Andrew Steinwold

Andrew Steinwold@andrewsteinwold · 15 天前赛道影响

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

501597.6K

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 · 16 天前观点输出

This is an ABSURD stat

3092.3K

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 · 16 天前赛道影响

Working without AI now is like working without a computer

72271.9K

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 · 16 天前赛道影响

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

70121.8K

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 · 18 天前观点输出

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

564543.1K

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 · 20 天前观点输出

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

51292.2K

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 · 21 天前赛道影响

@GeneralistAI @niemerg wow you were right. Chatgpt moment for robotics coming quick (as in, now)

0121.0K

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 · 21 天前观点输出

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

20122.4K

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 · 21 天前观点输出

Politicians will choose inflation every time Time to acquire more scarce assets

20122.0K

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 · 23 天前观点输出

A startup building poles and wires for the grid Seems like a huge opportunity for someone to pursue

3072.0K

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。