Ten years doing the work agents are taking over.十年做 agent 正在接管的工作。
Early into every wave. Blockchain in 2017, digital settlement in 2020, agents since 2025. Stanford GSB and Cambridge trained. Shanghai. 每一波技术浪潮都早早下场。2017 年区块链,2020 年数字化跨境结算,2025 年起全职做 agent。斯坦福 GSB、剑桥背景。上海。
An investment committee, as fifty agents. Every step sourced.一个投资委员会,五十个 agent。每一步都带来源。
Agents that do real work. Built with Claude Code, on a Mac Mini that never sleeps.干真活的 agent。用 Claude Code 搭的,跑在一台不睡觉的 Mac Mini 上。
Ten years on the operating side, mostly from zero.十年在运营这一侧,多数从零开始。
Help an agent lab build in China from zero: the team, the partners, the compliance, and the workflows where agents earn the right to act. 帮一家 agent 实验室在中国从零搭起来:团队、合作方、合规,以及让 agent 赢得执行权的那些工作流。
Zero-to-one is the part I've done before. This time for something I use every day. 从零到一我做过几次。这次想为一个自己每天在用的东西做。
One more thing I bring: the industry I come from is full of high-net-worth individuals running lean, one-person operations — trading desks, family offices, cross-border businesses. Money, no staff, and a pile of repeatable work. They are exactly who pays for an agent, and I know how to reach them. 还有一样我能带来的:我来的这个行业里,有大量高净值个人在以一人公司的方式运作——交易台、家办、跨境生意。有钱、没人手、一堆可重复的活。他们正是会为 agent 付费的人,而我知道怎么找到他们。
The interesting part starts when agents collaborate at scale.agent 大规模协作,才是有意思的开始。
One agent is a tool. Fifty agents with rules for voting, veto, and dissent are an institution.一个 agent 是工具。五十个 agent 加上投票、否决、异议的规则,是一个机构。
Agents need identity, payment, and reputation before they can work together.agent 先要有身份、支付和声誉,才能一起干活。
Who is this agent, how does it get paid, can it be trusted. x402, ERC-8004, and the auction research are one question.这个 agent 是谁、怎么收钱、能不能信。x402、ERC-8004 和那个拍卖研究,其实是同一个问题。
Stanford's agent town was the most interesting demo of the decade.斯坦福那个 agent 小镇是这十年最有意思的 demo。
Twenty-five agents in a small town threw a Valentine's party nobody scripted. The future looks less like a chatbot and more like a society.二十五个 agent 住在一个小镇里,自己张罗了一场没人写进剧本的情人节派对。未来更像一个社会,而不是一个聊天框。
Skills are the software of agents.Skill 是 agent 的软件。
The ceiling isn't the model; it's what the agent can call.上限不在模型,在 agent 能调用什么。
The best agent rewrites its own skills.最好的 agent 会改自己的 skill。
Self-improving agents compound; the rest are expensive scripts.能自我改进的才会复利,其他的只是更贵的脚本。