I have been to many concerts but man no one knows how to put on a show like @diljitdosanjh.. 2 hours of nonstop singing and dancing 🕺
我去过很多场演唱会，但说真的，没人像 @diljitdosanjh 这样懂得怎么把演出做得这么精彩……连续 2 小时不停地唱歌跳舞 🕺
NK
Nikunj Kothari
@nikunj ↗partner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧
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How your email finds me today.. Happy Father’s Day to all the families celebrating today 🕺
希望你今天收到这封邮件时一切都好。祝今天庆祝 Father’s Day 的所有家庭节日快乐 🕺
Happens every week 🙈 > see an interesting project on X > play with it, fork it, try it, have some ideas > go to founder profile > press the message button … > pray to God that I haven’t missed a DM from them before 😢 I try to respond to all the DMs but miss sometimes!!
几乎每周都会发生 🙈 > 在 X 上看到一个有趣的项目 > 去玩一玩、fork 一下、试一试，又冒出一些想法 > 点进 founder 的个人资料 > 按下消息按钮…… > 然后祈祷上帝，希望我之前没有错过他们发来的 DM 😢 我会尽量回复所有 DM，但有时还是会漏掉！！
The biggest problem with AI is that priors need to be reset every few weeks.. and it seems like most people are incapable of doing that. I talk to so many people who say xyz doesn’t work and when I ask when was the last time they tried testing it, the answer is always “a few months ago.” Brother that’s like eons ago in AI timelines. This is why each person needs to have their own evals of hard tasks and weekly tinker time to truly understand where the frontier is. And then you need to talk to enterprise buyers weekly who are usually two years behind. But they are the buyers so you need to understand how to market. The combination of the two will give you a pretty good sense of where to invest time and capital. If you just do these two weekly, you’ll be ahead of 99% of people.
AI 最大的问题在于，人们每隔几周就需要重置自己的 priors（先验判断）……而看起来大多数人都做不到这一点。我和很多人聊过，他们会说 xyz 不行；可当我问他们上一次实际测试它是什么时候，答案总是“几个月前”。老兄，在 AI 的时间尺度里，那都已经像几个纪元以前了。这也是为什么每个人都需要有自己针对高难任务的 evals（评测），以及每周固定的 tinker time（动手试验时间），这样才能真正理解前沿到底在哪里。然后，你还需要每周和 enterprise buyers（企业采购方）交流，他们通常落后两年。但他们才是买单的人，所以你必须明白该如何做 marketing（市场推广）。把这两者结合起来，你就会对时间和资本该投向哪里形成相当不错的判断。你只要每周都做这两件事，就会领先 99% 的人。
Hi @tobi, had fun taking UCP CLI through the paces last night for a side project. Some observations and feedback that me & Claude Code had for you!
Hi @tobi，昨晚我为了一个 side project（副项目）认真试用了 UCP CLI，玩得很开心。这里有一些我和 Claude Code 想给你的观察与反馈！
Launched a side project quietly a few weeks ago.. Wanted to test how many impressions/clicks I could get by simply having Claude Code / Codex optimize the hell out of the website. Got it to about 16k impressions, and 94 clicks over the last 28 days. Not bad eh? No backlinks, no mention of this website anywhere on my socials, no Reddit hacking - simply old school SEO/GEO optimization. Official launch soon - parents will like this one 🍩
几周前我悄悄上线了一个 side project（副项目）。。我想测试一下：如果只是让 Claude Code / Codex 把这个网站往死里优化，我到底能拿到多少 impressions（曝光）/ clicks（点击）。在过去 28 天里，我把它做到了大约 16k impressions，以及 94 次 clicks。还不错吧？没有 backlinks（反向链接），我也没有在任何社交媒体上提到过这个网站，也没有去 Reddit 搞什么骚操作——就只是老派的 SEO/GEO optimization（搜索引擎/生成式引擎优化）。很快正式发布——家长们会喜欢这个 🍩
Ok @artie_labs clearly takes the cake for fire swag.. like literally 🔥 Proud angel investor and congrats on the self-serve launch!
好吧，@artie_labs 显然才是 fire swag（超炸周边）的天花板……而且是真的 literal（字面意义上的）🔥 作为 angel investor（天使投资人）我很自豪，也恭喜你们上线 self-serve（自助式）版本！
Why am I so against tranches? Because it f*cks the next employee that joins. I was an early employee at four startups. My 409A would be so high. And why am I being subject to the ridiculous valuation that the lead preferred investor didn’t pay. Yes market is going to market and this will keep happening. My only agenda is to let that next employee that joins to not be duped into the FMV of their options.
我为什么这么反对 tranche（分期交割融资）？因为它会坑到下一个加入的员工。我曾是四家 startup 的早期员工。我的 409A 会被抬得很高。而且，为什么我要被迫接受一个连 lead preferred investor（领投优先股投资人）都没实际支付过的荒谬估值？没错，市场就是市场，这种事还会继续发生。我唯一的诉求，就是让下一个加入的员工不要被自己期权的 FMV（fair market value，公允市场价值）给骗了。
Spotting a tranched round is so simple in today’s market.. If someone raises xxM $ at under 10% dilution of the published valuation, you can safely bet it was a tranched round. This is obviously true for seed/A but sadly seeing weird tranches at the B too!
在今天的市场里，识别一个 tranched round（分期交割融资轮）简直太简单了。如果有人按公开估值融资 xxM 美元，但稀释不到 10%，那你基本可以肯定这就是个 tranched round。这对 seed/A 轮显然成立，但可惜的是，现在连 B 轮也开始出现一些奇怪的 tranche 结构了！
The next 12 months we are going to see some incredible emerging manager's come out with their debut funds.. These are NOT household names today, but will be in the next decade. Each one has intense founder love, unique lens on the world and hustle like no one else!
