Waylen Lin

Founder/CEO @netizaar Shaping the Future of Entertainment. Executive Producer @billandted3, @comeawaymovie

[夏雪宜 @XXY177]

你还在质疑Ai是泡沫吗？
实际上它无所不能，比人类更强大。
从这个视频你就能看出，一个个“滚”字被它演绎得如此层次深刻！

[Nicolas Hulscher, MPH @NicHulscher]

BREAKING: ADVANCED ALZHEIMER’S PATIENT REGAINED SPEECH, MEMORY, AND BLADDER CONTROL AFTER SINGLE PSILOCYBIN DOSE

An 80-year-old woman with advanced Alzheimer’s — who had barely spoken for YEARS — experienced RAPID and SUSTAINED improvement after taking 5g of psilocybin mushrooms.

During the acute phase, she entered a prolonged deep sleep-like state with profuse sweating.

~19 hours later, she spontaneously started talking again for HOURS — sharing detailed autobiographical memories she hadn’t expressed in years.

Over the following days, her family reported improved memory, walking, emotional connection, speech, and regained bladder control.

After 1 month, bladder control REMAINED RESTORED, and she was still functionally improved compared with baseline.

While this is just one published case report, the implications are enormous given that there are currently NO approved medications known to produce effects like this in advanced Alzheimer’s.

These findings urgently need replication. For millions watching a parent or loved one disappear to Alzheimer’s, even the possibility of restoring lost function warrants serious scientific investigation.

[小龙先生 @Dragonhau66]

三天收入50万美金！

AI短剧《波斯复仇记》在海外平台YourChannel爆火，一位中国AI创作者72小时收入50万美元。这个收益让人眼前一亮。美国人也爱看AI短剧！

这给了我们使用AI做视频短剧的小伙伴们一个好的启示和变现渠道。

[Josh Kale @JoshKale]

This Allbirds story is so insane:

→ $BIRD IPO'd in 2021 at a $4 billion valuation
→ Silicon Valley's favorite shoe
→ Lost 99.5% of its value in 4 years
→ Closed every US store
→ Sold the entire brand for $39 million
→ Renamed itself "NewBird AI"
→ Using $50M to buy GPUs and compete with AWS
→ Stock up 450% today on 875x normal volume

This is the most unhinged corporate pivot of the decade and the newest meme stock entrant

[amit @amitisinvesting]

VICE PRESIDENT VANCE:

"We have tried for 21 hours, but we are returning to the United States without an agreement. The Iranians would not accept our best offer."

[david 🔛⛓️ @davidonchainx]

People who spent $700 on a mac mini to run an openclaw agent watching claude launch all the features natively for $20

[Matthew Zeitlin @MattZeitlin]

this literally happened on silicon valley

[Boris Cherny @bcherny]

I'm Boris and I created Claude Code. I wanted to quickly share a few tips for using Claude Code, sourced directly from the Claude Code team. The way the team uses Claude is different than how I use it. Remember: there is no one right way to use Claude Code -- everyones' setup is different. You should experiment to see what works for you!

[Leo｜一个人 + AI @runes_leo]

一篇英文长文，但值得花时间读。

这哥们把一台吃灰的旧游戏电脑变成了 AI agent，让它自动做 TikTok 内容，5 天做到 50 万播放，每条成本不到一杯咖啡。

文章把每一步怎么踩坑、怎么修的都写出来了——从播放量只有 879 到单条 23.4 万，中间改了什么、为什么改、效果怎么样，全是干货。

说实话看完挺有感触的，做 AI agent 也是这样，得陪它一起变聪明。

[财经数据库 @caijingshujuku]

【完整版】乔布斯 1983 年的这场演讲，提前看穿了 50 年

这场演讲里，一共有 10 个关键预言，
后来几乎全部应验

这是一场被严重低估的神级演讲

[林晚晚的猫 @linwanwan823]

字节Seedance的法务部，现在律师函应该已经堆满了。

一个爱尔兰导演，用seedance2.0 让汤姆·克鲁斯和布拉德·皮特在屋顶打了一架。

视频我顺便搜来给你们看看，反正晚晚我是完全没看出任何ai痕迹。

好莱坞直接就崩溃了，立马发律师函。

MPA代表迪士尼、Netflix、华纳、环球、索尼、派拉蒙、Apple TV+，七家联合发声要求立即停止，集体发律师函。

今天，迪士尼单独又发了律师函，说Seedance里直接预置了星球大战和漫威的素材库。SAG-AFTRA代表16万演艺工作者跟进，谴责未经授权使用成员肖像和声音。

发律师函的人基本代表了大半个美国娱乐产业。

之前《死侍》编剧Rhett Reese看完视频发了条推，五个字：我们可能完了。他说很快一个人就能坐在电脑前做出好莱坞级别的电影，中间所有人力环节全部可以跳过。

现在问题就是AI与版权的斗争。

海量版权作品，生成的每一帧都涉嫌侵权。告用户没用，告平台没有先例。

现有版权法对这个局面完全没办法。你说咋办？

[Boring_Business @BoringBiz_]

This 40 minute lecture from Peter Thiel at Stanford will teach you more about business competition than a 2 year MBA program

[mitsuri @0xmitsurii]

How was the show Silicon Valley so ahead of its time?

