陈叶修
918 posts

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这个兄弟预测比特币下一步到30万。
我怎么看这个图表像随便画画的!
你觉得靠谱吗?
Vivek Sen@Vivek4real_
BITCOIN IS GOING TO $300,000 TIGHTEN YOUR SEATBELTS 🚀
中文
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The Machine That Cannot Know
Most of what people call “AI intelligence” is a grammatical parlour trick.
The system is fluent. It is often persuasive. It can sound like it “knows.” But it doesn’t. It produces syntax—tokens arranged into statistically likely sequences—without semantics—without understanding, reference, or accountability to reality.
That distinction isn’t philosophy-club trivia. It is now an institutional fault line.
The essay argues that large language models are the modern Chinese Room: fast, huge, and still empty of comprehension. They can generate legal memos, medical summaries, policy briefs, and “research” that looks correct. But they cannot verify truth, because they have no access to truth—only to patterns in training data. That is why “hallucinations” aren’t a bug; they’re a predictable outcome of a system that optimises plausible text, not grounded knowledge.
And that brings us straight to Hayek.
Hayek’s knowledge problem was never “we need more computing.” It was always: the relevant knowledge for coordination is dispersed, tacit, contextual, and often not articulable—knowledge of time and place, of lived practice, of embodied judgement. The essay connects this directly to what AI systems cannot do: they cannot acquire tacit knowledge, they struggle with edge cases and thin data, and they cannot generate the kind of abductive leaps humans use when the map is incomplete.
So the question is not: “Can AI write?” It can.
The question is: “Can AI know?” It cannot. Not in the way institutions require when decisions have consequences.
That’s the pivot: if AI-generated content floods the information environment, the real problem becomes provenance—traceability, integrity, auditability. Not prophecy. Not vibes. Not “trust the model.”
If you care about law, science, markets, governance, or journalism, you should care about this: a world of syntactically perfect text without semantic grounding is a world that demands verification infrastructure—systems that can show where claims came from and what process checked them.
Essay: “The Machine That Cannot Know: Why AI Will Never Solve the Knowledge Problem.”
open.substack.com/pub/singulargr…
English
陈叶修 retweetledi

这是什么意思呀?Vitalik不干啦?
Vitalik ( @VitalikButerin ) 几乎卖掉了钱包“0xfeb”中所有的 19,318 $ETH总价值 3870 万美元,价格为 2,004 美元,只剩下 8.6 $ETH 。
Onchain Lens@OnchainLens
Vitalik (@VitalikButerin) has almost sold all 19,318 $ETH for $38.7M at a price of $2,004 he has in the wallet "0xfeb," only left with 8.6 $ETH. Originally, he planned to sell 16,384 $ETH, but he’s likely to sell more. Address: 0xfeb016d0d14ac0fa6d69199608b0776d007203b2 Data @nansen_ai
中文


WARNING: What if Bitcoin wasn't just invented but ENGINEERED with a 17 year roadmap? What if every price movement was predicted? New mathematical decode of the protocol suggests exactly that. New Video:
youtu.be/oQra5ze82DI

YouTube

English

The peculiar tragedy of BTC is not that it failed to conquer the world, but that it abandoned the only weapon with which conquest is possible: utility. An asset that exists merely to be hoarded is not a revolution; it is a trinket. And trinkets, however feverishly admired in their season, are eventually relegated to drawers beside obsolete toys and forgotten enthusiasms.
Speculation is not a foundation. It is a mood. Moods shift. Prices flutter. Crowds chant and disperse. What remains, when the applause fades, is the question no one in the frenzy wishes to ask: what is it for?
If BTC is nothing more than an object of collective fixation—a digital heirloom to be admired and withheld—then it stands in the same category as every fashionable collectible that mistook temporary obsession for destiny. Markets can be entertained; they cannot be sustained on boredom. An instrument that does not do anything except appreciate in theory will, in practice, depreciate in interest. Human beings require purpose, not merely price.
The irony is severe. The only durable justification for BTC is use at scale—broad, relentless, transactional relevance. A system that processes commerce, settles obligations, and embeds itself into the daily mechanics of trade possesses an argument. A system that limits itself into fragility possesses only a slogan.
Narratives alone cannot compensate for contraction. One may proclaim digital gold, pristine collateral, immaculate scarcity—but scarcity without function is merely absence. To claim the future of finance, one must be capable of handling finance. To promise replacement, one must be structurally equipped for expansion. Grandeur of language cannot substitute for throughput.
The great error was to sacrifice capacity for mythology and then expect mythology to behave like infrastructure. Infrastructure demands scale. Scale demands engineering choices that privilege growth over aesthetic restraint. When scale is deliberately constrained, the claim to inevitability becomes theatre.
People do not remain enthralled by inert objects indefinitely. They require a story, yes—but a story anchored in observable power. They must see why it surpasses existing systems, how it renders them obsolete, and by what mechanism it absorbs their functions. Without that, the tale collapses into circular reasoning: it is valuable because it is valuable.
A monetary system—if one dares to use the term—must earn its permanence through relentless utility. Without transactional dominance, without practical superiority, without the capacity to carry the weight of global commerce, it is not a challenger to finance. It is a collectible with aspirations.
And collectibles, however fervently defended, eventually meet the indifference of time.
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Poor thing. The modern attention span expires somewhere between a headline and a paragraph, and anything longer than a slogan is dismissed as machinery.
If reading feels like labour, that is not an indictment of prose. It is an admission.
No algorithm is required when one has spent years studying language formally. A Master of Fine Arts in Creative Writing tends to leave a mark. Structure, cadence, controlled rhetoric—these are learned skills, not prompts.
Concise is useful when the thought is small. When the subject is structural failure in a financial system, compression for the sake of impatience is not virtue; it is vandalism.
If the piece was too long, that is fine. Not every room is built for every ceiling height.
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