Anirudh Pai@ani_pai · 2026/08/25观点输出@AustinBarack @RelayerCapital @RockawayX Congrats! Excited to see what's next 🤝
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。
Anirudh Pai@ani_pai · 2026/08/23赛道影响@NousResearch Harnesses also command some of the highest revenue multiples in AI.
Unlike most software, those multiples hold even as the business scales.
https://t.co/TYAVWIYR8Q
(h/t @ttunguz) https://t.co/uclwchcMKZ
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。
Anirudh Pai@ani_pai · 2026/08/23观点输出While open weight models continue to commoditize each other, the harnesses are only compounding faster and faster.
Case in point: @NousResearch’s Hermes Agent is consuming ~2.3T tokens/day, up > 100% from last month alone. https://t.co/VsvuJ2Xfms
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。
Anirudh Pai@ani_pai · 2026/08/20观点输出@gabriel1 @davefontenot @POPMillar is doing exactly this. It’s an incredible experience.
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。
Anirudh Pai@ani_pai · 2026/08/17观点输出RT @tarunchitra: Every successful marketplace has winners and losers
But some participants make it more of a dark forest than a chessboard…
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。
Anirudh Pai@ani_pai · 2026/08/10赛道影响RT @DerJunaid: Today at @Cambridge_Aero we're announcing a $300M Series C funding round to accelerate our mission to protect Allied skies.…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Anirudh Pai@ani_pai · 2026/08/04观点输出RT @robotventures: The @NousResearch and Hermes cultural victory from @OpenRouter:
1. Doubled their token production in 30 days
2. App ma…
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。
Anirudh Pai@ani_pai · 2026/07/09赛道影响RT @TheBlockCo: THE BLOCK: Tarun Chitra's Gauntlet has raised $125 million in a Series C funding round, with SBI Holdings as the sole inves…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Anirudh Pai@ani_pai · 2026/06/22观点输出RT @NousResearch: Hermes Agent has reached 200,000 GitHub stars
Thank you to our contributors, supporters, users, and agents! https://t.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。
Anirudh Pai@ani_pai · 2026/06/15赛道影响RT @NotASithLord: Excited to announce Hydra Host has raised $100 million from Kindred Ventures, NVIDIA, Ark, Magnetar, Comcast, and more.…
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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