Tim Meggs@TimMeggs · 2026/08/26观点输出RT @TheLocalWMC: The Industrial Revolution compressed the distance between time and place.
Now, the Agentic revolution compresses the dist…
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。
Tim Meggs@TimMeggs · 2026/08/21观点输出RT @TheLocalWMC: Prediction markets took double what US bookmakers did on the World Cup. Then "soccer" gave them a problem the NFL never do…
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。
Tim Meggs@TimMeggs · 2026/08/14观点输出RT @vandynathan: I've been a fan of @lo_tech, not just from a market maker perspective, but also their podcast in a pub format
It really d…
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。
Tim Meggs@TimMeggs · 2026/08/13赛道影响RT @lo_tech: Can AI build a trading system right now? Can it build a market making system on top of it? @TimMeggs believes the answer to bo…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Tim Meggs@TimMeggs · 2026/08/08观点输出@quant_xbt There's still value in learning how various (often gated) should be stitched together for best results.
This isn't coding, but it is very much in the realm of computing and systems design.
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。
Tim Meggs@TimMeggs · 2026/08/08赛道影响@HangukQuant I've found giving them the initial scaffolding work that would normally be a blocker on getting started is the best place for gains.
Key is to know when the crossover hits and you need to step back in with expertise
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Tim Meggs@TimMeggs · 2026/08/08赛道影响For someone who's always had multiple side-projects I want to work on, the improvements in AI agent capabilities over the last 9 months has been a huge step forward. Feels like a golden age.
It also brings a bunch of underlying anxiety though too. Anytime I don't have an agent working on something, it feels like a waste.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Tim Meggs@TimMeggs · 2026/07/28观点输出Sax is a force of nature. Get long this individual.
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。
Tim Meggs@TimMeggs · 2026/07/16赛道影响RT @pascaldottrade: We’re thrilled to announce our Series A with @usv bringing our total fundraising up to 15m. We hit it off with @fredwi…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Tim Meggs@TimMeggs · 2026/07/08观点输出Are bank analysts sending out research notes in markdown and LLM friendly format yet?
If not, why not?
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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