In NY next week - Tuesday and Wednesday. Who should I meet? 👀
下周我会在 NY——周二和周三。 我该见见谁？👀
Apparently, this is a hot take.. Startup vintage of 2023-2025 is slowly realizing that fancy launch videos & focusing just on distribution MIGHT lead to VC funding, but still leads to money being lit on fire when you should have been spending equal (if not longer) time on retention. Momentum (in lieu of anything else) has ceased to be a moat. It never was in the first place, and the numbers (seed -> series A gap) are starting to show this. We'll see acquihires at a much faster clip than we've seen before.
显然，这算是个很有争议的观点……2023-2025 这一批 startup 正在慢慢意识到：炫酷的发布视频，以及只把重心放在 distribution（分发）上，也许确实能带来 VC 融资，但如果你本该把同样多——甚至更多——的时间花在 retention（留存）上，却没有这么做，那最终还是等于在烧钱。Momentum（增长势头）在缺少其他真正壁垒的情况下，已经不再能充当 moat（护城河）了。它从一开始就不是，而现在数据也开始说明这一点了（seed -> series A 的落差）。我们将会看到 acquihire（以收购团队为目的的并购）出现得比以前快得多、频率也高得多。
It’s criminal how cheap and how good Gemini Flash is.. that too with 1M context windows and structured outputs. Probably, my most used model in production workloads. Separately their new live voice model is mindblowingly good if you haven’t tried it yet!
Gemini Flash 又便宜又好用，简直离谱……而且还支持 1M context window（上下文窗口）和 structured outputs（结构化输出）。它大概是我在 production workloads（生产负载）里使用最多的 model（模型）。另外，如果你还没试过，他们新的 live voice model 真的强到让人震撼。