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Big Ideas 2020
research.ark-invest.comARK Invest - Big Ideas 2021
research.ark-invest.comCat Bond ETF liquidity Q&A: Brookmont Capital Management and King Ridge Capital Advisors - Artemis.bm
Steve Evansartemis.bm
ChainArgos
youtube.com
转：关于 DeepSeek 的研究和思考 (Archerman Capital)
关于这几天很火的 DeepSeek, 我们 (Archerman Capital) 做了一些研究和思考, 和大家分享, enjoy! 灰色部分是技术细节, 不感兴趣的可略过。
几个事实
1) DeepSeek 不是套壳不是蒸馏美国的大模型。 虽然中国有些大模型是套壳和蒸馏的, 但 DeepSeek 不是。
2) 核心架构还是基于 Transformer, deepseek 在架构、工程设计上进行了创新和工艺提升, 实现效率优化。架构上, 采用了混合专家模型 (MoE)、多头潜注意力 (MLA)、多令牌预测 (MTP)、长链式推理 (CoT)、DualPipe 算法等设计, 并进行了依赖强化学习 (RL)... See more
Rich Arnold
rich-arnold.com
Carbon Arc offers a marketplace for buying and selling licensed, real world transaction data to power LLMs and enterprise applications
Carl Franzenventurebeat.com
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the compani... See more