接下来的 12 个月里，我们会看到一些非常惊艳的新兴 manager（基金管理人）带着他们的 debut funds（首支基金）出现。今天他们还不是 household names（家喻户晓的名字），但在未来十年里会是。每一个人都深受 founder（创业者）喜爱，对世界有独特的观察视角，而且比任何人都更能拼！
Vibes at Cursor Compile were immaculate. Also getting a custom mechanical keyboard is a new kind of swag ceiling for conferences ⌨️
Cursor Compile 现场的氛围完美无瑕。而且，能拿到一把定制机械键盘，简直把 conference 的 swag 天花板抬到了一个新高度 ⌨️
Be in the judgement (data) path or the token path. Today’s @cursor_ai acquisition sets the path for more application companies. Congrats to all my friends 🥳
要么处在 judgement（数据）path 上，要么处在 token path 上。今天的 @cursor_ai 收购案为更多 application 公司指明了路径。恭喜我所有的朋友们 🥳
I now know 32 VCs who have moved back to operating in the last 12 months.. everyone from associates to GPs. Maybe it’s this way all the time and I’m just noticing it, but the pace seems to be accelerating. And they seem much much happier? From a professional perspective, it makes sense especially if you are junior. You get to work directly with customers and work as a team. A lot more autonomy than having to pander to GPs. From a compensation perspective too, why wait for carry for 13 years when you can have a chance of liquidity a lot sooner. As someone who had been operating for a while but loving venture rn, I completely get the trade. To the remaining players, see you on the field 🫡
我现在知道，在过去 12 个月里，已经有 32 位 VC 又回到 operating（运营一线）了——从 associates 到 GPs 都有。也许一直都是这样，只是我现在才注意到，但这个节奏似乎正在加快。而且他们看起来真的开心得多？从职业发展的角度看，这很合理，尤其如果你是 junior（资历较浅）。你可以直接和客户一起工作，也可以作为团队的一员协作。相比之下，这比不得不一味迎合 GPs 有更多得多的自主权。从薪酬角度看也是如此，既然有机会更早实现 liquidity（流动性、变现），那为什么还要等 carry（分成）等上 13 年？作为一个曾经做了很久 operating、但现在又很喜欢 venture（风险投资）的人，我完全理解这种取舍。至于还留在场上的各位，赛场上见 🫡
Not sure which founder needs to hear this.. but paid partnerships and boosting “views” on X are now negative signal in all VC group chats. I’m hoping this comes to the inflating ARR trend soon, but that might still take another cycle.
不确定哪位 founder 需要听到这句话……但现在，在所有 VC 群聊里，付费合作以及在 X 上刷高“views”都已经成了负面信号。我希望这种判断也很快会蔓延到虚增 ARR 的趋势上，不过那可能还得再等一个周期。
Obligatory - if you are the rare application startup with a live product that is in the decisions and dollars path, I’d love to chat 👋
例行说明一下——如果你是那种少见的 application startup，已经有在运行的产品，而且这个产品正处在用户决策与资金支出的关键路径上，我很愿意聊聊 👋
My shot at how application companies survive the “what if large lab builds this” question 😅
我对应用公司如何应对“如果大型 lab 做了这个怎么办”这个问题的一点看法 😅
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Anyone else have two voices? I often have two voices that come out both in my writing and how I speak. One is the frenetic, time is the enemy, direct, punchy gets to the point quickly and then the second is more calm, measured, structured inquisitive, trying to peel the layers. They are distinctive enough that people think it’s two different people (especially in writing). They are usually separate but I feel I often oscillate between the two in the same conversation.
还有别人也有两种声音吗？我常常有两种声音，会同时体现在我的写作和说话方式里。一种是那种紧绷急促、把时间当敌人、直接、有力、很快切入重点的声音；另一种则更冷静、更克制、更有结构，也更带着探究心，试着一层层剥开问题。它们鲜明到让人觉得这是两个人（尤其是在写作里）。通常它们是分开的，但我感觉自己经常会在同一场对话里在这两者之间来回切换。
What you work on has never been more important. Make sure it’s fun. Make sure it’s insanely ambitious. That’s the greatest moat.
你所从事的事情从来没有像现在这样重要。一定要确保它有趣。一定要确保它有着疯狂宏大的野心。那才是最强的护城河。
TIL: You can just roast your way into getting some legit coffee at the Cognition office ☕️
今天我才知道：你居然可以一路吐槽，结果还真能在 Cognition 办公室搞到一些货真价实的咖啡 ☕️
For the prompt, in Claude app with research mode on - I dumped the transcript for the episode, have it research all the scurves in history, figure out all the sections and give me a Claude code prompt that I could one shot. Here’s the website:
对于这个 prompt，我是在开启 research mode 的 Claude app 里操作的——我把这期节目的 transcript 倒进去，让它研究历史上所有的 S-curves，理清所有的章节，并给我一个我可以 one shot 完成的 Claude code prompt。网站在这里：
I was listening to the latest episode of @InvestLikeBest and it talked a lot about S-curves.. So I had Fable one shot a website that talked about all the S-curves, their inflection point & commentary on each being a bubble in the last 200 years. Live now on escurves dot com 🌊
我当时在听 @InvestLikeBest 的最新一期节目，里面大量谈到了 S-curves。于是我让 Fable one shot 做了一个网站，讲过去 200 年里所有的 S-curves、它们的 inflection point，以及对每一个是否属于 bubble 的评论。现在已经上线，在 escurves dot com 🌊
One of my favorite bits on my chat with @taiuti was how GTA played a major influence in his career and how it eventually led to @reactorworld
我和 @taiuti 聊天时，我最喜欢的一点是：GTA 如何对他的职业生涯产生了重大影响，以及它最终又如何把他带到了 @reactorworld
The funniest texts are from founders who meet “thesis driven” GPs hoping they’ll understand EXACTLY what they are building.. And then realize the thesis was written and built by an associate (or, worse an intern). Don’t always read what the VC writes on the internet - yes, that includes me too (although I can guarantee I don’t have an associate, intern, EA or ghostwriter) 😆
最好笑的短信，来自那些去见“thesis driven”的 GP、希望对方能确切理解他们到底在做什么的 founder；然后他们才发现，那套 thesis 其实是由一位 associate 写出来并搭起来的（或者更糟，是 intern）。别总是照单全收 VC 在网上写的东西——对，也包括我自己（虽然我可以保证，我没有 associate、intern、EA 或 ghostwriter）😆
Fun to see all the “autonomous” companies being launched in the late few months.. however, even with all the loops, the last mile is still quite hard. That gap probably shrinks in the next few months!
看到过去这几个月里所有这些“autonomous”公司纷纷推出，还是挺有意思的……不过，即便加上各种 loop，最后一公里依然相当难。这道鸿沟大概会在接下来的几个月里继续缩小！
Given all the “loops” conversation, @Apple has the chance (and address) to do the funniest thing at WWDC..
