Darren LI

6. Same trend in lending platforms. Aave and DeFi collectively command ~90% of capital moved through lending platforms.

样本效率做到了之前的deepmind的5-6倍。预计能在10h内实现双足的实机学习

The key to this business model is the ready availability of cheap English-speaking labor around the globe.

7. 50% of all assets taken from lending platforms go to an exchange.

The second version of this thesis is that LLMs will verticalize to the extent it probably makes more sense to use multiple versions of vertical LLMs than one horizontal one, for most applications.

This has some problems: - Failure rate is high - Even when successful, they're often costly + inefficient - Full autonomy removes humans from being in control (!) - Agentic controls are weak - Security concerns are very real. Autonomy + access to your private data =

【SaaS+AI】

1. Vertical SaaS是最好的做产品的机会 :1)找到垂直行业,持续获得用户内部/反馈且对模型训练有用的数据,垂类数据更容易对模型通过reward改进,让产品效果提升更快;2)获客成本相对低,尤其是后续拓展产品


2. 重视how to access to data :如果SaaS企业非常重视AI,就一定要建立数据飞轮,用户的数据相当于免费标注:找人标注会很贵,但如果用户数据本身就是标注,就可以大幅提高迭代效率(如特斯拉)带着B2B2C、挖掘C端需求的思维做saas产品,比如客服 saas 的价值是解决C端问题


3. 做企业级客户要非常非常有耐心

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