Alireza Ghods@AlirezaGhods2 · 2026/08/26赛道影响The founders raising well right now aren't pitching "we have a world model."
Everyone has a world model story this cycle.
They're pitching the specific, unglamorous reason their data pipeline can't be replicated by a better-funded competitor in eighteen months.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alireza Ghods@AlirezaGhods2 · 2026/08/22观点输出@shivsakhuja Goose
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。
Alireza Ghods@AlirezaGhods2 · 2026/08/21观点输出Every founder wants a market that's obviously about to explode.
The better bet is a market that looks flat for two years and then explodes, because the flat years are when the actual moat gets built and nobody's watching closely enough to copy it.
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。
Alireza Ghods@AlirezaGhods2 · 2026/08/19赛道影响The honest failure mode of world models right now isn't that they can't imagine rare scenarios.
It's that "rare" gets defined by whatever the training data happened to be light on, not by what actually happens infrequently in the real world.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alireza Ghods@AlirezaGhods2 · 2026/08/17赛道影响A world model trained heavily on smooth, sunny, well-mapped test routes will confidently mishandle the one condition it was never shown.
Confidence is not a substitute for exposure, no matter how good the architecture is underneath it.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alireza Ghods@AlirezaGhods2 · 2026/08/13赛道影响The best founders raising into physical AI infrastructure right now aren't pitching the market size.
They're pitching the one specific failure mode that kills every competitor who tries to shortcut real-world data collection, and why they built around it from day one.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alireza Ghods@AlirezaGhods2 · 2026/08/13观点输出@micoolcho 🫡
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。
Alireza Ghods@AlirezaGhods2 · 2026/08/13赛道影响@micoolcho and his team are onto something big!
You cannot be bullish on Physical AI and not be bullish on their work.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alireza Ghods@AlirezaGhods2 · 2026/08/12赛道影响The founders building real infrastructure in DePAI don't get excited about a robotaxi headline.
They get excited about the failure mode underneath it, because every failure mode is a specific, fundable gap in whose data pipeline was actually complete.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Alireza Ghods@AlirezaGhods2 · 2026/08/11赛道影响World models get pitched as the solution to data scarcity.
They're also, quietly, a confession that nobody has enough real-world data yet to train on directly.
The pitch and the confession are the same sentence, said two different ways depending on who's raising money.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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