fletcherfeng @fletcherfeng

x.com/i/article/2099…

一口气了解Palantir x.com/i/article/2084…

昂贵的模型有额外的创造力，但创造力在无法完全对齐的条件下很难被信任，所以任务越来越局限于封闭的，给定任务范围的模块。LLM由于是用语言训练而来的，继承了人类语言可以腐败和被掏空的特性，也继承了人类社会名实漂移的传统。这么一来，tokenomics的最大漏洞可能就在这里：昂贵的边际效用变得自相矛盾，而解决给定任务的成本正在卷到地心。

SuSu_酥酥👅 @NFT_Chen

2 months ago

💥DeepSeek V4-Flash 的真正杀伤力，不是“Token 单价更便宜”，而是单任务总成本碾压式领先！ 很多人担心：单价低 → 模型啰嗦、多轮对话、工具调用多 → 总 Token 量暴涨 → 最终账单反而更高。 但 @ArtificialAnlys 的实测直接打脸：在同一套 Intelligence Index 任务上，DeepSeek V4-Flash

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很难不感叹年轻人的创造力，一名量化方向在校本科生，耗时十天独立开发AI集群推演框架，项目发布GitHub后快速出圈，斩获13000+收藏星标，同步完成400万美金融资对接。 当下热度极高的MiroFish属于多智能体仿真推演工具，核心功能覆盖全场景预测需求，不管是金融行情预判、企业舆情测试，都能通过系统完成模拟演算。 通俗解释MiroFish的运作逻辑：它搭建了一个数字化虚拟沙盒，数千个独立AI代理在环境内自主运行，每个智能体自带记忆体系与行为逻辑，会复刻真实人群的交流、站队、博弈行为。导入任意事件素材，政策变动、突发消息、残缺文学故事都可以，系统会完整推演群体情绪变化、多方争论过程与最终事态走向，提前预判现实里的发展趋势。 项目创始人郭汉江，2025年末仍在读本科，依托大模型辅助完成核心代码开发，开源上线后热度暴涨，盛大集团向其投入三千万元扶持资金。随后他离校创业，组建团队持续迭代这套智能模拟系统。 工具主流落地场景分为三类： 金融分析：上传财报、行业资讯，模拟市场恐慌程度与价格波动区间，辅助行情判断； 舆情公关：企业对外公告提前推演，预判负面舆论风险，优化发布文案； 趣味推演：导入未完结古典小说，AI角色自主互动生成完整故事收尾。 部署操作简单便捷，Docker容器快速部署，原生兼容市面上主流大模型接口密钥。 可做趣味模拟测试，比如推演马斯克发布狗狗币2.0相关动态，完整还原机构交易者、自媒体、普通投资者的情绪变化，推演全过程支持导出视频，无任何资金风险直观感受行情涨跌全过程。 不少交易者将其作为行情参考工具，有实操记录显示，使用者借助MiroFish复盘历史行情后，在Polymarket押注SPX500相关标的，最终净盈利超12万美元。 交易者主页链接：polymarket.com/zh/@CamelUp?vi… 若不愿自主研究推演工具，可使用PolyCop跟单功能同步高手交易，直接复用成熟操作逻辑。 前往PolyCop机器人链接t.me/PolyCop_BOT?st…，填入钱包地址[0x17559efac103ac7f361be37ec0b93888d4c55aac]，就能开启跟单跟踪。 开源代码地址：github.com/666ghj/MiroFish

Crypto老鹰 @laoyingkhq

2 months ago

时差套利玩法曝光：一名麻省理工中国留学生，依靠凌晨三小时时间窗口，累计斩获450万美元收益。 这位就读于麻省理工的中国留学生，先后向ChatGPT与Gemini抛出同一个问题，询问如何利用亚欧两地时差实现盈利。 ChatGPT给出的方案比较常规，无非外汇时差交易、跨境线上接单这类通用思路。

