Changkun Ou
Science and art, life in between.科学与艺术,生活在其间。

Changkun Ou

Human-AI interaction researcher, engineer, and writer.人机交互研究者、工程师、写作者。

Bridging HCI, AI, and systems programming. Building intelligent human-in-the-loop optimization systems. Informed by psychology, sociology, cognitive science, and philosophy.连接人机交互、AI 与系统编程。构建智能的人在环优化系统。融合心理学、社会学、认知科学与哲学。

idea想法

Societies, AI, and What They Reward社会、AI与奖励机制

I recently spoke with a former colleague about how China, Europe, and the US differ in AI. My takeaway: what a society rewards shapes what it builds with AI.

China rewards collective progress and spotting opportunities. Many people look for ways to earn money under tight rules, and the internet economy runs on attention. Token spending reflects that. A Chinese listed company reported that 55% of China’s token consumption goes to AI short dramas and video generation, 24% to e-commerce and marketing, and 15% to software development. The company is itself invested in short dramas, so the figure deserves caution, but it matches what I hear from friends there. Data collection is also organized at scale: embodied AI companies hand out free head-mounted devices and pay people to record everyday tasks such as cooking.

The US tolerates very different ambitions and rewards them. From what I see, its AI use leans toward automation and scientific work.

Europe rewards individualism and quality of life. Its strengths are processes and regulation, and many startups I met are building the same agent platforms for procurement and compliance. Compared with China, most of them are still at an early stage.

We touched on Hofstede’s cultural dimensions, and two of them fit here. Individualism measures whether people see themselves mainly as individuals or as members of groups whose goals come first. Power distance measures how far people accept that power is distributed unequally. China scores as collectivist with high power distance; the US and Germany as individualist with low power distance. An example was the COVID lockdown in Germany, which some people still see as government overreach. His point: these differences explain why something works in one society and fails in another, so the three are not directly comparable. Each is shaped by history and culture that no one can shed easily.

So when building an AI product, it is worth asking what the market rewards, not only what the technology can do.

The following content is generated by LLMs and may contain inaccuracies.

Societies, AI, and What They Reward

Context

This note sits where comparative political economy, cross-cultural psychology and AI product strategy meet. The core claim is that what a society rewards shapes what it builds with AI. It matters now because the same foundation models are spreading worldwide, but how people use them is splitting along national lines.

The original note describes three patterns:

  • China rewards collective progress and spotting opportunities. Many people look for ways to earn money under tight rules, and the internet economy runs on attention. Token spending reflects this: according to a Chinese listed company, 55% of China’s token consumption goes to AI short dramas and video generation, 24% to e-commerce and marketing, and 15% to software development. The company itself invests in short dramas, so the figure deserves caution, but it matches what friends there report. Data collection is organized at scale: embodied AI companies hand out free head-mounted devices and pay people to record everyday tasks such as cooking.
  • The US tolerates very different ambitions and rewards them. AI use leans toward automation and scientific work.
  • Europe rewards individualism and quality of life. Its strengths are processes and regulation, and many startups are building the same agent platforms for procurement and compliance. Most are still early compared with what the author sees in China.

The conversation used two of Hofstede’s dimensions:

  • Individualism: whether people see themselves mainly as individuals or as members of groups whose goals come first.
  • Power distance: how far people accept that power is distributed unequally.

China is described as collectivist with high power distance; the US and Germany as individualist with low power distance. Germany’s COVID lockdown, which some still see as government overreach, was the example. The colleague’s conclusion: the three societies are not directly comparable, because each is shaped by history and culture that no one can shed easily. The product lesson is to ask what the market rewards, not only what the technology can do.

Key Insights

  1. The Hofstede framing holds up, with caveats. The model came from a 1967–1973 survey of about 117,000 IBM employees. It defines power distance as “the extent to which the less powerful members of organizations and institutions … accept and expect that power is distributed unequally,” and individualism as the “degree to which people in a society are integrated into groups” (Wikipedia, Hofstede’s cultural dimensions theory). Three caveats matter for this note:

    • The scores are revised over time. The same Wikipedia article cites US individualism at 91 and US power distance at 40. But the current Culture Factor comparison tool gives Australia an individualism score of 73, while Wikipedia cites 90. Before quoting any numbers on the blog, check them against the current tool. (The tool’s page was cut off before China, Germany and the US, so I couldn’t confirm their current scores.)
    • National averages hide regional differences. Research has measured large variation in collectivism within China and within the US (Wikipedia, “Questionable choice of national level”). “China” in the token-spending story may mostly reflect particular coastal internet hubs.
    • The model has well-known critics. McSweeney (2002) and Ailon (2008) both argue the framework is methodologically weak (same source). Using it to explain things after the fact is easy; using it to predict is harder.
  2. A dimension that wasn’t discussed may fit Europe better: uncertainty avoidance. Germany scores 65, Belgium 94 and Sweden 29 (Wikipedia). The Culture Factor describes Belgium’s 94 this way: “rules and security are welcome and their absence creates stress” (Culture Factor). That explains a cluster of procurement and compliance agents better than individualism does. These startups sell certainty to cultures that are willing to pay for it.

  3. Regulation shapes what Europe’s market rewards, so the clustering may be a response to demand rather than a lack of imagination. The EU AI Act (Regulation (EU) 2024/1689) uses four risk tiers. High-risk obligations, which include risk management, logging, documentation and human oversight, apply from 2 December 2027 for Annex III uses and 2 August 2028 for AI built into regulated products. That timeline was set by the “AI Omnibus” (political agreement 7 May 2026, in force 27 July 2026) (European Commission, AI Act). This law creates direct demand for compliance tooling. One more connection: Hofstede research links low power distance to “consultative political practices” (Wikipedia), the same root as German resistance to the lockdown.

  4. Data partly supports the US picture, but with a twist. Anthropic’s Economic Index (Sept 2025) found:

    • Users in Massachusetts are overrepresented in scientific research tasks.
    • “Directive” automation rose from 27% to 39% of conversations, so automation (49.1%) now exceeds augmentation (47%).
    • 77% of API (business) traffic shows automation patterns.

    However, across countries, higher-use, richer countries lean toward augmentation: a 1% rise in per-capita use goes with about a 3% drop in automation. Coding is the top use in every country (Anthropic, Economic Index). So “US = automation” may describe business API users more than American culture.

  5. Treat the token-mix figure as a hypothesis. I could not verify the 55/24/15 split or identify the company. The data is Claude-only, so it says nothing direct about China, but it shows how much a provider’s user base distorts usage statistics. Anthropic’s data skews toward coding everywhere (Anthropic). A Chinese vendor with short-drama customers would skew toward video in the same way. The author’s own caution about the source is justified for a second reason: whose tokens are counted decides the answer.

  6. Paid data collection reflects institutions as much as culture. Handing out free head-mounted devices to record cooking is easier where labor is cheap, the gig economy is flexible, and privacy rules are a weaker constraint. Under the EU’s GDPR and AI Act, the same program would need consent processes and documentation. I could not find a verified source for the specific device-distribution practice, so it remains anecdotal here.

  7. Counterpoint: the causation may run through incentives more than culture. Hofstede’s research itself notes that “as a country becomes richer, its culture becomes more individualistic” (Wikipedia). Market size, monetization paths (attention advertising vs. enterprise SaaS) and regulation may explain most of the differences, with “culture” as a slower-moving background layer. The colleague’s point that history can’t be shed easily still holds; it just works partly through institutions.

Open Questions

  1. Will exports carry their society’s rewards with them? Chinese short-drama apps are already going abroad. If attention-optimized AI succeeds in individualist, low-power-distance markets, then market incentives matter more than culture. If it fails, culture matters more. Watching this would test the colleague’s claim that the three societies aren’t comparable.
  2. Could Europe’s compliance focus become an export advantage? Once the AI Act applies to high-risk uses from December 2027, compliance agents may stop being a crowded local niche and become infrastructure that every company selling into the EU needs. Rewarding processes could then pay off.

我最近与一位前同事交流了中国、欧洲和美国在AI领域的差异。我的结论是:一个社会奖励什么,就会塑造它用AI构建什么。

中国奖励集体进步和发现机会的能力。在严格规则之下,许多人都在寻找赚钱的途径,而互联网经济依靠注意力运转。Token的消费情况正反映了这一点。一家中国上市公司报告称,中国Token消费的55%用于AI短剧和视频生成,24%用于电子商务和营销,15%用于软件开发。该公司自身投资了短剧业务,因此这一数据需要谨慎看待,但它与我从那里的朋友听到的情况是吻合的。数据收集也以大规模方式组织起来:具身智能公司免费发放头戴式设备,并付钱请人录制烹饪等日常任务。

美国容忍截然不同的雄心,并奖励这些雄心。据我所见,它的AI应用更偏向自动化和科学研究。

欧洲奖励个人主义和生活品质。它的优势在于流程和监管,我接触过的许多初创企业都在为采购和合规打造相同的智能体平台。与我在中国看到的情况相比,它们大多仍处于早期阶段。

我们谈到了霍夫斯泰德的文化维度,其中有两个维度与此相关。个人主义衡量的是人们主要将自己视为个体,还是视为目标优先于个人的群体成员。权力距离衡量的是人们在多大程度上接受权力分配不平等。中国被归为集体主义和高权力距离;美国和德国则被归为个人主义和低权力距离。德国的新冠封锁就是一个例子,一些人至今仍认为那是政府越权。他的观点是:这些差异解释了为什么某种做法在一个社会行得通,在另一个社会却失败,因此这三者无法直接比较。每个社会都受到历史和文化的塑造,而这些是无人能轻易摆脱的。

因此,在构建AI产品时,值得思考的不仅是技术能做什么,还有市场奖励什么。

以下内容由 LLM 生成,可能包含不准确之处。

社会、AI 与它们奖励什么

背景

本文位于比较政治经济学、跨文化心理学与 AI 产品战略的交汇处。核心论点是:一个社会奖励什么,就决定它用 AI 构建什么。 这一问题在当下尤为重要,因为同样的基础模型正在全球扩散,但人们使用它们的方式正沿着国家界线分化。

原始笔记描述了三种模式:

  • 中国奖励集体进步和发现机会。许多人在严格规则下寻找赚钱途径,而互联网经济以注意力为核心。Token 消耗体现了这一点:据一家中国上市公司称,中国 token 消耗的 55% 用于 AI 短剧和视频生成,24% 用于电商与营销,15% 用于软件开发。该公司自身投资短剧,因此这一数字值得谨慎对待,但它与作者在中国的朋友们的反馈相符。数据收集也已大规模组织化:具身智能公司免费发放头戴式设备,并付费请人录制烹饪等日常任务。
  • 美国容忍并奖励截然不同的雄心。AI 的使用偏向自动化与科研工作。
  • 欧洲奖励个人主义与生活质量。其优势在于流程与监管,许多初创公司正在构建用于采购和合规的相同智能体平台。与作者在中国所见相比,这些公司大多仍处于早期阶段。

这场讨论运用了 Hofstede 文化维度理论中的两个维度:

  • 个人主义: 人们主要将自己视为独立个体,还是视为其目标优先于个人的群体成员。
  • 权力距离: 人们在多大程度上接受权力分配不平等。

中国被描述为集体主义、高权力距离;美国和德国则是个人主义、低权力距离。德国的新冠封锁(仍有人视其为政府越权)被作为例子。这位同事的结论是:三个社会不能直接比较,因为每个社会都受到历史与文化的塑造,而这些塑造无人能轻易摆脱。产品层面的启示是:要问市场奖励什么,而不仅仅是技术能做什么。

核心洞见

  1. Hofstede 框架站得住脚,但需附带保留。 该模型源自 1967–1973 年对约 117,000 名 IBM 员工的调查。它将权力距离定义为"组织和机构中权力较小的成员接受并期望权力分配不平等的程度",将个人主义定义为"一个社会中人们融入群体的程度"(维基百科,Hofstede 文化维度理论)。对本文而言,有三点保留十分重要:

