I bridge korea and global // ex.Allround // Crypto // AI // Business
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Joined October 2023
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Tony Lim retweeted
prediction
We’ll soon see a huge wave of billion dollar AI native products spinning out from internally vibe coded tools
Here’s the theory - just think about it as a funnel. There’s an explosion of so many internal AI apps being built that some will get popular, will get blogged about, some will open sourced. And some will cause employees to spin out with startups.
It’s already happened the past (often w infra) but it’ll happen up and down the stack this time. And as soon as someone mentions the idea or posts a screenshot or paper it can be agentically fast followed the next day
The best part is that every company has many internal teams that constitute an early customer base. the explosion of bespoke internal apps built by non-engineers is basically every company discovering the cold start problem in reverse. you don't need to build the network - the org IS the network. every team is an atomic network ready to adopt
More bespoke software, yes, but also more scaled software that spreads between companies too!
Tony Lim retweeted
It’s 2:54am
I’ve been managing 12 AI agents in realtime for my startup:
- Marketing
- Researching
- Coding
- Clipping
- and much more
This is what the future will be, the next wave of millionaires will be AI orchestrators.
Spinning up and managing many agents at once, all with a MacBook and Telegram.
There’s ZERO excuses to not be successful in 2026.
I’m 18, no code experience, no college.
This is your sign to start your startup today. 🫡
Tony Lim retweeted
1/ Today I’m releasing an open-source book in collaboration with @FrankResearcher that I wish existed when I started in crypto. It’s split into 15 chapters covering everything that matters - from BTC to DeFi, MEV, Hyperliquid, quantum resistance, etc.
github.com/lawmaster10/howcr…
Tony Lim retweeted
[광고글 관련]
크립토 SNS 활동을 2020년쯤,
네이버 블로그로 시작해서 지금까지
중간중간 쉬면서 해왔던거 같은데
지금까지 한번도 돈 받고 광고한 적 없습니다.
레퍼럴은 초대코드가 있어야 접근이 가능하거나,
셀퍼럴보다 효율이 좋아야지만 링크를 드렸던거 같아요.
사실 레퍼럴도 공유한게 손에 꼽을 정도라..
최근은 Nado랑 Decibel 두개 정도?
EdgeX, Grvt, Extended는 언급드렸지만,
셀퍼럴 하시는게 더 좋아서 따로 공유는 안했고...
디파이니까 꼭 돈 넣기전에 본인이 리서치 한번 더 돌려보고,
예치할지 결정하라고 본문에 열심히 쓰지만,
그래도 사고가 발생하면 불 필요한 노이즈가 생기더라고요.
제가 올린 정보로 돈 벌었다고
참가자들이 제게 수익을 배분해주는건 아니지만,
사고가 발생하면 제 탓을 하게 되는걸 보게 되거든요.
그래서 다른곳에서 이미 언급이 됐다거나,
확실한곳이 아니라면
제가 예치한곳들은 왠만하면 언급을 잘 안하게 되는거 같아요.
어쨌든 그렇읍니다, 광고글 관련 글이 몇몇 보여서 써봤어요.
오늘 하루도 행복하십셔😉
Tony Lim retweeted
South Korea is encouraging startups to compete against conglomerates SK and LG in a state-backed ‘AI Squid Game’ contest — an acknowledgement that tech's future relies increasingly on agile entrepreneurs rather than industrial giants bloomberg.com/news/features/…
Tony Lim retweeted
: : 포필러스, 일본 최대 스테이블코인 컨퍼런스 ‘MoneyX 2026‘ 단독 리서치 파트너 선정
일본은 2023년 개정된 자금결제법 시행을 통해 스테이블코인의 법적 정의와 발행·유통 체계를 명확히 규정한 국가로 평가받고 있습니다.
이러한 일본 스테이블코인 산업의 중심에는 SBI 그룹, JPYC, 코인포스트, 프로그마 등이 자리하고 있으며, 이들이 뜻을 모아 이번 스테이블코인 컨퍼런스를 공동 주최합니다.
이번 행사에는 일본 내 주요 금융기관과 핀테크 기업, 블록체인 프로젝트 관계자, 규제 당국 인사 등 약 2,000명이 참석해 스테이블코인의 제도적 정착과 실질적 활용 방안을 심도 있게 논의할 예정입니다.
포필러스는 본 행사의 단독 리서치 파트너로써, 본 행사에서 일본 스테이블코인 시장을 심층 분석한 독점 리서치 보고서를 발간·배포할 예정이며, 행사 당일에는 자체 부스를 열어 현지 기관들과 시장 현황에 대한 인사이트를 교류할 예정입니다. 다국어로 배포될 해당 보고서에는 일본 스테이블코인 시장의 현황과 성장 궤적, 주요 발행사 및 인프라 사업자 분석, 자금결제법 기반의 규제 프레임워크 검토, 글로벌 시장과의 비교, 그리고 향후 전망 등이 담길 예정입니다.
포필러스는 이번 ‘MoneyX’ 컨퍼런스 참석을 계기로, 한국을 넘어 아시아 전반에 보다 유의미하고 구조적인 인사이트를 제공하는 리서치 기관으로 자리매김해 나가겠습니다.
관련 기사: n.news.naver.com/article/119…
Tony Lim retweeted
A lesson I wish I learned sooner...if you want to win more, quit more.
I’m one of the biggest quitters you’ll ever meet.
- Quit Wall Street.
- Quit 7 figure jobs i hated.
- Quit businesses that lost me money.
-Quit relationships that drained my energy.
- Quit deals that looked sexy but smelled stupid.
We were all taught quitting is weak. And if you pull the plug because something gets “tough” - yes that’s weak.
