Gao’s Vision

Building @XAR_Labs, and built Happy Farm, the world's first social game with over 50 million DAUs in 2008.

[Gao’s Vision @gaoshaofei]

Smart Glasses: A Smartphone-Sized Opportunity

Smartphones are arguably the most iconic consumer electronics product in history. More than just a device — they're our digital hub, and a developer platform that redefined the tech landscape.

Now, a new contender is emerging: smart glasses.

You might be surprised to learn that traditional eyewear ships nearly 1.6 billion units a year, outpacing smartphones' ~1.2 billion. Imagine what happens when this industry gets smart.

It's not just the viral rise of Ray-Ban Meta. Nearly every major tech giant — @Apple , @Google , @Microsoft , @Huawei , @Xiaomi , Bytedance — is already in the game.

The next big wave is coming.

#SmartGlasses #AIGlasses #ARGlasses

[墓碑科技 @mubeitech]

Apple Vision Pro，一个本不该在2024年出现的产品。
它是个来自未来的闯入者。

事情是这样的。
一家美国科技巨头，找到一家日本显示器供应商。
说：我们要买你们最新的4K微型OLED屏。
供应商给了样品。
样品价，每片1000美元。
为什么这么贵？
因为良品率只有10%。

换句话说，生产线上每出来10片屏幕，9片是废品。
这些只是工程样品，根本不是成熟产品。
供应商说：别急，等两年。
两年后，良品率能到90%，价格降到几百美元。

然后，一个叫蒂姆·苹果的男人打了通电话。
他说：不，我们现在就要用这个样品造产品。
立刻，马上。

对方惊了：你疯了吗？
那样你的设备成本要冲上天际。
他说：我不在乎。
一个本该2027年才发布的产品，我现在就要卖，定价3500美元。

这就是Vision Pro。
它不是用现有技术做的产品。
它是用巨额资金，硬生生把未来科技拽到我们面前的产物。

这种不计成本、藐视常规商业逻辑的疯狂赌注，是计划经济永远无法理解的创新模式。
这不是为了季度财报，而是一场关于未来十年科技主导权的豪赌。

苹果用昂贵的Lisa电脑，最终为我们带来了Macintosh。
这一次，Vision Pro会带来什么？

[Max von Wolff @maxvwolff]

I predict OpenAI will launch “Sign in with OpenAI” and become one of the most defensible businesses ever.

Your entire digital life (preferences, history, behavior) will live in the ChatGPT memory layer, and third parties will pay heavily for scoped user access.

[Baptiste @BaptisteVicini]

The MrBeast investor pitch deck just leaked.

Beast Industries hit $473M in revenue last year.

The documents reveal plans to 3X by 2026.

YouTube and chocolate were just the beginning.

His true plans? Way bigger than just his own empire... 🧵

[Gao’s Vision @gaoshaofei]

@NeilHANYD @deepseek_ai 这思路牛逼

[Gao’s Vision @gaoshaofei]

@hazenlee Warren Edward Buffett born in Omaha ( August 30, 1930 ). 他在娘肚子里的时候说不定知道咋回事。

[Gao’s Vision @gaoshaofei]

你大爷还是你大爷！ @WarrenBuffett

[unusual_whales @unusual_whales]

BREAKING: The world's 500 richest people lost $500 billion this week, which is the largest ever recorded by Bloomberg.

The only one who made money? Warren Buffett.

[Gao’s Vision @gaoshaofei]

Cool!

[el.cine @EHuanglu]

at first I thought this is AI, this robot is so cool

[Gao’s Vision @gaoshaofei]

智能眼镜：媲美智能手机的大生意

智能手机无疑是有史以来最性感的消费电子产品。它不仅是一个产品，还是个人的数字中枢，更是一个应用开发平台！

而现在，一个新的挑战者即将登场——智能眼镜。你可能不知道，传统眼镜的年出货量接近16亿，高于智能手机的不到12亿。想象一下这个行业智能化的过程，将会多么波澜壮阔！

不仅有 Ray-Ban Meta 的爆火，几乎你能想到的所有科技巨头——Apple、Google、Microsoft、华为、小米、字节……都已参战。

#SmartGlasses #AIGlasses #ARGlasses

[Gao’s Vision @gaoshaofei]

Smart Glasses: A Smartphone-Sized Opportunity

Smartphones are arguably the most iconic consumer electronics product in history. More than just a device — they're our digital hub, and a developer platform that redefined the tech landscape.

