Generative AI

5 Contrarian AI Theses For Early Stage Investors

Rob May investinginai.substack.com

Darren LI

People need to be more thoughtful building products on top of LLMs. The fact that they generate text is not the point.

thesephist.com stream.thesephist.com

sari

【SaaS+AI】

Vertical SaaS是最好的做产品的机会 :1)找到垂直行业,持续获得用户内部/反馈且对模型训练有用的数据,垂类数据更容易对模型通过reward改进,让产品效果提升更快;2)获客成本相对低,尤其是后续拓展产品

重视how to access to data :如果SaaS企业非常重视AI,就一定要建立数据飞轮,用户的数据相当于免费标注:找人标注会很贵,但如果用户数据本身就是标注,就可以大幅提高迭代效率(如特斯拉)带着B2B2C、挖掘C端需求的思维做saas产品,比如客服 saas 的价值是解决C端问题

做企业级客户要非常非常有耐心

Article

Darren LI

The reason I think this is that the hard part of coding has always been humans getting clear on how they want a thing to work and then presenting this to a machine for execution. This is why we write code in programming language rather than natural language; programming language is an extension of formal logic and lets humans express with... See more