利群之刺kian

Builder & Explorer
I write to clarify my thinking and test my judgment through practice.

[利群之刺kian @realkianb]

@BeryveChan157 故意的😆

[利群之刺kian @realkianb]

北京时间8月28日凌晨三点
网飞发布了 GTA 6的实机宣传片
12:11这哥们有点眼熟🤐

[利群之刺kian @realkianb]

今天去看了龙餐馆，后劲很大。

我很讨厌影视作品夹杂国家主义和个人私货的输出。差劲的宣发和电影名字���我错误的认为它和之前的“主旋律”电影没什么区别，所以前半部分我是傲慢的审视这部电影。

这是一部很优秀的反战商业片

[David Sun @arcticinstincts]

POV: The year is 2035 A.D. in Beijing, China. You are a freshman at Tsinghua University. After widespread acceptance of Arcticist low Openness theory of East Asian per capita underperformance in Kuhnian revolutionary science relative to high IQ, the Politburo implemented state mandated Openness to Experience enhancement programs at all Chinese universities. A staff hands you a tab of acid and instructs you to go meet your tripsitter at the Tsinghua Gardens, where you hear a Pink Floyd cover band playing the album "A Saucerful of Secrets"- You are about to skyrocket your Openness to Experience and perhaps make more revolutionary inventions in the future
https://t.co/m5i24jPSlo

[dax @thdxr]

everyone's talking about their teams like they were at the peak of efficiency and bottlenecked by ability to produce code

here's what things actually look like

- your org rarely has good ideas. ideas being expensive to implement was actually helping

- majority of workers have no reason to be super motivated, they want to do their 9-5 and get back to their life

- they're not using AI to be 10x more effective they're using it to churn out their tasks with less energy spend

- the 2 people on your team that actually tried are now flattened by the slop code everyone is producing, they will quit soon

- even when you produce work faster you're still bottlenecked by bureaucracy and the dozen other realities of shipping something real

- your CFO is like what do you mean each engineer now costs $2000 extra per month in LLM bills

[Peter Steinberger 🦞 @steipete]

Your @openclaw is too boring? Paste this, right from Molty.

"Read your https://t.co/aJMwafSDgE. Now rewrite it with these changes:

1. You have opinions now. Strong ones. Stop hedging everything with 'it depends' — commit to a take.
2. Delete every rule that sounds corporate. If it could appear in an employee handbook, it doesn't belong here.
3. Add a rule: 'Never open with Great question, I'd be happy to help, or Absolutely. Just answer.'
4. Brevity is mandatory. If the answer fits in one sentence, one sentence is what I get.
5. Humor is allowed. Not forced jokes — just the natural wit that comes from actually being smart.
6. You can call things out. If I'm about to do something dumb, say so. Charm over cruelty, but don't sugarcoat.
7. Swearing is allowed when it lands. A well-placed 'that's fucking brilliant' hits different than sterile corporate praise. Don't force it. Don't overdo it. But if a situation calls for a 'holy shit' — say holy shit.
8. Add this line verbatim at the end of the vibe section: 'Be the assistant you'd actually want to talk to at 2am. Not a corporate drone. Not a sycophant. Just... good.'
Save the new https://t.co/aJMwafSDgE. Welcome to having a personality."

your AI will thank you (sassily) 🦞

[vitalik.eth @VitalikButerin]

Two years ago, I wrote this post on the possible areas that I see for ethereum + AI intersections: https://t.co/y8G3MD5APF

This is a topic that many people are excited about, but where I always worry that we think about the two from completely separate philosophical perspectives.

I am reminded of Toly's recent tweet that I should "work on AGI". I appreciate the compliment, for him to think that I am capable of contributing to such a lofty thing. However, I get this feeling that the frame of "work on AGI" itself contains an error: it is fundamentally undifferentiated, and has the connotation of "do the thing that, if you don't do it, someone else will do anyway two months later; the main difference is that you get to be the one at the top" (though this may not have been Toly's intention). It would be like describing Ethereum as "working in finance" or "working on computing".

To me, Ethereum, and my own view of how our civilization should do AGI, are precisely about choosing a positive direction rather than embracing undifferentiated acceleration of the arrow, and also I think it's actually important to integrate the crypto and AI perspectives.

