倪潇逸

[可愛い猫🐱速報 @pwkwjwt]

乗りな、相棒

[倪潇逸 @SDYY996]

@Raphael1402X @grok DONE

[Elon Musk @elonmusk]

Cybercab safety

[倪潇逸 @SDYY996]

@felixprehn GOLD

[Amazing Nature @AmazingNature00]

❤️ Rescuing a Mother Cat on the brink of Death

[Angelo Giuliano 🇨🇭🇮🇹 @angeloinchina]

China is already leading in top management education — my personal journey at Fudan University.

This is another example of where China has moved up the world ladder.
Look at the latest FT global EMBA ranking. A Fudan-linked program is world number one. Six of the top ten are Chinese or jointly run with Chinese universities. Elite executive education has already moved.
I did the Chinese Fudan EMBA fifteen years ago. It was a privilege. I just realised it is now ranked world number one by the FT. Quite shocking. I want to share that classroom, because the ranking only confirms what I saw then.
I went in thinking I was reasonably prepared. Back home I had what would be considered a high math level. In that room it became one of the most humbling experiences of my life. I had been a big fish in a small pond. Suddenly I was a big fish in a big pond full of big fish. The saying is 小巫见大巫 (xiǎo wū jiàn dà wū) — a small magician meeting a great one. I was the small magician, surrounded by bigger magicians, smarter people. That feeling returned more than once. A large share of classmates were STEM graduates — engineers and operators who had already built factories or scaled technology. Quantitative fluency on another plane. Builders first, not salesmen.
In China, the more one learns, the more humble one becomes. Arrogance about knowledge only shows how little one sees of what remains to learn.
Many classmates were Party members, some already at senior levels in Beijing. Their overall competence — IQ, technical depth, command of files — was far higher than that of most Western politicians. A scary thought from Europe.
That class already showed where the country was heading. Since then China has changed in almost every dimension: infrastructure, industry, science, cities, logistics, digital systems, military modernization, technical talent. The workshop became a systems power.
China will go much further. The conditions are there: human capacity, infrastructure, planification, and a system that can still set long-term priorities and deliver them. This is not 拍马屁 (pāi mǎ pì) — flattery.
I am Swiss-Italian. I care first about my own countries. That is why it should alarm us — or inspire our societies to deliver tangible results.
I happened to do the top one.
Sit in that room and the ranking is less surprising. Late recognition of what was already visible fifteen years ago.
The knowledge gap stayed with me.
My Chinese classmates knew their own history, their constraints, and the West in detail — markets, politics, media, corporate language.
The reverse was rare. They studied us.
We recycled slogans about them.
The cultural difference was in full display.
Chinese classmates showed wisdom in silence and listening. They waited, then spoke once and hit the point. Westerners — myself included — filled the air, thinking out loud. One talked five minutes to circle an idea.
The other listened twenty and settled it in a sentence. Volume is not intelligence. The sharpest people were often the quietest.
Chinese wisdom arrives in few words. A short remark, then the point stands.
I went looking for a credential. I found a country that already knew itself better than we knew it — and was quietly building the capacity to lead.

[Tibo @thsottiaux]

A few weeks at OpenAI feel like years at other companies in terms of how much gets done. Crazy how much you can age in a few days

[茜羽(あかね) @i_am_akane01]

この動画はAIではありません。
実在する本人です😭

私は元日本代表として7歳から17年間スポーツを続け、引退後約5年間かけて、アスリート体型から今の女性らしい体型を作ってきました。

AIと誤判定されたのは少し悲しいですが、本物の人間です🥹

[Alex Finn @AlexFinn]

11 Grok Bot tips that will make your setup SO much more powerful:

1. Make your first bot a CEO. Then make all your other bots workers the CEO delegates to. Push all tasks through your CEO agent

2. The best way to create bots for yourself is the brain dump -> reverse prompt method. Brain dump EVERYTHING about yourself then ask your agent what are the best agents you can make that will increase your productivity

3. Reverse prompt your routines. After setting up your bots, ask your CEO agent what are the best routines each bot can set up to increase your productivity.

4. Set up your plugins. My favorite one is AgentMail. It’s free and lets you give your agents an email inbox so they can then sign up for their own accounts instead of using yours.

5. If you have multiple devices and computers, download Tailscale (it's free) on all of your devices. This creates a private network which will allow your agents to move across all your computers and manage them however you want

6. Connection your agent to GitHub/Vercel/Cursor Origin so it can vibe code for you. Will write code and push the code live autonomously for you

7. Give them actual names, not just ‘coder’ or ‘marketer’. Way more fun this way. I just enjoy communicating with agents that have real names so much more. Put their roles in the title instead (will display next to their names).

