callightman

老黄回应Dario：蒸馏算什么偷窃？这叫竞争 老黄在纳斯达克演播室，当场回怼了 Dario 的那句“模型蒸馏就是偷窃”。 他直接表态：别人天天蒸馏英伟达，拆到只剩骨架，但这本就是正常的商业竞争。 从硬件拆解到模型蒸馏，巨头们从来都是互相扒皮、互相对标。

陈都灵头骨已经小的震撼到我了，结果镜头转到鞠婧祎，她的脸像自带磨皮一样，好有权威的两张脸

Last month I upgraded to Claude Max 20x. $200 a month. I told my girlfriend it was “infrastructure.” She asked what I was building. I said “leverage.” She stopped asking. I’ve shipped 14 projects this year. None of them have users. But all of them have landing pages. The landing pages have waitlists. The waitlists have 40 signups. 38 are bots. 1 is my mom. 1 is me, testing the form. I call that “early traction.” My codebase is 40,000 lines. I wrote maybe 200. I don’t read the rest. Reading is a bottleneck. The tests pass. Claude wrote the tests. Claude also wrote the code the tests test. I’ve decided not to think about that. Last week prod went down at 3am. I pasted the stack trace and went back to sleep. It was fixed when I woke up. I don’t know what was wrong. I don’t know what fixed it. I posted “shipped a hotfix before coffee ☕” It got 400 likes. I hit my usage limit on a Tuesday. I screenshotted it. “When you’re shipping too fast for the rate limits 😤” That tweet outperformed the product. The product does not exist. I’m building in public. The building is the public part. The public is the product. I pivoted three times last month. B2B SaaS to AI agent to “AI-native workflow layer.” Same code. I just changed the README. Claude wrote the README. I applied to YC. Claude wrote the application. I got rejected. I pasted the rejection into Claude and asked what it meant. It said it was a learning opportunity. I said thanks. I say thanks a lot now. I don’t know if that’s healthy. My technical cofounder is Claude. We haven’t discussed equity. I assume it’s fine. My MRR is zero. But my ARR is a narrative. Investors don’t buy revenue. They buy velocity. Velocity means commits. Commits means green squares. Green squares means momentum. Momentum means I’m early, not wrong. Someone asked what my moat is. I said “we move fast.” He asked fast toward what. I said “iteration.” He nodded. He’s an angel investor. He also doesn’t know. The subscription renews Friday. I’m keeping it. $200 is cheap for an identity. I don’t know what I’m building. But I know what it’s for. It’s for the feeling. The feeling of the terminal filling with code I didn’t write.