Ninja

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Ninja

Ninja

@ninjatofuture

3x Founder • BD/Growth degen • 8× hackathon wins (ETH/Sui/ZKSync/TON/Circle) • Building Commerce & Ads AI • Collabs? Slide in 🛸

Los Angeles, CA Katılım Ağustos 2013
216 Takip Edilen1.2K Takipçiler
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Ninja
Ninja@ninjatofuture·
"If life is set to 'Hard Mode,' don't expect to beat the game with a shortcut." I really feel this. In business, there’s often a lot of "garbage time." Look at Jeremy Lin, he rotted on the bench until that one moment with the Knicks. If he hadn't spent that time grinding in the shadows, he would’ve just been another casualty when his name was called. He had to stay ready while others were born with god-tier talent. Following the Moneyball theory: you don’t need a home run every time you’re at bat. Like in F1, it’s about finding an extra 0.1s in every corner. Accumulate that over ten laps, and that’s the gap between a contender and a champion (funny enough, Brad Pitt starred in both movies). If you’re fast, steal bases. If you’re a mid-range shooter, don't force the three-pointer. Don’t try to do everything yourself; let the specialists handle their craft. Division of labor is everything. And if you truly can’t win the fight, change the arena. If you can’t beat the "Pro League," go dominate the "College League." Many Taiwanese digital companies are thriving in Japan because they chose not to ram their heads against a wall at home. "There's a point at 7,000 RPM where everything fades. The machine becomes weightless. It just disappears."
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Feiteng
Feiteng@FeitengLi·
Boris Cherny(Claude Code 的创始人兼负责人) @bcherny 和 Cat Wu(Claude Code 产品负责人) 复盘 Claude Code 第一年: 一年前通用版上线,第一个 demo 发到 Slack 只换来两个 emoji;现在每天有几千个自主 agent 在跑。 这一年最反直觉的转变,是 Boris 已经不直接跟 agent 说话了。 「我跟一个 loop 说话,或者跟一个 routine 说话,由它来给 Claude 发提示词,这真的很疯狂。」 他把 18 个月概括成两次平台级跃迁:第一次,人从写源代码挪到跟 agent 对话;第二次正在发生,人从跟 agent 对话再挪到跟一个 loop 对话,由它去驱动 Claude。 loop 能干到什么程度?Cat Wu 留下的一个边界 bug,当晚被「另一个 Claude」先修好了——一位同事的 routine 专盯 5 小时没人回应的 bug 报告,自动提修复、容易验证的直接合并。Boris 说 routine 现在接管了全部代码审查: · 帮你盯着每一个 PR · 手动修 CI、手动 rebase 这些,他已经很久没做了 放手让 agent 自己跑,不会更危险吗?Boris 的判断正相反。 他的原话: 「其实你根本不想读大多数这些请求,把它路由给另一个模型去做安全检查,效果好太多了。」 理由是人性:当 99% 的权限提示都无害,人读着读着眼睛就发直了,真正危险那条反而被漏掉。推给用户前,团队拿数千条执行轨迹训练分类器,再让红队对代码库做提示注入攻击,每一次成功的攻击都变成一个 eval。 那怎么让一个 agent 能无人值守一直跑?Boris 的第一原则是不纠正单次输出: 「每次 Claude 犯了错,我不会告诉 Claude 下次要怎么做不同。」 而是把解法写进 CLAUDE.md 或做成一个 skill,把同类错误从此关掉。至于上下文,他给的是一条时间线——Sonnet 3.5 要做提示词工程,Opus 4 要做上下文工程,现在的模型两者都不要: 「给它最精简的系统提示词,最少的工具,然后让模型自己搞清楚。」 被问到下一步,Boris 没有预测形态,只说 agent 会跑得更久、更自主,同时并行的数量从一个跳到几千,而协调它们的界面会和现在完全不同——「再过一年,会是一套全新的东西,如果还是这些东西,那反而令人意外」。 完整双语转录 + 章节摘要 + 字幕: lattifai.com/zh/podcasts/Cl…
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Finn Mallery
Finn Mallery@fin465·
everyone's sleeping on how absurdly good 2026 is to start a company (even compared to 2024) one person can now: - ship full apps without engineers (cursor, replit) - design without being a designer (v0, Claude Design) - turn one video into 10 clips (opus, descript) - push those clips to millions (X, Linkedin, TikTok) - replace a support team (chatbase, intercom) - literally watch exactly what their users do (Posthog) - find + target perfect leads on autopilot (origami) This is such a rare window. I just can’t imagine it being this easy ever again
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Ninja
Ninja@ninjatofuture·
Cool stuff
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Ninja@ninjatofuture·
@mrblock 大廠都有排行榜 他們很多人為了卷這個會生一堆bot 自動評論給意見啥的 很多都瞎雞巴燒
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區塊先生 🐡 ⚠️ (rock #58)
🦔 AI「補貼時代」正式結束了! Microsoft 最近直接取消內部 Claude Code 授權,因為改成 token 計費後,成本高到連微軟都喊無法承受。 Uber CTO 更發內部 memo 警告:才用 4 個月,就把 2026 全年 AI 預算燒光! 同時,AI 軟體價格全面上漲 20–37%,GitHub 也捨棄固定費率,改成按使用量計費。 核心問題來了: 過去企業用「固定座位費」(per-seat)就能無限暢用 AI,以為成本會一直下降。 現在真實的 per-token 運算成本浮現,遠高於預期,正快速侵蝕企業利潤! 結果只有兩種可能: 1. 企業縮減 AI 使用 → AI 公司收入成長放緩 2. AI 廠商自己吸收虧損 → 單位經濟惡化 無論哪一種,AI 產業的獲利模式都開始出現裂痕。 這才是目前最被低估的 AI 風險。補貼泡泡正在破裂,大規模採用速度可能因此明顯放緩。
區塊先生 🐡 ⚠️ (rock #58) tweet media
Hedgie@HedgieMarkets

