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Research Scientist
Founder of Burmese NLP Research Group

[Fei-Fei Li @drfeifei]

It’s a real honor to receive an honorary doctorate of science from @BrownUniversity . 😍

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@HtetZaw11913 ဖွင့်ထားတယ်လေ

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#NewProfilePic

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@HtetZaw11913 ပြောလေ

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@nyiyeseeker989 🫣

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@YDPc2t8VdbAXjJe ဒီ accက Researchအတွက်ဘဲ သုံးတာမို့ပါ 18+တက်လာရင် အဆင်မပြေလို့

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@YDPc2t8VdbAXjJe အဲ့ဒါတော့မသိ

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@HtetZaw11913 Kobe

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@kokoko61541331 🥵

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@ZizKiwi လာလေ

[Not Elon Musk @ElonMuskAOC]

Beijing with the BOYS

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@ArkarArkar81273 😂

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@ArkarArkar81273 VIP လာဝင်

[Robert Lauko @robert_lauko]

See the top ranked papers in AI, ML, Robotics, Quantum Physics, and more on @kurateorg. Hundreds of arXiv preprints ranked daily by scientific impact through pairwise tournaments judged by Claude, GPT, and Gemini.

[Roan @RohOnChain]

This 2 hour Stanford lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people working at top AI companies learn in their entire careers.

Bookmark this & give 2 hours today, no matter what. It'll be the most productive thing you do this week.

[Founder Mode @Founder_Mode_]

This 40-minute Peter Thiel lecture will teach you more about business than a 2-year MBA program:

Summary:

• Value Creation and Capture:

A valuable company must both create value (X dollars) for the world and capture a percentage (Y%) of that value.

X (total value created) and Y (share captured) are independent variables; a company can succeed with either a large X and small Y or vice versa.

• Monopoly vs Perfect Competition:

Monopolies are stable, profitable, and create long-term value, unlike perfectly competitive industries where profits are eroded away.

The airline industry exemplifies a highly competitive market with very low profit margins despite large revenues, contrasted with Google’s search business that is smaller in revenue but much more profitable due to monopoly power.

Thiel argues there are only two types of businesses: monopolies and perfectly competitive firms, with very few in between.

• Market Size and Perception Lies:

Companies distort their market descriptions depending on their position.

Monopolists exaggerate market size by describing their market as a vast union of many different sectors to avoid regulatory scrutiny.

Non-monopolists minimize market size, describing it narrowly to appear unique and attract investment.

Example: A restaurant owner might claim to serve a tiny niche market (e.g., British food in Palo Alto) to claim uniqueness, while Google describes itself broadly as a technology or advertising company to dilute monopoly perception.

Successful startups begin by dominating a small market and then expand outward.

Examples include Amazon starting as an online bookstore, PayPal targeting eBay power sellers, and Facebook launching initially at Harvard.

Starting with a large, broad market is often a sign of misunderstanding the market and leads to intense competition and failure (e.g., many clean tech companies).

• Last Mover Advantage:

The greatest value lies in being the company that dominates a market long-term, not necessarily the first mover.

Most of the value of tech companies comes from future cash flows many years ahead, emphasizing durability over short-term growth.

• Historical Perspective on Innovation and Value Capture:

Throughout history, many scientific and technological breakthroughs created large societal value (X), but the innovators rarely captured substantial financial value (Y close to zero).

Examples include great scientists like Einstein and industries such as railroads or early aviation, where competition or structural factors prevented wealth capture.

Two main categories where value capture was successful:

1. Vertically integrated monopolies (e.g., Ford, Standard Oil) require complex coordination and capital investment.

2. Software businesses, benefiting from near-zero marginal costs and rapid adoption.

• Psychological and Cultural Aspects of Competition:

Society often romanticizes competition, seeing losing as a personal failure, but Thiel argues that competition itself is a form of losing, as it destroys value and capital.

Human nature is mimetic (imitative), leading to overcrowded markets and irrational competition.

Real success comes from escaping competition by finding unique, overlooked opportunities.

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Harvard University CS50 Introduction to Computer Science Week 0 Lecture Overview
#cs50
#computerscience
#ArtificialIntellenge

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My research is available on @ResearchGate: https://t.co/AEsViiX9g1