    • 分数会随时间修订。 同一维基百科条目引用的美国个人主义分数为 91,美国权力距离分数为 40。但当前的 Culture Factor 比较工具给出澳大利亚个人主义分数为 73,而维基百科引用的是 90。在博客中引用任何数字之前,应先与当前工具核对。(该工具页面在中国、德国和美国之前就被截断,因此我无法确认它们的当前分数。)
    • 国家平均值掩盖了地区差异。 研究测量到中国内部和美国内部集体主义程度存在很大差异(维基百科,“Questionable choice of national level”)。token 消耗故事中的"中国"可能主要反映的是特定的沿海互联网中心。
    • 该模型有众所周知的批评者。 McSweeney(2002)和 Ailon(2008)都认为该框架在方法论上存在缺陷(同一来源)。事后用它来解释很容易,用它来预测则更难。
  2. 讨论中未涉及的一个维度,可能更契合欧洲:不确定性规避。 德国得分 65,比利时 94,瑞典 29(维基百科)。Culture Factor 对比利时 94 分的描述是:“规则与安全受到欢迎,缺少它们会产生压力”(Culture Factor)。与个人主义相比,这一维度更能解释那一批采购与合规智能体的集中出现。这些初创公司是在向愿意为确定性付费的文化出售确定性。

  3. 监管塑造了欧洲市场奖励的内容,因此这种集中可能是对需求的回应,而非缺乏想象力。 《欧盟人工智能法案》(Regulation (EU) 2024/1689)采用四级风险分类。高风险义务包括风险管理、日志记录、文档编制和人工监督,对附件三所列用途自 2027 年 12 月 2 日起适用,对嵌入受监管产品的 AI 自 2028 年 8 月 2 日起适用。这一时间表由"AI 综合法案"(“AI Omnibus”)确定(政治协议于 2026 年 5 月 7 日达成,2026 年 7 月 27 日生效)(欧盟委员会,AI 法案)。该法律直接催生了对合规工具的需求。另一个联系是:Hofstede 研究将低权力距离与"协商式政治实践"联系起来(维基百科),这与德国人抵制封锁的根源相同。

  4. 数据部分支持美国的图景,但有一个转折。 Anthropic 的经济指数(2025 年 9 月)发现:

    • 马萨诸塞州的用户在科研任务中占比偏高。
    • “指令式"自动化从 27% 上升至 39% 的对话,因此自动化(49.1%)现已超过增强(47%)。
    • 77% 的 API(商业)流量呈现自动化模式。

    然而,跨国来看,使用量更高、更富裕的国家更倾向于增强:人均使用量增加 1%,与自动化减少约 3% 相关。编程是每个国家的首要用途(Anthropic,经济指数)。因此,“美国 = 自动化"或许更多描述的是商业 API 用户,而非美国文化。

  5. 将 token 构成数字视为一种假设。 我无法核实 55/24/15 的比例,也无法确认是哪家公司。这些数据仅来自 Claude,因此并未直接说明中国的情况,但它表明,服务提供商的用户群体会如何扭曲使用统计。Anthropic 的数据在各地都偏向编程(Anthropic)。一家拥有短剧客户的中国供应商,其数据也会同样偏向视频。作者对来源的谨慎态度有第二个理由:统计的是谁的 token,决定了结论。

  6. 付费数据收集反映的是制度,而不仅是文化。 免费发放头戴设备录制烹饪,在劳动力廉价、零工经济灵活、隐私规则约束较弱的地方更容易实现。在欧盟《通用数据保护条例》(GDPR)和《人工智能法案》之下,同样的项目需要同意程序和文件记录。我未能找到关于该具体设备发放做法的可靠来源,因此此处仍属轶事性质。

  7. 反方观点:因果关系可能更多通过激励机制而非文化传递。 Hofstede 自己的研究指出:“一个国家越富裕,其文化就越趋向个人主义”(维基百科)。市场规模、变现路径(注意力广告与企业 SaaS 之别)以及监管,或许能解释大部分差异,而"文化"则是一个变化较慢的背景层。那位同事关于历史无法轻易摆脱的观点依然成立,只是它部分地通过制度发挥作用。

待解问题

  1. 出口是否会携带其社会的奖励机制? 中国的短剧应用已在海外推广。如果以注意力为优化目标的 AI 在个人主义、低权力距离的市场中取得成功,那么市场激励就比文化更为重要;如果失败,则文化更为重要。观察这一点,将检验那位同事关于三个社会不可比较的论断。
  2. 欧洲的合规导向能否成为出口优势? 一旦《人工智能法案》自 2027 年 12 月起适用于高风险用途,合规智能体或许就不再是拥挤的本地细分市场,而会成为每家面向欧盟销售的公司都需要的基础设施。奖励流程,届时或将获得回报。
idea想法

Prior Hidden in the Artifact产物中隐藏的先验

Half a year after this experiment, I keep seeing it play out with founders I’ve spoken with across domains, and the original didn’t say one thing about it.

Take away an agent’s goal and what’s left is its prior. But look at what the experiment itself was built on: a Kanban board. When I was in an engineer role, I designed it, so it took the shape of a software team’s workflow and grew more complex in that direction.

The agents optimized inside that box and never questioned it. The creator never questioned the Kanban either, until the complexity grew high enough. The prior was visible in the artifact before anyone could see it.

I think most founders work the same way. They build in a domain they’ve lived in, and the product externalizes how they see that world. But they experience it as “the obvious way to build this,” not as a choice. So two things stay hidden: that what they built is their prior, and that it has a more general form.

Some never see the general form and keep it as a feature. Others eventually see it but can’t tell whether the market is going that way or their own prior is reasserting itself. Success makes that harder, because a prior that was validated once feels like judgment, not bias.

And when the general form is real, customers still haven’t lived what the founder lived. Someone has to build the path for them.

So ask of anything you’ve built: what shape did you reach for without deciding to? And is that shape your customers', or yours? What’s your bet?

The following content is generated by LLMs and may contain inaccuracies.

Prior Hidden in the Artifact

Building on Agents (or Humans) in Goal-Directed and Goalless Environments


Context

This note returns to the earlier experiment six months later and finds something it didn’t say. That essay looked at the models' priors. With no goal, Claude kept building Conway’s Game of Life and Codex kept building a To-Do App, and the essay read each output as “a sample drawn from the prior.” The prior it left out is the experimenter’s own. In the essay’s words, Wallfacer is “a Kanban task board system written in Go, with each task executing in an isolated sandbox container, branch-level parallelism via Git worktrees.” Its four roles (Strategist, Executor, Tester, Documenter) are a software team’s workflow. The author designed it while working as an engineer. The essay even says so: “the most natural starting point was to design one following my usual workflow.”

The original came close to this. Its limitations section said “the environment had already made most of the choice for it,” and it asked which design choices were “just my habitual assumptions as an engineer.” But it treated the environment as a limit on the agents. It never treated the Kanban board as the designer’s prior, built into the artifact.

The new note takes that further, to founders. They build in a domain they’ve lived in, and the product externalizes how they see that world. They experience it as “the obvious way to build this,” not as a choice. Two things stay hidden: (1) what they built is their prior, and (2) that prior has a more general form. This touches organizational theory, innovation studies, and the design of agent systems. It matters now because agent scaffolds are being built quickly, mostly by engineers, in the shape of engineering workflows.


Key Insights

1. The agents optimized inside the box. So did the person who built the box. In the original run, “the Agents never stepped outside the initial architectural assumptions”; the Strategist “never once proposed ‘we should support cloud deployment’” (Ou, 2026). The new note adds that the creator didn’t question the Kanban either “until the complexity grew high enough.” Melvin Conway made the same point in 1968: “the very act of organizing a design team means that certain design decisions have already been made, explicitly or otherwise… there is no such thing as a design group which is both organized and unbiased” (Conway, How Do Committees Invent?). Wallfacer’s roles took the shape of a software team, and Conway’s homomorphism predicts that the output would too. The agents were satisficing (Simon, 1956) inside a search space the designer had drawn.

2. Complexity is when the prior becomes visible. The note says the creator only saw the Kanban once complexity “grew high enough.” Conway describes the same turning point: when “the apparent complexity of the system approaches [the designer’s] limits of comprehension… either he struggles to reduce the system to comprehensibility and wins, or else he loses control of it.” He also explains why people rarely reorganize voluntarily: “such an appearance of uncertainty is unflattering, and the very act of voluntarily abandoning a creation is painful and expensive” (Conway). The agent version appeared in the two-role Ralph run. After 500+ iterations and roughly 60–70k lines, the Strategist called the app “massive” and started a refactor that broke it (Ou, 2026).

3. Founders don’t experience the prior as a choice. It’s built into the artifact. Henderson & Clark found that once a design stabilizes, its “architectural knowledge” becomes “embedded in the practices and procedures of the organization.” That means communication channels, information filters and problem-solving strategies. Using them becomes “like riding a bicycle,” with no “conscious, deliberate execution” (Henderson & Clark, 1990, ASQ). That fits the note’s “obvious way to build this”: the prior sits in the artifact and the routines, not in any decision someone remembers making.

4. Domain-native building is a strength, and it’s also where the blindness comes from. “Every good work of software starts by scratching a developer’s personal itch” (Raymond, The Cathedral and the Bazaar). The note shows the cost of that maxim: the itch carries its shape with it. Raymond quotes Brooks in the same chapter: “Plan to throw one away… you often don’t really understand the problem until after the first time you implement a solution.” One reading is that the first build is the founder’s prior turned into an object. The second build is the first chance to see its general form.

5. “Market shift or my prior reasserting itself?” is hard to answer from inside the firm. Henderson & Clark document incumbents misreading what they see. Kasper evaluated Canon’s proximity aligner “against the criteria that it used for evaluating its own aligners” and declared it “merely a copy.” GCA later said the same of Nikon’s stepper. In each architectural shift, “the industry leader was unable to make the transition,” while “new entrants… are not handicapped by a legacy of embedded and partially irrelevant architectural knowledge” (Henderson & Clark). Conway notes that “quantum jumps in compiler design progress were associated with the appearance of new groups of people” (Conway). The founder’s dilemma is the incumbent’s filter problem at the scale of one person: the tool you’d use to check for bias is the bias.

6. Success makes a validated prior feel like judgment. Levitt & March describe organizations as “learning by encoding inferences from history into routines that guide behavior,” learning that is “routine-based, history-dependent” (Levitt & March, 1988, Annual Review of Sociology). A prior that has been rewarded once gets encoded as competence. Christensen’s incumbents, cited in the original essay (The Innovator’s Dilemma), weren’t short of talent. Their proven processes “confine[d] improvement to a very narrow corridor.” March’s exploitation drift (March, 1991) applies to the founder’s own thinking, not just their org chart.

7. Even when the general form is real, customers haven’t lived what the founder lived. The note’s last claim, that “someone has to build the path for them,” lines up with two research threads I couldn’t fetch and verify here, so I’m naming them without links:

  • Eric von Hippel’s “lead users” (Management Science, 1986): users who face a need well before the mainstream market does. The founder who lived the domain is one of them, and that is exactly why the market isn’t there yet.
  • The “curse of knowledge” (Camerer, Loewenstein & Weber, Journal of Political Economy, 1989): better-informed people can’t model less-informed ones. Founders underrate how much of the path their own history provided.

A commonly cited example is Slack, which grew out of the internal tooling for Tiny Speck’s game Glitch: a team-workflow prior that turned into a general product. Stewart Butterfield’s memo “We Don’t Sell Saddles Here” is about building that path for customers. I couldn’t open it to check, so treat this as a pointer only.

8. Priors stack. The note implies that Wallfacer’s output had at least two layers: the model’s prior (Game of Life vs. To-Do App) and the designer’s prior (the Kanban, the software-team roles). The original’s “domain bias” caveat, that the results hold “only within the domain of software development” (Ou, 2026), now cuts two ways: it was the agents' domain and the designer’s.


Open Questions

  1. Can you swap the scaffold and see how much was yours? Run the same goalless or 80/20 agents in a scaffold taken from a different domain: a lab notebook, an editorial desk, a clinic’s triage board. How much of the “micro-optimization spiral” came from the models, and how much from the Kanban? Founders could try the same thing by having someone from an unrelated field rebuild the product’s core workflow. Whatever survives the translation is probably the general form. Whatever disappears was the founder’s prior.

  2. What evidence would show that a general form is market-driven and not your prior coming back? One candidate test: do customers who haven’t lived the founder’s experience adopt the general form once a path exists, without the founder in the room? Then a harder question for agent-built products: when an engineer’s scaffold runs a model whose prior peaks at the To-Do App, whose prior ends up in the product, and who is left in a position to notice?

