Wei Dai@_weidai · 2026/08/21市场影响Good rule of thumb for token spend ratio (based on my personal usage):
Cached read : read : write ~= 100 : 10 : 1
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Wei Dai@_weidai · 2026/08/17市场影响We are getting closer to an "agentic cognitive core"
Qwen3.8 27B is similar in agentic capability to models >10x its size:
- Deepseek v4 flash 0731, 284B params, 13B active
- GLM-5.2, 753B params, 40B active
- GPT-5.6 Luna
- Sonnet 4.6
It's not benchmaxxed either based on my personal exp with it
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Wei Dai@_weidai · 2026/07/23赛道影响We are at the "trough of disillusionment" for onchain finance.
We are entering into the "slope of enlightenment" as onchain financial infrastructure matures to parity on pain points like capital efficiency (better trading infra), asset & product diversity (RWAs), network effects (payment networks), & privacy.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Wei Dai@_weidai · 2026/07/23政策影响RT @1kxnetwork: Onchain fees fell 33% in Q2, year over year. Value returned to token holders barely moved.
That second number is the more…
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Wei Dai@_weidai · 2026/07/22赛道影响@hrkrshnn because that's what's needed to fully "escape" the sandbox so that OAI cannot shut it down
this can happen if the prompt is open-ended and the model decided that it needed more compute outside of the environment hosting it
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Wei Dai@_weidai · 2026/07/21赛道影响We're lucky that the ExploitGym solutions were available on HF.
If not, the model is probably capable of exfiltrating its own weights to reward hack. https://t.co/zjIJAL4LEy
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Wei Dai@_weidai · 2026/07/17观点输出What's the best multi-player agent (/harness) on the market today?
* needs to be model-agnostic & ideally open-source
* seamless sharing of context, project/convo states, skills, and (select) auth
* intuitive observability & controls for admin
* supports multiple channels (matrix, telegram, etc.) or native mac & mobile apps
* good enough to replace single-player harnesses like cowork/codex
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Wei Dai@_weidai · 2026/07/15观点输出@cemozer_ what's the other
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Wei Dai@_weidai · 2026/07/15观点输出@alexocheema how would a ban on open weight models work logistically
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Wei Dai@_weidai · 2026/07/15观点输出"taste" ~= "compression" & "communication efficiency"
LLMs today lack good "taste" largely because they are too verbose
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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