Halioak

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Halioak

Halioak

@Halioak

California, USA Katılım Kasım 2014
436 Takip Edilen1.1K Takipçiler
usakes
usakes@usakes_zhang·
@Halioak 我现金早打完了
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Halioak@Halioak·
过去几周把百分之50的现金仓位打出去了lol
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Halioak@Halioak·
@TheGregYang Wait until T&T comes to save Asians in the bay area
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Greg Yang
Greg Yang@TheGregYang·
99 Ranch seafood / meat quality is pretty suspect I bought a catfish, a tilapia, and a crab, all live, killed at the counter --- so as fresh as can be I came home and steamed them all 3 were quite inflammatory, way more than anything I get from whole foods also tried some hotpot meat from their freezer -- very inflammatory I'm guessing it's the way these animals were farmed and fed in any case I'm staying away from 99 Ranch now
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Halioak retweetledi
Tesla Europe, Middle East & Africa
Together with RDW, we have officially completed the final vehicle testing phase for Full Self-Driving (Supervised) and have submitted all documentation required for the UN R-171 approval + Article 39 exemptions. The RDW team is now reviewing the documentation and test results package internally. They have communicated the expected approval for Netherlands date of 4/10, shifting from 3/20 previously and we look forward to successful completion of this cooperation.  Following the Netherlands’ approval, European countries will be able to recognize this approval nationally. We are anticipating a possible EU-wide approval during the summer. Over the past 18 months, this approval has involved a series of intense documentation, development, testing, research & audits. Including but certainly not limited to: – 1,600,000+ km of FSD (Supervised) testing on EU roads – 13,000+ customer sales ride-alongs – 4,500+ track test scenario executions – Thousands of pages of written documentation for 400+ compliance requirements – Dozens of research studies into safety performance/results We're extremely proud of the work conducted with the RDW team up until this point. We very much look forward to the approval in April, and sharing FSD (Supervised) with our patient EU customers!
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Halioak
Halioak@Halioak·
Shake shack的配餐取餐以及app流程程度都是灾难级别的。没见过更差的了
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TSLA99T
TSLA99T@Tsla99T·
我们这一届法学院hybrid JD项目正常学制是三年半,我准备慢点四年毕业,今天一个韩国同学和我说他准备两年半毕业,明年二月就考Bar,后来另外一个韩国人说也是这个计划。我不禁感叹,韩国人才是东亚卷王!
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TSLA99T
TSLA99T@Tsla99T·
@weichunchen 对,basis是比较特别的私校,喜欢刷题超前学习,还要学拉丁语
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TSLA99T
TSLA99T@Tsla99T·
太巧合了,昨晚我的老同学告诉我也把他们家娃从私立转公立了,原因就是AI。一方面,不想让孩子卷通过AI就能唾手可得的知识到深夜。另一方面想把钱省下来用于投资
TSLA99T tweet media
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Halioak
Halioak@Halioak·
@Tsla99T 11点也太可怕了,以及拉丁语这是为了上流社会么?
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TSLA99T
TSLA99T@Tsla99T·
@Halioak 我能理解我同学的逻辑:把私校学费省下来在宇宙中心置业,孩子开心不用写作业到十一点,不需要要学拉丁语,每周可以游泳六次 上次他们几个小学生来达拉斯参加机器人比赛,要在飞机上做学业,我还是有些震惊的
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Halioak@Halioak·
@hollyjefftai @Tsla99T 知识未来本身是不值钱的,但哪一个环境能让孩子认识更好的peer哪一个环境就是好环境,公立私立都可以,好的peer好的习惯好的思想碰撞更重要
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Hollytai.ai
Hollytai.ai@hollyjefftai·
@Halioak @Tsla99T 确实。。私立紧跟ai的速度很快。。公立反而一般,需要家长拨精力来推进。
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Halioak
Halioak@Halioak·
@YingShirleyMeng @Tesla W/HW3 it works ok but not the best. Wait until they make a distilled small model for it.
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Ying Shirley Meng
Ying Shirley Meng@YingShirleyMeng·
Repost this today as it is the first day my son drove to school by himself - I do feel grateful for @Tesla because the next generation can access safer and better personal mobility!
Ying Shirley Meng@YingShirleyMeng

From his first toy car @Tesla (2015) to his first car driving experience with EV (today). #Electrification is unstoppable and more growth of EV will be all over the world . Humanity always moves towards more efficient technologies - glad our young man's first car is ⚡!