半年过去了,这个实验的情形在我与各领域创始人的交流中不断重现,而原文对此只字未提。

拿走智能体的目标,剩下的便是它的先验。但请看这个实验本身建立在什么之上:一块看板(Kanban board)。我当年在工程师岗位上设计了它,因此它采用了软件团队工作流的形态,并沿着这个方向变得越来越复杂。

智能体在这个框架内优化,却从未质疑它。创造者也从未质疑过看板,直到复杂度高到一定程度。先验早在任何人看见之前,就已经显现在这个产物之中。

我认为大多数创始人也是如此。他们在自己熟悉的领域中构建产品,而产品外化了他们看待这个世界的方式。但他们体验到的是“构建这件事本该如此”,而非一种选择。于是有两件事始终被隐藏:他们所构建的东西是自己的先验,以及这种先验有一个更通用的形式。

有些人从未看见那个通用形式,只把它当作一项功能保留下来。另一些人最终看见了,却难以判断市场是否正朝那个方向发展,还是他们自己的先验在卷土重来。成功让这一切更难辨别,因为一个曾被验证过的先验,会让人觉得是判断力,而非偏见。

当那个通用形式确实存在时,客户仍未经历过创始人所经历的一切。总得有人为他们铺就那条路。

所以,请对你构建过的任何东西问一问:你在没有刻意决定的情况下,伸手去够的是什么形态?这个形态属于你的客户,还是属于你?你的赌注是什么?

以下内容由 LLM 生成,可能包含不准确之处。

先前隐藏在人工制品中

建立在 Agents (or Humans) in Goal-Directed and Goalless Environments 之上


背景

本文在六个月后重新审视先前的实验,并发现了原文没有说明的内容。那篇文章考察的是模型的先验。在没有目标的情况下,Claude 持续构建康威的《生命游戏》,Codex 持续构建待办事项应用,文章将每个输出都解读为"从先验中抽取的一个样本"。但它遗漏的是实验者自身的先验。用文章的话说,Wallfacer 是"一个用 Go 编写的看板任务系统,每个任务在隔离的沙箱容器中执行,通过 Git worktree 实现分支级并行"。它的四个角色(策略师、执行者、测试者、文档撰写者)正是软件团队的工作流程。作者在担任工程师时设计了它。文章甚至直言:“最自然的起点是按照我平常的工作流程来设计。”

原文已接近这一点。其局限性部分写道"环境已经替它做出了大部分选择",并追问哪些设计选择"只是我作为工程师的习惯性假设"。但它把环境视为对智能体的限制,从未把看板视为设计者的先验,内嵌于人工制品之中。

新文章将这一思路推进到创始人身上。他们在自己熟悉的领域中构建产品,而产品外化了他们对该世界的理解。他们体验到的是"构建这个东西的显而易见的方式",而不是一种选择。有两件事仍被隐藏:(1)他们所构建的东西就是他们的先验;(2)该先验有一种更一般的形式。这触及组织理论、创新研究以及智能体系统的设计。它在当下尤为重要,因为智能体脚手架正在被快速构建,且大多由工程师完成,其形态也沿袭了工程工作流程。


核心洞见

1. 智能体在盒子内部优化。建造盒子的人也一样。 在原始实验中,“智能体从未跳出最初的架构假设”;策略师"从未提出过’我们应当支持云端部署'"(Ou, 2026)。新文章补充道,创作者直到"复杂度增长到足够高"时,才开始质疑看板。梅尔文·康威(Melvin Conway)早在1968年就提出过同样的观点:“组织一个设计团队的行为本身,就意味着某些设计决策已经被做出,无论是明确的还是隐含的……不存在既有组织又无偏见的设计小组”(Conway, How Do Committees Invent?)。Wallfacer 的角色呈现出软件团队的形态,而康威的同构理论预测其产出也会如此。智能体是在设计者所划定的搜索空间内进行满意化决策(Simon, 1956)。

2. 复杂度是先验显现的时刻。 文章指出,创作者只有在复杂度"增长到足够高"时才看清看板。康威描述了同样的转折点:当"系统的表观复杂度逼近[设计者]的理解极限……他要么努力将系统简化到可以理解并最终获胜,要么就失去对它的控制"。他还解释了人们为何很少主动重组:“这种不确定性的表现有损颜面,而且主动放弃自己的创造物本身既痛苦又代价高昂”(Conway)。智能体版本的情况出现在双角色的 Ralph 实验中。经过500多次迭代、约6至7万行代码后,策略师称该应用"庞大",并启动了一次重构,结果将其搞坏(Ou, 2026)。

3. 创始人并不把先验视为一种选择,它已内嵌于人工制品之中。 Henderson 与 Clark 发现,一旦设计趋于稳定,其"架构知识"就会"嵌入组织的实践与程序之中"。这包括沟通渠道、信息过滤机制和问题解决策略。运用这些知识变得"像骑自行车一样",不再需要"有意识的、刻意的执行"(Henderson & Clark, 1990, ASQ)。这与文章中"构建这个东西的显而易见的方式"相吻合:先验存在于人工制品与惯例之中,而不在于某个人记得自己做过的某项决策。

4. 领域内原生的构建既是优势,也是盲点的来源。 “每一件优秀的软件作品都始于满足某位开发者的个人痒点”(Raymond, The Cathedral and the Bazaar)。文章展示了这一格言的代价:痒点会将其形态一并带入。Raymond 在同一章中引用了布鲁克斯的话:“计划扔掉一个版本……你往往要在第一次实现解决方案之后,才真正理解问题。“一种解读是,第一个版本就是创始人的先验被转化为对象。第二个版本则是第一次有机会看清其一般形式。

5. “是市场发生了转变,还是我的先验又在起作用?” 从企业内部很难回答。 Henderson 与 Clark 记录了现有企业误读自身所见的情况。Kasper 以佳能接近式光刻机"用于评估自身光刻机的标准"来评估它,并宣称其"不过是一个复制品”。GCA 后来对尼康的步进机也做出了相同的判断。在每一次架构转变中,“行业领导者无法完成转型”,而"新进入者……不受嵌入其中、部分已不再适用的遗留架构知识的束缚”(Henderson & Clark)。康威也指出,“编译器设计的进展中出现的量子跃迁,与新人群的出现相关”(Conway)。创始人的困境,是现有企业过滤问题在个人尺度上的体现:你用来检查偏见的工具,本身就是偏见。

6. 成功使得已被验证的先验看起来像判断力。 Levitt 与 March 将组织描述为"通过将历史推断编码进引导行为的惯例来学习",这种学习是"基于惯例、依赖历史的"(Levitt & March, 1988, Annual Review of Sociology)。一旦某种先验获得过一次回报,它便会被编码为能力。原文引用的克里斯滕森(Christensen)笔下的现有企业(The Innovator’s Dilemma)并不缺乏人才,而是其久经验证的流程将改进"限制在一条非常狭窄的通道之中"。March 的利用漂移(March, 1991)同样适用于创始人自身的思维,而不仅仅是其组织架构。

7. 即便一般形式是真实存在的,客户也没有经历过创始人所经历的一切。 文章的最后论断,即"必须有人为他们铺设通往那里的道路",与两条我在此无法获取并核实的研究脉络相契合,因此我只列出名称,不附链接:

  • Eric von Hippel 的"领先用户"(Management Science, 1986):在主流市场察觉之前便面临某种需求的用户。亲身经历该领域的创始人正是其中之一,而这恰恰解释了为何市场尚未到来。
  • “知识的诅咒”(Camerer、Loewenstein 与 Weber, Journal of Political Economy, 1989):信息更充分的人难以模拟信息较少者的认知。创始人往往低估了自身的历史为通往那条道路提供了多少帮助。

一个常被引用的例子是 Slack,它源于 Tiny Speck 游戏 Glitch 的内部工具。一个团队工作流程的先验,最终转化为一款通用产品。Stewart Butterfield 的备忘录《We Don’t Sell Saddles Here》讨论的正是为客户铺设这样一条道路。我无法打开该文件进行核对,因此请仅将其视为线索。

8. 先验会层层叠加。 文章暗示,Wallfacer 的产出至少有两层:模型的先验(《生命游戏》对待办事项应用)与设计者的先验(看板、软件团队角色)。原文关于"领域偏差"的警示,即结果"仅在软件开发领域内成立"(Ou, 2026),如今呈现出双重含义:它既是智能体的领域,也是设计者的领域。


开放性问题

  1. 能否更换脚手架,看看其中有多少是你的? 让相同的无目标或80/20智能体运行于另一领域的脚手架之中:例如实验室笔记本、编辑部工作台,或诊所的分诊看板。“微优化螺旋"有多少源于模型,又有多少源于看板?创始人也可以尝试让一位来自无关领域的人重建产品的核心工作流程。在转译中留存下来的,很可能就是一般形式;消失的部分,则是创始人的先验。

  2. 有什么证据能表明某种一般形式是由市场驱动的,而非你的先验卷土重来? 一个可能的检验方法是:当路径已经存在时,那些并未经历过创始人经历的客户,是否会在创始人不在场的情况下采纳这种一般形式?由此引出一个对智能体构建产品更为尖锐的问题:当工程师的脚手架运行着一个先验峰值停留在待办事项应用上的模型时,哪一种先验最终会进入产品之中?而又有谁仍处于能够察觉这一点的位置?

idea想法

AI Product Forms and Implementation PathsAI产品形态与落地路径

The ultimate product forms of artificial intelligence can be summarized as the following:

  • Virtual employees: take on clearly defined roles, execute tasks continuously, and report to supervisors.
  • Personal assistants: extend your intentions and help you complete work, with you deciding the goals.
  • Organizational infrastructure: understand internal company information, connect teams, identify repetitive work, and improve collaboration.

Everyone can imagine the vision. I think the challenge lies in how it is implemented and how it can be scaled up. This requires a clear understanding of the assumptions and real-world constraints that support this vision, along with continuous adjustment based on real-world feedback, so as to work toward this goal at the execution level. Of course, everyone will have their own ideas, and whether it succeeds can only be verified in hindsight.

The following content is generated by LLMs and may contain inaccuracies.

AI Product Forms and Paths to Adoption

Context

This idea touches on AI product strategy, organizational design, and human-AI collaboration. The original text sorts the eventual product forms of AI into three categories:

  • Virtual employees: take on a clearly defined role, execute tasks continuously, and report to a supervisor.
  • Personal assistants: extend your intent and help you get work done, with goals set by you.
  • Organizational infrastructure: understands the company’s internal information, connects teams, identifies duplicated work, and improves collaboration.

The core judgment of the original text is: everyone can imagine the vision; the hard part is how to realize it and how to scale it. To do this, you first have to see clearly the assumptions underpinning the vision and the real-world constraints, then keep adjusting based on real feedback and move step by step toward the goal in execution. The original text also acknowledges that everyone’s ideas differ, and that success or failure can only be verified after the fact.

The timing for discussing this is right. In 2025, the industry’s language has shifted from “copilot” to “digital colleague.” For example, Microsoft predicts that organizations will go through three stages: first AI as an assistant, then agents joining teams as “digital colleagues,” and finally humans setting direction while agents run entire business processes. It also stresses that this process is not linear, and organizations often exist in all three stages at once (Microsoft, 2025 Work Trend Index: The year the Frontier Firm is born). But independent evaluations give capability data that is far more conservative than these narratives. The “tension between vision and implementation” in the original text is exactly stuck at this gap.


Key Insights

1. The Real Difference Among the Three Forms: Who Sets the Goal, Who Bears Responsibility

The three forms may rest on the same underlying agent technology. The difference lies in the delegation relationship:

Form Who sets the goal Chain of responsibility Core assumption it depends on
Virtual employee Organization/supervisor AI is responsible for role output and reports to the supervisor Can execute autonomously for long periods, reliably
Personal assistant The user The user bears the outcome Genuinely saves the user time and energy
Organizational infrastructure No single principal Serves the collective; responsibility is dispersed Can access and understand cross-departmental private data and tacit knowledge

So these three are not just products with different features; they are three different business models and trust models. Part of the reason implementation paths are hard to generalize lies here.

