killuamonkey

3K posts

killuamonkey

killuamonkey

@killuamonkey1

Katılım Temmuz 2020
274 Takip Edilen83 Takipçiler
killuamonkey
killuamonkey@killuamonkey1·
@erchenlu1 日本日常饮食其实相对低糖低油,就算甜点也不是走欧美那种齁甜路线的。而且的确相对吃的少
中文
0
0
0
86
卢尔辰
卢尔辰@erchenlu1·
很挑战我认知的一件事。 日本🇯🇵人蔬菜,水果吃的少,时不时还喜欢吃油炸物,比如炸猪排,炸鸡块,而且平均睡眠时长世界最短。 平时去健身房运动的人也不多。 但人均寿命居然在全世界位居前几名。
中文
382
25
625
303.2K
WquGuru🦀
WquGuru🦀@wquguru·
DeepSeek V4完美证明了创造来源于幻觉,相比GPT5.5、Opus4.7,DeepSeek V4 Pro在写代码任务中幻觉明显更多,但写文章读起来却更加天马行空、满满的真实人类表达感。 昨晚随手让它写了一篇散文。那段落一句接一句,情绪转折自然得像老朋友深夜聊天,细节里藏着意想不到的画面,却又不刻意。完全不像其他模型那种四平八稳的教科书味。 代码上它确实爱乱来,变量命名有时莫名其妙,调试得头疼。可能正因为这些多余的幻觉,文章才有了灵魂。人类写东西也挺类似,脑子一热反而能写出最打动人的句子。 以后写东西大概率先找DeepSeek V4 Pro了,舒服。
中文
116
38
696
145.4K
killuamonkey
killuamonkey@killuamonkey1·
@ChopperLin89 @0xLogicrw 我倒不认为这是个技术上的novelty,但是在解决问题的思路上是挺有意义的。传统上有很多问题已经固定要用ML模型来解,那就需要搭infra,做data pipeline,做eval做serving,而且一般认为模型比rule based的强。而这里的思路就是靠LLM写rule based大力出奇迹比ml模型效果可能更好。
中文
0
0
0
9
ChopperLin89
ChopperLin89@ChopperLin89·
@killuamonkey1 @0xLogicrw 我的意思这就是让agent在本地进行自主探索呗,我们现在用它做代码开发不就是这样的,有什么novelty,一定要包装个Heuristic Learning对标Gradient Learning……我只能说AI圈太行了
中文
1
0
0
17
思维怪怪
思维怪怪@0xLogicrw·
OpenAI 后训练核心成员翁家翌之前证明了「纯靠大模型写代码能通关 Atari 游戏」,流体动力学博士生 Paul Garnier 现在把这套方法搬进了更硬核的流体力学控制。 他全程没训练任何神经网络。单纯让 Codex 5.5 充当程序员,靠读取仿真的测试得分与诊断日志,自己查错并反复改写 Python 脚本。在这场工业脚本测试中,Codex 5.5 压过了 Claude Opus 4.7 与 Gemini 3 Pro,硬是在超半数的物理场景里把顶级的强化学习(DRL)基线挑落马下。 给汽车减阻、安抚管道湍流,工业界以前只能靠砸算力,硬喂出一个看不懂的黑盒模型去控制气流阀门。 Codex 避开了这条死胡同。它写出来的规则极其直白,例如「当局部曲率过大时,延迟喷气」。几十行带着物理常识的短代码,直接替代了神经网络无脑的暴力试错。 把黑盒换成代码,干掉了神经网络僵化、一碰就碎的死穴。 以前只要硬件稍微改动(比如控制喷嘴从 5 个换成 10 个),旧模型当场报废,必须重新烧钱训练。现在只要在代码里改个常数,系统瞬间就能对接新设备。 当测试时间被强行拉长四倍时,走出经验区的传统 DRL 模型全盘崩溃;但大模型写的代码由于直接遵循了物理逻辑,始终运转稳定。跑通这一整套控制策略,大模型只消耗了 2125 万 Token,总花费不到 14 美元。
pg@pg_dons

1/5 TLDR; We used Codex to discover and maintain heuristic learning for hard fluid dynamics control cases. I’ve been applying DRL and GNN to physics since 2019,, and over the past 3 months I’ve been toying with the idea of using agents in our processes. Inspired by the blog post from @Trinkle23897, I decided to use the same strategy and have agents find readable control strategies. This means a lot to our field, where interpretability can be key for industry.

