Jack Sun

[Jack Sun @e177777]

@TJ_Research 哎呀！希望到時候我們微軟不會又被定義成硬件股，再被殺一波吧 lol

[Jack Sun @e177777]

@TJ_Research SpaceX市值已經要超越微軟了lol

[Jack Sun @e177777]

@AYi_AInotes 確實，而且微軟真的很會"賣產品" lol
但我覺得"霸權"依舊會在AI時代發揮的淋漓盡致，最強的2~3的模型捕獲絕大數經濟價值的可能較高，微軟真的要趁現在的分發/治理/信任優勢努力些，他們的執行力真的令人擔憂...市場可不會等他們

[Jack Sun @e177777]

@geniusvczh 我是外行人，請教下，就算存好了完整skill，換掉底層的模型（如claude換oai)，不會讓結果產生偏差嗎？每次一點偏差，後面不就歪超多了？

[Jack Sun @e177777]

@MichaelGannotti I think it's great too! But many people think he's just advertising MSFT's own product. lol 😅

[Jack Sun @e177777]

@Balder13946731 貓兄還是認為微軟要走LLM大戰略呀~我倒是認為Nadella講得挺不錯的😅

[Jack Sun @e177777]

@TJ_Research 我挺認同他的說法，企業中大多行政工作流不需要最強模型，MAI若真的展現高興價比就很棒。但需要最強信任與安全性，微軟這部分也在努力中，我看也沒其他玩家可以幾年內追上。PS : Nadella最近上Hoffman的訪談講得更細緻~值得一聽
https://t.co/PZ1WdKkTzz

[Jack Sun @e177777]

@TheStockUp_ @NotA_Bull We apologize, but the market now believes that Copilot's growth in seats alone is insufficient; the need for token fees is also leading to explosive growth.🤣

[Jack Sun @e177777]

@cat88tw 我看完突然浮現利好微軟的奇妙想法...lol
可能是因為認為反而利好微軟copilot這種模型超市的策略，加上MAI跟前沿模型差距大的關係吧 😅

[Jack Sun @e177777]

@WindowsCentral That's great! At least judging from the direction of the announcements at the Build conference, there's definitely an effort to reduce token expenditures for users.😅

[Jack Sun @e177777]

@qinbafrank 不知為何看完突然冒出了利好 $MSFT 的直覺 lol
可能因為MAI太拉了，前研模型被套上鎖鏈反而有利這些沒那麼先進的特用模型???😅

[Jack Sun @e177777]

@fourweekmba AI experts will tell you how bad Microsoft products are. Those recommending investing in $MSFT are mostly finance and investment people who simply don't understand how technological gaps can cause platform collapses.😅

[Jack Sun @e177777]

@911_takuya Can I conclude that the current Copilot system already plays a significant role in automating basic administrative tasks?

[Jack Sun @e177777]

@LeoYuen13 我msft最短也拿27年6月到期的，主力甚至是28年底到期~膽子小賺少點就好

[Jack Sun @e177777]

@realroseceline This is brilliantly written. I think for most investors, the ADBE debate is really "Philosophical"—unless you happen to be an expert in AI/design/investment at the same time.

[Jack Sun @e177777]

@darrencao2024 很有趣，X上搞技術多會嘲諷推薦微軟的kol都只看財務數據，只關注其銷售渠道，但卻忽略產品力的嚴重落後。我覺得也不是沒道理，確實微軟的創新或說執行力落後很多了，但這東西感覺能追。相對的，渠道、現有生態、企業信任這些要建構比較難~

[Jack Sun @e177777]

@J_Davis132 hope you are right...😅

[Jack Sun @e177777]

@RYANHINGSHING ???

[Jack Sun @e177777]

@TJ_Research 棒棒哒!話說這期YT列的標的居然沒有MSFT@@

[Jack Sun @e177777]

@TJ_Research 太快太及時了~😘