**TCI's Conference: The Anti-AI Portfolio**

> TCI's Conference: The Anti-AI Portfolio

**来源信息**
- **来源**：Hacker News：AI 热帖
- **分类**：tip
- **发布时间**：2026-06-25 04:11（北京时间）
- **原文**：[打开原文](https://moatsandmultiples.substack.com/p/inside-tcis-conference-the-anti-ai)