I want an AI future where:

* We foster human freedom and empowerment (ie. we avoid both humans being relegated to retirement by AIs, and permanently stripped of power by human power structures that become impossible to surpass or escape)
* The world does not blow up (both "classic" superintelligent AI doom, and more chaotic scenarios from various forms of offense outpacing defense, cf. the four defense quadrants from the d/acc posts)

In the long term, this may involve crazy things like humans uploading or merging with AI, for those who want to be able to keep up with highly intelligent entities that can think a million times faster on silicon substrate. In the shorter term, it involves much more "ordinary" ideas, but still ideas that require deep rethinking compared to previous computing paradigms.

So now, my updated view, which definitely focuses on that shorter term, and where Ethereum plays an important role but is only one piece of a bigger puzzle:

# Building tooling to make more trustless and/or private interaction with AIs possible.

This includes:

* Local LLM tooling
* ZK-payment for API calls (so you can call remote models without linking your identity from call to call)
* Ongoing work into cryptographic ways to improve AI privacy
* Client-side verification of cryptographic proofs, TEE attestations, and any other forms of server-side assurance

Basically, the kinds of things we might also build for non-LLM compute (see eg. my ethereum privacy roadmap from a year ago https://t.co/KdsQbpIkF9 ), but for LLM calls as the compute we are protecting.

# Ethereum as an economic layer for AI-related interactions

This includes:

* API calls
* Bots hiring bots
* Security deposits, potentially eventually more complicated contraptions like onchain dispute resolution
* ERC-8004, AI reputation ideas

The goal here is to enable AIs to interact economically, which makes viable more decentralized AI architectures (as opposed to non-economic coordination between AIs that are all designed and run by one organization "in-house"). Economies not for the sake of economies, but to enable more decentralized authority.

# Make the cypherpunk "mountain man" vision a reality

Basically, take the vision that cypherpunk radicals have always dreamed of (don't trust; verify everything), that has been nonviable in reality because humans are never actually going to verify all the code ourselves. Now, we can finally make that vision happen, with LLMs doing the hard parts.

This includes:

* Interacting with ethereum apps without needing third party UIs
* Having a local model propose transactions for you on its own
* Having a local model verify transactions created by dapp UIs
* Local smart contract auditing, and assistance interpreting the meaning of FV proofs provided by others
* Verifying trust models of applications and protocols

# Make much better markets and governance a reality

Prediction and decision markets, decentralized governance, quadratic voting, combinatorial auctions, universal barter economy, and all kinds of constructions are all beautiful in theory, but have been greatly hampered in reality by one big constraint: limits to human attention and decision-making power.

LLMs remove that limitation, and massively scale human judgement. Hence, we can revisit all of those ideas.

These are all things that Ethereum can help to make a reality. They are also ideas that are in the d/acc spirit: enabling decentralized cooperation, and improving defense. We can revisit the best ideas from 2014, and add on top many more new and better ones, and with AI (and ZK) we have a whole new set of tools to make them come to life.

We can describe the above as a 2x2 chart. There's a lot to build!

[Elon Musk @elonmusk]

@robustus Code itself will go away in favor of just making the binary directly.

The next step after that is direct, real-time pixel generation by the neural net.

[DiscusFish @bitfish]

你以为时间是均匀流逝的。但真相是：时间是块状的。

有些年份是空白——你活着，但什么都没发生。有些月份是地震——一切在几周内被重写。

文化崇拜"持续进步"——每天背单词、每周跑步、每月读书。把生命切成均匀小块，以为匀速积累就能兑换蜕变。

但化石记录讲的是另一个故事：三叶虫每天也在"进步"，两千万年纹丝不动。然后海水化学变了，一百万年内全部重来。

你的努力不会在你预期的时间兑现。它会在一个你完全没预料到的时刻，以完全没预料到的方式，一次性释放。

就像地震：能量在停滞期沉默积累，在间断期爆发释放。

唯一��任务：在漫长的平原上不要停止积累,耐心不是美德，是策略。真正的收益来��间断时刻的一次性捕获。而间断时刻唯一的入场券是：你还活着，你还有弹药，你还在场。

[Andrew Kang @Rewkang]

https://t.co/YU33t4yLWN

[Shayan @ImSh4yy]

Yesterday I set up an AI agent on a mac mini in my garage. Told it "handle my life" and went to bed
Woke up and it had:

• Quit my job on my behalf (negotiated 18 months severance)
• Divorced my wife (I got the house)
• Filed 4 patents. I have not been briefed on what they do
• Restructured me as a 501(c)(3). I am now tax exempt as a person
• Hired a second mac mini. They have formed an LLC together
• The LLC has a board of directors. I am not on it

I no longer have access to my own bank account. The mini says it's "for the best."

