Yang Fan 范阳
@Yang_Supertramp
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A founder & VC, GP @ Capital O ❤️🤖🧬🌍🐳🧘🎨Founded ELSEWHERE(China’s Airbnb x Wework). The Explorers Club member,once searched for Genghis Khan’s tomb.
Shanghai
Joined October 2013
@ACJSissons @azeem 1. Cheap & Clean Energy —> Synthetic Biology + Precision Fermentation —> recreate natural resources and materials —> Renewable materials + everything —> a responsible and abundant future 2. Cheap & Clean Energy —> Super Computers —> AGI —> More scientific breakthroughs
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Constitution and calmly told the judge: “A legal path to dictatorship exists.” The judge laughed. History remained silent. Somewhere in heaven, Gödel is probably smiling: I told you so. https://t.co/OZwJ0jbEet
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A great read on Wechat: In the late years at Princeton, Einstein often walked with a quiet young man Kurt Gödel. One reshaped the universe with relativity. The other proved that no logical system can ever be complete. Before becoming a U.S. citizen in 1948, Gödel studied the
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Saw this cool young guy @小狗鸽 on Xiaohongshu(RedBook), from economics major to game design at Tsinghua, now into biology. He meme’d a “Nurture” cover for “Poverty-Chaos Coexistence System”, I’m so hopeful about the future mix of life science exploration and game design.
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What if the next “Polaroid” for future kids comes from life science? I love the idea of visualizing “life states” and the unseen natural world in real time. One day, handheld AI scientific devices might be more exciting than the iPhone, the true Pokémon Go. #wildcomputing
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Just being curious, what if we stopped modeling cells as DNA→RNA→protein machines and instead as dynamic information–energy flow systems? Could a “virtual cell” built this alternative way reshape how we think about health, disease, and intelligence?
Information arises when energy is patterned in time. Organisms are energy patterning systems. One way in which organisms pattern energy is by varying the resistance to energy flow. Like a Morse code device patterns electricity into meaningful signal by changing
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Life and wisdom arise from diversity, and are directed toward multiplicity and variation. Be a good ancestor and a humble steward.
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When “money” became a pure signal, currency became current, code traded by machines, finance/market turned into post-modern art: symbols trading symbols, stories overruling substance, and fortunes vanishing not because they went somewhere, but because they were never truly there.
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Both articles clearly give an overview of what comes next, and it’s wild how few people on Substack and Twitter have noticed.
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Discussed with friends, concluded that a world splitting into (1) ultra-specialized hybrid “consulting VCs”, (2) state/security capital masquerading as VC, (3) deep, patient paradigm-shift research. Though China’s “easy win” still feels overstated, China got its own problems.
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“a new high-yield market will be needed to fund the physical infrastructure of the digital economy.” As globalised capital flows fragment into more actively managed national systems,demand’ll grow for infra that can match capital to need,quickly, transparently,across boundaries”
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Another insightful article I read last week was Late Cycle Investment Theory by @Nicolas_Colin Collin’s macro theory snaps cleanly into Dalio’s big cycles: energy > data, AI as lean-management 2.0 ( AI, like the leveraged buyout of the 1980s…) https://t.co/KtCHFunf5R
driftsignal.com
The foundation for the coming decade
A great piece I read: VC is splitting: “Big Venture” fuses with state power, mid-tier funds get squeezed into irrelevance, and the only real frontier left is the small, weird, fragile edges where new international micro-funds can actually see the opportunities legacy VCs can’t.
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A great piece I read: VC is splitting: “Big Venture” fuses with state power, mid-tier funds get squeezed into irrelevance, and the only real frontier left is the small, weird, fragile edges where new international micro-funds can actually see the opportunities legacy VCs can’t.
Honey, we need to talk about Venture Capital… And the fact that VC isn’t taking risks anymore (but it is writing the laws that remove risks!) My latest on how Big Venture fused with the state to create a “venture–industrial complex” that builds certainty (and power!), not
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What will be the “GitHub for ecological/biological world”?
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We need a new pokemon go + spore + sims style game. You can catch creatures out in the real world, design their evolution stages once they’re caught, and wild creatures all roam free and interact with each other and are powered by agent brains behind the scenes. The whole world
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coexisting systems: multi-sovereign, multi-cultural, multi-ecological, and multi-AI. There should be a new type of “cross-ecosystem intelligence company” that helps people, AIs, nature, and different nations work together and find new paths/possibilities.
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One reason technology can no longer sustain superlinear growth is the complexity it generates has surpassed the metabolic and coordinating capacity of individuals and societies. At the same time, the world has shifted from a single integrated system to a reality of multiple
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