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置顶与许多中国风险投资人不同，我和我的合伙人克里斯不会投资于竞争对手。投资竞争对手是风险投资人能做的最不忠诚和不专注的事情。它显示出完全缺乏信念，并且是懦弱的行为。
一旦我们选择了创始团队，我们就会完全承诺给他们，并确保他们有赢得的最佳机会。对我们来说，忠诚和完全专注是世界一流伙伴关系的基础。即使我们最终错了，错失了赚钱的机会。我们不想投资于Robinhood、Manus、Plaud、Qbit或Wanaka的竞争对手。当我们给你开支票时，那就是我们的承诺。坚持到底。(Grok translation)
Unlike a lot of VCs in China, my partner Chris and I do not invest in competitors. Investing in competitors is the most disloyal and unfocused thing a VC can do. It shows a total lack of conviction and is spineless behavior.
Once we pick a founding team, we commit to them entirely and make sure they have the best chance of winning. To us, loyalty and total focus is the foundation of a world-class partnership. Even if we end up being wrong and leave money on the table. We don’t want to invest in Robinhood, Manus, Plaud, Qbit, or Wanaka competitors. When we write you a check that’s our promise. In it until the end.
一旦我们选择了创始团队，我们就会完全承诺给他们，并确保他们有赢得的最佳机会。对我们来说，忠诚和完全专注是世界一流伙伴关系的基础。即使我们最终错了，错失了赚钱的机会。我们不想投资于Robinhood、Manus、Plaud、Qbit或Wanaka的竞争对手。当我们给你开支票时，那就是我们的承诺。坚持到底。(Grok translation)
Unlike a lot of VCs in China, my partner Chris and I do not invest in competitors. Investing in competitors is the most disloyal and unfocused thing a VC can do. It shows a total lack of conviction and is spineless behavior.
Once we pick a founding team, we commit to them entirely and make sure they have the best chance of winning. To us, loyalty and total focus is the foundation of a world-class partnership. Even if we end up being wrong and leave money on the table. We don’t want to invest in Robinhood, Manus, Plaud, Qbit, or Wanaka competitors. When we write you a check that’s our promise. In it until the end.
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如果美国新提出的对外投资限制规则（COINS）生效，中国创始人无论在全球哪里做任何 AI 相关业务，都将无法再获得美国投资，除非创始人持有美国绿卡，而且公司与中国没有任何关联。
这可不是个好消息。如果你正计划向美国投资者融资，建议这个周末花点时间了解一下这些规则。
If these new proposed US outbound investment rules go to effect (COINS), there will be no more US investment in Chinese founders doing anything in AI globally unless they have a US green card and zero china connections. Not fun. Worth doing some reading on this, this weekend, if you had plans to raise money from US investors.
这可不是个好消息。如果你正计划向美国投资者融资，建议这个周末花点时间了解一下这些规则。
If these new proposed US outbound investment rules go to effect (COINS), there will be no more US investment in Chinese founders doing anything in AI globally unless they have a US green card and zero china connections. Not fun. Worth doing some reading on this, this weekend, if you had plans to raise money from US investors.
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which founders are leaving their comfort zone and spending time in mongolia and kazakhstan to work on automated mining operations?
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我最近一直在思考两件事。
1 AI agent 工具里的“锤子找钉子”问题已经失控了。很多团队根本不知道自己的客户是谁，只是盲目地在做“通用型”agent/团队协作工具。他们跑去旧金山试图找客户，但旧金山根本不是美国的平均横截面。从外部看，这更像是在 LARPing（角色扮演式假装做事）。去参加那些无趣的通用 AI 大会，在湾区泡沫里和一堆其他中国科技人见面，行程毫无重点。大家需要真正扎进一个垂直领域，找到一个真正有意思的客户群体，并带着明确的产品假设去做，否则就会一直困在这个循环里。如果你一定要通过参加大会才能觉得自己有在做事，那不如去参加矿业、牙科，或者其他真正垂直领域的行业大会！
2 我觉得在 X 上花钱买回复的这套打法已经不好用了，而且会让产品发布的质量明显下降。
每家创业公司内部都需要有一套真正的 Playbook，在产品正式发布前，认真做好公关准备、外联触达，以及隐秘的社区预热与建设。
I’ve been reflecting on two things lately.
1. The hammer looking for nails problem in AI agent tools is out of control. Many teams have no idea who their customer is, they are just blindly building “general” agent/team tools. They go to SF to try and meet customers but SF is very much not an average cross section of America. From the outside it looks like LARPing. Lame general AI conferences, meeting with other Chinese tech people in the bay area bubble, unfocused itineraries. People need to commit to a vertical with a genuinely interesting customer segment and a real product hypothesis, or they will be stuck in this loop. And if you have to go to conferences to feel productive, try a mining or dentistry or any conference in a real vertical!
2. I feel like this strategy of paying for paid replies on X doesn’t work anymore and really makes the product launch a lot lower quality.
There needs to be an internal playbook in every startup to do real PR preparation outreach and stealth community development pre-product launch.