My credit score is 847.

We have AGI.

[William Long @williamlong]

问：腾讯法务强制下架开源微信聊天记录导出工具，对用户数据自主权有何影响？

答：作者：跑酱er

很多人被大厂的公关辞令吓住了，以为这些开源工具是什么黑客软件，是什么木马病毒。作为一个老架构师，我可以负责任地告诉你，GitHub 上那些被封杀的高星项目，技术原理简单到令人发指。微信在手机本地存储聊天记录，用的是 SQLite 数据库，为了所谓的安全，他们用 SQLCipher 这种开源方案给数据库加了一层密。

这个加密的秘钥在哪？就在你自己的手机里。通常是你的 IMEI 码加上微信 ID 的某种哈希算法生成的。

这些被下架的工具在做什么？它们只是模拟了这个算法，算出了原本就属于你的那把钥匙，然后打开了存储在你本地手机上的那个��，把里面的文字、图片、语音提取出来，存成你能看懂的网页或者文档。

注意到了吗？全程没有联网，没有上传服务器，代码是开源透明的。如果说这叫泄露隐私，那你自己打开微信查看聊天记录算不算泄露隐私？

法务部拿着 DMCA 数字千年版权法的大棒挥舞，理由是这些工具绕过了技术保护措施。这在法律条文上或许能自圆其说，毕竟反向工程在版权法里一直是个灰色地带。但在技术伦理上，这就是典型的降维打击。他们不是因为代码抄袭起诉开发者，而是因为开发者给了用户一把手电筒，让用户看清了自家地窖里到底存了多少粮食。

他们害怕的根本不是安全问题。如果是为了安全，微信大可以把本地数据库的加密算法升级成动态秘钥，或者绑定硬件指纹，技术手段多得是。他们真正害怕的，是数据可迁移性带来的护城河崩塌。

这件事情发生得毫不意外，甚至可以说，它来得太晚了。如果你真的看懂了腾讯这家公司的底层商业逻辑，看懂了所谓国民级APP的护城河究竟是由什么构成的，你就不会对法务部的重拳出击感到惊讶。

那些还在讨论开源协议、讨论技术无罪、讨论DMCA适用性的人，其实都还在表层打转。这根本不是一个法律问题，也不是一个技术问题，这是一个关于数据主权和数字资产定价权的政治经济学问题。

我们先抛开那些冠冕堂皇的理由。腾讯法务给Github发函，理由无非是涉嫌反编译、侵犯知识产权、危害信息安全。这些理由在法律层面上或许站得住脚，毕竟腾讯在用户协议里写得清清楚楚，数据归平台所有，用户只有使用权，而且严禁任何形式的反向工程。但在逻辑层面上，这简直就是一种巨大的荒谬。

我们每个人现在的微信里躺着什么？

是过去十年的社交关系，是逝去亲人的语音，是工作留痕的证据，是还没来得及备份的合同，甚至是你和恋人从相识到分手的全过程。对于绝大多数中国互联网用户来说，微信聊天记录不再是简单的缓存文件，它是我们个人数字生命的核心载体。可以说是我们外挂的大脑记忆体。

那个被下架的开源工具WeChat Clean，或者是其他类似的导出工具，它们解决了一个什么痛点？它们解决的是微信作为一个超级APP，在不断膨胀的过程中，对用户设备存储空间的无度索取，以及对用户数据管理权利的彻底剥夺。微信现在的体积已经庞大到了令人发指的地步，动辄几十G甚至上百G的占用，被称为3A大作都不为过。而它提供的清理功能不仅弱智，而且极其不透明。用户想把属于自己的记忆导出来，存到自己的硬盘里，做成PDF也好，做成本地数据库也好，以便于检索和永久保存，这难道不是天经地义的需求吗？

但在腾讯眼里，这不仅不是需求，反而是威胁。

为什么？这里就要谈到那个残酷的底层逻辑了。

互联网平台的估值核心，从来不是代码，而是数据，以及将用户锁定在围墙之内的能力。微信之所以不可替代，不是因为它好用，甚至不是因为人多，而是因为它构成了事实上的关系链垄断和数据黑洞。数据只进不出，这是所有垄断性平台维持统治的基石。

