TMTLongShort

X · 26 atoms · 2026-06-23 → 2026-06-27 · 信用档先验 cred3

🟦 fact 1 · 🟥 take 25 · stance ▲4/▼10/◆9

覆盖实体 (top 10)

• Trump admin — 7 atoms
• TMTLongShort — 5 atoms
• full cycle investors — 1 atoms
• people in finance — 1 atoms
• Evan Spiegel — 1 atoms
• models — 1 atoms
• marginal demand for intelligence — 1 atoms
• DEI职位 — 1 atoms
• Google — 1 atoms
• corporate America — 1 atoms

话题分布 (top 8)

组织管理 (2) · 投资思维素质 (1) · 行业从业者画像 (1) · CEO评价 (1) · 管理层质疑 (1) · 贸易协定 (1) · 中转运条款 (1) · 自动化 (1)

样例 atoms

• 2026-06-26 · Trump admin · There are four potential motivators for the Trump admin to be slow-rolling access to frontier models
• 2026-06-27 · GLM · At some point there will be no GLM equivalent as scaling laws hold, compute differential persists, and anti-distillation gets more robust.
• 2026-06-23 · full cycle investors · The reason why being an exceptional full cycle investor is so rare is that you need to start with a base of knowledge that accrues from being maniacally detail oriented within your
• 2026-06-23 · people in finance · Fewer people in finance grew up reading sci-fi vs what you might think and even fewer within that group also have the disposition to continue reading 10ks day in and day out after
• 2026-06-23 · Evan Spiegel · speaks to the reasons I think Evan is one of the worst execs in tech

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