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Stephen Chou

Strategic Finance Leader | ex-CFO, VC, and Investment Banking
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Finance leader with operating, investing, and investing banking experience across high-growth technology companies.I've evaluated companies from every angle — as a banker at Credit Suisse, a corporate investor at Cisco, ...
New York City Metropolitan Area
Stephen Chou

Scott Stevenson

@scottastevenson

A lot of consumer laziness makes sense when you realize many people aren’t using computers anymore. Eg. It’s hard to research a purchase with 20 tabs on your phone. Buying with Muse is much easier. Big blindspot for tech people who live on Macbooks.

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Stephen Chou

Trace Cohen

@Trace_Cohen

Founders spend too much time worrying about their TAM. Your market today can be tiny. What matters is whether the market gets much bigger if you win. The best startups don’t just take market share. They create new budgets, new behavior and eventually a market that didn’t really exist before.

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Stephen Chou

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Andrej Karpathy

@karpathy

We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.

We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks:

Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better:

Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better:

Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better:

Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work!

In summary:
- As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding.
- Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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Stephen Chou

Greg Castle

@gpcastle12

Announcing Anorak Ventures Fund III 🚀 Since 2017, we’ve been backing ambitious founders leveraging advanced technology to disrupt the status quo. We invest early and often, writing checks between $250k - $1M with the ability to lead or follow. Focus areas include aerospace and defense, critical infrastructure, and advanced manufacturing, but if you’re passionate about an idea with a 1% chance of making a dent in the universe, @Charlieleg8 and I want to hear from you.

Announcing Anorak Ventures Fund III 🚀 
Since 2017, we’ve been backing ambitious founders leveraging advanced technology to disrupt the status quo. We invest early and often, writing checks between $250k - $1M with the ability to lead or follow. Focus areas include aerospace and defense, critical infrastructure, and advanced manufacturing, but if you’re passionate about an idea with a 1% chance of making a dent in the universe, @Charlieleg8 and I want to hear from you.
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Stephen Chou

TonyVT SkarredGhost

@SkarredGhost

The price of the Pico Space Pro may have been leaked! If the price is really $2900, what are your thoughts? #VirtualReality #MixedReality

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