zhacai @zenmatrix3
X & Z Joined November 2019-
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绝大多数公司的增长瓶颈在商业模式层面就决定了。 大多数靠人力去完成的业务的利润（房产中介，猎头公司等）都会被不断增长的边际/管理成本会吃掉。 想起来川哥这篇推，可以称为从第一性原理看好的商业模式：增长的需求，垄断的供应，接近零的边际成本增长。
绝大多数公司的增长瓶颈在商业模式层面就决定了。 大多数靠人力去完成的业务的利润（房产中介，猎头公司等）都会被不断增长的边际/管理成本会吃掉。 想起来川哥这篇推，可以称为从第一性原理看好的商业模式：增长的需求，垄断的供应，接近零的边际成本增长。
@Fauxgrunt_ Shame creates a belief we’re broken, flawed, and unworthy. Addition is the numbing of these thoughts, feelings, and bodily sensations.
今天和一位投资大佬聊加拿大（最近很多投资大佬都回来温村了），一个效率这么低的国家，为什么还会让那么多人趋之若鹜？我们一致认为除了地大物博躺赢的优势之外，有一个最重要的因素，那就是“包容”。其实移民起家的北美，整体都是个包容的社会，只不过美国是一种世界我做主的激进包容，而加拿大则是彻…
顺势而为
"Play stupid games, win stupid prizes." @naval
Everyone is biased. No exception. All of us are biased to our personal history.
AI is strong today in bounded domains - coding assist, driver assist, translation, transcription, and stock art.
"Humans are not programmed for truth. They are programmed for survival." @Kpaxs
好书。强迫你改变现有的线性思维框架，有张有弛的为未来的指数增长机会全面准备。
有个群里传这张图片，看见以后有些思考： 1/英美战略保持正确的重要原因本质是打通了外部变化和内部决策的反馈机制。 （也就是我们经常觉得很可笑，很低效，乱哄哄的议会。） 2/议会的真正价值是去中心化的发现问题和趋势，并传导到决策中心（提案）。…
"Don’t settle, and don’t struggle. Life is what flows in between." @naval
正说着MosaicML，今天被Databricks 13亿美元收购了 Naveen这次卖Mosaic比上次Nervana卖intel 4亿美元多多了，做软件果然比做硬件赚钱多了🙄 感觉这次Naveen卖在了LLM hype的基础设施前期高点，就和16年底卖AI加速器也是卖了hype前期高点，形势判断真厉害 21年无人问津时入场，卖在23年人声鼎沸时…
正说着MosaicML，今天被Databricks 13亿美元收购了 Naveen这次卖Mosaic比上次Nervana卖intel 4亿美元多多了，做软件果然比做硬件赚钱多了🙄 感觉这次Naveen卖在了LLM hype的基础设施前期高点，就和16年底卖AI加速器也是卖了hype前期高点，形势判断真厉害 21年无人问津时入场，卖在23年人声鼎沸时… https://t.co/Nk1aKKZKJ8
"I don’t care how rich you are. I don’t care whether you’re a top Wall Street banker. If somebody has to tell you when to be at work, what to wear and how to behave, you’re not a free person. You’re not actually rich." @naval
"Coding is a superpower because you can speak the language of robots and command them to do whatever you like." @naval
"A taste of freedom can make you unemployable." @naval
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evelyn 🪽 @evelynjunn
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Apple Fans Little 7 @okasupportgroup
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ムロマキ@『百�... @mrmk_z
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