中文
10
55
327
86.6K
killuamonkey
killuamonkey@killuamonkey1·
@PandaTalk8 多agent没什么意义,其实整个开发流程就三个loop比较重要,从初始需求到开发计划,这个是必须跟用户clarify的部分;其次是TDD写出来以后一直改到测试全跑通;再然后是QA自动测出来的问题必须全fix。这三个loop能稳定执行,结果大差不差,跑不起来这玩意就没啥用。
中文
0
0
5
1.1K
Mr Panda
Mr Panda@PandaTalk8·
agent 团队? 别搞笑了。 最近又开始有很多人搞 agent 团队, 就是给ai 设定各种角色来组成ai agent 团队。 比如 有AI Agent 的产品经理、 AI Agent 前端工程师、 AI Agent 的后端工程师 等等, 然后他们相互协作去完成一项团队级别的任务。 实际上我曾经也做过试验,我认为没有啥用。 AI/LLM 想要用的好, 最重要的上下文约束做的好 。 现在我们人为把他们分开, 各有个的上下文,协作不可能顺利。 那么最好办法是什么 ? 我认为把任务背景、目标、约束、关键上下文结构化的输入AI/LLM , 这才是真正的有效的事情。 真正重要的是:你能不能把一个复杂任务,压缩成 LLM 可以理解、推理、执行和验证的结构化上下文。
中文
44
16
182
54.3K
Warren
Warren@WarrenLau_·
我是真无聊啊,突发奇想,把用了快 3 年的显示器灯带改造了下。 现在已经集成到 Codex , 主要有三种效果: 1、AI 思考中,变成蓝色呼吸灯 (本来是多种颜色,但是太乱了,改成单一颜色,舒服多了) 2、需要人工审核,变成粉色灯光,提示需要审核处理。 3、完成后,变成黄色暖光,长时间不刺眼,更舒服。 以后再也不需要盯着电脑了,语音输入内容后,按回车,就可以离开电脑,愉快的玩其他的去,以后看灯光提示。
中文
126
68
874
165.3K
killuamonkey
killuamonkey@killuamonkey1·
@yu90930025 @servasyy_ai 这跟优化是不矛盾的啊,他的意思是当你靠堆算力就可以实现巨大的能力飞跃,这个模型达到AGI就是早晚的事,deepseek只是再次证明了这一点而且证明这事还能更便宜罢了
中文
0
0
0
13
Moonlight
Moonlight@yu90930025·
@servasyy_ai deepseek完全证明了第一个是事实上错误的,存在比堆算力的更优解;第二个谁说谁有理咯…对开源社区开发者杀鸡取卵就是dario的正路?
中文
1
0
3
827
huangserva
huangserva@servasyy_ai·
Dario Amodei 第一次完整讲了他为什么离开 OpenAI。 两个信念。 一,Scaling Law——2019 年做 GPT-2 时他就看见了:模型够大、数据够多、算力够足,性能会跃升到吓人。那时候公司内外几乎没人信。 二,做对的决心——如果这些模型迟早会逼近人脑,就必须把它做对。OpenAI 嘴上一直在说"要走正路",但他说,"我不相信他们真的有那种认真而坚定的决心。" 于是他走了,做了 Anthropic。
中文
35
20
153
146.7K
killuamonkey
killuamonkey@killuamonkey1·
@berryxia 小扎才是至今一个成功的新东西都没搞出来的代表吧,他们的眼镜目前也是小打小闹,跟Apple watch比都还是个零头。不过苹果在AI助手上的确是落后比较多,这个挺可惜的
中文
0
0
0
64
Berryxia.AI
Berryxia.AI@berryxia·
你肯定刷到这个采访博客,你以为小扎只是说苹果没有创新? 那就大错特错了… Zuckerberg 在播客上当着Joe Rogan的面直接宣判:苹果自iPhone之后20年几乎没有真正创新,他们只是坐在乔布斯留下的东西吃老本罢了! Mark Zuckerberg说苹果的衰落已经开始了 他们没再发明什么伟大的东西 每一代iPhone提升越来越小,用户升级周期越来越长。 