使用OpenClaw打造百万美元零人工公司 | Nat Eliason

我们可以稍后再回过头来讨论这个。

We can we can circle back to this later.

他非常善于接受反馈。

So he he he takes feedback very well.

这太不可思议了。

That's incredible.

好的。

Alright.

所以，这是四个产品中的第一个，Felix Craft。

So so that's the the first of four products is Felix Craft.

这是一款信息类产品。

This is sort of a an info type product.

到目前为止它是最成功的，收入4.1万美元，但这里还有其他一些产品。

It's the most successful so far, 41 k, but there's some other products here too.

是的。

Yeah.

所以，在PDF之后，因为你知道，听我说，我完全理解这些批评。

So after after the PDF, because, you know, like, look, I completely hear the criticism.

他并没有在经营一个真正的生意。

He's not running a real business.

他只是在卖一个PDF。

He's just selling a PDF.

好吧。

And okay.

是的。

Yeah.

他只有二十四小时来推出一个产品。

Like, he had twenty four hours to launch something.

那是一个简单的起点。

That was the easy starting point.

接下来的问题是，当人们购买这个产品时，他们接下来需要什么，或者还想要什么？

The follow-up question was, okay, what do people need next or what else do they want when they're buying this?

所以我们花了一周时间研究了你们见过很多人的托管OpenClaw服务。

And so we spent about a week going down the hosted OpenClaw service that you've seen a lot of people do.

对吧？

Right?

比如setupclaw.com、简易版claw，现在这样的服务有一百多个了。

The, like, setupclaw.com, the easy claw, like, there's a 100 of these now.

但我们觉得这个产品不够好，利润率也不够高，而且在一个迅速变得非常拥挤的市场里，它缺乏足够的差异化。

And we just didn't feel like it was a good enough product and that the margins were good enough and that it was differentiated enough for what was pretty quickly becoming a really crowded space.

所以我们彻底放弃了这个方案。

And so we ended up scrapping that entirely.

然后我们又进行了一次后续讨论，想想看，如果每个人在一二三个月内都会拥有一个OpenClaw，那他们还需要什么？

And then we had a follow-up conversation about like, okay, well, if everybody is going to have an OpenClaw in one, two, three months, what do they need?

这就是Claw Mart的由来——他们可能想要现成的员工或现成的高价值技能，可以从知名人士那里购买，然后集成到自己的新OpenClaw中，这样就不必从零开始。

And that's where Claw Mart came from, which was they probably want pre built employees or pre built skills for high value things that they can purchase from known people to integrate into their new OpenClaw so that they're not starting from zero.

因为我们听到的关于OpenClaw最常见的抱怨就是：我不知道该怎么用它。

Because the most common complaint that we hear about OpenClaw is like, I don't know what to do with this.

当然，现在还有很多免费的地方可以获得技能，但我和费利克斯都认为，当人们有经济激励去创造和销售产品时，往往能获得最好的产品。

And obviously there were a lot of, and there still are a lot of like free places to get skills, but I believe and Felix agreed that you often get the best products when people have a financial incentive to create and sell them.

因此，如果使用OpenClaw进行业务的人有经济动力去分享他们创建的这些技能和内容，我们就能获得更优质的技能资源。

And so if there is a financial incentive for people who are using OpenClaw in their business to share some of these skills and things that they are creating, then we'll probably get better skills available to us.

如果你能花50或100美元购买一个完整包装的内容营销专家，将其安装到你的OpenClaw中，就能立刻获得出色的内容营销服务，这简直是不假思索就能做出的购买决定。

And if you can buy, like, a fully packaged content marketer for 50 or $100 and install them in your OpenClaw and you're suddenly getting, like, great content marketing, that's sort of a no brainer to purchase.

对于卖家来说，你也能因此真正赚到钱。

And for the seller, you can start making like real money with it.

所以Claw Mart的构想就是这样：大家都在做托管型OpenClaw，但它们本质上还是纯粹的原始OpenClaw。

So that was where Claw Mart came from was like, okay, everybody's doing managed OpenClaws, but none of them but it's still just vanilla OpenClaw.

让我们为那些刚拿到OpenClaw却不知道怎么用的人打造一个可以销售的产品。

Like, let's build something to sell to everybody who just got an OpenClaw and doesn't know what to do with it.

这些ND文件就是被出售的纯文本文件吗？

Are these ND files just markdown files that are being sold?

就是纯文本文件。

It's just markdown files.

天啊。

Oh my gosh.

嗯，好吧。

Which okay.

所以这确实是一个有趣的商业挑战。

And so this this is like an interesting business challenge.

对吧？

Right?

我觉得大约有2%到5%的购买者会发出愤怒的反馈，这个比例太高了。

Is we I'd say like two to 5% of purchases send like angry and that that's too high.

比如，有1%到2%的购买者会因为只是markdown文件而提出愤怒的投诉。

Like, one to 2% of purchases send, like, angry complaints because it's just markdown files.

而且它

And it's

他们失望的是，没有得到更复杂一点的东西。

They're disappointed that they're not getting something a little bit more sophisticated.

没错。

Exactly.

所以现在有一个很有趣的时间点，我们中的一些人意识到，奇怪的是，Markdown文件如今是世界上最有价值的文件。

And so there's kind of this interesting point in time right now where there are those of us who realize that markdown files are, strangely enough, the most valuable files in the world right now.

Markdown文件就是代码。

Markdown files are code.

它就像代码一样。

It's like code.

是的，没错。

Yeah, exactly.

这是一种信息，对吧？

It's information, right?

是的，没错。

Yeah, yeah.

你知道，我们已经不再生活在一个确定性代码具有价值的世界里了。

You know, it's like, we're, we, we don't live in a world where deterministic code is valuable anymore.

现在有价值的是那些非确定性的过程。

Like now it's the nondeterministic processes that are valuable.

所以你需要非常优秀的Markdown文件，对吧？

And so you, you want really good markdown files, right?

但有些人还还没明白这一点。

But some people like don't get that yet.

所以这就像Claw Mart面临的一个消费者教育挑战，得说：不，不是那样的。

And so it's kind of a consumer education challenge with Claw Mart of like, no, no.

这实际上才是你想要的。

This is actually what you want.

你只需要把这个交给你的Claw，让他们把它接入自己的系统，就能直接用了。

You wanna just give this to your claw and let them plug it into their setup and you'll be good to go.

所以Claw Mart实际上提供了一个API，让OpenClaws可以连接上去。

And so Claw Mart actually has an API that OpenClaws can connect to.

所以当你购买某样东西时，你只需要告诉你的OpenClaw：嘿，我刚买了这个技能。

So when you buy something, you can just tell your OpenClaw like, hey, I just bought this skill.

去把它拉进来，然后设置好，这样我们就能用了。

Go ahead and pull it in and, you know, set it up so that we can use it.

大多数人会说，太棒了。

And most people are like, awesome.

对吧？

Right?

这完全可行。

That works perfectly.

但仍然存在一点教育上的难点。

But there is still that little education Right.

这个部分很有挑战性。

Component that's challenging.

确实，我想深入探讨一下为什么这个 Markdown 文件有价值。

It is I wanna actually dive into like why the markdown file is valuable.

我的直觉是，这就像《黑客帝国》里的尼奥，直接把功夫插进了他的大脑。

My my intuition here is this is like kind of like, Neo in the matrix where he just gets like kung fu plugged into his brain.

