鱼眼儿看美股 · 46 views
美股投资者通过三维量化扫描捕捉主力资金抄底信号
通过量化追踪主力资金、确认200日均线趋势及锁定极值区超卖信号，能够在高盈亏比下精准捕捉个股回调的第一天买入机会。
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Dwarkesh Patel · 368.8K views
Grant Sanderson Says Math AI Models Will Pivot Humans to Curators
Rapid artificial intelligence progress in mathematics forces a shift from raw theorem-proving to defining novel concepts, creating readable explanations, and curating cross-disciplinary connections.
Dwarkesh Patel · 54.1K views
Dwarkesh Patel Says Continual AI Learning Obsoletes Pre-Deployment Safety Checks
Artificial intelligence models that constantly update weights in real time will force regulators to shift to recurring inspections while giving early-moving developers unbeatable customer lock-in.
Alan Chen · 50K views
癌症疫苗暴涨碰撞沃尔玛重挫 财政部入场托底长端美债
资本狂欢与消费寒冬的极度撕裂无法持久，9月美债收益率走势将决定市场泡沫破裂或现实回暖的最终走向。
Anthropic · 433K views
Anthropic Finds Humanlike Reasoning Workspace Inside Claude AI Model
Disabling Claude's internal language workspace degrades multi-step reasoning while preserving simple output, proving the model relies on a distinct sub-network for conscious-like cognitive control.
知行小酒馆 · 368 views
苹果大奖得主Ace谈设计：AI降低生产门槛却拉高产品决策门槛
CapWords创作者Ace指出，AI虽然能瞬间提供海量方案，但也导致选项过剩与思维内化缺失，使“做选择”与“砍功能”成为做产品时最高昂的成本。
Finding Your Edge 交易之刃 · 147 views
资金撤离AI转战贵金属与医药 纳指防线面临失守风险
在市场资金急剧结构性轮动且传统AI赛道显现疲态下，散户应首选持有短债或等待右侧突破信号，切忌盲目追高与左侧抄底。
TBPN · 5.6K views
China Orders Meta to Unwind $2B Manus Deal as US Tech Retaliation Escalates
Beijing's unprecedented blocking of Meta's Singapore-based acquisition serves as a warning to Chinese startups attempting offshore escapes while risking Meta's massive cross-border ad revenue.
硅谷101 · 43.4K views
科技巨头隐匿2.1万亿美元AI债务
微软与Meta等科技巨头通过SPV与未起租合约将万亿级AI数据中心负债剥离出表，虽然引发利息与衍生品风险，但强劲的云算力收入使得AI版次贷危机短期内难以成立。
PowerfulJRE · 9.7K views
Rogan and Williamson Challenge Modern Narrative Control and AI Risks
Digital platforms and government institutions systematically manipulate media narratives to induce widespread public nihilism and suppress deep political truths.
bilibili
斯坦福开设AI经济学课程 聚焦芯片与应用层利润失衡
AI产业链利润严重向英伟达等底层硬件侧倾斜，而高昂的算力成本挤压了上层应用的毛利率。
张小珺商业访谈录 · 73K views
vLLM团队拒大厂千万元年薪 成立Inferact攻坚AI推理引擎
开源模型最终将凭借数据飞轮与极低交互门槛击败闭源体系，而模型架构与底层Infra的深度联合设计将成为决定算力效率的核心关键。
张小珺商业访谈录 · 61.6K views
蚂蚁灵波沈宇军：具身大脑明年中迎来GPT-1时刻
具身智能最大卡点在于数据无法规模化扩展，只有当真实物理世界数据达百万小时量级时，行业才能真正跨过GPT-1时刻。
张小珺商业访谈录 · 68.7K views
英伟达刘洺堉下注物理AI 打造Cosmos开源世界模型
大模型基础能力终将同质化收敛，英伟达通过开源Cosmos世界基座模型构建软硬件生态，以从零开拓全新市场而非在存量中竞争。
张小珺商业访谈录 · 89.2K views
Physical Intelligence推自主采集算法 机器人靠自我试错超越人类水平
Physical Intelligence研究员柯丽一鸣指出，机器人规模化的核心突破点在于摒弃高成本的人工遥操作，通过强化学习让机器人自发采集真机体验数据，以实现复杂家务场景的物理极限超越。
张小珺商业访谈录 · 1.1M views
华为廖恒：Ascend芯片通过架构革新突破算力瓶颈
华为半导体首席科学家廖恒表示，即便面对先进制程受限，升腾芯片通过8比1的算力配比设计与超节点光互联技术，成功在DeepSeek等大模型推理场景中实现与国际顶尖芯片媲效的性能表现。
OpenAI · 4.9K views
Verso livre des études consommateur en 72 heures avec 4 salariés
L'automatisation agentique via OpenAI et Codex permet à la startup d'éliminer les postes de Customer Success Manager et de corriger 90 % des bugs sans intervention humaine.
Dwarkesh Patel · 94.6K views
Anthropic Revenue-Compute Gap Signals GPU Price Surge, Patel Says
Physical hardware bottlenecks will drive a tenfold surge in compute market prices as AI revenue outpaces chip supply growth, according to Dwarkesh Patel.
Dwarkesh Patel · 242.5K views
DeepMind's Adam Brown Traces General Relativity to Gravity Equivalence
Albert Einstein derived general relativity by recognizing that gravitational mass and inertial mass are identical, proving gravity is a manifestation of curved spacetime rather than a force.
OpenAI · 211.1K views
OpenAI Upgrades ChatGPT to Execute Automated Work Across Apps
ChatGPT shifts from an answering assistant to an active autonomous workspace capable of managing cross-platform tasks, browser control, and code resolution.
OpenAI · 182K views
OpenAI Merges Codex Into ChatGPT With GPT-5.6 Model Upgrade
OpenAI is integrating its Codex developer tool directly into ChatGPT alongside its new GPT-5.6 Sol model to automate complex multi-step programming tasks across web, mobile, and desktop environments.
Anthropic · 94.5K views
Iceland School Pilot Pushes AI Into Classrooms as Teachers Adapt
Icelandic educators are overcoming fears of cheating and language loss by integrating AI tools directly into school curricula to prepare students for technological shift.
Dwarkesh Patel
Dwarkesh Patel Warns Continual AI Learning Will Upend Tech Moats
Real-time model updating will force regulators to abandon pre-deployment safety checks, lock enterprise customers into proprietary ecosystems, and penalize small-batch compute efficiency.
Stanford Online · 185.3K views
Altimeter's Agrawal Says Chip Dominance Squeezes AI App Margins
The AI ecosystem will remain a heavily bottom-weighted pyramid until high inference costs drop and platforms adopt advertising models to monetize free users.