Butian Li@blessbutian · 2026/06/16观点输出The alpha
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。
Butian Li@blessbutian · 2026/04/23观点输出This syncs all your contexts, skills and memories across LLMs automatically.
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。
Butian Li@blessbutian · 2026/03/31观点输出Anthropic accidentally leaking the Claude source code wasn't on my 2026 bingo card
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。
Butian Li@blessbutian · 2026/03/30观点输出This is what's known as 'being the world's largest technology hardware company'
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。
Butian Li@blessbutian · 2026/03/27观点输出All of the assets in your carefully diversified portfolio looking at each other today https://t.co/KB4PA6LOcW
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。
Butian Li@blessbutian · 2026/03/26政策影响Do crypto-backed mortgages imply we also get crypto-backed-mortgage-backed securities? 🤔
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。
Butian Li@blessbutian · 2026/03/25观点输出Model compression ftw 🚀
Now, about all that datacenter capex...
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。
Butian Li@blessbutian · 2026/03/24观点输出Seriously though! This would be the most graceful exit possible -- plus, it'd ensure Sora lives on.
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。
Butian Li@blessbutian · 2026/03/23赛道影响Often lost in discussion focused on the faster-moving, trendier labs: Google can afford to wait a really, really long time and incorporate features gradually. There's no need for them to panic add functions on a weekly basis.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Butian Li@blessbutian · 2026/03/20赛道影响Users need to have full control of their 'cognitive identity' -- that is, the totality of the information they provide to LLMs over time.
While still a fairly new category of personal data in the grand scheme of things, it's clearly of enormous value.
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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