付铖 · Fu Cheng

Shanghai. I build AI companies and write about where this is all going.

I bet — with real money and time — on a few things: intelligence is becoming as cheap as electricity, energy is the last currency that matters, and the fat margins of software get taken apart pillar by pillar. Everything below is me testing those bets in the open.

Building

Now — softopia.ai · splats.ai · wodex.ai

2025–26 · CPO, MuleRun — mulerun.ai · mulerouter.ai · muleteam.ai

2021–24 · Founder & CEO, Builtopia — builtopia.io · storys.ai · qubico.ai

Writing — AI Maxing

Notes on the AI industry, in Chinese. No hedging, just an operator calling it.

• A Spectre Will Haunt Again — the industrial revolution, rerun, this time for white-collar work
• The Endgame of the AI-Native Organization — a country of geniuses in a datacenter, and what’s left for humans
• The Death of Standardized SaaS — when a half-day vibe-code replaces a half-year product team
• Software and Models Both Go to Zero — “we have no moat,” and what’s left with value
• Services Become Software, Software Becomes Services — the $6-to-$1 inversion

Read more → — all ten essays

Before

• Manycore Tech · 2013–2021 — VP of CoohomCloud (now Spatial Verse). Products: Coohom · Spatial Verse · Kujiale.
• Zhejiang University · 2010–2014 — Software Engineering.

Elsewhere

X @fancyfrogs · Jike · GitHub · LinkedIn · 公众号 · Zhihu · [email protected]

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