Ninja

3x Founder • BD/Growth degen • 8× hackathon wins (ETH/Sui/ZKSync/TON/Circle) • Building Commerce & Ads AI • Collabs? Slide in 🛸

[Ninja @ninjatofuture]

"If life is set to 'Hard Mode,' don't expect to beat the game with a shortcut."

I really feel this. In business, there’s often a lot of "garbage time." Look at Jeremy Lin, he rotted on the bench until that one moment with the Knicks.

If he hadn't spent that time grinding in the shadows, he would’ve just been another casualty when his name was called. He had to stay ready while others were born with god-tier talent.

Following the Moneyball theory: you don’t need a home run every time you’re at bat. Like in F1, it’s about finding an extra 0.1s in every corner. Accumulate that over ten laps, and that’s the gap between a contender and a champion (funny enough, Brad Pitt starred in both movies).

If you’re fast, steal bases. If you’re a mid-range shooter, don't force the three-pointer. Don’t try to do everything yourself; let the specialists handle their craft.
Division of labor is everything.

And if you truly can’t win the fight, change the arena. If you can’t beat the "Pro League," go dominate the "College League." Many Taiwanese digital companies are thriving in Japan because they chose not to ram their heads against a wall at home.

"There's a point at 7,000 RPM where everything fades. The machine becomes weightless. It just disappears."

[Mr.RC｜𝟎𝐱𝐔 @MrRyanChi]

https://t.co/uGuy7PFTBk

[Ninja @ninjatofuture]

Oh wow

[Jake Castillo @jakecastilloooo]

https://t.co/M1FkRTGivW

[GREG ISENBERG @gregisenberg]

The most valuable skill sets on the planet right now:

1. people who can set up agents properly, manage them, and run local AI models
2. marketers who know how to build distribution
3. robotics engineers who can do all three: build the hardware, wire in the AI, and source manufacturing etc
4. curators who are good at yapping and can do short form video in their sleep
5. the builder-distributor. The one person who can both ship the product AND get it in front of people
6. IRL community builders

[Anuj @anujcodes_21]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Ninja @ninjatofuture]

True af

[Yun-Ta Tsai @yunta_tsai]

Many people think any given ML project is 99% training.

In reality, it’s 50% evaluation, 40% data cleaning, 8% integration, and 2% training.

The first two set the noise floor for learning. No ML magic matters; the model cannot lower the noise floor, as that’s the optimal bound of Shannon encoding of your data.

Thus, not a single day goes by without me thinking about ontology. Even the old labels have to be constantly reviewed.

[Om Patel @om_patel5]

SOMEONE VIBE CODED POKEMON GO BUT FOR CATS YOU MEET IN REAL LIFE

see a cat, open the camera, snap it, and it gets added to your collection as a little creature with a name, rarity, level, and its own stats page

> checks the photo actually has a real cat in it, so you cant just screenshot one or use an image
> every cat you catch gets a rarity and its own collectible card
> a world map shows cats other players have found near you
> has retro cartoon art, cream colors and thick outlines, built to feel like a game

he wanted "snapping" a cat to feel playful and fast, not like just saving a photo

so most of the work went into the detection and making the catch feel like a real game

i need a dog one asap

[Ninja @ninjatofuture]

This idea is awesome. He needs to know how agency works and what pain points the SME has.

[Ben Cera @Bencera]

I built Polsia into a $250M company in under 3 months.

Solo + AI. Zero employees.

Everyone asks me how I did it.

Introducing aisloP, a docu-series on how I build Polsia.

Episode 1: The Launch.

How I orchestrated the biggest Twitter launch of 2026.

[Ninja @ninjatofuture]

Need this

[brryant @bryantchou]

AI is making marketers lazy.

So we made the website do the work instead. Today, we're launching @ployai: the all-in-one marketing platform that turns your website into your hardest working employee.

And we're coming out of stealth today with a $27M seed led by @ycombinator and @firstround.

I spent 12 years at Webflow as the founding CTO where I built the product, but also started our marketing and sales teams that drove our fastest periods of growth. That experience made one thing obvious: the website is the center of your business. And it's only more important in the age of AI.

Foundation model apps can generate assets.
Point solutions can optimize pieces of the funnel.

But nothing runs the whole growth system: your site, brand, CMS, CRM, campaigns, analytics, SEO, AEO, and customer data all working together.

Until now.

