Sergey Gorbunov@sergey_nog · 2026/08/22观点输出The End of Computers https://t.co/TxGWwcccfl
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。
Sergey Gorbunov@sergey_nog · 2026/08/17赛道影响your ai ideas are either obvious and you're in an execution race, or future bets on space layout with decent probability and you're an educator.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Sergey Gorbunov@sergey_nog · 2026/08/12观点输出@diopter_ring dozens of services don't expose data retrieval. historically to keep you within the platform.
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。
Sergey Gorbunov@sergey_nog · 2026/08/11观点输出data vendor lock-in is done. a service didn't expose an API to retrieve my data, so i got an agent in the browser mode to "click" on 300 downloads instead over a few hours. de-regisreted from the platform.
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。
Sergey Gorbunov@sergey_nog · 2026/08/06观点输出Bitcoin hasn't come up with a consensus on how to prevent Quantum threats.
We have. cc @arc @circle
https://t.co/dSzG2anjWh https://t.co/0qbhKx3JJI
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。
Sergey Gorbunov@sergey_nog · 2026/08/04政策影响starting to feel like the whole "selling to devs" thing is over, across any sector.
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。
Sergey Gorbunov@sergey_nog · 2026/07/27市场影响@rwitoff @coinbase congrats!
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Sergey Gorbunov@sergey_nog · 2026/07/25赛道影响who needs to see in the rain vs a clear day. https://t.co/9tjVdVNdaL
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Sergey Gorbunov@sergey_nog · 2026/07/20赛道影响having claude unsubscribe from promotion mailing lists for 1h is the most satisfying agentic use-case.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Sergey Gorbunov@sergey_nog · 2026/07/15观点输出starting my de-@Apple -ing routines. can't stand how ancient it feels. brand carried it for 10 years, but innovation has fallen behind.
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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