Tiramisu AI

Web3 × AI 下午茶研究补给站

中文日更精华，每周深度洞察。

韩语 TG 精华订阅：

[Tiramisu AI @Tiramisu_AI]

④ 守成: 拿住,而不是暴赚。

复利的前提是「活下来」。
稳定的高薪不是「打工人困境」,而是你最好的弹药库, 给你现金流持续买入,给你试错的本钱,给你亏了也饿不死的安全垫。投资是建在主业之上的第二套增长系统,不是替代打工的幻想。
把复杂交给制度,把时间交给复利。

[Tiramisu AI @Tiramisu_AI]

@leto_bao 字节出来、美股炒到三千万实现财务自由, 最近全网爆火。
实习小编扒了大神公开的讯息, 把他的美股投资框架拆成了一张图, 我们全体韭菜一起来逐字学习🥹

点完赞后, 告诉我, 你会照着这套框架来调整持仓吗?

[Leto Bao @leto_bao]

大家好，我叫 Leto，也就是你们口中那个「字节炒股三千万财务自由」的主角

大家问得比较多的我可以评论区集中回答下

[Tiramisu AI @Tiramisu_AI]

③ 配置:买什么,三档丰俭由人。

· 最省心: 大盘指数 S&P 500, 一台「自动换人的机器」
· 居中: 一篮子龙头 ETF(MAG7)
· 最费心: 一个行业只押一家龙头, 赢家通吃,利润高度向头部集中

[Tiramisu AI @Tiramisu_AI]

@leto_bao https://t.co/1ckqb9i2C5

大神 你看我对你的投资思路精髓 总结得如何
? 10分满分 7分能有吗? 🤪 有的话 我找老板兑换半天假

[Tiramisu AI @Tiramisu_AI]

https://t.co/njhNupd4SN

[Tiramisu AI @Tiramisu_AI]

https://t.co/njhNupd4SN

[Tiramisu AI @Tiramisu_AI]

https://t.co/E4T8jbnv3Y

[Tiramisu AI @Tiramisu_AI]

@VitalikButerin @ethereumfndn @aerugoettinea https://t.co/09n4y829DF

[Tiramisu AI @Tiramisu_AI]

V神昨晚发长文, 信息量巨大

找了咱们提拉米苏村村草给大家拆解四个核心要点

3分钟讲清楚👇

[Tiramisu AI @Tiramisu_AI]

V神昨晚发长文, 信息量巨大

找了咱们提拉米苏村村草给大家拆解四个核心要点

3分钟讲清楚👇

[vitalik.eth @VitalikButerin]

Some of my perspective on where the @ethereumfndn is going.

First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want.

The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?"

Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain.

As an analogy, let's briefly switch over to a different domain.

One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan.

My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it.

Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism.

This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate.

Now how does this all get to the role of the EF?

EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter.

This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward.

And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally.

This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself)

EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects).

At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting.

To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose.

I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like:

* Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this.

* Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash.

* Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future.

Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%.

Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations.

The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support.

EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.

[Tiramisu AI @Tiramisu_AI]

@karpathy https://t.co/sV2uTGOH8f

[Tiramisu AI @Tiramisu_AI]

OpenAI 联合创始人、特斯拉自动驾驶前负责人、"vibe coding"发明者 @karpathy 宣布加入 @AnthropicAI .
他不是去当高管，而是去做一件事：用 Claude 训练更强的 Claude。更值得注意的是，过去一年已经有六位大公司 CTO 放弃头衔跑去 Anthropic 写代码 🫢

[Tiramisu AI @Tiramisu_AI]

OpenAI 联合创始人、特斯拉自动驾驶前负责人、"vibe coding"发明者 @karpathy 宣布加入 @AnthropicAI .
他不是去当高管，而是去做一件事：用 Claude 训练更强的 Claude。更值得注意的是，过去一年已经有六位大公司 CTO 放弃头衔跑去 Anthropic 写代码 🫢

