Darren LI

These companies follow a playbook originally written by Amazon: serve the needs of users within a single high-frequency purchase category, and use that category as a beachhead from which to expand vertically (brands) and horizontally (categories).

There are two major waves happening today that could accelerate the creation of a new generational storytelling company:

1. Consumer shift toward interactive media (over linear/passive media, i.e. TV/film)


2. Technology advancement driven by generative AI

编程这项工作非常适合 AI 增强或替代 ,原因如下:

1/ 编码本质上要求工程师将问题分解成更小、更易管理的任务;

2/ 有大量现有的训练数据;

3/ 任务需要判断力和基于规则的工作相结合;

4/ 解决方案利用可组合的模块(比如开源软件库等);

5/ 在某些情况下,工作成果可以通过经验测试其正确性。这意味着可靠的 AI 编码工具可以提供可量化的价值。

Catering to the price-conscious is a losing battle.

Amazon in particular and ecommerce in general is good at search. Amazon, very obviously, is Google for products. It's good at giving you the best-seller you've heard of or the water filter for your fridge (the long tail). It's not so good at the things in the middle.