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

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alvin617.eth 🦇🔊
alvin617.eth 🦇🔊@Alvin0617·
非常年輕的傳奇投資人 Leopold @leopoldasch 為什麼砍了 $3 億 NVDA?而把錢全押在電力和礦場 核心邏輯是:他認為AGI 的真正瓶頸不是 GPU 光是電力、GPU 算力、BTC 礦企轉 AI 託管 這三個賽道就佔了大部分持倉 我用黃仁勳的 5 Layer Cake theory 拆解他的持倉 👇 5️⃣ 記憶體 — SNDK 加倉 816%,HBM 佔 AI 支出從 8% → 30% 4️⃣ 光學 — LITE 佔 8.7%,「不管誰的 GPU 贏都要用我的光模組」 3️⃣ GPU 雲 — CRWV call options 加了 672% 槓桿,最激進倉位 2️⃣ 礦場轉 AI — 8 檔佔 22.7%,有電有地換 GPU 就行 1️⃣ 電力 — BE 最大持倉 16.5%,能使用燃料電池繞過電網直接發電 - 最熱的記憶體和內存 - 代表 $SNDK $INTC $MU AI 模型的「工作記憶」每一次推論都需要高速讀寫 DRAM 和 NAND。HBM 短缺已成為 GPU 出貨的限制因子,記憶體佔 Hyperscaler AI 支出從 2023 年的 8% 飆升到 2026 年的 30% 💡 Leopold 在 Q4 把 SNDK 倉位加了 816%,同時用 INTC call options 押注 Intel 的先進封裝能搶到 HBM 封裝訂單。 - 半導體與光學 $LITE $COHR $TSEM $INFY 連接 GPU 叢集的「神經系統」— 光學收發器決定了 GPU 之間的通訊頻寬。800G/1.6T 光模組供不應求,交貨期超過 40 週 💡Lumentum 是最大個股持倉(8.7%),押的是「不管誰的 GPU 贏,都要用他們家的光模組」 - GPU 雲端運算 $CRWV $APLD $WYFI Hyperscaler 自己蓋不夠快,Neocloud(獨立 GPU 雲)填補缺口。CoreWeave 從幣圈公司轉型為 NVIDIA 最大的獨立客戶,已簽下數十億美元合約。 💡CoreWeave 佔組合 17.6%(含 call options),是第二大曝險,Leopold 用 call options 加了 672% 的槓桿,這是最激進的倉位,Neocloud 就是 AI 時代的 AWS - 比特幣礦企轉型的 AI 基礎設施 $CORZ $IREN $CIFR $RIOT $BTDR $HUT $CLSK $BITF 礦場是被低估的「AI 不動產」。比特幣礦場擁有現成的電力合約、散熱系統和土地,轉型 AI 託管的邊際成本極低, 💡8 檔礦場股佔組合 22.7%,是最大的單一賽道,礦場已經有電、有地、有散熱,只需要換 GPU 就能變成 AI 數據中心。Core Scientific 跟 CoreWeave 簽了 $10B+ 的託管合約就是最佳證明。 - 電力 $BE $EQT $SEI $BW $PUMP $LBRT $PSIX 💡 Bloom Energy 是整個組合的最大持倉(16.5%)當電網瓶頸停擺時,它的固態氧化物燃料電池可以繞過電網,直接在數據中心旁邊發電,EQT 則是天然氣供應商 實時追蹤他的 portfolio 👇
alvin617.eth 🦇🔊 tweet media
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Gaurav
Gaurav@gauravsbuilding·
Today, we kill influencer marketing. Just enter your website and create your brand’s own hyper-realistic AI influencer. Fastlane then creates thousands of videos of your influencer promoting your product, all cloned from viral content. Deploy your own AI UGC army in seconds:
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andrew pignanelli
andrew pignanelli@ndrewpignanelli·
Announcing Cofounder 2: Run an entire company with agents. It's the infrastructure for the one person billion dollar company - orchestrating agents across engineering, sales, marketing, ops, and design. (and yes that's my real grandma in the video)
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Bill The Investor
Bill The Investor@billtheinvestor·
ANTHROPIC刚刚发布了使用 Claude Code 构建公司的官方指南。 CEO:1 名人类。 员工:AI 智能体。 运营:全自动。 零员工公司不再是一个笑话。
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Ninja@ninjatofuture·
有人分享了媒體報導:SBF 投資 Cursor 種子輪 20 萬美金,放到現在是 30 億美金。 CZ/何一 投的大多數是現金流項目,華人在投資上通常沒辦法等待,可能因為投資人壓迫啥的。(黑悟空早期投資人吳旦就是罕見一例等了七年) BN 諸如推出 dex/ Wallet 等,要孵一個全新出來不如等別人先做成功,等人家先做直接模仿比較快,認真搞行銷如 alpha,那錢來得快,策略不同兩個人面向的差挺多。 不是要幫誰說話,策略本身不一樣,如果不是左手倒右手,那 SBF 在不同產業貢獻真的太大。 (聲明:我也是人生第一次跑過完整 FTX 破產清算==)
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Ninja@ninjatofuture·