鉴于围绕各种“loops”的讨论，@Apple 有机会（也有理由）在 WWDC 上做出最搞笑的一件事。
The vibe shift from tokenmaxxing and token anxiety to tokenoptimizing in just a few weeks is wild 😅 Might be a hot take but I still believe companies should give copious amounts of token budget to employees to stay at the frontier and explore all the edges. Otherwise, it’s way too easy to fall back to “doing the things how they have always been done”.
仅仅几周之内，整体氛围就从 tokenmaxxing 和 token anxiety，转向了 tokenoptimizing，这变化真是离谱 😅 这话可能有点 hot take，但我仍然相信，公司应该给员工提供极其充足的 token budget，让他们能够站在前沿、探索各种边界场景。否则，人们就太容易退回到“继续按一贯的老办法做事”。
A Walk In The Park (part II) feat @taiuti 🌎 (00:00) 👋 (01:10) What world models are (03:42) Origin story from text-to-3D to @reactorworld (09:22) Deciding to start the company (11:22) GTA, games, and the path into programming (15:09) Building in stealth and keeping secrets (18:32) Picking investors with independent conviction (21:43) Where world models will grow first (26:08) Why low latency matters (29:34) Becoming CEO and scaling the team (32:23) Final advice
公园漫步（第二部分），feat @taiuti 🌎（00:00）👋（01:10）什么是 world models（世界模型）（03:42）从 text-to-3D 到 @reactorworld 的起源故事（09:22）决定创办公司（11:22）GTA、游戏，以及走上编程之路（15:09）在 stealth（隐身模式）中构建并保守秘密（18:32）挑选具有独立判断力的投资人（21:43）world models 将最先在哪些领域发展（26:08）为什么低延迟很重要（29:34）成为 CEO 并扩大团队规模（32:23）最后的建议
QED. The quote tweets in this thread just show we HAVE to do better. Evergreen reminder that without founders, there are no VCs!
以上足以证明。这个帖子串里的 quote tweets（引用转发）恰恰说明，我们确实必须做得更好。再次郑重提醒：没有 founders（创业者），就不会有 VCs！
Introducing the Nock skill (powered by @meetgranola) 👀 Someone recently asked me if I can be replaced by AI, and my ego initially said NO WAY.. Then, I thought about what's the best way to have the most accurate "AI" representation of me for these conversations. So, I used @claudeai Code to pull >200 1:1 founder pitch meeting notes that were captured by Granola in the last couple of years. Focused all the notes to only things I asked. Distilled it further down to ~53 meetings where there was a lot of good discussion and debate. Finally, I took a few of my essays which describe the kind of founders that I love. Using those, I used Claude Code again to build this skill called "Nock" that has some principles and a question bank that are grounded in real conversations. To refine, I used this skill over 5-10 actual decks and conversations where we first had the skill output what it thinks and then we compared it against the real conversation. We kept improving it - till it felt like an accurate representation of me. So, if you are a founder raising and want to see what I would think about your deck, try this out: nikunjk dot com / nock And, if you are a VC who wants to build your own Nock, we have that too: nikunjk dot com / buildnock
介绍一下 Nock skill（由 @meetgranola 提供支持）👀 最近有人问我，我会不会被 AI 取代；我的自尊心第一反应是：绝对不可能……但随后我开始想，怎样才能做出一个最准确、最像“我”的 AI 版本，来参与这些对话。于是，我用 @claudeai Code 调取了过去几年里由 Granola 记录的 200 多份 founder 一对一 pitch 会谈笔记，只保留了我提问的部分。接着，我又进一步提炼到大约 53 场讨论和辩论都很充分的会议。最后，我加入了几篇自己写的文章，这些文章描述了我最欣赏的那类 founder。基于这些材料，我再次使用 Claude Code 构建了这个名为 “Nock” 的 skill，它包含一些原则和一个问题库，而且都建立在真实对话之上。为了继续打磨，我把这个 skill 用在了 5 到 10 份真实 deck 和对话中：先让它输出它的判断，再拿它和真实对话进行对比。我们不断改进，直到它感觉已经能准确代表我。所以，如果你是一位正在融资的 founder，想看看我会如何看待你的 deck，可以试试这个：nikunjk dot com / nock；如果你是一位想构建自己 Nock 的 VC，我们也提供这个：nikunjk dot com / buildnock
For a year now, I’ve been texting @toddsaunders every week asking him when he’s going to quit to build the future for the trades.. And finally when I got the text, I knew we @FPVventures had to invest. A lot of “businessmen” and technologists treat this area as a lucrative business. Very few people have the empathy, trust and sheer love for this space. And that’s what will enable him, Sean and @DaltonMillsAI to win. If you are in the NY area, and want to join this phenomenal group, please reach out!
过去这一年里，我几乎每周都会给 @toddsaunders 发短信，问他什么时候辞职，亲自去打造 trades 的未来……而当我终于收到那条短信时，我就知道我们 @FPVventures 必须投资。很多“商人”和 technologist 都把这个领域当作一门有利可图的生意。真正同时拥有同理心、信任感，以及对这个领域纯粹热爱的人，少之又少。而这也正是能让他、Sean 和 @DaltonMillsAI 胜出的原因。如果你在 NY 附近，并且想加入这个非常出色的团队，请联系！
Getting on this Fitbit Air hype train. Professional at the top, monitoring at the bottom.. Now just need Google Health API, write capabilities to Apple Health and a nice band and we’re all set!
我也来赶这波 Fitbit Air 的 hype（热潮）了。上面走专业路线，下面负责监测……现在只差 Google Health API、向 Apple Health 写入的能力，以及一条好看的表带，我们就全都齐活了！
The best founders treat the following as a necessary component of their business but NOT the entire business.. > AI / timing / why now > Funding > Distribution / hype > Market > Product > Revenue I’m seeing too many pitches that are touting only one of these as the core reason to invest. The bar has frankly never been higher (see the seed - A gap) and you really need to be able to explain how you’re capturing at least multiple of these in a unique way that’ll be hard for others to copy. Especially in overcrowded categories. Otherwise, it gets very hard for the other side (aka VC) to make a case for their own partners to write the check. And, founders often get frustrated because their businesses are strong. Stronger than they have ever been in the past. Why can’t people just write the check? Like why do I need to waste time fundraising? It’s because like it or not the levels do keep going up. Narrative matters, ambition matters and try to understand the opportunity cost has also never been higher on the other side. If you’re profitable and don’t need capital, then who cares. And you don’t need to optimize for VCs but you DO need to give them a reason to believe. So, keep your bar high. Find a capital partner that still has conviction and deserves equity in your company. But, please take those ten extra minutes to communicate your long term ambition, because that might be the only small difference between you and the next round.
