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Alfred Lin
@Alfred_Lin
Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @doordash @citsecurities @kalshi @clay @foundforbiz @Nominal_io @zipline
加入 March 2008
359 正在關注    134K 粉絲
What we learned from the DeepSeek R1 moment, that also applies to GLM-5.2, and will apply to others in the future: Limits push you to get creative - Not having enough, whether it's chips, money, or time, forces clever solutions that you'd never find when you have plenty. So treat limits as a reason to invent, not a problem to fix. When you're stuck, try the opposite of what feels natural: cut the budget, shorten the deadline, or raise the bar instead of adding more. The big surprises are usually predictable - When a model is improving fast, that speed is the clue. Strong results aren't a shock; they're just where the trend was already heading. People come around to new ideas slowly, so if you pay attention and form a view early, you can get ahead before everyone else catches on. Don't write off huge leaps as cheating or fake - When a competitor jumps way ahead, the easy reaction is to assume they cut corners or made up the numbers. Maybe some of that is true, but there's almost always real innovation behind it. Better to assume they genuinely beat you at something and figure out what you can learn.
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