Darren LI

Everyone knows that China is good at manufacturing. That’s been true for decades. What’s changed is that over the past five years, Chinese companies have caught up, and in some cases surpassed, the rest of the world in its understanding of mobile ecommerce consumer experience.

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.

Crypto is an asset class that rewards participation in the Great Online Game. The fastest way to understand what’s legit and what’s not, and which coins people are going to buy and which they’re going to ignore, is to spend time participating and learning online. The right Discord or Twitter follow is a massive source of alpha.

This transformation begins with less-complex, one-off models (typically referred to as machine learning) to do simple tasks that are forgiving to mistakes; for example, Netflix using AI to recommend shows.

To accomplish this goal, the “proud extroversion” of the early Web soon gave way to a much more homogenized experience: hundred-and-forty-character text boxes, uniformly sized photos accompanied by short captions, Like buttons, retweet counts, and, ultimately, a shift away from chronological time lines and profile pages and toward statistically... See more

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