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
First and foremost, the company employs a strategy in which every quarter, Binance burns BNB from their reserve allocation relative to the amount of trading volume on their exchange. This strategy will continue until only 100M BNB (50% of the initial supply) remains.
Zach Fitzner • Binance: A Case Study of BNB’s Success
Then of course there is the BNB token, which could well be the secret to all of this success. BNB was introduced as a utility token with the benefit being that users could reduce the trading fees on the platform by 50% when using it, and it also offered liquidity to these customers.
Forbes • Error PageSecurity Violation (403)
There are two major waves happening today that could accelerate the creation of a new generational storytelling company:
- Consumer shift toward interactive media (over linear/passive media, i.e. TV/film)
- Technology advancement driven by generative AI
Jonathan Lai • The Next Generation Pixar: How AI will Merge Film & Games | Andreessen Horowitz
Paradigm shift on both demand and supply side
sim2real确实不是大问题了,但是zero-shot/few-shot sim2real永远是大问题,因为zero/few-shot learning本身就是大问题
在机器人领域应用深度强化学习，目前主流的一些思路是什么？ - 知乎
While same-day delivery and free returns are eroding much of the rest: we’ve now reached the point that it’s not clear that there is anything that cannot be bought online. But actually, the real barrier now is often not touching it, but knowing about it. These are things where a lot of the role of a physical shop is curation, recommendation and... See more
Benedict Evans • The Facebook of ecommerce — Benedict Evans
Per these ten DAOs proposal requirements, we find that:- A user must hold between 0.1% and 1% of the outstanding token supply to create a proposal.- A user must hold between 1% and 4% to pass it.
CHAINSANALYSIS • Dissecting the DAO: Web3 Ownership is Surprisingly Concentrated
原来线性强调的是TPF,technology problem fit,但在AI应用这件事上,技术门槛并不高,因为核心技术是由大模型提供的。但应用层对创始人想法的要求是更高的,对快速动作、快速组队的要求也更高。经过了几次决策流程我们发现了原来做法的问题,所以决定,只要找到right problem、right people
线性资本王淮的逆时代选择丨入局
Why was this type of network more valuable than the other ones mentioned above? There are at least three reasons:- There are global network effects to the telephone- The marginal cost of servicing a phone call is zero- In communications, subnetworks form within the overarching network
Uncharted Territories • Platforms and Aggregators
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