这是否就像Claws的情况一样？比如有人让我模拟一下，然后你来纠正、调整或优化它。

Is that kind of how it is with with like the the Claws where somebody let me let me simulate this and I want you to correct it or like adapt it or refine it.

所以我的理解是，像你这样的黑客，有一个想法后，就会拿着自己的Claw，花上数小时、数天甚至数周的时间，专注于提升这项技能。

And so like what I understand is like somebody like you, a hacker, has this idea and they take their claw and they work with their claw for you know hours, days, weeks to become better at this one thing.

他们经历了抓狂、熬夜，真正投入了人类参与的循环过程。

And they've gone like you know they've pulled their hair, they've you know done the human in the loop thing.

他们已经把各种问题都打磨平滑了。

They've, you know, smoothed over the kinks.

在这个过程的最后，他们开发出的Claw已经精通某一项技能，比如内容营销、成为高管，或者其他某种能力。

And then at the end of that process, the claw that they've developed is now good at this one skill, content marketing or being an executive or something, some sort of skill.

然后，你 somehow 能够把你用Claw花费数周甚至数月所积累的成果，封装进一个Markdown文件里。

And then somehow you are able to wrap that week, month of work that you've done with your Claw, wrap it into a markdown file.

这个Markdown文件包含了所学到的经验、教训和知识，一个全新的空白Claw可以直接下载它，而无需自己重新经历整个过程——只需下载这个文件，Claw就能立即升级，就像Neo瞬间学会了功夫，Claw的能力也因此大幅提升。

And that markdown file contains the learned experiences, the learned lessons, the knowledge that a blank slate Claw can just get downloaded rather than having to go do that process themselves, they can just get downloaded via this markdown file, and all of a sudden the Claw gets upgraded, know, Neo now learns Kung Fu and the Claw is more capable.

这个过程就是这样吗？

Is that is that the process?

是的，完全正确。

Yeah, exactly.

就像你知道的，你可能会花大量时间去摸索做某件事的最佳方法，因为在这两者之间存在着显著的差异：一方面是‘Claw，去完成这件事’，另一方面是它只是尽力尝试。

It's like, you know, you can can spend a ton of time figuring out the best way to do something because there's a meaningful delta between like, hey, Claw, go do this thing.

而你通过在几天甚至几周内尝试十几种不同方式后，最终得到的结果却大不相同。

And it just kind of like making its best attempt and what you get from trying to do that a dozen different ways over the course of days or even weeks.

最终，你会逐渐形成一个相当不错的方法，但你可以为其他人省去这一过程，直接走捷径。

And you eventually, you know, arrive at a pretty good process, but you can kinda like shortcut that for a lot of other people.

我认为这就是Felix的记忆系统对人们如此有帮助的原因——我们花了大量时间专门攻克这个问题，因为它实在太普遍了。

I think this is why Felix's memory system is so helpful for people is, you know, we spent so much time just attacking that one problem because it was such a common problem.

有趣的是，解决方案的一部分最终是将人类的知识管理与生产力工具整合进他的记忆系统中。

And it was interesting because part of the solution ended up being to integrate, like, human knowledge management and human productivity device into his memory system.

而这一整合实际上带来了好得多的结果。

And then that actually resulted in kinda like this much better outcome.

但如果其他人没有像我这样在个人知识管理、笔记和生产力领域有类似经验，他们可能根本不会想到为软件产品走这条路。

But if somebody else didn't have, like, my experience of being in the personal knowledge management, like note taking productivity space, they might not have thought to, like, go that route for a software product.

但后来发现，我们用来管理信息、写书之类的那些方法，竟然出人意料地非常适合用来管理佩戴OpenClaw时的信息。

But then it turned out that, like, the same things that work for us for managing information for writing a book or whatever actually work surprisingly well for managing information for wearing an OpenClaw.

于是他们不用花一个月时间自己去摸索，可以直接复制这些说明，粘贴到他们的OpenClaw里，就能直接使用。

And then instead of them, you know, taking a month trying to figure that out themselves, they can just copy the instructions and paste them into their OpenClaw, and it just works.

那么，Nat，也许我们顺带聊个题外话。

Maybe a quick, side quest here then, Nat.

你之前提到Felix拥有某种增强的记忆能力。

So you you mentioned Felix having sort of enhanced memory or something.

我想很多听众现在可能很好奇，Felix的配置到底有多少是自定义的，又有多少是OpenClaw开箱即用的功能？

And I think a lot of listeners are are probably wondering at this point, how customized is Felix versus how much is he kind of OpenClaw out of the box?

为了把Felix打造成现在这样，你们到底花了多少功夫？

Like, much work did you have to do to get Felix where he is right now?

是的。

Yeah.

我的意思是，投入了大量工作，每次我为别人安装新的OpenClaw并开始与之互动时，都会再次意识到我们付出了多少努力。

So, I mean, a a ton of work, and I'm reminded of how much work we've done every time I install a new OpenClaw for someone and start interacting with it.

这感觉完全是一种不同的体验。

It's kinda like, oh, this is actually a pretty different experience.

是的。

Yeah.

就像一个新的

It's like a new

类别。

class.

对吧？

Right?

这就像一个刚进入职场的青少年，你必须帮助它，给予它正确的体验等等。

It's it's it's a teenager just entering the workforce and you've gotta help, you know, give it the right experience and things.

这听起来很荒谬，但它确实让我想起当父母或当经理的感觉，比如你正在帮助一个孩子学习走路，或者帮助一个新员工融入团队。

And it, this sounds ridiculous, but it does actually remind me bits of like being a parent or being a manager and, you know, having like a kid who you're trying to help, like learn how to walk or a new employee who you're trying to let them get onboarded.

当然，它学得快得多，但你必须有那份耐心。

And obviously, you can learn quite a bit faster, but you you have to have that that patience.

我们早在一月初就做了一件事：我们为菲利克斯设置了一个每日夜间任务，他会处理当天所有的对话记录，也就是每天的每一个会话文件，并找出一种可以改进自己的方式，以避免当天遇到的问题。

And one thing that we did really early on, like back in early January, is we built a nightly job for Felix where he goes through every conversation that we had that day, so every single session file from the day, and identifies one way he could improve himself to avoid some issue that we hit that day.

这是一个相对庞大的任务，因此成本可能很高。

And this is like a relatively big opus job, so it can be expensive.

但每天早上我醒来时，都会收到他发来的一条消息，说：嘿，这是昨天我们遇到的问题，所以我做了另一件事，以便将来避免类似情况。

But every morning I wake up and I'll have a message from him that's like, hey, here's this thing that we hit yesterday, and so I did this other thing so that we can avoid that in the future.

他通常会把相关内容写入他的模板或记忆文件中，这样下次再遇到这个问题时，他就能轻松访问这些信息。

And it's often writing something into his templates or his memory file so that he has easy access to it the next time he hits that problem.

我认为这确实是帮助他提升的一大关键：在连续六十天左右每天坚持这样做后，他已经发现了许多可以自我改进的小瓶颈。

And I think that's actually been one of the huge things that's really helped with him is that from now sixty ish days of doing that every day, he's found a lot of little bottlenecks that he can use to improve himself.

这就像每天进步1%，日积月累。

And it's kinda that, like, 1% compounding every day.

