Charlie Fang

先有华为后有天🫡

美国政府人还怪好的，硬把全球开发者往中国开源模型推。 然后正好昨天Kimi发K2.7 code，智谱今天发GLM-5.2，算是稳稳迎接一波A社溢出用户了。

A note on the SPCX pre-IPO (IPOP) contract: TradeXYZ IPOP contracts are price-based perpetual contracts that track the market-implied expected price of one share of Class A or common stock. Neither share count nor market cap are an input to the market specification, oracle methodology, or conversion treatment. Our documentation had previously featured educational examples showing how a user might derive their own fair price in a scenario where they started with a view on both market cap and share count. Although these examples were included for context, we received feedback that they caused confusion, so we have removed them from the documentation. TradeXYZ does not use, publish, or rely on a share-count or market-cap denominator for SPCX or any other XYZ market. When SpaceX completes their IPO and sufficient external market data becomes available, SPCX is expected to transition to standard external oracle pricing, and the contract is expected to converge toward the public trading price.

周三CPI大概率继续低于预期，因为AI基建投资基本不产生通胀，而美加墨世界杯的短期通胀效应还没开始😂

去年度保养车，师傅说，你这车两年还不到两万公里啊，有点浪费啊，电车不开贬值也快，开起来也花不了多少钱…… 我说：开车也要花时间啊。我都花那么多钱买车了，还要再花那么多时间开车吗？

说实话，买spaceX还不如买特斯拉。感觉今年特斯拉就会溢价卖给spaceX

I do see a lot of comments about "harvesting the leeks". And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds. I think my only Chinese listed pick was Innolight last year, and that's up triple digits to ATH? All my ideas come from a Western perspective (eg. institutional research from JP Morgan / Goldman Sachs I synthesize) and what US hyperscalers like $GOOGL or $MSFT require. And I do consider about geopolitical tensions + game theory all the time, such as with $AXTI. I think a foreigner's perspective brings a different kind of alpha here, and I'm excited to share how this plays out. Regardless, I'm excited to see how adventures in Chinese equities go! (also, I'm just 1 person posting thoughts throughout the day. there's a lot of conspiracy theories going around saying I'm some Chinese institution. and yes, English is my primary language, i typo sometimes since I post 20+ a day on mobile mostly).

“我在田里雇了一名工程师，它叫 Codex。” 这是AI时代最浪漫且硬核的田野叙事！ 最近，这位北海道农民富安弘的故事在全网刷屏。一个毫无背景的前公务员，独自跑到北海道，靠着 ChatGPT 和 Codex，实现了一人管理100公顷农场的硬核神话。 大公司在搞价值千万的智慧农业，而富安弘毅在用几美金的 API 搞平替版赛博农场。来看看他的一键DIY清单： 温室自动通风系统。用 Codex 写代码连接传感器，太热就自动开窗卷帘，甚至能通过 LINE 软件远程发指令。 卫星天眼监控。把卫星数据叠加到农田地图，坐在家里吹着空调，就能一目了然哪块地的西兰花长得不好。 物理外挂。拍一张复杂的配电盘照片直接丢给 AI。 很多人焦虑 AI 会抢走工作，是因为他们把自己定位成了执行者。 但富安弘毅把 AI 当成了24小时不拿薪水的全栈工程师。他没有被技术取代，反而用技术给自己的体力赋能，拿回了对这 1500 亩土地的绝对掌控权。 在这个人人都在卷大模型参数、卷算力、卷 PPT 的时代，这位北海道大叔坐在拖拉机上，用实际行动告诉我们，技术的终点，是脚下踏实的土地。

告诉大家一个小秘密，某家骗子机器人公司之所以不再投入大量科研经费，是因为机器人算法想要 scale 需要的数采和训练非常昂贵，他们已经很清楚自己没有希望做出机器人届的GPT（他们已经把各种 VLA 、world model 加 RL试遍了，没有用） 于是他们选择造大号变形金刚玩具来骗骗傻子

事情逐渐离谱了 腾讯也要发300亿美金债券 市场猜测可能是囤现金进行ai竞赛