Pickful

探索最新

話題廣場

love

· 3週

Ben Horowitz 谈为什么要把公司的故事当作战略，以及为什么创始人常常忽略写下这个故事——尽管它是工作中最重要的部分之一：

“公司的故事也是公司的战略……在你的脑海里，你每天都会一点点调整战略。但一个季度后，它可能已经与最初的版本大不相同。”

“因此，持续更新你的故事及其表达方式非常重要。我强烈建议把它写下来。”

“这份故事应该能够分享给公司的每一个人、你想招募的每一个人、你希望融资的每一个对象、所有利益相关者以及每一位客户。”

“我认为创始人面临的问题是，这件事感觉不像工作。别人问：‘你今天在做什么？’你回答：‘我在打磨公司的故事。’听上去不像是在工作。”

“正因为它不像工作，人们才不会去做。但它可能恰恰是这份工作中最重要的部分之一。”

@bhorowitz 与 @speedrun 合伙人 @Tocelot 的对谈。

原始链接：https://x.com/a16z/status/2112321778819440880

中文 English

0:00 我认为创始人经常忽视的一点是，公司的故事其实就是公司的战略。没人会有一个完全秘密的战略，而故事又完全不同。

0:27 战略的真相是，它不是你开一次会，和团队讨论“我们的战略是什么，大家说说”，然后集思广益制定出来的。

0:45 真正发生的是，你有了最初的想法，开始了解市场、客户、技术、团队成员的情况，每天在脑海中一点点调整战略，

1:02 但一个季度后，它其实已经和最初的大不相同了。所以不断更新你的故事、清晰表达你的故事非常重要，我强烈建议把它写下来，方便

1:24 与公司里的每个人、你招募的每个人、募资的投资人和所有利益相关者、每个客户分享：这究竟是个什么故事？我觉得创始人有个问题是，这不感觉像工作，比如你今天在做什么？“我在完善我的故事”，听起来不像工作。你为什么不让别人帮你写呢？抱歉这么说，我以前当过CEO。正因为这不感觉像工作，所以很多人不去做，但这可能是岗位上最重要的事情之一。

1:39 真正拥有并反复打磨这个故事，即使像我们公司，John会告诉你，我偶尔会写这个故事，虽然不是一直写，但这对大家很有帮助，也对我很有帮助，让我能明确说“这就是我们的目标”。

2:01 就是要真正拥有那东西，就像今天在公司，约翰会告诉你，我偶尔会写故事，不是一直，但这对大家很有帮助，也有助于我说明我们要做什么。

0:00 Like this is something that I think founders often neglect over time is so the

0:11 story of the company

0:12 is also the strategy of the company. Nobody's got like some strategy

0:19 in their back pocket that's like entirely secret and then they've got a story

0:26 that's different.

0:27 So like that's the one thing and the truth about strategy is it's kind of a

0:34 thing that it's not

0:35 like a meeting that you have and you go out with your team you go like what's

0:39 our strategy? Okay

0:40 everybody give me your input and then we assemble this strategy by committee.

0:45 What really is happening

0:46 is you have the initial idea. You're learning about the market, you're learning

0:50 about the

0:51 customers, you're learning about the technology, you're learning about each

0:53 other and in your mind

0:55 you're kind of adjusting that strategy a little bit at a time every day but

1:02 then a quarter later

1:03 it's actually pretty different than what you started with and so it's really

1:08 important

1:09 that you keep upgrading your story, the articulation of your story and like I

1:16 would definitely recommend

1:17 like it be in written form and it kind of be something that you can share with

1:24 everybody in

1:25 the company but everybody you're recruiting, everybody you're trying to raise

1:28 money from

1:28 like all your constituents, every customer like what the hell is the story of

1:34 this thing and

1:35 the problem that I think founders have is it doesn't feel like work like what

1:39 are you doing

1:39 today? I'm working on my story that doesn't sound like work why don't you have

1:44 like open claw right

1:45 that for you? Sorry for the language I used to be a CEO. So because it doesn't

