ContextBaron

@Chengzilhy 有趣，已關

以前我在国内平台没火。 但最近，是 𝕏 让我第一次感觉到： 原来真的很多人还是喜欢我做的视频创作。 我真的很开心🥰。 开心的不是播放量， 而是自己的作品被看见了，被国内外这么多人喜欢 后面我也会继续分享制作流程。 能公开的，我都会讲。 但有些正在用于自己商业项目的核心手法， 我会暂时保留。 我一直坚持一点：不割韭菜，不做教学付费。 自己也是在积累和成长的过程。 关于合作：如果你自己本身就是在小红书、抖音、TikTok、INS媒体有 IP有出镜 我很愿意一起尝试用 AI 赋能你的个人内容。 我觉得这也是我接下来该走的一条路。 我本身是女装主理人， 有 5 家门店，还经营着一家火锅店。 做 AI 创作的目的，希望赋能自己的生意。 最后说一句： 有些评论不是我不回， 是 𝕏 有时候会折叠不提醒。 之前很多朋友评论我是一条一条帖子去翻。 如果你评论了我没回，可以直接私信我。 私信我会随时关注第一时间看， 像这位兄弟的消息，我也是今天才发现。 继续创作，继续分享。 谢谢大家。

Databricks 最近 ship 很多 features 呢！真的一步步改善成用戶需要的數據湖倉

@qianshuixia2026 同感！

又买了新的域名，继续上站。 AI时代，想法重要，但是执行力更重要💪💪

@48Kchunbai 加個推

有道理啊，又给我灵感了，我要抓紧时间整理一波1000粉丝以下的蓝v互动率极高的博主列表，只要你跟他加了关注你就能出现在他的时间线里的那种

@ErhKOhqiVP9402 Congrats!

4个小时没有打开X，感觉与世隔绝了，很多朋友给我留言了，在回复的时候突然发现粉丝量已经突破了1000！ 没想到这么快，从500到1000居然只花了4天，确实超出了我的预期 特别感谢每一位愿意关注我的朋友，下一个目标2000！

@dotey 雖然不是最強 IDE / Agentic tool, 但就其名氣和立桿見影的功效，對老馬來說，以不是錢的錢來買下等同空手套白狼。

SpaceX 今天宣布，以 600 亿美元全股票交易收购 AI 代码编辑器 Cursor 的母公司 Anysphere。这是 SpaceX 上市仅数天后的第一笔大型收购。 这笔交易不算意外。4 月份 SpaceX 就拿到了选择权，二选一：花 100 亿美元买合作关系，或花 600 亿美元直接收购。过去几个月，SpaceXAI 团队一直在用 xAI 的超算 Colossus 和 Cursor 联合训练模型，预计近期同时上线 Cursor 和 Grok Build。 Cursor 2022 年成立，年化收入已达 26 亿美元，此前估值 293 亿美元，这次溢价一倍。对 SpaceX 而言，600 亿的股票只稀释了 IPO 估值的 3.4%。消息公布后 SpaceX 股价涨了约 16%，市值一度超过亚马逊和微软，升至美国第四。 收购的逻辑：AI 编程工具赛道目前是 Anthropic（Claude Code）和 OpenAI（Codex）两强格局，SpaceXAI 的 Grok 在开发者工具上几乎没有存在感。买 Cursor 是最快的入场方式。 交易预计第三季度完成。合同附了分手费条款：如果告吹，SpaceX 要付给 Cursor 15 亿美元现金加 85 亿美元算力资源。

