Jake Lewis

Jake Lewis@lew_xyz · 4 天前观点输出

@adreon Bro talking about stamina but can’t spend 15 min in a sauna

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。

Jake Lewis@lew_xyz · 13 天前观点输出

sounds familiar

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。

Jake Lewis@lew_xyz · 17 天前政策影响

had a great time joining @JodyFlournoy on the Daily Stack. we discussed all things data, context management and how to upscale company second brains. check it out the recording below

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Jake Lewis@lew_xyz · 17 天前观点输出

think it is inevitable, especially in a post agi world, that the default value transfer system ultimately becomes or involves compute as a currency

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。

Jake Lewis@lew_xyz · 18 天前观点输出

it's been 5 months since i was last on a podcast! excited for this one

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。

Jake Lewis@lew_xyz · 2026/06/24观点输出

everyone's selling agents that replace people. the better bet is agents that don't. let them run the rote middle at machine speed. keep your sharpest people on the two things models still can't do: catching the signal nobody framed, and owning the call. neither alone reaches the frontier.

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。

Jake Lewis@lew_xyz · 2026/06/18观点输出

@midjourney this song is insanely good

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。

Jake Lewis@lew_xyz · 2026/06/11观点输出

If you’re not actively thinking through ways to mitigate vendor lock in risk, it’ll soon be too late. Not just for anthropic, but for any frontier model

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。

Jake Lewis@lew_xyz · 2026/06/08赛道影响

we are living through a period of compounding change. and in moments like this, the biggest risk has shifted. it is no longer making the wrong decision. it's now moving too slowly while the world moves around you. there are two paths forward. you can play defense: - protect what you have - optimize what works - wait for clarity or you can play offense: - learn faster than the environment changes - use new tools to solve old problems in better ways - create entirely new strategies and businesses that’s where the opportunity is. challenge yourself to do things faster and better than you have ever attempted. stay uncomfortable. iterate and accelerate. that's the only alpha

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Jake Lewis@lew_xyz · 2026/06/05政策影响

it’s becoming very apparent that ai will become nationalized and throttled for gen public use Here’s how I see it playing out: The US government will start to invest in foundation ai companies (anthropic and OpenAI). The rumor mill here is already effectively confirming this with reports of the government interested in investing in OpenAI. A growing majority will be concerned with job security. US Politicians will campaign on AI regulation (which will become the main issue when running for office in the coming years). We prob won’t see this with midterms but will 100% see it with the 2028 election At that point, those that push for regulation with job security in mind will win. Policy will likely be sloppy as ai companies aren’t lobbying nearly enough… yet. Corporate use of ai will be ultimately be throttled (not by compute but by model sophistication) Government use and research will run untapped. This how the US will position itself amidst geopolitical concerns and game theory with other global powers (defense etc) There will likely be some form of UBI in the US, funded by proceeds from Government investments in the form of dividends issued by these model companies. Dividends will patch concerns around sell pressure The question marks are around how other global powers act, the expansion of data centers, what this means for both fiscal and monetary policy, ai spend around lobbying, and how restrictive policy ultimately becomes without sophisticated actors shaping it

AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。