Josh Liu

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Josh Liu

Josh Liu

@joshliusg

Investor & Business Builder | Ex-GaorongCapital|Ex-Kuaishou | Ex-Bytedance

Singapore Katılım Şubat 2022
3.1K Takip Edilen5.2K Takipçiler
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Alfred Lin
Alfred Lin@Alfred_Lin·
A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you. There are two paths. We can play defense: - Protect what we have - Optimize what works - Wait for clarity It feels safe. It isn’t. Or we can play offense: - Learn faster than the environment changes - Use new tools to solve old problems in better ways - And create entirely new strategies and businesses That’s where the opportunity is. Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.
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Josh Liu
Josh Liu@joshliusg·
@Areskapitalon 美国如果能纠错 就不要boots on the ground, 你不相信川普会是这样的英雄 同样也不应该相信Walsh回是下一个Volcker
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Aelia Capitolina
Aelia Capitolina@Areskapitalon·
这就是我不看好黄金的原因,几个月前说过,当大家在计价美元体系末日的时候,黄金会暴涨。当美元体系真的像现在这样垮掉的时候,市场会计价:1. 美元体系垮得没之前想象的那么彻底,美国仍有基本的纠错能力;2. 多极货币体系的存在,其实更加利空黄金,因为黄金是非生息资产。所以我认为黄金之后的趋势可能就是一路下跌。
Aelia Capitolina@Areskapitalon

@liuhua45511918 主权货币之间的竞争,其实是一个有序的秩序。由美元单极变成中、美、欧三种货币竞争,其实比起之前的单极体系更加稳定,更加利空黄金

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Josh Liu
Josh Liu@joshliusg·
Speed wins
a16z@a16z

New media runs on speed. @pmarca on the OODA loop: "Speed wins." "If you can have a sustainably faster OODA loop processing cycle than the next guy... then if you think about what happens — let's say it takes an hour to figure something out." "It takes the other guy two hours to figure something out. Think about what happens is: you start out on even playing field. You both start your decision making cycles." "You make your decision within an hour. The other guy is still say, is inside his own OODA loop when you make your decision, right?" "He's only halfway through his process, he now has to start his process over, right — because you've changed the landscape. You've changed the parameters of what's going on. So he now has to go back and re-serve and reorient and start over." Observe, orient, decide, action.

