Timour Kosters
@timourkosters
Investor & builder working in blockchain and ml. Tweeting: @timourxyz
linktr.eeTimour Kosters
One major reason for this is the quality of SHEIN's recommendations. Just as Bytedance anticipates the content you’ll want to watch, SHEIN anticipates the clothes you’ll want to buy. SHEIN is to commerce what Bytedance is to content.
Rex Woodbury • The TikTokization of Everything
The last decade showed that questionable business models can subsist for a long time (and even flourish) when capital is abundant. Thirteen years after its founding, Uber is still figuring out how to be profitable: the company’s gross margins actually declined seven percentage points over the past three years, and the net profit margin is -3%.
Digital Native • Revisiting Lifetime Value and Customer Acquisition
Major categories—dating, real estate, job searches—may find themselves completely upended by better use of artificial intelligence. Why swipe endlessly on Tinder when AI can surface your perfect match?
Rex Woodbury • The TikTokization of Everything
What do people need to do to succeed? - DAOs are about coordination so think about what is effective coordination - How is authority delegated: empowering specific individuals with their roles and power - Values alignment. Recruiting right people in terms of skills but also vibe - Organic memes alignment. People spending the most time, - Mental and... See more
Rehash: A Web Podcast • S3 E6 | DAO Decentralization Thesis & Artificial Intelligence w/nintynick
Many founders might be tempted to cast a wider net and get more users onto the product — but Ofstad again cautions against moving too quickly here. With just pockets of those click-into-place customer moments, the Airtable team knew it would be an unusually slow path to launch.
First Round Capital • Airtable's Path to Product-Market Fit
Google, Facebook, and Amazon are monopolizing digital ad spend, and even newsfeeds and search results are finite. Limited supply + growing demand = rising prices
Digital Native • Revisiting Lifetime Value and Customer Acquisition
Perhaps the most compelling—and the most likely—force to power tech in the 2020s is artificial intelligence. AI has improved dramatically within the past few years.