Ep.46 [CN]: Yu Hu: “注意力是基本面,叙事是Multiples”——Kaito 用LLM重塑市场参与者工作流
Update: 2024-12-22
Description
- 是什么启发 Kaito 团队从最开始的面向机构和项目,开始逐渐转向面向普通用户的?
- “Kaito is an AI that revolutionizes your workflow, changes how you think about this market, and provides you with the tool you need to drastically improve your decision making.” Kaito:改变工作流的工具
- “心智”是 Kaito 很强调的一个指标,甚至认为是增长的KPI。它由什么一些要素构成?
- Kaito的团队背景:算法 vs 数据
- 最近你的推特 feed 流有大量的内容是关于meme交易的流动性和心智的,在这个新的一轮里,流动性和心智是在资产类别间怎么移动的?
- 传统估值模型 2.0:注意力是基本面,叙事是Multiples
- 你们决定是否给平台加一个什么样的功能,决策流程是怎样的?
- 你一直在追踪meme占推特心智的百分比,你觉得到百分之多少是一个比较难再增长的状态?
- 好奇你为什么在有些人认为的高点买$GOAT?
- Kaito 目前的挑战是什么?
Website:
https://yaps.kaito.ai/onboarding/
Twitter(X):@_kaitoai / @Punk9277
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Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.
重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
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