Anduril CEO Brian Schimpf 表示，美国资本市场结构不是比别国好 10%，而是好几千倍，应将资本配置与国家优先产业和能力对齐。他举例称，美国资本市场上哪里能用基本没有实际收入作支撑的方式，融资 2000 亿美元数据中心投资？这正是美国被低估的战略优势。
AI 生成摘要 · 以原文为准
America’s capital markets are an underrated strategic weapon.
Anduril CEO Brian Schimpf on turning that edge into a tool for national priorities:
"The US capital market structure is, it's not like it's 10% better than anyone else, it's like several thousand times better than anyone else. Like it is just wildly better."
"If you're leaning into that and saying, 'Hey, we actually have great capital allocators that know how to underwrite companies and lean in on these things.' Great, let's just use the capital stack in a way that is aligned with national priorities around certain industries, certain capabilities, things like that."
"Where else could you finance $200 billion of data center investments with like basically no real revenue to show for it? Like it's crazy."
@SchimpfBrian @eriktorenberg
American chattering classes love to hate our country’s financial services sector, but mark my words: the depth and versatility of U.S. capital markets will be our mightiest weapon in the singularity. Anti-finance sentiment, still fashionable on both left and right, is low IQ.在 X 查看被引用的帖子
来源：a16z · x.com