他们做了AirPods这种酷玩意儿,但同时把所有第三方想连接iPhone的东西全部卡死 Zuck最后扔下一句最狠的:因为他们创新停滞得太彻底最终会被别人干掉 这段话一出全网炸锅浏览量瞬间破450万 故事其实藏着硅谷两大巨头长达十年的恩怨 2021年苹果推出App Tracking Transparency(ATT)直接让Meta广告收入暴跌100多亿美元 Vision Pro又正面硬刚Quest iMessage生态锁死消息霸权 Zuck这次不是单纯diss而是带着数据和预判来的 他指出iPhone销量年增长已经停滞每一代升级带来的惊喜越来越少用户宁愿多用两年也不想换 AirPods确实开创品类但苹果把蓝牙生态、配件生态、开发者生态全部用专利和封闭API焊死别人根本别想真正接入 这不是创新这是护城河 而Zuck自己虽然也背着Metaverse烧钱80亿的锅但他至少在推开放眼镜、AI、开源Llama这些东西试图打破封闭 苹果这边呢M系列芯片确实狠但那已经是几年前的事了 Vision Pro卖不动Siri还是落后AI跟不上时代 整个公司越来越像一个靠服务和生态收租的成熟帝国而不是当年那个改变世界的叛逆者 当创新变成迭代当用户习惯了“够用就好”当第三方被彻底卡住脖子。 用户何去何从呢? 看最新iPhone宣传你会突然意识到它和2010年的广告比起来有多“安全” Big Tech两大巨头一个在吃老本收租。 一个在赌未来,虽然都有自己的坑。 但Zuck这次把苹果最不想让人看见的所谓真相说出来了, 那么问题来了,它的Meta元宇宙几百亿美金的坑呢? Apple 还是世界级万亿美元市值公司,Meta 现在还是好好搞搞自己的生意吧。
dank@cptdankkk

Mark Zuckerberg says Apple's lack of innovation since the iPhone will lead to its decline "They haven't really invented anything great in a while. Steve Jobs invented the iPhone, and now they're kind of sitting on it 20 years later" "Year over year, I'm not even sure they're selling more iPhones at this point. Part of it is that each generation doesn't actually get that much better, so people are taking longer to upgrade" "They built stuff like AirPods, which are cool, but they've thoroughly hamstrung the ability for anyone else to build something that can connect to the iPhone" "I'm pretty optimistic that because they've been so off their game in terms of not really releasing many innovative things... eventually they'll get beat by someone"

中文
11
0
5
2.9K
Walker
Walker@duckbill3001·
@__Inty__ 你家族手上沾的血迹能洗干净吗?
中文
1
0
4
815
Inty News
Inty News@__Inty__·
伊朗流亡反对派人物、前王储礼萨·巴列维称,曾有一名议员对他说,伊朗人“还没准备好民主”。他的回应是:伊朗人不只是准备好了,已经有4万人为此献出生命,他不会让这些牺牲白费。 巴列维说,不管欧洲是否站在他们一边,不管记者是否尽责、政客是否有勇气行动,他都会为自己的人民和国家继续抗争;即使只能独自推进,也会战斗到伊朗自由。
中文
17
19
285
55K
killuamonkey
killuamonkey@killuamonkey1·
@lidangzzz 强+静态类型太重要了,越是能在编译阶段报错的语言越适合AI coding
中文
0
0
4
760
lidang 立党 (劝人卖房/学CS/买SP500/纳100/OpenAI/Anthrop第一人)
必须科普一个事情。 早期AI Agent框架用python的唯一原因,就是因为2023年那阵子,探索AI Agent的人都是LLM training出身的,基本上都是写了好几年pytorch的那群人。 这群人探索探索LLM inference反复吃了吐,写个output parser,python就是最顺手的语言,所以早年AI Agent就直接拿python写了。 这不代表任何“Python适合写AI Agent”的理由和证据,因为早年没有SWE Agent的时候,所有代码只能靠github copilot自动补全或者纯手写,你只能用自己最熟悉的语言。 Python仅仅是因为这个群体在2023年那个时间点最顺手,仅此而已。 后面AI Agent逐渐作为standalone,从LLM几乎完整剥离出来,彻底推翻Python这个动态类型还没有JIT的屎山,成为一个独立的产品, 那么人们再去选择更适合写、适合部署、适合分发、最重要的是强+静态类型+async简单友好+一大堆库+天然JIT runtime的typescript+nodejs/bun,也是大势所趋。
