AI 导读
随着采用率追赶上来、进步持续，华尔街严重低估了AI的经济规模。 Lonis是我的表亲，他在2018年让我入了AI的门，说服我2023年初去旧金山做AI，他是我认识的最能预测AI走向的人。非常开心的投资人
正文
wall street is massively underpricing the economic scale of ai as adoption catch up and progress continue
Lonis is my cousin who ai-pilled me in 2018, convinced me to work on ai in sf early 2023, and is the best predictor of where ai is heading that i know. very happy investor
AGI is coming, and hundreds of AI supply chain oligopolies trade at only 1–5x revenue & 5–15x earnings Short AI timelines could nuke software moats. Key physical chokepoints still remain Launching Cambrian: an AI hedge fund seeded with ~$70M. Backed by Metaplanet & Jaan Tallinn在 X 查看被引用的帖子
来源：gabriel · x.com