Cyber-e/acc 🚀 @nfa_trader
📈Bull market blows bubbles,📉Bear market squeezes bubbles. San Franciso, CA Joined March 2019-
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Cyber-e/acc 🚀 retweeted
高盛最近发了2025 AI产业研报《Powering the AI Era》，非常有参考价值。我给大家提炼总结一下，可以分为19点： 1. AI是基础设施革命：AI是继铁路、电气化、互联网后的重大技术拐点，其发展依赖资本与基础设施支撑，而不仅仅是代码与模型。 2. 天价成本结构：一座250MW…
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Cyber-e/acc 🚀 retweeted
如果把人类整体看作一个巨人, 那么, 能源革命造就了强大的肌肉系统. 通讯革命造就了灵敏的神经系统. 金融革命造就了充沛的循环系统. 而 AI, 则重铸了巨人的中枢神经系统. 随之而来的, 将是 AI 专属的肌肉, 神经和循环系统. ==== Gemini 2.5 Pro:…
如果把人类整体看作一个巨人, 那么, 能源革命造就了强大的肌肉系统. 通讯革命造就了灵敏的神经系统. 金融革命造就了充沛的循环系统. 而 AI, 则重铸了巨人的中枢神经系统. 随之而来的, 将是 AI 专属的肌肉, 神经和循环系统. ==== Gemini 2.5 Pro:…
Cyber-e/acc 🚀 retweeted
宇宙中达到7级的神级文明有多可怕？
Cyber-e/acc 🚀 retweeted
黃董又 diss ASIC：三大理由註定做不大 1️⃣ ASIC 公司天花板有限 •我早期在 LSI Logic 就參與過 ASIC 的發明。LSI 現在已消失（被博通收購了） •ASIC 在小市場還能靠代工生存，可以抽走 高達 50%~60% 毛利。 •但一旦市場變大，就會走向 COT（Customer-Owned Tooling，自有工具設計）。…
NVIDIA 算力 TESLA 物理世界AI GOOGLE 数字世界AI ROBINHOOD 赌场 CIRCLE 货币
Cyber-e/acc 🚀 retweeted
昨天和朋友聊到：这世界数字化 智能化 脱实向虚势不可挡 建议要跑步进入！以后现实（物理）世界的服务 都是有钱人玩的 没钱就买数字的 。。 十年内 职业与社会将有结构性变化 可能会带来动荡！但要相信我们能解决这些问题 渡过后会是全新的世界🌎 要乐观！做正确的投资决策需要乐观☀️
Cyber-e/acc 🚀 retweeted
选好投资标的 赚钱都是自动的⏩ 把时间都花在学习和分享上 用好资本杠杆与网络效应✨
Cyber-e/acc 🚀 retweeted
My explanation is that the legacy economy is being sunset in favor of the Internet economy.
My explanation is that the legacy economy is being sunset in favor of the Internet economy. https://t.co/DTVsMwInvW
Cyber-e/acc 🚀 retweeted
推荐阅读/最近看见，AI支付大幕开局就是Google、Coinbase与Stripe的三体博弈。 Google联合六十多家机构发布开源的智能体支付协议（AP2），几乎在同时，支付巨头Stripe携手OpenAI等伙伴宣布将构建自己的支付L1区块链“Tempo”。这些技术发布共同揭开了一个新时代的序幕。 为即将到来的“代理经济”（Agent…
Cyber-e/acc 🚀 retweeted
@indigo11 在这个世界，钱会流向最不缺钱的一群人，技术会流向最不缺技术的一群公司 一切科技革命都会在各个维度上拉大不平等，因为下限/传统行业的变化是不大的，而上限在科技加持下一直在变高 科技扩散到了传统行业会慢慢带动效率提升，这也是为什么涨幅上 QQQ > S&P500 >> GDP增长
Cyber-e/acc 🚀 retweeted
Elon Musk on the #1 attribute to cultivate if you want to be successful Elon is asked for the #1 attribute he’d recommend future officers at West Point cultivate to be successful. He responds: “Curiosity. Try to read as much as possible. Learn as much as possible in many…
Cyber-e/acc 🚀 retweeted
Big Tech is pouring hundreds of billions into AI -- possibly the biggest single year commitment the world has ever seen. Find out what capex is saying right now about the so-called AI bubble including a new buy plan for the largest beneficiary $NVDA. io-fund.com/ai-stocks/upda…
Cyber-e/acc 🚀 retweeted
读了前几天Google发表的Agent经济的论文，大概总结： 1. AI Agent组成的经济体正在形成，且规模会非常大 。 2. 如果放任不管，Agent经济体和会现实世界直接打通。这很危险，因为第一，AI世界如果金融“闪崩”可能会连带拖垮现实的经济，…
Cyber-e/acc 🚀 retweeted
1.0 手工时代：技能稀缺 2.0 工业时代：资本稀缺 3.0 信息时代：注意力稀缺 4.0 互联网时代：执行力稀缺 5.0 AI时代：心力稀缺
Cyber-e/acc 🚀 retweeted
Google DeepMind just dropped a paper on Virtual Agent Economies 👀 We are living in amazing, crazy times. A new economic layer is quietly coming online, a 'sandbox economy' where autonomous AI agents trade, negotiate, and build value with little to no human intervention.…
Cyber-e/acc 🚀 retweeted
Sleep is the world’s best will power drug. Will power enables you to be what you want to become.
Cyber-e/acc 🚀 retweeted
美国 Top 0.1% 的富人共拥有 22.3T 美元的财富，股票、私人公司与另类资产（包括 Crypto）在个人财富构成的占比超过 90%；底部 50% 的大众只拥有 9.9T 美元的财富，房产在个人财富占比快 50%，股票和另类资产不到 30%。 不清楚中国的这个数据，但截至 2024 年底的数据，中国房产总计约 74.6…
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