Darren LI

It gives away everything that Linktree charges for for free, and charges for features beyond what Linktree offers -- custom domains, multiple pages, and direct monetization. Additionally, because Beacons allows Creators to monetize directly, it can make money by taking a small cut of each transaction.

The moats are in the customers, not the data. We predicted that the best generative AI companies could generate a sustainable competitive advantage through a data flywheel: more usage → more data → better model → more usage. While this is still somewhat true, especially in domains with very specialized and hard-to-get data, the “data moats” are on

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人形机器人每个关节都需要大电机,导致整体功率大、续航短。这里面需要新的结构设计、算法设计

"It's fine to let the machine make all the decisions because they can do it at a much higher frequency and much more often to get the best possible results, but at the moment I don't have enough visibility into all the signals and where to spend my time improving which signals get the best-possible performance."

- The core of Packy’s flywheel is the Monday piece. These pieces are the crown jewel in Packy’s empire, the battery pack in his Tesla; these pieces are (rightly) shared en masse, and they fuel his obscene subscriber growth. - As Packy’s keeps churning out hit after hit on Mondays, his audience doesn’t stop growing. - As the audience grows, a few... See more

Alphabet (formerly Google) has made a number of notable acquisitions over the years applying its famous "toothbrush test" and penchant for acquihires. The M&A has allowed Google to expand into new industries.