Lily🫧

6年美股投资者 | AI & Physical AI & Robot研究者

[Lily🫧 @LilyAiTrade]

2026年成为一个执行力很强的人🦾

[Lily🫧 @LilyAiTrade]

Codex 的 20x 取消订阅了，用着不仅降智降额度还慢的离谱

把Claude 5x 升级到了 20x，A社虽然爱作妖，模型是无可否认的强

[Lily🫧 @LilyAiTrade]

经常被封号，还要想各种办法给他交钱的，也就Claude了

Claude opus 5.5 真的夯爆了

[Lily🫧 @LilyAiTrade]

Muse 新玩法，由于它是运行在美国的云电脑上，你可以让它帮你注册谷歌账号，注册Claude，然后全程让它操作Claude，这样是不是就不会被封了🤔

邀请码：4PMII0
https://t.co/T7PJMgdfT6

[yetone @yetone]

One more thing

https://t.co/sJYZ79tGdx

[Lily🫧 @LilyAiTrade]

我的任务迁移轨迹

最开始在龙虾，然后搬到Hermes，然后又搬到Grok bot，现在又搬到Muse

下一站是哪？

[Lily🫧 @LilyAiTrade]

你们现在才联合声明要放缓研究，Gemini 表示她已经放缓一年了

当然最郁闷的是老黄，还有持有 AI 股票的我

[Lily🫧 @LilyAiTrade]

还是OpenAI会营销，突然不那么想使用新模型 Astra了，再推迟一周吧，我要再开一个plus账号，囤重置卡😂

[Tibo @thsottiaux]

We will give one banked reset for every day you don't have access to Astra on your paid ChatGPT plan, starting today. Team is moving mountains to give access as fast as we can.

First one will land in ~ 3 hours. There is still time to create your account if you don't have one.

[Lily🫧 @LilyAiTrade]

codex额度缩水很严重，今天中午重置的，x20还没聊几次呢就25%没了🥲

[Lily🫧 @LilyAiTrade]

DeepSeek 要涨价，梁圣变梁子

算力还是很紧缺，基础设施还需要继续建设，AI股还能逢低买入

[Lily🫧 @LilyAiTrade]

GPT5.6降智了，算力根本不够用

Capex 谁敢降，谁想输在起跑线

今年不会降，明年也不会

[Lily🫧 @LilyAiTrade]

有什么办法，让AI写出好看的UI

[Lily🫧 @LilyAiTrade]

从盈利到亏损
真的很搞心态

[Lily🫧 @LilyAiTrade]

苹果罕见全球大涨价：Mac、iPad最高提价300美元，直言存储芯片成本“涨疯了”

存储你就搅吧，早晚搅崩

[Lily🫧 @LilyAiTrade]

搅吧搅吧 搅崩了才好

[Lily🫧 @LilyAiTrade]

还有多少人在用 openclaw 和 Hermes

[Lily🫧 @LilyAiTrade]

Claude Code limit以后任务立马暂停了

这点真不如Codex，Codex在limit以后当前任务没有跑完会继续跑，直到结束

[Lily🫧 @LilyAiTrade]

有机会买到 $100 以下的 $SPCX 不？

[Lily🫧 @LilyAiTrade]

A➗名不虚传

[Anthropic @AnthropicAI]

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: https://t.co/bwn0sximKZ

[Lily🫧 @LilyAiTrade]

@diamondhandjs 光

[Lily🫧 @LilyAiTrade]

我现在买AI股的逻辑

有token焦虑，继续买基础设施
token焦虑减少，减持基础设施，加仓软件
token自由了，全仓软件

现在处于token极度焦虑阶段，继续全仓基础设施

[Lily🫧 @LilyAiTrade]

哈哈哈笑死
fable 属于敏感肌
碰一下就降成opus4.8