FateSeer ✦ 命运先知

FateSeer | Chinese Astrology | 紫微斗数 | 命盘解读 | 运势预测 |

[FateSeer ✦ 命运先知 @FateSeerCom]

$ORCL Larry is a gambler who has won for forty-five years and can no longer distinguish between luck and skill.
But there’s one iron rule of the casino he never believes:
No matter how great a gambler is, as long as they refuse to leave the table, one day they will lose everything they’ve won—principal and interest alike.The years 2026-2027 will be the showdown moment after his final all-in.
Either he builds a new empire, or he loses the legendary forty-five years in one fell swoop.
There’s no third path. His most classic statement was actually made back in 2003:
“You can either be the consolidator, or be consolidated.”
Now it’s his turn:
Either he consolidates the AI era, or he gets consolidated by it. The gambler’s fate has never been about how much they win, but whether they dare to bet their last bullet.
Larry dares.
So he will inevitably lose it all one day.
Stock crash in 2026.
Cash flow struggles in 2027.
Empire collapse in 2030.

[FateSeer ✦ 命运先知 @FateSeerCom]

2026 AI泡沫危机，谁最惨？🏗️数据中心造王（Oracle）血亏首当；🤖大模型副业（Meta/Google）伤筋不动骨；OpenAI扛冲击，融资稳拿1T？💎芯片股（NVDA/AMD）股价过山车！微软老板食客双修，烧钱到心慌；苹果饿肚子等上菜，心里凉凉。

[FateSeer ✦ 命运先知 @FateSeerCom]

正式进入农历八月，拭目以待

[Z.ai @Zai_org]

Introducing GLM-5.3-Flash

- Leading capabilities at a highly competitive price
- Natively multimodal with a 1M-token context window
- A 320B-A18B model released under the MIT License
- Previously previewed as Ox Alpha, running entirely on Chinese AI chips

Blog: https://t.co/tzOmB7gdZP

Available now across all official platforms:

Weights: https://t.co/9LRMahY9Wa
API: https://t.co/VcaQnzYmS9
Coding Plan: https://t.co/Nk8Y98HNhU
ZCode: https://t.co/Peepqv4XSx
Chat: https://t.co/WCqWT0qCQb
AutoClaw: https://t.co/aGEG5HqTTb

[FateSeer ✦ 命运先知 @FateSeerCom]

埃隆·马斯克财富突破5000亿美元，2033年破万亿的预言合理且合运势。2026年埃隆·马斯克的财富会有大��回撤，特斯拉股价首当其冲。斗转星移，拭目以待。

[Fox News @FoxNews]

ROCKET POWER: Elon Musk’s wealth skyrocketed from $24.6 billion in March 2020 to $500 billion, putting him about $150 billion ahead of the world’s second-richest person, Oracle co-founder Larry Ellison. Musk could become the world’s first trillionaire by 2033.

[FateSeer ✦ 命运先知 @FateSeerCom]

把伊朗打回石器时代？伊朗把中东石油打回石器时代？委内瑞拉取代中东石油地位，雪佛龙变身沙特阿美。

[PBS News @NewsHour]

President Donald Trump said the United States will send Iran "back to the Stone Ages" during a prime-time address from the White House on Wednesday.

"We are going to hit them extremely hard over the next two to three weeks," he said. "We are going to bring them back to the Stone Ages, where they belong."

During the address, Trump said he’s following through on a campaign promise to keep Iran from accessing nuclear weapons. He also said the mission was "nearing completion" and that discussions with Iran are ongoing.

“Our objectives are very simple and clear: We are systematically dismantling the regime's ability to threaten America or project power outside of their borders,” he said. “That means eliminating Iran's navy, which is now absolutely destroyed, hurting the air force and their missile program at levels never seen before and annihilating their defense industrial base.”

Polls show that majorities of Americans oppose military action in Iran, and also oppose U.S. troops on the ground there.

The speech marks the first time Trump has addressed the nation in prime time since the U.S. and Israel launched the war against Iran more than a month ago.

Photo by Alex Brandon via Reuters

[FateSeer ✦ 命运先知 @FateSeerCom]

丙午年正月初一刚刚开始！

[FateSeer ✦ 命运先知 @FateSeerCom]

Gemini/ChatGPT就像AI时代的AIX/Solaris，OpenAI和Oracle当前玩的正是“闭源大模型垄断+圈地”模式，本质上赌的是基础模型能长期保持壁垒，靠专有技术高价卖给企业，锁定客户、赚超额利润。一旦真正的“AI界的Linux”（开源、免费、社区驱动、标准化大模型）取得领先，这些闭源圈地公司就会面临巨大冲击，股价大跌不可避免。
当这一刻发生后，前2周发酵期，第2-3周恐慌抛售高峰，第3-4周阶段性低点，有些大聪明会在第4周反应过来，所以在第3周末前买入亚马逊，因为只有贝索斯能一直笑哈哈。

[DeepSeek @deepseek_ai]

🚀 DeepSeek-V4-Flash Official API is now LIVE in public beta!