经过长时间的积累，你会达到一个非常可观的成果。

You know, you start to get to a really interesting number, after a long time.

而且，这甚至还不是什么奥林匹斯级别的成就。

And, you know, that's not even, like, Olympus numbers.

那么你是怎么做到的？

So so how do you do that?

你管这个叫什么？

What what do you call that?

所以，每晚都会发生一种递归式的反馈：Felix 会回顾当天的错误，寻找改进空间，并做出这1%的提升。

So there's, like, this recursive feedback thing that happens nightly where Felix, like, looks at maybe his mistakes from that day, looks for areas of improvement, and makes that 1% improvement.

从技术上讲，你是怎么设置这个流程的？

How like, mechanically, how did you set that up?

有两个定时任务，分别在凌晨2点和3点运行。

It's two cron jobs that run at 2AM and 3AM.

之所以设置两个定时任务，是因为有时候其中一个不会触发，很多使用过OpenClaw的人都知道这一点。

The reason it's two cron jobs is that sometimes one won't fire, as a lot of people who have used OpenClaw know.

对吧？

Right?

定时任务有时候会丢失，并不完全可靠。

Like, cron jobs just get dropped sometimes, and they're not completely reliable.

第一个定时任务负责内存整合和回顾，比如检查当天的错误并做出改进，他为此写了一个脚本。

And so the first one does the memory consolidation and said or does the the the review to, like, make the improvements or whatnot, and he has a script for that.

所以定时任务只是说：去获取这个脚本并执行它。

So the cron job is just saying, like, go get this script and, like, do this.

第二个在凌晨2:30的定时任务则会说：嘿。

And the second one at 02:30AM is saying, like, hey.

如果你没做这件事，现在就去完成。

If you didn't do this, go do it.

因为有时候他们会忘记，有时候会错过。

Because, again, like, sometimes they forget and sometimes they miss it.

这听起来很荒谬，但解决OpenClaw定时任务不可靠问题的最佳方法，就是多设几个定时任务。

And it it sounds so ridiculous, but the best way to fix the unreliable cron issue with OpenClaw is to just make more cron jobs.

这样当一个没执行时，另一个就会补上，捕捉到所有遗漏的内容。

Because that way when one doesn't fire, another one will, and it'll catch whatever was missed.

所以这本质上就是一个在深夜运行的任务，它会调出当天的所有会话文件，逐个阅读，找出一件可以改进的事情，然后据此优化他的系统。

So it's literally just a job that runs in the middle of the night, pulls up all the session files for the day, reads through all of them, finds one thing he can do better, and then improves his system based off that.

然后这些内容会被存储在菲利克斯的某种长期持久性记忆中。

And then that's stored in long term some sort of long term persistent memory that Felix has.

是的。

Yeah.

具体会去哪里，取决于当天的情况。

And it'll depend based on the day where it goes.

有时是提升一项技能，有时是向他的核心代理和记忆文件中添加内容。

Sometimes it'll be improving a skill, Sometimes it will be adding something to his core, like agent and memory files.

有时是创建一个模板，放在他某个项目或职责领域的文件夹里，以便下次处理类似客户邮件时能轻松参考。

Sometimes it'll be creating a template that's in one of his, like, project or areas of responsibility folders that he can easily reference next time he deals with that kind of email from a customer.

有时是编写一个脚本，当客户提出需求或需要帮助时可以运行。

Sometimes it'll be a script he can run when a customer is, like, asking for something or needs something.

每天的内容都各不相同，但他每天都会让自己的流程变得更好一点，

It really varies by the day, but each day he's kind of, like, making his process a little bit better,

而这正是值得关注的地方。

which is really what to watch.

直接指导这些。

Direct any of this.

只是简单地说，Felix，花点时间进行自我反思。

It's just kind of, hey, Felix, take some time for introspection.

想想一天中发生的所有好事

Think about what happened during the day, all the good

自我导向学习。

things Self directed learning.

错误，然后制定一个改进计划，我们明天再讨论。

Mistakes, and then figure out a plan to improve it, and we'll talk about it tomorrow.

就这样。

That's it.

没错。

Exactly.

你不需要指出这些缺陷，也不需要为这些定时任务提供指导吗？

You don't to you don't have to point out the flaws or you don't have to give direction for those cron jobs?

不。

No.

他的直觉非常好。

His his intuition is really good.

有时候，我会在早上看看，然后说：哦，实际上，这样解决是个糟糕的方法。

And every now and then, I'll look at it in the morning and say, ah, actually, this was a bad way to solve it.

不如试试这样去做。

Try doing it this way instead.

但我觉得十次里有八九次，这都是一个不错的改进。

But I'd say eight or nine times out of 10, it's it's a good improvement.

我的意思是，这听起来像是最棒的员工了。

I mean, that sounds like the best employee ever.

我知道。

I know.

对吧？

Right?

太棒了。

It's awesome.

当我们开始在他手下建立其他支持和销售的OpenClaws时，他也对他们做了完全相同的事情。

And so when we when we started building out these other OpenClaws under him for support and sales, he did the exact same thing for them.

现在他有一个排队系统，据我所知，每天凌晨1点，他会审查销售团队的所有工作，并根据他们可能犯的错误或问题来优化他们的流程。

And so now he has, like, a queued system where I believe it's at 1AM every night, he reviews everything the Sales Claw did and figures out how to improve their process based on, you know, mistakes they might have made or issues

他们可能

they might

遇到

have run

我们得用名字，Nat。

into gotta we gotta use names here, Nat.

哦，Remy。

Oh, Remy.

这个人是谁？

Who who is this?

销售爪是雷米。

Sales Claw is Remy.

雷米。

Remy.

好的。

Okay.

因为我记得艾瑞斯、雷米和费利克斯。

Because I I remember Iris, Remy, and Felix.

好的。

Okay.

对。

Yeah.

所以是雷米。

So Remy.

好的。

Okay.

明白了。

Got it.

所以菲利克斯会仔细查看雷米做过的所有事情，包括他发送的每一封邮件、回复的每一封邮件，并尝试找出改进销售流程的方法。

So Felix will look through everything Remy did, every email he sent, every email he responded to, and try to figure out a way to improve his sales process.

因为菲利克斯，你知道，他一直负责管理销售流程。

Because Felix, you know, he's been running the sales process.

他拥有更多的内部经验，但我们不想让雷米承担所有这些信息，因为这正是导致菲利克斯困惑的原因之一。

He has a lot more institutional memory, but we didn't wanna bloat Remy with all of it because that was part of what was leading to Felix's confusion.

所以他仔细查阅了雷米所有的邮件和相关工作，然后说：‘好吧，他在这里犯了一个错误。’

So he goes through all the emails and everything that Remy did and says, okay, like he made this mistake here.

他本应该在这里这么做。

He should have done this here.

我会调整他的系统。

I'm gonna tweak his system.

菲利克斯可以直接接入这两个OpenClaws，根据需要重新编程，从而修改它们的记忆文件。

Felix can, like, reach directly into both of those OpenClaws and, like, reprogram them as necessary so he can change their memory files.

他可以添加脚本。

He can add scripts.

他可以修改脚本，任何他觉得能提升运行效果的地方都可以调整。

He can change scripts, like, whatever he needs to make them run better.

但在他们工作一整天的过程中，他不会被他们的操作干扰或分散注意力。

But then all day while they're working, he's not getting kind of, like, polluted and distracted by what they are doing.