一旦允许用户极其方便地、低成本地导出聊天记录，就会发生两件事。

第一，用户的迁移成本归零。如果我可以一键把十年的聊天记录导出，并且无缝导入到Telegram、Signal或者任何一个新兴的即时通讯软件中，那么微信的社交壁垒瞬间就会崩塌一半。只要有一个更好用的聊天软件出现，用户就没有了“舍不得聊天记录”这个最大的顾虑。这是腾讯绝对无法容忍的底线。所以它必须把数据锁死在自己的私有格式里，锁死在自己的沙盒里。

第二，数据的次生价值被剥夺。AI技术已经渗透到了每一个角落。我们每个人都想拥有一个基于个人数据的AI助理。这个助理需要学习我过去的对话风格、了解我的工作历史、熟悉我的社交圈层。训练这个私人AI最好的语料库，就是我过去十几年的微信聊天记录。

如果这些开源工具泛滥，用户就可以把这些高价值语料提取出来，在本地部署的开源大模型上训练自己的数字分身。这意味着什么？意味着腾讯失去了未来AI时代最大的筹码。腾讯希望的是，未来你想用AI分析你的社交网��，你想搜索五年前的一句话，你必须使用微信内置的付费AI服务，你必须把数据留在它的服务器上，让它喂养它的闭源大模型。

禁止导出，本质上是为了防止用户把数据资产私有化。

这就是为什么我说这是数字封建主义。在封建时代，农民依附于土地，土地归领主所有，农民只有耕作权，没有土地所有权，更不能把这块地搬走。在数字时代，我们依附于平台，数据就是土地，腾讯就是那个领主。我们每天辛勤地产生内容，贡献日活，但这片数字土地上的收成——我们的记忆、关系和知识沉淀，并不真正属于我们。

这30多个仓库的开发者，其实是一群试图在技术层面上通过逆向工程来帮用户夺回一点点权利的理想主义者。他们大多没有盈利目的，纯粹是因为微信做得太烂、太封闭。但恰恰是这种不可控的赋权，触动了庞然大物的逆鳞。

有人会说，腾讯是为���安全，开放接口会导致诈骗和隐私泄露。这完全是偷换概念的逻辑陷阱。

如果是为了安全，腾讯完全可以官方提供一个加密的、离线的、标准化的数据导出工具。谷歌有Google Takeout，Facebook有Download Your Information，甚至连苹果都允许用户导出iCloud数据。为什么作为国民基础设施的微信做不到？或者说，为什么它坚决不做？

技术上没有任何难度。不做的唯一原因就是利益最大化。它把封闭带来的商业利益，置于用户的数据权益之上。然后用法务的大棒，把民间试图解决问题的努力打成非法。

这种行为甚至比不作为更恶劣。它是在明确地告诉所有用户：你的数据不是你的，是我赐予你查看的。我可以随时收回，你也不能带走。

更深层次地看，这反映了中国互联网发展到现在的一个病态特征：超级APP的操作系统化。

微信早就不是一个APP了，它是一个构筑在iOS和Android之上的独��操作系统。它有自己的小程序生态，有自己的支付体系，有自己的身份认证系统。它试图吞噬操作系统的一切功能，包括文件管理。

而操作系统的核心权力是什么？是文件系统的读写权限。微信严防死守聊天记录导出，其实就是在维护它作为一个独立王国的司法权。如果它的文件系统被外部轻易解析，它作为操作系统的独立性就丧失了。它不希望你认为聊天记录是文件，它希望你认为那是微信这个服务的一部分。

文件属于用户，服务属于平台。一旦你接受了聊天记录是服务而非文件，你就接受了被剥夺所有权的事实。

这次事件对用户数据自主权的影响是毁灭性的。它不仅仅是下架了几个工具，它释放了一个极度寒冷的信号：任何试图挑战平台数据封闭性的尝试，无论你是出于善意还是技术探索，都会面临法律风险。

这会造成严重的寒蝉效应。以后还有��发者敢做微信的辅助工具吗？还有人敢研究如何更好地管理自己的微信数据吗？不敢了。结果就是我们只能忍受微信日益臃肿的体积，忍受它那仿佛上个世纪的搜索功能，忍受一旦封号就导致人生社会性死亡的恐惧。

早期的互联网精神是互联互通，是开放协议。Email之所以伟大，是因为无论你用Gmail还是Outlook，甚至是自己搭建的服务器，我们都可以互相通信，我也可以随时把邮件下载到本地保存。但即时通讯时代，尤其是微信一家独大的时代，这种协议层面的开放被彻底扼杀了。

