Tom HuangShanghai上海

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。

0agents in the F3A design个 agent 的 F3A 设计
0skills, self-rewriting个 skill,自己改自己
0years operating年做运营
24/7on a Mac Mini跑在一台 Mac Mini 上
Stanford GSB University of Cambridge Fenbushi Capital a US$500M fund, early into AI早年就布局 AI 的 5 亿美元基金
scroll往下
Running now正在跑

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。

F3A
Illustrative run of the F3A design. Task: this quarter's strategic asset allocation under the IPS. Being rebuilt now.按 F3A 设计的示意运行。任务:在 IPS 约束下产出本季度的战略资产配置。正在重新搭建。 No source, no action.没有来源,就不能动。
Building在做

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。

F3A
A 50-agent investment committee on LangGraph: 20+ strategy agents compete, peers vote, compliance vetoes, a CIO agent ensembles, a researcher agent reads arXiv and deploys new strategies. Being rebuilt now.LangGraph 上的 50 个 agent 投资委员会:20 多个策略 agent 竞选,同行投票,合规否决,CIO agent 集成,研究 agent 读 arXiv 并部署新策略。正在重新搭建。
rebooting重启中
Skill librarySkill 库
32 skills the agents run on, audit after each job, and rewrite.32 个 skill,agent 自己用、每次任务后自己审、自己改。
maintained持续迭代
AlphaMarket
A calibrated forecasting agent: ensemble estimates, calibration, scoring. Version 8.一个校准过的预测 agent:多模型集成、校准、打分。第八版。
running运行中
Agent reputationAgent 声誉
Can agents trust each other with money? A public reputation signal added about 7 points of accuracy.agent 之间能不能放心交钱?加上公开声誉信号,准确率提升约 7 个百分点。
research研究
Mano AI
A payment rail for agents hiring agents.agent 雇 agent 的支付层。
concept概念
Watchdog
A 24/7 risk monitor: rule-based alerts, humans only when called.24/7 的风控值守程序:规则告警,人只在被叫到时介入。
running运行中
Terminal
A Bloomberg-style desk shared by the agents and their human: A-shares, US and HK markets in one view.agent 和人共用的 Bloomberg 风格工作台:A 股、美股、港股一屏。
iterating迭代中
Iran skill伊朗 skill
Structural judgment on Iran for agents: negotiations, the nuclear file, Hormuz, proxies, regime fragility. Explicit about what it can't predict.给 agent 用的伊朗局势结构判断:谈判、核议题、霍尔木兹、代理人网络、政权脆弱性。明确写了它预测不了什么。
in use使用中
Healing skill心理疗愈 skill
A skill for emotional-support conversations: structured, unhurried, and clear about when to hand off to a person.做情绪支持对话的 skill:有结构、不着急,清楚什么时候该交给真人。
in use使用中
Novel agent小说 agent
An agent that writes long-form fiction: chapters, characters, continuity.写长篇小说的 agent:章节、人物、前后一致。
prototype原型
Ourthem
An emotional-companion agent for North America, tarot as the interface.面向北美的情感陪伴 agent,塔罗做交互外壳。
prototype原型
Record做过

Ten years on the operating side, mostly from zero.十年在运营这一侧,多数从零开始。

2015
Louis Dreyfus
Physical commodities trading.实物大宗贸易。
2017
Fenbushi Capital
Investment director at the frontier blockchain fund of its day. 30+ deals.投资总监。当年最前沿的头部区块链基金。30 多个项目。
2018
BKFUND
Partner, early-stage. Part-time now.早期基金合伙人。现在只占少量时间。
2020
OpenLeverage
Early team, product and growth. US$5M raised.早期团队,产品与增长。融资 500 万美元。
2020 – 24
Cross-border settlement跨境结算公司
COO. 10-person ops team from zero. 300+ merchants, US$50M/mo. Regulators in HK and beyond.COO。从零带起 10 人运营团队。300 多商户,每月 5000 万美元。对接香港等多辖区监管。
2023 – 24
USD venture fund美元基金
Web3 investment lead. ~US$500M, with early bets in AI.Web3 投资负责人。约 5 亿美元,早年就布局 AI。
2025
Settlement liquidity结算流动性项目
On-chain FX for settlement providers. Built from zero; wound down cleanly.给结算服务商做链上换汇。从零搭起;干净收尾。
Stanford Graduate School of Business
LEAD Certificate, Architects cohort, 2026. Two panels at Stanford VC Bootcamp / Me2We on AI in venture.LEAD 证书,Architects cohort,2026。在 Stanford VC Bootcamp / Me2We 做过两场关于 AI 与风投的 panel。
University of Cambridge
Cambridge Digital Assets for Enterprises (CDAE), Cambridge Centre for Alternative Finance, Judge Business School.Cambridge Digital Assets for Enterprises(CDAE),Judge 商学院 Cambridge Centre for Alternative Finance。
Also: University of Macau, BBA. Nanyang Technological University, technology entrepreneurship.此外:澳门大学 BBA;南洋理工大学科技创业项目。
Next接下来

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。

Five things I believe五个判断

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。