Haseeb Qureshi

Haseeb Qureshi@hosseeb · 20 小时前观点输出

The @ns saga is a case study every country courting tech investment should watch closely. I visited Forest City when Network School was just starting out, and it's incredible what they've done to revitalize the area. Malaysia is an amazing country, and would be a shame to have all the energy and talent that @ns is bringing to the region get driven out over this.

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。

Haseeb Qureshi@hosseeb · 1 天前观点输出

We're officially in a new regime. The duopoly is dead.

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。

Haseeb Qureshi@hosseeb · 1 天前观点输出

(note this is less applicable for founders who are >40. But if you're in your 20s and bad at video games, what were you even doing)

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。

Haseeb Qureshi@hosseeb · 1 天前观点输出

If a founder was never good at video games, that's a red flag.

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。

Haseeb Qureshi@hosseeb · 1 天前观点输出

Great idea => execution

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。

Haseeb Qureshi@hosseeb · 2 天前观点输出

Congrats to the @bloxroute team! First met these guys almost a decade ago and has been incredible to see them build this business from a fledgling network infra company into what it's now become. Congrats to @uriklarman and @eyalmarkov and to @FalconXGlobal on joining forces with an incredible team.

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。

Haseeb Qureshi@hosseeb · 2 天前赛道影响

@farokh Yeah but people said that in 2021. And in 2022. And in 2023. And we're all still here. I think it's very easy to convince yourself that "this time is different", but in retrospect it seldom is.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Haseeb Qureshi@hosseeb · 2 天前观点输出

@farokh There are DeFi exploits literally every single day. Something called "Bonzo Lend" which I've never heard of was hacked for $10M just a week ago. That's why you look at stats instead of vibes. https://t.co/jko8KBTPDa

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。

Haseeb Qureshi@hosseeb · 2 天前赛道影响

This is awesome. Someone was trashing spreads on @variational_io, so this guy pointed his AI agent to just go pull the raw data instead of arguing about it. TL;DR: @variational_io spreads are really good across a huge swathe of assets. RFQ works.

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Haseeb Qureshi@hosseeb · 3 天前赛道影响

Yes but the question is why they don't want to read AI written stuff. Think of yourself: when you ask Claude to explain something to you, do you read its explanation and say "wow this is awful writing" or do you come away with "wow, that was an excellent explanation, way better than I'd get asking someone else" Because that's what I come away with 99% of the time. The reason why we recoil at AI writing is rarely because the writing is actually bad. It's because it's lazy. Because reading someone's writing is meant to create an empathetic window into a writer's mind, and the writer who is just proxying AI is implicitly saying "you are not worth my time."

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。