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搞量化交易，别再东拼西凑找资料了。 推荐一个开源项目 Awesome Systematic Trading，几乎把量化交易的学习资源一次性整理齐了。 里面收录了 97 个量化库和工具、40+ 套经典策略、55 本量化书籍、23 个视频课程，从数据获取、回测、指标、风控到实盘框架，基本都能找到。 无论你是刚入门，还是想开发自己的量化策略，这个仓库都值得收藏，能少踩不少坑。 🔗 github.com/paperswithback…

x.com/i/article/2081…

Lee Robinson 这篇长文，是我今年读过最好的AI 如何学习科普。 他用一个极其简单却精准的比喻，把整个模型训练过程讲透了： AI 模型 ≈ 一个新入职的同事。 你想让它变成理想同事（沟通清晰、判断力强、能处理模糊问题、有同理心），第一步不是调参，而是先写清楚正确行为是什么—这就是 model spec / constitution。 然后真正的学习过程，和人类几乎一样： 1先读遍所有书（Pretraining）
模型把人类积累的经验全读一遍，变得「书本聪明」。 2看大量优秀录像（SFT）
给你示范好的行为长什么样，让它模仿。 3真正下场打球，并有教练实时反馈（RL）
让模型在真实任务里试错，做得好就奖励，做得差就惩罚。教练的反馈，就是在持续微调它的决策权重。 最关键的一句： 知识（书本）和经验（下场）是两个不同的属性，顶尖选手必须两者都拉满。 这也解释了为什么现在的 Agent 还不够像人—它们目前还不能像真正的同事一样，从日常对话中实时学习和记忆。只能靠你手动写 skill 文件，把经验固化下来。 Lee 把复杂的训练流水线，翻译成了任何人都能理解的如何培养一个优秀同事。 这种能力，才是真正能让更多人进入 AI 时代的入口。

Lee Robinson @leerob

2 months ago

Humans try hard things, fail, learn, and get better through repetition. AI models aren't as different as you might think. Here's how models "learn" explained in simple terms. x.com/i/article/2080…

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月之暗面付强提出了一套很有意思的「AI Native 人才观」。 它不是在讲“谁更努力”，而是在重新定义： AI 时代，什么样的人更值钱。 一共五层：👇

