𝒘𝒐𝒓𝒍𝒅 𝒃𝒆𝒈𝒂𝒏 𝒕𝒐 𝒃𝒖𝒓𝒏

游走在东西海岸 WS Managing Director CQF CFA

[川和 koi iok ！👊🇺🇸🔥 🇺🇦境外爱❤️习❤️🇨🇳势力 @koiiok17]

China Robot moments

[Fireside Alpha @firesidealpha]

Former $INTC CEO Pat Gelsinger warns Taiwan holds less than three weeks of energy reserves, and a Chinese blockade that browns out the island shuts its fabs for 90 days at a cost greater than the Great Depression. And no shot needs to be fired.

"Now, let's make it ugly for a second. The island of Taiwan has less than 3 weeks, a big article in the Wall Street Journal two weeks ago on this, less than 3 weeks of energy reserves."

"That should just put a chill in everybody's spine, right? Because the blockade after 3 weeks, the island browns out. When you turn off a fab, it doesn't come back on for 90 days."

"The economic impact of a brown out of Taiwan is greater than the Great Depression."

"Never do you need to do anything, a shot to be fired. You just need to say, great, no energy for 3 weeks."

"That is scary to me. We need more resilient supply chains."

[Jim Liu @jiahanjimliu]

Neoclouds: The Kimi K3 Scare

Kimi K3 caused a large scare in the AI trade as this Chinese open source model matched frontier models on benchmarks. Let me unpack what's actually going on.

Chinese Labs have much less GPUs than American Labs and yet are able to train "just as good" of a model. This implies that Chinese Labs have huge efficiencies that allow them to use much less GPUs in training. This is would imply less HBM, less datacenters, less cloud bills - the whole capex heavy buildout that the AI trade is predicated upon.

Now here's the big hole in all this logic. MoonshotAI, the Lab that made Kimi K3, is supposedly a magnitude more efficient in training than American Labs yet their inference compute consumption is the same or less efficient! Kimi K3 cost exactly the same as GPT 5.5 and slightly less than Claude 4.8 Opus High.

Some people are misunderstanding what expensive tokens mean. Yes the cost of the open source weights/topology is 0 but the amount of the compute/GPUs that you need to run the model is a metric of a efficient your inference is. Compute/GPU time is very expensive and cost of open source inference is very not free.

Now, it makes absolutely zero sense that MoonshotAI Kimi is so much more efficient in training but slightly less efficient in inference. Why? Training is a the forward pass plus backward pass and inference is the forward pass. This means that training efficiency improvements lead to inference efficiency improvements.

You know why MoonshotAI training and inference efficiencies are asymmetric? Because their "training efficiencies" come from distilling American models. If MoonshotAI had true training efficiencies they would also show inference efficiencies but they have no advantage in inference efficiencies!

AI Capex will still continue because:
1. If American Labs stop training capex, then Chinese models will also stop improving. AI progress will have stopped. American companies have never given up just because Chinese are trying to copy them.
2. Chinese model still consume alot of compute/GPUs for inference. Inference demand will outstrip training demand anyways.

[Zephyr @zephyr_z9]

After the K3 drop, Huawei has now released a real 950 SuperPoD
1 EFLOPS fp8 & 2 EFLOPS fp4
256TB of unified memory

[Jukan @jukan05]

EDA is cooked.

[Genius Tech @Geniustechw]

🚨 Kansas City firefighters literally had to take a SAW to a porta-potty to rescue a man who got stuck UNDERNEATH the toilet seat. They even had to hose him off by the fire truck afterward. 🤢🚒

​Honestly, how does someone even end up down there?!

[LongTime🤓FirstTime👨‍💻 @LongTimeHistory]

ICE disguised in plain clothes tackle elderly man in airport—assisted by TSA officer.

Agents ran away when saw they were being filmed.

So fast they left man with handcuffs on his wrist for over an hour.

"A stretcher arrived to treat his injuries... He boarded my flight," said witness.

Incident occurred inside Harry Reid International Airport in Las Vegas, Nevada.

Chris Motley doesn't have an account on this platform—so posting first full length and credited video here to help raise awareness.

[𝒘𝒐𝒓𝒍𝒅 𝒃𝒆𝒈𝒂𝒏 𝒕𝒐 𝒃𝒖𝒓𝒏 @Free_glory66]

@maoshen 还不如叫猫神
这个黄总还是乡土了

找到猫神
分个上中下季吊人胃口
说不定黄总变文贵了

哈哈哈哈哈哈哈

[Shub @shub0414]

Dead internet. This is scary.

China's AI agent, Manus AI, runs 50 Twitter accounts 24/7, completely on its own.

[Zephyr @zephyr_z9]

CC Wei: one of my competitors in South Korea, they make a huge amount of money and I'm jealous about it.

[投机实验室 @LabSpeculation]

天呐，日本一个护士大姐，把粪便注进了病人的点滴里，结果病人隔天就因为败血症引发多器官衰竭死了。

她今天被警察逮捕，理由是涉嫌杀人。

粪便混入点滴，相当于把大量肠道细菌直接送进血液，太狠了....

[𝒘𝒐𝒓𝒍𝒅 𝒃𝒆𝒈𝒂𝒏 𝒕𝒐 𝒃𝒖𝒓𝒏 @Free_glory66]

@Wutaigo @maoshen 要是
吴总相亲
估计得先让对方
买完泰国法律套餐
相不相亲不重要
重要的是投不投资、移不移民
哈哈哈哈哈哈

[作业本 @zuoyeben]

哈哈哈哈哈哈

[默默 @momoGZ0412]

博主问华山为何没游客了?
算笔帐:华山门票160，景交车往返80，索道
往返280，一个人500多。一家三口1500多，再加上住宿吃饭交通，三四千就出去了。

把公共资源圈起来发财总有一天会被抛弃

[iGeekbb @igeekbb]

摸摸头，这不比世界杯决赛精彩啊。

[YouTube全球精选 @global_bests]

在日本上班的中国小伙，请了一个日本同事吃了顿饭。

他的日本同事在这家公司服务了40年，退休的时候公司也没有搞什么欢送仪式，其他日本人也冷漠的无动于衷。
也就这个中国小伙，感觉受到这个日本同事的照顾，请他吃顿饭。
#一分钟精选视频扶持计划 #

[𝒘𝒐𝒓𝒍𝒅 𝒃𝒆𝒈𝒂𝒏 𝒕𝒐 𝒃𝒖𝒓𝒏 @Free_glory66]

@KKaWSB 然而世嘉
还是输给了索尼
转到幕后做游戏也很一般
基本上就是靠着柏青哥活着

[i Expose Racists & Pedos @SeeRacists]

🚨 Florida police tackled and broke a 15-year-old Black teen’s arm while searching for a white runaway they had just seen in a photo.

Judah Everage was on his knees with his hands in the air when officers slammed him to the ground near Wickham Park in Melbourne. He wasn’t the person they were looking for, but they still fractured his elbow. Body camera footage shows he was complying the entire time.

One officer has since resigned, but the others involved are still on the job.

This is what happens when police treat Black kids as suspects first and ask questions later. Disgusting.

Sources: Body camera footage / Local reporting

[映清歌 @qingge369]

财阀又装遥控电动玩具了?

美女一脸的绝望跟无奈……

财阀这样做的目的图啥?

[作家崔成浩 @cuichenghao]

啥意思？近日，奥运拳击冠军邹市明、冉莹颖夫妇参加某品牌方活动，冉莹颖竟与品牌方负责人十指紧紧相扣，而这个角度邹市明刚好看不见，引发了网友热议。