🔷 We’ve massively upgraded its Agent capabilities—benchmark scores are now far surpassing the V4-Pro-Preview. Check out the massive performance leap below! 👇
🔷 The official V4-Flash now natively supports the Responses API format and is fully adapted for Codex!

Check out the configuration details in our official API docs: https://t.co/smCwQZMeiq

[FateSeer ✦ 命运先知 @FateSeerCom]

丙午年六月十二

[FateSeer ✦ 命运先知 @FateSeerCom]

乙巳年农历十二月，埃隆·马斯克的个人净资产（net worth）估值8500亿美元（$850 billion）

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk becomes first person in history to surpass a $850,000,000,000 net worth.

[FateSeer ✦ 命运先知 @FateSeerCom]

丙午年六月十二

[Kimi.ai @Kimi_Moonshot]

Introducing Kimi K3: Open Frontier Intelligence

🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal
🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts
🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost
🔹 Built for long-horizon agentic coding and self-evolving workflows

Kimi K3 is now live on on https://t.co/zrk6zZxZUo, Kimi Work, Kimi Code, and the Kimi API.
Open Weights by July 27, 2026.

🔗 API: https://t.co/XCrgjXAqMw
🔗 Tech blog: https://t.co/YTfiMSNM1f

[FateSeer ✦ 命运先知 @FateSeerCom]

See You Again in 2029

[Mao Ning 毛宁 @SpoxCHN_MaoNing]

President Trump has wrapped up his visit to China.

A farewell, also a new beginning.

[FateSeer ✦ 命运先知 @FateSeerCom]

@RayDalio

Mr. Dalio, you clearly frame path a (securing Hormuz + neutralizing Iran's nuclear) as continued hegemony, and path b as credibility collapse. Maintaining US hegemony has become badly imbalanced: global benefits no longer cover the rising costs, with chronic fiscal deficits, rigid welfare spending, and aging demographics. This imbalance is precisely why war is being chosen as a forced reset.

Even in path b, the US could still achieve a soft landing rather than collapse: by pragmatically dealing with China, accepting relative decline, and using external pressures to finally burst domestic bubbles and reform entitlements. Many historical powers renewed themselves after accepting limits instead of overextending. Do you see any will or capacity in the US for such a pragmatic pivot?

[FateSeer ✦ 命运先知 @FateSeerCom]

OpenAI 主体没事，法院不会解散公司、不会强制拆分业务、不会停止 GPT 研发，因为公司本身是合法存续的。唯一且精准的惩罚：冻结���剥夺山姆的个人股权，强制收回山姆及其团伙非法获得的营利子公司股权，返还给创始的非营利信托基金（也就是变相还给马斯克代表的创始方）。

[Nic Cruz Patane @niccruzpatane]

Elon Musk on AI during the OpenAI trial:

"It (AI) could make us more prosperous, but it could also kill us all. We want to be in a Gene Roddenberry movie, like Star Trek, not so much a James Cameron movie, like Terminator.

He then elaborated by comparing AI training to almost like raising a child:

"It’s like if you had a very smart child — at the end of the day when the child grows up, you can’t really control that child, but you can try to instill the right values. Honesty, integrity, caring about humanity —being good, essentially."

[FateSeer ✦ 命运先知 @FateSeerCom]

IPO窗口期已不足半年

[shirish @shiri_shh]

The biggest IPO run in the history of the market

three $1T+ companies. possibly all going public in the next 12 months.

SpaceX IPO: $1.75T.
OpenAI IPO: $1T
Anthropic IPO: $1T

we're living through the greatest technological wealth creation in history.

[FateSeer ✦ 命运先知 @FateSeerCom]

OpenAI彻底倒向了AMZN https://t.co/xUbobHykjW

[FateSeer ✦ 命运先知 @FateSeerCom]

为什么AMZN 2026年影响最小乃至逆袭，ORCL客户大逃亡，AMZN是首选。就像倒啤酒泡一样，把沫破吹掉后就能喝到爽爆，所以数据中心就像啤酒工厂，需求旺盛。

[DeepSeek @deepseek_ai]

🚀 DeepSeek-V4 Preview is officially live & open-sourced! Welcome to the era of cost-effective 1M context length.

🔹 DeepSeek-V4-Pro: 1.6T total / 49B active params. Performance rivaling the world's top closed-source models.
🔹 DeepSeek-V4-Flash: 284B total / 13B active params. Your fast, efficient, and economical choice.

Try it now at https://t.co/GCdiMzk1Dl via Expert Mode / Instant Mode. API is updated & available today!

📄 Tech Report: https://t.co/drlDrxkYtp
🤗 Open Weights: https://t.co/T13Y8i7SDM

1/n

[FateSeer ✦ 命运先知 @FateSeerCom]

2028年再回头看一切都合理了，通过一场可控的战争(伊朗)给美国全球霸权体面退场美洲，推动美国经济产业结构转型，避免与超级大国直接开战。美国霸权体系与美国普通民众的鸿沟需要用到战争和经济危机来衔��。

[Amk News @BreakingAmkNews]

🇺🇸🇨🇳 U.S. Secretary of State Marco Rubio:
What we wanna do is prevent a war from China by being strong enough to make them understand they can never win a war against the U.S.

A war against China would be a terrible thing.