pkpanda

[pkpanda @HSPekingpanda]

@mtrainier2020 不完全对，携程ttm pe6.3是因为有一大笔一次性投资收益，而且26年的营收增长预期撑死了也就8-10%，和过去几年相比是在不断减速的。中国制度风险有一定折价，但携程股价疲软更多来自于增长预期不足。

[pkpanda @HSPekingpanda]

@anblk984 这两个不冲突，好老板的定义越多元化，员工越收益

[pkpanda @HSPekingpanda]

@nervpilot001 Kimi 3大概率没有自己说的那么强，但代表的趋势是中国与最前沿模型的相对差距一直在收敛。

[pkpanda @HSPekingpanda]

@shensi Agree with you on almost all but the fashion part. Haidian of Beijing is a literal hell where fashion or anything hip/fun/edgy goes to die, a bastardized version of America suburbia dystopia with Chinese characteristics.

[pkpanda @HSPekingpanda]

@jackeyhong2 @YigeKing 大哥，你稍微去 youtube 上搜搜看汽车和科技博主的视频也不会说出这么离谱的话。 FSD 一骑绝尘没问题，但你嘴硬说乘客体验不重要那纯扯谈，这两者反倒是评测博主和普通人非常看中的选项。

[pkpanda @HSPekingpanda]

@fxtrader 这个要看你的set up吧，如果你codex的setup是local的，那么你给家人或者朋友安装codex，他们能看到的也只是自己local上存储的相关项目信息。

[pkpanda @HSPekingpanda]

@biantaishabi5 高善文还是蛮可惜的，我觉得他对中国经济的诊断和给出的药方并不太离谱，尤其是重生产，轻消费这个政策现在看起来对中国长期经济增长潜力是不利的。但他也有思维钢印，也有自己的局限性。

[pkpanda @HSPekingpanda]

@CMGS1988 你说的这个倒是有些在理。双轨制和读空气啥的，作为我这样的纯在曼谷浪，而且接触的也多是国际化的泰国人或者 expats，的确没有太深的感触。

[pkpanda @HSPekingpanda]

@ZionFromZero 进入服务业感受生活不是坏事儿，早一些感受人生百态，让孩子知道真实世界是怎样的，对塑造良好价值观和世界观非常有好处。我勤工俭学的时候，送过报纸，在超市和餐厅都做过，深知服务业从业人员的不易。如果社会上每个人在上学期间都在服务业做过，我相信这个社会的戾气会少很多。

[pkpanda @HSPekingpanda]

@martian_lore Very true, the fundamental philosophy for high-speed railway stations in China seems to be copy + paste of the most efficient layouts, andit really feels devoid of humanity. I love traveling on high-seed trains, but staying in the train stations is not one of them

[pkpanda @HSPekingpanda]

@NullOreo_ 我觉得不后悔吧，毕竟不是 Open AI 的长板。现在靠着 Codex 打了漂亮的翻身仗，这也许是最适合 Open AI 核心竞争优势的赛道。反过来说，字节的 AI Agent 做的也非常拉跨，Trae 起了大早赶了晚集，现在连 workbuddy 都干不过。大家都有自己的能力圈边界。

[pkpanda @HSPekingpanda]

@Brad_Setser @joequant I don't know man, perhaps all the chips, ASML equipments and all that. You know, the stuffs that China actually need and can reduce the trade deficits?

[pkpanda @HSPekingpanda]

@MattooShashank If I want orderly chaos, I will choose Bangkok, not India.

[pkpanda @HSPekingpanda]

@ruima To be honest, we need to include some humanities/liberal arts as part of STEM curriculum. Having a more subjective interpretation of the world is a nice and important balance to have.

[pkpanda @HSPekingpanda]

@Sisymithus @Tsla99T 这不是废话么？你到企业做研究，那么自然要向商业化落地，不然人家给你那么多钱做啥。

[pkpanda @HSPekingpanda]

@RX6391 Bro你是个好人。毋以善小而不为!

[pkpanda @HSPekingpanda]

@Brad_Setser So in demand products imports are increasing, out of demand products imports are decreasing. Such ground breaking discoveries!

[pkpanda @HSPekingpanda]

@clashreport I guess nobody in America has heard the concept called historical materialism.

[pkpanda @HSPekingpanda]

@liqian_ren This is why Alibaba is among the most struggling of the BAT, first it was Baidu dropping out (replaced by Bytedance), now it looks like alibaba is next to go. Something toxic is about the corporate culture and Jack Ma is to be blamed.