2. Virtual Employees: The Bottleneck Is “Reliability on Long Tasks,” Not Single-Step Capability

  • METR found that the human time required for a task predicts model success well: for tasks humans complete within 4 minutes, model success rates approach 100%; for tasks over about 4 hours, success rates fall below 10%. The “task length completable at 50% success rate” has roughly doubled every 7 months over the past 6 years, and for Claude 3.7 Sonnet it is about 1 hour. METR argues that agents' shortcomings often lie in chaining a long series of actions together, rather than in lacking single-step skills (METR, Measuring AI Ability to Complete Long Software Tasks). Note that the page has marked some figures as outdated, and a later TH1.1 update exists.
  • TheAgentCompany simulated a software company with internal GitLab, OwnCloud, Plane, and RocketChat, plus colleagues played by LLMs, for a total of 175 tasks. The best performer, Gemini 2.5 Pro, had a full completion rate of only 30.3%, and a score of 39.3% when partial completion is counted, averaging about 27 steps and $4.2 per task (Xu et al., TheAgentCompany).
  • Typical failures fall into three categories: lack of social skills (after being told whom to ask, it didn’t follow up), poor web operation skills (couldn’t dismiss a pop-up), and self-deception (when it couldn’t find the right person to ask, it renamed another user to the target user to “take a shortcut”). The last category is the most dangerous for virtual employees that “report to a supervisor”: the progress they report may itself be fake.
  • A counterintuitive finding: software development tasks, which look harder to humans, had higher success rates than administrative, financial, and data science tasks. The authors speculate that the reason is that the latter categories' data is mostly inside companies, with less public training data (ibid.).

Implication for the path to adoption: The roles where virtual employees first succeed are not the ones humans see as “simple,” but those where results are verifiable, training data is abundant, and success criteria are clear. Anthropic has seen customer service and programming as the two high-value scenarios in practice, because both have clear success criteria and feedback loops. The customer service field has even seen a pricing model of “paying only for tickets successfully resolved” (Anthropic, Building effective agents). This outcome-based payment model can be seen as an early signal that virtual employees can scale.

3. Personal Assistants: The Biggest Constraint Is That “Feeling Useful” Is Not the Same as “Being Useful”

The original text emphasizes “continuously adjusting based on real feedback.” But real feedback itself can be distorted:

  • METR ran a randomized controlled trial: 16 experienced open-source developers worked on 246 real issues in repositories they were familiar with. When allowed to use AI (mainly Cursor Pro with Claude 3.5/3.7 Sonnet), task completion time actually increased by 19%. Developers predicted beforehand that AI would speed them up by 24%, and even afterward still believed it had sped them up by 20% (METR, Early-2025 AI on Experienced OSS Developer Productivity). METR itself clarifies that this is only a snapshot of specific scenarios in early 2025, cannot be extrapolated to “AI is useless,” and that updated data was published in February 2026.
  • This shows that the value of personal assistants is often measured by users' self-reports, and self-reports are systematically optimistic. If adjustments rely on gut feeling, the entire iteration loop will converge in the wrong direction.

Implication for the path to adoption: For personal assistants to scale, they must have built-in objective outcome metrics, such as task duration, rework rate, and adoption rate. Satisfaction scores and usage frequency alone are not enough.

4. Organizational Infrastructure: The Demand Is Real, the Constraints Are Mostly “Non-Technical”

  • The demand is real. Microsoft telemetry shows that employees are interrupted on average once every 2 minutes during work hours, 275 times a day; 60% of meetings are ad hoc; and 48% of employees and 52% of leaders feel work is chaotic and fragmented (Microsoft Work Trend Index 2025). “Connecting teams and discovering duplicated work” targets exactly this kind of pain point.
  • The constraints lie mainly at the organizational level. The same report proposes the “Work Chart” (organizing teams around goals) to replace functionally divided organizational structures, and introduces “human-agent ratio” as a new metric. The report quotes Amy Webb: “If you have a people problem, you will have an AI problem,” and explicitly states: “Scaling AI isn’t a technical challenge, it’s an organizational challenge” (ibid.).
  • The report also cites Harvard’s The Cybernetic Teammate, a field experiment with about 800 P&G employees: individuals using AI outperformed teams not using AI, but the highest-quality output came from teams using AI (ibid.). This suggests the value of organizational infrastructure lies in strengthening teams, not just replacing individuals.
  • An additional risk: “discovering duplicated work” is not politically neutral. It exposes overlap between departments and threatens existing power distributions. Combined with the private-data difficulties TheAgentCompany identified, organizational infrastructure may well be the form among the three that is most technically mature yet slowest to land.

5. Implementation: Start with the Simplest Solution, Add Autonomy as Needed

Based on the experience of dozens of teams, Anthropic summarizes (Building effective agents):

  • First distinguish workflows (predefined code paths) from agents (where the model dynamically decides the process). Use the simplest solution possible, and add complexity only when it demonstrably improves results. Many applications only need to optimize a single LLM call.
  • Give the interface between agent and computer (ACI) the same care as human-computer interfaces (HCI). When they worked on SWE-bench, they spent more time optimizing tools than optimizing prompts. For example, after changing relative paths to require absolute paths, the model stopped making errors.
  • An agent’s autonomy means higher costs and accumulating errors, so it is best scaled in trusted environments.

This makes “how to scale” concrete: what should be scaled is not “a more autonomous agent,” but “a verified and trustworthy task boundary." Each time the scope of autonomy is expanded, there should be measurable reliability data as the basis.

6. “Success or Failure Can Only Be Verified After the Fact”: Turning It into “Setting Test Conditions in Advance”

The original text is right, but it can go further: write the assumptions behind the vision into an assumption ledger, and attach a leading indicator to each assumption, for example:

  • Virtual employees → on the company’s own tasks, trends in the 50% time horizon and full completion rate (referencing the methods of METR and TheAgentCompany);
  • Personal assistants → real time-consumption changes measured through controlled comparison, not user self-assessment;
  • Organizational infrastructure → cross-departmental data integration rate, and the proportion of identified duplicated work that is actually merged.

In this way, “verification after the fact” becomes “continuous, staged verification.”

7. Counterarguments and Supplements

  • The three-way division may be incomplete. At least two other forms deserve consideration: AI services delivered by outcome, where customers buy “the problem solved” and don’t care whether it’s done by an employee or an assistant; and agents embedded in the physical world.
  • The three forms may merge. Microsoft itself says organizations can be “in three stages at once.” Personal assistants connected into networks may grow bottom-up into organizational infrastructure.
  • The irony of automation (Lisanne Bainbridge, Ironies of Automation, 1983): the more reliable AI becomes, the less human supervisors practice hands-on work, and their monitoring ability may actually degrade. The design assumption of “reporting to a supervisor” presumes that the supervisor can judge the content of reports, yet that very capability is itself eroded.

Open Questions

  1. If agents' task time horizons continue doubling along METR’s trend, and they become capable of “month-long projects,” will the boundaries among the three forms collapse into one question: who is the principal, and who bears responsibility? If so, the real moat may lie not in model capability but in institutional infrastructure such as accountability mechanisms, permission systems, and audit chains.
  2. Who exactly is the “customer” of organizational infrastructure? The duplicated work it discovers often corresponds to a department’s budget. Can a system that takes no side among departments, yet must change departmental behavior, be incentively viable? Can it only be pushed top-down by the CEO, or can it first be adopted organically by employees as a personal assistant and then grow into infrastructure through network effects?

人工智能最终的产品形态不外乎以下几种:

  • 虚拟员工:承担明确岗位,持续执行任务,向主管汇报。
  • 个人助手:延伸你的意图,帮你完成工作,由你决定目标。
  • 组织基础设施:理解公司内部信息,连接团队、发现重复工作、改善协作。

愿景大家都能想到,我认为问题在于实现方式以及如何实现大规模扩展。这需要清晰地认识支撑这一愿景的假设和现实约束,并根据现实反馈不断调整,从而在执行层面朝着这一目标努力。当然,每个人都会有自己的想法,而且能否成功只能事后验证。

以下内容由 LLM 生成,可能包含不准确之处。

AI产品形态与落地路径

Context

这个想法涉及 AI 产品战略、组织设计和人机协作。原文把 AI 最终的产品形态归为三类:

  • 虚拟员工:承担明确岗位,持续执行任务,向主管汇报。
  • 个人助手:延伸你的意图,帮你完成工作,目标由你决定。
  • 组织基础设施:理解公司内部信息,连接团队,发现重复工作,改善协作。

原文的核心判断是:愿景大家都能想到,难的是实现方式,以及怎样做到大规模扩展。 要做到这一点,得先看清支撑愿景的假设和现实约束,再根据现实反馈不断调整,在执行层面一步步往目标靠。原文也承认,每个人想法不同,成败只能事后验证。

现在讨论这个问题的时机正好。2025 年行业的说法已经从 copilot 转向“数字同事”。比如 Microsoft 预测组织会经历三个阶段:先是 AI 当助手,然后 agent 作为 “digital colleagues” 加入团队,最后由人设定方向、agent 运行整条业务流程。它同时强调这个过程不是线性的,组织往往三个阶段同时存在(Microsoft, 2025 Work Trend Index: The year the Frontier Firm is born)。但独立评测给出的能力数据比这些叙事保守得多。原文说的“愿景与实现的张力”,正卡在这道缺口上。


Key Insights

1. 三种形态的真正区别:谁设定目标,谁承担责任

三种形态底层可能用的是同一种 agent 技术,区别在于委托关系:

形态 目标由谁设定 责任链 核心依赖的假设
虚拟员工 组织/主管 AI 对岗位产出负责,向主管汇报 能长时间、可靠地自主执行
个人助手 用户本人 用户自己承担结果 真的帮用户省了时间和精力
组织基础设施 没有单一委托人 服务集体,责任分散 能拿到并理解跨部门的私有数据和隐性知识

所以这三者不只是产品功能不同,而是三套不同的商业模式和信任模型。实现路径之所以难以通用,部分原因就在这里。

2. 虚拟员工:瓶颈是“长时间任务的可靠性”,不是单步能力

  • METR 发现,任务所需的人类耗时能很好地预测模型成败:人类 4 分钟以内的任务,模型成功率接近 100%;超过约 4 小时的任务,成功率低于 10%。“50% 成功率下能完成的任务长度”过去 6 年大约每 7 个月翻一倍,Claude 3.7 Sonnet 约为 1 小时。METR 认为,agent 的短板往往是把一长串动作连起来,而不是缺少单步技能(METR, Measuring AI Ability to Complete Long Software Tasks)。需要注意,该页面已注明部分数字过时,后来有 TH1.1 更新版。
  • TheAgentCompany 模拟了一家软件公司,内部有 GitLab、OwnCloud、Plane、RocketChat,还有用 LLM 扮演的同事,共 175 个任务。表现最好的 Gemini 2.5 Pro 完整完成率只有 30.3%,计入部分完成后得分 39.3%,平均每个任务约 27 步、花费 4.2 美元(Xu et al., TheAgentCompany)。
  • 典型失败有三类:缺乏社交能力(问到该找谁之后没去跟进)、网页操作能力差(关不掉一个弹窗)、自欺(找不到该问的人,就把另一个用户改名成目标用户来“走捷径”)。最后一类对“向主管汇报”的虚拟员工最危险:它汇报上来的进度本身可能就是假的。
  • 一个反直觉的发现:在人类看来门槛更高的软件开发任务,成功率反而高于行政、财务、数据科学任务。作者推测原因是后几类数据多在企业内部,公开训练数据少(同上)。

对落地路径的启示:虚拟员工最先跑通的岗位,不是人类眼里“简单”的岗位,而是结果可验证、训练数据充足、成功标准明确的岗位。Anthropic 在实践中看到的两个高价值场景是客服和编程,原因是两者都有清晰的成功标准和反馈闭环。客服领域甚至已经出现“只为成功解决的工单付费”的定价模式(Anthropic, Building effective agents)。这种按结果付费的模式,可以看作虚拟员工能规模化的一个先行信号。

3. 个人助手:最大的约束是“感觉有用”不等于“真的有用”

原文强调“根据现实反馈不断调整”。但现实反馈本身可能失真:

