十字路口Crossing · 296 views
清华徐梦迪称具身预训练难敌长尾 押注上下文学习破局通用机器人
离线预训练无法彻底解决开放物理世界的长尾任务，具身智能唯有依赖无需更新参数的上下文学习与现场物理适应，才能跨越类似GPT-1的初级阶段并迎来真实泛化拐点。
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Koji杨远骋at十字路口 · 56 views
清华徐梦迪押注上下文学习 称预训练无法解决机器人泛化
离线模仿学习仅能实现内插记忆，具身智能若要迈向终极泛化，必须依靠上下文学习让机器人在零参数微调下现场适应新任务。
All-In Podcast · 1.5K views
AppLovin Rides Deep Learning Pivot to $250B Peak After 92% Plunge
AppLovin's recommendation models outpace Big Tech rivals by engineering net-new consumer discovery rather than fulfilling pre-existing search intent.
Wall Street Never Sleeps · 6.2K views
AXTI与SIVE等标的透支远期业绩 仅AAOI处合理估值区间
AI算力瓶颈虽支撑上游光通信长期需求，但多数明星股股价已提前计入2028年乐观预期，除产能紧俏的AAOI外均缺乏安全边际。
虎牛生金美股分析 · 155 views
标普500年底目标调至8000点 中期选举落地料迎9%主升浪
尽管AI资本开支折旧与5%美债收益率压制估值，但加息已稳定长期通胀预期，中期选举利空出尽后美股有望按历史规律开启主升浪并冲击8000点基准目标。
a16z · 2 views
Horowitz, Nas Fund Five-Year Grants to Aid Unpaid Hip-Hop Pioneers
Because hip-hop lacks industry pensions despite generating billions in corporate value, private grants must pair direct financial relief with public honors to restore dignity to exploited pioneers.
美股侠客 · 4 views
纳指与芯片板块分化 侠客称大盘下周跌破支撑方可全仓做空
尽管多项技术指标发出回调预警且半导体走弱，但大盘当前仍属回踩测试，必须等待下周盘面确认跌回支撑位后方可触发做空操作。
All-In Podcast · 156.5K views
Gurley Demands Independent Feynman-Style Inquiry into Covid Origins
Institutional self-preservation and regulatory capture blocked standard root-cause investigations into Covid-19 origins, crippling public trust and leaving humanity vulnerable to future pandemics.
船老大美股日志（MLERP投资） · 60 views
美联储加息引爆美股逆转 标普迎四周震荡盘升对冲期
美股借加息完成洗盘逆转，大盘在三季报开启前将维持大区间震荡盘升，投资者应利用绩优股财报前抢跑行情逢高减仓并部署期权对冲。
蜉蝣天地Meanders · 647 views
物理博士神父包智光称确凿证明上帝将把信仰降格为偶像
包智光指出，科学决定论无法否定人类自主性，上帝以沉默拒绝强行干涉正是为了保留人类自由选择的权利，唯有在不被强制的自由中才能完成去爱与自我舍弃的生命操练。
Bloomberg
A Goldman M&A Banker Helped Bring the Olympics to Los Angeles
Background Published by Bloomberg on their Odd Lots podcast feed on September 19, 2026, this live episode features hosts Tracy Allaway and Joe Weisenthal interviewing Gene Sykes, Co-Head of Global Mer
XTrader猫姐美股 · 16.7K views
标普守稳759点支撑触发反转 纳指重返多头直面关键阻力
美股虽在议息后守住核心支撑展开反弹，但行情的纵深完全取决于内盘买卖力道指标，若动能无法在下周有效放量共振，这轮升势恐难维持超过一个月。
All-In Podcast · 1.3K views
Palihapitiya, Sacks Credit US Risk Culture for Tech Innovation
The United States maintains an unmatched innovation advantage because its cultural optimism actively champions heterodox thinkers and daring risk-takers over cynical gatekeepers.
a16z · 20 views
Databricks' Ghodsi Rejects AI Extinction Risk as Training Costs Soar
Surging frontier training costs disprove runaway recursive self-improvement, leaving a lack of organizational context rather than model intelligence as the primary bottleneck to enterprise automation.
All-In Podcast · 3.7K views
NASA's Isaacman Pivots $25B Budget to Nuclear Fleet to Beat China
The agency must exit commoditized launch services and redirect its capital toward spaceborne nuclear propulsion to avoid ceding the lunar south pole and deep-space leadership to Beijing.
The Compound · 760 views
Lee, Ives Dismiss Bubble Fears as AI Capex Tops $1 Trillion
Accelerating enterprise capex, structural chip shortages, and compressed multiples show the tech bull market is only in its early innings despite rate headwinds.
课代表立正 · 137 views
Orca统一调度跨厂商Agent 4人团队管400任务破7万星
大模型巨头因生态锁定难以优化跨供应商协作，第三方平台通过中立ADE调度层与Agent自我编排，可让小团队实现数百个并发任务的自主推进与极速交付。
知行小酒馆 · 2.3K views
国务院公积金新规放宽租房与装修提取 专家建议职工应取尽取
随着公积金个人房贷发放比例较峰值腰斩且账户结息仅为1.5%，新规推动公积金转向存量居住消费，职工应利用放宽的提取门槛及时盘活现金流以规避资金贬值。
Bloomberg
IRS Data Shows 3 Million Business Owners Drive Half of US Wealth Gap
More than half of the rise in top US income inequality since the 1980s stems from active regional business owners exploiting pass-through tax loopholes rather than passive rentiers or tech billionaires.
Bloomberg Originals · 4 views
China AI Models Overtake US Rivals as Silicon Valley Flees High Costs
China's aggressive open-weight strategy is commoditizing artificial intelligence to capture global developer market share, threatening America's commercial lead regardless of Silicon Valley's frontier compute advantage.
进击的沈帅波 ｜进击波财经 · 40 views
天猫钛餐厨销额四年翻四倍 苏泊尔推三层复合锅破除粘锅痛点
在超52%消费者将健康与轻量化置于品牌和价格之上的趋势下，品牌唯有通过多层复合工艺攻坚中式无涂层不粘体验，才能避免钛材质从健康刚需沦为营销智商税。
视野环球财经 · 5.2K views
半导体板块绑定标普六成利润增量 费半承压关键阻力线
标普远期估值因半导体贡献2027年62%的EPS增量而缺乏容错空间，巨头资本支出成为维系大盘不致崩盘的唯一底线。
硅谷101播客 · 176 views
蚂蚁与万事达卡重塑机器支付网络 破局智能体自主交易信任卡点
智能体商业正从注意力经济转向意图经济，但机器间大规模交易的前提是建立KYA身份认证、安全沙箱机制与机构兜底承诺，以化解执行越界与资金追索的信任瓶颈。
All-In Podcast · 235 views
California Targets Reporter as Inquiries Expose Rail and Daycare Waste
State-sanctioned contractual waste and welfare fraud persist unchecked because entrenched officials weaponize legislation to silence citizen oversight and protect public-grant beneficiaries.