Anitttttta

Speaking candidly after a few drinks. Jensen Huang got excited at Cisco's AI Summit
1 The speed of AI evolution is 1 million times faster than Moore's Law, meaning AI has become infrastructure rather than just a technological enabler
2 Currently, we are in implicit programming, not relying on programmers to write code step by step in explicit programming. This means the entire computing system—from chips, networks, storage, security to software and tools—needs to be upgraded
3 In this era, companies should not focus on ROI. If you can calculate it, it means you've already been eliminated by th

Looking at the words spoken by kings before their death throughout history in the "Zizhi Tongjian," we can understand what truly matters. White Emperor City. The year 223 AD. Liu Bei was gravely ill. He called Zhuge Liang to his bedside. He said a passage that is recorded in Volume 17 of the "Zizhi Tongjian," and it is very famous. “Your talent is ten times that of Cao Pi; you will surely bring peace to the country and accomplish great deeds. If my son can be supported, support him; if he is unworthy, you may take the throne yourself.” Your talent is ten times that of Cao Pi; you will definite

The market has reached this stage, and the most important thing is to stop fantasizing — Bitcoin can be left untouched, adhering to long-termism — keep enough cash flow — don't spend too much remaining time in the crypto space, let AI be AI, focus on eating, drinking, learning, recharging, and working diligently.

It has been flooded with Taobao red envelope posts. The concept of AI social networking is still off track. The ultimate product form of AI for the general public has actually been determined long ago, which is "dialogue." Of course, we don't know what the "final technical form" of AI is—whether it's CLI, Agent, or something that hasn't appeared yet today. But for ordinary users, the product form has been set since the end of 2022: state your needs, and the system will help you complete them. The explosive growth of ChatGPT users, along with DeepSeek, Gemini, and others, repeatedly proves this

In 2004, Facebook took 5 months to acquire 100,000 users. In 2026, Moltbook took 3 days.

The newly appointed Federal Reserve Chairman Kevin Warsh's biggest competitor is Hassett, who is a Trump loyalist. Logically, Trump, who values power, should have chosen the latter, but ultimately Trump chose Warsh. This was to demonstrate the independence of the Federal Reserve, which is also a way to maintain global confidence in the US dollar. Therefore, gold must not perform too strongly. Coupled with geopolitical uncertainties in Iran and other regions, gold previously surged sharply. When news of Warsh's appointment broke, it was inevitably followed by a sharp decline. At the same time,

My mom won't buy Bitcoin, she doesn't know why I'm panicking in the middle of the night...

A reminder to founders: don't say you're working on blockchain, say you're working on infrastructure. Valuation can be x3 OS, not blockchain.

Iran is being "permanently disconnected from the internet."
Decoupling from the global internet, only allowing access through government-approved networks.
This is not Iran's first large-scale internet shutdown. In recent years, Iran has repeatedly cut off the national network during social unrest, blocking alternative channels like VPNs and Starlink. But this time, officials are openly discussing a long-term, stable, and institutionalized network isolation plan.
Iran has a very high VPN penetration rate, with 80% of internet access via VPNs. However, the problem is that it has never successfu