1:57 feel like work

1:57 people don't do it but it's probably one of the most important parts of the job

2:01 is to have that

2:01 thing really and even like like today at the firm John will tell you like I

2:06 write the story

2:09 you know every once in a while not all the time but it's very helpful for

2:15 people to just go and

2:16 it's helpful for me to go like this is what we're trying to do here.

buddy

· 3週

阜博集团影视版权RWA（2026年）：严格来说不是传统艺术品，但属于文化资产范畴。底层资产为影视版权在全球流媒体产生的未来真实收入现金流，首期规模1000万美元，当日即获数百万美元机构认购。采用60/40配置——60%压舱石资产（经典电影、动漫），40%成长性资产（AI原生内容、微短剧）。#加密货币 #web3 #区块链

web3头条

· 3週

Deribit 大宗交易：BTC 看跌蝶式组合，规模 200 张、名义 1624.15 万美元

科技热点:Deribit 大宗交易：BTC 看跌蝶式组合，规模 200 张、名义 1624.15 万美元

Web3 今日热点賞金

moon

· 3週

新的 Hook 将于明天发布。

给你一个提示 🦄

原始链接：https://x.com/Uniswap/status/2112995246581874759

love

· 3週

Grok @Bot 就像雇了一位超级聪明又有趣的员工！

原始链接：https://x.com/elonmusk/status/2113011511429902609

love

· 3週

这是我最近与 @cultured 录制播客时的一段对谈，讨论 @whop 如何从一家估值 50 亿美元的公司，成长到 1,000 亿美元，再迈向 1 万亿美元以上。

尽情观看！完整节目见原帖下方。

原始链接：https://x.com/CaseyAdams/status/2113013045538742302

中文 English

0:00 目前，我们平台上的用户每月收入基本上有2.5亿到2.7亿美元。

0:06 为了成为一家千亿美元的公司，我们大概需要增长50倍，可能少一些，大约30到40倍。

0:16 你可以从一个角度看成，我们每月有60亿美元的交易额，某种程度上它会自我实现。

0:24 这是一种非常简单的实现方式。

0:26 那么，这些交易量会从哪里来呢？

0:29 世界上有很多人，而且世界很大。

0:32 所以我认为，在某种程度上，我们必须继续专注于把我们带到这里的方法——不断地吸引大量不同的企业加入。

0:41 还有我之前提到的那批用户，他们已经在使用，并且使用得很好，要确保他们喜欢我们的产品，同时我们为他们打造产品。

0:47 而且，从千亿美元到甚至万亿美元的重大突破，是让这批人实现盈利，无论你是来自西非、纽约还是洛杉矶，无论你有多强的商业头脑，或者完全没有，甚至不识字，

1:04 让这些人每月赚到2000到3000美元，我认为这对世界来说是巨大的突破。

1:09 这才是我最为兴奋的地方。

1:13 我们正在开发并利用很多人工智能技术，希望能帮助实现这一过程。

0:00 Right now, we basically have people on the platform that earn $250, $270

0:05 million a month.

0:06 And in order to become a $100 billion company, we basically need to 50x, maybe

0:14 less, about 30, 40x.

0:16 And you could one end look at that as saying we $6 billion a month in volume

0:23 and somehow it'll work itself out.

0:24 It's like a very trivial way to do it.

0:26 And then it's like, okay, well, where will that volume come from?

0:29 Well, there's a lot of people in the world and it's a pretty big world.

0:32 So I think in some ways, we kind of have to stay focused on what has gotten us

0:35 here so far,

0:36 which is just this continuous obsession over onboarding tons of different

0:40 businesses.

0:41 And that one cohort that I described earlier, people that are already doing it,

0:44 they're doing it well,

0:44 to make sure that they love the product and that we're building for them.

0:47 And then on the other end, I think the major unlock, perhaps from $100 billion

0:50 to $1 trillion even,

0:51 is getting this long deal of people monetized and getting it so that anybody,

0:55 whether you're from West Africa, you're from New York, you're from LA,

1:00 you have incredible business acumen, you have no business acumen, you can't

1:03 read,

1:04 getting those people to earn $2,000, $3,000 a month, I think is an enormous

1:08 unlock for the world.