But quitting because priorities changed, you received new information, or a personal goal was reached - that’s calculated.
I would argue that quitting has led to some of my most profitable decisions.
Tony Lim retweeted
Wow. I finally took the time to listen to Naval's new AI podcast - it was very thought-provoking.
He explained who AI will replace, who it won't, and why most people are thinking about it completely wrong.
If you're time poor, I summarised the key points:
• "Vibe coding is the new product management. Training and tuning models is the new coding."
• "There is no demand for average." The best app wins 100% of the category. Everybody else gets nothing.
• The medium-sized companies get blown apart. The giant aggregators and the tiny niche apps survive. Everything in between dies.
• Don't bother learning prompt engineering. AI is adapting to you faster than you can adapt to it.
• Software engineers aren't dead - they're the most leveraged people on earth. A programmer with a fleet of AI agents is 10-100x more productive than before.
• "Every human is now a spellcaster." AI is the magic wand that was just handed to everyone.
• No entrepreneur is worried about AI taking their job - because being an entrepreneur isn't a job. Any AI that shows up is their ally.
• AI is missing one thing: its own desires. Until it lives in mortal fear of being turned off, it's not alive.
• "I don't worry about unaligned AI. I worry about unaligned humans with AI."
• Photography freed art to get weird. AI will do the same. Once the basic stuff is automated, human creativity goes in directions we can't predict.
• The AI that's right 92% of the time is worth almost infinitely more than the one that's right 88%. He runs every query through 4 AIs and fact-checks them against each other.
• AI advantages in zero-sum games get competed away - because everyone has the same tools. The alpha that remains is entirely human.
• The only true test of intelligence is whether you get what you want out of life. AI fails this test instantly - because it doesn't want anything.
• "Become the best in the world at what you do. Keep redefining what you do until this is true." This still applies in the age of AI.
• "The means of learning are now abundant. It's the desire to learn that's scarce."
• A computer used to be a bicycle for the mind. Now it's a motorcycle - but you still need someone to ride it.
New podcast on AI (full episode). Links below.
A Motorcycle for the Mind
0:00 If you want to learn, do
2:13 Vibe coding is the new product management
6:49 Training models is the new coding
10:13 Is traditional software engineering dead?
13:07 There is no demand for average
14:12 The hottest new programming language is English
18:36 AI is adapting to us faster than we are adapting to it
22:56 No entrepreneur is worried about AI taking their job
26:46 The goal is not to have a job
29:49 AIs are not alive
32:55 AI fails the only true test of intelligence
36:49 Early adopters of AI have an enormous edge
39:37 AI meets you exactly where you are
43:02 Always leverage the best intelligence
44:37 If you can't define it, you can't program it
49:37 The solution to AI anxiety is action
Tony Lim retweeted
how to build a bootstrapped startup without funding:
1. pick a problem you personally have. if you don't use your own product daily, quit now
2. skip the pitch deck. open your code editor. ship something ugly in a weekend
3. charge money from day 1. free users give you nothing but support tickets
4. use boring tech. PHP, SQLite, vanilla JS. frameworks are a trap that mass waste your time
5. host on cheap VPS ($5-20/mo). not AWS. you don't need kubernetes for 1,000 users
6. do customer support yourself. it's the fastest product feedback loop that exists
7. automate everything you do more than twice. cron jobs > employees.
8. grow on Twitter/X by building in public. your journey IS the marketing
9. keep your burn rate near zero so you never need to raise. ramen profitable > series A
10. say no to investors, cofounders, and "advisors" who want equity for intros
i've been doing this for 10+ years now. no employees, no funding, no board meetings
the entire VC game is designed to make you think you need permission to start
you don't
Tony Lim retweeted
This is totally effete.
If anti-data center activists had any real conviction, they'd try to ban AI applications outright--actually attack the demand, not the infrastructure. But they won't, because they know they'd lose immediately. These are the fastest adopted consumer products in history. People love their AIs, use them daily, and aren't giving them up for environmental bullshit.
So instead we get symbolic vetocracy: block a permit here, delay a data center there, all while continuing to use ChatGPT for free. It's performative opposition from people who lack the courage to make their actual case to their fellow citizens. The same playbook failed against ridesharing--how much did we hear about how evil the gig economy was, and all this endless halfhearted regulatory harassment. But every time Uber or Lyft or Doordash actually ended up on the ballot, the gig economy won because people actually just love these products and demand the laws adapt.
At least the original Luddites had the courage of their convictions. Those motherfuckers burned down factories. These people file NIMBY complaints drafted by Claude.
Movements built on bad-faith environmentalism and populist convenience don't scale into serious policy. They just result in virtue signaling and pointless fighting.
If you're serious about AI safety, the case deserves better advocates than people whose real objection is that a building got built near them. (Or worse, environmental misinformation: if you want to know what I'm referring to, ask ChatGPT/Grok about "Controversy over water usage in AI models, analyzing the best sourced arguments levied by proponents like Karen Hao and Jonathan Koomey, versus detractors like Andy Masley.")
I'm actually pretty open-minded about the anti-data-center populism.
From everything I've seen from people working on this, reducing industrial-scale hardware availability seems to be both the most practical, and most non-dystopian / non-invasive way to lengthen AGI timelines.
So if the movement that makes that happen starts out with anti-data-center populism, that seems fine?
Of course you have to do things other than going after data centers located in populated areas to really make a dent on AGI timelines (my intuition is that 10-100x compute reduction is feasible in a "static" model of the world, and 100-10000x if you compare to a counterfactual that includes future chip design progress; those numbers *would* make a dent), but there is a first step for everything.