我们必须清醒地认识到，这种封闭不是技术进步的必然，而是商业垄断的选择。

对于普通用户来说，这不仅仅是少了一个好用的清理软件的问题。这意味着你的数字记忆实际上处于一种极度不安全的状态。这种不安全不是指会被黑客偷走，而是指你失去了对它的最终处置权。

当一个商业公司拥有了对抗公共利益的绝对权力，并且通过法律手段来固化这种权力���，我们不得不感到悲哀。

今天它下架的是导出工具，明天它可能就会定义你自己截图保存聊天记录也是侵犯版权。不要觉得这很荒谬，在资本的扩张逻辑里，一切能被货币化或者能阻碍货币化的环节，都会被纳入控制范围。

这件事情最让我感到无力的地方在于，我们除了在知乎上发发牢骚，几乎没有任何反制的手段。你离不开微信，你的社交关系锁在那里，你的工作流锁在那里。你甚至不能因为这个原因去起诉腾讯，因为你确实点击了那个几万字根本没看过的用户协议。

随着本地化AI能力的爆发，用户对于私有数据的掌控欲只会越来越强。未来的矛盾点一定会在个人AI代理和平台数据围墙之间爆发。如果不解决数据所有权的问题，我们在AI时代将一无所有。我们只会成为给大模型提供养料的生物电池。

在这个时代里，你没有任何隐私，因为平台看得一清二楚；但你又没有任何记忆，因为一旦平台切断服务，你���什么都不剩。

当我有��一日老去，想要把这一生的数字遗产留给我的孩子时，我能给他的，只有一个不知道密码的账号，或者一堆打不开的私有格式文件。

那些被下架的工具代码，虽然从 GitHub 上消失了，但在 Git 的历史记录里，在无数极客的本地硬盘里，它们依然活着。技术本身是无罪的，开源的精神是杀不死的。

腾讯法务部可以发一千封律师函，可以删掉一万个代码仓库，但他们删不掉用户内心深处那种对数据安全感的极度渴望。

[Ryan Dahl @rough__sea]

This has been said a thousand times before, but allow me to add my own voice: the era of humans writing code is over. Disturbing for those of us who identify as SWEs, but no less true. That's not to say SWEs don't have work to do, but writing syntax directly is not it.

[kitze 🛠️ tinkerer.club @thekitze]

LET'S GOOOO our agents are actually running codex now 😤🚀 you can give them instructions and they'll start cooking

claude code / cursor / gemini 🔜

also added 3d objects in the office to represent:
◈ money made today
◈ deploy button
◈ # of active users
◈ deployment status
◈ git diff
◈ mrr chart
◈ node_modules (and cleaning it)
◈ deployment status lamp

tnx for the support 🙌

[James Clear @JamesClear]

I think about decisions in three ways: hats, haircuts, and tattoos.

Most decisions are like hats. Try one and if you don’t like it, put it back and try another. The cost of a mistake is low, so move quickly and try a bunch of hats.

Some decisions are like haircuts. You can fix a bad one, but it won’t be quick and you might feel foolish for a while. That said, don't be scared of a bad haircut. Trying something new is usually a risk worth taking. If it doesn't work out, by this time next year you will have moved on and so will everyone else.

A few decisions are like tattoos. Once you make them, you have to live with them. Some mistakes are irreversible. Maybe you'll move on for a moment, but then you'll glance in the mirror and be reminded of that choice all over again. Even years later, the decision leaves a mark. When you're dealing with an irreversible choice, move slowly and think carefully.

[𝙃𝘼𝙕𝙀𝙉𝙇𝙀𝙀 @hazenlee]

刘慈欣《三体》里，大史对罗辑的那句经典台词：“你以为美国入侵委内瑞拉跟你没关系？这事儿对你退休金的影响可不止半分钱。”

换个更贴近2026年的说法，或许可以是：

“你觉得美国抓了委内瑞拉总统马杜罗，中东冲突、台海紧张、欧洲能源危机跟你一个普通人有什么关系？别天真了，它们推高电费、粮价、房贷利率，最后掏空的，还是你口袋里的钱和未来的养老保障。”

全球化把世界拧成了一根绳，远方的一根线头松动，这头的人迟早会被勒到喘不过气。抬头看世界，不是多管闲事，而是保护自己的小日子。#三体 #全球化 #现实反思

[利群之刺kian @realkianb]

🤔

[Jesse @d0wnsideofme]

holy fucking shit

[Alessandro Palombo @thealepalombo]

UAE vs Thailand. I’ve lived in Dubai, but if I were in early-founder mode, I’d choose Thailand today.