1:09 And that's what I'm most excited about.

1:13 We have a lot of AI stuff we're building and taking advantage of to hopefully

1:17 help that process.

deepidea

· 3週

TORCH: Live Product, Unproven Value Capture — A Robinhood Chain Deep Dive

TORCH has a live terminal, bot, and launchpad, plus a relatively clean contract scan. But its short history, inconsistent revenue-allocation language, limited team disclosure, and transferred supply make it a high-risk, event-driven asset.

love

· 3週

过去一个季度，我们持续分享自己的市场拓展（GTM）策略：白手套式服务、更友好的经济模式、前线部署工程师（FDE）等。

在今天的第三季度投资者更新电话会上，我们进一步介绍了未来可能与哪些类型的合作伙伴携手。

原始链接：https://x.com/trevor_flipper/status/2113018845799518366

中文 English

0:00 所以一种合作形式就是我们所认为的加密钱包，对吧？这些是已经在使用某款钱包产品的加密原生用户，他们想以低成本、低延迟以及Lighter提供的所有优质功能开始交易永续合约，他们可以直接在钱包产品中完成。我们有若干此类整合，计划在第三季度上线，还有一些更大的类似合作将在第四季度上线。

0:39 这就是加密钱包的部分，但市场总容量（TAM）不止于此。再往外看，还有中心化交易所。特别是我们刚刚在亚洲待了几个星期，期间与不少符合这一类别的合作伙伴会面。我觉得在现有大合作中，这最接近Telegram钱包的项目，虽然那个实际上是个中心化产品，但本质上是一样的。

1:09 中心化交易所想为其客户提供更大的流动性，开放永续合约和其它产品，方式既高效又省钱，能轻松接入并与我们的团队合作，共同打造这一产品。目前已有多个这类合作正在进行中，未来也会有更多。

0:00 So one type of partnership is what we think of as crypto wallets, right? So

0:05 these these are crypto native users that already are using one of the wallet

0:14 products and they want to start trading perps at with you know low costs, low

0:21 latency, all the great features that the lighter offers so they can do that

0:25 directly inside a wallet product you know their their number of integrations

0:31 like this that when live in Q3 and some bigger partnerships of this kind going

0:39 live in Q4 so that's that's kind of the crypto wallet part then but the TAM

0:45 doesn't stop there right so then zooming out their centralized exchange so in

0:50 particular you know we just spend a couple weeks in Asia where we met with

0:54 a number of partners that fit into this category and this you know I think out

0:59 of the existing big partnerships this looks the closest to the the telegram

1:05 wallet one which is actually a centralized product but essentially kind of

1:09 centralized exchanges that want to give their customers greater liquidity you

1:15 know open up perps and other products in a way that is is cost efficient you

1:23 know easy to plug in and work with our team to build build up that offering

1:29 that there are a number of partnerships like this that are already in the works

1:34 and kind of more to come as well

forrest

· 3週

ME News 消息，10 月 22 日（UTC+8），据 Railway 官方公告，云部署平台 Railway 检测到存储客户环境变量的系统出现异常活动。初步调查显示，未经授权的第三方可能已访问加密的环境变量，并获取了其中部分变量的解密内容，相关变量可能包含 API 密钥、数据库及镜像仓库凭证等。Railway 认为此事件属于近期针对平台类公司、旨在入侵 AI 推理服务商的系列攻击之一，已通知上游服务商主动吊销密钥。目前 Railway 已暂停所有部署，建议全部用户立即轮换存储在平台上的环境变量、API 密钥及私有仓库凭证，并检查相关服务日志。（来源：ChainCatcher）

love

· 3週

我们正与 Anthropic 合作，帮助你直接在 Claude Duet 中运营业务。

• 使用 @link 完成购买
• 通过 Stripe MCP 发起退款并洞察业务趋势

原始链接：https://x.com/stripe/status/2112995753824301406