ChampMan
966 posts


@DriveGreen80167 Yes, we thirst for a battery technology breakthrough more than just a range extension.
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@mikepat711 Those car coming from the back at least 20+mph over the legal speed
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FSD V14.3.1 camps the left lane and gets passed on the right by multiple vehicles.
So weird to me that despite how intelligent the car is during so many scenarios, it has so much trouble with this very simple thing. I still feel like 14.1 was the best highway iteration ever. 14.3.1 seems overall worse than 14.2.2.5 so far.
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@JiaweiShen2568 又在忽悠人 試了DeepSeek 4 pro 還不如gpt 4, 還夠膽說頂級模型 跟它搏鬥了6小時寫出屎一坨 我等Claude 回血了掉給它 半小時就產出了 還把ds出的垃圾全改了 Token也省不了
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@Premgofficial @Mediyansr Please keep disgusted with it, so we still can have cheap delicious food! 🙏
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@Mediyansr If you are disgusted just looking at it, then who will eat it?
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My Claude and Codex plans are exhausted and I see people all talking about DeepSeek v4 is the same as Claude and it is cheap. So I try it on two side projects. Well, it is overstated, it is only ChatGPT 4.0 level, maybe lower. But it is cheap, so you can use your time and effort to help them training the model with you data all night! 😂
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OpenAI 和 Anthropic 今年下半年就要上市了,目前市场两种看法
第一种,估值太贵,AI 泡沫已经很高了。
另一种,这是未来ai时代重要的投资机会之一,不能踏空。
我现在真正困惑的是:
目前我认为未来三年每个月都会付费使用ChatGPT或者Claude Code,它已经进入我的日常我每天都会打开、每个月都会续费的东西,那我到底应该怎么衡量它的合理市值?多少钱算泡沫?多少钱算合理?多少钱又是值得大资金长期买入的锚点?
我想找到openai和Anthropic比较好的位置买入进去,当我还在持续高频使用它,我愿意持有股票;当我自己都不再使用它,或者它的不可替代性明显下降时,再考虑卖出。
我2012 年第一次用 iPhone 4 的时候
当时我只觉得苹果手机系统好用,但我没有意识到,未来十几年我会一代又一代地更新苹果手机,也没有形成把这种消费习惯转化成投资逻辑的能力,当时也没钱没路子投资苹果股票。
后来为了打游戏,我买过英伟达的卡,也只是觉得体验更好,没有意识到 GPU 会成为未来 AI 时代的核心基础设施。
经历过美股好公司长期上涨的逻辑以后,现在手里也有资金,不想错过 AI 这种解放生产力的大机会,我又害怕自己买在情绪最热估值最高的泡沫顶点。
这是目前我和大多数人都有的想法,我们应该如何去判断啊?
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Not being able to read signs is becoming dangerous - especially if 14.3 actually can read signs.
"Traffic from left doesn't stop"
FSD treats like a 4 way stop.
500 voice notes here.
Most critical safety disengagement I've ever had and I apologize to the person I freaked out.
@Tesla_AI

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@B_doong2daddy No, I have a certain holding called ‘Always trust Elon’ and never sell.
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@scotsrule08 The only thing need to concern is the battery replace cost coming down every year?
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@Teslarati Because every training data from human do the same thing
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@mrkylefield Ok…I have to admit there are people who can’t handle multi task.
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@cheukmanfung "i know you just had to takeover from FSD and are driving manually. Please look away from the road at the screen and select an option before you can see the map again." LoL
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@mrkylefield This is the former, visible and clear, just one click and done. The previous voice feedback is wrong, more effort for Tesla to do the labelling.
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@cheukmanfung There's a right way to ask for feedback and a wrong way.
This is the latter.
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