） 技术越来越容易获得。 但真正稀缺的，还是人本身。

众所周知一般来说大龄剩女，大龄只是她最小的缺点。 所以，还有啥致命缺点。

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

Blockchains have always been and always will be tech for finance. Their core purpose is financialization. That’s why architecting a chain to protect unification of liquidity is more important than practically anything else. I am happy the misadventures around things like gaming in particular are fully dead and over. More broadly, I felt the “read write own” / web3 articulation was too skeuomorphic and, frankly, intellectually lazy to transpire because new tech is never as simple as putting something on a blockchain and voila. You have to create new markets. This narrative functioned more as a fig leaf for a reason to put VC dollars into more unnecessary infrastructure to rationalize a desire to create a private asset that could become magical internet money. The more folks that launched projects to attract price based on selling a narrative to the wild Wild West of internet liquidity, the harder the legitimizing narrative machine worked to ascribe value to all this as the third coming of apps - “all the stuff you do today, but now it pays you” In reality, the opportunity is immense, and bigger than our most creative minds can imagine, but not as it’s been articulated over the last few years. This blockchain adventure has always been about finance: open financial rails for anyone and everyone on the internet. This makes it newly possible for capital formation and internet formation to happen anywhere in the world, and for the ensuing innovation and progress to take hold. Open finance enables greater economic freedom and with it individual sovereignty and agency.