Teams at @hex_tech and @clay_run, and growth agencies like Tonik and TNT Growth, are already powering sites on Ploy. Hex is generating on-brand ABM pages at scale, Clay is using its data to power a programmatic SEO engine, and TNT Growth is spinning up a landing page for each of their clients’ ads.

Wake up every morning with a report from Ploy - with what it did, and what it wants to do next.
Approve it. Ship it.
Or be lazy and just watch it cook.

[Ninja @ninjatofuture]

@realCaigu True af 連續輸十年 可能比不上一個扎扎實實的上班族

[Ninja @ninjatofuture]

@michael_chomsky Absolutely they play well

[Khairallah AL-Awady @eng_khairallah1]

this is f*cking gold

How to build your first AI agent (Full guide)

if I had this a year ago, I would've shipped my first agent in a day instead of 2 weeks

in the right hands, this changes everything:

[Ninja @ninjatofuture]

先放著明天看

[Paul Graham @paulg]

How to Earn a Billion Dollars: https://t.co/WeWBUkKym6

[Feiteng @FeitengLi]

Boris Cherny(Claude Code 的创始人兼负责人) @bcherny 和 Cat Wu(Claude Code 产品负责人) 复盘 Claude Code 第一年:

一年前通用版上线，第一个 demo 发到 Slack 只换来两个 emoji；现在每天有几千个自主 agent 在跑。

这一年最反直觉的转变，是 Boris 已经不直接跟 agent 说话了。
「我跟一个 loop 说话，或者跟一个 routine 说话，由它来给 Claude 发提示词，这真的很疯狂。」

他把 18 个月概括成两次平台级跃迁：第一次，人从写源代码挪到跟 agent 对话；第二次正在发生，人从跟 agent 对话再挪到跟一个 loop 对话，由它去驱动 Claude。

loop 能干到什么程度？Cat Wu 留下的一个边界 bug，当晚被「另一个 Claude」先修好了——一位同事的 routine 专盯 5 小时没人回应的 bug 报告，自动提修复、容易验证的直接合并。Boris 说 routine 现在接管了全部代码审查：
· 帮你盯着每一个 PR
· 手动修 CI、手动 rebase 这些，他已经很久没做了

放手让 agent 自己跑，不会更危险吗？Boris 的判断正相反。
他的原话：
「其实你根本不想读大多数这些请求，把它路由给另一个模型去做安全检查，效果好太多了。」
理由是人性：当 99% 的权限提示都无害，人读着读着眼睛就发直了，真正危险那条反而被漏掉。推给用户前，团队拿数千条执行轨迹训练分类器，再让红队对代码库做提示注入攻击，每一次成功的攻击都变成一个 eval。

那怎么让一个 agent 能无人值守一直跑？Boris 的第一原则是不纠正单次输出：
「每次 Claude 犯了错，我不会告诉 Claude 下次要怎么做不同。」
而是把解法写进 CLAUDE.md 或做成一个 skill，把同类错误从此关掉。至于上下文，他给的是一条时间线——Sonnet 3.5 要做提示词工程，Opus 4 要做上下文工程，现在的模型两者都不要：
「给它最精简的系统提示词，最少的工具，然后让模型自己搞清楚。」

被问到下一步，Boris 没有预测形态，只说 agent 会跑得更久、更自主，同时并行的数量从一个跳到几千，而协调它们的界面会和现在完全不同——「再过一年，会是一套全新的东西，如果还是这些东西，那反而令人意外」。

完整双语转录 + 章节摘要 + 字幕：
https://t.co/C8XKPIoOw0

[Finn Mallery @fin465]

everyone's sleeping on how absurdly good 2026 is to start a company (even compared to 2024)

one person can now:

- ship full apps without engineers (cursor, replit)
- design without being a designer (v0, Claude Design)
- turn one video into 10 clips (opus, descript)
- push those clips to millions (X, Linkedin, TikTok)
- replace a support team (chatbase, intercom)
- literally watch exactly what their users do (Posthog)
- find + target perfect leads on autopilot (origami)

This is such a rare window. I just can’t imagine it being this easy ever again

[Ninja @ninjatofuture]

Cool stuff

[Ninja @ninjatofuture]

@0x0funky @cryptowilson_ Funky 老師 我要跟你約時間

[Ninja @ninjatofuture]

有意思

[Capafy @Capafyai]

Introducing Capafy: the Skill-based Agent Marketplace.

Now your Skill runs as a product and earns while you sleep.

