Richard Bian

Dario is wrong. He knows absolutely nothing about the effects of technological revolutions on the labor market. Don't listen to him, Sam, Yoshua, Geoff, or me on this topic. Listen to economists who have spent their career studying this, like @Ph_Aghion , @erikbryn , @DAcemogluMIT , @amcafee , @davidautor

@yihong0618 你就说需不需要世界模型吧（🐶）

@hi_caicai 3 是对的，2 不是错的，1 很冒险。私以为，这一代如果真的有新的设计产品出现，Figma 的这些人，比起一个没有设计背景的人来说，还是有专家经验优势，有过一句话 “不要用自己的爱好挑战别人的专业”。 私认为值得观察 Figma 的核心人员流动。

我最近有个挺认真的想法，今年把公司在 Figma 上的订阅停掉，彻底推动一套新的产品设计工作模式。原因有三点： 1、Figma 这一代设计工具，在 AI 时代已经有点过时了。我们还需要设计，设计产出依然关键，但不需要旧的设计模式 2、指望 AI 生成设计稿，再还原界面，是一条死胡同。我不看好这类工具，既然可以直接生成原型，为什么还要让 token 在两边各烧一遍？ 3、这个时代真正属于产品设计师的工具还没出现，但我可以先从流程和协作方式改起。更让我兴奋的是，我也很想试试去 build 出这样的工具。

It was quite a delight to have the conversation with the SAILs' team. We talked about several interesting topics, from foundation models to applications and ecosystems. Build bridges, not walls. 🥰

China’s AI ecosystem is moving at a pace most of the West isn’t even tracking yet. 🇨🇳🤖 @RichSFO from @AntGroup discusses the "OpenClaw" sensation and why what you see in a demo isn't always what you get in production. We talk about: - The "frontier models" actually driving usage. - Why the North American ecosystem is missing the full picture. - The reality gap between AI demos and production-ready tools. Is the West falling behind on AI implementation? 🧵👇 Full interview just dropped on YT! Link in replies.

@hqinjarsy Latent space 多样性是一个很有意思的视角～

我之前认为中文prompt发散能力更强，现在发现中英混杂prompt更猛。

@natolambert @xeophon Well said, though probably unintuitive.

Pretty much called this yesterday - "All of Moonshot AI, MiniMax, and Zhipu AI will show signs of financial challenge in the coming years if they retain their strategy, on top of their models falling further behind the best open models in terms of generality." interconnects.ai/p/the-inevitab…

wow, they did a non-commercial license... M2: Display the name if >30M revenue / 100M users M2.1: Display the name M2.5: Acceptable use policy M2.7: Non-Commercial license

@yihong0618 Social Media Influencer.... 😬

@lifesinger 见面不如闻名…… 这个还是一种挺奇妙的感觉…… 🤣

春节过后的第一次出差，去了北京。参加了卡兹克的 AI FUT 大会。期间约了几个网友见面。然后周五参加了一个节目录制 + 朋友小聚。 今天高铁返杭。回想这三天的行程，有收获，然而更多是无趣。 卡兹克的大会准备非常精心，最有收获的，是下午开场的两场音乐表演。现场演唱和音响效果很不错，震撼。下定决心，后续多去听现场音乐会。至于其他讲演，基本全是看过很多次的共识言论，可以用毫无新意来形容。最无趣的是圆桌。只适合上厕所，或出去逛展位。 期间和几个网友面基。这个还不错。但确实很容易出现：见面不如闻名。或许保持线上沟通，会更好。也有惊喜的。发现见面也是有趣之人，有相见恨晚的。只是非常少。 周五朋友小聚，是原本期待最高的。可能是因为有期待，反而是这次去北京最失望的。所聊的内容，基本都是已知的，同时发现各自的观点差异，在真正需要交锋时，缺少斗志。创业者之间，还是很容易产生戒备心。或者很难真正从对方角度去思考问题。每个人面临的处境各不相同，真正的共情和对对方有益的建议，很难涌现。或许看见彼此的难，就是意义所在。 人真正能对话的，只有自己和 AI。特别是对创业者而言。孤独是一种寂寞，也是一种最强大的力量。