8. Grok Bot has its own limits outside of Grok Build and Cursor, so don’t feel like you need to limit yourself on the other tools to get the most out of Grok Bot

9. If you have a bunch of different agents, create 'sections' to organize them into folders

10. They by default do all of their work in the virtual machine. if you want them to do work locally on your computers, explicitly ask them to do work on your computer

11. Install the Notion plugin then have your agents record their work in a Notion note. You can then review this later to track everything they do independently.

Boom, you have a super powered team of AI agents working for you

[Felix Prehn 🐶 @felixprehn]

I interviewed an investor who co-founded a Quantum Fund with George Soros in 1973.

That fund returned 4,000%+ in the same time the S&P did 47%.

Jim Rogers sat down with me & shared insights every retail investor needs to hear right now:

1) Buy gold & silver if it's price drops

[Tibo @thsottiaux]

Computer history is here.

[倪潇逸 @SDYY996]

@PeterLBrandt 感谢数据与分享

[The Factor Report @PeterLBrandt]

This is a massive Cup and Handle
The mother of all C&Hs
It has broken out
Price is retesting
Price is going MUCH higher
Question is when of course
$SI_H

[The Factor Report @PeterLBrandt]

True short story here

Hey anyone in MN or from MN
Ran across this in my files
Page 1 biz section of the Mpls Red Star from back in early 1980s

Here's the story. I took my family from Chicago and moved them into a township of 1,400 people occupying about 35+ square miles. 30 miles for my kids to school each way.
Super rural. But on wonderful lake. What a super place to raise my boys. Favorite years of my life, no close second.
So, I needed 5 or so different phone lines at my home. The phone company had to come in 1/4 miles with a trencher. They said I had the most lines in town.
When they asked me why so many lines
I told them I was a professional gambler (kind of true)
They only knew the truth when the newspaper came out on Christmas day 1983

[Anil Menon @astro_anil]

I’ll never forget this sight. Tonight I saw my first aurora from space. Luckily, there is a video to help remember and captured it perfectly. The KP index was over 5 tonight because of a solar event and the sky over Australia lit up and the green snaked across the atmosphere. I was filled with awe and gratitude. It’s a beautiful planet we share.

[The Great Martis @great_martis]

Japan🇯🇵 is currently executing what may become the most catastrophic monetary policy error in modern financial history.

The Bank of Japan (BOJ) is trapped in a brutal, zero-sum macroeconomic corner: they cannot raise rates aggressively without completely nuking the finances of the most heavily indebted nation in the developed world, yet holding off means watching their sovereign bond market slide toward a systemic collapse.

By burning billions in foreign reserves to artificially prop up a dying Yen while simultaneously printing money to buy their own crashing bonds, Japanese policymakers are essentially holding a grenade with the pin pulled.

If this experiment detonates, it will make Arthur Burns’ 1970s stagflationary missteps look like a minor accounting error.

🚨 THE JAPANESE DOOM LOOP: Why a Economic Crisis is Unfolding

1. The Burning Yen & Empty Buffers

The Sinking Currency: The Yen continues to languish near historic 40-year lows against the US Dollar.

Desperate Interventions: Tokyo is burning through its real-money reserves, executing massive FX "ambush" interventions..selling US Treasuries to buy Yen.

The Limited Impact: This multi-billion dollar defence is failing. The market is absorbing the intervention cash and continuing to dump the currency because the underlying structural math is broken.

2. A Sovereign Bond Market Under Siege

Yields Exploding: Long-term Japanese Government Bond (JGB) yields are hitting multi-decade highs, with 40-year yields breaching 4%.

The BOJ Left Holding the Bag: Traditional institutional investors are fleeing the fixed-income market. To prevent an outright market freeze, the BOJ is forced to act as the ultimate "buyer of last resort," absorbing more than 50% of all outstanding government debt.

3. The 250% Debt Trap meets an Aging Demographic

The World’s Highest Debt: Japan’s gross national debt sits at an astronomical 250%+ of its GDP.

The Math of Ruin: If the BOJ raises short-term rates aggressively to protect the Yen, government interest payments will explode exponentially.

Demographic Collapse: A rapidly aging, shrinking workforce cannot generate the tax revenue needed to cover skyrocketing debt-servicing costs. Raising rates directly threatens to bankrupt the state's social safety net.

4. The Onset of Vicious Stagflation

Imported Inflation Shock: Because Japan imports the vast majority of its energy and food, the obliterated Yen has triggered a massive cost-of-living crisis.

