闵祖涛 Zutao @taoshenga19
终身学习者,个人投资者,AI 自动驾驶从业者,阅读,写作,运动,智慧,健康,财富。 | 微信公众号:闵祖涛 | 微博:闵祖涛Zutao mirror.xyz/0x3e948E16e89f… CN Joined October 2021-
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每一项技术的发展,都是更快,更强,更智能。从速度的角度看,你不能快速的把大量黄金从一个城市快速的搬移到另外一个城市,需要花费一定的费用和几周的时间。…
苹果,google 也是有价值的非商品网络。全世界都把苹果,google,亚马逊股票作为价值存储,纳斯达克指数也变成了价值存储。 但是历史上通用电气,标准石油,通用汽车也曾经是这个世界上最重要的价值网络,他们对人类的改变一点不亚于google,苹果和facebook。…
几千年来,黄金就是最佳的储存货币价值的商品,黄金难于生产,坚硬,耐用,无毒等适合做储备的特点。黄金坚不可摧,极度稳定,是稳定的物质。黄金的劣势是: 1. 他每年新增2%-3%,一百年后就会损失90%总价值。 2. 他有交易对手风险,他可能会被没收,可能会被暴力侵占。 3.…
商品生意非常难做,如果你想建一个商品工厂,比如说生产汽油,你需要投入几十亿美元。1加仑汽油可能卖5美元,其中的沉没成本(可变利润率)是1.5美元,因为你已经投入了几十亿美元。当价格低于盈利成本时,你任然会继续经营,因为你有沉没成本,你需要产生现金流。在大宗商品行业,几乎每一个生产商都…
如果我们把这1亿美元换成黄金,放在美国的摩根大通的金库里。矿工每年多开采出2%的黄金,黄金的半衰期是35年,35年后他的价值只剩下一半,100年后只剩下八分之一。如果美国不会发生战争,摩根大通没有腐败倒闭,100年后我能拿回来12%的价值。…
人类靠引导能量来实现繁荣。我们掌握了火,引导了化学能。我们掌握弹射武器时,引导动能。我们掌握水时,引导重力势能。当我们在河上筑一个大坝,我们可以把重力转化成能量。对水和火的掌握就是对重力势能和化学能的掌握,后来我们掌握了热能,发明了蒸汽机,在现代我们掌握了电能和原子能。…
范式转移和技术的扩散有两大特点: 1. 我们很难弄清创新扩散的S曲线何时开始,但是一旦开始,我们就很难阻止创新技术的扩散,这时来投资就会变得简单。 2. 技术在成功之前都是失败的,但经过多年的积累会突然间成功。在1900年所有的专家和个人都不会想到2年后的1902年莱特兄弟会驾驶飞机飞向天空。
大量的产品和服务在互联网和软件中非物质化,崩塌到一个低能量的状态。当他崩塌到低能量状态时,大量的能量以利润,现金流和价格实惠的形式释放出来。…
1. 在所有的战争中,死于自然原因的人数要远多于死于敌人子弹的人数,在人类几万年的历史中头号危险一直是:大自然会杀了你。在古代大自然的威胁要比敌人威胁大的多。冬天的地中海会有风暴,在很长的一段历史中人类都不能在冬天的地中海中航行。 2.…
生物界竞争极其残酷,人类从石器时代混乱且残酷的生物间战争中活了下来,有一些关键的技术帮忙了人类,技术的一切的起源来自引导和使用能量。…
1. 足够先进的科技与魔法无异,tesla end2end 自动驾驶2024年会震撼大家一整年。 2. AI吞噬软件:特斯拉从ADAS到FSD的发展是AI含量从10%到AI含量100%,基于Rule软件代码逐步被AI取代的过程。 3. 范式转移级的自动驾驶技术实现一定使用范式转移级的技术方案来解决,Tesla 在V12 end2end…
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101 Followers 233 Following大饼没有,大饼终将to da moon!
如果我们把这1亿美元换成黄金,放在美国的摩根大通的金库里。矿工每年多开采出2%的黄金,黄金的半衰期是35年,35年后他的价值只剩下一半,100年后只剩下八分之一。如果美国不会发生战争,摩根大通没有腐败倒闭,100年后我能拿回来12%的价值。…
闪电网络是经过多年验证最安全的btc原生扩展网络,我们致力于将 #Ordinals , #ordx #runes 等资产接入闪电网络进行安全经济快捷的交易和转移。 @taoshenga19
BTC的多层解读 从金融的角度,BTC可以成为M0,政府/机构/链上协议可以以此为基础发行M1,M2。 从技术层面,可与在当前的一层拓展二层,包括智能合约和聚合应用。 从使用层面,除了电脑网页版以外,还有多种手机版,目前主要在支付。 BTC已经成为坚实的货币基石,“BTC大厦”将拔地而起。
其实和动物做个比方就知道了: - 蝙蝠主要靠雷达,但是蝙蝠是瞎子 - 蛇主要靠气味,是近视眼,而且导航不够精准 - 哺乳动物主要靠眼睛,次要靠嗅觉(远程定位) 很少有既有眼睛(摄像头),又有雷达的。 更没有随身携带毫米级高清地图的习惯。 为什么大自然如此进化? 当然是因为省钱省力好用啊😂
robotaix 最近几年一直有公司在运营,代表就是百度的萝卜快跑,在上海安亭一小块区域运营,实际体验效果很好。国外的就是waymo,体验也很好。 这两家运营的robotaix有两个大的问题: 1) 为了安全冗余硬件成本非常高,运营的车辆只有100辆左右。…
目前为止,闪电⚡网络是BTC生态二层的话最优解!
很多人认为比特币转账成本高,确认速度慢,这是不理解可以构建在比特币上的多层网络解决问题。 比特币主网具有世界上最高的资产网络安全性,基于主网的底层安全可以构建多层应用网络,二层,三层,四层都是可以的,闪电网络就是构建在比特币主网上的二层网络。…
比特币挖矿企业形成一个网络,这些企业分散在全世界各地,有些是私人企业,有些是上市公司。所有这些公司都是比特币网络安全的一部分,他们投入了人力,设备,资金,能源,还有时间。这些大量投入的企业需要雇佣律师跟政府打交道,需要雇佣营销人员来推广比特币,花费大量时间跟比特币投资者交谈,跟资…
@taoshenga19 人类计算机历史短短的几十年证明了一件事,那就是密钥会被摩尔定律击败 今天看来牢不可破的密钥,在二十年后的机器性能面前可能不堪一击 而比特币的密钥,是没有办法升级的
随着世界变得越来越不确定,#BTC 的风险越来越小|比特币减半14天,来干了这碗鸡汤 距比特币「减半」已剩余不足2000个区块,减半在即,我照旧来给大家喂下几碗营养丰富的鸡汤,来坚定一下大家伙儿的信仰: ⚡️以下内容来自:顾衡节选: 1️⃣比特币是资产还是货币…