Ishanee Nagpurkar@Ishanee · 2026/08/25观点输出Late to this but is @meetgranola the new CRM-killer
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。
Ishanee Nagpurkar@Ishanee · 2026/08/25观点输出@brexton It’s rough out there
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。
Ishanee Nagpurkar@Ishanee · 2026/08/21观点输出TIL: Fidelity was one of the biggest beneficiaries (and participant) of the Go-Go Years back in the 60s
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。
Ishanee Nagpurkar@Ishanee · 2026/08/21政策影响Compute Markets referenced a couple of times in today's committee meeting. Everyone agrees that these markets should exist and fast-tracked. TLDR:
@FalconXGlobal @2Ragu - AI CapEx hit $670B in a single-year. These will be the largest markets ever and an opportunity for the CFTC to define compute as an asset class. AI Labs going through IPO processes are being asked (for the first time) about their compute or datacentre expenses and they want to find ways to hedge to reduce their cost of capital.
@multicoin @tushar_jain requesting for an innovation exemption for compute derivatives.
@blockchain doubles down on Multicoin's idea for a sandbox environment for compute.
Don Wilson says compute markets gives US capital efficiency in the AI race.
Duffy highlights that Kalshi's compute markets are live whilst everyone else must abide by CFTC's request for comment period.
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。
Ishanee Nagpurkar@Ishanee · 2026/08/21赛道影响RT @Nate_Architect: The top trading firms in compute markets are going to be firms that are already leasing GPU compute, training their own…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ishanee Nagpurkar@Ishanee · 2026/08/18观点输出@Nate_Architect Thank you 🙏
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。
Ishanee Nagpurkar@Ishanee · 2026/08/18赛道影响@friedmandave @CrusoeAI @runware @Radiant_Infra You have transcontinental railroads but you'll also need local subways!
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ishanee Nagpurkar@Ishanee · 2026/08/18赛道影响RT @ReadTransformer: Soon traders might be able to bet on the price of AI computing power
A new market could give data center builders the…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ishanee Nagpurkar@Ishanee · 2026/08/18赛道影响We're seeing more companies focused on building modular DCs cutting lead times from 3Y to 3m.
@CrusoeAI building a Spark Factory, Helios, Bleeding edge, @runware with Sonic Inference Pods, @Radiant_Infra and several other modular AI Factories.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ishanee Nagpurkar@Ishanee · 2026/08/12观点输出RT @Nate_Architect: Man, imagine what happened to bond holders during the telecom capex if they couldn't hedge in a liquid derivatives mark…
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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