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David Senra
David Senra@FoundersPodcast·
My notes from Poor Charlie's Almanack: The Wit and Wisdom of Charlie Munger turned into maxims: 1. Find a simple idea and take it seriously.  2. Good ideas are rare. When you find one bet heavily.  3. Humans have been writing down their best ideas for 5,000 years. Read them. 4. Avoiding stupid mistakes is more important than being smart. 5. Don’t work with anyone you don’t admire. 6. Don’t sell anything you wouldn’t buy. 7. Avoiding a bad habit is easier than breaking a bad habit. 8. Work on your best idea. Don't diversify 9. Incentives rule everything around you. Look for them.  10. Great businesses are built by going ridiculously far in maximizing or minimizing one or a few things. Think Costco.  11. Learning is changing behavior.  12. Do the unpleasant tasks first. 13. Charlie has read hundreds of biographies. Do the same.  14. Stop multitasking. Concentrate. 15. Many hard problems are solved best when approached backwards. 16. Think of ideas as tools. When a better tool comes along use it. 17. Clip your business and personal expenses. Small leaks sink big ships. 18. Make friends with smart dead people. Adam Smith, Darwin, Cicero, Ben Franklin —whoever interests you. Read their writing. Steal their ideas. They don’t need them anymore. 19. Don't confuse intelligence with invincibility. 20. Bad things will happen to you. It’s inevitable. When they do get up and keep going and remember the next maxim. 21. Self pity has no utility.   22. Find out what you are best at. Then pound away at it. Forever. 23. Only plays games where you have an edge. 24. Avoid mob rule. Avoid demagogues. Avoid dogma. Avoid bureaucracy. 25. Optimize for independence. 25. Use money to buy freedom. 26. Develop durability. 27. What do you have an *intense* interest in? Do that for money. 28. Self improvement has no end.
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CyberRobo
CyberRobo@CyberRobooo·
🤯Absolutely insane. Unitree's humanoid robot team's performance at the 2026 Spring Festival Gala The significance of the humanoid robot's performance lies in letting 1.4 billion Chinese people know where the future lies.
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Chris
Chris@chatgpt21·
Anthropic had 16 AI agents build a C compiler from scratch. 100k lines, compiles the Linux kernel, $20k, 2 weeks. To put that in perspective GCC took thousands of engineers over 37 years to build. (Granted from 1987 - however) One researcher and 16 AI agents just built a compiler that passes 99% of GCC's own torture test suite, compiles FFmpeg, Redis, PostgreSQL, QEMU and runs Doom. They say they "(mostly) walked away." But that "mostly" is doing heavy lifting. No human wrote code but the researcher constantly redesigned tests, built CI pipelines when agents broke each other's work, and created workarounds when all 16 agents got stuck on the same bug. The human role didn't disappear. It shifted from writing code to engineering the environment that lets AI write code. I don’t know how you could make the point AI is hitting a wall.
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Vinod Khosla
Vinod Khosla@vkhosla·
One of our most requested resources within our venture assistance is help with pitching and storytelling -- here's the workshop on "Nailing your Fundraise" i gave our CEOs at our summit and full deck linked on our site khoslaventures.com/nail-your-rais…
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Josh Liu retweetledi
Ray Dalio
Ray Dalio@RayDalio·
By recognizing the higher-level consequences nature optimizes for, I've come to see that people who overweigh the first-order consequences of their decisions and ignore the effects of second- and subsequent-order consequences rarely reach their goals. This is because first-order consequences often have opposite desirabilities from second-order consequences, resulting in big mistakes in decision making. For example, the first-order consequences of exercise (pain and time spent) are commonly considered undesirable, while the second-order consequences (better health and more attractive appearance) are desirable. Similarly, food that tastes good is often bad for you and vice versa. #principleoftheday
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Josh Liu
Josh Liu@joshliusg·
@xy9301 Spot on😁👍The Law of 10Billion Tokens!
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BradMoon
BradMoon@xy9301·
Proposing a new metric for AI vulnerability scanning tools: Total Token Consumption If your AI scanning tool claims great results after consuming only 10 million tokens, those results are likely fragile. Consumed 10 billion tokens? Now we're talking about something solid. This is like the "10,000-hour rule" applied to AI engineering. Token consumption essentially quantifies the depth of your engineering investment: • 10M tokens = tested a few dozen contracts, got lucky with a few successful cases • 10B tokens = encountered thousands of contract patterns, hit countless edge cases, iteratively optimized prompts and context strategies for each problem type, built a complete regression testing system Real diversity, edge case coverage, and system robustness are all encoded in this number. From "demo works" to "production-ready," there are no shortcuts—only massive deliberate practice. Projects claiming breakthroughs with low token consumption either have overly narrow test scenarios or flawed evaluation criteria. AI tool reliability isn't achieved by tweaking a few parameters—it's an engineering outcome "burned through" with billions of tokens. This number doesn't lie.
BradMoon@xy9301

Two Extreme Misconceptions About Using AI/LLMs: The core issue is cognitive bias regarding engineering investment. The first group's problem is excessive optimism and overgeneralization. They might happen to get decent results on a particular case and immediately think they've found a "silver bullet," ignoring that these successes might just be because the task happened to fall within the LLM's capability boundaries, they got lucky with a domain well-covered by the model's training data, or they didn't encounter edge cases and various complex real-world scenarios. They don't realize there's a huge gap between "the demo works" and "production-ready." The second group's problem is premature abandonment and lazy thinking. They treat LLMs like magic wands, expecting perfect results with zero investment. When they discover the need to carefully design prompts, iteratively optimize, and handle various corner cases, they immediately dismiss the tool itself rather than reflect on whether their own investment was insufficient. The systematic engineering work is what transforms LLMs from "promising tools" into "reliable productivity": 1. Prompt Engineering isn't simply writing a few sentences—it requires repeated experimentation and iteration, including structural design of instructions, careful selection of few-shot examples, explicit constraints on output format, and handling instructions for edge cases. Every detail can impact result quality and stability. 2. Cross-file and cross-contract Context Engineering requires careful design of how to handle dependencies between contracts, inheritance relationships, and cross-contract calls—how to effectively feed this context to the LLM, how to chunk it, how to maintain associations, and how to control token budget. 3. Checklist collection needs to be systematically built based on issues encountered in actual use, known vulnerability patterns, and industry best practices. 4. Regression testing must ensure each optimization doesn't break previously working scenarios, requiring establishment and continuous maintenance of test case sets, building extensive benchmarks, validating effectiveness with real, diverse cases to ensure results are stable, reproducible, and broadly applicable—not accidentally successful. This is no different from traditional software development—both require rigorous engineering discipline. The problem is that AI marketing rhetoric and some early success stories have created an illusion that "AI is easy to use," leading many to underestimate the professionalism and investment required to use it well.