@oran_ge 也是烧多巴胺的那种

AI 热潮，很容易让人疲惫

@yihong0618 对的，花叔发的时候看到了，很有这个时代手感的人

@rollrollyuan 这个真没有 😂

@RichSFO 这个我知道，你说一首，我还以为有一首歌叫这个

这几年去了些非热门旅游城市的地方，山西忻州、云南墨江、陕西榆林、安徽铜陵，游客不多，物价合理，基建合格，每个都有很大的惊喜。 在非一线看不到云服务的广告，感受不到 AI 和 Agent 的生存空间，这里都是真实的、手动的、琐碎的、不插电的。

@rollrollyuan “不插电”（Unplugged）是一种流行音乐表演形式，指不使用电子乐器和电声设备（如效果器、合成器）的现场演出。它主要使用原声乐器（如木吉他、木贝司、钢琴）来还原音乐的本真和纯朴。😃

@RichSFO 所以是有一首歌叫这个名字么

蒸馏同事本身就是不用 CC 不用 agent 的观望者的 YY，实际情况是模型比大多数人都是更聪明的，根本不用蒸…… 蒸馏启示是一种“启迪”，一般在两种情况下的语境最合适：（1）师从，从一个聪明人那里学习，一如“醍醐灌顶”；（2）认知水位相似的两个人对谈，并在过程中不断产生新想法的过程，一如 “相互启发”。

大家别去蒸馏同事了，也没必要去用蒸馏版本的乔布斯等名人。 都是流量逻辑，你真去花时间折腾，就会发现，都是一场游戏。 同事的大量想法，根本不在硬盘。名人则不需要去蒸馏，直接让模型做角色扮演就好。 别骗人。保持诚实。 虽然。都是一场游戏。 玩得开心。就好。

@gnawux 哈哈哈哈哈哈亢龙有悔！

@RichSFO 那么，宇宙飞船有刹车么？

@_LuoFuli ? Why not sent this several days ago when Mimo was abusing the OpenRouter ranking? Why today? 🤨🤨🤨 上车焊车门？

Two days ago, Anthropic cut off third-party harnesses from using Claude subscriptions — not surprising. Three days ago, MiMo launched its Token Plan — a design I spent real time on, and what I believe is a serious attempt at getting compute allocation and agent harness development right. Putting these two things together, some thoughts: 1. Claude Code's subscription is a beautifully designed system for balanced compute allocation. My guess — it doesn't make money, possibly bleeds it, unless their API margins are 10-20x, which I doubt. I can't rigorously calculate the losses from third-party harnesses plugging in, but I've looked at OpenClaw's context management up close — it's bad. Within a single user query, it fires off rounds of low-value tool calls as separate API requests, each carrying a long context window (often >100K tokens) — wasteful even with cache hits, and in extreme cases driving up cache miss rates for other queries. The actual request count per query ends up several times higher than Claude Code's own framework. Translated to API pricing, the real cost is probably tens of times the subscription price. That's not a gap — that's a crater. 2. Third-party harnesses like OpenClaw/OpenCode can still call Claude via API — they just can't ride on subscriptions anymore. Short term, these agent users will feel the pain, costs jumping easily tens of times. But that pressure is exactly what pushes these harnesses to improve context management, maximize prompt cache hit rates to reuse processed context, cut wasteful token burn. Pain eventually converts to engineering discipline. 3. I'd urge LLM companies not to blindly race to the bottom on pricing before figuring out how to price a coding plan without hemorrhaging money. Selling tokens dirt cheap while leaving the door wide open to third-party harnesses looks nice to users, but it's a trap — the same trap Anthropic just walked out of. The deeper problem: if users burn their attention on low-quality agent harnesses, highly unstable and slow inference services, and models downgraded to cut costs, only to find they still can't get anything done — that's not a healthy cycle for user experience or retention. 4. On MiMo Token Plan — it supports third-party harnesses, billed by token quota, same logic as Claude's newly launched extra usage packages. Because what we're going for is long-term stable delivery of high-quality models and services — not getting you to impulse-pay and then abandon ship. The bigger picture: global compute capacity can't keep up with the token demand agents are creating. The real way forward isn't cheaper tokens — it's co-evolution. "More token-efficient agent harnesses" × "more powerful and efficient models." Anthropic's move, whether they intended it or not, is pushing the entire ecosystem — open source and closed source alike — in that direction. That's probably a good thing. The Agent era doesn't belong to whoever burns the most compute. It belongs to whoever uses it wisely.

@yihong0618 臣附议，至于附议哪个，你自己悟 🥸