天天开心

➕小号来聊@xvxv86

[天天开心 @JeremyKaijyu]

03年女在湖南长沙，找男（不开玩笑）在线蹲一位能约的男搭子，感觉好的话可以长期！不打扰彼此生活！点赞优先 ##湖南 #长沙 #女大 #搭子

[天天开心 @JeremyKaijyu]

🐎Wind moves the curtainTake a thirty-minute solo walk every weekend, reflect on your weekly actions, write down one adjustment for next week’s routine, and use quiet reflection to refine your positive daily habits steadily.

[天天开心 @JeremyKaijyu]

🦸The phone rings from parents in the villageYears later, a young girl named Zoe visited the lighthouse, carrying a copy of the “Selfie Legacy” book. She was a writer, and she wanted to tell the story of the legacy, to share it with even more people. She took a selfie in front

[天天开心 @JeremyKaijyu]

🤪Sanatorium with family Water, relaxationThey sat in silence for a moment, listening to the quiet, feeling the warmth of the café, feeling Elara’s presence all around them. The memory flower on the counter blo

[天天开心 @JeremyKaijyu]

🧔At the factory: a united team, goals are achievable and clear!Split big scary targets into five-minute quick tasks, cross off finished items fast. Short rest breaks restore confidence to get back on your steady life track.

[天天开心 @JeremyKaijyu]

🌷The secret to quality: attention to details is our key to customer trust!Watch grey wild geese drift across pale soft autumn sky, thin cool wind carries dry leaf scent and lets all heavy work pressure fade into open quiet natural peaceful moments alone outdoors.

[Alexander Koch @alexkoch_ai]

Today, we’re launching Tau’s humanoid cleaning service in San Francisco at $30 per hour.

Access is initially invite-only as we scale operations. If you don’t have an invite yet, join the waitlist at https://t.co/JrRpjIzRZv.

All footage is shown at 1× speed. Each humanoid is jointly controlled by a human operator and AI.

[Ruben @rdominguezibar]

Sequoia's thesis: the next $1T company sells work🏗️, not software

Sell a copilot and you compete with every model release. Sell the outcome, books closed, contracts reviewed, claims handled, and every AI improvement widens your margin instead of threatening your product.

The insight most people miss: for every $1 spent on software, roughly $6 goes to services.

SaaS chased the software dollar. AI chases the services dollar at software margins.

Not AI for accountants. The AI accounting firm. Not AI for lawyers. The AI law firm

The winners will look like services firms rebuilt on software infrastructure, and most founders are still building copilots.

Which dollar are you chasing?

[100F.exe @100F_exe]

CHINA VS US: THE HUMANOID ROBOT RACE IS HEATING UP. ⚠️

Forget the AI race.

The real competition is happening in robotics.

And it's accelerating fast.

[WifeByHusband @wifebyhusband]

Mini Ye concert 👀

[中川雅博 / Masahiro Nakagawa @ TBS CROSS DIG @mshrnakagawa]

Showing his respect to @nvidia Jensen Huang, Japan's METI minister Akazawa showed up with a leather jacket on at the the government's physical event. 赤沢経産大臣が革ジャンを着て登場。

[George Sivulka @gsivulka]

https://t.co/aLTltYpmcj

[三ツ村崇志/Takashi Mitsumura🌏 @mtmrtksh]

三菱自動車がヒューマノイドロボット開発のHighlandersとフィジカルAIの量産に向けて基本合意と。

三菱の京都工場にある有休施設を活用し、2027年の量産化を目指しつつ、同社工場内での活用も検討していくとか。

大量生産して、試して、改善して…大企業とタッグでこのループの加速に期待。

[Sahil Bloom @SahilBloom]

WARNING: Longer post (but worth reading or bookmarking for later).

Your life has seasons.

Each one is unique. Characterized by its own distinct desires, struggles, opportunities, and identity.

But one reflection I've had recently is just how easy it is to completely disassociate with the present season.

To give all your time and energy toward a longing for some nostalgic memory of a prior season or an anticipation for some beautiful state of a future season.

You look back at the past and all you see is sunshine. Because it all worked out. You forget (or glaze over) the struggle you endured. You're here today. You made it. You're alive. You're doing fine.

You look forward at the future and dream on what could be. You'll have so much more. More freedom. More purpose. More health. More deep connection. More everything.

The past is beautiful and the future feels limitless. So, logically, you slowly start to treat everything about the present as the bridge. A dash connecting your past and your future. A gap to be crossed as quickly as possible.

Everything you do today is in anticipation of some eventual end state.

I'm doing this now, so that I can have that later.

Unfortunately, the danger of that dissociation with the present is significant. You may spend your entire life living for a future that has a decidedly mirage-like property. You inch closer, but when it's right in front of you, it disappears and reappears on the horizon.

You may spend your entire life skipping through the present, deferring your presence, your joy, and your very humanity to a future that never comes.

In a classic French fable, a young boy is gifted with a magic ball of golden thread. He's told that if he simply pulls on the thread, time will leap forward. The catch, of course, is that once it's pulled, it can never be put back.

The young boy takes advantage of the newfound powers. Each time he's faced with a boring day at school, a frustrating set of chores, or a scolding from his parents, he pulls the thread, skipping through to the good parts.

As an adult, he continues, leaping through mundane struggles in his marriage, the friction of having a newborn, and the boredom at work. He finds himself pulling on the thread more and more, avoiding even the most minor inconveniences of his life.

But when he wakes up one day and sees an old man looking back at him in the mirror, he's filled with regret. He realizes in that moment that as he chose to skip through the boredom, struggles, and friction, so too did he miss the real texture of being alive.