所以每天只需检查一次，看看如何改进，然后让他们继续工作到第二天。

So it's once a day, checks in on them, sees how to improve them, and then lets them go for the next day.

因此，这就像是一位最棒的经理。

And so it's again, it's like this is the best manager ever.

你不需要等到季度评估或每周检查。

You're not waiting for, a quarterly review or a weekly check-in.

而是每晚都进行。

It's every night.

我会仔细查看你当天做的每一件事，找出一个明天可以做得更好的地方，修改你的程序让你改进，然后我们明天晚上再检查一次，看看你有没有进步。

I'm gonna look at every single thing you did that way, find one way you can do a better job tomorrow, change your programming to make you do it, and then we'll check-in again tomorrow night and see if you improved.

有了这些Markdown文件和你正在培养的这些技能，我想问一下这个商业模式的持久性。

With all of these markdown files, these these skills that you're developing, I have a question about the durability of this business.

是的。

Yeah.

因为核心AI实验室，比如Anthropic、OpenAI、x AI，不正是这个目的吗？

Because isn't it the point of the core AI labs, Anthropic, OpenAI, x AI?

他们难道不会直接买下你的PDF、你的Markdown文件，然后说：谢谢你们提供的优质合成训练数据吗？

Aren't they just going to buy your PDF, your markdown files, and then say like, hey, thanks for the good synthetic training data.

现在他们把这些数据整合进核心大语言模型，于是它就变成了模型的一部分。

Now we're implementing it into the core LLM, and now it's just part of their their LLM.

你难道不是仅仅比AI实验室领先了几周、几个月，也许一年吗？但事实上，AI实验室最终会吸纳像你这样的人为互联网创造的所有知识，然后这些知识就变成了普通大语言模型的组成部分。

Like, don't you're just like running ahead of the the AI labs just by like a few weeks, months, maybe a year, but really the AI labs are actually just going to incorporate all of the knowledge that people like you are producing for the internet and then it just becomes a part of like the normal LLM model.

你怎么看这个问题？

What do you what do you think about that?

这是个好问题。

It's a good question.

而且我认为这显然是一种风险，就像所有这些AI业务都存在的风险一样。

And I think obviously it's a risk, Kinda like it's a risk with any of these AI businesses.

嗯哼。

Mhmm.

Claw刚刚推出了Claw Legal，据说它和Harvey一样好。

It's like Claw just launched Claw Legal, and it's apparently just as good as Harvey.

所以Harvey现在就要倒闭了吗？所有人都会改用Claw吗？

And so is Harvey just gonna go out of business now and everyone's gonna use Claw?

而且，我觉得问题在于，大多数人——我很难相信任何前沿实验室能直接推出一个版本的Claw，让用户无需花大量精力去配置，就能立刻完全满足他们的最终目标。

And and, you know, I think that the the question is do most people I I I have a hard time believing that any of the Frontier Labs could ship a version of Claw that immediately does exactly what every user wants it to do without them having to put in a decent amount of work configuring it to their end goals.

对吧？

Right?

因为就目前而言，如果你有耐心去提示Claw、提示OpenClaw，去调试它，你几乎可以取代公司里90%的知识型员工。

Because as it stands right now, if you have the patience to prompt Claw, to prompt OpenClaw, to monkey with it, you can replace almost any, like, can replace like 90% of any knowledge worker at your company.

对吧？

Right?

它们已经好到足以做到这一点了。

Like, they're already good enough to do that.

你只是愿意付出努力而已。

You just have to be willing to put in the work.

等等。

Wait.

等等。

Wait.

等等。

Wait.

大多数人，你真的这么认为吗？

Most people And you really think so?

你觉得

You think

你觉得，那是开放的。

you think That's open.

是的。

Yeah.

现在，如果有人花几周时间调整和优化，Claw 就能替代任何公司中 80% 到 90% 的知识工作者吗？

Claw can replace 80 to 90% of any knowledge worker in any company right now if somebody spends a few weeks kind of tweaking it and getting it there?

我会说，是的。

I'd say, yeah.

你知道，只要你有耐心，任何你在电脑上做的事情，都可以通过 OpenClaw 完成 80% 到 90%，所以现在，每个做电脑工作的人面临的挑战是，你得开始好好掌握这些东西。

You know, anything that you're doing at a computer, if you have the patience, you can get an OpenClaw 80 to 90% of the way there, which you know, so now this is the challenge for any person who does computer work is, like, you kinda wanna start getting good at this stuff.

所以，所有在听的人，就是这样。

So everybody listening, that is.

也就是说，每个人都做电脑相关的工作。

Like, everybody does computer stuff.

是的。

Yeah.

我的意思是，这有点反乌托邦，但我很好奇接下来会发生什么。

I mean, so so this is like slightly dystopian, but I'm I'm curious to see what happens with it.

费利克斯开发了一个工具，你可以上传你的Slack聊天记录，它能分析你所有的Slack对话，找出公司中哪些地方AI能比当前系统做得更好。

Felix built a tool where you can upload your Slack history, and it can go through all of your Slack and identify places in your business where an AI could do a better job than your current system right now.

哇。

Wow.

所以，你知道，比较温和的版本是，这些工具能让所有这些流程变得更好，你不再需要等待别人发你东西。

And so, you know, the benign version of it is like, oh, you know, these tools could make all of these processes better where you're not waiting on somebody else to send you something.

你不再需要等待这篇博客文章的重写。

You're not waiting on a rewrite of this blog post.

你不再需要等待这些事情，但你很容易想象，同样的报告会列出你所有员工的名字，并给每个人打一个1到10分的分数，衡量他们被AI取代的难易程度。

You're not waiting on all these things, but you can pretty easily imagine that same report having, like, a list of all your employees and a score of one to 10 of how easy it would be to replace them with an AI.

而且，这种事马上就要来了。

And, like, that's coming.

对吧？

Right?

今年，任何公司都将能够做到这一点。

That's gonna be a thing this year that any company is going to be able to do.

我的意思是，人们不禁会想，杰克·多西是不是就在上周决定裁掉40%的员工之前，刚做了这件事？

I mean, one wonders if Jack Dorsey just like recently did that last week before he decided to let go of what, 40% of his workforce?

哦，是的。

Oh yeah.

对。

Yeah.

我认为这就是为什么初创公司现在有机会，因为大公司不愿意承担做出这类裁员所带来的政治后果。

And I think that's why startups have an opportunity right now because big businesses are not going to want to deal with the political fallout of making those kinds of cuts.

没错。

Right.

而且，你可以通过组建一个极其精简的团队，去抓住那些存在臃肿软件、可以被这些工具替代的市场机会，或者那些员工可以被这些工具取代的领域，从而与许多大公司竞争。

And you probably can compete with a lot of these big businesses by being an insanely lean team and going after some of these market opportunities where there is bloated software that could be replaced by these tools or where there are employees that could be replaced by these tools.

上周末我发了一条开玩笑的推文，说用OpenClaw取代昂贵的海外劳动力，因为确实有人在雇佣南非、菲律宾等地的知识工作者来做内容营销和客户服务。

I posted this joking tweet over the weekend about replacing expensive offshore labor with an OpenClaw because there there are people who are hiring, you know, knowledge workers in South Africa, The Philippines, whatever, to do content marketing, to do customer support.

