课代表立正 · 176 views
微软CoreAI主管称大模型难独立履职 促企业设专属身份与评分标准
通用模型与泛化指标无法识别真实业务缺陷，企业唯有为Agent建立独立身份以隔离越权风险，并用包含加权规则的业务评分标准持续迭代，才能使AI安全投入生产。
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Stanford AI Club · 200 views
Sequoia's Lin Sees AI Value in Apps, Warns Hyperscaler Debt Piles Up
Technology diffuses far slower than model capabilities advance because human behavior changes slowly, ensuring vertical applications capture enduring value while debt-financed data center expansions create the real downside risk.
Fireship · 58.6K views
Cloudflare Acquires Deno and Plans Sunset as Node.js Wins Runtime War
Cloudflare will shut down Deno after integrating its CellD architecture into workerd, leaving Node.js as the sole major JavaScript runtime free of corporate cloud control.
纪实万象 · 5 views
窦文涛携嘉宾剖析996与职场异化：过度加班摧毁劳动力再生产
职场过度加班通过剥夺员工维持生命与心理机能的再生产时间，将个体异化为随时可替换的耗材，促使当代劳工退守八小时之外以重建生活边界。
The Economist · 4.1K views
AfD's Weidel Demands End to Ukraine Aid, Warns of European Bond Crisis
Germany must stop funding Kyiv because Ukraine cannot defeat Russia and prolonging the conflict directly harms German national security, AfD co-leader Alice Weidel says.
捭阖哗_穷鬼主义 · 5.1K views
非洲地下性产业吸纳数千中国女性 劳务诱骗与低价倾销引发生态冲突
在非华人性产业由同胞诱骗控制起步，因国内熟人社会污名与高额收入差，使受害女性在重获自由后自愿留非单干并击穿当地色情业底价。
PowerfulJRE · 708 views
Joe Rogan Experience #2566 - Cody Tucker
Detailed walkthrough 00:00 Research Rabbit Holes and the Debbie Harry Legend Joe Rogan welcomes Cody Tucker back to the show, congratulating him on publishing his second book, Where Did That Come From
捭阖哗_穷鬼主义 · 1.5K views
沙特年处决飙至345人 借改革外衣加码以言治罪与自动化镇压
沙特王室以社会风俗松绑掩盖司法集权，通过反恐法、跨国技术监控与酌定死刑掐灭任何自下而上的权利诉求。
a16z · 36 views
VGS Scales Agentic Tokens as AI Shoppers Disrupt Merchant Checkouts
Proxy payment workarounds break dispute resolution and merchant subscriptions, forcing the payments industry to deploy open token standards before autonomous AI agents can safely transact at scale.
浑水摸鱼清源 · 173 views
Adam Khoo押注美股Q4续涨 称盈利激增令标普估值较年初更便宜
由于标普500聚合盈利预计激增32%大幅跑赢股价涨幅，当前远期市盈率已回落至19.1倍，叠加中期选举后最高达100%的历史胜率，美股四季度仍具充沛补涨空间。
捭阖哗_穷鬼主义 · 1.4K views
苏丹结盟乌里玛借偶因论维稳 终结中东理论科学革命
伊斯兰世界科学停滞并非源于宗教天生缺失因果概念，而是异族军阀与宗教学者为巩固统治结成政治同盟，通过僵化的瓦克夫基金制度剥夺自然必然性并锁死知识创新。
Andrew Huberman · 672 views
Neuralink Surgeon MacDougall Targets Paralysis Bypass, Cognitive AI
Direct brain-machine interfaces can bridge spinal trauma to restore movement within years before scaling to eliminate the bandwidth bottlenecks of human vocal speech.
捭阖哗_穷鬼主义 · 3.2K views
美光美股暴利周期见顶折射2027年内存大跌
随着云巨头资本开支逼近现金流极限以及晶圆厂产能全面释放，2027年将成为存储器高价横盘的最后一年。
王钦文 · 280 views
海尔卡萨帝营收跨过300亿元 凭底层技术研发打破外资高端垄断
卡萨帝实现十年业绩裂变的核心在于放弃收购外资走捷径，依托平嵌等底层技术攻坚解决真实高频痛点，以领先生活半步的节奏重塑高端家电标准。
纪实万象
薛兆丰警告生成式AI引发合成谬误 工具红利难替代企业家担当
生成式AI大幅降低制作门槛正引发严重的同质化生产过剩，从业者若仅靠调用开源工具自嗨而无法为具体商业需求承担亏损风险，必将在泡沫退潮后被市场淘汰。
靳卫萍老师 · 1.6K views
清华靳卫萍拆解宏观经济争议 指霍尔与伍德福德为政策稳定重构微观基础
宏观经济绝非微观个体的线性叠加，传统新古典综合在滞胀危机与政治博弈冲击下屡屡失灵，迫使现代学界必须基于理性预期重建微观机制以维系宏观稳定。
Bg2 Pod · 1.3K views
Nvidia Sees AI Spend Hitting $10 Trillion as Huang Dismisses Bubble
Jensen Huang argues the multitrillion-dollar transition to accelerated computing does not rely on frontier labs alone, claiming power grid constraints and massive capital commitments favor Nvidia's fungible architecture over specialized chips.
浑水摸鱼清源 · 27 views
浑水摸鱼清源逆势加仓五万美元美股资产
当前美股市场重演一九九九年双速经济分化，因美债收益率攀升及AI基建信用违约担忧导致科技股暴跌，但这也为利率敏感型超跌资产创造了高估值修复弹性。
Jason程前 · 40 views
戴比尔斯指年轻富裕客群涌入 天然钻石凭情感标识抗衡黄金保值潮
直接转账容易将亲密关系异化为日常金钱交易，而天然钻石凭借不可复制的地质稀缺与物理实体，成为高净值人群固化人生里程碑情感的不可替代媒介。
王小七Fire · 1.6K views
王小七抨击病态育儿茧房
青春期叛逆本质上是父母单方面建立绝对顺从契约后为掩盖自身控制欲而发明的统治者罪名。
浑水摸鱼清源 · 63 views
布鲁克斯拆解交易高潮反转 警示趋势后期大阳线多属衰竭终结
趋势单边运行20根K线后出现的最强实体突破往往预示衰竭而非加速，机构多头趁机全额平仓并触发至少两段式回撤测试高潮底部。
Bloomberg
Hyperliquid Pitches CFTC on Regulating Market Deployers Over Protocol
Hyperliquid co-founder Jeff Yan argues US regulators can oversee 24/7 on-chain trading by policing third-party contract deployers rather than the base protocol, likening the blockchain to neutral internet plumbing that replaces manual audits with mathematically verifiable code.
AI技术投降派
全球五大 AI 模型挑战物理机测全线翻车
由于视觉输入成本高昂且空间推理能力严重不足，全球最强 AI 模型在六轴机械臂物理测试中比人类慢百倍且造价高出数十倍，现阶段完全无法投入实际生产。
The Diary Of A CEO · 9.8K views
UC Berkeley Scientist Links Tech Addiction to Societal Divide
Digital platforms deliberately exploit survival wiring and intermittent variable rewards to trap users, threatening to divide society into a small thinking class and a distracted majority.