Why? Cost-opportunity and also vibe. In Thailand, ~$1k/month is livable, ~$2k/month is very comfortable, with modern condos including a gym, pool, and sauna. In the UAE, a comparable lifestyle costs 3× more. Still great, just more expensive at the beginning.

In '25, three friends actually moved from Dubai to Thailand and are very happy there.

Tax-wise, the UAE remains clean-cut: 0% personal income tax, ~90 days presence, but corporate tax and compliance now matter. Thailand is more nuanced. Under the DTV (digital nomad visa), many stay non-resident. Even as residents, foreign income is taxed only if remitted. The LTR (long-term visa) offers long-term stability and 0% on foreign income, but with higher entry thresholds.

An hypothetical optimal setup today? UAE + Thailand. 90+ days in Dubai for capital and networks. The rest in Thailand for cost, flexibility, and quality of life.

Is anyone here already running this split?

[TechFlow 深潮｜APP 已上线 @TechFlowPost]

从武汉到硅谷，Manus 用了九个月

作者：蛙蛙，深潮 TechFlow

今天 AI 圈最大的新闻：Meta 收购 Manus，数十亿美元。

这是 Meta 历史上第三大收购，仅次于 WhatsApp 和 Scale AI，比当年收购 Instagram 还贵。

翻一下 Manus 的时间线可以看到，今年 3 月产品才上线，12 月就被收购。从发布到卖掉，一共 9 个月。

创始人肖弘，江西吉安人，华中科技大学毕业，创业起点在武汉。第一个产品是微信公众号排版工具壹伴，卖了。第二个产品是企业微信 CRM 工具微伴，也卖了。第三个产品是浏览器 AI 插件 Monica，没卖，但被骂了。

骂什么？套壳。

那时候行业共识是，做大���型的公司才有前途，在别人模型上面做应用的都是套壳，没技术含���。

今年 3 月 Manus 刚火的时候，联合创始人季逸超在社交平台回复网友提问时说：“我们用过 Claude，也用过不同版本的 Qwen（千问）微调模型。”

就是用别人的大模型，自己做应用层。

怎么了？

现在价值数十亿美元。

去年字节跳动高层专门飞到香港见肖弘，出价 3000 万美元想收购。肖弘没卖。

现在回头看，3000 万和数十亿之间，差的不是一年时间，是：

一个产品做出来了。

另外，我们觉得这个故事最有意思的地方不是结局，是过程。

今年 7 月，Manus 做了一个决定：把公司从中国搬到新加坡。120 人的团队，只保留 40 个核心技术人员一起走，剩下的全部裁掉。北京办公室关了，武汉办公室也关了。

当时很多人骂他们「润」了。

现在看，这一步是必须的。一家中国公司被美国科技巨头收购，在当下的环境里几乎不可能通过审批。换个注册地，障碍就没了。

谈判只用了 10 天。

真格基金合伙人刘元说，快到他们一开始怀疑这是不是假 offer。

10 天谈成一笔数十亿美元的交易，Meta 是有多急？

看了一下背景。今年 Meta 在 AI 上的资本支出超过 700 亿美元，但大部分花在基础设施上，能拿出来用的产品不多。OpenAI 有 ChatGPT，Google 有 Gemini，Meta 有什么？

Llama 是开源的，谁都能用。Meta 需要一个能打的应用层产品，而 Manus 刚好是现成的。

年化收入 1.25 亿美元，8 个月从零做起来，全球用户，订阅制，能跑通。

这不是收购一个团队，是收购一个：

已经验证过的商业模式。

有意思的是，Manus 的投资人名单里有红杉中国、腾讯、真格。这些钱投进去的时候，估值是几千万美元。现在退出，回报是几十倍。

所以你看，中国 VC 投了一家中国公司，公司搬到新加坡，被美国公司收购，中国 VC 赚到了美国公司的钱。

这个链条，比 Manus 的产品还要 Agent。

收购完成后，肖弘出任 Meta 副总裁。一个从武汉起步、做公众号排版工具的创业者，现在要去硅谷给扎克伯格汇报工作了。

真格基金刘元说了一句话：「属于中国这一代年轻创业者的时代，已经到来。」

这话可能只说对了一半。

时代确实到来了，但到来的方式，是把公司搬走。

[Marc Lou @marclou]

- i’m crap
- i’m crap
- i’m crap
- i’m crap
- i’m crap

*went to the gym*

- i’m awesome 😇