labs

8 atoms · 跨 4 天 · 首见 2026-05-02 · 最近 2026-06-30

三色: 🟦 fact 1 · 🟥 take 7 · stance ▲3/▼1/◆3

来源: X 8

时态: fresh:7 · aging:1

标签: 好观点:7 · 好思考:2 · 好问题:1

叙事 (narrative) (4)

• 2026-06-26 · 市场情绪
  people are desperate for a reason to be bearish on the labs… i think because they’re afraid of what it means if they continue to scale as they are. people want them to fail because it would provide a return to normalcy and that’s comfortable. but that old world is dead and gone
  tags: 好观点·好思考 · → daily
• 2026-06-30 · mostly abandon RL on dota and other games once gpt models took off
  Didn’t labs mostly abandon RL on dota and other games once gpt models took off?
  tags: 好问题 · → daily
• 2026-06-04 · haven't had to optimize for customer demand yet
  the labs themselves haven't had to do this optimization yet given customer demand.
  tags: 好观点 · → daily
• 2026-05-02 [老化中] · will own all areas of b2b argument
  argument that labs will own all areas of b2b hard to believe
  tags: 好观点 · → daily

预测 (forecast) (4)

• 2026-06-26 · 增长预期
  it’s not going to slow the growth of the labs
  tags: 好观点·好思考 · → daily
• 2026-06-04 · will figure out agent task distribution across models to reduce cost
  I also think the labs will figure out how to let agent distribute tasks across different models to bring the cost down.
  tags: 好观点 · → daily
• 2026-06-04 · shift will happen at some point in the curve
  but at some point in the curve that will shift
  tags: 好观点 · → daily
• 2026-05-02 · focus on specific customer acquisition funnel areas
  they focus on specific areas that makes sense for their individual customer acquisition funnel
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-30 · narrative · mostly abandon RL on dota and other games once gpt models to · → daily
• 2026-06-26 · narrative · 市场情绪 · → daily
• 2026-06-26 · forecast · 增长预期 · → daily
• 2026-06-04 · forecast · will figure out agent task distribution across models to red · → daily
• 2026-06-04 · narrative · haven't had to optimize for customer demand yet · → daily
• 2026-06-04 · forecast · shift will happen at some point in the curve · → daily
• 2026-05-02 · narrative · will own all areas of b2b argument · → daily
• 2026-05-02 · forecast · focus on specific customer acquisition funnel areas · → daily

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