[Ken W @kenw_2]

如何利用AI从零开始创作短剧？

[墓碑科技 @mubeitech]

乔布斯的成功，恰恰因为他是个“混蛋”？

他会当着所有人的面说。
“学生想要什么，我根本不在乎。”
“父母想什么，谁想什么，都不重要。”
“重要的是我想要什么。”
“只有我告诉他们之后，他们才知道自己想要什么。”

听起来是不是很刺耳？
但结果呢？
极致的成功。

这背后是什么？
一个90年代初很少有人关注的概念。
信噪比。

什么是信号？
乔布斯眼中，信号就是未来18小时内必须完成的3到5件核心任务。
不是下周的愿景。
不是下个月的计划。
就是今天，现在，必须做完。

什么是噪音？
任何阻碍你完成这几件事的人和事，都是噪音。
必须排除。

乔布斯的信噪比是80:20。
80%的信号，20%的噪音。
所以他凌晨两点半发邮件，还期待你立刻回复。
因为那是他的“信号”。

这种极致的专注，其实是对团队平庸和流程主义的宣战。
今天的很多大公司，会议套着会议，层层汇报，为的不是解决问题，而是分摊责任。
“信号”被淹没在“噪音”里。
真正做事的人被流程捆住手脚。

还有一个信噪比更高的人。
马斯克。
他几乎是100%的信号。
没有噪音。
他醒着的每一分钟，都在处理“信号”。

这种强人领导模式，和通过委员会投票、追求所谓“共识”的管理方式，哪一个效率更高？
哪一个更能创造颠覆性的产品？

[George Noble @gnoble79]

OPENAI IS FALLING APART IN REAL TIME

I've watched companies implode for decades.

This one has all the warning signs.

OpenAI declared "Code Red" in December.

Altman sent an internal memo telling employees to drop everything because Google's Gemini 3 is eating their lunch. Salesforce CEO Marc Benioff publicly ditched ChatGPT for Gemini after using it for two hours.

ChatGPT traffic fell in November. Second month-over-month decline of 2025. Meanwhile Gemini jumped to 650 million monthly active users.

The company that was supposed to build AGI can't keep its chatbot competitive.

But the real story is the money...

OpenAI lost $12 BILLION in a single quarter according to Microsoft's own fiscal disclosures.

Deutsche Bank estimates $143 billion in cumulative negative cash flow before the company turns profitable.

Their analysts put it bluntly: "No startup in history has operated with losses on anything approaching this scale."

They're burning $15 million per day on Sora alone.

$5 billion annually to generate copyright-infringing memes.

Even Sora's lead engineer admitted the "economics are currently completely unsustainable."

Here's the big math problem nobody wants to discuss:

It's going to cost 5x the energy and money to make these models 2x better.

The low-hanging fruit is gone.

Every incremental improvement now requires exponentially more compute, more data centers, more power.

Reports suggest OpenAI's large training runs in 2025 failed to produce models better than prior versions.

GPT-5 launched to widespread disappointment. Users called it "underwhelming" and "horrible." OpenAI had to restore GPT-4o within 24 hours because users preferred the old model.

Altman had promised GPT-5 would make GPT-4 feel "mildly embarrassing." Instead, users complained it was worse at basic math and geography.

They've released GPT-5.1, GPT-5.2 since.

Same complaints each time: too corporate, too safe, robotic, boring.

The talent exodus makes this even worse:

CTO Mira Murati. Gone.
Chief Research Officer Bob McGrew. Gone.
Chief Scientist Ilya Sutskever. Gone.
President Greg Brockman. Gone.

Half the AI safety team departed. Multiple executives reportedly cited "psychological abuse" under Altman's leadership.

And now Elon Musk is suing for up to $134 billion.

A federal judge just ruled the case goes to jury trial in April. There's "plenty of evidence" that OpenAI's leaders promised to maintain the nonprofit structure that Musk funded.

Musk provided $38 million in early funding based on those assurances. Now he wants his share of the $500 billion valuation.

OpenAI called it "harassment." But the judge disagreed.

Here's what I think happens next:

The AI hype cycle is peaking.

The diminishing returns are becoming impossible to hide.

Competitors are catching up.

The lawsuits are piling up.

OpenAI needs to generate $200 billion in annual revenue by 2030 to justify their projections.

That's 15x growth in five years while costs keep exploding.

Even Sam Altman admitted investors are "overexcited" about AI.

His exact words: "Someone is going to lose a phenomenal amount of money."

If I were running an AI startup with good traction right now, I'd be looking for an exit. Sell into the hype before the music stops.

My positioning:

I'm not touching OpenAI-adjacent plays at these valuations. The risk profile is astronomical.

If you're exposed to the Magnificent 7 through AI infrastructure bets, consider trimming. The gap between promised revolution and delivered reality has never been wider.

The smart money is rotating into sectors where valuations actually reflect fundamentals.

Small and mid-caps are trading near decade lows relative to Big Tech while earnings growth is only marginally lower.

Markets can price risk. But they can't price chaos.

And OpenAI is chaos dressed up in a $500 billion valuation.

[Emir Han @RealEmirHan]

Matt Damon explains why movies don’t look like movies anymore

[Francisco Cunha @OnDisasters]

May 2023: Asiana pax opened A321 door to, quote "catch a breath of fresh air". The plane landed safely, all 194 safe and the gentlemen got a free ride to the nearest jail...

https://t.co/GfJHjeCQN4