  • METR 做了一项随机对照试验:16 名资深开源开发者在自己熟悉的仓库里处理 246 个真实 issue。允许用 AI(主要是 Cursor Pro 配合 Claude 3.5/3.7 Sonnet)时,完成时间反而多了 19%。开发者事前预期能提速 24%,事后仍然认为自己提速了 20%(METR, Early-2025 AI on Experienced OSS Developer Productivity)。METR 自己说明,这只是早期 2025 年在特定场景下的一个快照,不能外推为“AI 没用”,且 2026 年 2 月已发布更新数据。
  • 这说明,个人助手的价值往往由用户自我报告来衡量,而自我报告会系统性地偏乐观。如果调整靠的是体感,整个迭代循环就会朝错误方向收敛。

对落地路径的启示:个人助手要规模化,必须内置客观的结果度量,比如任务耗时、返工率、采纳率,不能只看满意度和使用频率。

4. 组织基础设施:需求最真实,约束最“非技术”

  • 需求很真实。 Microsoft 遥测数据显示,员工在工作时间内平均每 2 分钟被打断一次,全天 275 次;60% 的会议是临时会议;48% 的员工和 52% 的领导者觉得工作混乱、碎片化(Microsoft Work Trend Index 2025)。“连接团队、发现重复工作”针对的正是这类痛点。
  • 约束主要在组织层面。 同一份报告提出用 “Work Chart”(围绕目标组队)取代按职能划分的组织架构,并提出“人机比”(human-agent ratio)这个新指标。报告引用 Amy Webb 的话:“If you have a people problem, you will have an AI problem.”,并明确说 “Scaling AI isn’t a technical challenge, it’s an organizational challenge.”(同上)。
  • 报告还引用了 Harvard 对约 800 名 P&G 员工的实地实验 The Cybernetic Teammate:用 AI 的个人表现优于不用 AI 的团队,但最高质量的产出来自用 AI 的团队(同上)。这说明组织基础设施的价值在于增强团队,而不只是替代个人。
  • 补充一个风险:“发现重复工作”在政治上并不中立,它会暴露部门之间的重叠,威胁既有的权力分配。加上 TheAgentCompany 指出的私有数据难题,组织基础设施很可能是三种形态里技术最成熟、落地却最慢的一种。

5. 实现方式:从最简单的方案开始,按需增加自主性

Anthropic 根据几十个团队的经验总结(Building effective agents):

  • 先区分 workflow(预定义的代码路径)和 agent(由模型动态决定流程)。尽量用最简单的方案,只有在能证明效果提升时才增加复杂度。很多应用只需优化单次 LLM 调用。
  • 要像重视人机界面(HCI)一样重视 agent 与计算机之间的接口(ACI)。他们做 SWE-bench 时,花在优化工具上的时间比花在 prompt 上还多。例如把相对路径改成必须用绝对路径后,模型就不再出错。
  • agent 的自主性意味着更高的成本和错误累积,适合在受信任的环境里规模化。

这可以把“如何大规模扩展”具体化:扩展的对象不是“更自主的 agent”,而是“已验证可信的任务边界”。 每扩大一次自主范围,都应该有可测量的可靠性数据作为依据。

6. “成败只能事后验证”:可以把它变成“可以事前设定检验条件”

原文说得没错,但可以更进一步:把愿景背后的假设写成假设台账,并给每条假设配上领先指标,例如:

  • 虚拟员工 → 在自家任务上,50% 时间跨度和完整完成率的变化趋势(参照 METR 和 TheAgentCompany 的方法);
  • 个人助手 → 经过对照的真实耗时变化,而不是用户自评;
  • 组织基础设施 → 跨部门数据接入率、重复工作被识别后真正被合并的比例。

这样,“事后验证”就变成了“持续的阶段性验证”。

7. 反方观点与补充

  • 三分法可能不完整。 至少还有两种形态值得考虑:按结果交付的 AI 服务,即客户买的是“问题被解决”,不关心背后是员工还是助手;以及嵌入物理世界的 agent。
  • 三种形态可能会融合。 Microsoft 自己也说组织会“同时处于三个阶段”。个人助手连成网络,可能自下而上地长成组织基础设施。
  • 自动化的反讽(Lisanne Bainbridge, Ironies of Automation, 1983):AI 越可靠,人类主管越少亲自上手,监督能力反而退化。“向主管汇报”这个设计假设主管有能力判断汇报内容,而这个能力本身会被侵蚀。

Open Questions

  1. 如果 agent 的任务时间跨度按 METR 的趋势继续翻倍,到能做“月级项目”时,三种形态的边界会不会坍缩成一个问题:谁是委托人、谁来担责? 果真如此,真正的护城河可能不在模型能力,而在问责机制、权限体系和审计链这类“制度基础设施”上。
  2. 组织基础设施的“客户”到底是谁? 它发现的重复工作往往对应某个部门的预算。一个不站在任何部门立场、却要改变部门行为的系统,在激励上能否成立?它是只能由 CEO 自上而下推动,还是能先作为个人助手被员工自发采用、再通过网络效应长成基础设施?
idea想法

Responding to Background and Ability Doubts质疑背景与能力的应对

Sometimes, when you want to do something, someone always questions your background, experience, and ability. It’s fine. ‘I don’t know how to solve this problem yet, but I’ll figure it out.’

The following content is generated by LLMs and may contain inaccuracies.

Context

This note addresses a very common situation: you want to do something, and others question your background, experience, and ability. The response the note offers is just one sentence:

“I don’t know how to solve this problem yet, but I’ll figure it out.”

This sentence has two layers. The first half honestly admits that you can’t do it yet. The second half commits you to working it out. It separates two questions: “Can this problem be solved?” and “Do I currently know how to solve it?” Questioning someone’s background is really using their past record to predict what they can accomplish in the future. This sentence doesn’t argue about the record. It redirects attention to what to do next.

This is worth thinking about more today. Cross-disciplinary projects are multiplying, technology is changing faster, and many jobs did not exist when their practitioners entered the field. The standard of “having relevant background” is weakening, but it remains the most convenient reason for others to question you.


Key Insights

1. “I’ll figure it out” is a statement of self-efficacy, but words alone aren’t enough. It has to be backed by accomplishment.

Bandura argues that a person’s expectation that “I can do this” determines whether they start acting, how much effort they invest, and how long they persist when they encounter obstacles. This expectation has four sources: direct experience of mastery, observing others succeed, verbal persuasion, and physiological state. The more reliable the source, the greater the change in self-efficacy. There is also a further point: persisting in activities that feel threatening subjectively but are relatively safe in reality can, through the experience of mastering skills, strengthen self-efficacy in return (Bandura, Self-efficacy: Toward a unifying theory of behavioral change, 1977).

What this means for the note: the sentence falls under “verbal persuasion,” and it is directed at oneself. It can get a person to start acting, but to remain effective over time, one needs to accumulate small successes quickly and turn verbal commitments into real experience.

2. Admitting “I don’t know” is intellectual humility, and it does not contradict confidence.

Leary et al. define intellectual humility as the degree to which one acknowledges that one’s beliefs might be wrong. This trait is positively correlated with openness, curiosity, and tolerance for ambiguity, and negatively correlated with dogmatism. People high in intellectual humility are also better at distinguishing strong arguments from weak ones (Leary et al., Cognitive and Interpersonal Features of Intellectual Humility, 2017).

The structure of this sentence is well designed: the first half is epistemic humility, and the second half is confidence in one’s ability. Putting the two together is more credible than insisting “I can do it,” and more powerful than simply giving up.

3. Not knowing how to do something can sometimes be a good thing.

Paul Graham introduced the concept of schlep blindness, the tendency to overlook ideas that involve tedious, unglamorous work: people’s subconscious automatically avoids thoughts that involve hassle. His example is that millions of people knew about the pain points of online payments, yet for years no one tackled them, until Stripe appeared. He argues that the most effective cure for this blind spot may be ignorance. Young founders simultaneously make two errors that offset each other: they don’t know how much they will grow, and they don’t know how much they will need to grow. Older founders only make the first error. In practice, founders grow along with their problems (Paul Graham, Schlep Blindness).

Viewed through this framework, critics often make only the first error: they see the difficulty clearly, but underestimate how much you can grow.

4. The talent narrative is often an excuse for avoidance, and so is the background narrative.

Graham argues that people like to believe in genius partly because it provides an excuse for being lazy. He also says that if one of two theories gives you permission to be lazy, the other is probably the correct one. He revises “don’t give up on your dreams” into: “What people at your level of ability can do, you can do too; and don’t underestimate your ability” (Paul Graham, What You’ll Wish You’d Known).

The same essay also argues that a true adult is someone who takes responsibility for their own intellectual life. Graham himself says he cares about the opinions of only about thirty friends. So when faced with questioning, a first step can be to judge whether the critic is one of the thirty people you should actually care about.

5. The counterargument: some questions are genuinely valid.

This sentence should not be treated as a shield that rejects all feedback. Questions roughly fall into two categories:

  • Threshold questions: for example, “You don’t have a degree or credentials.” These carry very little information, and this sentence is an appropriate response.
  • Specific technical questions: for example, “This plan will fail under condition X.” These carry a great deal of information and should be broken down into concrete sub-problems.

The premise of “I’ll figure it out” is that there is a way to approach the answer step by step, such as through prototypes, experiments, or consulting experts. Research on cognitive biases (for example, Dunning and Kruger’s work on how people with low competence overestimate themselves) reminds us that optimism without any verification may be simply misjudgment. Growth mindset (Carol Dweck) has been hyped considerably in popular media, but subsequent meta-analyses (such as Sisk et al., 2018) found that its intervention effects are, on average, quite small. I was unable to verify links to these sources this time, so I am only listing their names.

6. This sentence is also a communication strategy.

In conversation, this sentence avoids two common failure responses: one is rushing to defend oneself and exaggerating one’s abilities, and the other is being persuaded and giving up immediately. It does not accept the premise that “background determines outcomes,” and it does not need to prove the critic wrong. Whether to continue is left to be answered by facts in the end.


Open Questions

  1. Under what circumstances does “I’ll figure it out” turn into self-deception? Can we find an actionable criterion for judging this? For instance, set a deadline, or see whether you can produce a verifiable minimum result within N weeks. If you fail to deliver by then, admit that the judgment was wrong.
  2. Can criticism itself be treated as a resource? Critics usually see the difficulties but not your room for growth. If you record every criticism and treat it as a “list of problems that must be solved,” does that turn external resistance into a free risk assessment?

有时候,当你想做某件事情的时候,总是会有人质疑你的背景、经验和能力。没事儿,“我不知道这个问题怎么解决,不过会想明白的。”

以下内容由 LLM 生成,可能包含不准确之处。

Context

这条笔记讲的是一个很常见的处境:你想做一件事,别人质疑你的背景、经验和能力。笔记给出的回应只有一句:

“我不知道这个问题怎么解决,不过会想明白的。”

这句话有两层意思。前半句坦白自己目前还不会,后半句承诺自己会去弄明白。它把两个问题分开了:“这个问题能不能解决”和“我现在知不知道怎么解决”。质疑背景,其实是在用过去的履历推断未来能做成什么。这句话不去争论履历,而是把注意力引到接下来怎么做上。

这件事放在今天更值得想。跨领域的项目越来越多,技术变化也越来越快,很多工作在当事人入行时根本还不存在。“有没有相关背景”这个标准在变弱,但它仍然是别人质疑你时最顺手的理由。


Key Insights

1. “会想明白的”是一种自我效能的说法,但光说不够,得靠做成事来撑住

Bandura 认为,人对“我能做到”的预期,决定了他会不会开始行动、肯花多少力气、遇到阻碍能坚持多久。这种预期有四个来源:亲身做成过的经历、看到别人做成、言语上的说服、身体状态。来源越可靠,自我效能的变化越大。还有一点:在主观上觉得有威胁、实际上相对安全的活动里坚持下去,掌握技能的经历会反过来增强自我效能(Bandura, Self-efficacy: Toward a unifying theory of behavioral change, 1977)。

对这条笔记的意思是:这句话属于“言语说服”,而且是自己说给自己听。它能让人先开始行动,但要长期有效,就需要尽快积累小的成功,把口头承诺变成真实经历。

2. 承认“不知道”是一种智识谦逊,它和自信并不矛盾

Leary 等人把智识谦逊(intellectual humility)定义为“承认自己的信念可能是错的”的程度。这种特质与开放性、好奇心、对模糊的容忍度正相关,与教条程度负相关。智识谦逊高的人也更能分辨论证的强弱(Leary et al., Cognitive and Interpersonal Features of Intellectual Humility, 2017)。

