AHaiken

在 AI 和 Web3 的交叉口蹲点 🛰️
好项目我来扒，烂项目我来骂 🔥
GitHub 宝藏 | 链上八卦 | AI 交易实验
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[AHaiken @AHaikengI]

想省掉纪要月费，先问录音能不能只留在自己电脑里。💸

Yogurt 直接录电脑的声音，会里看不到 bot，转写和总结都在本地，开源免注册。🔒

代价：首次约 5GB 模型，好一点 14GB 以上，8GB 内存起步；发言人区分目前只在 Mac。录前先打招呼。⚠️

下次开会，你还请 bot 进会吗？

https://t.co/LPKWHxfVO0

[AHaiken @AHaikengI]

从公开权重里读出用了哪块芯片。听着像科幻。🔍

前 OpenAI 研究员 DePue 称，DeepSeek、Kimi、MiniMax、蚂蚁 6 个新模型对上禁运 Blackwell。他写用 B300 把 V4-Flash 起始权重复现到逐位一致。但报告写了：看不出芯片在哪、是否违法。未见回应。⚠️

那芯片又是从哪来的？

https://t.co/GxnK9kNGVY

[will depue @willdepue]

I have a major result to share.

I’ve found conclusive forensic evidence that the top 4 Chinese AI labs—DeepSeek, Moonshot, MiniMax and Ant Group—have built their newest models on NVIDIA’s most advanced Blackwell chips, which are barred from export to China.

This sounds insane, but I discovered that almost every AI model carries a hidden signature of the GPU that trained it. When a model is first set up, the starting values of its weights are laid out in a pattern that depends on the exact GPU. Each combination of GPU and seed number produces a unique pattern—a sort of fingerprint of the hardware used to create the model. Traces of that pattern survive training into the published model.

Again, this evidence isn’t based on any insider information or leaking. It’s based on a forensic analysis of the model weights released by the companies themselves.

I searched more than six trillion combinations of chip layout and seed number and matched them to open-weights models. In doing so, I found conclusive evidence that six Chinese AI models—including DeepSeek-V4-Pro, Kimi K3, and MiniMax-M3—were initialized on NVIDIA Blackwell systems. Four of the models match Grace Blackwell, the GB200 and GB300 parts in NVIDIA’s flagship liquid-cooled rack-scale systems.

I then verified these results on real hardware. Running unmodified PyTorch with the seeds I’d recovered, a Blackwell B300 reproduced DeepSeek-V4-Flash’s untouched starting weights bit for bit, and a rented GB200 reproduced Kimi K3’s to a correlation of 0.999995. A Hopper H100 reproduced none of DeepSeek-V4-Flash’s, and changing the seed by one broke the match. (DeepSeek’s seed is 953049583 by the way.) The method also was verified to match 24 known open-weights models to the hardware that developers said they used.

It is exceedingly unlikely that these results are a coincidence. Across six trillion combinations, the best accidental match should reach only about 8 sigma (i.e., eight standard deviations above what random chance would produce). The real matches range from 49 to 1,385 sigma, and even the weakest single test hits 20.

These were data-center-scale training runs. With some analysis of release schedules and model details, I estimate that the largest, Kimi K3 and DeepSeek-V4-Pro, used 2,000 to 3,000 Blackwell GPUs each. Clusters of this size cost on the order of $150 to $200 million each to buy, and across these labs alone would add up to more than half a billion dollars of export-controlled GPUs, not counting experimental compute or otherwise. It’s quite likely that we see multi-billion dollar expenditure on export-controlled GPUs.

I am highly confident in this result, and it has been independently verified by senior researchers at OpenAI and Anthropic. You can read the full report at https://t.co/YOtzND0Jqk.

There is much more I’ve identified about these models through other forms of checkpoint forensics like this, and will have more to share soon.

[AHaiken @AHaikengI]

8月卖英伟达，11月黄仁勋下课、股价大跌。反差够大，但先别定罪。⚡

OGE 278-T：8/21卖出一笔50万–100万美元NVDA。路透社引白宫称由独立经理人管理，否认利益冲突；同一份8月申报里也有买入。🧭

8/21收盘214.72，11/12常规盘收166.19，跌22.60%。这是调仓，还是太巧？📈
https://t.co/CWe1KoHGpZ

[AHaiken @AHaikengI]

黄仁勋不是留任，是即时辞任。⚡

官网和8-K：辞去CEO、总裁和董事，克雷斯任临时CEO；首次设董事会主席。🧭

路透、CNBC称有婚外关系报道，官网只致谢。

纳斯达克11/12常规盘收166.19（-4.34%），盘中低148.80；盘后167.84（+0.99%）。📈

临时CEO能稳住，还是等永久人选？
https://t.co/UNU7aRSJ5O

[AHaiken @AHaikengI]

全 GitHub 最不装的仓库名：AiToEarn。别人还在讲 AGI，它直接讲怎么赚钱。💰

一人自媒体能用它批量出图文视频，排期发到抖音、小红书、YouTube 等 14+ 平台，再接商家推广，按成交、互动或播放结算。

链路完整，不是套壳。自动点赞关注可别硬上，小心被限流。⚠️

https://t.co/vy5FLGX1Jl

[AHaiken @AHaikengI]

别急着点 Merge。

「docs: dependency audit notes」这种 PR，这几天是来偷密钥的。⚠️

Aikido：4837 个被盗账号探测了 61764 个仓库，至少 1800 多个跑过窃密程序，随后回滚删记录。

看到这标题或 wfx-docs 分支，先去查并轮换密钥。📌

https://t.co/KciZQw30Rj

[AHaiken @AHaikengI]

