Dov Wo

Dov Wo

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Anti Digital Slavery | Web3 Investment | Theology & Human Civilization Study | Ex-Private Equity Investment | We live in a Computer Simulation

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SaaS (Software as a Service) is over. The new SaaS is (Service as a Software). In the past, it was about selling a company a product, hiring someone to use it, and collaborating. The future will definitely be like subscribing to software—subscribing to solutions/services. Agency is the new SaaS—responsible for delivery results.

The era of a major turning point has arrived. SaaS company stock prices have already experienced a massive collapse. Software companies may be next. Chegg, the company that North American students used to use to find homework answers, collapsed rapidly after the release of GPT 4. Lately, I've been engrossed in using ClaudeCode and OpenClaw. The code written in ClaudeCode can already put all Wall Street analysts and lawyers out of work; more than half will be laid off within three years. Those once-prestigious, million-dollar-salary jobs for recent graduates will never return. Those who have built connections and built trust within the industry, reaching VP level or higher, can continue to survive, becoming human intermediaries connecting the old and new worlds in the short term. Almost all education becomes completely useless. Those whose market share will be taken are the current middle and high school students receiving traditional education, graduating and hoping for decent jobs. After graduation, they will find themselves completely crushed by AI with 10 times the efficiency and 2 times the results. This is the new era of real estate, a new generation's plunder of wealth, even the plunder of meaning, from another generation. Humans need rest; working 8 hours, playing 8 hours, and sleeping 8 hours are necessary. AI is cheap, continuously capable, and everything is over. @dontbesilent12's radical view even suggests that humans shouldn't handle documents, and that notion is a sign of outdated productivity, as sharp as saying Jack Ma shouldn't be sweeping the floor in front of Alibaba. I'm in Hong Kong these days; friends are welcome to come discuss business and explore AI together.

Don't worry, Twitter is using AI now. Don't be anxious about the small achievements some people have made with AI. You're already at the forefront of the world. Abandoning your PVP mindset of playing on-chain meme currency is what will steal your cake and cake. Those who will be losing out are the students in junior and senior high school who are receiving traditional education and want to find office jobs after graduation. This is the new era of real estate. It is another generation's plunder of wealth from another generation.

如果你还没有被ClaudeCode/Clawbot等所震撼，为此激动的彻夜难眠，你可能真的会错过人生中为数不多的机会 24年25年的观点还停留在这代年轻人就是来接盘消泡沫的，今天只庆幸自己还年轻。看着团队里20岁刚刚出头的实习生无比羡慕他们生在了最好的时代。未来绝大部分的软件要消失了，

I reread Notion founder Ivan Zhao's article these past two days: notion.com/blog/steam-steel-an...… Claude Code and similar tools are still too difficult to learn, very unfriendly to ordinary users. For the past few weeks, I hadn't taken it seriously, including after reading Ivan Zhao's article, I arrogantly thought it was just spouting correct but useless platitudes. At the same time, there was an ostrich mentality: "I'm two months behind, so I'll just give up." But if you truly understand AI as a new industrial revolution, it's a huge opportunity for decades or even centuries, a chance to revolutionize generations. Mobile internet has been around for over a decade, and my parents still don't quite understand smartphones. Most young people in China are still reading books like Ququ and Tong Jincheng. We are right on the front lines right now.

I was on a business trip overseas for a while and couldn't receive anything, so I missed the huge Openmind airdrop. I just couldn't think of a way to give away such cool stuff to our partners. (But they've been giving away WHOOP lately, which is alright). Today, Kaito opened for public sale, so I had to get in. I quickly went through KYC on-site. There are only two topics for 2026: AI Agenda and robots. It would be an injustice if Openmind didn't achieve a grand slam. twitter.com/dov_wo/status/2015...

The domestic environment is outrageous. A friend of mine works as a male model at a KTV. He graduated in 2004 from a top-tier university (985 Project). Just three months ago, he was a software engineer at a leading car company working on autonomous driving. Now he's working as a male model at a KTV. This is accelerating the Japanese influence.

I never expected the biggest airdrop I'd get in 2025 would be from River. They're incredibly good at pulling off huge drops. River's development team must be the most hardworking project team lately. I've watched them work their way up from alpha to contract, constantly creating new things. And just the last couple of days they've added OKX Boost. I sincerely hope they can finally reach the other side. twitter.com/dov_wo/status/2009...

Both BTC and ETH have fallen this year, but ETF net inflows are still a huge positive figure on an annual basis. Tom Lee's reason for shill is also that Wall Street is about to enter the market, with traditional finance and RWA going on-chain – stories that seem like the boy who cried wolf many times. A change of leadership takes a long time, but I still believe in this trend; the actual scenario will still be ETH. For top-tier technical skills like Zama, ETH is still the best first choice; overall, ETH has the most solid fundamentals.

JUST IN: The Zama Protocol is on mainnet. We just completed the first confidential stablecoin (cUSDT) transfer on Ethereum.

It seems like Brevis's partnership with Aster is really going to be a big deal, and Binance will likely shift a lot of its focus to Aster. ZK has struggled to find truly compelling application scenarios, but combining it with on-chain transactions is still significant. For example, it could be used for strategies like copy trading, and much of the future development will likely occur on-chain. Imagine I have a particularly successful strategy and want to raise funds to share the profits. However, since my strategies run on-chain, others can simply copy my wallet's transactions, making fund raising impossible. The significance of adding a ZK layer is that I can prove the return rate is good, but others cannot copy my trading. But the most crucial question is: whose ZK technology will the exchange be willing to use for its gateway? The importance of Shandong studies in the crypto is once again highlighted. The author's Shandong studies thinking is becoming more and more accurate. Previously, everyone was starting businesses around VB and the Ethereum Foundation, which is the same as starting businesses around Binance now. To the east, it surrounds the area where General Secretary Xi Jinping started his business. The world should be like this, with Trump leading the way in starting businesses in the west.

Brevis is partnering with @Aster_DEX to bring ZK-powered security and privacy to the next generation of on-chain trading. The most advanced verifiable compute infrastructure meets the fastest-growing perpetuals and spot DEX in crypto. 🤝 Here's what we're working toward:

Coinbase 73.5 billion Upbit 16-20 billion Hashkey 2.3-2.5 billion. Which is more expensive and which is cheaper?

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