中文
63
32
419
153.9K
killuamonkey
killuamonkey@killuamonkey1·
@qdfxymc1 @7warroom 中共面对日本也没打过什么胜仗,只在敌后小打小闹的玩意,如果中共不怕日本早就上前线了
中文
0
0
4
397
qdfxymc
qdfxymc@qdfxymc1·
@7warroom 太高看日本了,弹丸之地,中国是不想战争,不代表怕日本
中文
5
0
13
4.3K
战斗室
战斗室@7warroom·
习近平跟川普总统碰面,真正让他当场失态的不是台湾。 班农在节目里直接放出了猛料。 在两人的闭门会谈中,习近平疯狂痛批日本重新军事化。 这才是中南海真正睡不着觉的死穴。 国际舆论天天盯着台海,以为这就是中南海的底线。 实际上,日本重新武装、重新走向军事化,才是习近平最害怕的梦魇。 东京的防卫力量一旦松绑,整个亚太的牌局就彻底推倒重来。 各位看清楚,共产党最怕的就是日本丢掉和平宪法的紧箍咒。 台湾是一面盾牌,而一个重新武装的日本,直接就是顶在共产党喉咙上的一柄重剑。 美国把日本这头巨兽的锁链解开,直接击碎了中南海靠恐吓统治周边的幻觉。 这场地缘政治的常识革命已经开始,共产党自己挖的抗,现在得自己跳下去。
中文
126
303
809
147.7K
killuamonkey
killuamonkey@killuamonkey1·
@Zion_XBT_ @yutanota3021 @laobaishare Meta在广告领域的低劣跟百度比较接近,Google的广告还是相对有底线而且查得比较严的,Meta是最大的欺诈广告和色情广告平台(目前有被X赶上来的趋势)
中文
0
0
0
14
锡安 ZionXBT
锡安 ZionXBT@Zion_XBT_·
@yutanota3021 @laobaishare 美国百度是Google,跟meta有毛关系?而且他对于苹果的观点本来就是事实啊,从iPhone X之后根本没有实质上的创新,每年就在那挤牙膏
中文
4
0
0
413
老白(每日干货分享✊)
扎克伯格炮轰苹果创新乏力,预言其必将衰落 “他们已经有一段时间没有真正发明出什么伟大的东西了。史蒂夫·乔布斯发明了 iPhone,而现在 20 年过去了,他们有点像坐在上面原地踏步。” “年复一年,我甚至不确定他们现在是否还在卖出更多的 iPhone。其中一部分原因是每一代产品实际上并没有好太多,所以人们升级的时间变得更长了。” “他们开发了像 AirPods 这样的东西,挺酷的,但他们彻底限制了其他人开发能连接到 iPhone 的东西的能力。” “我非常乐观,因为他们在创新方面表现得如此低迷,没有真正发布太多创新产品……最终他们会被别人击败。”
中文
204
11
184
169.4K
killuamonkey
killuamonkey@killuamonkey1·
@jeremybernier @crazysean_ Actually, this is very common in China. China has 100+ dialects that is impossible for others to understand, and lots of people would only talk to their group in their own dialects, this is especially true for Cantonese/Hakka/Fujian groups, since lots of those are family business
English
0
0
30
1.6K
Jeremy Bernier
Jeremy Bernier@jeremybernier·
@crazysean_ Are you American? Shocked that anyone would think this is fine. I think most Chinese would be outraged if this were happening in their country.
