Moooon
841 posts
这个视频刷到不知道多少次了。
每一次都会每一秒不跳地看完。
一颗颗空中爆炸的火箭，在现在看来真是璀璨的烟花。
一声声质疑和嘲笑，如今却为传奇添加了更多的色彩。
很有幸，我们不需要看着书本上，靠先哲激励我们，我们有同时代的Elon Musk。
中文
Full Self-Driving now travels around 4 continents
🇺🇸🇨🇦🇲🇽🇵🇷🇨🇳🇦🇺🇳🇿🇰🇷🇳🇱🇱🇹
Tesla@Tesla
FSD Supervised is now available in: - United States - Canada - Mexico - Puerto Rico - China - Australia - New Zealand - South Korea - The Netherlands - Lithuania
English
Here’s a comparison between Gemini Omni and Seedance 2.0.
Gemini Omni on the left.
Seedance 2.0 on the right.
Which one do you prefer?
nachos2d@NACHOS2D_
My first output using Gemini Omni. I still prefer Seedance 2.0. I really hope Gemini Omni isn’t powered by Veo 4, because I expected much more.
English
Here's my first drive with Tesla Self-Driving 14.3.3.
If you're already a user, you're going to love this update. If you don't have Tesla Self-Driving yet, you need to get your hands on a Tesla now.
English
Moooon retweetledi
币圈的都在研究硬件半导体，你们可以看看软件，特别是AI受益的那几个
我觉得打破short igv long semi是今年金矿，很多软件确实会被AI吃掉，但并不是每一个。大家会意识到不能无脑空igv，毕竟中间还有个Orcl呢
mrzhang@mrzhang58251041
@ShanghaoJin 金老师，软件这波会反弹吗，我目前有msft 和orcl，特别是msft 基本没咋涨也会跟着半导体一起吗
中文
Goog想直接去TSMC下单，说明巨头已经看清楚token factory模式
要持续地拼capex、拼token成本、就要比价、比投入效率。就不像过去那样做“好好先生”，要斤斤计较卷起来
但未来几年踢开Avgo/Mtk、还想把封装拿去intc，这几乎是不可能的！
你见过有人买茅台酒，不但要跳过经销商，还不要买酒瓶子的吗？
Herman Jin@ShanghaoJin
“药厂” vs “工厂” 软件模式用户越多越好，衡量DAU，中国总习惯以甲方自居 AI模式是token factory。“工厂”的电力、芯片供应都有限。想的是有限的产量卖给哪个高质量用户、怎么提高工厂产量 我作为一个重度付费用户价值超过100个一般用户
中文
长鑫长存概念股
disclaimer:
鄙人不具体关心A股宏观、资金面、对手盘。这是存粹产业观点，可以当我胡言乱语
Herman Jin@ShanghaoJin
@RYANHINGSHING 北方华创可以的！
中文
@SawyerMerritt Worst Tesla investment. Spent years getting tons of permits. 4 yr produced 750k🤪🤪🤪
English
Tesla says it has now built over 750,000 Model Ys at Giga Berlin since the factory opened in 2022, and is currently in the process of scaling production by 20%.
They released a new video of the factory, showing the paint shop, driving unit prod, etc.
English
750,000 cars built at Giga Berlin.
Here’s what it takes.
English
Moooon retweetledi
