Andrew Steinwold@andrewsteinwold · 2026/08/26赛道影响People getting mad at others for writing with AI (Druck's article in WSJ) is boomer-coded
In like 2 years, nobody will care if you use AI or not
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Andrew Steinwold@andrewsteinwold · 2026/08/24观点输出This is an ABSURD stat
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。
Andrew Steinwold@andrewsteinwold · 2026/08/24赛道影响Working without AI now is like working without a computer
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Andrew Steinwold@andrewsteinwold · 2026/08/24赛道影响The US needs some sort of executive order for grid interconnection
We can build all the solar, nat gas, nuclear generation we want but if we can't connect it to the grid, it doesn't matter
New power projects can spend literal YEARS waiting for interconnection to operate
That's insane
Energy is an input into everything we produce + consume
If US wants to be a serious nation with cheaper energy, more manufacturing, and a lower cost of living, we need to make it 100x easier and faster to build new generation AND connect it to the grid
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Andrew Steinwold@andrewsteinwold · 2026/08/22观点输出Seeing all this anti data center hype reminds me that content diet is sooooooo important
You think what you consume
If you are on YouTube, Reels, TikTok, X, Reddit, etc and see all this anti data center stuff, you will end up hating data centers
Propaganda works
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。
Andrew Steinwold@andrewsteinwold · 2026/08/20观点输出Man, China is going to win the next 1,000 years, aren't they?
On the cusp of the greatest technological revolution ever, and the Luddites are going to make us sit on our hands and watch China go through the most insane civilizational upgrade ever
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。
Andrew Steinwold@andrewsteinwold · 2026/08/20赛道影响@GeneralistAI @niemerg wow you were right. Chatgpt moment for robotics coming quick (as in, now)
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Andrew Steinwold@andrewsteinwold · 2026/08/20观点输出It’s so wild Anthropic had the Mandate of Heaven and they literally are losing it because they just can’t make their model not be a pompous douche
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。
Andrew Steinwold@andrewsteinwold · 2026/08/19观点输出Politicians will choose inflation every time
Time to acquire more scarce assets
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。
Andrew Steinwold@andrewsteinwold · 2026/08/18观点输出A startup building poles and wires for the grid
Seems like a huge opportunity for someone to pursue
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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