Arthaud Mesnard@arthaud_ · 2026/08/24赛道影响nvidia wants to win opensource AI & ensure its american
>perplexity investment
>poolside reverse buyout
>hugging face acquisition (?)
>largest outside investor in reflection
>jensen's opensource ai letter
>neocloud network
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Arthaud Mesnard@arthaud_ · 2026/08/23赛道影响chef’s kiss https://t.co/aivUMrkOcW
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Arthaud Mesnard@arthaud_ · 2026/08/23观点输出@SrikarVaradaraj what will that device look like ?
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。
Arthaud Mesnard@arthaud_ · 2026/08/23赛道影响@f_dicostanzo i’ve added rules, turned off the “improve instinct for everyone”, only connected certain sources & used proxies were possible
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Arthaud Mesnard@arthaud_ · 2026/08/22观点输出was an early & loyal poke user, switched over to instinct a week ago. it’s great
highlight:
>direct, resilient, fast, simple onboarding, good personality
>detects its own mistakes & corrects them,
>multiplatform works well
lowlight:
>got lost in a relatively simple math
>no MCP support, only works for a few tools (but works extremely well for them)
got a few invites left, ping me if you want one
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。
Arthaud Mesnard@arthaud_ · 2026/08/21观点输出@nichochar @illscience aligned with you here, our biggest customer using @miodotxyz in slack is a 671 people co
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。
Arthaud Mesnard@arthaud_ · 2026/08/21市场影响@nichochar @illscience i actually disagree with this, there are a few interesting way to do permissions in slack
>based on who's prompting
>mirroring the permissions everyone has on tools
>following permissions from channels
i also think read & write permissions should function differently
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。
Arthaud Mesnard@arthaud_ · 2026/08/21观点输出@Maaland going for extended periods of time
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。
Arthaud Mesnard@arthaud_ · 2026/08/20市场影响if you’re not selling to AI labs or devs, don’t build your co in sf
get an o1 & go there a few times a year for ambition, inspo & fundraising
base your company in a regional tech hub:
>access to more loyal, cheaper & often harder working talent
>easier to build a distinctive culture
>easier to build products for the 99% of people who aren’t in ai if you interact with them daily
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。
Arthaud Mesnard@arthaud_ · 2026/08/20观点输出@GEVS94 good take
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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