Now, a new contender is emerging: smart glasses.

You might be surprised to learn that traditional eyewear ships nearly 1.6 billion units a year, outpacing smartphones' ~1.2 billion. Imagine what happens when this industry gets smart.

It's not just the viral rise of Ray-Ban Meta. Nearly every major tech giant — @Apple , @Google , @Microsoft , @Huawei , @Xiaomi , Bytedance — is already in the game.

The next big wave is coming.

#SmartGlasses #AIGlasses #ARGlasses

[Gao’s Vision @gaoshaofei]

bill同学的行业洞察力依然是那么优秀！

[Bill Qian @billqian_uae]

突然有个想法，未来5年，如果Tether命还不错的话，其利润可能会是Binance的5-10倍，2024年可能也是tether利润开始超过binance的开始。我们在传统金融也能看到这种模式：支付公司如Visa、Mastercard和PayPal的利润大约是交易所（如ICE、Nasdaq和HKEX）的10倍。这是很容易理解的，因为所有人都支付/少数人投资/更少数人赌博（全球赌场上市公司的规模总和不到1000亿美元）天花板决定生意的上限。这个对比可能有点武断，但是值得讨论。

[Gao’s Vision @gaoshaofei]

为啥这么有才

[子时 @silverfang88]

<说点大家不想说的行业真相>

90%的项目方是靠融资发财的

厕所卫生纸是100美金一卷的
投放kol是拿来洗钱的
给bybit上币费是给VC们一个交代的
产品是量子叠加态的
用户是硅基的
员工是流水的
P用是没有的

[Gao’s Vision @gaoshaofei]

@DujunX 互联网应用到各行各业的时候人们聊的是互联网+，web3奇怪的地方是啥东西都要native，这个奇怪的思路不仅坑了游戏行业，现在又在坑ai，这就好像要求美团外卖必须点一份数字美食一样奇怪。

[Gao’s Vision @gaoshaofei]

I couldn't agree more.

[CZ 🔶 BNB @cz_binance]

On AI agents, I have an unpopular opinion:

While crypto is the currency for AI, not every agent needs its own token.

Agents can take fees in an existing crypto for providing a service.

Launch a coin only if you have scale. Focus on utility, not tokens.🙏

[AI at Meta @AIatMeta]

Introducing Aria Gen 2, next generation glasses that we hope will enable researchers from industry and academia to unlock new work in machine perception, contextual AI, robotics and more.

Aria Gen 2 details + sign up for availability updates ➡️ https://t.co/bHuZTCsfCF

[CZ 🔶 BNB @cz_binance]

MGX, an Abu Dhabi sovereign wealth fund, invests $2 billion in @Binance for a minority stake. The transaction will be 100% in crypto (stablecoins), marking it the largest investment transaction done in crypto to date.

This is also the first institutional investment @Binance has taken.

Onwards... Build!

https://t.co/0fYS70egik

[Starknet (Privacy Arc) @Starknet]

1/ Bold new narrative: Scaling Bitcoin + Ethereum together

Starknet will become the first L2 to settle on both Bitcoin & Ethereum, bringing the two largest blockchain ecosystems on a single layer, unlocking new DeFi opportunities and greater liquidity.

Read our vision & plan 👇

[Gao’s Vision @gaoshaofei]

🔥 Final Takeaway

🚫 Avoid obvious ideas—big tech will win.
✅ Find unexpected pain points—AI can create new markets.
💰 Go B2B or SaaS+AI—businesses pay BIG for automation.
The AI Agent gold rush is here—are you ready to build the next unicorn? 🚀

[Gao’s Vision @gaoshaofei]

🦄 Where Will AI Agent Unicorns Be Born?

The internet boom gave us Google, Uber, Airbnb, and 300+ SaaS unicorns. 🚀

Now, AI is the next wave. Both consumer & business AI startups can win—but not all ideas will work.

Here are 3 proven paths to building an AI unicorn. 👇

[Gao’s Vision @gaoshaofei]

💰 Bucket 3: SaaS + AI = Big Money

SaaS ruled because businesses need specialized tools.

✅ Salesforce → CRM
✅ Stripe → Payments
✅ Shopify → E-commerce
For AI?
🤖 Vertical AI agents will automate whole business functions.
💡 Unlike before, SaaS giants now have an AI edge—startups must move fast.