Drowning Living Standards: While basic survival costs surge due to global supply shocks, real domestic GDP growth remains functionally stagnant.

The Policy Trap: Japan has effectively engineered a worst-case scenario: a hyper-inflated cost of living paired with an economic growth trajectory that is completely flatlined.

Curtains.

[The Factor Report @PeterLBrandt]

The best reason to learn risk management:

So you do not have to make the same dollar over and over again

I like to earn it, then keep it, or most of it

[RJ @RJDAIGOGO]

路透社：消息人士称，中国上海企业爱盛纳已开始量产国产浸没式DUV光刻机。爱盛纳与上海宇立昇共用地址。

一位知情人士表示，中国已开始量产国产浸没式深紫外（DUV）光刻机。这是先进芯片制造的关键技术，标志着北京在降低对外国技术依赖方面迈出了重要一步。

据该不愿具名的知情人士透露，这项生产工作由鲜为人知的中国国有企业上海爱盛纳电子科技集团主导。该公司整合了多家中国顶尖光刻���创企业的团队。

这一进展是习近平主席高度重视的全国半导体自给自足计划的一次胜利，但短期内不会对荷兰供应商阿斯麦（ASML）构成实质性商业威胁。

DUV是长期由阿斯麦主导的关键芯片制造设备。
科技媒体《The Information》周一率先报道称，上海一家身份不明的国资背景公司已开始制造该设备，并计划今年生产约5台，2027年生产约20台。路透社是首家报道该公司具体身份的媒体。

知情人士表示，爱盛纳的DUV设备预计还需要进一步测试，目前远未达到与阿斯麦同类产品竞争的水平。

不过，一旦成功部署，中国芯片制造商在西方政府进一步限制外国光刻设备出口或售后服务时，��拥有替代设备来源。

《The Information》援引两位知情人士称，这些国产浸没式DUV设备预计今年将交付给中国主要芯片制造商，包括中芯国际（SMIC）、华虹半导体和存储芯片厂商长鑫存储（CXMT）。
浸没式DUV设备在投影镜头与硅片之间使用一层水，从而能比传统干式系统打印出更小的电路图案。这类设备可用于生产多种芯片，也可通过多重曝光（同一层反复曝光）来制造更先进的半导体。

阿斯麦、中芯国际、华虹和长鑫均未立即回应置评请求。

周一《The Information》报道后，阿斯麦股价下跌8%。周二欧洲开盘后，该股下跌1.6%（截至格林尼治时间09:06），与欧洲其他芯片股表现大致相当，但弱于泛欧斯托克600指数。

爱盛纳由上海资本与技术背景���持

企业登记显示，爱盛纳成立于2023年8月，注册资本70亿元人民币（约10亿美元），仅有两家国有股东——上海电气控股和上海国际信托旗下子公司。
外界对该公司知之甚少，其没有官网，也未公开披露任何运营信息。知情人士称，公司已整合了去年开始测试DUV原型机的光刻初创企业宇立昇（Yuliangsheng）以及上海微电子装备（SMEE）的团队。
SMEE和宇立昇（后者是华为背景设备厂商SiCarrier的关联企业）都深度参与北京的半导体自给自足努力。

企业及招聘记录显示，爱盛纳与宇立昇共用上海同一地址。
爱盛纳及其股东、SMEE和宇立昇均未回应置评请求。
追赶阿斯麦
美国已禁止中国购买阿斯麦最先进的极紫外（EUV）光刻系统，荷兰出口管制也限制了其对部分先进DUV设备的获取。
尽管北京推动自给自足，中国仍是阿斯麦的重要收入来源，占其今年上半年净销售额约16%。虽然无法获得先进EUV设备，中国芯片厂商仍大量采购较不先进的DUV工具。
路透社去年12月曾报道，中国已成功建造一台EUV原型机（制造全球最先进芯片的关键设备），但距离量产仍需数年时间。

尽管市场有所反应，分析师认为这一消息短期内不太可能影响阿斯麦的盈利轨迹。
摩根大通分析师在周二的研报中写道：“生产少量浸没式DUV设备，与能够用于高产量制造的设备完全不是一回事。高产量制造看重的是良率、套刻精度、吞吐量和数千次晶圆运行后的可靠性。”

报道：新加坡 Fanny Potkin；额外报道：台北 Wen-Yee Lee；编辑：Eduardo Baptista、Miyoung Kim、Raju Gopalakrishnan

[倪潇逸 @SDYY996]

还记得你何时加入 X 吗？我知道！#我的X周年纪念日

[倪潇逸 @SDYY996]

@PeterLBrandt 你现是世首富了😎