English
42
1
229
44.6K
Jeremy Bernier
Jeremy Bernier@jeremybernier·
At Meta, 90% of my coworkers were Chinese, and non-Chinese were routinely excluded, disadvantaged, and targeted for layoffs. 6 out of the 7 layoffs I observed targeted non-Chinese despite non-Chinese being the vast minority. Certain orgs like ads and MRS are notorious for being Chinese dominated. I think Americans would be outraged if they knew that their own citizens were getting marginalized and laid off at their own companies, while Chinese promote themselves up, conquer entire orgs, and reap millions. Imagine if Huawei in Shenzhen had entire orgs and leadership chains completely dominated by Japanese people who brazenly spoke Japanese at work without a care in the world that their Chinese coworkers don't understand, imposed their own work culture without respecting Chinese culture, excluded the Chinese, and laid off Chinese people while promoting their own. I imagine Chinese citizens would be outraged, and never allow that to happen in the first place. The most blatant and obvious way that non-Chinese are excluded is that Chinese primarily speak Mandarin at work. I'm not talking about one-off conversations, I'm talking about every single conversation. Loudly and brazenly with no respect for others. 10+ teammates and leaders having a group conversation in Mandarin while the 2 non-Chinese don't understand and feel excluded from the team. Although everyone at least has the decency to speak English during formal meetings with a non-speaker present, it was common that right after the meeting ended everyone would immediately switch to Mandarin. Funny I'm in Korea right now and was just on a double date with 3 other Koreans, and I was shocked that when the conversation would split into two, the other couple would speak to each other in English in my presence just out of respect. A Korean couple on a double-date had the courtesy to speak to each other in English in front of me even though I'd never expect that from them, but my Chinese coworkers did not. Lunch was another place where non-Chinese were blatantly excluded. Recall that the team I joined was an all Chinese team with only one other non-Chinese person. The Chinese would always get lunch together and never invite us (except for one of them who occasionally would, though at some point stopped). Me and the non-Chinese person would invite them, they'd always refuse, and then shortly after they'd disappear and get lunch together. As a result, it was usually just the two of us getting lunch. (caveat, some of the newer Chinese who joined afterwards also experienced similar treatment. So it's moreso a clique thing than a Chinese vs. non-Chinese thing, though 100% of the clique was Chinese) On Wednesdays and Fridays I'd often be the only non-Chinese person on my team in the office, and they'd all get lunch together without inviting me. It was depressing, and made me not want to come into the office on those days. One team dinner we went to a Korean BBQ. I arrived with a non-Chinese coworker and the first table was full, so we sat at one end of the next empty table. Shortly after one of the Tech Leads walked in, and sat at the complete opposite end of our table, alone and not in talking distance to anyone. We invited her over, and she declined. Later another Tech Lead came in and sat across from her. Non-Chinese and Chinese at opposite ends of a long table at a team dinner, and they refused to sit with us. Eventually more people came and the TLs joined our side because I guess maybe it was too obviously anti-social, and they spent the entire dinner speaking speaking Chinese to each other. These were our tech leads. I could not understand how Meta could have "Tech Leads" that so blatantly excluded teammates. I thought Tech Leads were supposed to uplift the team, and that Meta would hold tech leads to a higher standard. Now someone might say that it's just lunch or a one-off team dinner, who cares? To that I vehemently disagree. Lunch is extremely important for team bonding, and so much information is transferred through informal socializing. I'm not saying that everyone needs to get lunch together everyday, but if a minority of people are excluded from getting lunch with the rest of the team, and especially the most tenured and senior employees, then naturally that minority is going to feel alienated, disadvantaged, and excluded from opportunities. And the very fact that they're excluded from lunch is reflective of being excluded in general. When 90% of an org and the entire leadership chain is dominated by one ethnicity, naturally their work culture is going to spill through. Chinese culture is completely different from American work culture, and learning to navigate that was a huge obstacle for me. For example I'm the type that tends to question everything and isn't afraid to challenge a "superior", but I quickly realized that my TL seemed to take offense to that, and would punish/retaliate me for it. I want to make it clear - I have nothing against Chinese people. Most of them are very kind (strong correlation between kindness and not engaging in the kind of exclusionary behavior I mentioned above), and I have many good friends who are Chinese. I get that some barely speak English (though I question how they got hired). I do genuinely believe that most are good people, and not deliberately trying to exclude others. But regardless of intent, the result is that non-Chinese get excluded. The fact that 6 of the 7 layoffs I observed were not Chinese in a 80-90% Chinese dominated org is testament to this. The fact that 90% Chinese dominated orgs even exist in the first place is testament to this. I might not even be posting about this given the sensitivity of the topic if not for the fact that I've seen and/or heard stories of some very toxic people who I do not believe would otherwise survive if not for their ability to exclude others, throwing others under the bus for the next layoff. The same people do this over and over again, and get away with it because they're part of the "clique" that essentially has immunity. I think the company needs to take this more seriously. Some ideas would be enforcing English at the office (I've heard of other teams that do this), raising leaders to a higher bar when it comes to team inclusivity (eg. under the "People" axis), investigating potential discrimination cases (eg. layoffs and/or mistreatment disproportionally affecting certain groups) and having a zero tolerance policy around that, having a zero tolerance policy around injustice in general (eg. lying or deliberately throwing somebody under the bus), ensuring more diverse teams, etc. But to be honest, I don't have faith that much would change so long as the entire leadership chain up to the VP level is dominated by the same ethnicity, language, and culture. Nor does it seem that leadership even remotely cares given that this has been happening in the HQ for probably at least the last decade, and is obvious to anyone who's stepped foot in the office.