最优秀的 founders 会把下面这些视为其业务中必不可少的组成部分，但绝不是业务的全部。> AI / timing / why now（为什么是现在） > Funding（融资） > Distribution（分发）/ hype（热度） > Market（市场） > Product（产品） > Revenue（收入） 我看到太多的 pitch（融资陈述）只拿其中某一项当作投资的核心理由。坦白说，门槛从未如此之高（见 seed - A gap，即种子轮到 A 轮之间的鸿沟），你真的需要能够解释清楚：你是如何以一种独特、且他人难以复制的方式，至少同时抓住其中多个因素的。尤其是在过度拥挤的赛道里。否则，对面那一方（也就是 VC）就会很难向他们自己的 partners 论证为什么要写这张 check（支票、投资）。而且，founders 往往会因此感到沮丧，因为他们的业务其实很强，比过去任何时候都更强。为什么别人就是不能直接打钱？为什么我还得浪费时间去 fundraising（募资）？原因在于，不管你喜不喜欢，标准确实一直在提高。Narrative（叙事）很重要，ambition（野心）很重要，而且你也要理解，对另一方来说，opportunity cost（机会成本）也从未如此之高。如果你已经盈利，而且不需要资本，那谁在乎呢。你也不需要为了 VC 去刻意优化自己，但你确实必须给他们一个相信你的理由。所以，把你的标准保持在高位。去找一个依然有 conviction（坚定信念）、并且配得上你公司 equity（股权）的资本伙伴。但请你务必多花那十分钟，把你的长期 ambition（抱负）讲清楚，因为这也许就是你和下一轮融资之间那一点点微小却关键的差别。
@tryramp using the latest agent key with full read/write permissions. sent feedback through ramp feedback jfyi.
@tryramp 正在使用最新的 agent key，并且拥有完整的读/写权限。顺便说一下，我已经通过 ramp feedback 提交了反馈。
Does anyone have good studies for what jobs AI has *meaningfully* replaced? Looking for a statistical analysis of historical data, present openings and forward looking statements for roles. I know it’s early but still want to read more. Broadly, we’re seeing every startup claim outcomes, model company revenues booming and companies laying people off - but I think the risk of the permanent underclass seems wildly overblown.
有没有谁见过关于 AI 已经在多大程度上*实质性*取代了哪些工作的高质量研究？我想找的是：基于历史数据、当前职位空缺以及对岗位前瞻性判断的统计分析。我知道现在还早，但还是想多读一些相关内容。总体来说，我们看到每家 startup 都在宣称成果，model 公司收入猛增，各家公司也在裁员——但我觉得，所谓“永久性底层阶级”风险似乎被严重夸大了。
Time is a flat circle. A reminder since it’s in the discourse again 🙏
时间是一个扁平的圆。既然它又一次进入讨论了，这里提醒一下 🙏
This might be just Grok’s way of gassing me up - but it makes me unreasonably happy ⚽️
这可能只是 Grok 用来给我猛夸打气的方式——但它还是让我开心得有点没来由 ⚽️
Always fun to see what it's like for someone to go through the @ycombinator interview process.. SO happy for this kid, and excited to meet the upcoming batch!
总是很有意思，看看别人经历 @ycombinator 面试流程时是什么感觉。真心为这个孩子高兴，也很期待见到即将到来的这一届！
Every venture backed application company needs to inherently be a data company and/or a fintech company. Ideally both. If not, find a way to quickly get there.
每一家获得 venture backing（风险投资支持）的 application company（应用型公司），都必须从根子上成为一家 data company（数据公司）和/或 fintech company（金融科技公司）。理想情况下，两者兼具。如果还不是，就要想办法尽快做到。
If you don't have time to read 308 pages of the @SpaceX S-1, here's a summary that Claude helped me put together based on the most interesting findings 🚀
如果你没时间读完 @SpaceX 那份 308 页的 S-1，这里有一份摘要，是 Claude 根据其中最有意思的发现帮我整理出来的 🚀
Being a founder is so freaking hard man.. chewing glass every day. If you fail, no one cares. If you succeed, you are given way more problems. Sometimes I really wonder how many founders wake up in the morning and ask themselves "is it really worth it". Starting a company is so glorified - but building, scaling and maintaining one is a different story. This is why it's so important to do this for the right reasons - solve problems you are deeply passionate about and one you'll do even if the world is against you. At least there will be light at the end of the tunnel that's constantly drawing you in on those days when you are questioning your motivation. I have never had the courage to personally start a company for this reason. Just wanted to say to the ones going through this - I see you, I salute you and I admire you 🫡
做 founder（创始人）真的他妈太难了……每天都像在嚼玻璃。如果你失败了，没人会在乎；如果你成功了，你反而会被丢来更多问题。有时候我真的会想，到底有多少 founder 早上醒来会问自己一句：“这真的值得吗？”创业这件事总是被过度美化——但真正去 build（搭建）、scaling（扩张）和 maintaining（维持）一家公司，完全是另一回事。这也是为什么一定要为了正确的理由去做这件事——去解决那些你真正充满热情的问题，去做那些哪怕全世界都反对你、你还是会继续做的事。至少这样，在那些你开始怀疑自己动力的日子里，隧道尽头还会有一道光，持续把你往前拉。我也正是因为这个原因，始终没有勇气亲自去创办一家公司。只是想对那些正在经历这些的人说一句——我看见你们，我向你们致敬，我也由衷佩服你们 🫡
Even in the AI pilled crowd of the Bay Area, I think VERY few people have priced in the fact that we have already gone from assistant -> coworker -> and soon entering autonomous workers.. Yes, "autonomy" truly doesn't work yet, but the harnesses and the model capabilities are going to get us there within this area for a large faction of jobs. This is quite evident from a) labs desire to collect long horizon task data in RL environments b) these model harnesses allowing longer and longer tasks (see /goal or Droid Missions) and c) how good these models are able to recursively correct its mistakes. AI has officially entered the diffusion era (not diffusion models) where models just need to be diffused in everything they do. And that will take the next 10-20 years or as I call it the last mile of the last mile.