How often do we all do the same? How easily do we default into this disassociation? Disconnecting from the present in anticipation of some future.

A mentor recently asked me this:

"Where are you going and why are you in such a rush?"

It hit me hard.

And to be honest, I haven't stopped replaying those words since he said them.

Why are you in such a rush?

The world wants you to rush into everything. Rushed decisions. Rushed conversations. Rushed relationships. Rushed timelines.

In doing so, you slowly relinquish your agency. You give up your claim on your own life. Surrender authorship to a pen that was never even yours.

In a world that wants you to rush, the ultimate act of rebellion is presence.

Be in the season you're in. Don't romanticize the past, don't fantasize the future. Be here. Be now. Be in this. All of its texture, depth, and struggle. All of its joy, tension, and pain. Sit with the uncertainty. Become friends with it. Fall in love with it.

Because every single thing you do today is something your younger self dreamed of and something your older self will wish they could go back and do.

The good old days are happening, right now.

And the next time you find yourself skipping through the present, remember these words:

Where are you going and why are you in such a rush?

[Tetsuro Miyatake @tmiyatake1]

サンフランシスコでサーキットを作って3台のポルシェをドライブできる体験が開催された。

2,000人以上が登録して1,000人以上が参加したらしい。

Off Topicでも予想したが、今年はリアルなプロモーション企画がめちゃくちゃ増える。

https://t.co/bIudlNNTnz

[Brian Armstrong @brian_armstrong]

How to keep AI spend flat while token usage grows exponentially: Not with friction and spend alerts. With better defaults, routing, and caching.

Better Defaults (not Usage Caps) – Engineers can choose any model they want, but defaults matter. We’re experimenting with defaulting to open weight models like GLM 5.2 and Kimi 2.7 through our LLM gateway, while still encouraging engineers to choose the right model for the task. 91% of our employees were never hitting their usage caps, so instead of lowering caps and driving up alerts, we're moving to cheaper defaults. Note that code reviews use a diversity of models, so they can check each other's work.

Better Routing – In our custom harnesses, we preprocess prompts and route to the best model for the job, considering cache hits and model pricing. For instance, you may want a frontier model for planning, but not for execution where they can be overkill. Ultimately, humans shouldn't be choosing models - AI can automate this task.

Better Caching – Cache misses are the easiest way to drive your cost up. All of our requests are cache aware, so we’re reusing a warm cache wherever possible. For example, our cache hit rate went from 5% → 60% in LibreChat once properly implemented.

Keep Context Lean – Start fresh sessions when switching tasks. Scope file context narrowly. Disconnect unused tools. Don't just compact. The goal isn't fewer tokens used, it's fewer tokens wasted.

Better Visibility – Our engineers can use as many tokens as they want, from whatever model they want, but we’ve made usage visible – and the more you spend on AI, the more impact we expect.

The goal isn't to suppress usage. It's to build the infrastructure that makes exponential growth sustainable.

Putting this into practice has cut our AI spend nearly in half, while our token usage continues to grow.

[Prompter @PromptLLM]

Crazy take from Claude

[テック系ベンチャーキャピタリスト @maru56]

CVCなみなさん、事業部との連携、M&Aまでちゃんといけてますか？？　IPOだー！わーい！となってませんか？

「大企業と新興とのシナジーが事前の想定ほどには生まれていないことだ。親和性のありそうな新興に幅広く少額出資したものの、協業のイメージの曖昧さや事業のスピード感の違いで新規事業の創出に至らないケースも多い」

企業の新興投資、脱「広く薄く」　グローバル・ブレインがCVC改革 -https://t.co/lrehwUssbS

[Coral Capital @coral_capital]

【アメリカのロボットの中身は、日本製だらけだ】

🤖日本が握る隠れた寡占構造

ヒューマノイドロボットにおいて、アメリカは「頭脳」を支配し、中国は「インテグレーション」を積極的に推進しています。しかし「ボディ」は、圧倒的に日本製です。この支配的地位は偶然ではありません。系列構造と、四半期決算よりも世代を超えた生存を優先する長期的な資本配分戦略の結果なのです。アメリカ企業が利益率を高めるために製造を海外に移転していた頃、日本企業は品質を確保するために垂直統合を進めていました。

筋肉：ハーモニック・ドライブ・システムズは、ロボットアーム、手首、指に使われる軽量・コンパクトなギアを製造しています。ナブテスコは肩、腰、膝に使われる高耐久のサイクロイド減速機を製造し、産業用ロボット関節のグローバル市場の約60%を握っています。

神経：SMCは日本の空圧機器市場の64%、グローバルでも約3分の1を掌握しています。キーエンスはハードウェアセンサーでソフトウェア並みの利益率（50%超）を叩き出し、ロボットがミクロン単位の精度で物を認識できる視覚システムを提供しています。そしてその視覚システムの「網膜」にあたるCMOSイメージセンサーを製造しているのがソニーです。ソニーはこの分野でグローバル市場の53%を握っています。

骨格：THKは直線運動を支えるレール状の精密部品（LMガイド）を世界に先駆けて開発し、現在はヒューマノイドの手に特化した駆動装置（アクチュエーター）の開発を進めています。

[早船 明夫 | Next SaaS Media Primary 運営 @CraftData2]

直近で集計した国内SaaS企業データから従業員一人当たり売上高ランキングです。MAXで手間いらずの5,330万円、下位企業で1,400万円程度。ピュアSaaS以外の事業が入っているケースもあるので、参考数値ですが、投資や人員計画において目安にしていただけるかと思います。