Legendary run my dear friend. Proud to have played a part in the journey. I cannot wait to see what you do next.
了不起的一段历程，我亲爱的朋友。很自豪能在这段旅程中贡献一份力量。我已经迫不及待想看看你接下来会做什么了。
AA
Aditya Agarwal
@adityaag ↗General Partner @SouthPkCommons, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad
2 最新22 累计13 期
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Building at the frontier? Exploring what's worth building? Both are good reasons to apply to @southpkcommons.
正在前沿领域进行构建？在探索什么值得去构建？这两点都是申请 @southpkcommons 的充分理由。
It was amazing to have Feross do his -1 journey @southpkcommons and to have been an early partner. Very proud of the progress the company has made. Lots to build!
Feross 能在 @southpkcommons 完成他的 -1 旅程，而且我们能成为早期合作伙伴，真的很了不起。公司取得的进展让我非常自豪。还有很多东西要继续建设！
Apply to @southpkcommons if you'd like to join us
如果你想加入我们，就申请 @southpkcommons 吧。
The future is bright. We will have amazing things at the intersection of AI+Atoms.
未来一片光明。我们将在 AI+Atoms 的交汇处迎来令人惊叹的事物。
On Friday I used AI to write a lot of code. And then on Saturday I watched humans play sports (FA Cup Final) and dance (my kid's dance recital). I am not worried that we won't have meaning and purpose.
周五我用 AI 写了很多代码。然后周六我看人类进行体育比赛（FA Cup Final）和跳舞（我家孩子的舞蹈汇演）。我并不担心我们会失去意义和目标。
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This is such an insane POV. @AOC if you join @southpkcommons we can help you find your life’s work and also make you a billion dollars. Seriously, you can just do things.
这真是一个离谱到爆的 POV（观点）。@AOC，如果你加入 @southpkcommons，我们可以帮你找到你一生真正要做的事业，还能让你赚到 10 亿美元。说真的，你完全可以直接去做事情。
Apply to join the Embodied AI Hackathon at @southpkcommons by May 12th ⬇️
在 5 月 12 日前申请加入位于 @southpkcommons 的 Embodied AI Hackathon ⬇️
We have an incredible group of hard tech founders at @southpkcommons right now. Come compete with them. Embodied AI Hackathon, SF, May 15-17.
现在 @southpkcommons 聚集了一批非常厉害的 hard tech 创始人。来和他们同场竞争吧。Embodied AI Hackathon，SF，5 月 15 日至 17 日。
We have never desired to be an accelerator. Velocity is not interesting without a grounding towards true north.
我们从未想过要成为一个 accelerator（加速器）。如果没有朝向 true north（真正北方、根本目标）的稳固锚定，velocity（速度）就没有意义。
We have never desired to be an accelerator. Velocity is not interesting without a grounding towards true north.
我们从未想过要成为一个 accelerator（加速器）。如果没有朝向 true north（真正北方、根本目标）的稳固锚定，velocity（速度）就没有意义。
If you get out of the console and terminal, you will start to see that there is a lot of hard tech being built in America. It is deeply deeply inspiring and exciting. Let’s shoot things into space ✅
如果你走出 console 和 terminal，你就会开始看到，美国正在打造大量真正硬核的 tech（技术）。这非常、非常鼓舞人心，也令人兴奋。让我们把东西发射到太空去吧 ✅
We’re going through a critical inflection point for cybersecurity in real time.
