Darren LI

The quest to be shoppers' No. 1 destination has two tech giants pitted against each other. After losing ground to Amazon, Google is doubling down on Shopping to be customers' first choice.

欧洲是一个投资的bug ,我们觉得欧洲技术+中国规模化+全球市场会有很大的机会。

世界上有唯二的两个统一大市场——美国和中国,也只有这两个地方有支持创业创新的private market。美国硅谷聚集了80%全世界最好的创业者,也聚集了最多的投资机构。作为一家中国VC想要在美国投到最优质的创业者是很困难的。

These companies follow a playbook originally written by Amazon: serve the needs of users within a single high-frequency purchase category, and use that category as a beachhead from which to expand vertically (brands) and horizontally (categories).

 Sometimes it can seem as though the algorithms are impartial ... [but] as many have pointed out, algorithms encode the biases of those who program them, and amplify the biases inherent in whatever the data sets they draw on.

Catering to the price-conscious is a losing battle.

Shein doesn’t have a style. It doesn’t try to impose its taste on global consumers. It doesn’t even have its own taste. It’s a mirror that reflects each country’s current style back to it, in real-time, based on data alone. Remaining generic, storyless, and nationless allows it to project whichever image is needed in the moment on its loose army of... See more