李旻融@henryleemr · 2026/08/23观点输出@0xLaughing 没看见呢 https://t.co/uht8IGkp11
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。
李旻融@henryleemr · 2026/08/23观点输出@0xLaughing 这表情包能帮我找到对象吗
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。
李旻融@henryleemr · 2026/08/23观点输出yes cheers until the next 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。
李旻融@henryleemr · 2026/08/23赛道影响@covachong @0xLaughing @GoKiteAI 有吗
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
李旻融@henryleemr · 2026/08/21观点输出thanks for listening to our sesh! 🪁
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。
李旻融@henryleemr · 2026/08/20观点输出stay tuned for more ! 🪁
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。
李旻融@henryleemr · 2026/08/19观点输出@ClaraChengGo Bro…
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。
李旻融@henryleemr · 2026/08/18赛道影响not only does AI make building less of a moat now with vibe coding, but its weakening the advantage of distribution too
why? because agents dramatically reduce switching costs
with agents users can migrate from one platform to another much easier
migrating your playlists from youtube music to spotify? use an agent
migrating your journal / code / emails / calendars to a new platform? use an agent
the harder it becomes to maintain user stickiness, the weaker incumbent's networks effects become in actuality
good news for entrepreneurs perhaps
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
李旻融@henryleemr · 2026/08/17观点输出people often say stocks return 10% a year over the long run
but that's actually specific to U.S. stocks during arguably the greatest century any economy has ever had as
post-war industrial dominance + winning the Cold War + the dollar becoming the global reserve currency (and for oil)
attracting the world's best talent + creating the internet + building the biggest tech companies
theres a lot of underlying assumptions to the "buy SnP and forget" rule
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。
李旻融@henryleemr · 2026/08/13赛道影响@tongnk Verbose word vomit now generated by ai
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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