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17 atoms · 跨 12 天 · 首见 2026-04-15 · 最近 2026-06-26

三色: 🟦 fact 1 · 🟥 take 16 · stance ▲5/▼3/◆5

来源: X 17

时态: fresh:13 · aging:4

标签: 好观点:12 · 好思考:2 · 好数字:2 · 好问题:1

叙事 (narrative) (13)

• 2026-05-18 · 论述创造性破坏是经济增长的必要条件
  you cannot have economic growth without creative destruction. tenure of companies in the S&P 500 drops over time… taken to conclusion means faster economic growth means faster demise of current winners in favor of new ones
  tags: 好思考 · → daily
• 2026-06-08 · 认为有些人陷于矛盾立场
  on the one hand claiming it doesn’t work and on the other that it’s unsafe
  tags: 好观点 · → daily
• 2026-06-04 · legal liability cover required to raise capital to produce in bulk
  the tech is widely available but the legal liability cover that is required to raise capital to produce in bulk and make it a business is not.
  tags: 好观点 · → daily
• 2026-06-01 · 评论对象的状态
  The dude is living in 2030 literally
  tags: 好观点 · → daily
• 2026-05-27 · 观点：科技公司现金充裕但缺乏投资方向
  It’s going to turn out the real problem with the economy was that those with money (tech companies) had nothing to spend it on
  tags: 好观点 · → daily
• 2026-05-27 · 观点：AGI 是科技公司的宗教使命，所有资金将投入
  AGI is a religious calling for tech. All of it will be spent now
  tags: 好观点 · → daily
• 2026-05-22 · 提问哪些人类在AI到来前被赋权并将在AI到来后被剥夺权利
  Which of the following humans are empowered before AI arrives, and will be disempowered by AI
  tags: 好问题 · → daily
• 2026-05-21 · 认为 Meta 交易让估值获得验证
  The Meta deal gives the valuation the validation.
  tags: 好观点 · → daily
• 2026-05-16 · 断言Ken Griffin的工作将在2031年前消失
  Ken Griffin still hasn't internalized that even his job will be gone by 2031.
  tags: 好观点 · → daily
  value: date=2031
• 2026-04-30 [老化中] · 称赞工作
  great work on this by the way
  tags: 好观点 · → daily
• 2026-04-15 [老化中] · learned that launching a hardware product may take 10+ cycles of prototyping
  One thing I learned is that launching a hardware produce may take 10+ cycles of prototyping
  tags: 好观点 · → daily
  value: qty=10+
• 2026-04-15 [老化中] · 描述NVIDIA为最乐观的AI领导者
  by far the most optimistic AI leader
  tags: 好观点 · → daily
• 2026-04-15 [老化中] · said Jensen is upset about ceding the Chinese chip market
  Jensen is upset that we ceded the Chinese chip market.
  tags: 好观点 · → daily

预测 (forecast) (2)

• 2026-05-21 · 认为其他投资者会以该估值承销
  So now other investors are willing to underwrite at that value.
  tags: 好思考 · → daily
• 2026-06-08 · 模型对白领工作的判断
  The models are smart enough for most white collar work, but still take specialists to set them up with the tools and access they need. That will definitely change within the next year.
  tags: 好观点 · → daily
  value: date=next year

事实 (fact) (2)

• 2026-06-26 · 折扣率
  They get a 90% discount on their own tokens.
  tags: 好数字 · → daily
  value: qty=90%
• 2026-05-26 · token_consumption_daily
  I had a 10 million token day yesterday.
  tags: 好数字 · → daily
  value: qty=10 million · date=2026-05-25

时间轴 (近 20)

• 2026-06-26 · fact · 折扣率 · → daily
• 2026-06-08 · forecast · 模型对白领工作的判断 · → daily
• 2026-06-08 · narrative · 认为有些人陷于矛盾立场 · → daily
• 2026-06-04 · narrative · legal liability cover required to raise capital to produce i · → daily
• 2026-06-01 · narrative · 评论对象的状态 · → daily
• 2026-05-27 · narrative · 观点：科技公司现金充裕但缺乏投资方向 · → daily
• 2026-05-27 · narrative · 观点：AGI 是科技公司的宗教使命，所有资金将投入 · → daily
• 2026-05-26 · fact · token_consumption_daily · → daily
• 2026-05-22 · narrative · 提问哪些人类在AI到来前被赋权并将在AI到来后被剥夺权利 · → daily
• 2026-05-21 · narrative · 认为 Meta 交易让估值获得验证 · → daily
• 2026-05-21 · forecast · 认为其他投资者会以该估值承销 · → daily
• 2026-05-18 · narrative · 论述创造性破坏是经济增长的必要条件 · → daily
• 2026-05-16 · narrative · 断言Ken Griffin的工作将在2031年前消失 · → daily
• 2026-04-30 · narrative · 称赞工作 · → daily
• 2026-04-15 · narrative · learned that launching a hardware product may take 10+ cycle · → daily
• 2026-04-15 · narrative · 描述NVIDIA为最乐观的AI领导者 · → daily
• 2026-04-15 · narrative · said Jensen is upset about ceding the Chinese chip market · → daily

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