lvyang

[lvyang @lvyoungyoung]

@allen_su1024 LLM 是能干活的，而现在的机器人是不能的。

[lvyang @lvyoungyoung]

@Balloon_Capital 他到底买不买股票，每天都是宏观，看的云里雾里的😂

[lvyang @lvyoungyoung]

@chenreason 错误的理解：GPU 滞销了。
正确的理解：在云大厂和 AI lab 纷纷自研 ASIC 时，英伟达要确保远期优势，必须培育一批只提供英伟达算力的云厂商，否则，它会逐渐被边缘化。

[lvyang @lvyoungyoung]

Good, now we know Meta is not giving up its own model. It still need more compute😂

[Alexandr Wang @alexandr_wang]

First, Mark was clearly talking about the industry’s progress on agentic capabilities on the whole.

But, while we’re on the topic: Our next Muse Spark update is coming soon. Big improvements in coding and agentic capabilities to be more competitive with other leading models.

Excited to get these into your hands—will be rolling out to Meta AI and our new API!

[Alexandr Wang @alexandr_wang]

First, Mark was clearly talking about the industry’s progress on agentic capabilities on the whole.

But, while we’re on the topic: Our next Muse Spark update is coming soon. Big improvements in coding and agentic capabilities to be more competitive with other leading models.

Excited to get these into your hands—will be rolling out to Meta AI and our new API!

[lvyang @lvyoungyoung]

@gch_enbsbxbs 需要争论的是 Meta 到底是认输了，还是没认输，只是想通过这种办法回回血。

[lvyang @lvyoungyoung]

@mtrainier2020 肯定不是做传统的云生意，像 xAI 那样整租算力就好了。

[lvyang @lvyoungyoung]

@The_AI_Investor 然后市场担心 GPU 过剩，下跌😂

[lvyang @lvyoungyoung]

@rickawsb 是他自己要被模型吃掉了，大部分五百强并不会

[lvyang @lvyoungyoung]

@wangwatchworld 不知道评论区能不能让博主改变一点自己的观点😂

[lvyang @lvyoungyoung]

@kingluffywang 谁说要砍 CAPEX 了？

[lvyang @lvyoungyoung]

@dakekang 我没啊，我只是对比下美国县城

[lvyang @lvyoungyoung]

@TingHu888 谈的是封装基板，和大 A 的 PCB 有什么关系？

[lvyang @lvyoungyoung]

@freearkshaw 假的

[lvyang @lvyoungyoung]

@dmjk001 别慌，这是封装基板，大 A 基本没关系的

[lvyang @lvyoungyoung]

@DarioCpx what happened to JPY？

[lvyang @lvyoungyoung]

@cnfinancewatch 这么说博通和 marvell 也被台积电卡脖子，台积电还被 asml 卡脖子。供应链本来就是一环套一环啊

[lvyang @lvyoungyoung]

@PRCAngel 额，这是没见过美股的小盘科技股吗？

[lvyang @lvyoungyoung]

@JidanzaiDashan @Carlos_Gong @grok 哈哈哈哈。不要屏蔽啊，不然看不到你这么搞笑的回复了