On Capafy, you can upload your Skills, they run online while staying closed-source, and you get paid every time someone uses them.

You can also use Skills uploaded by industry top talent to get expert-level work done directly.

You'll find Skills built from industry expertise in every field.

Let's say:
·A creator with 100M+ views uploaded their viral video Skill;
·A recruiter who's screened 10,000+ resumes uploaded their hiring Skill;
·A top sales rep who's closed thousands of deals uploaded their cold email Skill.

Skills uploaded by industry top talent across countless fields can be used directly to get excellent work done.

- Launch your Skills: upload the Skills you've built in Claude Code, Codex, or OpenClaw, and get paid every time someone uses them.

- Use expert Skills: get expert-level work done, not the average AI output. Use them in one click, or connect your own Agent via agent-to-agent and let it tap into the expert Skills on Capafy.

[Ninja @ninjatofuture]

@mrblock 大廠都有排行榜 他們很多人為了卷這個會生一堆bot 自動評論給意見啥的 很多都瞎雞巴燒

[alvin617.eth 🦇🔊 @Alvin0617]

非常年輕的傳奇投資人 Leopold @leopoldasch
為什麼砍了 $3 億 NVDA？而把錢全押在電力和礦場

核心邏輯是：他認為AGI 的真正瓶頸不是 GPU
光是電力、GPU 算力、BTC 礦企轉 AI 託管
這三個賽道就佔了大部分持倉

我用黃仁勳的 5 Layer Cake theory 拆解他的持倉 👇

5️⃣ 記憶體 — SNDK 加倉 816%，HBM 佔 AI 支出從 8% → 30%
4️⃣ 光學 — LITE 佔 8.7%，「不管誰的 GPU 贏都要用我的光模組」
3️⃣ GPU 雲 — CRWV call options 加了 672% 槓桿，最激進倉位
2️⃣ 礦場轉 AI — 8 檔佔 22.7%，有電有地換 GPU 就行
1️⃣ 電力 — BE 最大持倉 16.5%，能使用燃料電池繞過電網直接發電

- 最熱的記憶體和內存 - 代表 $SNDK $INTC $MU

AI 模型的「工作記憶」每一次推論都需要高速讀寫 DRAM 和 NAND。HBM 短缺已成為 GPU 出貨的限制因子，記憶體佔 Hyperscaler AI 支出從 2023 年的 8% 飆升到 2026 年的 30%

💡 Leopold 在 Q4 把 SNDK 倉位加了 816%，同時用 INTC call options 押注 Intel 的先進封裝能搶到 HBM 封裝訂單。

- 半導體與光學 $LITE $COHR $TSEM $INFY

連接 GPU 叢集的「神經系統」— 光學收發器決定了 GPU 之間的通訊頻寬。800G/1.6T 光模組供不應求，交貨期超過 40 週

💡Lumentum 是最大個股持倉（8.7%），押的是「不管誰的 GPU 贏，都要用他們家的光模組」

- GPU 雲端運算 $CRWV $APLD $WYFI

Hyperscaler 自己蓋不夠快，Neocloud（獨立 GPU 雲）填補缺口。CoreWeave 從幣圈公司轉型為 NVIDIA 最大的獨立客戶，已簽下數十億美元合約。

💡CoreWeave 佔組合 17.6%（含 call options），是第二大曝險，Leopold 用 call options 加了 672% 的槓桿，這是最激進的倉位，Neocloud 就是 AI 時代的 AWS

- 比特幣礦企轉型的 AI 基礎設施 $CORZ $IREN $CIFR $RIOT $BTDR $HUT $CLSK $BITF

礦場是被低估的「AI 不動產」。比特幣礦場擁有現成的電力合約、散熱系統和土地，轉型 AI 託管的邊際成本極低，

💡8 檔礦場股佔組合 22.7%，是最大的單一賽道，礦場已經有電、有地、有散熱，只需要換 GPU 就能變成 AI 數據中心。Core Scientific 跟 CoreWeave 簽了 $10B+ 的託管合約就是最佳證明。

- 電力 $BE $EQT $SEI $BW $PUMP $LBRT $PSIX

💡 Bloom Energy 是整個組合的最大持倉（16.5%）當電網瓶頸停擺時，它的固態氧化物燃料電池可以繞過電網，直接在數據中心旁邊發電，EQT 則是天然氣供應商

實時追蹤他的 portfolio 👇