Darren LI

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

Takeaway: 1. This is the first cycle in which crypto is intertwined with the rest of the macro economy. Traditional funds and their portfolio companies agree on that each founder should limit their budget and keep improving.

The Great Online Game is an infinite video game that plays out constantly across the internet. It uses many of the mechanics of a video game, but removes the boundaries. You’re no longer playing as an avatar in Fortnite or Roblox; you’re playing as yourself across Twitter, YouTube, Discords, work, projects, and investments.

How companies can help creators manage NFT memberships:

That’s a key mental shift. The cost of failure is as close to zero as it’s ever been, and it will continue to fall. That’s true for entrepreneurship, and it’s even more true for the Great Online Game. Because entrepreneurs are trying to build a business; when you start to play the Great Online Game, you’re just building optionality.

This is a challenging task even for today's state-of-the-art LLMs such as GPT-4, largely due to their inability to generate accurate input arguments and their tendency to hallucinate the wrong usage of an API call

赛道特点?

1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早

实地调研了多个工厂和流水线后,症结还是 机器人不够好用 ,因此无法适应大多数工厂的复杂场景,只能胜任极少数的简单环节,比如汽车喷涂、AGV搬运、物流拆码垛