1 AI agent 工具里的“锤子找钉子”问题已经失控了。很多团队根本不知道自己的客户是谁，只是盲目地在做“通用型”agent/团队协作工具。他们跑去旧金山试图找客户，但旧金山根本不是美国的平均横截面。从外部看，这更像是在 LARPing（角色扮演式假装做事）。去参加那些无趣的通用 AI 大会，在湾区泡沫里和一堆其他中国科技人见面，行程毫无重点。大家需要真正扎进一个垂直领域，找到一个真正有意思的客户群体，并带着明确的产品假设去做，否则就会一直困在这个循环里。如果你一定要通过参加大会才能觉得自己有在做事，那不如去参加矿业、牙科，或者其他真正垂直领域的行业大会！
2 我觉得在 X 上花钱买回复的这套打法已经不好用了，而且会让产品发布的质量明显下降。
每家创业公司内部都需要有一套真正的 Playbook，在产品正式发布前，认真做好公关准备、外联触达，以及隐秘的社区预热与建设。
I’ve been reflecting on two things lately.
1. The hammer looking for nails problem in AI agent tools is out of control. Many teams have no idea who their customer is, they are just blindly building “general” agent/team tools. They go to SF to try and meet customers but SF is very much not an average cross section of America. From the outside it looks like LARPing. Lame general AI conferences, meeting with other Chinese tech people in the bay area bubble, unfocused itineraries. People need to commit to a vertical with a genuinely interesting customer segment and a real product hypothesis, or they will be stuck in this loop. And if you have to go to conferences to feel productive, try a mining or dentistry or any conference in a real vertical!
2. I feel like this strategy of paying for paid replies on X doesn’t work anymore and really makes the product launch a lot lower quality.
There needs to be an internal playbook in every startup to do real PR preparation outreach and stealth community development pre-product launch.
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今晚，我的好朋友Baiju宣布了一家全新的美国发射与太空数据中心公司，目标极其宏伟。他汇聚了来自SpaceX、Varda、Blue Origin，当然还有Robinhood的顶尖人才，共同开启这段不可思议的旅程。
太空是技术与运营上最具挑战性的领域之一。看到老朋友们敢于承担如此巨大的风险，我由衷感到骄傲。
相比之下，十年前的金融科技显得微不足道。这些雄心壮志为其他创始人树立了更高的标杆——激励大家做得更多、想得更大！！
Tonight my very good friend Baiju made an extremely ambitious announcement for a new American launch and space data center company. He has accumulated incredible talent from SpaceX, Varda, Blue Origin, and of course Robinhood to embark on this incredible journey.
Space is one of the most difficult technical and operational challenges and it makes me incredibly proud for old friends to take such great risks.
Fintech from 10 years ago seems incredibly small compared to these ambitions, and sets a very high bar for other founders to do more, and think bigger!!
太空是技术与运营上最具挑战性的领域之一。看到老朋友们敢于承担如此巨大的风险，我由衷感到骄傲。
相比之下，十年前的金融科技显得微不足道。这些雄心壮志为其他创始人树立了更高的标杆——激励大家做得更多、想得更大！！
Tonight my very good friend Baiju made an extremely ambitious announcement for a new American launch and space data center company. He has accumulated incredible talent from SpaceX, Varda, Blue Origin, and of course Robinhood to embark on this incredible journey.
Space is one of the most difficult technical and operational challenges and it makes me incredibly proud for old friends to take such great risks.
Fintech from 10 years ago seems incredibly small compared to these ambitions, and sets a very high bar for other founders to do more, and think bigger!!
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现在有很多美国VC在访问中国。他们大多数都在浪费创始人的时间，最终不会投资。不过通常人都挺友善的。
见面之前一个有用的筛选问题是：你们的投资委员会（IC）允许你们投资中国吗？或者更好的是：你们最近一次给中国团队打款是什么时候？
或者就开开心心吃顿饭，别抱任何期望。
There are lots of US VCs visiting China now. Most of them are wasting founders time and will never invest. Usually friendly people though. Before meeting them a helpful filtering question is, will your IC allow you to invest in China? Or even better, what was your last check into a team based in China? Or just have a fun meal and enjoy without any expectations.
见面之前一个有用的筛选问题是：你们的投资委员会（IC）允许你们投资中国吗？或者更好的是：你们最近一次给中国团队打款是什么时候？
或者就开开心心吃顿饭，别抱任何期望。
There are lots of US VCs visiting China now. Most of them are wasting founders time and will never invest. Usually friendly people though. Before meeting them a helpful filtering question is, will your IC allow you to invest in China? Or even better, what was your last check into a team based in China? Or just have a fun meal and enjoy without any expectations.
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Growing the investor family.
Manus 完成超 5 亿美元新一轮融资
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我想找正在做物理世界仿真（physical world simulation）、以及用 Lean 4 与形式化方法搭建智能体驾驭框架（agentic harnesses）的创始人聊聊。领域可以是化学、物理或生物，唯一排除的是硅（半导体/芯片）。
核心必须是某种真实世界的强化闭环（real-world reinforcement loop）。如果你正在做这件事，请联系我。
I want to talk to founders doing physical world simulation and agentic harnesses using some combination of lean4 and formalization. Can be chemistry, physics, biology. Only exclusion is silicon.
Core concept must be using some sort of real world reinforcement loop. Please reach out if you are doing this.
核心必须是某种真实世界的强化闭环（real-world reinforcement loop）。如果你正在做这件事，请联系我。
I want to talk to founders doing physical world simulation and agentic harnesses using some combination of lean4 and formalization. Can be chemistry, physics, biology. Only exclusion is silicon.
Core concept must be using some sort of real world reinforcement loop. Please reach out if you are doing this.
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