Tom Shaughnessy

Tom Shaughnessy@shaughnessy119 · 1 天前观点输出

RT @jack: hermes agent

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。

Tom Shaughnessy@shaughnessy119 · 1 天前观点输出

@Polymarket Delphi Ventures is down to sign the letter

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。

Tom Shaughnessy@shaughnessy119 · 1 天前赛道影响

Open Source AI

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Tom Shaughnessy@shaughnessy119 · 1 天前赛道影响

RT @Shaughnessy119: The most interesting outcome for the AI capex cycle is Trump taking stakes in OpenAI, Anthropic and probably a bunch of…

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Tom Shaughnessy@shaughnessy119 · 2 天前观点输出

Lotta $$$ printing BRRR

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。

Tom Shaughnessy@shaughnessy119 · 2 天前观点输出

@MaxAnderson Extremely interesting post

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。

Tom Shaughnessy@shaughnessy119 · 2 天前观点输出

RT @Shaughnessy119: My latest @NousResearch Hermes Thesis

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。

Tom Shaughnessy@shaughnessy119 · 2 天前观点输出

@zeroxkyle Damn this was interesting.

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。

Tom Shaughnessy@shaughnessy119 · 2 天前政策影响

The most interesting outcome for the AI capex cycle is Trump taking stakes in OpenAI, Anthropic and probably a bunch of others like Oracle. I don't think the administration trusts Sam/Dario (fear mongering/arguing for regulatory moats at congress and safety extremism) but I think the idea of losing to China (AI capex and funding cycle slows) is a non starter along with equity markets (his north star) getting crushed in the process even as most of the AI sector is already down 20%+. Trump's also shown he's taken stakes in companies before like Intel If he takes a stake I think he will require unfettered access to the models for use in War and to prevent distillation. Attacking distillation curtails chinese models to a degree and if the models are not as good it keeps folks paying for frontier lab subscriptions which keeps the capex to AGI flywheel moving. This depends on your personal views on China's innovation vs distillation percentage. The government spending money to acquire a stake is just an extension of national security spending on a massive tech buildout. Instead of funding Nasa to visit the moon they fund Sam to build AGI. I think theres little chance Chinese open source models are banned because cheap intelligence is good for every consumer and business outside of the frontier labs. Feels relatively impossible to do regardless and would drive a ton of brain power in making GLM 5.2/Kimi k3 other models useable at home which has the opposite effect. Good old Prohibition failed. Banning Chinese models lets any other country out compete American businesses because for 90% of routine AI usage they are paying 1/10 the cost. This is why attacking distillation is the route for Trump since it slows progress globally, not just for the U.S. I then think China surprises with continued innovation (DeepSeek R1 paper is a good reminder) as many are in the full distillation vs innovation camp With all of this I still think Open Source AI companies in the U.S. become all the rage the next 12 months too. Thanks for coming to my late night Ted Talk!

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。

Tom Shaughnessy@shaughnessy119 · 2 天前观点输出

@ASvanevik That would be really interesting. Great flag

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。