Darren LI

AI won’t impact full markets the way previous tech waves have - but instead will only impact specific companies .

The issue is delivery, not content or capture. There’s a lot of raw footage roughly of this quality, it’s just been impossible to get to consumers without arduous download times or distracting compression artifacts. For reference, these videos are encoded at 250 Mbps which is not streamable, whereas Apple Immersive videos are 50 Mbps.

Etsy, ProductHunt and Pinterest (the latter two both A16z portfolio companies) are building solutions from different directions, and a great many people trying to replicate some form of the boutique model online as well, as I suggested here - to create some kind of specialist curation.

What about larger companies? With some caveats, larger companies aren’t worried about going out of business because their Amplitude is too expensive. They might be price-conscious in terms of negotiating a contract in context of their budget, but most SaaS software is just a line item at the end of the day. What matters more is that the solution is... See more

“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.

Browsing through the models that people are creating in the image generation space, there is a vast outpouring of creativity, from anime generators to HDR landscapes. These models are used and created by people who are deeply immersed in their particular subgenre, lending a depth of knowledge and empathy we cannot hope to match.