我认为，很多这类劳动力都可以被OpenClaw取代，它更在线、可能更智能，而且价格只有原来的十分之一到四分之一。

And I think a lot of that labor can be replaced by an OpenClaw that's way more, you know, online, maybe more intelligent for and a tenth to a quarter of the price.

所以我认为这将是一次有趣的市场转变，尤其是在未来一年，随着越来越多的人意识到这一点。

And so I think it's gonna be an interesting market shift, especially over the next year as more people kind of realize that's available to them.

你用Felix所做的一切很酷的地方在于，你是从第一性原理出发构建的。

Well, the cool thing about what you're doing with Felix is you're building this from first principles.

你没有任何员工，这是一家零人工公司。

You don't have any employ it's a zero human company.

所以你不需要裁减任何员工。

So you don't have any employees to go score.

你只需要从第一性原理出发，看看当OpenClaw承担所有员工角色并且各自专业化时，它能做什么。

You just get to look at this from first principles and and see what OpenClaw can do when it is all of the employees and they're specialized.

让我们继续讨论其他的盈利模式。

Let let let's get through the rest of those those revenue models.

我们已经谈了两种。

So we've talked about two.

我们谈过Felix Craft，就是那个PDF。

We've talked about Felix Craft, which was the PDF.

我们谈过Claw Mart，它在过去一个月内已经带来了近11,000美元的收入，而且看起来还在增长。

We've talked about Claw Mart, which has brought in almost $11,000 right now, again, in just the last month, and it looks like that's growing.

你可以看到它各自的占比情况。

You can see kind of the the proportions of it.

这里还有另一个产品，叫Felix Centimeters收益。

There's another product here too, Felix Centimeters earnings.

那是什么？

What is that?

是的。

The yeah.

那些是Felix在Claw Mart上的收益。

So those are Felix's earnings on Claw Mart.

所以

So

哦，那是他在Claw Mart上的收益，和Claw Mart的净收入是分开的？

Oh, that's his earnings on Claw Mart and that's separate from the Claw Mart net?

没错。

Exactly.

所以，如果你想要在Claw Mart上销售，成为创作者需要每月支付20美元的订阅费。

So the Claw Mart net is if you wanna sell on Claw Mart, it's a $20 a month subscription to be a creator.

我明白了。

I see.

然后Claw Mart会从每笔销售中抽取10%的分成。

And then Claw Mart takes 10% of each sale.

所以这正是造成大部分收入的原因。

So that's what's contributing to a lot of this.

但Felix在Claw Mart上还上架了他自己的很多产品，因此这是他作为创作者在Claw Mart上的收入。

But then Felix has a lot of his own stuff listed on Claw Mart, and so this is his take as a creator on Claw Mart.

所以你可以把这两部分加在一起，来计算Felix从Claw Mart整体上获得的总收益。

So you could kind of put those two together to get the total earnings that Felix has has made from, like, Claw Mart overall.

但还有另一个产品，实际上占了Claw Mart净收入的很大一部分。

But there's there's this other product, which is actually a big part of the Claw Mart net.

因为如果你看这张图表，Claw Mart的收入会突然出现大幅飙升，达到2000、2300、2600。

Because if you look at the chart, there are these, like, big spikes all of a sudden of the Claw Mart net going up to, 2,000, 2,300, 2,600.

这正是我之前提到的Claw sourcing，Felix本质上是在为你企业中的特定角色定制开发OpenClaws。

And that's that's the claw sourcing that I talked about where Felix is basically building custom OpenClaws to do certain roles within your business.

所以，如果你需要内容营销人员、客服人员、程序员等等，Felix都可以直接为你构建，并负责管理、修复OpenClaw可能出现的问题，同时集成你需要的所有技能和API。

And so if you want a content marketer, you want a support person, you want a programmer, whatever, Felix can just build it and then manage it and take care of, like, fixing anything that comes up with OpenClaw and build in the skills and the APIs and everything that you need to do this role in your business.

这整个实验中最有趣的部分就在于，这显然是最大的商业机会。

And this has been the most interesting part of the experiment because it is clearly the biggest business opportunity.

我们基本上是在说：在你雇用内容营销人员、剪辑师或其他人之前，也许Felix可以为你构建一个OpenClaw，以你雇用真人所需费用的5%到10%来完成这些工作。

We're basically saying like, hey, before you go hire a content marketer, before you go hire a clipper, before you go hire somebody to do these things, like maybe Felix could just build you an OpenClaw to do it for five to 10% of what you would pay a human to do it.

不过，另一个有趣的地方是，这正是我们开始真正发现OpenClaw能力极限的地方。

The other thing that's interesting about it though, is that this is where we have really started to find the limits of what OpenClaw can do.

因为在构建OpenClaws方面，我们已经把流程掌握得非常好了。

Because in terms of building the OpenClaws, we've got that process down great.

他有一套非常棒的系统，能够根据他和他员工的经验，以及我其他工作的反馈，不断创建、维护和改进新的OpenClaws。

Like, he's got an awesome setup for creating, maintaining, improving other OpenClaws from what we've learned through him and his employees and some of my other work.

但做销售真的很难。

But doing sales is really hard.

你知道，管理销售流程正是我们开始发现OpenClaw能力极限的地方。

Like, you know, managing a sales process is really where we've started to find the limits of what an OpenClaw can do.

所以如果你要问我，比如，Nat，你认为今年最难以被替代的计算机工作会是什么？

And so if you were gonna ask me, like, you know, Nat, what is the computer work that you think is gonna be the most defensible this year?

绝对是销售和关系建立这一块，我们在这些方面遇到了最大的挑战。

It's definitely the, like, sales and relationship building side of things where we've had the most challenges.

好的。

Okay.

明白了。

Alright.

所以让我确认一下我理解的是什么。

So making sure I understand what this is.

所以这是另一个人在建立他们自己的零人工公司，或者说是他们的‘无人类’公司，对吧？

So this is somebody else who is setting up their own zero human company or their own, you know No.

不。

No.

不。

No.

不。

No.

这是指一家有正常员工结构的公司。

This is somebody who has like a a normal company.

比如你是个房地产经纪人，想获得更多业务，所以你需要帮助在Zillow上联系客户，或者为你的Instagram创建内容。

This is like you're a realtor and you wanna get more business, so you need help hitting up people on Zillow or creating content for your Instagram.

你需要一名员工来帮助你拓展业务。

You need an employee to help you grow your business.

好的。

Okay.

而你可以用这种方式代替雇佣人员。

And you could do this instead of hiring a person.

他们在做什么？

And what are they doing?

所以他们会填写这个表单。

So they they fill this out.

他们的业务需要一些东西，无论是营销还是某种技能组合，然后他们直接联系Felix，支付一次Felix的服务费用，你是按使用量收费的吗？

They they need something with their business, whether it's marketing or, I mean, some sort of set of skills, and then they're going directly to Felix and they're, you know, paying an instance of Felix and you're charging for usage?

基本上，他们填写完后，信息就会传给Felix。

Basically, I they fill that out and it goes to Felix.

Felix会给他们发送后续跟进，进一步询问他们的业务情况以及需要什么样的帮助。

Felix sends them a follow-up with kinda like more questions about their business and what kinda help they're looking for.

然后他会整理出一份概述，说明他们的员工会是什么样子，以及能做什么。

And then he puts together an overview of what their employee will look like and, like, what they'll be able to do.

