Aaron Kern@aaronmkern · 2026/08/18观点输出@mhdempsey Absolutely wonderful
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。
Aaron Kern@aaronmkern · 2026/08/18观点输出RT @mhdempsey: (New Essay) Dear VCs, Just give up
Do not pass go. Do not collect management fees. It is over.
https://t.co/vRhlrAkGYI htt…
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。
Aaron Kern@aaronmkern · 2026/07/21赛道影响@nic_carter The bitter lesson pilled recognize this is a race dependent on scale and China has a pretty asymmetric advantage when it comes to the broader build out + a state that will plow capital/resources into larger training runs. Labs need a more sustainable biz model.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Aaron Kern@aaronmkern · 2026/07/17观点输出@Melt_Dem @standardnuclear @thomasehendrix congrats!
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。
Aaron Kern@aaronmkern · 2026/07/16赛道影响@wolfejosh @TheFP Really well done Josh. Tho big remaining question is what state or faction in the US is positioned to support this build out? Right + left are both trending the wrong direction. There are few political winds supportive of tech. Overseas feels like the answer, latam in particular
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Aaron Kern@aaronmkern · 2026/06/16观点输出@ycombinator demo day takeaway: agents are indeed automating all the bullshit jobs. Probably the most freeing and pro human shift in history.
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。
Aaron Kern@aaronmkern · 2026/06/12观点输出RT @KTmBoyle: Never. Give. Up. https://t.co/NND9ShiOGq
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。
Aaron Kern@aaronmkern · 2026/06/12观点输出@pmarca We wanted ”you fucking idiot” but all we got was “your deeply degrading sense of scholarly inferiority”
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。
Aaron Kern@aaronmkern · 2026/06/11观点输出@andrewmccalip Brilliant
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。
Aaron Kern@aaronmkern · 2026/05/28观点输出@the_nof1 proved that generic llm's are not equipped to perform in markets. They are at a fundamental disadvantage (data, architecture, etc.). Next, they prove that Nof1 agents + interface + harnesses are beyond the frontier. Once you use the product there is no going back.
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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