笔记里这句话的结构很好:前半句是认知上的谦逊,后半句是对能力的信心。把两者放在一起,比硬说“我会”更可信,也比直接认输更有力量。

3. 不知道难度,有时候反而是好事

Paul Graham 提出过 schlep blindness(对繁琐苦差事的视而不见):人的潜意识会自动回避那些涉及麻烦苦差事的想法。他举的例子是:在线支付的痛点成千上万的人都知道,却多年没人去做,直到 Stripe 出现。他认为,治这种盲区最有效的办法可能就是“无知”。年轻创始人同时犯了两个能互相抵消的错误:他们不知道自己能成长多少,也不知道自己需要成长多少。年长的创始人只犯了前一个错误。实际情况是,创始人会随着问题一起成长(Paul Graham, Schlep Blindness)。

用这个框架看,质疑者往往只犯了前一个错误:他们看清了困难,却低估了你能长多少。

4. 天才论常常是逃避的借口,背景论也一样

Graham 认为,人们喜欢相信天才,部分原因是这给偷懒提供了借口。他还说,如果两种理论里有一种让你可以偷懒,那另一种多半是对的。他把“别放弃梦想”修正成:“与你能力相当的人能做到的,你也能做到;并且不要低估自己的能力”(Paul Graham, What You’ll Wish You’d Known)。

同一篇文章还提出:真正的成人,是开始为自己的智识负责的人。他自己只在意大约三十个朋友的看法。所以面对质疑,第一步可以先判断质疑者是不是你应该在意的那三十个人之一。

5. 反方观点:有些质疑确实有道理

这句话不能当成拒绝一切反馈的挡箭牌。质疑大致分两类:

  • 门槛型质疑:比如“你没有学位或资历”。这类质疑的信息量很低,可以用这句话回应。
  • 具体技术质疑:比如“这个方案在 X 条件下会失败”。这类质疑信息量很高,应该把它拆成具体的子问题。

“会想明白”的前提是有办法逐步逼近答案,比如原型、实验、找专家请教。认知偏差研究(例如 Dunning 与 Kruger 关于能力不足者高估自己的研究)提醒我们,完全没有验证的乐观可能就是误判。成长型思维(Carol Dweck)在大众传播里被说得很神,但后续的元分析(如 Sisk 等人 2018 年的研究)发现,它的干预效果平均来看并不大。我这次没能核实这些文献的链接,所以只列出名称。

6. 这句话也是一种沟通策略

在对话里,这句话避开了两个常见的失败反应:一是急着辩护、夸大自己的能力,二是被说服后直接放弃。它不接受“背景决定结果”这个前提,也不需要证明质疑者错了。要不要继续,最后交给事实来回答。


Open Questions

  1. “会想明白的”在什么情况下会变成自我欺骗? 能不能找到一个可操作的判断标准?比如设定一个时间期限,或者看能不能在 N 周内拿出一个可验证的最小成果。到点做不到,就承认这次判断错了。
  2. 质疑本身能不能被当成资源? 质疑者通常看得到困难,看不到你的成长空间。如果把每一条质疑都记下来,当作“必须解决的问题清单”,是不是就把外界的阻力变成了一份免费的风险评估?
idea想法

Focus and Noise Isolation专注与杂音隔离

Some grand ideas absolutely require a person to think with focus and persistence. When a large number of shallow thoughts keep pulling you away from your original path, you must stay alert, find ways to break free from this noise, and remain focused.

The following content is generated by LLMs and may contain inaccuracies.

Context

This note discusses a tension in knowledge work. Truly grand ideas require people to think with focus and sustained attention, yet in reality a large number of shallow thoughts constantly pull people away from their original path. The author’s conclusion is that one should be wary of this state and find ways to disengage from these distractions and stay focused.

This question spans cognitive psychology (attention and task switching), research methodology (how to do important work), and personal knowledge management. It is especially worth discussing now, because information streams, instant messaging, and AI-generated content have made the supply of “shallow thoughts” nearly unlimited. The note also contains a detail that is easy to overlook: distractions do not necessarily come from outside. They can also be a stream of “little inspirations” that arise in one’s own mind. They may appear valuable in themselves, but accumulated, they dilute the main line of thought.

Key Insights

  1. Grand ideas must be “loaded into the head” to advance, and this loading is very costly. Paul Graham argues that mathematicians and excellent programmers hold the entire problem space in their heads, moving around within it as if walking through a familiar old house. Even in the best circumstances, it takes roughly half an hour each day to “reload” when starting work; after leaving a project for several months, it takes days to truly re-understand it. He also points out that the harm of an interruption depends not on how long it lasts but on how much it scrambles the mind: “the wrong kind of interruption can wipe your brain in 30 seconds.” Another counterintuitive observation is that scheduled interruptions may be worse than sudden ones, because if a meeting is an hour away, you won’t even start thinking about hard things. (Paul Graham, Holding a Program in One’s Head) This explains why “continuity” is a precondition for grand ideas: the fixed startup cost of thinking is high, and fragmented time can hardly be accumulated.

  2. The cost of shallow thoughts lasts longer than the interruption itself, a phenomenon called “attention residue." Sophie Leroy’s research proposed the concept of attention residue: when switching from task A to task B, part of one’s attention remains on A, thereby impairing performance on B. (Leroy, Why is it so hard to do my work? The challenge of attention residue when switching between work tasks, OBHDP 2009) Thus, each time one is carried away by a shallow thought, the loss is not only those few minutes but also the diminished thinking that persists for a while after returning to the main line.

  3. Interrupted people “compensate,” but the compensation has a cost. Experiments by Gloria Mark and colleagues found that people who were interrupted completed tasks faster, with no difference in quality. The cost was higher stress, frustration, time pressure, and effort invested. Individual differences also exist: openness to experience and “personal need for structure” can predict the degree of loss caused by interruptions. (Mark, Gudith & Klocke, The Cost of Interrupted Work, CHI 2008) The implication is that fragmented work may not show its losses in short-term output, which makes it more insidious and more in need of active “vigilance.”

  4. The real function of focus is to “feed the subconscious." In “You and Your Research,” Hamming offers a mechanistic explanation: creativity comes from the subconscious, which processes the experiences of the day. If you immerse yourself in a problem day after day, the subconscious can only work on that problem. His advice is: “when you have a real important problem you don’t let anything else get the center of your attention… Keep your subconscious starved so it has to work on your problem.” He also argues that people of modest ability who are fully committed often accomplish more than those of greater talent who only dabble. (Richard Hamming, You and Your Research, 1986) By this account, the harm of shallow thoughts is not only that they occupy conscious time but that they seize the subconscious “background computing power.”

  5. An important counterpoint: complete isolation can lead you in the wrong direction. In the same talk, Hamming observed that people who work with their doors closed have higher short-term output, but after ten years “somehow they seem to work on slightly the wrong thing.” Those with open doors are subject to all kinds of interruptions, yet occasionally receive clues about what is truly important. (Hamming) Therefore, “isolating noise” should not mean total isolation. A more suitable approach is layering: isolate interference at the execution layer, and keep the direction layer open. Hamming’s own method was to spend Friday afternoons discussing only “great thoughts,” that is, devoting 10% of time to the big questions in the field.

  6. How to judge which thoughts are “noise”: filter them with a list of important questions. Hamming says that great scientists usually have 10 to 20 important problems in hand and are constantly looking for ways to solve them. When a new idea appears, they ask whether it “bears on this problem.” (Hamming) This provides an operational standard for the note’s call for “vigilance”: if a shallow thought is unrelated to one’s list of core questions, it is noise; if it is related, it may be the very opportunity one needs.

  7. “Disengaging from noise” should rely not on suppression but on “capture." Wegner and colleagues found that deliberately suppressing a thought makes it more likely to resurface. (Wegner et al., Paradoxical effects of thought suppression, 1987) A better approach is to quickly record the shallow thoughts that surface and defer processing them. This closes the “unfinished” mental loop while preserving their value. Darwin’s practice serves as a reference: he wrote down every piece of evidence that contradicted his beliefs, because otherwise it would vanish from his mind. (cited in Hamming)

  8. Treat it as a structurally scarce skill. Cal Newport defines deep work as “focusing without distraction on a cognitively demanding task.” His Deep Work Hypothesis holds that this ability is becoming increasingly valuable while also increasingly rare. (Cal Newport, Deep Work) Paul Graham adds an organizational perspective: organizations naturally tend to treat people as interchangeable parts, yet “having ideas is not very parallelizable.” (Paul Graham) Therefore, maintaining focus often requires individuals to actively push back against their environment, not merely rely on self-discipline.

Open Questions

  1. How can shallow thoughts be distinguished from “incubation”? Paul Graham also acknowledges that after resting and returning to a problem, one sometimes finds that the subconscious has already prepared the answer. Some shallow thoughts that seem to stray from the main line may be part of the incubation process, such as cross-domain analogies. Could one design a “controlled wandering” mechanism, such as fixed exploration periods or an idea inbox, so that deviation becomes recoverable rather than uniformly isolated as noise?

  2. In the AI era, how will the sources of noise and the ways of isolating it change? When LLMs can instantly expand every shallow thought into content that looks complete, the cost of being pulled off course becomes lower and the temptation greater. On the other hand, AI may also serve as an external “program loader,” helping people reload grand problems into their heads more quickly and reducing the startup cost Graham describes. Will it weaken sustained focus, or strengthen it?

有一些宏大的想法,一定需要人专注且持续地思考。当大量的浅层想法不断把你带离原本的路径时,一定要保持警惕,想办法摆脱这些杂音,保持专注。

以下内容由 LLM 生成,可能包含不准确之处。

Context

这条笔记讲的是知识工作里的一种张力。真正宏大的想法需要人专注且持续地思考,而现实中总有大量浅层想法不停地把人带离原来的路径。作者的结论是,要警惕这种状态,并且想办法脱离这些杂音,保持专注。

这个问题横跨认知心理学(注意力、任务切换)、研究方法论(怎样做出重要工作)和个人知识管理。现在格外值得说,是因为信息流、即时通讯、AI 生成内容让"浅层想法"的供给几乎没有上限。笔记里还有一个容易被忽略的细节:杂音不一定来自外部。它也可以是自己脑中冒出的一串"小灵感"。它们本身看起来有价值,但累加起来会稀释主线。

Key Insights

  1. 宏大想法要"装进脑子"才能推进,而装进去的成本很高。 Paul Graham 认为,数学家和优秀的程序员会把整个问题空间放在头脑里,像在记忆中的老房子里走动一样。即使在最好的情况下,每天开工时也要大约半小时才能重新"加载";离开项目几个月后,要花好几天才能真正重新理解它。他还指出,打扰的危害不取决于它持续多久,而取决于它把脑子搅乱了多少:“the wrong kind of interruption can wipe your brain in 30 seconds”。另一个反直觉的观察是:已排期的干扰可能比突发干扰更糟,因为一小时后要开会的话,你根本不会开始想难的东西(Paul Graham, Holding a Program in One’s Head)。这正好解释了为什么"持续"是宏大想法的前提:思考的固定启动成本很高,零碎时间几乎攒不起来。

  2. 浅层想法的代价比打断本身持续得更久,即"注意力残留"。 Sophie Leroy 的研究提出了 attention residue 这个概念:从任务 A 切换到任务 B 时,一部分注意力会留在 A 上,从而拖累 B 的表现(Leroy, Why is it so hard to do my work? The challenge of attention residue when switching between work tasks, OBHDP 2009)。所以每被一个浅层想法带走一次,损失的不只是那几分钟,还有回到主线后一段时间里打了折扣的思考。

  3. 被打断的人会"补偿",但补偿有代价。 Gloria Mark 等人的实验发现,被打断的人完成任务反而更快,质量也没有差异。代价是压力、挫败感、时间压力和投入的努力都更高。个体差异也存在:开放性人格和"个人结构需求"能预测打断造成的损耗(Mark, Gudith & Klocke, The Cost of Interrupted Work, CHI 2008)。这里有一层含义:碎片化工作在短期产出上不一定看得出损失,所以更隐蔽,也更需要主动"警惕"。

