小庞同学

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The earliest city roads were designed for horses, carriages, and pedestrians. So when loud, fast, self-propelled vehicles first appeared, they were widely seen as dangerous machines that did not belong on ordinary roads.
In 1865, Britain introduced the Locomotives Act, later commonly associated with the “Red Flag Act.” Under these rules, a motor vehicle had to be operated by at least three people. One of them had to walk ahead of the vehicle, carrying a red flag to warn others. In towns, the speed limit was only 2 mph.
In other words, the machine was forced to move at roughly human walking spe
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The original city roads were designed for carriages and pedestrians. Therefore, motor vehicles that were generally thought to be too dangerous—going too fast and making too much noise.
In 1856, Britain introduced the “Locomotives Act,” commonly known as the Red Flag Act. Under it, when a motor vehicle was in operation, at least three people were required: one had to walk in front of the vehicle with a red flag in hand to warn others, and speed in towns was limited to 2 mph. By comparison, the default walking speed on all our maps today is 3 kilometers per hour.
Stablecoins are a bit like that
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Toronto AI founders, investors & builders - I'm putting together a small group next Saturday.
No panels or pitches. Just honest conversations about what we're building, plus drinks, food & music.
Join us:
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Hey friends! I will be going to Canada Crypto Week in Toronto around July 18-July 22. Would love to meet with fellow founders and investors building in the fintech space!
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Don't mind my cheesiness, but Puashan's "Drunkard's Song" with its tipsy and relaxed vibe just fascinates me so much that I'm willing to switch App Store countries to download NetEase Cloud Music and then use a VPN to listen back in my country.
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All social media search power overseas will show a large number of matrix accounts producing brainwashing-like videos, claiming that the global computing power shortage is only due to cheap Chinese electricity, which is converted into tokens and sold to foreigners, thus fooling retail investors into investing in Mac Mini data centers or passive income.
"People can't earn money beyond their cognition."
One kilowatt-hour is only worth thirteen cents,
Investing in Mac Mini to transform into AI computing power,
Connecting with high-quality overseas orders."
A new AI capital scheme has em
TOKEN-1.01%
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Many companies in the past believed in token maxxing. Everyone’s default logic was: the more employees use it, the more AI-native the company is.
So Meta’s token leaderboard and Amazon’s KiroRank are ranked by employee token usage—like the line Naval said, “waste tokens, save time”—turning themselves into AI Native organizations.
But token consumption isn’t a linear cost; it can suddenly balloon in agentic workflows and multi-step research scenarios with long contexts.
Chinese and U.S. companies are all realizing they need to budget token consumption again, the same way they do cloud com
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It’s not even halfway through 2026, but we’re already seeing many actions in offshore asset management:
January CRS 2.0 takes effect in the Cayman Islands and BVI, with crypto assets also entering personal tax information collection
February The central bank issued a notice banning offshore entities from issuing offshore RMB stablecoins without approval, strictly controlling RWA tokenization
March Hong Kong’s “Draft Amendments to the 2026 Tax (Revised) (Automatic Exchange of Information) Ordinance,” requiring reporting of related transactions for crypto assets
April Hong Kong finally approved
RWA0.59%
HSBC1.15%
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ConanDafe:
Follow Conan as it’s about to bring its ecosystem to life—get in early and ambush the Sol chain by tailing the ending xBQt.
Google officially announced their new feature today at the IO Conference: Universal Shopping Cart. As long as you add products to the cart, AI will automatically match products and other details across the entire web, evaluating the best platform for purchase based on price and other information.
my two cents:
1. Google's role has shifted from information aggregation to transaction matchmaking. Even if AI remains loyal in this process, it will definitely increase Google's bargaining power within the ecosystem.
2. Apple Pay and Google Pay actually need to share revenue with card issuers d
GOOGLX2.15%
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Reflections after continuously interviewing and recruiting for R&D and growth positions for the team:
First-class talent understands technology and business, providing talent with a group of AI Agents
Second-class talent is mediocre in understanding and execution, providing AI Agents with a user
Third-class talent can't even do a good job of passing messages to AI
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Today I was talking with a friend and suddenly realized that the key focus areas of a certain American investment firm are only three: Longevity Tech, Defense Tech, Crypto. Could this also reflect the fund founders' views on the future global landscape?
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I just realized today that the websites we check daily using SimilarWeb, the Wayback Machine for website history, and Amazon's smart speaker Alexa are all interestingly interconnected, and the tech world is also a small community.
In 1996, Brewster Kahle founded Alexa Internet, focusing on clickstream data analysis, studying which new websites users would click on after visiting a particular site, which later became a website traffic analysis tool.
In 1999, Amazon acquired this site with $250 million worth of Amazon shares, hoping to help analyze user behavior across different websites to
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The most important thing when having a benefactor's support is definitely not to give gifts or show goodwill, but to let the benefactor see that every piece of advice or resource they provide can bring you significant change, and to make them clearly see the results of the help they give you.
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Standing on the wave or staying away from the wave is quite an interesting choice.
Seeing friends go to the cutting edge of AI for rapid iteration and application.
The spillover of model capabilities, especially the rapid emergence of AI coding abilities,
has brought many entrepreneurial opportunities that were once unimaginable,
and at the same time, with an iteration speed of every three months,
it embeds the startup company's products into the models.
It’s very likely that a company loses its purpose with just one model release.
There are also friends who stay away from the SF
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For many mainland Chinese friends, the core "watershed" in personal ability comes down to two things:
1. Having sufficiently strong English skills and the habit of reading primary sources in English, rather than only consuming second- or third-hand filtered versions of global information within an information cocoon.
2. Whether they can use AI, especially correctly utilizing the world's state-of-the-art models, using prompts, deploying and calling agents, managing multi-model and human-AI collaboration, rather than just asking simple questions.
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I just remembered last year I saw some career mentor rambling nonsense about Web3 resumes being useless.
One of the most sought-after profiles for American AI companies doing GTM is young Asian women who have worked in Web3 communities.
Many friends can't find Eth Denver/Token2049 anymore, but now that SaaStr is coming up again, it's back.
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The city with the highest payment R&D talent density in the world is Hangzhou, and the city with the highest Web3 R&D talent density is Shenzhen.
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Over the past nearly month, I visited five places: Hanoi, Ho Chi Minh City, Kuala Lumpur, Jakarta, and Bali.
In each place, I visited AllScale users, local exchanges, traditional money changers, payment bosses, and lending bosses.
I went to the wealthy districts, slums, small vendors, convenience stores, the largest malls, startup hubs, government industrial parks, and gray-market offices in each city.
Observed, learned, and asked questions in all sectors—black, white, and gray.
Actually, I’ve written a lot about payments and finance, but the more real it is, the more I dare not or don
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Transportation, dining, and massage prices in Hanoi are really cheap, but the gym in the tourist area has a low cost-performance ratio. The day pass costs $13, and the equipment is seriously incomplete.
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