Random(重生版) @random_wzy
Joined January 2025-
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相比之下TSM的服务太到位了…我记得之前有个tsmc前高管podcast就说台积电对客户太好了…压榨自己员工飞起
相比之下TSM的服务太到位了…我记得之前有个tsmc前高管podcast就说台积电对客户太好了…压榨自己员工飞起
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接受不了close ai现况的员工应该都走了吧……
？？？？
拿了nvda这么久的表示，近两年nv每次暴跌都是买入机会，这次会不会不一样呢？
拿了nvda这么久的表示，近两年nv每次暴跌都是买入机会，这次会不会不一样呢？
Random(重生版) retweeted
昨天写的thread忘记发了，论deepseek对资本市场的影响。TL；DR 就是AI Capex不会减少，利好整个生态，开源相对于闭源的胜利。四个输家是MSFT/ORCL/AMD/OAI, 也可能暂时的。
我看了下我的旧账号，还订阅了一年的x premium，呵呵，一万多日元的订阅费也不给我退
我看了下我的旧账号，还订阅了一年的x premium，呵呵，一万多日元的订阅费也不给我退
这一条听着超可怕，但是我压住雷声大雨点小，最后很可能是tsm上层服软，跑白宫承诺加大美国投资，然后关税政策会有好多年窗口期。 逻辑是：你现在加关税也不会让产业链一夜搬到美国，因此会导致美国ai基建成本大幅提高，和目前川普的ai基建战略相反。 这次的发言只是谈判的筹码。
这一条听着超可怕，但是我压住雷声大雨点小，最后很可能是tsm上层服软，跑白宫承诺加大美国投资，然后关税政策会有好多年窗口期。 逻辑是：你现在加关税也不会让产业链一夜搬到美国，因此会导致美国ai基建成本大幅提高，和目前川普的ai基建战略相反。 这次的发言只是谈判的筹码。
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