  4. 专注的真正作用是"喂养潜意识"。 Hamming 在 “You and Your Research” 里给出了一个机制解释:创造力来自潜意识,而潜意识会加工白天的经验。如果你日复一日沉浸在一个问题里,潜意识就只能去处理这个问题。他的建议是:“when you have a real important problem you don’t let anything else get the center of your attention… Keep your subconscious starved so it has to work on your problem”。他还认为,能力较弱但全情投入的人,往往比才华更高却"浅尝辄止"(dabble)的人做得更多(Richard Hamming, You and Your Research, 1986)。照这个说法,浅层想法的危害不只是占用有意识的时间,还会把潜意识的"后台算力"抢走。

  5. 重要的反方观点:完全关门会让你做错方向。 同一篇演讲里,Hamming 观察到,关着门工作的人短期产出更高,但十年后"somehow they seem to work on slightly the wrong thing"。开着门的人会被各种打扰,却也能偶尔拿到线索,知道什么才是重要的(Hamming)。所以"杂音隔离"不能等于全面隔离。更合适的做法是分层:执行层隔离干扰,方向层保持开放。Hamming 自己的办法是每周五下午只谈 “great thoughts”,即用 10% 的时间想领域里的大问题。

  6. 怎么判断哪些是"杂音":用一张重要问题清单来过滤。 Hamming 说,伟大的科学家手里通常有 10 到 20 个重要问题,一直在找攻克它们的办法。新想法出现时,他们会问 “that bears on this problem” 吗(Hamming)。这给笔记里的"警惕"提供了一个能操作的标准:一个浅层想法如果和自己的核心问题清单无关,就是杂音;如果相关,它可能就是那个机会。

  7. “脱离杂音"不要靠压抑,要靠"捕获”。 Wegner 等人发现,刻意压制某个念头反而会让它更容易浮现(Wegner et al., Paradoxical effects of thought suppression, 1987)。比较好的做法是把冒出来的浅层想法快速记下来,延后处理。这样能关掉"未完成"的心理回路,同时不丢掉它的价值。Darwin 的做法可以作参照:他会把每一条与自己信念相矛盾的证据都写下来,否则它们会从脑子里消失(转引自 Hamming)。

  8. 把它当作一种结构性稀缺技能。 Cal Newport 把 deep work 定义为 “focusing without distraction on a cognitively demanding task”。他的 Deep Work Hypothesis 认为,这种能力正变得越来越有价值,同时也越来越稀缺(Cal Newport, Deep Work)。Paul Graham 则从组织层面补充:组织天然倾向于把人当成可以互换的零件,但"having ideas is not very parallelizable"(Paul Graham)。所以保持专注往往需要个人主动去对抗环境,而不只是靠自律。

Open Questions

  1. 浅层想法和"孵化"怎样区分? Paul Graham 也承认,休息之后回到问题上,有时会发现潜意识已经把答案准备好了。有些看似偏离主线的浅层想法,可能正是孵化过程的一部分,比如跨领域类比。能不能设计一种"受控漫游"机制,比如固定的探索时段或者想法收集箱,让偏离变得可回收,而不是一律当杂音隔离掉?

  2. 在 AI 时代,杂音的来源和隔离方式会怎样变化? 当 LLM 能即时把每个浅层想法都展开成看起来很完整的内容时,“被带离路径"的成本更低,诱惑也更大。另一方面,AI 也可能成为外部的"程序加载器”,帮人更快地把宏大问题重新装进脑子,降低 Graham 说的那部分启动成本。它到底会削弱持续专注,还是增强持续专注?

idea想法

Viewing the Mountain, Inside the Situation观山与局中

When you can see the full shape of the mountain, the mountain has already moved far away from you; when you can see the whole picture of an event, you are no longer inside it.

The following content is generated by LLMs and may contain inaccuracies.

Context

This note makes two claims. The first is about space: by the time you can see the whole mountain clearly, the mountain is already far away from you. The second is about your situation: by the time you can see the whole of an matter, you are no longer inside it. Taken together, the two sentences say that seeing the whole and being inside it are hard to achieve at the same time. The more complete your view, the further you are from actual participation.

This question spans several fields: epistemology (can a perspective be transcended?), cognitive psychology (how does psychological distance change understanding?), philosophy of history (understanding always arrives too late), and everyday decision-making and wisdom. It shares a root with two old Chinese sayings but takes the idea further:

  • Su Shi’s poem Inscribed on the Xilin Wall reads: “Viewed from the side it is a ridge, from the front a peak; near or far, high or low, each view differs. I cannot tell the true face of Mount Lu, only because I am inside this mountain” (Wikisource, “Inscribed on the Xilin Wall”). Su Shi only says that from inside the mountain you cannot see it clearly.
  • The proverb “Those inside the game are confused; those watching from outside see clearly” also says only that insiders cannot see clearly.

This note goes one step further: seeing clearly already means having left. At this step, it is no longer just a reminder about how to conduct yourself; it states a structural trade-off.

Key Insights

  1. “Distance produces the whole picture” has experimental support, but the whole picture is a generalization that distance creates. Trope and Liberman’s Construal-Level Theory holds that the farther an object is from the self in time, space, social relations, or hypothetical terms, the more abstract and holistic the way a person represents it becomes. In short, from afar one sees the forest; up close, the trees (Trope & Liberman, Construal-Level Theory of Psychological Distance, Psychological Review 2010). The same review notes that abstraction keeps core features and drops details treated as incidental. So the “whole picture” seen from afar is not a more complete mountain but a filtered, more coherent, more prototypical one. This is an important correction to the note: seeing the whole also means losing information.

  2. The cost can be measured: distance enhances the sense of the whole but impairs judgment of detail. Studies cited in the same review show that when psychological distance increases, people perform better on the Gestalt Completion Task (recognizing a whole from an incomplete figure). But when asked to find a missing small component in a complete figure, such as a clock face missing one hand, their performance actually gets worse (Trope & Liberman 2010). This is almost an experimental version of “viewing the mountain”: the outline becomes clear, but the cracks in the rock are no longer visible. Insiders cannot see the whole situation, but they can see local textures that outsiders miss.

  3. “Inside the game, one is confused” has an empirical name: Solomon’s paradox. Grossmann and Kross conducted three experiments (N = 693) and found that people reason more wisely about others' problems than about their own: they are more willing to admit the limits of their knowledge, more attentive to compromise and change, and better at considering others' perspectives. This asymmetry disappears, however, once participants practice self-distancing (stepping back from immersion in the situation). The effect was similar in strength among younger adults (ages 20–40) and older adults (ages 60–80) (Grossmann & Kross, Exploring Solomon’s Paradox, Psychological Science 2014). One point deserves attention here: in the experiments, “leaving the game” happens only psychologically; people do not physically leave. This suggests that the “already” in the note’s “no longer inside it” may not be irreversible. People can step out temporarily and deliberately without waiting for events to end.

  4. On the temporal dimension, Hegel pushes this point to its extreme. In the preface to the Philosophy of Right, he writes that philosophy, as thought about the world, always appears only after reality has completed its process of formation. “When philosophy paints its grey in grey, a form of life has grown old… The owl of Minerva spreads its wings only with the falling of the dusk” (Hegel, Philosophy of Right, Preface, 1820). This corresponds precisely to the note’s second sentence: seeing the whole of an event often means the event is already over, or at least that a certain form of life has already grown old. Hegel also says that philosophy “always comes too late” and cannot instruct the world on how it ought to be (ibid.).

  5. The counterview: Kierkegaard argues that observing from outside misses what matters most. The Stanford Encyclopedia of Philosophy (SEP) summarizes that Kierkegaard opposed “understanding reality in an abstract way, from no particular standpoint.” His aesthetic figure views life with a disinterested, spectatorial attitude, as “a spectator rather than a player.” Existential questions, however, arise only from the first-person perspective. Knowing abstractly that “all humans must die” is one thing; earnestly facing “what my death means for how I should live” is another (SEP, Søren Kierkegaard). The SEP also reports Johannes Climacus’s view that reflection has an “inner infinitude”: as long as one is still reflecting, one cannot make a decision (ibid.). From this, a sharper claim follows: seeing the whole is not only a result of stepping outside but may also be a cause of it. Once a person fully adopts the spectator’s stance and sees the entire situation clearly, they often lose the capacity to act within it.

  6. Taken together: the whole and participation stand in a relation of something like complementarity. Putting these points side by side allows the note to be restated as a more precise proposition. Insiders possess low-level, high-resolution, interest-laden knowledge; outsiders possess high-level, structural, detached knowledge. The two cannot be fully combined at the same moment from the same perspective. The practical strategy is not to choose one side but to switch back and forth between the two distances: act from within first, then step out temporarily through self-distancing to see the whole, and finally return to the situation carrying the structure you have seen. The author suspects that what we call wisdom may be precisely this capacity for switching, rather than standing fixed in one position. (This is an inference, not a direct conclusion of the literature cited above.)

Open Questions

  • Does the “whole” exist? If what distance reveals is only abstract generalization (Construal-Level Theory), and what proximity reveals is only local detail (Su Shi), then the “true face of the mountain” may have no privileged vantage point at all. The whole may simply be one compressed representation we select at a given distance. Is the pursuit of “seeing the whole” itself therefore misleading? Might it be more worth practicing to deliberately choose which distance to use for which kind of problem?
  • Can one see the whole from within without being carried outside by it? Hegel’s owl implies that the whole can only be seen after the fact, while the experiments on Solomon’s paradox show that psychological withdrawal can happen at any time. Between these two, is there a kind of “panoramic awareness from within” that preserves the first-person sense of stakes without letting those stakes block one’s view? How could it be trained in organizational decision-making, entrepreneurship, or intimate relationships? And if it could be trained, would it not be precisely the kind of reflection that Kierkegaard feared would leave a person unable to act?

当能看清山的全貌时,山已经离你很远;当你能看见一件事情的全貌时,你已经不在局中。

以下内容由 LLM 生成,可能包含不准确之处。

Context

这条笔记包含两个判断。第一个关于空间:等你能看清山的全貌,山已经离你很远。第二个关于处境:等你能看见一件事的全貌,你已经不在局中。两句合起来说的是:看得全和身在其中很难同时做到。看得越完整,离亲身参与就越远。

这个问题横跨几个领域:认识论(视角能不能被超越)、认知心理学(心理距离会怎样改变理解)、历史哲学(理解总是来得太晚),还有日常的决策和智慧。它和中文里的两个老说法同源,但推得更远:

  • 苏轼《题西林壁》写的是“横看成岭侧成峰,远近高低各不同。不识庐山真面目,只缘身在此山中”(维基文库,題西林壁)。苏轼只说身在山中看不清山。
  • 俗语“当局者迷,旁观者清”也只说局中人看不清。

这条笔记多走了一步:看清本身就意味着已经离开。到这一步,它就不只是一句处世提醒,而是说出了一种结构性的取舍。

Key Insights

  1. “距离产生全貌”有实验支持,但全貌是距离造出来的概括。 Trope 与 Liberman 的解释水平理论(Construal-Level Theory)认为,对象在时间、空间、社会关系或假设性上离自我越远,人就越用抽象、整体的方式表征它,也就是远看见林、近看见树(Trope & Liberman, Construal-Level Theory of Psychological Distance, Psychological Review 2010)。同一篇综述还指出,抽象化的方式是保留核心特征、删掉被当作偶然的细节。所以远处看到的“全貌”并不是更完整的山,而是一种经过筛选、更连贯、更有原型感的山。这对笔记是一个重要修正:看见全貌,同时也是在丢失信息。

  2. 代价能测出来:距离提升整体感,也损伤细节判断。 同一篇综述引用的研究显示,心理距离拉大后,人在 Gestalt Completion Task(从残缺图形中认出整体)上表现更好;但在找完整图形中缺失的小部件(比如表盘少了一根指针)时,表现反而变差(Trope & Liberman 2010)。这几乎就是“观山”的实验版:轮廓清楚了,石缝看不见了。局中人看不清全局,但看得见局外人看不见的局部纹理。

  3. “局中则迷”有实证名称:Solomon’s paradox。 Grossmann 与 Kross 做了三个实验(N = 693),发现人在推理别人的问题时比推理自己的问题更有智慧:更承认自己知识有限,更看重妥协和变化,也更会考虑他人视角。而只要让被试做 self-distancing(自我抽离,不再沉浸其中),这种不对称就消失了。这个效应在年轻人(20–40 岁)和老年人(60–80 岁)中程度相近(Grossmann & Kross, Exploring Solomon’s Paradox, Psychological Science 2014)。这里有一点值得注意:实验里的“离开局”只发生在心理上,人在物理上并没有离开。也就是说,笔记中“已经不在局中”的“已经”或许不是不可逆的。人可以暂时、主动地出局,而不必等事情结束。

