aka老童

还我荷尔蒙 开到这片景色前，我忽然发现了美国的荷尔蒙。曼哈顿和国会山那种美国太老登了。 我推开车门，想象自己从马背上下来。没有理由。就是停了。 地是冷的。风从西边来。太阳刚刚升起。 路边有一排石头。 不知道是谁放的，也不知道放了多少年。每一块都有一个人蹲下来那么大。排得不整齐，却又像故意砸在那个位置上。 光打在它们的立面上。就那一面，亮得出奇。 光是斜着来的。几乎贴着地面走。像有人拿着刀，从荒原上慢慢割过去。 我在那里站了一会儿。 这片地不打听你的过去。它只盯着你的眼睛问一句：你还敢走多远？ 篷车走过。矿工走过。逃犯走过。做梦的人也走过。 后来的人把这片地拍成电影，装进可乐瓶，印在旅游手册上。但荒原不在乎。它见过太多人试图拥有它，最后，都是荒原送走了他们。 这排石头也是。不知道谁放的，不知道为什么。也许有人以为，自己留下了什么印记。 光移开之后，那些立面很快暗了下去。然后什么都没有了。 只有石头，还暴露在那里—— 赤身裸体。 #大西部 #亚利桑那

A big pivot from Ken Griffin on AI: “Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago. And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days. These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society. When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.” This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

以前有个北京朋友明明住朝阳公园边上，非要跟我们说自己住国贸附近。 朝阳公园那一片，据说豪宅扎堆，是明星和企业家窝点。但不知道这位朋友为什么要蹭国贸标签，或者他住的并不是真正的朝阳公园。 刚刚还有人评论说潘家园是北京著名穷人区，我只知道是古玩市场。十里河、双井、潘家园紧挨着，离国贸也就十分钟车程，这些地方的酒店我都论月住过。是不是住潘家园也能说自己住国贸那边？ 🤣，所以国贸到底是富人区还是穷人区？ 我们外地人不懂北京街道鄙视链这套密码，有没有内行人来解密一下？

这次英伟达老板黄仁勋，没有跟随特朗普 直接跑到胡同去吃方砖厂炸酱面了 该炸酱面荣获多年的米其林推荐

Kate Moss, Johnny Depp, and Iggy Pop together in London, 1996.