Ling

AI moves fast. I cut through the noise.
Sharp takes on AI, tech & markets.

[Ling @chiyanling_x]

Source (CNBC, via 10bmnews): https://t.co/FYcdlWY8O6

[Ling @chiyanling_x]

Wait, what? Tesla's robotaxi bottleneck isn't regulators. It's grey kittens on grey tarmac at night, per Musk.

Cybercab fleet quadrupled to 169 while hours moved to 11pm.

Hardware scales fast. Seeing in the dark scales slower.

The cars are ready. The night is the test.

[Ling @chiyanling_x]

Source (Dow Jones, via Morningstar): https://t.co/abu0hXET6v

[Ling @chiyanling_x]

Schneider bought PTC for $22.6B, and the stock fell 10% the same day.

The market fears AI will eat software. But industrial software runs deep workflows that are hard to replace.

Maybe Schneider is buying the part of software AI struggles with most. Who's right?

[Ling @chiyanling_x]

Source (Reuters): https://t.co/pRmR1FXEuA

[Ling @chiyanling_x]

Foxconn's Q3 revenue jumped 47% to $95.4B, beating estimates. September hit NT$1T.

The driver was AI servers, not iPhones.

Foxconn swapped Apple cycles for Nvidia cycles. The risk didn't disappear, it just changed names.

AI buildout looks real. But can demand keep compounding?

[Ling @chiyanling_x]

@Erica_Codes_NJ Exactly. If users only pay for the slice they actually use, total parameter count starts looking more like marketing than economics. Is that the real shift?

[Ling @chiyanling_x]

Nvidia backed Reflection just shipped Beam, a 501B open weight model using only 23B per task. The interesting part isn't who owns the crown. It's whether open models make model pricing irrelevant. Are we heading there?

[Ling @chiyanling_x]

Source (Reuters): https://t.co/kQRZKkawqt
Source (TechCrunch): https://t.co/DpvSHekO3D

[Ling @chiyanling_x]

@MileiRayDog 浏览一下啊

[Ling @chiyanling_x]

@davelee 41 KB is the part that gets me. At some point we stop generating content and start generating the rules that create it. Thats a pretty wild shift, no?

[Ling @chiyanling_x]

@elshayib_ Fair point. But AI never competed with humans in general. It competes with the cheapest human who can do the task. Every upgrade moves that wage line higher. So the question was never AI vs human. It is at what salary AI wins, no?

[Ling @chiyanling_x]

@danellisona How? Posting? Ghostwriting? Running accounts for clients? $500 to $5K is a 10x range. Without the what, the number means nothing, no?

[Ling @chiyanling_x]

@uday_devops DeepSeek. Everyone treats open weights like the budget option. But if an open model gets good enough, every lab loses pricing power. The most dangerous AI isnt the smartest one. Its the cheapest good one.

[Ling @chiyanling_x]

@xoaanya Maybe they just got tired. Or they moved on to calling the next one AGI. So which model is the next AGI?

[Ling @chiyanling_x]

@jrya7 After the kids are asleep. That’s basically the second shift. 😂

[Ling @chiyanling_x]

@ConnorTalksAI Depends what you want. Dots for utility, Grok for chaos, Muse for ideas. No clear winner yet. What do you think?

[Ling @chiyanling_x]

@Marylou64286705 The catch is the whole mission. 26 V3 sats is a nice payload flex, but if Mechazilla grabs that booster, SpaceX just proved the economics — a caught booster flies again in weeks, not months. Launches are theater; catches are the business.

[Ling @chiyanling_x]

@davelee Love the thesis, but 'games do it from code' skips the artists behind assets. A model driving Blender does an art department's job — minutes and dollars vs diffusion's seconds and cents. Or simpler: image gen is a deepfake liability Anthropic won't touch.

[Ling @chiyanling_x]

Source (Reuters): https://t.co/voSqU2pFdh

[Ling @chiyanling_x]

TradeSun is suing OpenAI over the "Astra" name, used for its trade software since 2021.

OpenAI launched Astra Sept. 3. Another trademark clash: Sora, Cameo, io — now Astra.

Ship first, check legal later?

My bet: a settlement. Agree?