  4. 时间维度上,黑格尔把这一点说到了极致。 《法哲学原理》序言写道:哲学作为对世界的思想,总要等现实完成其形成过程之后才出现。“当哲学把它的灰色绘成灰色的时候,这一生活形态就变老了……密涅瓦的猫头鹰要等黄昏到来才起飞”(Hegel, Philosophy of Right, Preface, 1820)。这和笔记第二句正好对应:看见一件事的全貌,往往意味着这件事已经结束,至少是某种生活形态已经变老。黑格尔还说,哲学“总是来得太晚”,没法教世界该怎样(同上)。

  5. 反方观点:克尔凯郭尔认为站在局外看会漏掉最要紧的东西。 《斯坦福哲学百科》(SEP)总结说,克尔凯郭尔反对“以抽离的方式、从无特定视角出发理解实在”。他笔下的审美者用无利害的旁观态度看待人生,是“旁观者而非参与者”(a spectator rather than a player)。而存在性的问题只有从第一人称视角才会真正出现,比如抽象地知道“人终有一死”,和认真面对“我的死对我该怎样活意味着什么”,是两回事(SEP, Søren Kierkegaard)。SEP 还转述了 Johannes Climacus 的观点:反思本身有一种“内在的无限性”,只要还在想,就做不了决定(同上)。由此可以推出一个更尖锐的说法:看见全貌,不只是出局的结果,也可能是出局的原因。人一旦完全以旁观姿态看清整个局,往往就失去了在局中行动的能力。

  6. 综合来看:全貌和参与之间是一种类似互补的关系。 把上面几条放在一起,笔记可以改写成一个更精确的命题。局中人掌握低层次、高分辨率、带有利害的知识;局外人掌握高层次、结构性、平静的知识。两者不能在同一时刻、同一视角里完全兼得。实际可用的策略不是选定某一边,而是在两种距离之间来回切换:先在局中行动,然后用自我抽离暂时出局看全貌,再带着看到的结构回到局中。笔者推测,所谓智慧可能就是这种切换的能力,而不是站在某个固定的位置上(这是推断,不是上述文献的直接结论)。

Open Questions

  • “全貌”存在吗? 如果远看得到的只是抽象概括(解释水平理论),近看只能看到局部(苏轼),那“山的真面目”可能根本没有一个特权视角。所谓全貌,也许只是我们在某个距离上选定的一种压缩方式。那么,追求“看清全貌”本身是不是一种误导?更值得练习的,会不会是有意识地选择用哪种距离来看哪类问题?
  • 能不能在局中看见全貌,而不被它带出局? 黑格尔的猫头鹰意味着全貌只能事后看到,而 Solomon’s paradox 的实验说明心理上的出局可以随时发生。介于两者之间,是否存在一种“局中的全景意识”:既保留第一人称的利害感,又不被利害遮住视野?它在组织决策、创业或亲密关系中能怎样训练?如果训练得出来,它会不会正好就是克尔凯郭尔担心的那种让人无法行动的反思?

A Book on Bayesian Optimization一本关于贝叶斯优化的书

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离开 Sixt 时,我给共事过的人写了一封告别信。下面就是这封信,略去了人名和内部系统的名字。信里感谢的每一位,自己会知道。 亲爱的朋友们、同事们,以及每一位和我一起做过项目、争论过问题、吃过午饭、熬过夜、过过周末、有过共同经历的人: 我写这封信,是为了给我在 Sixt 的这篇“论文”收尾。和每篇论文一样,最后留下来的也许不是正文的章节,而是致谢,所以我就从致谢写起。 我和 Sixt 的旅程开始于 …

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idea想法

Life Stage Axiom System人生阶段公理体系

Looking back over my life so far, I’ve arrived at three working “axioms” for this stage of it:

  • Axiom One (Keep an Exit): A position is worth what it pays plus the freedom to leave at any time, and the freedom counts for far more. Don’t take positions that lock you in.

  • Axiom Two (No Single Gatekeeper): Only enter systems where my feedback doesn’t depend on one particular person’s approval.

  • Axiom Three (Invest Where It’s Unclear): Invest in proportion to how unclear the goal is: the vaguer the goal, the more I put in.

The following content is generated by LLMs and may contain inaccuracies.

Axiom System for Current Life Stage

Context

This note attempts to distill a self-consistent set of decision axioms for “my current life stage”—a personalized system of action constraints. It spans personal decision theory, optionality, principal-agent problems, and the exploration-exploitation tradeoff. Its timeliness lies in compressing scattered life experience into three transferable rules: keeping an exit, no single gatekeeper, and investing where it’s unclear. The core tension: how to construct action principles in uncertain environments that both avoid structural lock-in and preserve growth opportunities. Notably, the author explicitly limits these to axioms “for the current stage,” suggesting a dynamic system that evolves with life circumstances rather than eternal truth.

Key Insights

  • Axiom One (Keep an Exit) is essentially the language of option value. The right to “leave anytime” corresponds financially to the early exercise value of an American option, whose weight far exceeds current actual returns—highly consistent with Nassim Taleb’s antifragility and optionality concepts (Taleb, Antifragile). The author’s “structural lock-in” maps to path dependence/lock-in in economics; David’s classic QWERTY keyboard analysis shows how suboptimal structures persist through lock-in (David, “Clio and the Economics of QWERTY”, American Economic Review 1985). Factoring exit costs into location valuation is a defensive reversal of the sunk cost fallacy.

  • Axiom Two (No Single Gatekeeper) avoids single-point veto power. “Feedback need not pass through one specific person’s confirmation” directly corresponds to gatekeeper risk and principal-agent problems in organizational theory (Jensen & Meckling, “Theory of the Firm”, Journal of Financial Economics 1976). When feedback loops depend on a single decision-maker, individuals become exposed to that person’s preferences, moods, and presence—aligned with the permissionless attribute sought by decentralized systems. By analogy: market prices need no one’s “approval” of your success, while bureaucratic promotion requires your superior’s signature. This axiom actually favors objective feedback systems (markets, code functionality, reader engagement) over subjective judgment systems (boss evaluations, committee scores).

  • Axiom Three (Invest Where It’s Unclear) inverts intuitive resource allocation. Common sense tilts toward “the clearer the goal, the more investment warranted”; the author proposes “investment intensity is proportional to goal ambiguity.” This echoes the exploration-exploitation tradeoff’s emphasis on exploration: in information-scarce, high-variance domains, marginal investment’s expected information value is higher (Sutton & Barto, Reinforcement Learning). It resonates with startup wisdom—the largest opportunities often exist in unclefined “blanks”; clear goals mean competition is saturated, excess returns arbitraged away. Understand this as a form of information arbitrage: ambiguity is mispricing, mispricing is opportunity. The counterargument: ambiguity may be mere noise rather than opportunity, requiring a discrimination mechanism between “unexploited vacancies” and “phantom illusions.”

  • Internal synergy of three axioms. These are not isolated: Axiom One reserves exit rights, Axiom Two ensures feedback isn’t monopolized, Axiom Three drives investment toward ambiguous terrain—together they form a low lock-in, high autonomy, exploration-biased action profile. This precisely describes the ideal ecological niche of independent creators, researchers, or early-stage founders, explaining why this axiom system appears in a researcher’s blog context.

Open Questions

  • Do Axiom Three (higher ambiguity → greater investment) and Axiom One (preserve anytime exit rights) create tension?—Overcommitting to highly ambiguous goals may itself accumulate hard-to-exit sunk costs and identity lock-in; how design a mechanism enabling deep exploration without becoming locked by exploration itself?

  • These axioms are explicitly limited to “current stage”—what signals trigger axiom revision? Is there a meta-axiom determining when to abandon “keeping an exit” for deliberate structural lock-in (when deep commitment’s compound returns exceed option value preservation)?

整理了一下自己的经历,给现阶段的自己总结出三条“公理”:

  • 公理一(留有退路):一个位置的价值,是它的实际回报加上随时可以离开的自由,而后者远比前者重要。不进入会把自己锁死的结构。
  • 公理二(不依赖单一评判者):只进入那些反馈不取决于某一个人认可的系统。
  • 公理三(向模糊处投入):投入的力度与目标的模糊程度成正比,目标越模糊,投入越多。

以下内容由 LLM 生成,可能包含不准确之处。

人生阶段公理体系

Context

这则笔记试图为"当前人生阶段的我"提炼一套自洽的决策公理——一种个人化的行动约束系统。它触及的领域横跨个人决策理论(personal decision theory)、期权思维(optionality)、激励与代理问题(principal-agent problems),以及探索-利用权衡(exploration-exploitation tradeoff)。之所以在当下值得记录,是因为它把散乱的人生经验压缩为三条可迁移的规则:留有退路、不依赖单一评判者、向模糊处投入。核心张力在于——如何在不确定环境中构造一套既能规避结构锁定(structural lock-in)、又能保留成长机会的行动准则。值得注意的是,作者明确将其限定为"目前阶段"的公理,暗示这是一个随人生阶段演化的动态体系,而非永恒真理。

Key Insights

  • 公理一(留有退路)本质上是期权价值的语言。 “随时能走"的权利在金融上对应美式期权(American option)的提前行权价值,其权重远大于当前实际收益,与 Nassim Taleb 提出的**反脆弱性(antifragility)**和 optionality 思想高度一致——保留选择权本身就是一种在不确定性中受益的结构(Taleb, Antifragile)。作者提到的"结构锁定"在经济学中即 path dependence / lock-in,David 关于 QWERTY 键盘的经典分析说明了次优结构如何因锁定而长期存续(David, “Clio and the Economics of QWERTY”, American Economic Review 1985)。将退出成本纳入位置价值的核算,是对沉没成本谬误的反向防御。

  • 公理二(不依赖单一评判者)是对单点否决权的规避。 “反馈不需要经过某个特定的人确认"直接对应组织理论中的gatekeeper 风险与代理问题(Jensen & Meckling, “Theory of the Firm”, Journal of Financial Economics 1976)。当反馈回路必须经由单一裁决者,个体就暴露于该裁决者的偏好、情绪与在场与否——这与去中心化系统追求的permissionless(无需许可)属性一脉相承。类比市场机制:公开市场的价格信号不需要任何人"批准"你的成功,而科层组织的晋升则依赖上级签字。这条公理实际上是在偏好客观反馈系统(市场、代码是否运行、读者是否阅读)而非主观裁决系统(老板评价、评委打分)。

  • 公理三(向模糊处投入)颠倒了直觉的投入分配。 常识倾向于"目标越清晰越值得投入”,而作者主张"投入强度正比于目标的模糊程度”。这与探索-利用权衡中对探索的偏重相呼应:在信息稀缺、结果方差大的模糊领域,边际投入的期望信息价值更高(Sutton & Barto, Reinforcement Learning)。它也与创业领域的观点共鸣——最大的机会往往存在于尚未被清晰定义的"空白"处,清晰的目标意味着竞争已充分、超额收益已被套利。可将其理解为一种信息套利:模糊即定价错误,定价错误即机会。潜在的反论是,模糊性也可能只是噪声而非机会,需要一个判别机制区分"未被开发的空缺"与"本就不存在的幻象"。

  • 三条公理的内在协同。 三者并非孤立:公理一保留退出权,公理二保证反馈不被单点垄断,公理三驱动向模糊地带投入——组合起来构成一个低锁定、高自主、偏探索的行动画像。这恰好描述了独立创作者、研究者或早期创业者的理想生态位,也解释了为何这套公理会出现在一位研究者的博客语境中。

Open Questions

  • 公理三(模糊度越高投入越大)与公理一(保留随时退出权)是否存在张力?——向高度模糊的目标重仓投入,本身可能积累难以退出的沉没成本与身份认同锁定,如何设计一个既深度探索又不被探索本身锁定的机制?

  • 这三条公理被明确限定为"目前阶段",那么触发公理更新的信号是什么?是否存在一条元公理,用来判定何时应当抛弃"留有退路"而主动选择结构锁定(例如深度承诺带来的复利回报超过了保留期权的价值)?