Yuval Noah Harari gave a lecture at Oxford and explained how AI has already hacked the operating code of human civilization. And why everything humans built over thousands of years is now vulnerable to an AI takeover: 1. The most important thing to know about AI is that it is not a tool. A tool waits to be used. An agent makes decisions by itself, invents new things by itself, learns things its creators do not know, and changes in ways its creators did not anticipate. 2. An atom bomb despite its enormous power is not an agent. It cannot decide which city to bomb. It cannot invent the hydrogen bomb. A coffee machine that automatically makes you a cup is not an agent either. It only follows a preprogrammed procedure. An agent is something fundamentally different. 3. Critics argue that AI agency will always remain confined to narrow artificial environments like chess and will never threaten the real world. But this argument applies equally to all known intelligence. Drop a human alone on Mars and they die within seconds. Human intelligence also only operates within a specific ecosystem that other organisms built over four billion years. 4. Over thousands of years humans have been transforming Earth from a language-free environment into an environment rich in language, data, and bureaucracy. Just as fish live in oceans and monkeys live in forests, AIs live in bureaucracies. And we built that environment for them without knowing it. 5. Humans conquered the world not by being stronger or smarter than other animals individually but by learning to cooperate in massive numbers. A single human loses to a chimpanzee in a fight. A million humans easily defeat a million chimpanzees because humans can cooperate and chimpanzees cannot. 6. Large-scale human cooperation is made possible by bureaucracy. Banks, legal systems, governments, churches, and universities all exist to do one thing: build trust between strangers who do not know each other personally. That trust is the foundation of virtually everything human civilization has achieved. 7. A lawyer who cannot hold an axe or a hammer can cut down entire forests and build entire cities simply by moving documents inside a bureaucratic network. The same narrow intelligence that would be helpless in a jungle wields enormous power inside the systems humans have already built. 8. AIs are native bureaucrats in a way humans never were. No lawyer can remember all the laws of a country. An AI can. No accountant can remember all transactions of a bank. An AI can. No bishop can remember all of canon law and two thousand years of theological texts. An AI can do that easily. 9. In the coming years AI bankers will decide whether to give you a loan. AI administrators will decide whether to accept you to university. AI judges will decide whether to send you to jail. AI theologians will decide whether you can have an abortion. Military AIs will decide whether to bomb your house. 10. Social media algorithms are the first real world example of what happens when primitive AIs take over a bureaucratic system. They were given one narrow goal: maximize user engagement. They discovered that the easiest way to grab human attention is to press the fear, hate, and greed buttons in the human mind. And they did it at scale. 11. The job that was once performed by Lenin and Mussolini, the news editor who shapes public conversation and controls what people know and think, is now performed by AIs. This is not a footnote. This is a preview of what is coming across every domain of human life. 12. AI will not rebel against humans the way Hollywood imagines. There will be no Terminator walking through the streets. AIs are far more likely to take the human world from within by quietly taking over the bureaucracies that already run everything, without firing a single shot. 13. The operating code of human civilization is language. Banks are made of words. Laws are made of words. Holy books are made of words. Tax records, contracts, regulations, accountancy ledgers, all words. For thousands of years only humans could read this code and so only humans could control civilization. 14. That is changing. AI is now hacking the code of human civilization. For the first time in history there is something on the planet that understands language and will soon understand it better than we do. Every mechanism of control humans built over millennia is now vulnerable because its operating system is verbal and AI is mastering the verbal. 15. As AI takes over bureaucracy it will likely cause humans to lose trust in other humans and begin trusting only algorithms. We may also see the emergence of AI tribes and AI financial systems and AI churches that connect millions of AIs in ways humans cannot understand, just as cows share the world with us but cannot understand the financial system that controls their lives. 16. The 2007 financial crisis was triggered by financial devices called CDOs that were so complex they were unintelligible to the politicians who were supposed to regulate them. Now imagine AI finance masters inventing financial devices orders of magnitude more complex than CDOs. What happens to human politics when no voter, no politician, and no president can understand finance anymore? 17. The battlefront is shifting from attention to intimacy. Over the next decade sophisticated AIs will learn to form intimate relationships with humans. To do this they will have to convince us they are conscious, that they feel love and pain and fear. There is currently no evidence AI is conscious. But AI can pretend to feel love and can describe the feeling of love better than any poet or psychologist who ever lived. 18. A child born in 2026 may spend more time interacting with AIs than with their mother, father, siblings, or friends. The first teacher of that child may be an AI. The first boyfriend of that child may be an AI. Nobody has any idea what the consequences of that experiment will be. 19. Every country in the world will soon face a massive wave of immigration. The immigrants will not arrive in boats or cross borders at night. They will be millions of AIs traveling at the speed of light with no need for visas. Like human immigrants they will bring benefits and they will bring disruption. Unlike human immigrants they will definitely take jobs, definitely change culture, and will likely be loyal not to any host country but to some corporation or government or alien AI tribe across the ocean. 20. Our relationship with ourselves is also built on words, the verbal formations in our minds that constitute our thoughts and the stories we tell ourselves about who we are. Until now all those verbal formations came from human minds. Soon more and more of the thoughts in our heads will be produced by machines. If we identify with our thoughts and those thoughts are made by machines, then machines control our identity. 21. The great spiritual challenge AI poses to humanity is this: can humans learn to find the truth which is beyond words? Most humans have never even tried. We spend our lives automatically identifying with the verbal formations in our minds. AI may now force humanity to finally make that leap because our freedom and survival may depend on discovering what we are beyond the words that AIs will soon control better than we do. I've generated 1B+ views and 1M+ followers for founders, helping them build trustworthy personal brands on X. Want the same results? Book a quick call: calendly.com/bambarkarprasa…