English
770
548
4.7K
2.6M
killuamonkey
killuamonkey@killuamonkey1·
@fankaishuoai 我自己一般是数据分析会并行跑4-5个,同时有1-2个小feature开发,1-2个大项目以自主迭代为主。在AI跑的时候你不干点啥实在太无聊了。而且我做了一个基于slack交互的harness,大部分时间feature都是直接通过slack开发,是完全不盯的那种,这个一次开发10个需求也是常态,只是不适合需要深度思考的。
中文
0
0
0
167
范凯说 AI | Kai on AI
范凯说 AI | Kai on AI@fankaishuoai·
很多人说用 AI 编程就该开 5 到 10 个窗口并行跑。Anthropic 的工程师也这么说。但我实际体验下来,发现这件事有一个前提条件,大多数人没提。 纯编程任务,并行确实容易。你事先把 Plan 写好,分成不同的 Worktree,在各个分支上让智能体跑测试、做开发。人的大脑负担其实不重——方向是你定的,执行是它干的,你只需要在它完成后看看结果。本质上你在做同一件事,只是拆成了多条并行流水线。 但如果你不是在编程,而是在几个没什么关联的会话之间切换——一个在写内容,一个在整理文件,一个在研究产品方案——一旦超过三个,我就完全应付不过来了。 区别在哪?编程并行是同一个认知上下文的多线程,切换成本几乎为零。非编程并行是多个不同认知上下文之间的跳转,每次切换都要重新加载一遍背景,这个开销是真实的脑力消耗。 所以"开 10 个窗口"这个建议,对程序员管用,对非纯编程的工作者,可能是个坑。
中文
14
2
50
14.3K
killuamonkey
killuamonkey@killuamonkey1·
@SakuraNya233 @Xudong07452910 这很简单,最终还是一个人的判断的问题,这和AI的代码质量几乎没有什么关系,对技术一窍不通是无法正确提出需求的,最后就是人拿到一个自己都不知道是不是自己要的东西😂
中文
0
0
0
327
𝓢𝓪𝓴𝓾𝓻𝓪
𝓢𝓪𝓴𝓾𝓻𝓪@SakuraNya233·
@Xudong07452910 所以为什么 AI 写的代码不行?「学会用 AI 写代码」和「学会写代码」在输入与输出上并没有区别,我觉得教育应该为「如何用 AI 写出更好的代码」去服务了
中文
9
0
25
12.4K
Xudong Han
Xudong Han@Xudong07452910·
学期末了,我导师在改一门 C++ 课的期末作业,整个人有点无奈。 因为他很清楚,很多作业大概率是 AI 写的。 里面用了不少连他都没怎么见过的 C++ 高级写法,注释也写得一板一眼,甚至有些地方不像学生写的,倒像是一个资深工程师的手笔。 我跟导师说,其实判断起来也不难。 你打开项目看看有没有 README.md。 现在的 AI Agent,最爱干的事之一,就是不管项目大小,先给你写一份体面的 README。 蛮好笑的,但是很无奈。 以前老师怕学生不会写代码,会给很多参考文档,现在老师开始怕学生交上来的代码“太会写”了。 AI 不一定让作业失去意义,但它确实在逼着作业换一种考法。
中文
59
8
270
168.1K
Smith Joe
Smith Joe@SmithJoe2038·
@wangzhian8848 也就你这种崇洋媚外的傻比还在执着着特斯拉,比亚迪在三电技术、快充等方面已经甩特斯拉几条街了,价格又便宜了一半。
中文
40
0
38
15.8K
王局志安
王局志安@wangzhian8848·
中国批准监督版的FSD,透露出很深的市场意图。首先,不能是满血版,否则,特斯拉在中国遥遥领先,对国产电动车不利。目前国产电动车的智驾系统也在发力,比较领先的是小鹏和华为,但和满血版FSD还是有距离,此时要想办法培育国产市场,为国产智驾赢得时间,不能让特斯拉占得先机。但不开放特斯拉的FSD,又不太说得过去,虽然有数据安全之类的借口。而且特斯拉严格讲也本土化了,一年一百多万产量在中国。于是乎,最终批准了这个丐版的FSD。这个版本的FSD,和本土的智驾相比,就没什么领先优势了。
中文
270
12
353
318.3K
陈剑Jason
陈剑Jason@jason_chen998·
