yijun |

Engaged in Retail Technology, Digital Transformation, and F&B. Opinion

[yijun | @yijunlio]

Spent the last few years building RadiCON, a real-time retail infrastructure that covers 800 counters and 43 brands across 4 countries. RM750M in GMV flowing through it. Haven't talked about it on here once. Figured I should start sharing these here.

[yijun | @yijunlio]

原来《大道朝天》都要9年了….

[yijun | @yijunlio]

@CurryKhoo Come come!

[yijun | @yijunlio]

Completely sidelined.

[Chris Bakke @ChrisJBakke]

Honestly kudos to Apple for keeping their DEI promises well into 2025 and employing a 100% blind design team

[Eric 在搞钱 @shizhiang1]

29岁个体户，靠1人企业工作2-4小时年收入200w 美元，实现财务自由！

Dan Koe，他今年才29岁，年轻时候不断犯错，现在却通过自己的1人公司年收入200w美元。现在的Dan每天只工作2-4小时，剩余时间都在享受生活，真正实现了"财务自由半退休"！

🧵🧵🧵

[@jason @Jason]

Who did this?!?

[Adam @AdameMedia]

The Chinese made another American re-industrialisation meme 😂

[gum @gumsays]

have you said thank you?

[Marusha @maruushae]

DID YOU SAID THANKS YOU FOR YOUR DAILY AMERICAN DUMP ?

[James Surowiecki @JamesSurowiecki]

Just figured out where these fake tariff rates come from. They didn't actually calculate tariff rates + non-tariff barriers, as they say they did. Instead, for every country, they just took our trade deficit with that country and divided it by the country's exports to us.

So we have a $17.9 billion trade deficit with Indonesia. Its exports to us are $28 billion. $17.9/$28 = 64%, which Trump claims is the tariff rate Indonesia charges us. What extraordinary nonsense this is.

[yijun | @yijunlio]

@wolfyxbt 來了嗎

[yijun | @yijunlio]

@blknoiz06 4

[Lily* @300mirrors]

Y'all had ONE job.

[Nature is Amazing ☘️ @AMAZlNGNATURE]

Ladies and gentlemen,I present to you the one and only:The Kingfisher !

[yijun | @yijunlio]

@wolfyxbt 終於要來了嗎

[GREG ISENBERG @gregisenberg]

Fine, I'll say the thing that no-one is saying...

There's a bunch of AI companies with $1-10M "ARR" raising big VC money on what I'll call "curiosity revenue" - not real sustainable ARR.

Basically, what's happening right now is a lot of people have high willingness to try AI products. They'll sign up for a free trial, maybe even convert to paid for a couple months out of curiosity. This creates a temporary revenue spike that looks like product-market fit but isn't.

They call it ARR, but it's more like "hey I'll try this product revenue".

Of course there are companies like Replit, Cursor or Bolt that are building real products solving actual workflow problems. These companies have genuine retention and expanding usage.

And hey, companies like Bolt had been building for like 6 years prior to adding any AI features. Replit has a similar story I think.

But many AI startups are riding a wave of novelty and FOMO, not solving real problems. They're showing investors nice growth curves that will flatten in 6-12 months when customers realize the product isn't actually improving their work.

A slick demo reel + stripe payment +novel feature might be good enough to try but may not be enough to be a true ARR type of customer.

And then we will see a bunch of zombie AI companies.

The people who will get hurt will be the employees who think their stock is worth millions but then the founders go and try to raise more money but try raising money when revenue is down 65%.

The real tell is retention. Are people still using the product 6 months in? Are they using it more over time? Or did they try it a few times, got the "wow" moment, and then slowly stopped?

By the way, even companies with true PMF are at risk.

The AI landscape shifts so rapidly that your PMF can be temporary. Example: we're seeing people switch from ChatGPT Pro at $200/month to Grok/Perplexity Deep Research for free with barely a second thought.

Unlike previous tech cycles (mobile, web), where advantages could last years, AI competitive moats are filling in weekly.

We're probably 18 months away before we start seeing a bunch of zombie companies.

The AI companies that survive will be the ones that focused on solving real problems, iterating as the market changes, building true community and not just demo-ing cool sizzle reel after sizzle reel.

Am I wrong?

[Reetika @ReetikaTrades]

In today's (retarded) news

CZ shares his portfolio on Binance and people immediately ape $euri, a stable coin pegged to the euro...

[SBF @SBF_FTX]

FTX US is solvent, as it always as been.

https://t.co/XjcyYFsoU0

[CoinDesk @CoinDesk]

Ye, the on-and-off-again "Nazi" formerly known as Kanye West, is planning a token: $YZY.

He will own 70% of its supply.

@skesslr reports
https://t.co/0j5rdYuBPF