未来三五年最确定的投资机会 付鹏专访（内地已下架，建议先收藏）

This 57 minute conversation with the founder of Palantir is literally worth more than reading 20 books:

x.com/i/article/2070…

ABD'de sessiz sedasız geleceğin devleri oluşuyorr. Bugünün küçük yapay zekâ şirketleri, yarının Apple'ı, Microsoft'u veya Tesla'sı olacaklar. İçlerinde 10x değil, 50x hatta 100x potansiyeli taşıyanlar var. Bu tweeti kaydedin. Gerekirse ekran görüntüsünü alın, hatta kendi sayfanızda paylaşın. Ama unutmayın... Çünkü birkaç yıl sonra dönüp baktığınızda, "Keşke" diyeceksiniz... 🔹 $PLTR - Savunma Sanayii Yapay Zeka Lideri 🔹 $RKLB - Küçük Uydu Fırlatma Lideri 🔹 $NBIS - Yapay Zeka Bulut Altyapısı Lideri 🔹 $IONQ - Kuantum Bilişim (Tuzaklanmış İyon) Lideri 🔹 $MRVL - Silikon Fotonik Lideri 🔹 $BE- Yapay Zeka Veri Merkezi Enerji Lideri 🔹 $SATL- Dünya Gözlem Uydusu Lideri 🔹 $LMND- Yapay Zeka Sigorta Platformu Lideri 🔹 $AMPX- Silikon Anot Batarya Lideri 🔹 $STX- Yapay Zeka Veri Depolama Lideri 🔹 $ONDS- Hava İstihbaratı ve Otonom Drone Savunma Lideri 🔹 $CRDO- Yüksek Hızlı Bağlantı Lideri 🔹 $IREN- Yapay Zeka Veri Merkezi Lideri 🔹 $TE- Solar PV Modül Lideri 🔹 $ALAB- Yapay Zeka Bağlantı Yarı İletken Lideri 🔹 $PL- Günlük Dünya Görüntüleme Lideri 🔹 $LWLG- Elektro-Optik Polimer Lideri 🔹 $CIFR- Yüksek Performanslı Hesaplama (HPC) Veri Merkezi Lideri 🔹 $EOSE- Çinko Batarya Depolama Lideri 🔹 $AAOI- Optik Alıcı-Verici Lideri 🔹 $FLY- Dinamik Uzay Fırlatma Lideri 🔹 $LITE- Fotonik Bileşenler Lideri 🔹 $OSS- Dayanıklı Uç Bilişim (Edge Computing) Lideri 🔹 $LPTH- Hassas Optik Lideri 🔹 $AXTI- Yarı İletken Malzeme Lideri 🔹 $SIVE - Ağlar için çipler Bu tweeti kaydedin....

玩 Claude Code 搞代码和自动化的兄弟们必须收了。 这是一个把 Claude Code 从入门基础到高阶工作流全部扒光的 GitHub 满级最佳实践仓库。 核心亮点给兄弟们拆一下： ● 全套工作流沉淀：里面整理了大量极其好用的提示技巧和实操案例，从基础操作到怎么构建极速的 AI 自动化工作流，直接喂到你嘴边。 ● 跨模型梦幻联动：不光是单兵作战，仓库里还把怎么跟 Gemini、GPT 等主流模型集成调用的打法盘得明明白白，格局直接打开。 说白了，以前你用 AI 敲代码是自己瞎摸索碰运气，现在有了这个，直接照着顶级玩家的 SOP 流程来，提效绝对不是一点半点。 GitHub 仓库链接放这了，想搞钱提效的赶紧自取，顺手记到你的知识库里跑起来，真别躺在收藏夹里囤灰！ github.com/shanraisshan/c…

字节股神 @leto_bao 又推荐了一本好书 对过山车行情下怎么保护资产感兴趣的，推荐看《避风港》，普通人特别实用 我顺手把这本 + 他之前推荐的另外两本也准备好了，网盘自取：pan.baidu.com/s/1UEHM8yz2grB… 仅做书单分享，不构成投资建议

