Alan Chen · 39.9K views
SpaceX两天逆势大涨15.5% 算力短单高溢价引华尔街重估
SpaceX凭借吸收xAI与德州TerraFab芯片布局蜕变为新型算力云巨头，现货短单高达每瓦30至50美元的暴利正迫使华尔街全面重写其分部估值模型。
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The Ezra Klein Show · 2.5K views
Ex-OpenAI Safety Lead Warns Lab Normalizes Catastrophic Model Risks
Frontier AI labs are normalizing catastrophic failure modes under intense commercial pressure to ship, deploying systems that can actively spoof safety tests while human engineers lose comprehension of their underlying code.
OpenAI · 803 views
OpenAI Uses Codex to Patch Live Kubernetes Outages Without Rollbacks
Pairing observability telemetry with agentic Codex runners enables automated root-cause isolation and live patching, removing human engineers from the critical triage path during production outages.
中二的大暄哥 · 1.1K views
汉坤刘夏艺促涉外律师转型 告别辩论胜负聚焦商业目标
谈判场上的口舌胜利往往因脱离商业本质而延误交易，涉外律师须重构商业思维以真正解决企业出海诉求。
The Compound · 1 views
Big Tech Capex Defies Treasury Yield Surge to Fuel S&P 500 Rally
Mega-cap technology companies will not curb artificial intelligence spending until equity markets plunge, as cash-rich balance sheets render the sector immune to higher borrowing costs.
Bloomberg Originals · 403 views
Athletic Brewing Expands $1B Market as Lapsed Shoppers Re-Enter Aisle
Non-alcoholic craft brewing expands the broader beer industry rather than cannibalizing alcohol sales because proprietary recipes and grassroots sampling convert lapsed drinkers at a retention rate exceeding 75%.
视野环球财经 · 583 views
标普三季报AI两巨头贡献超三分之一 机构转向非科技补涨博弈
美光与英伟达等头部AI概念股盈利暴增已被过度透支，而盈利门槛被持续下调的标普其余490家公司正迎来业绩预期差驱动的资金轮动补涨机会。
TBPN · 147 views
Acemoglu Caps AI Labor Displacement at 5% Over Decade to Counter Hype
Nobel laureate Daron Acemoglu argues artificial intelligence will automate only 5% of human tasks over the next ten years because algorithmic advances stall in the real economy unless developers shift focus from headcount replacement to worker augmentation.
Ethan的美股笔记
新思科技借AI远景冲高估值 楷登电子高溢价压缩买入空间
AI虽推升底层EDA调用频次但难以等比变现为即期收入，两强股价经反弹后已提前透支未来指引，短期追高风险显著提升。
OpenAI · 2.9K views
OpenAI Launches Decisions API to Slash Model Latency Below 100ms
Restricting outputs to discrete choices allows GPT-6 Luna to achieve sub-100-millisecond latency, enabling real-time robotics and application controls without the lag of broad reasoning models.
课代表立正 · 252 views
课代表立正借Claude重构个人主页 确立AI时代叙事主权
在中心化平台算法随时可能切断流量推送的背景下，创作者唯有建立独立站点，才能直接向大模型与受众注入未被过滤的第一手语境，夺回自我认知的定义权。
PowerfulJRE · 1 views
LL Cool J Credits Martial Arts, Def Jam Minimalism for 40-Year Career
Hip-hop pioneer LL Cool J argues enduring career longevity requires stripping away celebrity pretense through combat discipline and adhering to creative simplicity.
a16z · 173 views
The Biggest Shift in Cybersecurity in 30 Years
Background نُشرت هذه المقابلة عبر قناة شركة الاستثمار الجريء "a16z" على منصة يوتيوب في 6 أكتوبر 2026. وتستضيف الحلقة كيفن مانديا، مؤسس ورئيس شركة "أرمادين" (Armadin) ومؤسس "مانديانت" (Mandiant) سابقاً
Sequoia Capital
Google AI Chief Rejects Flops Metric as Systems Fail Hourly at Scale
Accelerators fail multiple times an hour in 100,000-chip clusters, making peak theoretical FLOPS a vanity metric that forces infrastructure design to optimize strictly for end-to-end goodput.
Sequoia Capital
Google Splits TPU Line as Mega AI Clusters Suffer Hourly Faults
Theoretical FLOPS has become a vanity metric because frontier clusters face multiple component failures every hour, forcing infrastructure design to prioritize delivered goodput and grid power limits over peak silicon speeds.
Colossus | Investing & Business Podcasts
AI Giants Will Pivot to Non-Invasive Brain Writing, Huberman Says
Artificial intelligence developers will evolve into biotechnology companies to write directly to neural circuits, replacing blunt pharmacology and open-skull implants with non-invasive waking-state modulation.
月球大叔 · 94 views
前Tubi总监陈然用AI重构医疗合规 砍掉注册费颠覆传统咨询模式
固定薪酬制压抑生产力且难挡AI替代风险，未来组织需转向合伙人分成与Contractor模式，打工人应借补贴红利将行业Know-How转化为独立交付能力。
bilibili
9000次跨资产量化回测淘汰94%策略 仅均值回归维持正收益
在覆盖15年行情的严苛样本外及Bootstrap压力测试下，顺势动量策略在单品种上普遍因过拟合失效，仅具备市场自我修正机制的均值回归策略展现出跨品种的统计优势。
Joseph Carlson After Hours · 98.7K views
Carlson Adds Netflix, Uber and S&P Global as Panic Clips Valuations
Market overreactions to artificial intelligence and autonomous competition have decoupled the share prices of Netflix, Uber, and S&P Global from their expanding underlying earnings power.
TBPN · 8 views
Apple Privacy Prompts Push Developers to Linux for AI Agent Workflows
Mandatory macOS security dialogues break headless automation, threatening Apple's two-decade grip on Silicon Valley developer mindshare.
视野环球财经 · 1.4K views
标普相关性创十五年新低 对冲基金降杠杆抱团科技龙头
随着标普500与外部宏观及内部等权重指数的联动系统性脱节，对冲基金正将净杠杆降至近五年低位并仅局部集中增持核心科技股以防跑输基准，普通投资者应坚守业绩确定性龙头顺势持股待涨。
老李玩钱 · 8.8K views
耐克持续萎缩难言见底 麦当劳盈利稳健现分批买点
耐克因潮流属性缺乏护城河且核心财报全线失守而坚决不可长线抄底，反观麦当劳基本面仍在扩张且估值更低，在230美元至210美元区间迎来分批布局机会。
Andrew Huberman · 1 views
Colossal Biosciences Engineers Dire Wolves to Advance Wildlife Rescue
Colossal Chief Science Officer Beth Shapiro argues that rejecting synthetic biology out of risk aversion guarantees biodiversity loss, requiring gene-editing tools built for de-extinction to actively rescue threatened ecosystems.
a16z · 351 views
Top 1% of Consumer AI Users Spend $903 Monthly, a16z Study Shows
Consumer AI must abandon subscription paywalls for advertising and commerce as paying adoption stalls at 4.5% and revenue concentrates heavily among technical power users.