LIGHTS @LightFromProm
Building an AI startup. ex @BytedanceTalk Joined July 2019-
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sequoia put out a blog post called "services is the new software" look at this map of over $1T in services being replaced by AI agents
Meet the new Stitch, your vibe design partner. Here are 5 major upgrades to help you create, iterate and collaborate: 🎨 AI-Native Canvas 🧠 Smarter Design Agent 🎙️ Voice ⚡️ Instant Prototypes 📐 Design Systems and DESIGN.md Rolling out now. Details and product walkthrough video in 🧵
My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.
早上听了创业者唐辛格的一期播客，很实在有启发。几个记忆点： 1. 融资很容易带来幻觉。很多创业者的坑都是幻觉带来的，以为是真实的，但其实通过融资，放大了人性的贪嗔痴。曾有个朋友融了 5000 万美元，很快花完了 3000 多万。意识到不对，最后用剩下的 1000 万，团队大幅减少，方向聚集到一个小点，关注现金流而不是融资故事，终于才活过来，而且后续活得很好。很多融资述事的团队，失败非常快。 2. 常识很重要，但常识也没什么用。有用的常识，是意识到自己忘了的东西。比如活下去的关键是现金流。比如五毛钱的狮子头是淀粉做的，十块钱的才是肉。尊重常识，就是不要骗自己。创业过程中，资本、自媒体等各种嘈杂会非常多，老关注会很容易骗自己。能始终清晰看见常识，不被蒙蔽，是创业过程中很重要的能力。 3. 改变世界很容易骗自己。更有机会的是小事情，两三个月就能开始赚钱获得正反馈。事小，开心，能持续去做。很多这类创业者很低调，不需要融资，也不太需要被看见。活得很好。 4. 不要遇到问题就解决问题。创业者需要谨慎选择要解决什么问题，不能什么问题都去解决，要基于资源、资金和长期兴趣。问题永远多过能解决的，过滤很重要。 5. AI native 不重要，重要的是用户愿不愿意付费。对于 AI native 的公司，收入是不是 AI 带来的无所谓，用户愿不愿意花钱比较重要。这是最简单也是最有效的判断。 总之，从唐辛格的分享里，能看到：或许创业者最重要的，是不追求宏大目标，而是能持续做自己喜欢的事，保持好奇心和学习能力，能在正循环里不断赚钱，活下去，活得好。
LangChain 创始人 Harrison Chase 写了篇文章，我觉得说到了一个真正的变化。 他的核心观察：代码越来越好写，所以 EPD（工程/产品/设计）的瓶颈从「实现」转向了「评审」。以前一个功能需要很多人写代码，现在很多人都在写代码，但评审来不及了。 几个值得记的点： PRD 没死，死的是「PRD → 设计稿 → 代码」这个顺序。顺序变了：先出原型，再配文档说明意图。 通才比以前更值钱，因为沟通成本是最大的拖慢因素，一个能同时做 PM + 设计 + 写代码的人，现在比三个人的团队还快。 系统思维是最值得磨的技能。会用 AI 写代码很容易，但知道该建什么、怎么建、建出来对不对，这才是瓶颈。 你要么成为「builder」（产品直觉 + coding agents + 基本设计感），要么成为「reviewer」（极强的系统思维 + 极快的评审速度）。中间越来越没有位置。
在开发的产品演进可类比特斯拉 Autopilot： P1（AP）：结构化界面 + AI 辅助操作（当前）。 P2（EAP）：导入，Agent 自动跑完，用户仅需审阅修改。 P3（FSD）：输入，Agent 团队全链路包办。
Problems are inevitable, but they are solvable. 问题不可避免，但问题可以解决。
Ten Years: openai.com/index/ten-year…
Referencing "Lunch Atop a Skyscraper" (1932). A perfect contrast: the physical labor of the Industrial Age meets the challenges of the AI Age.
BREAKING: TIME Person of the Year reportedly leaked.
Quid Pro Stablecoin open.substack.com/pub/cryptohaye…
Gumroad 的创始人 @shl (Sahil Lavingia) 在 YouTube 上开了一门课，主要教大家怎么把一个 idea 变成一个具体的产品，可以看做是 The Minimalist Entrepreneur 的实践课。 总共 6 集： 1. 如何想到一个好的 idea 2. 如何把 idea 变成一份商业计划 3. 如何用 figma 打造原型 4. 如何打造 MVP 5. 如何 Pitch 6. 如何增长 youtube.com/watch?v=cfAXFe…
Who should explore it: 1. Execs unsure how to start with AI 2. AI leads seeking efficiency wins 3. Founders looking for enterprise AI ideas 4. Anyone curious how companies really use AI 5. Workers wondering if AI could replace their job
Google recently expanded its real-world AI use case collection from 101 (2024) to 601 (2025), featuring top global companies. Explore here: cloud.google.com/transform/101-…
- Cursor raised 900Mn at 9.5 Bn - Company is 1.5 yrs old - 4 Founder are 25 yrs - Company went from 100Mn to 300Mn ARR in 4 months - The entire company is less than 50 people. - They are writing 1Bn lines of code everyday Don’t know which line is more mind blowing.
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Rachel🥥 @Zesee
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954 Followers 31 Following 元子（Vivi） 🎙️ WayToAGI 核心共建者 / Agent版主 / 《未来硅世界》主持人 💡 致力于把极客黑话翻译成“人话”的硅碳边界观察者 🦞 养了一只叫“元虾虾”的赛博助理，在 Roam/OB 里做反内卷精力管理。 👇 来看我的《个人说明书》和精力系统搭建日常。
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