Darren LI
@darrenli
Creator Economy, AI & retail-tech investor | J.D. & J.M. | PNG collector | Musical lover | Happy to chat, using Cal.com link below to book calls (https://cal.com/darrenli)
twitter.comDarren LI
Beacons is the only link in bio company on the market with four Stanford-educated machine learning founders (3 PhD’s and 1 MS).
Not Boring by Packy McCormick • Beacons: Not Boring Memo
3. Companies want to customize language models to their unique context.
Lauren Reeder • The New Language Model Stack
Technical side, Binance has the ability to handle 1.4 million orders per second, combined with its ability to host 20 million users, and multilingual support, the exchange has huge capacity when it comes to taking on more users without slowing or stalling.
Forbes • Error PageSecurity Violation (403)
赛道特点?
1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早
1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早
Joseph Epstein • 从达芬奇到桑塔格，博识者会成为时代的眼泪吗？
- The core of Packy’s flywheel is the Monday piece. These pieces are the crown jewel in Packy’s empire, the battery pack in his Tesla; these pieces are (rightly) shared en masse, and they fuel his obscene subscriber growth. - As Packy’s keeps churning out hit after hit on Mondays, his audience doesn’t stop growing. - As the audience grows, a few... See more
Jake Singer • Million Dollar Newsletter
Horizontal LLMs will lose .
Rob May • 5 Contrarian AI Theses For Early Stage Investors
But it's only through BNB that we've built such a strong community, and this is the secret of Binance's growth.”
Forbes • Error PageSecurity Violation (403)
【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