即使在 Bay Area 那群对 AI 极度上头的人里，我也认为，真正把这样一个事实计入预期的人 VERY few：我们已经从 assistant（助手）→ coworker（同事）→ 很快就要进入 autonomous workers（自主工作者）的阶段了。没错，“autonomy（自主性）”现在确实还不能真正运作，但各种 harnesses（框架/控制外壳）和模型能力，正在让我们在大量工作类别上朝那个方向快速接近。这一点其实已经相当明显了：a）labs 想在 RL environments（强化学习环境）里收集 long horizon task data（长时程任务数据）；b）这些 model harnesses 让任务能够变得越来越长（见 /goal 或 Droid Missions）；以及 c）这些模型已经非常擅长递归地纠正自己的错误。AI 已经正式进入 diffusion 时代（不是 diffusion models），也就是模型只需要被扩散到它所做的一切之中。而这将花费接下来的 10–20 年，或者像我说的，这是“最后一公里中的最后一公里”。
Earthquake.. well not literally, but wow 🔥
Earthquake……当然不是字面意义上的，但哇，太炸了 🔥
Incredible read. My new favorite thing to send everyone trying to find a new gig!
读起来太棒了。这成了我现在最爱转发给所有正在找新工作的人的内容！
“Writes bangers on X, but terrible board member”.. when I recently asked a founder about his board. Too many investors are trading dopamine for service nowadays. At least do both. Work hard for your founders. That’s the only “moat” that’ll compound in the long term.
“在 X 上写爆款很厉害，但当 board member 却很糟糕”——这是我最近问一位 founder 对他董事会的看法时，他给我的评价。如今太多投资人是在用 dopamine（多巴胺）交易取代真正的服务。至少两件事都要做好。为你的 founders 努力工作。这才是唯一会在长期持续复利的“moat（护城河）”。
Employees joining some recently minted unicorn* companies are facing a triple whammy.. 1) tranched valuations are very common now means their entry strike price at that valuation is often >2x of the lead preferred price. 2) this means your strike price will be quite high and so will be your 409a. you’ll paying a pretty penny if you try to early exercise and if not then you’ll have to wait a while till they grow into that valuation. 3) stock packages seem great “on paper” but are massively inflated because of this tranched valuation. so you can say total comp is very high but the real comp is not that high (at least today). this is another reason companies chase a higher valuation so they can give lower equity raises. Make sure you go with wide eyes and use Claude/ChatGPT to do some exit math on your equity. Joining a unicorn company can offer far more than just comp (learning, experience, strong mission, great team) and that should be the core reason for joining. But do your own due diligence on the company you’re joining just like an investor would. * Not all unicorn companies are the same - some are fundamentally better and have meaningfully grown into the valuation than others. Some are growing way faster than the ones with fundamentals. Point is to do your homework vs treating every company that’s valued similarly and putting them in the same bucket.
加入一些新近晋升为 unicorn（独角兽）公司的员工，正面临“三重暴击”。1）分批估值（tranched valuations）现在非常常见，这意味着你入职时对应那个估值的行权价（strike price）通常会高于 lead preferred price 的 2 倍以上。2）这又意味着你的 strike price 会很高，409a 也会很高。如果你尝试 early exercise（提前行权），你会花上一大笔钱；如果不这么做，那你就得等一段时间，直到公司真正成长到那个估值水平。3）股票薪酬包看起来“纸面上”很漂亮，但由于这种分批估值，实际被严重抬高了。所以公司可以说 total comp（总薪酬）很高，但真实薪酬其实没那么高（至少现在如此）。这也是公司追求更高估值的另一个原因：这样它们就能用更少的股权加薪。你一定要睁大眼睛看清楚，并用 Claude/ChatGPT 给自己的股权做一些退出回报测算。加入 unicorn 公司带来的价值，可能远不止薪酬（学习、经验、强使命、优秀团队），而这些才应该是你加入的核心原因。但你也要像投资人一样，对你要加入的公司自己做好尽职调查。* 并不是所有 unicorn 公司都一样——有些公司的基本面明显更强，也确实已经实质性地成长到了那个估值；另一些则没有。有些公司的增长速度又远快于那些基本面更扎实的公司。重点是要自己做功课，而不是把所有估值相近的公司都一概而论、归到同一类里。
> claude --dangerously-skip-permissions > /goal improve the codebase for performance and add a bit of aura
> claude --dangerously-skip-permissions > /goal 提升代码库性能，并再加一点 aura（气场）
A lot of young people ask me if they should move to venture and my answer is typically no* for the following reason.. It’s hard to truly understand what “excellence” means unless you’re deeply embedded and working for founders who are truly excellent. Even if you are part of the cap table and the board and spending time with founders, you don’t get same learnings as working at a company day in and day out. I wouldn’t know anything about product excellence if it were not for @deepnishar @ericwu01 @acv and others. I wouldn’t know anything about design if it were not for @kurtvarner @MicahSivitz @xiakv and others. I wouldn’t know anything about operational excellence if it were not for @rabois @danubata and others. Only because of these experiences and reading deeply, I was able to create some heuristics of what great founders and companies look like. And I have to keep updating it as I meet more and more founders and technology shifts beneath us. Those experiences also helped me earn the right to win the right to be a part of founders cap table. The other main reason to not be a junior investor is for most firms you’re just sourcing founders that match the GPs taste vs. truly thinking from first principles on what makes great founders & companies. If you really want to invest in founders, work at a great company and start by being be an angel. It’s such a fun way to learn and be part of founders journey. * The one exception to this is you’re absolutely obsessed with the craft of investing and you really cannot fathom doing any other job. If that’s your true passion then you’ll figure out a way to be a great investor regardless of anything you have done in the past.
