Darren LI

Open-source projects—not just commercial open source—have served as a critical driver for the improvement of products for decades. However, some software is going to remain closed source. It’s just the nature of first-mover advantage. But when transparency and extensibility are an issue, an open-source successor becomes a real threat.

那么,到底哪些机器人的创业方向仍有机会呢?我认为是要深度结合 “AI大模型软件+机器人本体硬件+细分场景” 。来看一下大公司这几年在机器人领域研究什么:

Some apps will become really popular, others will, like so many social apps created over the past decade, get super hot early and burn out, but all will contribute to the strength and quality of the protocol’s network, making it easier for the next app to come in and tap into more users. That should mean that app developers can spend more of their ... See more

3. I think this will most likely be the last cycle of cryptocurrencies. Because last cycle Bitcoin went from about 1200 to 20 000, it increased about 20 times, and this cycle from 20 000 to 60 000, it increased 3 times. The increase is much smaller than in the previous cycle. I think it is very likely that cryptocurrencies will trade like Nasdaq in... See more

6. Same trend in lending platforms. Aave and DeFi collectively command ~90% of capital moved through lending platforms.

11. Coinbase is moving towards crypto-native, and FTX is moving away from crypto-native, so Coinbase will be the winner of Crypto, and FTX may be the winner of other markets.