关注科技, 投资, 和个人成长.
Joined October 2021
- Tweets 4,187
- Following 525
- Followers 42,477
- Likes 5,221
699 Photos and videos
Pinned Tweet
May 18
在當下瘋狂的股市裡，你應該持續買入嗎？對話『Just Keep Buying』作者 Nick Maggiulli youtu.be/4j1omjaRu0A?si=_AN6… via @YouTube @dollarsanddata
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一觉醒来看到这句玩笑调侃竟然捅了那么多人肺管子😂 那就聊聊吧。首先：你那么怕股市跌本身就说明了很大问题。第二，美国政府对模型出口管制意味着一种可能性：将来很多AI公司的最先进模型可能失去美国外的市场。这意味着估值会被压缩。有人说“管制类似核武器的东西出口有啥问题？” 对，核武器要管制，这也代表这个“核武器”没办法在美国外的市场被使用，被用来赚钱。 不过，前面的本质都是调侃。没人能预测市场。但是如果调侃一句“泡沫”就让你那么愤怒的话，市场真跌了咋办？
Jun 13
美国政府：周一股市开盘见！看我亲自刺破AI泡沫🫧
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很多人没get AI股市泡沫和AI能力的区别。Fable 5被禁证明了AI能力没啥泡沫。但禁止了AI商业活动，利润会受影响。股市是AI earning 的预期，不是AI能力的预期。
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Jun 13
美国政府：周一股市开盘见！看我亲自刺破AI泡沫🫧
Jun 13
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…
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Jun 13
Shit
Jun 13
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…
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Jun 12
Jun 12
I got 0.
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Jun 5
The biggest trap in investing is expecting a market crash to be logical. People think they’ll spot a clear warning sign and sell just in time. But crashes don't make sense when they’re happening. They only look obvious in hindsight. By the time it looks "logical," your portfolio is already wiped out.
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Jun 3
非常有趣的一个现象：我们很多人在评价富人买东西的时候都会用“财富水平”来衡量。比如Bezos买个游艇，甚至买下整个游艇业就像买白菜那样对他毫无影响，所以他“负担得起”；但是轮到自己的时候就不用同样的标准了。比如，你买个车买个房会像Bezos买个游艇那样轻松吗？大概率不会。“可负担性”对应的是自己的财富水平。我们大多数人在“cosplay富有”。
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Jun 3
评论区大型破防现场😂。说自己“负担不起”就那么丢人吗？我负担不起的东西太多了。就连宇宙首富也有他负担不起的东西。而且有很多。还有“愤而取关”的。who cares… 不过你要想想自己为啥愤怒。。
Jun 2
只要你还在贷款买一样东西，就只能证明你负担不起它。毫无争辩。“那机会成本呢？” 我贷款买A，挪出来资金去投资回报更好的东西呢？”答案是你负担不起那个机会成本。所以，你还是负担不起那个A。你出门买菜为啥不贷款？把钱省出来搞投资？
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Jun 3
黄西有个现场的英文脱口秀，讽刺Elon打纳粹手势。你看过这个段子后你就明白黄西了。
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Jun 2
Optimizing everything is a symptom of the survival mode. People are hanging on survival mode either by force or by choice.
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Jun 2
And people who sells the everything optimizer are preying on your survival mode.
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Jun 2
老了才能去玩是因为life was fucked up (either by themselves or others); 年轻贷款去玩是fucking up the life.
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Jun 2
This is a hill I’m willing to die on.
Jun 2
只要你还在贷款买一样东西，就只能证明你负担不起它。毫无争辩。“那机会成本呢？” 我贷款买A，挪出来资金去投资回报更好的东西呢？”答案是你负担不起那个机会成本。所以，你还是负担不起那个A。你出门买菜为啥不贷款？把钱省出来搞投资？
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一口新饭 retweeted
Jun 2
注意讨论的主题是“买的买不起”，不是”融资合不合理”。买不起去贷款是合理的。但我们讨论的是“买不起”。买不起就买不起，大大方方承认就好。世界上不存在“我买得起但就要去贷款”的概念。人们要么误解了“买得起”的概念，要么就误解了自己的财务能力。
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Jun 2
只要你还在贷款买一样东西，就只能证明你负担不起它。毫无争辩。“那机会成本呢？” 我贷款买A，挪出来资金去投资回报更好的东西呢？”答案是你负担不起那个机会成本。所以，你还是负担不起那个A。你出门买菜为啥不贷款？把钱省出来搞投资？
Jun 1
I agree. Leasing a car or having a car debt is a sure sign.
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