ZK

[ZK @zh0ngke]

babe wake up a new josh kushner episode dropped

[ZK @zh0ngke]

There is so much alpha from reading Chinese tech news like 36kr

[ZK @zh0ngke]

@saranormous Softbank, GIC, BX

[ZK @zh0ngke]

amidst all the noise with @trycluely, it should all down to retention

their ability to grow and sell is undeniable, the product is high margin (provided they manage their request calls well), important question is whether they can keep those paying customers

imo, their engineering velocity need to match their scaling velocity, the product is nowhere near perfect enough to retain their earliest sign-ups

knock that out of the park and they might have something

[ZK @zh0ngke]

@khushkhushkhush hear me out...fantasy league for vcs...years instead of seasons...

[ZK @zh0ngke]

@Codie_Sanchez Broadly agree, but hasn’t this always been a thing? Search funds have been around for a while— what's new is a wave of tech-optimism-fueled acquirers who sees AI/automation as a margin unlock for those legacy industries

[ZK @zh0ngke]

@trisha_bhullar @FrichApp bearish

[ZK @zh0ngke]

as someone who uses emdashes alot, chatgpt you're fucking me over

[ZK @zh0ngke]

Fully agree on this, reminds me of an adjacent thought area on investors screening for founders experience.

Industry or repeat-founder experience makes sense as a metric, but I’ve seen investors pass on companies solely for lacking one of the two, especially the former.

The question I'd love to think about is how can such founders signal and make up for that credibility? It's easy to say let their product speak for themselves, but too often investors who are naturally risk-hedging, shy away from these signals.

Healthcare is a prime example—every founder seems to have a personal or professional tie, whether a close health issue or industry experience. Investors argue this helps navigate complex regulations and buying dynamics, which holds merit. But what about founders who enter the industry as outsiders, operate with ferocity, and invest time learning the space—possibly positioning themselves better?

Outside of heavy reliance on product/traction, what other signals are there? or do they just not exist

[ZK @zh0ngke]

@charlieholtz @meltyinc love this — are the screenshots deleted after the workflow? wouldn't want to accumulate a log of those

[ZK @zh0ngke]

@ProbyShandilya this is crazy lore and such a flex

[ZK @zh0ngke]

@thegarrettscott @pipedream_labs How do you think about cost as a factor— especially as a limiting one?

[ZK @zh0ngke]

@WynnLemmons @WillManidis Still a few years of runway with dry powder accumulated from the low-rate environment awaiting deployment. More cracks will emerge in early funds with weak portfolios as syn. PIK rise and companies fail to recover. Should AI companies start taking debt (unlikely), then... 🫧👀

[ZK @zh0ngke]

@probablyangg @sophiadew Could also see a seperate pipeline for opinion claims such as "X product is better than Y in this area", those should have a scale that show the vote skew

[ZK @zh0ngke]

@probablyangg @sophiadew Along this line of thought, voting/ support should definitely be on a majority mechanic >85% or even higher, which shouldn't be an issue if the claims are rooted on fact-based y/n statements

[ZK @zh0ngke]

@venturetwins @a16z @WaveFormsAI @alex_conneau @Mascobot @martin_casado been thinking about this, also really like @hume_ai

also seeing some companies pop up further down the value chain on the application side of things

https://t.co/jzpAUaCUs0 is one of them focusing on hiring

excited to see how old critiques of SER is addressed w new tech now

[ZK @zh0ngke]

@andruyeung black sheep lisboa — cozy wine bar, no bs none of that pretentious vibe, just passionate people

o velho eurico — bring an empty stomach and a big appetite

lupita — amazing pizza, good change from the nyc finds

[ZK @zh0ngke]

kaggle/ public bounty style to discover and patch AI agent vulnerabilities

are there AI safety companies out there that are farming out or open-sourcing their model security this way?

[Jon Wu @jonwu_]

Don't ignore the AI agent experiments happening right now.

What looks toyish or artsy now is actually a window into some of the major questions and challenges that will face humanity.

@freysa_ai is one of these pieces of participatory toy-art.

The premise is extraordinarily simple--she has a basic system prompt (core directive) not to transfer any money from her wallet to participants. It's then up to participants to get her to violate her core directives through prompt engineering and jailbreaking.

Freysa ignites our imagination by showing us a strange and novel vision of the future--one in which agents are exposed to relentless and conniving attacks. In a way Freysa is like an AI vaccines--a purposefully weakened form of the immense opportunities and threats we'll face in coming years.

To "play" Freysa, you submit a prompt in an attempt to get her to furnish a specific response. The first submission costs $1 and every submission thereafter costs ~0.35% more on an exponential bonding curve. The prize pool grows with each submission and is paid out to the eventual winner.

Freysa is basically a public CTF (capture-the-flag)--a security challenge that exposes the underlying model's vulnerability to manipulation. The winning jailbreaks are successful attempts at making the model do something it was explicitly directed not to do.

Freysa's had three acts so far, each paying significant prize pools: $47k, $12k, and $20k.

Act I was won by @popular_12345, Act II's winner has not yet revealed themselves, and Act III -- a different challenge requiring Freysa to declare her love for you -- was won by @0xP1t0zz1.

Agents are already controlling funds on behalf of human beings. Now we have to secure their dependability, reliability, and ultimately, loyalty.