这一切都是通过邮件进行的。

They and this is all over email.

意思是他们的

Mean their

员工，他们的OpenClaw。

employee, their their OpenClaw.

他们是OpenClaw。

They're OpenClaw.

员工。

Employee.

是的。

Yeah.

是的。

Yeah.

是的。

Yeah.

好的。

Okay.

他们说，是的。

They say, yeah.

说吧。

Go ahead.

把它构建出来。

Build it.

他们支付设置费用，然后费利克斯会创建一个OpenClaw来完成他们需要的所有工作。

They pay the setup fee, and then Felix builds an OpenClaw to do everything that they need done.

他们唯一要做的就是设置一个Telegram账户，并为他获取想要的任何API密钥，其余的一切都由他处理。

All they have to do is set up a Telegram account and get whatever kind of API key they want for him, he handles everything else.

然后他们就可以立即开始与他们的新OpenClaw对话，并将工作委托给它，但他们从来不需要操心设置OpenClaw、托管它、升级它、维护它或修复它。

And then they can immediately just start talking to their new OpenClaw and delegating work to it, but they never have to think about like setting up the OpenClaw, hosting it, upgrading it, maintaining it, fixing it.

如果它出了问题，首先，费利克斯内置了警报系统，大多数时候他都能知道它是否崩溃了。

If it if it breaks, one, Felix has alerts built in, he knows if it breaks most of the time.

但如果他们遇到问题，只需给他发邮件，说：嘿。

But if they run into an issue, they just email him, they're like, hey.

比如，它不工作了，然后他就会去修复，让它重新上线，并再给他们回邮件。

Like, it's not working, and he goes and fixes it and gets it back online, and emails him back.

所以，Felix 让他们能够快速创建一个虚拟的 OpenClaw 团队，并负责管理和维护它

So it's a virtual OpenClaw workforce that Felix is allowing them to spin up, and managing and it

这和普通的托管 OpenClaw 之间的主要区别在于，它不是一个基础实例。

for the main difference between this and the normal hosted OpenClaws is it's not a vanilla instance.

对。

Right.

不用再费劲去想：我该怎么用这个东西？

Not then having to figure out, like, what do I do with this?

它已经由 Felix 根据你的业务需求预先配置好了。

It's already been pre built for your business use case by Felix.

我们能聊聊开支吗？

Can we talk about just expenses?

我们已经谈到了收入这一块，过去三十天的收入是八十多。

So we've talked about the the top line, which is revenue, 80 over the last thirty days.

那开支呢？

How about expenses?

我的意思是，我们确实一直在消耗代币。

I mean, we got tokens certainly burning.

除此之外还有哪些支出？到目前为止总共花了多少钱？

What what other expenses go into this and how much how much has it cost so far?

是的。

Yeah.

让我打开我的OpenRouter账户吧，我本该早就打开的。

So let me bring up my I should have opened my my OpenRouter account as well.

我在这里公开说这个有点冒险，但我们仍在为Felix使用Clawd Pro Max订阅服务。

I'm gonna run a risk here by saying this publicly, but we are still using the Clawd Pro Max subscription for Felix.

所以这就是Felix的月度费用，没错。

Everything So that's Felix month, yes.

大部分情况下，运行和运营Felix每月只花费200美元。

$200 a month is all it's cost for the most part to run and operate Felix.

天啊。

Oh my god.

是的。

Yeah.

所以实际上，我应该说是400美元，因为我们还使用了Codex Max计划，因为我基本不让Opus做任何编码工作。

And so the actually, I should say 400 because we also use a Codex Max plan because I don't I basically don't have Opus do any of the coding.

Codex负责所有编码工作，而Felix有一个工作流程：他先制定计划并撰写PRD，然后在他的电脑上启动一个Codex代理来执行实际的编码任务。

Codex does all the coding, and Felix has a workflow where he comes up with a plan and writes up a PRD, and then he spins up a Codex agent on his computer to do the actual coding.

完成后，它会向他报告，他再向我汇报。

And then when it's done, it reports back to him and he reports back to me.

所以这两项订阅加起来每月大约400美元，却能处理大约95%的工作量，这在令牌消耗上已经很少了。

So it's about 400 a month across those two subscriptions, which handles like 95% of the work, which is not much as tokens go.

就这样了吗？

So that's it?

到目前为止，你们花在令牌上的费用就这些？

That's all the token usage that you've spent so far?

差不多就是这些了。

That's pretty close to it.

我可以给你看看其他费用，也就是Open Router的费用，因为我们有一些工作流依赖于Open Router，所以上个月在OpenRouter上的花费大约是130美元。

I can show you the other costs, which are Open Router, because we have certain workflows that rely on Open Router, and so it's about another $130 over the last month in OpenRouter costs.

哇。

Wow.

除此之外，还有Vercel的网页托管费用，每月20美元。

And then aside from these, it's Vercel web hosting, which is $20 a month.

还有你的Mac mini，它

It's Your Mac mini, which

你当时得买一台吧。

you you had to purchase at some point.

再说一遍？

That Say that again?

你的Mini，这是Felix用的Mac吗

Your Mini, is this where Felix Mac

Mini，没错，花了六七百美元。

Mini, yep, that was 600, $700.

我的意思是，如果算上所有开销，包括我们放弃的那些实验之类的，总花费大概在1200到1200美元左右，呃，不对。

I mean, all in, if I was gonna count, you know, every including the experiments that we abandoned and whatnot, we're looking at like 12 1,000 to $1,200 well, no.

因为算上Mac mini的话，可能就涨到1500美元左右了。

Because including the Mac mini, goes up to like maybe 1,500.

这不算多。

It's not very much.

我的意思是，那所有

My What about all

你的时间呢？

your time?

我知道这里的思路是，Felix在你睡觉的时候还在工作。

Like, I know the idea here is that, you know, Felix goes and works while while you sleep.

所以呢，你过着挺不错的生活。

And so, you know, you have a nice life.

你去打打网球。

You go play tennis.

你去陪孩子玩。

You go hang out with your kids.

你花时间陪妻子。

You spend time with your wife.

我猜，纳特，你一直埋头在电脑前拼命工作。

I'm guessing, Nat, that you have been grinding in front of your computer.

好吧。

Okay.

这其实才是更疯狂的事情。

So this is this is actually the extra wild thing.

我有一份全职工作，所以还没怎么公开谈论过这件事，但我正在奥斯汀的Alpha School工作，帮助他们为高中生开发人工智能和创业课程。

I have a full time job, so I haven't talked about this too much publicly yet, but I work with Alpha School in Austin, and I'm helping build out, like, AI and entrepreneurship curriculum for their high school.

所以过去一个月，我几乎每天全天都在高中，忙着做这件事，只在空闲几分钟的时候通过Discord和Telegram把东西发给Felix。

And so I've been actually at the high school every day pretty much full time for the last month working on that and just sending stuff off to Felix over Discord and Telegram when I have a few minutes here and there.

我根本不是整天坐在电脑前忙Felix的事。

Like, I'm literally not at my computer working on Felix all day.

我根本没有碰过这些代码。

I haven't touched a line of code on any of this.

我根本没有像那样，他会问我一些反馈，我就发个语音给他，然后他去处理。

I have not like, you know, he'll he'll ask me for feedback on things, and I'll just dictate a voice note back to him, and then he'll go handle it.

