昨天夜里给孩子聊到《孙子兵法》，讲解一些其中计谋的时候，他问我：这么多兵法要领，到底哪一条最重要？ 我思考良久，发现里面虽然讲了很多计策，但贯穿通篇的其实是“等待”两个字！

The older I get, the more I realize "No risk, no story" is great advice.

不去思考研究 AI 下面几年对于世界的全方位的改变，就是“为一个不再存在的世界而准备”. 旧世界已不可逆转的逝去：大规模无人机集群取代载人战斗机 ；大语言模型取代各种低复杂度的脑力劳动 ；机器人取代各种低复杂度的体力劳动。

Ryan Petersen Medieval Technology and Social Change The Copernican Revolution Life in the English Country House Painting and Experience in Fifteenth Century Italy Anabasis The Quest for El Cid The World We Have Lost

Reminder:

BREAKING: Apple just proved AI "reasoning" models like Claude, DeepSeek-R1, and o3-mini don't actually reason at all. They just memorize patterns really well. Here's what Apple discovered: (hint: we're not as close to AGI as the hype suggests)

The only way to eliminate anxiety:

Iran tensions slam markets short-term, but long-term? A chance to buy quality shares at a discount. Stay calm, invest smart! #StockMarket #Iran #Investing (147 characters)

I promise.

The best advice I have for new grads: A 4.0 GPA from Harvard or Stanford is no longer enough to land the job you want. It’s way more important to take agency, build things, and demonstrate that you can actually do the job - not just study for an exam. Distribution is also 👑 -

Never apologise for pursuing your own path. You get to decide what success means.

Best tweet tonite

Arthur的新长文把稳定币前世今生讲得明明白白，这篇文章没有硬核的技术分析生涩的金融术语，都是叙述性文字很好读，但也很长。很有意思的是他2014年在香港做加密交易的描写，去各银行间存钱取钱，以及去深圳开银行账户（为什么我那时没遇到他啊！）。也有很多我们耳熟能详的名字被提及，这段对CZ的描写

Waymo v.s. Tesla FSD 🤔. #TSLA, #tesla, #FSD

The GENIUS Act is designed for $CRCL & $COIN just getting some breadcrumbs & $HOOD even less. Winners in a red, triple witching Friday: $CRCL +19% $SLDE +18% (IPO'd on Wed & up +39% in 2D) $CRML +15% $OSCR +15% $ZETA +12% $BKSY +11% $TSSI +10% $LMND +8% $CRWV +8% $IREN +8%

Dear son,