Steve @Mdrof
Hong Kong Joined January 2010-
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@ChinaMacroFacts 如果海力士继续下探到今年4月以前的价格会是一个转折点吗？还是说会因为市场情绪继续下探一段时间？
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@gdb I think ChatGPT work more like a intelligence RPA robot to me, it's more easy to use
Steve retweeted
Was very cool to hear about the reasons people love Sol. We're doing the promotion again, except this time for ChatGPT Work: Tweet what you love about ChatGPT Work, claim $100 in free credits, get more work done. First 10k get the free tokens: share-chatgpt-work.openai.chatgpt.site
Or… what if we gave you $100 in Codex credits if you tell us what you love about GPT-5.6 Sol or why you switched? Tweet it, claim your gift, enjoy more usage. First 10k get the free tokens! switch-to-codex.openai.chatgpt.site
@thsottiaux It’s an excellent move. This unlimited approach definitely changes how we use LLMs. Moving forward, it’ll be all about usage quotas instead of time limits.
Steve retweeted
Or… what if we gave you $100 in Codex credits if you tell us what you love about GPT-5.6 Sol or why you switched? Tweet it, claim your gift, enjoy more usage. First 10k get the free tokens! switch-to-codex.openai.chatgpt.site
codex should give one month free when you send them your claude cancelation screenshot
@ChinaMacroFacts 我理解anthropic和openai的收入增速是目前整个市场公约数，本来以为这个循环会在IPO之后（市场能看到更完整的财务数据）打破，没想到是以这样一种戏剧性的方式提前到来
@ChinaMacroFacts 博主好，三星罢工最新的动态是政府提出的调解方案被工会接受，被三星拒绝，某种程度上暗示了政府偏向工会一方。韩国标的市场叙事中政策风险在显著上升，可能会成为本轮SK海力士调整的催化剂，不知道这个话题上博主的考量是什么？感谢
@ChinaMacroFacts 完全认同，全球算力的持续紧张就是一个很好的例子，连Gemini 网页版都已增加5小时及周限额，推理训练带来的需求还在加速释放中。我在思考这一轮调整的催化剂会是什么，另外谢谢博主对AI Capex的分享，受益良多，感谢！
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