Compute

7 atoms · 跨 3 天 · 首见 2026-05-06 · 最近 2026-06-19

三色: 🟦 fact 1 · 🟥 take 6 · stance ▲3/▼2/◆1

来源: X 7

时态: fresh:5 · aging:2

标签: 好观点:5 · 好思考:3

叙事 (narrative) (5)

• 2026-05-06 [老化中] · is the only real moat
  What most don’t get is that Compute is the only real moat
  tags: 好观点·好思考 · → daily
• 2026-06-19 · trading like a commodity
  Compute is starting to trade like a commodity.
  tags: 好观点 · → daily
• 2026-05-18 · 是自动化研究与软件+所有技术范式中实现最终形态的关键因素
  Compute is the difference maker in automating research, and thus software + all technical paradigms, into its final form / shape
  tags: 好观点 · → daily
• 2026-05-18 · 在寻找正确范式/解决方案的二阶、三阶、四阶等效应中会指数级复合，最终促成AGI/ASI
  The 2nd, 3rd, 4th order & so on of finding the right set of paradigms / solutions will compound exponentially to what we will call AGI/ASI
  tags: 好观点 · → daily
• 2026-05-06 [老化中] · Hard to overbuild
  It’s actually really hard to overbuild compute.
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-05-06 · If demand doesn’t grow, bottlenecks clear
  If demand doesn’t grow according to expectations then that would basically cause every bottleneck to clear at the same time
  tags: 好思考 · → daily

事实 (fact) (1)

• 2026-05-06 · Requires GPUs, power, substations, colo, cooling, operators
  You need GPUs, power, substations, colo, cooling, and operators.
  tags: 好思考 · → daily

时间轴 (近 20)

• 2026-06-19 · narrative · trading like a commodity · → daily
• 2026-05-18 · narrative · 是自动化研究与软件+所有技术范式中实现最终形态的关键因素 · → daily
• 2026-05-18 · narrative · 在寻找正确范式/解决方案的二阶、三阶、四阶等效应中会指数级复合，最终促成AGI/ASI · → daily
• 2026-05-06 · narrative · Hard to overbuild · → daily
• 2026-05-06 · fact · Requires GPUs, power, substations, colo, cooling, operators · → daily
• 2026-05-06 · forecast · If demand doesn’t grow, bottlenecks clear · → daily
• 2026-05-06 · narrative · is the only real moat · → daily

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