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SAM ALTMAN IS PULLING OFF THE BIGGEST THEFT IN TECH HISTORY And his $100B Nvidia deal just collapsed because Jensen Huang caught on to his schemes. IT'S OVER FOR OPENAI But he's STILL trying to raise another $100B+ from Amazon, SoftBank, and sovereign wealth funds. The…
都说美股高估，今天就聊一下美股到底有多么高估，和历史上的几次大崩盘相比如何。 首先是巴菲特指标，即故事市值与gdp的比值。在巴菲特看来，巴菲特指标在0.8-0.9之间是安全的。股票市值略低于gdp总量，是合理的买去点。2000年高点是1.8，2008年是1.1，2021年是2.1，现在是2.3。…
小扎一觉醒来发现自己 1B 收购的 Manus，两星期就被别人做出来了。让我们恭喜 Manus 高位离场
内存暴涨的原因 内存价格之所以涨了四倍，是因为有人用根本不存在的钱，买下了大量尚未生产出来的内存，准备装进同样尚未生产出来的 GPU 里，再放进尚未建成的数据中心，依赖可能永远不会出现的基础设施供电，以满足实际并不存在的需求，从而获得数学上不可能实现的利润。…
NEWS: Elon Musk says FSD Unsupervised will be available on personally owned Teslas in several U.S. cities by the end of 2025.
Tesla struggled A LOT with FSD Initial self driving was through mobileye and that ended in 2016. It took quite a long time for cars to be on parity with Mobileye performance Late 2016 Elon said HW2 would be FSD complete by the end of 2017. The cars had all the cameras and…
Yes, DeepMind's AlphaStar defeated pro StarCraft II player Grzegorz "MaNa" Komincz 5-0 in December 2018, though with advantages like API access. Announced in 2019.
血条最厚的谷歌也开始借钱了, 真的是彻底疯狂.
Alphabet’s $ Dollar Bond Sale Attracts Massive $90 Billion Investor Demand.
lmao
Its fascinating to me that only when a new version of FSD drops is it OK to talk about how murderous the previous version was. It happens every time. Without fail.
This is a ballsy move, unless it's a hedge. With a $1 trillion pay package and a bailout of xAI by Tesla up for a Nov-6th shareholder vote, Q3 results tomorrow should be the most fraudulent ever. It's Musk's Hail Mary. $TSLA
$3M in $440 Puts on $TSLA expiring this Friday were just bought 🐻 Tesla reports earnings tomorrow
OpenAI上半年营收43亿美元，巨亏135亿美元：研发与算力投入高达67亿美元 嗯，你们要的终于来了。…
回顾安然丑闻：典型交易手法剖析 Reviewing the Enron Scandal: Analysis of a Typical Transaction Scheme…
Good morning to those who know that Elon Musk will hype FSD 14, then send it to his Biased Influencers who will hype it even more, this hype will drive up $TSLA (that's the point), then the stock will drop once FSD 14 is in wide release and everyone sees it for what it is: Hype.
$TSLA FSD 14 will not be on most Teslas until 2026, and it will complete ~98% of drives without a critical error, better than 97% for FSD 13, but far from the 99.9999% necessary for nationwide adoption of a driverless robotaxi service, which is 5 to 10 years away. Beware of hype.
AI并不算什么生产力革命，远比不上以前的“工业革命”和“电气革命”，以及后来的“互联网革命”，甚至也比不上汽车的发明。它涨得很好的时候我就是这个看法，现在依然是这个看法。这几年AI的爆炒，更多源于流动性的泛滥，而并非是技术本身会对人类社会有多深远的影响。
过河拆桥
Easily fixed by raising the minimum salary significantly and adding a yearly cost for maintaining the H1B, making it materially more expensive to hire from overseas than domestically. I’ve been very clear that the program is broken and needs major reform.
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