Darren LI
@darrenli
Creator Economy, AI & retail-tech investor | J.D. & J.M. | PNG collector | Musical lover | Happy to chat, using Cal.com link below to book calls (https://cal.com/darrenli)
twitter.comDarren LI
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
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
Joseph Epstein • 从达芬奇到桑塔格，博识者会成为时代的眼泪吗？
Amazon in particular and ecommerce in general is good at search. Amazon, very obviously, is Google for products. It's good at giving you the best-seller you've heard of or the water filter for your fridge (the long tail). It's not so good at the things in the middle.
Benedict Evans • The Facebook of ecommerce — Benedict Evans
Key unlock: LLMs will be able to take into account vast amounts of relevant information and offer more personalized, tailored, and useful outputs.
Sarah Wang • The Next Token of Progress: 4 Unlocks on the Generative AI Horizon
Professionals should be the ones making the important decisions and steering AI, not letting it run loose hoping for the best.
Zach Tratar • Tweet
but the question is how?
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
Sonya Huang • Generative AI’s Act Two
- 陌生人社交痛点:1)供给不足,男女比大概为4:6,单个女生同一时间跟个别高质量男生社交,很多男生得不到社交资源;2) 匹配效率低下,匹配之后很难破冰,匹配后发生聊天的概率只有50%,女生回复的还要腰斩,男生发消息后女生回复比例是40%,女生发消息后男生回复的比例是90%;3)流量分配失衡,80%的社交资源掌握在20%的用户手中,特别是长相好看的
- Soul原有解法:1)多元化玩法、构建优质内容创作者生态;2)基于兴趣的匹配系统、丰富画像标签体系、去中心化、去颜值化;3)弱化LBS社交、推荐系统兼顾长尾群体
- Soul+AI的解法:1)AI虚拟人,承接得不到社交资源的男性的需求,支持多模态交互、拟人化程度高兼具工具属性、具备人设/形象/声音、AI自主运营高质内容,2)建立用户的AI数字分身代理,解决效
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2. They also have ~55% of volume of assets going towards exchanges.
Chainalysis • The Chainalysis State of Web3 Report
Then of course there is the BNB token, which could well be the secret to all of this success. BNB was introduced as a utility token with the benefit being that users could reduce the trading fees on the platform by 50% when using it, and it also offered liquidity to these customers.