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Analyzing platforms through a layered cake of identity, social networking, and super apps.
over a year ago

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More from Varun's Notes

Where Are the Good AI Products?

On waiting for AI's Godot.

a year ago 104 votes
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How can we use familiar design patterns to constrain the unwieldy state space of large language models?

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In India, buying a gun is a WhatsApp message away

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More thoughts on a great civilization at its peak.

an hour ago 1 votes
Power Cut

A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of

2 days ago 3 votes
Mexico’s new tariffs hit Shein — and millions of local resellers

The government hopes the 19% tax will push Asian e-commerce giants to grow their operations in Mexico, and make up for 79,000 textile jobs lost to fast fashion.

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The Great Movie Theory

Man's pursuit of greatness is the pursuit of a great film.

3 days ago 5 votes