Marc Bhargava@marcbhargava · 2026/08/26赛道影响RT @MTSlive: Long Lake co-founder @varunshenoy_ argues AI diffusion is bottlenecked by human curiosity:
"People, especially in Silicon Val…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Marc Bhargava@marcbhargava · 2026/08/24赛道影响RT @jmelaskyriazi: Standard Metrics (@metrics_co) has raised a $20M Series B led by 8VC (@8vc) to accelerate innovation in the private mark…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Marc Bhargava@marcbhargava · 2026/08/20观点输出RT @gabepereyra: https://t.co/1c2Dn0vuoX
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Marc Bhargava@marcbhargava · 2026/08/20观点输出RT @generalcatalyst: In 2024, we made the unprecedented decision to acquire a hospital system. It was an opportunity to create a blueprint…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Marc Bhargava@marcbhargava · 2026/08/19观点输出RT @vipulved: Cool to see @togethercompute top the list of fastest growing vendors of summer 2026!
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Marc Bhargava@marcbhargava · 2026/08/18赛道影响RT @brexHQ: Our summer fastest-growing vendors list just dropped, and the story is: infrastructure won. Turns out the real AI hype isn't th…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Marc Bhargava@marcbhargava · 2026/08/18观点输出RT @ishanmkh: https://t.co/jL5EF9ilGV
Everyone thinks Revenue Agents are only for tech companies. Tell that to:
→ The wholesale auto busi…
AI:偏平台经营与生态扩张,强调交易平台和应用入口的长期位置。
Marc Bhargava@marcbhargava · 2026/08/18观点输出@ishanmkh @MongoDB @togethercompute @Xbow Congrats on launch! Glad to see this go mass!
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Marc Bhargava@marcbhargava · 2026/08/18观点输出RT @ishanmkh: Rox has been powering Global 2000 enterprises with $5T+ in combined market cap.
Today, we’re putting it in everyone’s hands…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Marc Bhargava@marcbhargava · 2026/08/18观点输出RT @EyubogluSabri: We had Qwen 3.8 study all of the docs in Harvey’s synthetic law firm - the more it studies, the fewer tokens it needs a…
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
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