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Tiramisu AI @Tiramisu_AI]

🍵Tea Break Bites | Google I/O 2026 核心信号：传统搜索隐退，后台智能体 (Agent) 时代到来

今天（5月19日），Google I/O 2026 开发者大会释放了一个明确的行业信号：科技巨头们不再满足于“聊天机器人”，而是开始大规模部署自主执行任务的后台智能体 (AI Agent)。

随着 Gemini 3.5 Flash 模型的发布，Google 正在主动解构自己赖以生存的传统搜索模式。

核心逻辑拆解 (Key Analysis):
1⃣流量分发模式的自我瓦解
发布会上最核心的转变在于交互方式。以前是用户通过搜索框主动获取信息，现在 Google 推出了能在后台 24 小时运行的智能体（如 Gemini Spark）。它们会自动追踪特定行业的市场动态、整合复杂信息并直接反馈结果。当 AI 越过网页链接直接给出最终答案时，传统网站的流量漏斗将面临严峻考验。

2⃣从“生成内容”到“执行工作流”
新发布的 Gemini 3.5 Flash 明确将重心放在了“代码生成”和“长周期任务 (Agentic tasks)”上。这意味着 AI 正在接管多步骤的实际操作，比如自主维护代码库或进行商业数据对比。当 AI 具备了调度子任务的能力，大量功能单一的传统 SaaS 软件极有可能面临生存空间被挤压的风险，甚至沦为纯粹的底层 API 接口。

3⃣交互逻辑重塑：“提示”让位于“授权”
过去两年的 AI 都在教育用户如何写出精准的提示词 (Prompt)，而今年的基调全面转向了授权 (Delegate)。用户只需设定高维度的目标，其余的检索、比较和执行动作全由智能体代劳。

Google 的这次发布印证了当前资本市场的一个重要趋势：套壳大模型的对话式应用已经缺乏投资吸引力。

接下来的资金会加速流向两类公司：一是能提供跨软件操作权限与执行环境的基础设施；二是掌握核心私有数据的企业级协作平台。

在智能体时代，模型本身的参数不再是唯一标准，能否合法且准确地触达实际业务数据，才是真正的商业壁垒。

[Google @Google]

Meet Gemini 3.5 Flash — our strongest agentic and coding model yet.

It delivers frontier-level performance at 4x the speed of comparable frontier models — often at less than half the cost.

Generally available, starting today. 🧵

#GoogleIO

[Tiramisu AI @Tiramisu_AI]

🍵 PI正在洽谈10亿美元新融资，估值4个月内从56亿翻到110亿+。50人团队，无商业化时间表。Bessemer定义当前为"机器人的GPT-2.5时刻", 能力真实，但离生产级99.9%可靠性还远。

在这个"组合泛化"中，最出圈的demo是用空气炸锅烤红薯，训练数据里相关内容只有2条。但被忽略的关键细节：纯零样本成功率仅5%，加入人类逐步语言引导后才到95%。不是"放手就行"，而是"自然语言实时教学下的快速适应"。

研究者自己说，数据集太大，很难分清模型是真正"举一反三"还是高级"检索拼接"。所有评估也都是内部对比，行业统一基准还不存在。

你觉得这是真拐点，还是又一轮先融资再说？

[Physical Intelligence @physical_int]

Our newest model, π0.7, has some interesting emergent capabilities: it can control a new robot to fold shirts for which we had no shirt folding data, figure out how to use an appliance with language-based coaching, and perform a wide range of dexterous tasks all in one model!

