Delian Asparouhov@zebulgar · 3 天前观点输出First time I've seen someone understand space drugs on Twitter.
Worth a read: https://t.co/uWUspTuOP8
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。
Delian Asparouhov@zebulgar · 4 天前赛道影响the benefit of moving to SF when I was 18
is that even at a "young" age I've already gone through several cycles
so you can get to see how it all works in the long term, and which strategies fail
being this status-oriented and transactional causes flame-out in 95%+ of cases
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Delian Asparouhov@zebulgar · 4 天前观点输出We're taking a PROTAC to space to improve its solubility via higher % crystallinity
You can talk about space drugs or you can actually make 'em
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。
Delian Asparouhov@zebulgar · 5 天前观点输出HEY MAAA
MAAAAA
THE SPACE DRUGS AND FRONT AND CENTER MAA https://t.co/36NF4A2IdE
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。
Delian Asparouhov@zebulgar · 5 天前赛道影响Endurance Energy had a really successful initial test of their offshore geothermal power generation system
Exciting times for those that care about delivering power to islands in the Pacific... or you know... underwater for... robots... that might need power underwater...
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Delian Asparouhov@zebulgar · 10 天前观点输出tough to watch the continued carnage of bits-only businesses
if only someone had been trying to warn the VCs that software alone was not a moat
alas
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。
Delian Asparouhov@zebulgar · 10 天前观点输出“So yeah everyone thought Ramp was just corporate cards
But Eric & Karim’s whole ethos is saving you time and money so they built a Codex/Cowork competitor
And it’s actually better because they’re a third party trying to save you money instead of a lab selling you tokens” https://t.co/9SIex840Ao
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。
Delian Asparouhov@zebulgar · 11 天前观点输出My brief contribution to the pro-rata debate, and I leave the interpretation up to to the reader
Don Valentine doesn't seem like he'd have been the type to back off pro-rata rights
I'm sure he insisted on having them, and exercised them https://t.co/Qgfdv2X1zJ
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。
Delian Asparouhov@zebulgar · 12 天前赛道影响We launched two spacecraft to orbit at the same time last week
Truly transitioning to a fleet mentality
When I walk by Mission Control, it's mostly empty given how automated everything is now, especially after commissioning
One step closer to daily space drug factory runs!!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Delian Asparouhov@zebulgar · 17 天前观点输出Some see tech's boom/bust cycle as a bug
I think it's actually a feature, hype drives the industry to irrationally try to reinvent the world every 5 yrs
This worked fine for the past 50 years
But now for the first time tech hype is like 3% of US GDP so... bust could be rougher
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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