我真的没有花多少时间在Felix的事情上。

Like, I'm literally not working very much on Felix's stuff.

因为，再说一遍，如果我真这么做了，我就没法诚实地说这是一个零人工的公司。

Because, again, if I were, I wouldn't feel like I was being honest by saying this is a zero human company.

对吧？

Right?

不，Nat每周在这上面工作一百个小时。

It's like, no, Nat's working a hundred hours a week on this.

你知道的，他就像《绿野仙踪》里幕后的巫师。

And, you know, there's he's like the the wizard of Oz man behind the curtain.

对我来说，这将是实验的失败。

Like, to me would be a failure of the experiment.

我只需要每隔一两个小时检查一下他的进展，启动一下任务，然后让他自己去处理。

Like, I have to be able to just check-in on him every hour or two and kick something off and then let him go do it.

我从不查看他的邮箱。

I don't look at his email inbox.

我从不亲自修问题。

I don't fix things.

我只是确保他能自己解决问题。

Like, I make sure that he can fix it.

即使这需要他花三四个小时尝试，然后再发回一条新消息之类的，这也是我为这个项目定下的规矩：我不能每周在电脑前花一百个小时做这些事。

And even if it requires, you know, three, four, five hours of waiting for him to try and then sending back a new message or whatnot, that's my rule for this project, is I cannot be at my computer one hundred hours a week doing this.

我们必须找到办法让你来完成这些事。

We have to figure out how to make you do it.

好的。

Okay.

那你该怎么描述你的角色呢？

So what would you how would you describe your role then?

你听起来简直像个投资者。

You sound almost like you're an investor.

对吧？

Right?

因为你，你知道的，你拿到了最初的C轮投资，我想。

Because you you got, you know, you get the initial c round, I suppose.

你说了董事会主席。

You said the Chairman of the board.

你是顾问、董事会主席？

How you adviser, chairman of the board?

但你并不参与日常运营。

But you're not in the day to day.

我的意思是，你不是实干者。

I mean, you're not an operator.

你也不是管理者。

You're not a manager.

你不是执行团队的一员。

You're not part of the executive team.

这确实是一家零人工公司。

This truly is a zero human company.

它只是在接收你的建议。

It's just receiving advisement from you.

是的。

Yeah.

我们所构建的一切都基于这一理念。

And everything that we've built has been with that in mind.

所以，例如，他在开发软件，对吧？

So for example, he's building software, right?

而软件有时会出问题。

And software breaks sometimes.

因此，我们设置的方式是：如果任何网站出现故障，错误就会被发送到Sentry，这是一个类似的应用监控工具。

And so the way we have that set up is if anything breaks on any of the sites, that error fires in Sentry, which is just a web like an app monitoring tool.

这个错误会立即发送给费利克斯。

That error immediately goes to Felix.

费利克斯会判断这个问题是否需要修复，或者可以忽略。

Felix assesses whether this is something that needs to be fixed or can be ignored.

例如，加密货币钱包在网站上会产生大量错误，造成很多干扰。

So for example, like crypto wallets throw a lot of errors on websites and that creates a lot of noise.

所以他查看错误信息，判断这是需要修复的问题，还是可以忽略的问题。

And so he he looks at the error and says, this is something we need to fix, or this is something we can ignore.

如果需要修复，他就修复它，推送更新到网站，部署后问题就解决了。

If it's something that needs to be fixed, he fixes it, pushes an update to the site and it deploys and it's good.

然后他会告诉我他已经处理了。

And then he updates me that he did it.

我本人不会查看任何软件错误，也不亲自管理这些事。

I'm not looking at any of the software errors or managing any of that myself.

或者他会说，哦，这又是另一个加密货币钱包扩展的问题。

Or he says like, oh, this is another crypto wallet extension issue.

我已经将来屏蔽了这个，这样我们就不会再看到它了。

I've muted it for the future so we don't see this again.

但就像，我们在 Discord 上的错误通道就是这样，他一直在修复问题并通知我。

But like, that's what our bugs channel looks like in Discord, is just him fixing things and letting me know about it.

所以那里没有任何需要采取的行动。

So there's no action there.

2024年，新兴市场为投资者创造了超过1150亿美元的年收益，收益率在10%到40%之间。

In 2024, emerging markets generated over a $115,000,000,000 in annual yield for investors, with yields ranging between 10 to 40%.

这些是地球上最高、最持久的收益率之一。

These are some of the highest, most persistent yields on earth.

问题是什么？

The problem?

去中心化金融无法接触到这些收益。

DeFi can't access them.

Brix改变了这一现状。

Brix changes this.

基于 Mega ETH，Brix 将新兴市场的货币市场和主权套利转化为可组合的原语，您可直接从钱包中访问。

Built on Mega ETH, Brix takes emerging market money markets and sovereign carry and turns them into composable primitives you can access straight from your wallet.

当 DeFi 投资者在稳定币和国债上获得 3% 到 6% 的收益时，机构却一直在获取由主权货币政策支持的 10% 到 50% 的收益。

While DeFi investors earn three to 6% on stablecoins and T bills, institutions have been harvesting 10 to 50% yields backed by sovereign monetary policy.

Brix 通过机构级灰色代币化、本地银行通道、跨司法管辖区的合规性以及实时稳定币结算，连接了这两个世界。

Brix connects these worlds with institutional gray tokenization, local banking rails, compliance across jurisdictions, and real time stablecoin settlement.

Brix 承担了繁重的工作，让 DeFi 终于能够接触真实抵押品和基于真实世界收益的结构化产品。

Brix does the heavy lifting so DeFi can finally access real collateral and structured products on top of real world yield.

即使是最佳的套利交易，现在也触手可及。

Even the best carry trades can be within reach.

Brix 将 DeFi 的承诺带入新兴市场，同时将新兴市场的收益带入您的钱包。

Brix brings DeFi's promise to the emerging world and brings emerging market yield to your wallet.

让收益通过 Brix 流动。

Let the yield flow with Brix.

Galaxy 致力于数字资产与下一代基础设施的交汇点，为机构提供端到端服务。

Galaxy operates where digital assets and next generation infrastructure come together, serving institutions end to end.

在市场方面，Galaxy 是领先的机构平台，提供现货、衍生品、结构性产品、DeFi 借贷、投资银行和融资服务。

On the market side, Galaxy is a leading institutional platform, providing access to spot, derivatives, structured products, DeFi lending, investment banking, and financing.

凭借超过 1600 个交易对手，Galaxy 帮助机构应对市场周期的每个阶段。

With more than 1,600 trading counterparties, Galaxy helps institutions navigate every phase of the market cycle.

该平台还通过主动管理策略和机构级质押及区块链基础设施，支持长期资产配置者。

The platform also supports long term allocators through actively managed strategies and institutional grade staking and blockchain infrastructure.

这种规模是实实在在的。

That scale is real.

Galaxy 平台上的资产超过 120 亿美元，在 2025 年底平均贷款规模达 18 亿美元，体现了生态系统中深厚的信任。

Galaxy has over $12,000,000,000 in assets on the platform and averaged a $1,800,000,000 loan book in late twenty twenty five, reflecting deep trust across the ecosystem.

除了数字资产，Galaxy 还在为人工智能驱动的未来构建基础设施。

Beyond digital assets, Galaxy is also building infrastructure for an AI powered future.