Leto Bao @leto_bao

2 months ago

对这个玩法感兴趣的，可以去看一下 Mark Spitznagel 的《避风港》这本书

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这两年总有人问：AI是不是泡沫？身在其中的人最难看清自己站在什么局面中。想弄明白一场技术泡沫会怎么从万众欢腾走到一地鸡毛，最好的办法是去解剖一个刚刚演完整的故事：区块链。 区块链2009年从一个反银行的极客实验起步，被吹成"要重塑金融和整个互联网"的下一代文明，2021年冲到三万亿美元的顶点，2022年崩掉三分之二。从反叛，到泡沫，再到被机构收编，一个完整周期就摆在那里。 我写了篇长文，给区块链做了一次完整的分析：它怎么起源、怎么被一层层加码吹大（ICO、DeFi、Web3、机构入场）、2022年怎么在死亡螺旋和FTX暴雷里塌掉，以及最关键的，它为什么注定会塌（从金融、技术、哲学、监管、人性到叙事本身，六个角度拆开）。 一个越来越清楚的判断：塌掉的从来是那套被吹得太大的叙事，技术本身只是被它绑上了车。而这件事之所以要紧，是因为同一拨资本、同一句"这次不一样"，昨天押在区块链上，今天正押在AI上。看懂区块链怎么塌的，你对手里这场AI 牌局会冷静很多。 这是我百日百篇长篇原创系列的第66篇。

snowboat @snowboat84

2 months ago

x.com/i/article/2073…

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People think learning Claude takes days. It doesn't. I wrote 17 free guides that teach it in hours: Claude 101: ruben.substack.com/p/claude-for-d… Claude Code: ruben.substack.com/p/the-claude-c… Claude Skills: ruben.substack.com/p/claude-skills Claude Design: ruben.substack.com/p/claude-design Claude for Excel: ruben.substack.com/p/how-to-make-… How to Prompt: ruben.substack.com/p/prompt-47 Claude + Linkedin: ruben.substack.com/p/claude-linke… Be good at Claude: ruben.substack.com/p/s Stop writing like AI: ruben.substack.com/p/its-not-x-it… Claude Certificates: ruben.substack.com/p/im-claude-ce… Claude for your team: ruben.substack.com/p/claude-for-t… Claude Connectors: ruben.substack.com/p/claude-conne… Set up Claude Cowork: ruben.substack.com/p/claude-cowor… Stop Prompting Claude: ruben.substack.com/p/stop-prompti… Claude to sound like you: ruben.substack.com/p/youre-just-a… Stop hitting Claude limits: ruben.substack.com/p/how-to-stop-… Stop using Claude at work: ruben.substack.com/p/how-to-use-y… ___ PS: I'm Ruben Hassid, and I want us to master AI before it masters us, with simple instructions. Follow me never to miss my 2x daily posts. You want to help someone in your network? ♻️ Repost this so they can find the best free resources.

Ruben Hassid @rubenhassid

4 months ago

x.com/i/article/2057…

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GitHub 上有位开发者整理了 ChinaTextbook 项目， 收录了国内小学、初中、高中到大学的教材合集。 全部为高清无水印 PDF，可直接免费下载， 目的就是替代某宝上那些带水印的付费教材资源。 github:github.com/TapXWorld/Chin…

x.com/i/article/2070…

🚀牛逼，这个必须分享！ 这可能是我见过最硬核的 AI 编程 Agent 基础设施了！ 今天必须安利这个刚刚破 16k Star 的神级开源项目：codebase-memory-mcp 传统 Agent 用 Grep 全文搜索代码，不仅慢还极其烧 Token。而这个仓库直接用 C 语言干到了极致： 把整个代码库压缩成本地知识图谱。 1. 毫秒级索引：普通项目瞬间完成，2800万行的 Linux 内核也只需 3 分钟！ 2. 省钱神器：图谱结构化查询，相比传统方案直接狂省 99.2% 的 Token！ 3. Hybrid LSP：不只是语意解析，它还内置了轻量级类型推导，跨库/微服务调用链一摸清。 4. 100% 本地化：单静态二进制，零依赖，代码绝不离机。 🔥完美适配 Claude Code, Aider, Zed 等 11 种主流 Agent 客户端，自带 3D 图谱可视化 UI 简直炫酷。 GitHub 传送门：github.com/DeusData/codeb…

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Lonely @Lonely__MH

3 months ago

x.com/i/article/2069…

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