Darren LI

8. One question I tend to ask founders is: How many prospects have you talked to? This question alone can give you an idea of what founders think about the product and the market. Suppose you are building tools for DAOs. I might ask: how many DAOs have you talked to? What did you learn from those conversations? I like founders with a unique... See more

Only 17.9% of DAO treasury funds came from centralized services, while the remaining 82.1% originated at decentralized services. This suggests that most DAO contributors also engage with DeFi platforms and likely self-host their cryptocurrency.

It’s both a little awkward and entirely inevitable that businesses like Think Expansion would emerge on OnlyFans. Awkward because OnlyFans markets itself as providing the infrastructure for authentic, personal connections between creators and their fans. Inevitable because platforms like OnlyFans naturally encourage businesses to scale up,... See more

I don’t think anyone truly appreciates the power that they have to shape this world, it’s certainly not their fault. When you think we’re on a planet with seven billion other people, it’s very easy to think that surely someone else has more experience, more knowledge, more power to help improve this world. But it’s a pretty frightening realisation... See more

The second version of this thesis is that LLMs will verticalize to the extent it probably makes more sense to use multiple versions of vertical LLMs than one horizontal one, for most applications.

8. The average DeFi related DAO commands ~100 million in AUM. ( 60 DAOs in total handling $6 billion)

“Shein is so far ahead of its direct (fashion industry) competitors that it's difficult to even compare them.” It’s essentially defining its own category, which Matthew has coined Real-Time Retail.