Darren LI

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

4. Today, the stack for LLM APIs can feel separate from the custom model training stack, but these are blending together over time.

We now believe the market is entering “Act 2”—which will be from the customer-back . Act 2 will solve human problems end-to-end. These applications are different in nature than the first apps out of the gate. They tend to use foundation models as a piece of a more comprehensive solution rather than the entire solution. They introduce new editing... See more

1. Nearly every company in the Sequoia network is building language models into their products.

Customer acquisition channels will collapse into agents

5. Decentralised exchanges have terrifying power laws. Top 5 DEXes command ~85% of the volume.

目前做大模型+机器人的 最大难点,在于获取数据 。谷歌和微软都选择了从收集家用动作入手,未来其他场景,比如办公室、街道、商场、工厂,如果能训练出来一个个小模型,融入到底层大模型里面,将会是创业公司的重要壁垒。