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Josh Liu
Josh Liu@joshliusg·
Andrej Karpathy put it perfectly: -Software 1.0 easily automates what you can specify -Software 2.0 easily automates what you can verify That’s why tasks with obvious right-or-wrong answers are improving incredibly fast; but tasks hard to score objectively, AI are moving slowly
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Messari
Messari@MessariCrypto·
12 projects collectively raised $136 million last week.
cereal_killer@FBitach

Top 5 Crypto Fundraising Rounds last week 👇 @Lighter_xyz – $68M > Ethereum-based ZK Rollup perpetual-futures exchange > @foundersfund, @RibbitCapital & @HaunVentures @AgentLISA_ai - $12M > An AI agent that uses LLM techniques to analyze smart‑contract code > @NGC_Ventures, @Signum_Capital & @LongHashVC @Acurast - $11M > Decentralized compute network powered by smartphones > @CoinList, @TezosFoundation, & @Web3foundation @SeismicSys - $10M > An encrypted blockchain platform that restructures the open-source blockchain stack around secure hardware > @a16zcrypto, @polychaincap & @ambergroup_io @selfxyz - $9M > Protocol for fully private, verifiable identity > @sandeepnailwal, @greenfield_cap, & @sreeramkannan 12 projects collectively raised $136 million last week.

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0xFrancis
0xFrancis@xiao_zcloak·
很多人在问 ICP 怎么了?作为在 ICP 上开发了2年多的项目方,简单说两句。 1. ICP 几年前就实现了 Passkey 登陆,用户体验最丝滑。 2. 每个应用一个地址,不可能出现一个错误授权清空钱包的安全问题,新手保护最好。 3. 反向 Gas 费,转账不需要用 ICP 做 Gas 费,甚至不需要 Gas 就能随意交互。用户体验无敌。 4. TPS 全行业最高,上限21万,链上代币转账秒到,丝滑无比。不信你从 CEX 提一次 ICP 看看到账有多快。 5. ICP 的合约有手,可以拿住任意链上的任意资产(合约可以直接产生数字签名)。 6. ICP 的合约有眼睛,可以自己去读网上的任意数据,相当于内置了免费的预言机。 7. ICP 的合约有嘴巴,可以向任意网络服务写入数据,且这个动作受网络共识保护。 8. ICP 的合约肚量很大,可以直接往一个合约里存几十GB的数据,价格?1GB存一年,5刀。 9. ICP 的应用是真正的全栈上链。对的,网站前端也可以放在智能合约里,保证不受黑客攻击。 10. ICP 链内直接运行着 BTC 的全节点,可以无缝与 BTC 主网融合交互。ckBTC 可以实现全行业最丝滑的 BTCFi 应用。 11. ICP 最新的拳头产品 caffeine.ai,可以通过聊天生成 Web3 应用且直接上链,无需任何编程开发。 12. 所有主流公链的代币,都可以被 ICP 合约“拿住”,然后在 ICP 上做转账、做DeFi,做各种有意思的事。 13. ICP 内置行业最先进的基于身份的加密系统,链上可以直接大容量存储隐私数据。 14. ICP 是全行业密码学专家和工程师最多的团队,BLS、Groth16,这些知名密码学协议的作者都是 ICP 的员工。 15. ICP 是全行业最重视去中心化治理的公链,独一无二的 SNS 治理机制让持币用户的投票直接变成合约升级。 16. ICP 常年受到某些著名加密VC和加密媒体全方位的压制和打压。但币价可以被打压,技术实力不会。 17. Ethereum 和其它公链是账本,ICP 是真正的世界计算机。 18. ICP is crypto cloud.
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Merit Systems
Merit Systems@merit_systems·
Reminder: x402scan is fully open source and paying contributors
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