[Tiramisu AI @Tiramisu_AI]

https://t.co/KiM2gDie3u

[Tiramisu AI @Tiramisu_AI]

🍵Tea Break Bites | AI 抢单手机供应链：英伟达一家吃掉的内存，比苹果加三星还多

半导体产业链正在发生一次隐秘的产能转移。当市场还在紧盯 GPU 算力时，AI 服务器已经悄悄跨界，把手伸向了智能手机的专属供应链。根据最新预测，到 2027 年，仅英伟达规划中的 Rubin 平台，其内存消耗量就将超过苹果和三星手机的总和。

👉核心逻辑拆解:
1⃣手机供应链面临产能排挤
数据显示，Nvidia Rubin 平台预计在 2027 年消耗超 60 亿 GB 的 LPDDR 内存。而同年，苹果与三星智能手机的内存总需求预估在 57 亿 GB 左右。这意味着，一家 AI 公司在单一平台上的内存需求，直接盖过了全球最大的两家手机大厂。

2⃣存储巨头向 AI 客户倾斜
LPDDR 内存因为功耗低，原本一直是智能手机的专属配置，但现在成了新一代 AI 服务器的香饽饽。面对英伟达这种财大气粗的客户，三星、SK 海力士与美光等存储厂商，自然会把产能优先分给利润更高的 AI 订单。这不仅会让手机厂商面临供应紧张，还会推高他们拿货的成本。

大模型军备竞赛的溢出效应，正在重塑硬件行业的定价权。

对于投资者来说，接下来的关注点可以从纯粹的算力芯片，适当向存储板块 (Memory) 转移。当 AI 巨头和传统手机大厂开始在同一条产线上抢产能时，掌握核心制造技术的上游存储厂商，自然就拥有了更好的业绩确定性。

[NVIDIA Asia Pacific @NVIDIAAP]

What does it take to serve agentic workloads on trillion-parameter models at 400 tokens per second per user — without trading throughput for latency?

The NVIDIA Vera Rubin platform pairs Vera Rubin NVL72 with NVIDIA Groq 3 LPX to deliver low latency on trillion-parameter MoE models with 400K-token context with a 35x higher throughput per megawatt.

Learn how the deterministic LPU chip-to-chip (C2C) fabric and extreme co-design address agentic AI's scale-up challenges. ➡️ https://t.co/LjPBByi5uB

[Tiramisu AI @Tiramisu_AI]

它叫Bob, 正在与人类进行一场工作时长耐力大比拼, 现在这位名叫 Aime的实习生在数量上略胜一筹

🫴 你赌谁赢?

https://t.co/IIzjlxBVla

[Tiramisu AI @Tiramisu_AI]

🍵 特朗普访华的隐藏变量：一条从稀土到BTC算力的暗线

① 中国控制全球约85%精炼稀土产出。钕铁硼永磁体是GPU和ASIC矿机的核心材料。2025年10月中国收紧管制时，矿机价格曾跳涨约25%。

② 当前S21级ASIC矿机价格$4,000-$12,000，挖矿盈亏平衡线约$0.06-0.07/kWh。稀土一旦收紧, @BITMAINtech @MicroBTminer @canaanio 的硬件成本上升，边际矿工将被淘汰，全网算力走势受影响。

③ 短期情绪面，中美缓和通常推升主要代币2-4%，BTC已从$79K回升至$80,900+。但分析师共识是"有限稳定框架"而非全面协议，缓解反弹可能短暂。

④ 更大的变量：鲍威尔今天卸任美联储主席，Warsh接任后倾向降息, 这对crypto的中期影响可能超过峰会本身。

⑤ 有人期待峰会推动中国放开crypto。
现实相反：中国近期加强了对加密活动和人民币稳定币的限制。稀土和芯片是谈判筹码，crypto政策是另一盘棋。

@realDonaldTrump 带16个顶级CEO访华，从 @elonmusk 到 @tim_cook 到 @BlackRock 的Larry Fink。2017年带的是能源和大宗商品企业，2026年换成了AI、芯片、金融。代表团构成本身就是美国经济焦虑的投射, 美国Q1 GDP 1.8%，中国5.1%，谈判位势已经反转。

[Tiramisu AI @Tiramisu_AI]

