Howard

[Howard @cottontail2000]

@jessyshen 说明这是好生意，比什么AI 有更高的margin

[Howard @cottontail2000]

@jessyshen 这个affirm跟跟本跟这个新闻没关系，这个Kai 不知道看到了什么

[Howard @cottontail2000]

@jessyshen 人工扫描做的是把文件放到扫描仪上还是人工OCR?

[Howard @cottontail2000]

@jessyshen 这个数据很难拿到啊，怎么知道这些明星管理人的每笔进出基金仓位？

[Howard @cottontail2000]

@jessyshen 二代直接创业成功的有几个明星，但总成功率很低，相比之下老中大厂跳出来再创业成功率高很多

[Howard @cottontail2000]

@jessyshen 事实上，有一个能提高标注效率，有效提高清洗数据的工具是这行的壁垒，

[Howard @cottontail2000]

@jessyshen https://t.co/P5eRBoDksC

[Howard @cottontail2000]

@jessyshen 报名

[Howard @cottontail2000]

@jessyshen reserve啊

[Howard @cottontail2000]

@leeoxiang @readwise save

[Howard @cottontail2000]

主耶稣的恩典：《哥林多前书》16:13–24（第60天） https://t.co/PqvipiUeSo

[Howard @cottontail2000]

@wildwall1984 说得好！

[Howard @cottontail2000]

@sv_techie @Kiaman121564x @RedDevi52539977 I guess You mean HW without SW is useless? I checked AVGO xpu, it is basically. DSPs wrapped by HPM modules, who is going to write the magic compilers for these DSPs? only big companies can afford manually craft software in DSP for their models, the XPU SOM is not that big.

[Howard @cottontail2000]

@sv_techie @Kiaman121564x @RedDevi52539977 Why the hype for xpu? Amd can not solve cuda lib, how can ASIC which is even harder to program win ? did I miss something or no one cares about ASIC adaption for the existing cuda based software ecosystem? Look at google TPU, any major LLM model runs on that?

[Howard @cottontail2000]

@Mrcryptoxwhale Done

[Howard @cottontail2000]

@haidaocz @fi56622380 @bboczeng 你是指Qualcomm?

[Howard @cottontail2000]

@PranavRawal23 AVGO bought those sunset software companies and the company is still labeled as an ASIC giant with growing potential and a fat PE ratio, with a large portion of the E from those second or third tier sunset software divisions.

[Howard @cottontail2000]

@feltanimalworld @readwise save thread

[Howard @cottontail2000]

@feltanimalworld @readwise save the thread

[Howard @cottontail2000]

good to know