Jimmy Chin

@magicsilicon Bad news, wasting money in EU where regulations can slow you down

Intel Invests €5 Billion to Expand Manufacturing in Europe newsroom.intel.com/intel-foundry/…

@stevehou I thought what you produced on the job automatically belongs to the company, this should’ve well understood, right?

Satya raises another important question. Sure companies should own their own “learning loop” and the intelligence they produce. Now what about the employees that work for the companies? Should they also try to own their own individual learning loops and the intelligence produced?

@JasonZX 卖“训练专有模型的基建”是云厂的超级叙事

微软CEO Nadella这篇文章的意思是： 不要信任何一家大模型公司，但可以相信微软替你管理所有模型。 不客气。save your time.

@bubbleunoffical 当这些公司在都自己开发软件系统，还是需要 host，需要烧 token，需要代码托管运维等云工具，对云厂是利好

很怀疑这个会不会成为软件股的鬼故事2.0 $星巴克 (SBUX.US)$ 公司正在利用人工智能技术开发内部软件工具。这些工具有望取代公司目前从微软和国际商业机器公司等公司购买的某些软件应用。 据彭博新闻社获得的内部文件显示，这家咖啡连锁店正在开发替代 $微软 (MSFT.US)$ 的库存管理系统以及 $IBM Corp (IBM.US)$ 的维护管理工具。只要测试结果合格，星巴克开发的这些软件有望在明年年底前投入使用。

@mustafasuleyman What the fuck is your priority? Go do “hill climbing infrastructure for the firm ” like @satyanadella said!

Introducing Ode Poetry. Ode is a wonderful poetry pharmacy that reads you a poem for the moment you’re in. Just tell Ode what you're feeling, and it uses Microsoft AI audio models to connect you with the same work that poetry expert William Sieghart would recommend. The best technology doesn't replace human creativity, it helps more people experience it. Super proud of the team for making this truly humanist tool. More in the blog: microsoft.ai/news/ode-poetr…

@Money_or_Life_X 当年必应首先集成了 ChatGPT ，纳德拉说 bing 可以在新维度和谷歌竞争，that didn’t work out 。微软战略是希望 AI 增强自己的产品，但 OAI 和微软的利益根本上冲突，微软想 margin 不被吃掉，OAI 想不被控制，分开更好。微软自研模型，能用 OAI 的 IP 也算是不亏吧。

微软在OpenAI上走了一步臭棋

@Money_or_Life_X 这个和 Satya 的那篇 a frontier without an ecosystem is not stable 呼应上了，只不过 Satya 比他温和委婉多了

他说的。。。。没错

@Jake__Wujastyk 对于很多传统企业，学校，政府部门来说，AI 能不能普及取决于 Windows 上有没有这个功能

$MSFT When Berkshire takes a stake.

$MSFT 微软的伟大在于科技平民化，不是伟大惊艳的产品。AI 的大规模渗透需要靠微软：模型厂、FDE 团队再强,也做不到，这是资源、渠道和数据安全壁垒的问题。所以微软不是"发明魔法的人"，但会是AI 渗透进整个经济体系的主导力量。抽掉微软，传统企业和普通人的AI普及会卡住。

@Money_or_Life_X 我最看法变了 管理层：Satya 能力强威望高证明过自己，比皮查伊强 AI 变现：企业应用，有数据迁移和安全合规壁垒，客户支付能力强，开源/自研模型成本低 现金流：现金流在四大巨头中最早转正 所以当叙事变化，说不定会有当初谷歌的那种反转

来自“环球视野财经”的博主犀牛哥说，再给微软半年时间。 我的看法在过去半年一直没变：今年不要投资微软。再给他半年是不够的，微软还会继续“软”下去。 除了大家经常讨论的 AI 前景等等，我有以上观点的一个核心原因在于：我不认为微软管理层在过去一年里，在 AI 布局上有过人之举，甚至其表现是低于行业平均水平的。在整个“七姐妹”里面，我认为微软和 Meta 的管理层对于 AI 方向的把握相对比较弱。

@aibarra @elonmusk Haha

@abandoncomfortx Reject the ugly embrace the beautiful

Reject Modernity Embrace Tradition

@FurkanGozukara @satyanadella Defensive mindset driven by fear, not helpful because you are not gonna stop AI development

@satyanadella Nice theory, but let's be real: when AI absorbs human expertise into "token capital," companies won't amplify workers, they'll replace them. Every workflow you encode is a job you eliminate. This "learning loop" is just a polite roadmap to mass unemployment, not shared value.

@AnthropicAI Damn =

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

@Kalshi_Finance Comparing gdp with market cap and call it "worth than"

JUST IN: Nvidia is now worth more than Japan

Space X 上市只募集 450-750 亿，谷歌增发就募 800 亿，市场上哪有这么多钱

@KevinCastley 你或许不知道，1997年中国已经确定“市场在资源配置中起基础性作用”，2013年改成了“市场在资源配置中起决定性作用”。所以这说明了“marketing economy works” 不是 “central planning works”

China proved that central planning works

@fxtrader 为啥还跌这么多啊

自4月28日以来，日本已动用11.7万亿日元进行外汇干预。

@Barchart Nah if you give india 40 times price to GDP it’s 40 times of NVDA

Nvidia $NVDA now worth more than India 🇮🇳🤯👀

@stevehou What type of visa is he using

Last minute China trip.