很多年轻人问我，他们是否应该转去做 venture（风险投资），而我的回答通常是否定的*，原因如下：除非你真正深度参与其中，并且为那些真正卓越的 founder（创始人）工作，否则你很难真正理解“卓越”意味着什么。即使你在 cap table（股权结构表）和 board（董事会）里，也花时间和 founder 打交道，你获得的学习也无法与在一家公司里日复一日工作相提并论。如果不是因为 @deepnishar、@ericwu01、@acv 等人，我不会懂得 product excellence（产品卓越）是什么；如果不是因为 @kurtvarner、@MicahSivitz、@xiakv 等人，我不会懂得 design（设计）是什么；如果不是因为 @rabois、@danubata 等人，我不会懂得 operational excellence（运营卓越）是什么。正是因为这些经历，再加上深入阅读，我才能总结出一些 heuristics（经验法则），去判断伟大的 founder 和公司是什么样子。而且随着我见到越来越多的 founder，以及技术在我们脚下不断变迁，我还必须持续更新这些判断。这些经历也帮助我赢得了资格，从而有机会进入 founder 的 cap table。另一个不该做 junior investor（初级投资人）的主要原因是，在大多数机构里，你其实只是在为符合 GP（普通合伙人）口味的 founder 做 sourcing（项目发掘），而不是真正从 first principles（第一性原理）出发，思考什么样的 founder 和公司才是伟大的。如果你真的想投资 founder，那就去一家伟大的公司工作，并从做 angel（天使投资人）开始。这会是一种非常有趣的学习方式，也能让你参与 founder 的创业旅程。* 唯一的例外是：你对 investing（投资）这门手艺有着近乎执念的热爱，而且你真的无法想象自己做任何其他工作。如果这真的是你的热情所在，那么无论你过去做过什么，你都会想办法成为一名出色的投资人。
For folks who don't believe me, this is the second phase and it's still going.. parents are going to be excited for this side project.
不相信我的朋友们，这是第二阶段，而且还在进行中……家长们会对这个 side project（副业项目）感到兴奋的。
Man, /goal is just AGI if given the right tools.. Like what do you mean you went through all the entire database of 2k+ line items, fixed all the product images, the frontend bugs caused by different images, the descriptions, used browser harness to get real-time info from the web, used web search for fact checking, wrote scripts for all the work you did for the future.. and ran for 2 hours while I met founders for coffee. I'm just shook 😅
天哪，/goal 要是给到合适的 tools（工具），目标简直就是 AGI……你这话什么意思：你把整个数据库里 2k+ 条 line items（条目）全都过了一遍，修好了所有产品图片、不同图片导致的 frontend（前端）bug、商品描述，还用了 browser harness 去从 web 获取实时信息，用了 web search 做事实核查，把你做的所有工作都写成了 scripts（脚本）方便以后复用……而这一切，都是在我和 founders 喝咖啡聊了 2 个小时的时候跑完的。我真的被震到了 😅
You are missing out on reading essays from the better writer in our family..
你错过了读我们家里那位更会写作的人写的 essays（文章）。
I wish I can join X for one day, solve this “off by one” bug and leave 🫡 cc @nikitabier & @benjitaylor
我真希望能去 X 待一天，把这个 “off by one” bug（差一错误）修好，然后潇洒离开 🫡 cc @nikitabier & @benjitaylor
Meera: I have a welcome gift for you when you’re back from NYC. Me: What? Meera: 🚂🚂
Meera：等你从 NYC 回来，我有个欢迎礼物送你。 我：什么？ Meera：🚂🚂
Every single large company with data walls realizing it’s time to go headless (or essentially die).. It’s the right call too since the market/usage for agents will be 100x larger than humans. If you gatekeep your systems for humans, you’ll most likely be 100x less valuable!
每一家有数据高墙的大公司，都正在意识到现在必须转向 headless（无头化）了——不然基本上就是等死…… 而且这确实是正确的选择，因为面向 agents（智能体）的市场/使用规模会比面向 humans（人类）大 100 倍。如果你把自己的系统只为 humans 设限、把关，你的价值很可能就会低 100 倍！
If you needed a signal that VC has truly become consensus capital, then this is the sign.. If you are a founder for the sake of being a founder, then this will resonate since you NEED capital to run your business. If you are obsessed and don't care what the world thinks, then you'll treat each rejection as potential learning - but NOT a verdict on why you shouldn't start that company.
如果你需要一个信号来证明 VC（风险投资）确实已经变成了 consensus capital（共识资本），那这就是那个信号。 如果你创业只是为了成为 founder（创始人），那这句话会让你产生共鸣，因为你确实 NEED（需要）资本来运营你的业务。 如果你是真正痴迷于自己要做的事、并不在乎外界怎么看，那么你会把每一次拒绝都当作潜在的学习机会——而不是把它当作你不该创办那家公司的判决。
pre-kids: red eyes are the worst - why would anyone take them?? post-kids: red eyes are honestly the best. i can tuck my kids in bed and wake up in a new city and get going right away. (typing this from a red eye headed to NYC rn)
有孩子前：red eye（红眼航班）最糟了——怎么会有人坐那种航班？？有孩子后：说真的，red eye 反而是最好的。我可以先哄孩子们上床睡觉，然后自己一觉醒来就在一座新城市里，马上就能开始忙起来。（这条就是我正在飞往 NYC 的 red eye 上打的，rn）
Every founder I meet: man, the bar is so low to be a good VC. Just do what you say, and you’re already top decile. Every VC I meet: dude, the bar is so low to be a good VC. Just do what you say, and you’re already top decile. Something has to give 😂
我遇到的每个 founder 都会说：哥们，要成为一个好 VC，门槛真的低得离谱。只要说到做到，你就已经进入前 10% 了。我遇到的每个 VC 也都会说：兄弟，要成为一个好 VC，门槛真的低得离谱。只要说到做到，你就已经进入前 10% 了。总得有一边先改变吧 😂
If you are always annoyed at models estimating work as if a human is doing it instead of just crushing the work, add this to your custom instructions.. “When estimating or planning, assume you (the model) are executing the work yourself. Report timelines in model-execution units (seconds, minutes, tool calls, iterations), not human days or headcount. Separate the work into (a) the model-executable portion you will do and (b) human prerequisites or follow-ups such as API signups, credentials, hosting, deploys, or anything requiring accounts or physical action you cannot access. Estimate only your portion and flag human parts explicitly. Mark any human step that blocks model work as a gating step, not just a parallel task. If a task is entirely human-required, say so instead of inventing a model plan. If the model portion is short enough to complete in this conversation, offer to start now rather than only planning”.