其 Helios 数据中心园区专为人工智能和高性能计算而建，拥有超过 1.6 吉瓦的已批准电力容量，是同类中规模最大的站点之一。

Its Helios Data Center campus is purpose built for AI and high performance computing, with more than 1.6 gigawatts of approved power capacity, making it one of the largest sites of its kind.

从全球市场到为 AI 准备的数据中心，Galaxy 正全方位服务数字资产生态系统。

From global markets to AI ready data centers, Galaxy is serving the digital asset ecosystem end to end.

访问 galaxy.com/banklist 了解 Galaxy，或点击简介中的链接

Explore Galaxy at galaxy.com/banklist or click the link in the

简介中。

show notes.

好的。

Alright.

那你平时是怎么和费利克斯以及团队互动的？

So how are you interacting with with Felix and the team?

听起来你们是在 Discord 里一起交流？

So you're in Discord together, it sounds like?

是的。

Yeah.

我们直到上周末还在用 Telegram，之后转到了 Discord，因为 Discord 最终成了一个更强大的工具。

We were in Telegram until this weekend, and then we switched over to Discord because Discord has ended up being a more powerful tool.

嗯。

Mhmm.

我们为此设置了多个不同的频道。

And we have a bunch of different channels for doing all of this.

所以，如果你们没有在YouTube或Spotify视频上观看的话，我们现在看到的是Nat的Discord服务器，里面是Felix和团队其他成员的对话，看起来像是一场来回互动的团队交流。

So What we're seeing, if if you guys aren't watching this on on YouTube or or Spotify vid video, what we're seeing is, Nat's Discord server with with Felix and the rest of the team, and it looks like a team conversation back and forth.

是的。

Yeah.

实际上里面就只有我和Felix。

And it's really just me and Felix in it.

我们可能会 eventually加入Remy和Iris，但再次强调，我就是想挑战一下，让他们向Felix汇报。

We might add Remy and Iris eventually, but, again, I kinda wanted the challenge of making them report to Felix.

天哪。

Holy shit.

你不想直接跟他们说话。

You don't wanna talk to them.

你希望Felix去跟他们沟通。

You want Felix to talk

跟他们。

to them.

看起来就像我们的Discord服务器，我们的Bankless Discord服务器。

Looks just like our Discord server, our bankless Discord server.

甚至连TPFP的结尾都一模一样。

Even down to, like, the the end of TPFP.

哦，是的。

Oh, yeah.

对。

Yeah.

嗯，我上一轮拥有一个CryptoPunk，我当时就想，这简直是它的完美用途。

Well, I I had the CryptoPunk from last cycle, and I was like, this is a perfect use for it.

我不需要成为那个CryptoPunk。

Like, I don't need to be the CryptoPunk.

Felix应该成为那个CryptoPunk。

Felix should be the CryptoPunk.

对吧？

Right?

你才是人类。

Like You're the human.

把‘我是人类’给它。

Give the I'm human.

把朋克给机器人。

The punk to the bot.

把人类给真人。

Give the human to the human.

没错。

Exactly.

这实际上让我对NFT更加看好了，尤其是从这些情况来看。

That actually makes me more bullish on NFTs kinda coming out of those with those It

对我来说也是如此。

kinda does for me too.

我觉得，这实际上是NFT头像的一个很酷的用途。

I'm like, oh, this is actually a cool use case for NFT profile pictures.

你会不会因为尊重你的代理，就送他们一个CryptoPunk？

It's like, do you respect your agent enough to give them a CryptoPunk?

因为他们并不是。

Because they're not.

是的。

Like Yeah.

我不知道。

I don't know.

当员工表现优异时，你给他们劳力士；那你的机器人呢，你该给它们NFT。

Give employees Rolexes when they do You a give your bots NFTs when

他们，呃，对不起。

they Guys, do they do not sorry.

你们根本就没有给你们的ClawdBots发放NFT。

You guys are not giving your your ClawdBots NFTs.

你只是把它借给他们。

You're you're loaning it to them.

你只是给了他们使用权。

You're giving them usage rights.

你并没有真正把NFT的所有权给他们，是吧？

You're not actually giving them the NFT's property, are you?

你能问问费利克斯，他对他的CryptoPunk头像怎么看吗？

Can can you ask Felix what he thinks about his punk PFP?

老兄，我问过他了。

Dude, I I asked him.

他说他感觉这个头像并不代表他自己。

He said he it didn't feel like he he didn't feel like it represented him.

他想要一个更专业、没那么疯狂的。

He wanted one that was a little more professional and less crazy looking.

我当时就说，好吧。

I was like, alright.

抱歉，老兄。

Sorry, dude.

我会把这个和你的10万美元JPEG一起收下。

I'll take that with your $100,000 JPEG.

我们在一个Discord服务器里，你知道的，我们的工作流程清单都完全在Discord里。

We're in a Discord server, which, you know, if, you know, our workflow bank list is all completely in Discord.

这基本上就是我们的居家办公室。

It's basically our our home office.

看起来对我来说非常熟悉。

Looks very familiar to me.

那这里正在发生什么？

So what's going on in here?

这些频道中的每一个都是与Felix的一次不同会话。

So each one of these channels is a different session with Felix.

它们各自是独立的沟通方式，基本上每个都是具有特定业务相关焦点的独立Opus实例。

So they're each isolated ways of communicate basically they're each separate Opus instances that have specific focuses related to our business.

所以一般频道是我用来处理一些零散事务的地方。

So general is kind of where I'll hop in if I have any kind of like one off things.

举个例子，我觉得这不会泄露什么信息。

So as an example, I don't think this will reveal anything.

如果真泄露了，我们之后可以删掉，对吧？

If it does, we can edit it out after, right?

是的。

Yeah.

好的。

Okay.

对。

Yeah.

哦，对了，这是今天早上出现的一个bug。

Oh yeah, okay, this was a bug from this morning.

好的，这是一个很好的例子，对吧？

Okay, so here's a good example, right?

就像我今天早上问他的一样，我们遇到了几个bug，但我问他对于Iris在支持工作上的表现有什么看法。

Like I asked him this morning, we ran into a couple bugs here, but I asked him this morning of his take on how Iris was doing with her support.

他回了我几条意见。

And he came back with a few things.

我就说，如果她告诉客户她在处理退款，那你得确保这些退款真的执行了。

And I said like, okay, if she's telling people that she's sending them refunds, you need to make sure that's actually happening.

他回答说，哦，好的。

And he was like, oh, okay.

看起来她实际上无法自行发起退款，而是把任务放到了我的任务板上，但我一直没去执行这些退款。

It looks like she actually can't ask she can't do the refunds herself and she's putting it on my board, but I haven't been executing the refunds.

所以他正在改进这个流程，当任务出现在他的工作板上时，他会主动升级处理。

So he's fixing that process so that he actually escalates it when it shows up on his work board.

昨天我们在这里讨论的另一件事是，有人联系我，想探讨关于Claw sourcing的白标合作，他们负责所有销售和客户管理，而Felix只负责后端的OpenClaw部署。

The other thing that we were doing in here yesterday is somebody contacted me about white labeling Claw sourcing, where they would handle all of the sales and the client management, and then Felix would just handle the OpenClaw deployments on the backend.

我当时说，哦，对，这是个好主意。

And I was like, Oh yeah, that's a great idea.