@aleabitoreddit always be optimistic

Just some random thoughts, I do think AI is the most disruptive technology in human history. To the level of agricultural or industrial revolution. Since Anthropic, OpenAi, XAI, and others are racing to build superintelligence. The amount of economic impact can't be measured if AI helps find cures for cancer or accelerates discovery for Quantum Computing. Or if AI end up displacing the workforce, which increases profitability for companies. The US Gov has every incentive to keep the buildout going too, as the implications from Warfare, Cybersecurity, is also immeasurable if China takes the lead. So there's likely to be incentives and subsidies to win, even if there's not enough profit derived LLM training/inference. As for sustainability, when you look upstream, $GOOGL is able to fund it majorly with their own cashflow, same with $AMZN, $MSFT. More lukewarm on $META. Very iffy about $ORCL. But I do see some bubbles forming around debt interest like $CRWV. Maybe circular valuations that's happening with OpenAI backlog agreements or $NVDA / $AMD agreements with Neoclouds to buy their GPUs. But as seen with $MSFT and having OpenAI be a major part of the backlog, it did correct off the information, so "bubbles" like that do pop despite the overall markets increasing. Definitely don't see a bubble in upstream semiconductors from $LITE to Sk Hynix though since the amount of profit they get from the buildout would likely be insane to make up for capex decreasing. OpenAI was actually my biggest fear from contagion, eg. $CRWV, $CBRS and others, but they just raised a lot. So think it will be fine for another 1 1/2 years of capex, especially if they IPO this year. I also don't think we'll get massive Fed tightening despite "predictions" since this will trigger a contagion since many of these players rely heavily on debt. And although the Fed is independent, don't think Trump would have supported someone who is against his administration goals. As for semiconductor valuations going up every day like $AMD or $MU, there's probably going to be some corrections here and there. Everything going up together is kinda unhealthy. Can't time the capex peak but just from $AVGO and other projections, it just keeps accelerating exponentially into 2028. Especially as everyone is starting to sign multi year agreements as well. OpenAI contagion / hyperscaler capex decreasing / fed tightening was what I'm looking out for, and no blaring signs of any of those yet. So I think the music will keep playing for this year at the bare minimum.

@wolfyxbt @elonmusk lol fun idea

嗨 @elonmusk ，你的钱已经足够买下整个比特币，而且比特币在未来几个月内还会继续下跌，我建议你在比特币 35000 的时候收购比特币，并将其作为跨行星之间的中立结算资产，这是目前地球上最合适的资产选择。

@wang_xiaoshen 開心互關🔥

我再说一遍 #蓝v互关 不会被限流，也不会影响账号质量 放心大胆的和我互关

@caicai1953 已關！🔥

没事干，那就继续蓝V互关吧 蓝V互关第二十八期。 第二十七期的都已经回关喽，没有回关的评论区艾特我一下，我都会回关～ 真诚找互关好友啦！关注必回，秒关不鸽～ #蓝V互关

@bei49128171 回關！

无法理解那些置顶互关却不回关的蓝V 难道觉得是自己别post内容吸引到的关注嘛😂 准备冲到200蓝v关注就停下做内容了 兰尼斯特，有关必回！不做互关了我会删帖哈 #蓝V互关

不知道 Gemma 4 12B 能否推得動呢？

@mountain_mal Thats amazing. The idea open up many possibility of sports monitoring/tracking!

everyone's upset that fable 5 is gone, but can i remind you that opus 4.8 just one-shotted this: an AI badminton scorekeeper point a phone at the court → it follows the shuttlecock, keeps score, and tells you how hard you're whacking it get back to building friends

很值得一看有關 CLAUDE.md 的文章。同樣邏輯可用在不同工具的 AGENTS.md 等系統架構文檔 👍 #md #agents #agentos

非常實戰向 👍

@Lonely__MH hermes 可接 grok 👍

🚀如果你拥有： 1. Hermes Agent 2. Claude Code & Codex & Gemini 3. Obsidian + QMD + SQLite 记忆系统 4. Tailscale Mesh 组网 5. Agentic Loops 6. Agentic Workflows 7. Cron Jobs + Kanban Board 8. SuperGrok 9. X Premium / Premium+ 恭喜你🥳 你拥有了一个从信息抓取、代码编写、记忆沉淀，到全网自动化引流，并实现完美闭环的 OPC ！ 别人还在卷 Vibe Coding 的玩具项目，你已经超越了 99.99% 的人。🤯

@williamlab 笑死

特斯拉股东看SpaceX股东的感觉：

@cb_doge Make it rocket!

SpaceX just broke $200 for the first time in after-hours trading.

@wesbos for users that actually another free tool for non-important tasks😂

xiaomi - the Chinese company that makes phones, rice cookers and electric vehicles - has forked OpenCode

@Lonely__MH 👍 等你 review。可以連 hermes 吧？

🥳SuperGrok ，我的新黑奴！ 🥳SuperGrok ，我的新黑奴！ 🥳SuperGrok ，我的新黑奴！