从neolab转向卖数据 从agent转向卖环境 从video转向robot foundation 湾区的小伙伴们还是太聪明和敏捷了 - 发现市场上的钱不多了，而且只流向某些方向 - 投资人再心善，回报率是命根子呀 - 在经历了初期的梦想远大之后，越来越多的同学开始转向现金流路线 这是好事儿啊，活下去比什么都重要 BTW，Labelbox竟然还活着，转型成功了。从前ChatGPT时期给图像标物体，到如今转型成标agent训练数据，是真牛逼啊

“give yourself a lot of shots to get lucky” is even better advice than it appears on the surface. luck isn’t an independent variable but increases super-linearly with more surface area—you meet more people, make more connections between new ideas, learn patterns, etc.

今天发布今年第 19 款产品 sofatap（沙发瘫），开始 TestFlight 公测！ 这两周我大部分 vibe coding 其实不是在书房做的，而是在客厅，用接着电视的那台电脑。agent 在跑任务，我窝在沙发和啵啵一起看电视剧或者是打游戏，需要点一下、回一句的时候，要起身去找键盘鼠标，很不方便… 所以我给自己做了 sofatap：把 iPhone 变成触控板和键盘，躺在沙发上就能操作电视上的电脑，Mac、Windows、Linux 都能用，最新版本还支持索尼和小米的 Google TV。 我一直觉得，现在的个人电脑其实无处不在，但我们不该再被绑在它面前，用坐在桌前、手按键鼠的老方式去用它。sofatap 是第一步。接下来我想让它支持语音，直接跟 agent 说一声，让它全自动去操作电脑。 开源，免费，也在客厅写代码的朋友来试试，有问题直接回复我： 官网：sofatap.app GitHub：github.com/chekusu/sofatap

I've actually stopped using the word "harness." I now think in terms of two things: agent runtimes and agent applications. Agent runtimes should be very small. Their core job is to connect an LLM API to an execution environment. That environment could be a full OS or a language VM, like a JavaScript runtime. Almost all that matters here is robustness. An agent runtime must be able to keep an agent running forever. Literally forever. Agent applications are everything else. Yes, literally every piece of software in the world. If software isn't built for agents, they use it through computer use or browser use. These capabilities can be built into the agent runtime or provided by another agent application. If software is agent-native, agents should be able to use it directly. The experience of an agent using that software—what we call "agent experience"—needs to be carefully designed, at least for now, to make efficient use of both time and tokens. Another key piece is agent identity. Agent applications should recognize each agent individually, rather than just the browser or computer it's using. This allows each agent's actions to be recorded in detail and audited in real time or after the fact. Everything we're building at @botiverse follows from this view.

转载一个我朋友的xhs帖子 1. 老公司无法转型，只能收购 2. 用ai native的方式做一些老事情，何尝不是一种从0到1的创业呢

Assorted things I've been mulling over regarding agents in the economy: • Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive surplus to advance their interests against those of certain consumers: relative to the optimization capacity of companies, consumers can be inattentive, underinformed, irrational, etc. (Think, say, of some of the classic insurance upsells at the end of a booking process, which is typically priced substantially above what a regular policy would cost.) Herbert Simon introduced the idea of bounded rationality, and firms often end up benefiting from it. Thanks to personal agents, we will probably get somewhat more rational in how we engage with companies. • How exactly will outcomes change? Well, certain kinds of price discrimination will work less well (how do coupons work if every agent hunts fastidiously for them?), and certain kinds of customer cross-subsidy will change (today, people who forget to cancel subscriptions subsidize those who don't). Taken across the economy as a whole, I'm not sure what the incidence of all of this will be. • In corporate strategy, people have long debated the relative importance of distribution and product quality. Perhaps you've made something better, but does anyone know about it? Won't people just continue to buy the ACME Corp Mousetraps? Personal agents will, I think, act as a kind of structural subsidy for product quality. How would markets look different if individuals always spent at least 10 hours researching their purchases? On the margin, focusing on making a product better is, I think, going to become a more effective strategy for companies. This is good! • It true, a corollary is that information about product quality will become more important and impactful. Today, most people have very limited ability to aggregate and integrate such data, but agents will have insatiable thirst for such signals. (It's often said that data is becoming more valuable because it helps in the training of models. That's obviously true, but I think there's a secondary way in which it's more valuable simply as a complement to cheaper intelligence.) • A big question is whether agents will increase superstar effects (rational agents all settle on the same product) or increase dispersion (because everyone has slightly different tastes and preferences, which agents are good at eliciting, finally overcoming the artificial clustering we've been subjected to). • Many internet companies have monetized demand routing, which is in turn often predicated on short attention spans. "I'll click on the first thing I see." This has led to some amount of inefficiency, as companies try to propitiate capricious ranking algorithms and incur various placement fees. It's not all deadweight loss (willingness to pay is itself a kind of signal, which is valuable to buyers), but it's not great. How will the nature and value of this routing change in a world of personal agents? I don't know the answer, but I think that the effects might be pretty big. • Much of what I'm writing hinges on the assumption that personal agents will be on the consumer's side. I suspect that that will be the winning strategy, but whether it's true, and what it means to be true, involves a lot of other questions. Taken as a whole, the market is a massively parallelized, decentralized, and highly imperfect value attribution machine, and, taking stock of all of the effects, it seems to me that the quality point may well be the biggest: that agents will change the nature of the backpropagation such that the rewards for better products increase. Maybe this is too optimistic, but I suspect (and hope) that companies that make things that they're proud of will feel that the universe is a little more partisan in their favor.

sales folks your entire job is to not look like OR act like sales … it’s to cos-play the founder market should feel energy, passion, and trust through you

we’re thinking of killing plan mode and using the shift+tab hotkey to adjust effort levels I don’t think the models need plan mode anymore, but if you’re a plan mode diehard would love to get your feedback on why

We are going to lean into making Hermes more like Pi, and less like OpenClaw