小庞同学

Looking back at 2025, among China's major internet giants' non-Gen AI products, the most eye-catching one for me is the "Gaode Street Sweeping Chart," which primarily measures how many people are willing to drive and repeat routes to visit a certain restaurant.
On one hand, it solves the trust issue in internet review systems. For example, within a year, a user traveling to Beijing's famous restaurant Jin Ding Xuan has a total navigation distance of up to 340,000 kilometers, equivalent to circling the Earth 8.5 times. Such data cannot be fabricated through fake orders or fake reviews; to some

Seeing people talk about Web3 work experience leading to difficulty passing the resume screening for big Web2 companies because Web3 = unstructured / no system.
From my extensive experience interviewing employees and my long-term collaboration with the overseas growth departments of large companies, Web3 work experience is actually a plus. Especially Web3 marketing and operations personnel, who are better at cold-starting international markets, driving growth through community engagement, and crafting a product narrative and emotional communication.

Over the past week, overseas media have been speculating that OpenAI is planning to acquire Pinterest. Many are curious why this relatively lesser-known image-sharing platform was chosen, but in hindsight, it makes a lot of sense.
From OpenAI's perspective, both users and capital are pushing them to explore commercialization in shopping features.
Recently, after renovating and moving, I coincidentally caught the surge in product user numbers. I didn't have time to research and purchase individually, so I decided to let all household appliances and office supplies be selected by ChatGPT from Co

BNPL - Buy Now Pay Later sector experienced exponential growth during Covid back in 2020 as a result of many factors:
1) more younger consumers are avoiding credit cards,
2), merchants were trying to optimize conversion at checkout, and
3) e-commerce and direct to consumer surged due to covid lockdown policies.
Many people thought it was just a hype, but since 2022 it soon became popular in many sectors like travel and services.
Fast forward to today, in the last Cyber Monday last week, BNPL processed about 7.2% of online sales ($1.03 billion / $14.25 billion). This is also an interesting

OpenAI's official community project incubator, OpenAI Grove, has opened applications for the second phase. Each phase selects 15 early-stage idea projects and provides workshop training, office hours, and technical guidance over five weeks. Participants will also gain earlier access to unreleased OpenAI tools compared to external sources. In the first and fifth weeks, in-person participation at the OpenAI office is required, with all travel expenses covered.

A lot of founders always say how young they are to signal potential (so many people under 30, or even 25, are building AI/crypto startups with top VC backing).
I’d love to see more people share their WHOOP @WHOOP age instead. It says more about how committed you are and how sustainable your hard work is.

A significant portion of crypto industry exits in 2025 were completed through equity. According to recent publicly available data from PitchBook, in the past year, 265 crypto projects exited via mergers and acquisitions, totaling $8.6 billion, such as Stripe's acquisition of Bridge; there were also 11 crypto projects that raised over $14.6 billion through IPO listings, including Circle and Gemini. In 2024, the total M&A volume in the crypto industry was only over $2 billion, and IPO fundraising was only $300 million.
Equity exits currently mainly involve exchanges, stablecoin issuers, upstream

Baidu's daily active users reached a peak of 200 million in 2020, then started to decline, and since then there has been no official or reliable third-party disclosure of daily active user numbers.
Last week, 36Kr's latest data showed that Doubao just surpassed 100 million daily active users, and with the traffic driven by the entire ByteDance ecosystem, growth is still ongoing. Perhaps soon, for young people, using Baidu will be as unfamiliar as using Bing—something they've only heard of but never used.

AI Coding has indeed fundamentally changed many workflows, but it is overhyped.
Laypeople or small bosses managing programmers feel that AI programming is already good enough because they are not responsible for the final quality of the delivery. Programmers only realize there are so many illusions, errors, and design flaws to fix once they get involved.
The obsession with AI programming is essentially a myth of wealth creation through AI development creating hype. Repeatedly talking about AI programming making products to make money and using the same old NFT/contract copying to attract atten

My 2026 To-Do List:
1. Don't overwork to combat anxiety; protect your time and attention. Proper rest and relaxation are the greatest respects to your work.
2. Don't sacrifice sleep and exercise for productivity. Even on business trips, ensure enough time for recovery and exercise. Use Whoop to monitor sleep, recovery, and workouts daily. If you can't control yourself, listen to AI.
3. Don't scroll through short videos and feeds directly. Use Grok to filter information streams, browse videos with Atlas browser for reading and analysis, and use AI to create addiction isolation mechanisms.
4. Av

Below are my six predictions for 2026. One year later, a review to see how many times I was proven wrong:
1. Although Manus boosted market confidence, after MiniMax and Zhipu上市 in Hong Kong stocks, funds will most likely first observe secondary market feedback. If signals such as IPO underperformance, excessive selling pressure, or weakening liquidity appear, Chinese VCs will be more cautious in deploying capital, which may further concentrate funds into a few top-tier targets until US VCs provide new narrative catalysts or AI achieves verifiable marginal breakthroughs. Chinese entrepreneurs w