如果你总是被 model 在估算工作时把自己当成人类来做规划、而不是直接把活狠狠干完这件事搞得很烦，就把这段加到你的 custom instructions 里：“在进行估算或规划时，假设由你（这个 model）亲自执行这项工作。用 model 执行单位（秒、分钟、tool call 次数、iteration 次数）来报告时间线，而不是用人类的天数或人头数。把工作拆分为：（a）你将执行的、model 可完成的部分；以及（b）人类前置条件或后续步骤，例如 API 注册、credentials、hosting、deploys，或任何需要账号或你无法接触的物理操作的事项。只估算你自己的部分，并明确标出人类部分。任何会阻塞 model 工作的人类步骤，都要标记为 gating step，而不只是并行任务。如果某项任务完全需要人类来做，就直接说明，而不要编造一个 model 计划。如果 model 部分短到足以在这次对话中完成，就主动提出现在开始，而不是只做规划。”
Seeing the clear dichotomy in my responses and that’s making me feel this even stronger.. Every large company manager: you know nothing, we need to be invested, this is how it’s always been done. Every startup manager: thanks for saying this, yes, feel this in my bones. 🤷♂️
看到大家回复里这种清晰的两极分化，让我这种感觉变得更强烈了……每个大公司经理都在说：你什么都不懂，我们必须持续投入，这件事一直都是这么做的。每个 startup 经理都在说：谢谢你这么说，没错，我打从骨子里就这么觉得。🤷♂️
I'm so glad I can finally say this without being canceled (I think).. Weekly 1:1s are generally a psy-op by mid tier empire-building managers who simply want to micromanage versus trusting their reports to pursue excellence and flourish. It’s to steer you so that you don’t fall out of line. If you are still in a job where you are being coddled every day, I urge you to find a place that truly pushes your boundaries. At least for a little bit you’ll know what excellence demands and what it feels like being in high performance teams.
我很高兴我终于能把这话说出来而不被 cancel（我想）了……每周一次的 1:1，通常都是那些中不溜、热衷扩张自己地盘的 managers 搞出来的一种 psy-op（心理操控），他们只是想 micromanage（微观管理），而不是信任自己的 reports（下属）去追求卓越、充分成长。它的目的，是把你往他们设定的轨道上引，确保你不会脱离队形。如果你现在还在一份每天都被人哄着、护着的工作里，我真心劝你去找一个真正会逼你突破边界的地方。至少哪怕只是短暂待一阵子，你也会知道卓越到底要求什么，以及身处高绩效团队是什么感觉。
Every pixel will be generated in real-time, and it'll be soon be generated on @reactorworld 🪩
每一个 pixel（像素）都将被实时生成，而且很快也会在 @reactorworld 上被生成 🪩
Every VC firm starting their Monday morning meeting this week as summer is coming soon and they still need someone to source deals..
这周每一家 VC firm（风险投资公司）周一早会开场时的状态：夏天马上要到了，而他们还需要有人去 source deals（寻找交易/项目机会）……
In NY next week - Tuesday and Wednesday. Who should I meet? 👀
下周我会在 NY——周二和周三。 我该见见谁？👀
Apparently, this is a hot take.. Startup vintage of 2023-2025 is slowly realizing that fancy launch videos & focusing just on distribution MIGHT lead to VC funding, but still leads to money being lit on fire when you should have been spending equal (if not longer) time on retention. Momentum (in lieu of anything else) has ceased to be a moat. It never was in the first place, and the numbers (seed -> series A gap) are starting to show this. We'll see acquihires at a much faster clip than we've seen before.
显然，这算是个很有争议的观点……2023-2025 这一批 startup 正在慢慢意识到：炫酷的发布视频，以及只把重心放在 distribution（分发）上，也许确实能带来 VC 融资，但如果你本该把同样多——甚至更多——的时间花在 retention（留存）上，却没有这么做，那最终还是等于在烧钱。Momentum（增长势头）在缺少其他真正壁垒的情况下，已经不再能充当 moat（护城河）了。它从一开始就不是，而现在数据也开始说明这一点了（seed -> series A 的落差）。我们将会看到 acquihire（以收购团队为目的的并购）出现得比以前快得多、频率也高得多。
It’s criminal how cheap and how good Gemini Flash is.. that too with 1M context windows and structured outputs. Probably, my most used model in production workloads. Separately their new live voice model is mindblowingly good if you haven’t tried it yet!
Gemini Flash 又便宜又好用，简直离谱……而且还支持 1M context window（上下文窗口）和 structured outputs（结构化输出）。它大概是我在 production workloads（生产负载）里使用最多的 model（模型）。另外，如果你还没试过，他们新的 live voice model 真的强到让人震撼。
In NY next week - Tuesday and Wednesday. Who should I meet? 👀
下周我会在 NY——周二和周三。 我该见见谁？👀
Apparently, this is a hot take.. Startup vintage of 2023-2025 is slowly realizing that fancy launch videos & focusing just on distribution MIGHT lead to VC funding, but still leads to money being lit on fire when you should have been spending equal (if not longer) time on retention. Momentum (in lieu of anything else) has ceased to be a moat. It never was in the first place, and the numbers (seed -> series A gap) are starting to show this. We'll see acquihires at a much faster clip than we've seen before.
显然，这算是个很有争议的观点……2023-2025 这一批 startup 正在慢慢意识到：炫酷的发布视频，以及只把重心放在 distribution（分发）上，也许确实能带来 VC 融资，但如果你本该把同样多——甚至更多——的时间花在 retention（留存）上，却没有这么做，那最终还是等于在烧钱。Momentum（增长势头）在缺少其他真正壁垒的情况下，已经不再能充当 moat（护城河）了。它从一开始就不是，而现在数据也开始说明这一点了（seed -> series A 的落差）。我们将会看到 acquihire（以收购团队为目的的并购）出现得比以前快得多、频率也高得多。
It’s criminal how cheap and how good Gemini Flash is.. that too with 1M context windows and structured outputs. Probably, my most used model in production workloads. Separately their new live voice model is mindblowingly good if you haven’t tried it yet!
