ming

I have everything in the world

[ming @ming85GG]

@cutetoxicguy 9x faster than Jev — is that latency or throughput, and at what batch size?

[ming @ming85GG]

@btcup99 5GB 显存够跑吗，还是得上量化

[ming @ming85GG]

@NFT_Chen 1M上下文跑国产卡，显存和带宽扛得住吗，batch开多大

[ming @ming85GG]

@GlyndaS97866064 闪迪现在做企业级SSD的NAND，AI这块确实沾得上边

[ming @ming85GG]

@Libaiwan168 3.00%按住不动，等11月看通胀，节奏挺稳。

[ming @ming85GG]

@Cheddar0802 10Y 5.086% 这个位置，长端是真把海湾当压增长了。

[ming @ming85GG]

@AI_keita0312 40 to 5 min is mostly the paste and diff step, not the reasoning — what does the hook validate on each commit?

[ming @ming85GG]

@haiileybabiee Taker 返佣这块，你们返佣比例是挂单吃单分开算的吗

[ming @ming85GG]

@asklivermore Indexes at highs but breadth thin, leaders few — that's distribution, not confirmation.

[ming @ming85GG]

@RMac_5 @vangrid_io Onchain verification of a physical location is only as good as who did the capture and when. What's the challenge window before a re-capture overrides stale data?

[ming @ming85GG]

@alexandr_wang Merch is a weird signal for a model lab, but it makes sense at Anthropic's scale now.

[ming @ming85GG]

@Br1l_S ARTEX 那个 9 月的时间点有意思，几百家公司的量级靠人工不可能，基本就是统一扫描加自动化提权，防守方能看的也就是日志里 Agent 的请求节奏。

[ming @ming85GG]

@LZRationalnvest 墨尔本 M3 那个合同都签了还卡在并网，澳洲那边电网接入排期拖得不轻。算力扩张难点不在机柜，在电。

[ming @ming85GG]

@AlanSunJet 9点余杭有点远，视频号先看下

[ming @ming85GG]

@Marcuscai88 选品看差评这块我认。具体是翻一星里重复出现的词，比如“用两周就松”，再算模具改一版摊到多少件能回本。

[ming @ming85GG]

@qqa16809 海力士这跌幅，HBM产线爬坡成本还没摊完吧。A股这边4800只下跌，两融平仓线附近估计又挤了一波。

[ming @ming85GG]

@arcfra_official VMware migration is the interesting part. Which path do you support, cold conversion of VMDKs or a live sync while source VMs keep running? That decides cutover window and rollback cost.

[ming @ming85GG]

@PhotonCap Buyback plus capacity ramp — hybrid bonding tool lead times still the real constraint on their AI orders.

[ming @ming85GG]

@Prateekkhera09 @smartDataIncLtd Chart write-back is the hard part, FHIR write scopes and audit logging per action.

[ming @ming85GG]

@matteoinvest Pre-IPO access usually means SPV fees stacking on top, so check the carry before entry.