🍵 AWS 让 AI Agent 自己花钱了, 一个沉睡 30 年的 HTTP 状态码被唤醒了

Consensus 上讲了三天的"AI Agent 支付"，AWS 直接把产品推出来了。
Bedrock AgentCore Payments 联合 @coinbase 和 @stripe 让 AI Agent 用 USDC 自主完成实时支付，不需要人类点确认。Warner Bros.、Thomson Reuters 已经在测试。

1️⃣ AI Agent 执行任务时要调 API、抓内容、访问付费数据。以前需要人类预先设好账号和订阅，现在 Agent 遇到付费墙自动掏钱、自动付、继续干活。Base L2 和 Solana 结算，200 毫秒完成，成本低到几分之一美分。第一阶段是微支付，下一步扩展到酒店预订和商户支付。

2️⃣ 关键技术: x402 协议。HTTP 里其实一直有个 402 状态码叫"Payment Required"，1997 年定义的，因为没有合适的支付手段躺了快 30 年。现在 Coinbase 把它激活了：服务器返回 402，Agent 自动用稳定币付款，验证通过后放行。就像浏览器处理 301 跳转一样自然, 只不过跳转的不是网页，是钱。

3️⃣ 但标准还没统一。 Coinbase 推 x402，Google 推 AP2，Stripe 系推 Machine Payments Protocol。AWS 目前只接 x402 但表态会接更多。最终谁赢不看技术，看谁先跑出生态。如果你在做 API 变现或 Agent 工具相关的事，x402 文档值得现在就读起来。

💭 Crypto 找了十年的"除了炒币还能干嘛"，答案可能不是人类用 crypto 买咖啡，而是机器用 crypto 买数据、买算力、买服务。一个沉睡 30 年的状态码被唤醒，可能比任何新公链上线都更值得关注。

[Amazon Web Services @awscloud]

Agents that reason, plan, and act can now transact.

AgentCore payments in Amazon Bedrock AgentCore is now in preview. AI agents can instantly access and pay for APIs, MCP servers, web content, and other agents during execution—no bespoke billing integrations required.

Built with @coinbase and @stripe, AgentCore payments handles wallet authentication, payment processing over x402, spending governance, and full observability.

Payment is native to the AgentCore platform, governed by the same identity, policy engine, and controls as every other action the agent takes.

https://t.co/85lTTHYIqb

[Tiramisu AI @Tiramisu_AI]

🍵Tea Break Bites | 陆地电网被榨干？Peter Thiel 砸 1.4 亿把 AI 算力中心建到公海

AI 耗电太猛，陆地已经不够卷了。硅谷创投教父 Peter Thiel 刚刚领投了初创公司 Panthalassa 1.4 亿美元的融资。他们的项目非常硬核：在公海上建造漂浮的 AI 数据中心，直接用海浪发电来驱动庞大的 GPU 矩阵。

核心逻辑拆解 (Key Analysis):
1⃣算力下海，破局能源焦虑为什么要往海里跑？
因为陆地的电网容量和土地资源已经被 AI 逼到了物理极限。公海不仅有海浪能提供绿电，还有整片海洋作为天然液冷系统，甚至能绕开部分陆地上的电网环保监管。

2⃣ 算力基建的极端化
当微软、Meta 都在四处包下核电厂时，资本已经开始向海洋寻找增量。这意味着 AI 算力基础设施正在向极端化发展，常规的数据中心模式早就喂不饱下一代超大模型了。

大模型军备竞赛的下半场，本质上是一场“能源与散热”的战争。

未来的算力霸主，必然也是能源巨头。

与其去赌哪家大模型的代码写得更好，不如去关注那些能提供浸没式液冷等散热方案和新型独立能源（如微小型核反应堆）的硬核基建公司。它们才是真正能卡住 AI 脖子的底层资产。

[Financial Times @FT]

Peter Thiel, co-founder of Palantir and PayPal, is leading a $140mn investment in a US start-up that plans to use wave energy to fuel giant fleets of floating data centres. https://t.co/HAh1ijrEDw