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Jack
Jack@JackWan10695055·
@Halioak 4月量产怎么回事
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Halioak
Halioak@Halioak·
特斯拉风格从来不是保守低调一鸣惊人,一直都是overpromise delayed delivery. 如果没有扩张fleet没有开城没有拿掉安全员没有推14.3,只有一个原因就是还是一坨屎。一次无人交付,一辆geofence的无人车,一个teleoperated机器人就是为了秀。不过delayed delivery 也是delivery ,和现在是垃圾不冲突
Messier 87@XiaoZha62335239

我也是一个老TSLA投资者了,最早买入TSLA的时候是我看到FSD v12 端到端跑出来了,Elon发邮件让所有sales必须让客户体验FSD的时候,那个时候股价177。之后除了Elon和Trump撕破脸的时候从未卖出过。但我现在感觉到TSLA的重大危机,跟各位拆开了讲一下 1. 伊朗战争一旦打成泥潭,联储降息预期减弱,甚至出现滞涨交易,TSLA这种forwar PE高到爆炸,市梦率高的标的被压缩估值最狠,这不是高油价下多卖几辆车能抵消的。具体传导机制找grok问下即可 2. Robotaxi实际扩张停滞。各位看下面的图,蓝色是Bay Area fleet规模,黄色是Austin的规模,绿色是无安全员的真正的robotaxi的规模(被目击到8辆,其实只有1辆)。蓝色还在增长是因为湾区法规更严,特斯拉在湾区的fleet安全员是坐在驾驶座上的(这根本不叫robotaxi,就是自己FSD开车载个人罢了)。Austin的robotaxi无论是无安全员还是安全员坐副驾驶,fleet数量都完全停滞。如果无监督自动驾驶在软件层面已经就绪,在cybercab(没有方向盘)大规模量产之前不进行充分测试是不可理喻的,我非常倾向于事实上还没有ready。现在市场就是在赌,Elon敢于量产cybercab说明他非常有信心,肯定是马上就要做好了。但是万一没有呢... 万一那最后0.0000001%进度卡住了呢?一旦cybercab量产后,还没有robotaxi重大进展的消息,这个信心一旦翻转... 3. Elon自己的信心也在减弱,我是做程序自己去monitor Elon发的TSLA贴的自信度的。Elon在进入2026年以后对robotaxi的乐观程度其实是大幅度下降的,他不再像2025年底一样经常自信发布具体的时间线,而是转而强调无监督FSD的难度和革命性意义。和超远期tesla的前景和估值。在我看来这是信心下降的表现 4. Elon急于给XAI融资,推动SpaceX上市,甚至到了要交易所和指数公司修改指数规则的地步。预期今年6月SpaceX ipo,他一定会不惜一切手段去pump SpaceX的股价。如果这个时候TSLA长期投资者对TSLA的信心减弱(他们还是信Elon的)转向SpaceX造成资金轮动... 我建议TSLA的投资者密切关注 robotaxi的进展,这是一切布局的阵眼,一旦cybercab量产后仍无有效进展... 这是tracker网站,你们自己收好 robotaxitracker.com

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王局志安
王局志安@wangzhian8848·
乌克兰万万没想到,自己成为伊朗战争的牺牲品。美国宣布取消对俄罗斯的石油制裁。
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Halioak
Halioak@Halioak·
@Tsla99T 不止,一天两顿饭加上周四happy hour加起来一周也10小时了
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TSLA99T
TSLA99T@Tsla99T·
每周工作十个小时,这个数字非常靠谱
Tech Layoff Tracker@TechLayoffLover

Meta just confirmed a 20 percent company wide headcount cut but insiders are screaming the real story is way uglier than the efficiency memo. Direct word from multiple sources deep in the org. The announced 20 percent is only the near-term floor. A senior manager told me it's the starter number. Top leadership is already modeling two to three times that long term. They dug into developer activity logs after rolling out heavy AI tools across engineering. What they found floored them. Hours worked have plummeted for a huge chunk of the org. Many seniors now clocking under 10 hours of real productive time per week because the tools are handling so much grunt work so fast. One staff engineer said leadership pulled dashboards showing commit rates holding steady or climbing while logged hours tanked. Same output. Way less human sweat. The math was brutal. If AI is letting one person do the work of three with half the time input why pay for three. They have been quietly running knowledge extraction sprints for months. Senior engineers screens recorded 24 7. Every prompt logged. Debugging flows captured in brutal detail. Entire decision trees filmed under the banner of process documentation for continuity. One engineer described being forced to whiteboard his whole system design playbook. Trade offs. Failure modes. Scaling hacks. All while cameras rolled. They called it knowledge transfer to support the transition. The transition is agents and remaining skeleton crew armed with those exact recordings prompt libraries and heavy Claude+Gemini access. Replacements are already shipping changes 40 percent faster using the precise workflows they ripped from the outgoing engineers. They are not slashing for cost alone. They are turning 15 plus years of Meta engineering DNA into structured training data. Every document your process request is not teamwork. It is feeding the beast that replaces you. The strategic AI pivot line they are feeding the press is cover. They are replacing the entire engineering organism with agents trained on their own seniors captured minds. CTO level playbook is already locked. Extract. Document. Automate. Repeat at two to three times scale. If you are still at Meta and someone pings you to please record a quick walkthrough of your workflow for the team run. Do not document. Do not hand over the keys. The knowledge extraction is complete. If you are inside watching more engineers get gutted because AI made their 40 hour week look like 10 hours of value, DMs are wide open.

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