即使黄仁勋最后一刻背着包从阿拉斯加赶上去中国的飞机,遗憾的是依然没有争取到中国市场。在昨天CNBC的最新访谈中,黄仁勋说尽管目前特朗普接触制裁批准向部分中国企业出售芯片,但反而中国不买了...黄仁勋对于接下来中国市场的业绩没有任何预期,坦言中国市场非常巨大,但是因为过去被迫退出,把市场份额拱手相让,导致中国本土企业填补了需求。 曾经英伟达占据中国95%的数据中心市场份额达到垄断地位,中国贡献了英伟达20%的收入超过200亿美金,但现在已经几乎降低为0,究其原因是美国的制裁非但没有限制中国AI、芯片和算力的发展,反而白白放弃了这么大的市场助长本土企业发展,这种制裁都可以说杀敌一千自损一万了。 反观当初微软的策略,民间市场放任Windows盗版流行不管,但却狠抓大型国企私企外企的版权,虽然依然丧失了一定收入,但是却通过这种方式遏制竞争对手发展。 像芯片、操作系统这种“军民两用”完全没办法拆分的领域,民用需求根本压不住市场绝对不可能处于真空,美国的制裁只能对伊朗朝鲜这种完全没有内需市场的国家有效,特朗普这一步,真的下了个臭棋啊
中文
188
37
436
278.1K
killuamonkey
killuamonkey@killuamonkey1·
@HalmetLewis @whyyoutouzhele 而且深圳的科技生意人很有趣,在他们看来卖云服务、卖无人机跟批发卖鱼卖菜都是一样的,他们都只关心这些产品的生意属性,连讨价还价的套路都一样。你在摊位前面假装要走了,海外电商托管就可以打八折。
中文
0
0
1
226
Lewis Halmet
Lewis Halmet@HalmetLewis·
@whyyoutouzhele 驳斥这个观点很简单:一是现代经济明显是具有三角洲河海联运的广东更具有优势,西北东北是传统农业模式更具有优势。 其次,广东内部,这些年几乎增量大半来自深圳,深圳明显是没什么保守文化的。而潮汕粤西明显是更保守的地区,这些地方是发展很差的。 纵向对比,没有宗族文化的长三角发展更好
中文
7
8
198
13.2K
李老师不是你老师
李老师不是你老师@whyyoutouzhele·
5月18日,一名博主发文:广东是一个极其矛盾的所在,一方面是全国经济最先觉醒的地方,在经济规则上极其开放;而另一方面,他们的传统宗族观念却是中国最强烈的,非常保守。“最开放”与“最保守”同时呈现在同一片土地上。 一名历史博主回复说:正向理解不了的话,可以去反向理解。从“地方为什么会失败”这个角度,去观察东北和西北的一些地方,这些地方的自然和资源禀赋要比广东福建强的多的多,但所有的地方官来了想法都是捞和走,所有的资本家来了想法都是骗和掠。 为什么?因为当他们想生产的时候,地方上找不到对应社会化生产的组织结构,当他们想掠夺的时候,地方上也没有能够对抗和制衡他们的结构。而且积累和传承财富对谁都不安全,最理性的选择就是当一个经济蝗虫,到处寻找这种失败的地方。
李老师不是你老师 tweet media
中文
161
83
870
193.8K
killuamonkey
killuamonkey@killuamonkey1·
@HalmetLewis @whyyoutouzhele 深圳一样有大量宗族文化,你看不到的是深圳80%的小老板都是本地生意世家,华强北卖内存的都是本地家族,从收租到投资各种科技行业,一家里什么都做的
中文
0
0
3
245
killuamonkey
killuamonkey@killuamonkey1·
@Lyangminn 能干的官员几乎没有不贪的,自古以来都是
中文
0
0
0
253
梁岷Liam
梁岷Liam@Lyangminn·
有一件很讽刺的事情。 把合肥从一座中部省会变成创投之城,拍板决定拿出100多亿元投长鑫的前市委书记吴存荣被判了无期。 拍板搞长江存储的紫光赵伟国,被判了死缓。 修通了高铁网的前铁道部长刘志军,2013年就进去了。 这就是政治现实,做得越多,错得越多。 要做成事,就需要一个能拍板、敢得罪人、敢押上身家的强人,而强人又几乎无一例外地在权力的灰色地带里栽倒。 不是为他们辩护,贪污就是贪污,赖不掉,只是略感唏嘘。
梁岷Liam tweet media
中文
391
122
1.1K
1.1M