Jamesin Seidel@seidtweets · 2026/08/25市场影响@nikunj @HarryStebbings @JulienBek Haha very fair - Irregular & Standard Intelligence (and xAI but Crunchbase didn't have data)
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。
Jamesin Seidel@seidtweets · 2026/08/25赛道影响Analyzed Neolab fundraises. Maybe the most interesting thing that came out of it was how much @sequoia has crushed -
Full analysis below: https://t.co/dCtuadWi2R
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jamesin Seidel@seidtweets · 2026/08/25赛道影响@RaoulDukeDegen yeah - also froze the dataset before @Etched's raise announcement last week. Didn't change headline conclusions but slight change: https://t.co/Px7DLguKDZ
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jamesin Seidel@seidtweets · 2026/08/25观点输出https://t.co/MtoE6lKtxQ
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。
Jamesin Seidel@seidtweets · 2026/08/20观点输出@cambridgemike Omg the pledge wine! Congrats on the epic run!
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。
Jamesin Seidel@seidtweets · 2026/08/20观点输出@CharlieCheesma1 V. exciting, and how do I get a hold of one of those robots?
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。
Jamesin Seidel@seidtweets · 2026/08/20观点输出Co-hosting poker in London next week with @IgorBlinkk 🚀
Reach out to us if you want to play!!
10/10 description of the vibe: "inviting all human unreasonably good at their thing"
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。
Jamesin Seidel@seidtweets · 2026/08/11观点输出Huge pick up for the team!!! Let's go!! So excited to work with you @karolina_dubiel 🔥🔥🔥
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。
Jamesin Seidel@seidtweets · 2026/08/07观点输出@jmj @cambreedesigns @chapterone 1 of 1!! Feel so lucky to be working with @cambreedesigns
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。
Jamesin Seidel@seidtweets · 2026/08/06观点输出@JenShahade I think I've regrettably watched this clip maybe 15 times now. It just doesn't make sense. Misread might be the only out.
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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