4/30-5/20 in LA. 可能會去 Plug and Play 有人也在洛杉磯嗎?可以聊聊天。
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Sar Haribhakti
Sar Haribhakti@sarthakgh·
.@eringriffith: "His start-up, Medvi, a telehealth provider of GLP-1 weight-loss drugs, got 300 customers in its first month. In its second month, it gained 1,000 more. In 2025, Medvi’s first full year in business, the company generated $401 million in sales. Mr. Gallagher then hired his only employee, his younger brother, Elliot. This year, they are on track to do $1.8 billion in sales." nytimes.com/2026/04/02/tec…
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Okara
Okara@askOkara·
Today we're introducing the world's first AI CMO. Enter your website and it deploys a team of agents to help you get traffic and users. Try it now at okara.ai/cmo
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weisser
weisser@julianweisser·
500 rejections. 0 co-founders. $300M valuation. Solo Founders Podcast Episode 2 is live with @pk_iv of @browserbase. Paul tried to find a co-founder. Nobody took the role. So he started Browserbase alone. Now they've raised $67.5M and have customers like Perplexity and Vercel. All in under two years. His take: "First-time founders should not be solo founders." 03:39 – StreamClub: from 72-hour coding binge to #1 on Product Hunt 06:41 – The 3,000-word memo that became Browserbase 08:32 – Solo by circumstance: co-founder dating and getting rejected 09:50 – The five-tool founder 18:48 – Company culture as a mirror of your flaws 30:46 – 500 rejections and hiring from non-traditional backgrounds 35:44 – Quarterback → head coach → GM: how the CEO role evolves 45:08 – The case against solo founding 51:49 – The case for solo founding
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伍壹 | AI · Crypto
伍壹 | AI · Crypto@0x515151·
现在资讯量真的太多了... 原本只看Crypto + Meme 后面AI火了 变成 Crypto + Meme + AI 再來贵金属火了 变成 Crypto + Meme + AI + XAU + XAG 现在原油火了 变成 Crypto + Meme + AI + XAU + XAG + USO 现在到底玩到哪了 太发散了能不能让我收敛回来 一天24小时真的看不过来
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Ninja@ninjatofuture·
@OnTheGrapevine But meta fired 20% employee, also happened on Amazon
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Saumil
Saumil@OnTheGrapevine·
We’ve raised $4.1M to let AI find the right job for everyone. So today, we’re launching TAL. 3 years and 1M+ users on Grapevine taught us this: The internet today works for companies. Not for talent. Job boards, applications, resumes, ats. The system was built to help companies process people. But people are not pipelines. You are not a resume. You are not an application. You are not a candidate. You are talent. TAL is your talent agent.
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Ninja@ninjatofuture·
@watreejane 這篇很頂 該做都得要做到 就不愁沒單
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