captainsheng

[梭哈.AI @SUOHA_AI]

大家可能低估了 Serenity 这篇推文的含金量

Serenity 说：如果一年要把 10 万美元变成 100 万美元，他会选 $XLU 的 OTM 2 年期 LEAPs

$XLU 是美国公用事业板块 ETF，主要持仓电力、燃气公司，是最直接暴露美国电网和发电能力的工具

美国电力已经成了 AI 竞赛的最大瓶颈， AI 数据中心需求爆炸，但美国本土电力严重不足....

巨头们非常迫切，必须想尽办法快速解决电力问题。他们一方面在美国加速建设 behind-the-meter 天然气发电厂，另一方面也在海外其他国家建数据中心和电力项目来分担压力

➤OpenAI Stargate 项目：计划投入 5000 亿美元，目标建 10GW AI 数据中心容量

➤Meta：路易斯安那大项目投资超百亿美元，可扩展到 5GW 算力

➤Amazon：宾州投入超 200 亿美元建核电直接供电的 AI 数据中心园区

➤Microsoft：160 亿美元重启 Three Mile Island 核电站，835MW 电力专供 AI 数据中心

➤Google：47.5 亿美元收购能源开发商，直接掌控可再生能源资产给数据中心用

➤Oracle：计划建吉瓦级数据中心，用 SMR 小型核反应堆直接供电

最有钱的几家公司正在把数百亿甚至数千亿美元砸进电力和数据中心，就因为电力已经成了决定性瓶颈

再看回 Serenity @aleabitoreddit 的观点

AI 电力需求暴增，必须大规模新增可靠发电和电网升级。2026 年正好碰到降息周期，这些因素叠加在一起，让电力相关板块成为一个值得关注的暴露方式

数据就在这里，真实发生的资本支出摆着。到底是不是历史性机会，时间会给出答案🧐

[captainsheng @captainsheng007]

可能把我泡妞的本事迁移到做生意上，是不是会更加成功一些？因为我发现当中有一个共通的道理—-胆大心细脸皮厚。

[captainsheng @captainsheng007]

What I’ve learned from the real economy is that it’s no different from the digital economy: your priority is always to find the sweet spot where the crowds are. In the digital space, that means capturing internet traffic. To win, you have to fight the competition,break the rules.

[captainsheng @captainsheng007]

what would you say is more important for a broke man: chasing his dreams or chasing money?

[captainsheng @captainsheng007]

Restart the fucking life

[captainsheng @captainsheng007]

https://t.co/ZLSOcRGktK is gaining popularity, and I will use this funding to further improve the product.

[captainsheng @captainsheng007]

@williamlab 操他妈的，一个科技大集团老板赤裸裸的年龄歧视，只有他可以年纪大，螺丝钉们25以上都嫌老。我呼吁25岁以上的老登，都不要买小米的任何产品。

[captainsheng @captainsheng007]

It’s time to build more products and flood the market—let’s go into full-on crazy mode.

[captainsheng @captainsheng007]

Focus on what I’m good at. I don’t know if it’s a sign or not.

[captainsheng @captainsheng007]

Many people in mainland China believe that OpenClaw can help them make money through the stock market. Are you kidding me?

[Jacob Posel @jacob_posel]

https://t.co/NzcYSXFwj3

[captainsheng @captainsheng007]

我就想问大家，你们使用OpenClaw，模型调用的钱赚回来了吗？

[captainsheng @captainsheng007]

If there’s one thing I learned from Reddit, it’s that you shouldn’t use ChatGPT to fix your statement. It easily gets flagged as a bot and will get you banned.

[captainsheng @captainsheng007]

The fundamental reality: building products is easier than ever, but promoting them is much harder. You can build with little money and lots of time—but promotion costs far more and is controlled by giant tech companies.

[captainsheng @captainsheng007]

Let the bullet fly for a while. You know how to handle a sick society with super-concentrated wealth.

[captainsheng @captainsheng007]

@turingou 是的，我的网站也是遇到过同样的问题

[captainsheng @captainsheng007]

Hello everyone, I’d like to introduce my independently developed intelligent reading assistant, https://t.co/BF3UmAHIBk. It’s a tool that helps improve reading and learning efficiency. Feel free to give it a try.

[captainsheng @captainsheng007]

After fixing bugs and refining the user experience again and again—even with a headache today—I kept pushing forward.
Now, it’s finally time to meet your intelligent reading partner. https://t.co/gRqAvson5N

[captainsheng @captainsheng007]

Every day I’m stuck between giving up and moving forward, spent two days fixing these issues:
1️⃣ New Gmail users could pay but couldn’t access the library
2️⃣ New users couldn’t upload books (403 Forbidden)

[captainsheng @captainsheng007]

You finally finish building all the features… then you look at your server bill and realize it’s way too high. Now you’re back to refactoring the backend. A trap solo developers fall into again and again.