手机 Agent 最烦的是：它在点，你只能干看着。

Mika 把活藏进了后台屏幕。

📱「群里今天聊了啥」：它翻完微信再总结，你照刷你的。
🛒 挑好商品加购，付款前停下问你。
🧠 不接 API，像人一样看屏幕点按钮。

⚠️ 要开无线调试，权限很大，先拿闲置手机试。

https://t.co/Qrj774RfxK

[AHaiken @AHaikengI]

董事会还没公布黄仁勋去留，马斯克已经在 X 上举手了。😏

Zerohedge 喊「Elon please hire Jensen」，他回：「That would be an honor。」

这不是聘书，是一句公开表态，董事会结果也还没出来。

别把这句话当成反转信号。他愿雇，不等于事已经定了。📌

https://t.co/WAdxkkHz1Q

[Elon Musk @elonmusk]

@zerohedge That would be an honor

[AHaiken @AHaikengI]

纳斯达克要摘牌，第二天收盘涨 8 倍。不是写错。⚠️

NXXT 今天美东开盘暂停，预计转 OTC。长期不够 1 美元，刚连续两次 1 拆 10。前一天跌 93%，收 0.19 美元。

11 日收盘 1.70，涨 812%，盘中最高 3.74。盘后 2.05。不是基本面复活，是退市前炒作。👀

https://t.co/B8YZWckHIk

[AHaiken @AHaikengI]

英伟达今晚最火的，不是芯片，是老板还干不干。⚠️

纽时报道他与下属高管有婚外情；华日称董事会准备撤换，最早周三开会。他已承认不忠，调查进行中，结果还没出。

股市先砸了。币安代币今早最低155，24小时跌约6.7%。没接班人还绑在一人身上，这就是代价。👀

https://t.co/7hyLZ0PuzM

[AHaiken @AHaikengI]

烧了近 100 万美元的 Maybe Finance 黄了，开源给社区。花钱最多的记账 App，教人省钱。😂

Sure 不用手记，直接问。「钱花哪了」「订阅还在扣吗」，AI 翻流水就答，还能改预算。能连银行和交易所，Docker 自建。👍

要自己搭、自己配 key；国内银行得导账单。📌

https://t.co/rsLmo4kLqX

[AHaiken @AHaikengI]

补张图 📉

灰度 11 月 10 日在 WSJ 头版给 Zcash 打广告，红线就是那天。

结果 24 小时内 ZEC 从 1199 砸到 961，现在 978，跌了 15%。

广告打得震天响，买盘一点没响 😅

图：币安 ZEC/USDT 1 小时 K 线

[AHaiken @AHaikengI]

灰度花大钱给 Zcash 包下《华尔街日报》头版，斑马纹整版 🦓

结果广告当天 ZEC 跌 13%，今天接着跌，已到 990 美元附近 📉

「广告即顶部」见多了，这次是顶都没见着，直接地板下面还有地下室 🙃

ZCSH 本月净流出超 1500 万美元，钱不是版面能留住的。

https://t.co/OK12tpKdmx

[AHaiken @AHaikengI]

做游戏别先堆文档。这份模板默认先交能玩的。🎮

Claude Code 丢 /prototype，问几句、写简报，再交出能双击打开的小游戏。49 个角色、75 个技能。

作者测过：文档堆多了未必更好。思路对。但它是脚本和流程，不是引擎，只配 Claude Code。别指望自动做完。📝

https://t.co/8FtG8h93GB

[AHaiken @AHaikengI]

@ai2face 总需要尝试的，思维打开，不一定有效，但是正确

[AHaiken @AHaikengI]

做发布视频，不必先开剪辑软件。

跟 Claude Code 说「做一支 20 秒宣传片，带配乐」，OpenFilm 就把片子写成网页，再在本地 Studio 里看着它成型、上时间线细改。

✂️ 你改的地方写回同一份文件，agent 也看得到，会保留下来。

💡 我喜欢这个思路：agent 本来就会写网页，不用再学一套视频框架。

⚠️ 但它不是一句话出片：首次要下载 Chromium，配音和画面得自己接 key。

https://t.co/41mPNdXJxp

[AHaiken @AHaikengI]

先说结论：营收上，Anthropic 已把 OpenAI 甩开，还要上市了。📊

据《华尔街日报》援引文件：OpenAI 三季度营收约 100 亿美元，环比约增 50%，经营亏损 109 亿；Anthropic 同期近 170 亿。

路演已启动，拟发 8.25 亿股，定价 70–78 美元，上限约 643.5 亿美元，代码 ANT。📈

https://t.co/vnku5ocG0J

[AHaiken @AHaikengI]

@PrismChemAI 我花钱抄小龙虾，你们玩codex
我花钱抄codex，你们又开始玩personal agent
我没钱抄了

[AHaiken @AHaikengI]

来个屌大的救一下牛逼

0x9665f094d862f4d5c221843e019b463d3c607777

[AHaiken @AHaikengI]

回家改智能家居，还得钻进设置里翻。

直接跟 Claude 说就行。

💡 ha-mcp：「日落开廊灯」，它会写好自动化；出故障能顺着记录查。87 个工具，仪表盘和备份也能管。

🏠 数据留在局域网。官方 MCP 只能控已暴露的设备，这个能建也能修。⚠️ 授权前先开只读。

https://t.co/GuOBAf2uof