Shixiang

How we see LLM and OpenAI's future: - Powerful models = general-purpose computing platform - Foundation model players capture 60% of the value - Apps will be easy to use while having endless possibilities - The next step for LLM is action …… docs.google.com/presentation/d…

The world is now in the era of LLM. We’re releasing the Part One of our deep dive on LLM and OpenAI, which is our key judgements on LLM and AI native Apps. everythingunicorn.substack.com/p/our-thoughts…

AI has topped the chart nowadays. In this essay, we sorted out the entire workflow and value chain in machine learning and identified key processes in which important companies may emerge. everythingunicorn.substack.com/p/ai-the-tide-…

AI infrastructure and data infrastructure share a multitude of commonalities in their industry characteristics. We've been attempting to find Snowflake's equivalent in the AI infrastructure sector. For now, Tecton might be the closest answer. everythingunicorn.substack.com/p/tecton-ai-in…

@LinstroETH @BoredApeYC We're looking into this🫡🫡🫡

Open banking is a hot topic. And Latam is the emerging market that many investors are very bullish on. @joinbelvo is the combination of these two: the open banking infrastructure for Latam. We've talked with its VP Product, Ray, about Belvo's vision: everythingunicorn.substack.com/p/belvo-well-b…

dbt is an important component of the new generation data stack. As a data transformation tool, dbt compiles users' codes into SQL statements that can be executed in data warehouses. View why users and investors love it here: everythingunicorn.substack.com/p/dbt-a-new-sp…

Studying ICONIQ Growth has a somewhat unique meaning for us, as it has been a benchmark and role model for Shixiang. It's not only because of the taste for assets. But also similar missions and vision. Check out why and the full deep dive of it here: everythingunicorn.substack.com/p/iconiq-growt…

On medium as well: @shixiangtech2019/deep-dive-on-hugging-face-87cfd122c1a4" target="_blank" rel="nofollow noopener">medium.com/@shixiangtech2…

AI/ML is one of the most important markets in the decade to come. And @huggingface will be likely to penetrate into the whole ML workflow as the center of AI/ML. See our thesis and full essay here: everythingunicorn.substack.com/p/deep-dive-on…

@NikMilanovic @niallhaughey @money2020 @mikulaja @HelloTherma can be a good one

@niallhaughey @money2020 @mikulaja most climate fintech features are pretty commoditized, imo

@NikMilanovic 'Consumer fintech will be like restaurants, fragmented while thriving.' - Any comment on this one?

there is a growing consensus that the rich ecosystem of infrastructure, tools, and embedded services is going to facilitate a new wave of consumer fintech in the US. I'm curious - what do people think new wave consumer fintech will look like?

Just look at the volume of remittance every year

4/n If you believe AI/ML is one of the most exciting trends in the next 10 years, remember to keep an eye on Hugging Face🤗.

3/ The challenge ahead is how Hugging Face monetize their business. They are doing private models, data set custody, implementation, AutoTran, and a bunch of other business. But we look forward to witnessing more creative ways.

Will @huggingface become one of the most important infra for AI/ML? Here is a deep dive:

10/10 This is because nowadays platforms lost their access to part of the user data, and the conversion efficiency has also dropped a lot since Apple changed its privacy policy.

9/10 It is reasonable to assume that businesses like Google/Facebook that have accumulated user data should have been given a first-mover advantage, whereas Tiktok is relatively disadvantaged in terms of data accumulation.

【Trip‘s Insights into Silicon Valley - the battles in Tech firms】 1/10 It’s exceedingly HARD to directly challenge Tiktok&Shein, which is 99.9% determined to fail primarily due to: