Rui

3.3K posts

Rui

@ruiii233

爱自己 | things will work out just fine | https://t.co/GaAdAewAjd

Katılım Kasım 2019

452 Takip Edilen362 Takipçiler

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Rui@ruiii233·1 Nis

十年后的我一定会告诉我自己：这些都是小事儿，没什么跨不过的坎。

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Rui@ruiii233·3d

华为去年分红实际利率差不多7%....非法集资玩不下去了吗，还没我吃息账户收益高

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Rui@ruiii233·2 Nis

理论上使用harness+clawteam，ai已经可以做任何事情了，我现在很焦虑，人类的未来何去何从

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Rui@ruiii233·1 Nis

@flrande 5.4太好用了

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Flrande@flrande·1 Nis

说个相反的暴论，opus 4.6 相比 5.4 就是坨屎

北火@beihuo

是的，最近因为额度用满，尝试了 codex，结果发现和 claude 差异巨大。可以说 codex 5.4 xhight 在 claude opus 4.6 面前像是个废物。

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Rui@ruiii233·26 Mar

@HeLiuLeo @himself65 750每天成交两次就是1500了吧，这是真金白银的抽走了。

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何流 | Liu He@HeLiuLeo·25 Mar

美股的体量本身完全足够支撑一个Spacex IPO，不存在“抽走流动性”这个情况。Spacex是以1.75万亿美元估值上市，但只融750亿美元而已。美股每天的交易量是4000-7000亿美元，每年IPO融资总额2000-3500亿美元，货币基金AUM是6万亿美元。市场可能不认可这个估值，但纯从体量来说，750亿美元是完全可以操作的规模

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Bread🍞@himself65·25 Mar

个人判断：SpaceX会抽走美股流动性，顺带开始暴跌

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Rui@ruiii233·25 Mar

@flrande 你美股空单还在吗

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Flrande@flrande·25 Mar

制度化，法律化，最后变成新秩序

*Walter Bloomberg@DeItaone

IRAN TIGHTENS CONTROL OVER HORMUZ SHIPPING Iran is demanding detailed crew, cargo, and voyage information from ships seeking safe passage through the Strait of Hormuz, with approvals handled by the Islamic Revolutionary Guard Corps. The process is inconsistent and sometimes includes fees—mainly for high-value vessels like oil and gas tankers—signaling Tehran’s growing grip on the key trade route. Traffic remains limited, mostly involving Iranian- or China-linked ships hugging Iran’s coast. While Iran says the strait is still open, non-compliant vessels have been turned away. Tensions persist despite U.S. pressure, including moves by Donald Trump to push for reopening. The disruption is hitting Asian economies hard, especially India, which faces fuel shortages, while China—a key buyer of Iranian oil—has questioned the legitimacy of transit fees.

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Rui@ruiii233·25 Mar

强执行力会带来很强的幸福感，未来是靠想象就能抵达的

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Rui@ruiii233·25 Mar

@ddvd233 这种数据要怎么构造

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[email protected]@ddvd233·25 Mar

飞飞曾经说过，人能做的事情模型最终都能做，很多时候这只是一个数据量/数据质量的问题所以最近感觉更有趣的研究在于如何能让 AI 做人类做不到的事情，比如隔壁组之前的一个研究就是看怎么样可以通过 lidar 在墙壁上漫反射重建出被 100% 完全遮住的物体，这种用 AI 超越人类极限的研究还是挺有意思的

Bread🍞@himself65

imo，LLM产生的问题最后会随着LLM迭代自己解决：两年前还在抱怨toolcall返回JSON是坏的，一年前还在思考context不够大，现在是怕LLM权限多删库跑路、死循环……

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Rui@ruiii233·24 Mar

@himself65 I think the real issue is the volatility. We probably shouldn’t touch underlyings with excessively high volatility, especially with options, even if the technical setup looks good.

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Bread🍞@himself65·24 Mar

I brought few I bought a few $GLD calls last Friday because I thought it was oversold. I closed them all today for an 8% loss. Even though the technical setup looked good, I now feel we probably shouldn’t touch an underlying asset crowded with too many stupid retail investors.