compute

18 atoms · 跨 15 天 · 首见 2026-04-25 · 最近 2026-07-02

三色: 🟦 fact 1 · 🟥 take 17 · stance ▲8/▼4/◆2

来源: X 18

时态: fresh:15 · aging:3

标签: 好观点:13 · 好思考:6

叙事 (narrative) (15)

• 2026-06-29 · supply
  He’s reallllyyy long the idea that compute will be short for a while
  tags: 好观点·好思考 · → daily
  value: direction=short · date=a while
• 2026-07-01 · is not scarce
  It appears compute is not all that scarce if one of the biggest AI names is starting to sell it
  tags: 好观点 · → daily
• 2026-07-01 · universality
  Computation is completely universal: It can be done in a vacuum tube, transistor, or even by a polarized photon within a quantum computer.
  tags: 好思考 · → daily
• 2026-06-22 · is scarce as market central premise
  The market’s central premise has been that compute is scarce
  tags: 好观点 · → daily
• 2026-06-17 · computing leads to energy demand
  All compute leads to energy.
  tags: 好思考 · → daily
• 2026-06-11 · 路由编排等软件层在模型层之上
  Routing, orchestration, software all sit *above* compute, at the model layer. They change the nature of the token but the token is the output, not the commodity. The commodity is the FLOP-hour (or GPU-hour or some other standard unit of measurement yet to be decided) underneath.
  tags: 好思考 · → daily
• 2026-06-05 · may be the rate limiting factor for smarter models finding improvements
  compute may be the rate limiting factor
  tags: 好思考 · → daily
• 2026-04-25 [老化中] · 是主要差异化因素
  compute is the primary differentiator
  tags: 好观点 · → daily
• 2026-07-02 · can be transmuted into intelligence
  Compute can now be transmuted into intelligence, and objectively intelligence is one of the most powerful and dangerous forces in the world
  tags: 好观点 · → daily
• 2026-06-30 · 商品化属性判断
  It’s almost as if compute were a commodity
  tags: 好观点 · → daily
• 2026-06-11 · 不可替代性并不阻止商品化
  lack of fungibility does not block commoditization; that is basis risk and the commodities markets have dealt with it for decades in dozens of markets.
  tags: 好观点 · → daily
• 2026-06-04 · 变得更贵
  This is the result of compute getting more expensive.
  tags: 好观点 · → daily
  value: direction=up
• 2026-06-02 · utilization
  It scares me knowing how underutilized compute is
  tags: 好观点 · → daily
  value: qty=underutilized · direction=low
• 2026-05-06 [老化中] · constrained
  Everything is compute constrained.
  tags: 好观点 · → daily
• 2026-05-06 [老化中] · compute is the new oil field
  Feels like compute is the new oil field. Whoever controls supply sets the pace now.
  tags: 好观点 · → daily

预测 (forecast) (3)

• 2026-05-16 · abundance increase
  though it might change as compute becomes more abundant
  tags: 好思考 · → daily
  value: direction=up
• 2026-05-20 · return on compute will be new economy focus
  Return on compute is going to be the focus of the new economy
  tags: 好观点 · → daily
• 2026-05-14 · utilisation viability
  All viable compute will be used.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-07-02 · narrative · can be transmuted into intelligence · → daily
• 2026-07-01 · narrative · is not scarce · → daily
• 2026-07-01 · narrative · universality · → daily
• 2026-06-30 · narrative · 商品化属性判断 · → daily
• 2026-06-29 · narrative · supply · → daily
• 2026-06-22 · narrative · is scarce as market central premise · → daily
• 2026-06-17 · narrative · computing leads to energy demand · → daily
• 2026-06-11 · narrative · 不可替代性并不阻止商品化 · → daily
• 2026-06-11 · narrative · 路由编排等软件层在模型层之上 · → daily
• 2026-06-05 · narrative · may be the rate limiting factor for smarter models finding i · → daily
• 2026-06-04 · narrative · 变得更贵 · → daily
• 2026-06-02 · narrative · utilization · → daily
• 2026-05-20 · forecast · return on compute will be new economy focus · → daily
• 2026-05-16 · forecast · abundance increase · → daily
• 2026-05-14 · forecast · utilisation viability · → daily
• 2026-05-06 · narrative · constrained · → daily
• 2026-05-06 · narrative · compute is the new oil field · → daily
• 2026-04-25 · narrative · 是主要差异化因素 · → daily

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