我们正在实时经历 cybersecurity（网络安全）的一个关键拐点。
The attackers have AI. So do the defenders. Cybersecurity has a new shape: AI is both the threat and the only viable solution. @nikesharora, CEO of @PaloAltoNtwks, joined me at @southpkcommons to break down what’s next. (00:30) Big problems vs. fast wins (04:00) Joining Google (07:00) Larry Page's product obsession (10:00) He read every hiring packet himself (13:00) What Silicon Valley gets wrong about Masa Son (16:00) Successful founders never wish they took less risk (17:00) Joining Palo Alto knowing nothing about cybersecurity (20:00) What incumbents got wrong when ChatGPT launched (23:00) Security was never built into AI (28:00) No enterprise knows what's running inside its stack (31:00) AI finds bad code faster than humans ever could (35:00) The only way to fix the chaos is more AI (38:00) AI won't just automate work—it raises the floor (41:00) Foundation models vs. specialized stacks (45:00) Why communication is 30% of the job at scale
攻击者拥有 AI。防御者也一样。cybersecurity（网络安全）呈现出一种新形态：AI 既是威胁，也是唯一可行的解决方案。@nikesharora，@PaloAltoNtwks 的 CEO，与我一同在 @southpkcommons 讨论了接下来会发生什么。（00:30）重大问题 vs. 快速见效的成果（04:00）加入 Google（07:00）Larry Page 对产品的痴迷（10:00）他亲自阅读每一份招聘材料（13:00）Silicon Valley 对 Masa Son 的误解（16:00）成功的创始人从不会希望自己当初承担更少风险（17:00）在对 cybersecurity 一无所知的情况下加入 Palo Alto（20:00）ChatGPT 发布时，老牌 incumbents（既有企业）犯了什么错（23:00）安全性从未被内建到 AI 中（28:00）没有哪家企业真正知道自己的技术栈内部在运行什么（31:00）AI 发现糟糕代码的速度比人类快得多（35:00）解决这种混乱的唯一方法，是更多 AI（38:00）AI 不只会自动化工作——它还会抬高最低水平（41:00）foundation models（基础模型）vs. specialized stacks（专用技术栈）（45:00）为什么在规模化之后，沟通占工作内容的 30%
Some observations on agents from a lot of time spent installing, using, debugging and building things with OpenClaw, Hermes, etc. - Most people who rave about OpenClaw, HermesAgent etc. have not actually used it. Facts. - Agents are developer products today. They are so so so far from being consumer grade in terms of delight, simplicity, reliability etc. - I wish the agents generated more dynamic interfaces. Don't give me chat. Give me interactive, dynamic apps/webpages. I suspect this will be a next big vector of innovation. - The agents are ultimately a wrapper to code-generation and tool-calling....not to "generative AI". This is important to grok. These agents are doing most of their "work" through iterative tool calling. - Once you understand the core loop behind agentic AI, old school "chat AI" doesn't make sense. The idea of an "always-on" agent that actually adapts, learns and maintains state is a LOT more compelling than a one-off chat prompt. The latter feels much more like a search query. - So much of mangling with agents today is basically setting it up to use browsers and/or your computer. And there are so many constraints! - Installing and running openclaw feels a lot like running Linux in the early 2000s. You spend a lot of time compiling device drivers, setting up configurations etc. You feel a real sense of accomplishment from jerry-rigging everything together but it is a LOT of work to get to the point of utility
关于 agent 的一些观察，来自我花了大量时间安装、使用、debug（调试）以及用 OpenClaw、Hermes 等搭东西的经验。—— 大多数对 OpenClaw、HermesAgent 等赞不绝口的人，其实并没有真正用过它。事实如此。—— 如今的 agent 还是开发者产品。无论在愉悦感、简洁性、可靠性等方面，它们距离 consumer grade（消费级）都还差得非常非常远。—— 我希望这些 agent 能生成更多动态界面。别只给我 chat（聊天界面），给我可交互、动态的 app / webpage（应用 / 网页）。我怀疑这会是下一个重要的创新方向。—— 这些 agent 归根结底是 code-generation（代码生成）和 tool-calling（工具调用）的 wrapper（封装）……而不是“generative AI（生成式 AI）”本身。理解这一点很重要。这些 agent 的大部分“工作”，实际上都是通过迭代式工具调用完成的。—— 一旦你理解了 agentic AI（智能体式 AI）背后的核心循环，老派的“chat AI”就显得不太说得通了。相比一次性的聊天 prompt（提示词），那种“always-on（始终在线）”、能够真正适应、学习并维持 state（状态）的 agent，要有吸引力得多。后者更像是一条搜索查询。—— 如今折腾 agent 的很大一部分，本质上就是把它配置好，让它能使用浏览器和/或你的电脑。而且限制多得惊人！—— 安装并运行 openclaw 的感觉，很像在 2000 年代初运行 Linux。你会花很多时间编译设备驱动、设置各种配置等。把一切东拼西凑起来时，你会有一种真正的成就感，但要走到“真正有用”那一步，工作量实在太大了。
Bevel 3.0 The point was never to be a tracking and analytics company. Each release of @bevel brings us closer to our long-term goal: To be the most intelligent health and biology companion that truly understands you and can help you lead a healthier and happier life. It was to be intelligent enough to help you truly be healthy. We are taking another step towards that with Bevel 3.0.
Bevel 3.0 的目标从来都不是成为一家 tracking 和 analytics 公司。@bevel 的每一次发布，都让我们离长期目标更近一步：成为最智能的健康与生物学 companion（陪伴助手），真正理解你，并帮助你过上更健康、更快乐的生活。它的目标，是足够智能，能够真正帮助你保持健康。通过 Bevel 3.0，我们正朝这个方向再迈进一步。
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Before @RamaswmySridhar was CEO of @Snowflake, he was the guy who scaled Google's ads business from $1.5B to $ 100B. He's coming by @southpkcommons next week. Join us.
在 @RamaswmySridhar 成为 @Snowflake 的 CEO 之前，他就是那个把 Google 的 ads 业务从 15 亿美元扩张到 1000 亿美元的人。他将于下周来到 @southpkcommons。欢迎加入我们。