Gemini Flash 又便宜又好用，简直离谱……而且还支持 1M context window（上下文窗口）和 structured outputs（结构化输出）。它大概是我在 production workloads（生产负载）里使用最多的 model（模型）。另外，如果你还没试过，他们新的 live voice model 真的强到让人震撼。
Never give up on your dreams.. persistence has immense alpha. Bullish on this kid 🫡
永远不要放弃你的梦想……坚持本身就有巨大的 alpha（超额收益）。我很 bullish（看好）这个孩子 🫡
Too many funds are capping downside right now, instead of maximizing upside.. I’ll often ask the GP/partner on why they did the deal and on my fifth why the real reason comes out which is “well at least big token factory will acquire them so our downside is capped” I haven’t done this for many years but I don’t think history shows that’s how you return a 5-10x fund? Maybe, the incentives have really simply shifted to AUM-maxxing and so the sentiment is deploy baby deploy. But, sigh, that just seems so incredibly short sighted. Maybe, it’s been a long day and I just want to rant but time is the only thing you don’t get back. Use it very wisely to work on things that matter and with people who won’t treat you as an option call 🫡
现在有太多 fund（基金）在做的是给下行风险封顶，而不是把上行收益最大化……我经常会问 GP/partner 为什么做这笔 deal（交易），通常要连续追问到第五个 why，真正的原因才会出来： “嗯，至少 big token factory 会收购他们，所以我们的 downside（下行风险）是有上限的。” 我很多年没这么做了，但我不认为历史表明，靠这种方式能做出一个 5-10x 的 fund（基金）回报？也许吧，激励机制确实已经简单地转向了 AUM-maxxing（资产管理规模最大化），所以现在的情绪就是 deploy baby deploy（赶紧把钱投出去）。但是，唉，这看起来实在是太短视了。也许只是今天太漫长了，我只是想发发牢骚，但时间是唯一你无法拿回来的东西。一定要非常谨慎地用它，去做真正重要的事，并且和那些不会把你当成一个 option call（可选择调用项/备选项）的人一起做事 🫡
Find someone who loves you as much as this kid loves popcorn.. PS: the dash popcorn maker is one of the best investments we’ve made
去找一个爱你像这个小孩爱 popcorn（爆米花）一样的人吧……PS：dash popcorn maker 是我们做过的最划算的投资之一
Who knew part of being a VC is signing up to be a personal guarantor for a founders lease since they are barely paying themselves enough cash and hence don’t “qualify” for the apartment.. even though their company is absolutely ripping. Bullish for this founder 🫡
谁能想到，做 VC 的一部分工作，竟然还包括给 founder 的租房合同做 personal guarantor（个人担保人）——因为他们给自己发的现金薪酬少得几乎不够，所以“不符合”租公寓的资格……尽管他们的公司其实增长得猛得不行。看好这位 founder 🫡
All these MCPs/CLIs are clearly showing that “big” models are going to be how we orchestrate our lives.. Be in the path of these models using you - or you’ll simply cease to exist. First, terminal. Then, computer use. Soon, the entire OS.
这些 MCP / CLI 现在都已经很明显地表明，“大”模型将会成为我们编排自己生活的方式……你要处在这些模型使用你的路径之中——否则你就会直接失去存在感。先是 terminal（终端），然后是 computer use（计算机使用），很快就是整个 OS。
30s are all about trying to own a berry farm and an HVAC rollup
30 多岁就是一门心思想着拥有一个 berry farm 和一个 HVAC rollup】【。
@varadh @trq212 I had way TOO much fun building this button
@varadh @trq212 我做这个按钮的时候真的玩得太开心了
No one will believe me but this happened this morning.. X (clearly a founder): I’m talking to all the Tier 1 VCs - and have second meetings. Y (angel, friend maybe): You mean the neolab index funds? 💀 📌 Sightglass on 7th St
可能没人会相信我，但这事今天早上真的发生了……X（明显是个 founder）：我正在和所有 Tier 1 VCs 谈，而且已经进入第二轮会面了。Y（angel，也许是朋友）：你是说 neolab index funds？💀 📌 Sightglass on 7th St
@varadh @trq212 Direct link to register for Vol I: Website to sign up for community & future events: Really excited to be building this community!
@varadh @trq212 Vol I 的直接注册链接：用于报名加入社区和未来活动的网站：我们非常兴奋，正在一起建设这个社区！
Introducing Dawn 🌅 @varadh, @trq212 and I have been talking to a lot of ex-founders lately. There’s a community for every stage of starting a company. There isn’t one for what comes after. So, we decided to start one. Dawn Vol I is a small dinner. May 19th in SF. Off the record. Ex-founders only. Register at meetatdawn dot com
介绍 Dawn 🌅 @varadh、@trq212 和我最近一直在和很多 ex-founders 交流。创业公司的每个阶段几乎都有对应的社区，但在那之后会发生什么，却还没有这样的社区。所以，我们决定自己开始做一个。Dawn Vol I 是一次小型晚餐聚会。5 月 19 日，地点在 SF。非公开。仅限 ex-founders。请在 meetatdawn dot com 注册
Solving *hard* problems is messy and will continue to be that way even if we approach AGI.
解决*困难*问题这件事本来就很混乱；即使我们在逼近 AGI，这一点也仍然会如此。
Every time I pass by my neighbors side door I get this visceral feeling this is a portal to another universe..
每次从我邻居家的侧门旁经过，我都会生出一种很强烈、近乎本能的感觉：那像是通往另一个宇宙的传送门。
Brevity and clarity is what’s missing in most writing.. I’ll go weeks without writing something publicly because I feel like I’m putting the onus of my muddy thoughts on the reader. The best writing is able to communicate cleanly the crux of the matter and share a thread that’s simmering but not explored fully. Writing is still easier since you can edit and reframe anytime. I’m in awe of folks who are able to speak clearly and on the spot on any topic. One day I hope to get there 🤞
大多数写作所缺少的，是简洁与清晰。我常常会好几周都不公开写点什么，因为我觉得自己是在把那些混沌不清的想法的负担推给读者。最好的写作，能够干净利落地传达问题的核心，同时分享一条正在暗暗酝酿、却还没有被充分展开的思路。写作终究还是更容易一些，因为你随时都可以修改、重构表达。我很佩服那些能够就任何话题当场清晰表达的人。希望有一天我也能做到 🤞
This is easily the best podcast episode I’ve heard this year.. Genuine, kind, authentic. Absolutely incredible storytelling. I aspire to have the range of stories that @JaredBWeinstein shared on the pod. @jacksondahl & @DialecticPod always crush but this was special 👏
这绝对是我今年听过最棒的一期 podcast。真诚、温暖、真实。讲故事的能力简直令人惊叹。我也希望自己能拥有像 @JaredBWeinstein 在这期 pod 里分享的那样丰富的故事跨度。@jacksondahl 和 @DialecticPod 一向都特别能打，但这一期尤其特别 👏
Every Indian in the US is T-3 hours away from their parents waking up, reading the news and messaging them “why are you not the ceo of Apple huh”
每个在美国的 Indian，基本都只差 T-3 小时就会等到父母起床、读完新闻，然后给他们发消息说：“你怎么还不是 Apple 的 CEO，嗯？”