Cecil Li | 策看世界

85928Crypto HODL since 2011
Music x AI @ TikTok

I come here to escape a censored world.

Please excuse my random lightbulb moments and stupid shower thoughts.

[Cecil Li | 策看世界 @sharkroman]

Commercial and residential buildings unfinished like a ghost town. School is operational though, the once ambitioned "Tallest Building in Asia" Tower 117 seems to have a new owner and restarting its construction project from a distance—maybe an anecdotal sign of economic recovery of China

[Cecil Li | 策看世界 @sharkroman]

@sriramsubram Hard-working with a purpose will contribute to accomplishment.

But 996 culture in some companies are "form over content" speaking from experience & observations of Chinese companies.

[Cecil Li | 策看世界 @sharkroman]

中文版：从没碰过乐器，他却靠AI创作登上纽约时代广场 ⬇️
https://t.co/a0WuBX79Ob

[Cecil Li | 策看世界 @sharkroman]

Suno's Army: Meet the Creators Redefining Music with AI⬇️

https://t.co/gyQ8HMXEwE

[Cecil Li | 策看世界 @sharkroman]

Any AI creators interested in this event in Paris? If you can't attend but interested in becoming a AI creative partner for Dreamina and CapCut, Let me know!

[Cecil Li | 策看世界 @sharkroman]

TikTok招一实习生，需要懂一些AI生图、生视频技术，base上海。欢迎影视、传媒专业，有兴趣的带作品和CV邮件我 [email protected]

[Cecil Li | 策看世界 @sharkroman]

I'm sure you've all seen the viral Veo3 videos.

But @OnerBiberkoku of @pepperroot_ai took it further by spending 10k+USD in credits to create a Music Video.

Sharing my deep dive into this topic
AI Renaissance: A Content Revolution Started with Bigfoot https://t.co/YxJbwVFedd

[Cecil Li | 策看世界 @sharkroman]

不知道有多少人和我一样最近被Veo3视频刷屏了，有幸采访到两位创作者，一位给他的大脚怪起了个名叫做Speedilla，另一位土耳其导演花了10k+USD的credit做了条MV

顺便从TikTok平台角度聊聊AI内容的版权、安全问题以及未来

全文⬇️
AI文艺复兴：一场由大脚怪引发的内容革命 https://t.co/uvjO9vHtfY

[Cecil Li | 策看世界 @sharkroman]

MAMUWT - Musk Alwasy Make Up With Trump
看看这个任期内还能玩几次分手故事

[Bloomberg Podcasts @podcasts]

In this week’s Elon Inc., the panel discusses the latest developments in the Trump-Musk makeup process, and how much cash xAI is burning https://t.co/Uu3qFMECBt

[Cecil Li | 策看世界 @sharkroman]

房子是租还是买？Rent vs Buy a home?

最近有些“先富起来”的朋友问我这个问题。面对这个选择时常常遇到的十大误区，我找了些材料做了一期分析

中文：https://t.co/75GtBl21P0

English: 10 Misconceptions About Real Estate That Could Cost You a Fortune https://t.co/f1cny6HuB7

[Cecil Li | 策看世界 @sharkroman]

@HAOHONG_CFA Mean reversion而已

[Cecil Li | 策看世界 @sharkroman]

@ychenNLP @zihan_johan_liu @lucas110550 @_weiping 太专业不懂了，问个小白问题：
Are there actual use cases of small parameter models for Math/Programming applications?

Or if the paper use 7B/14B parameer models to fast validate the hypothesis in a controlled environment

[Cecil Li | 策看世界 @sharkroman]

@FinanceYF5 点开一看，没有低于$100USD一个月的

[Cecil Li | 策看世界 @sharkroman]

@zoewangai @ns123abc Interesting, on this point "for easy problems, the programs sometimes found the answer quickly but kept thinking and made mistakes later" Humans would reconcile cognitive results from System 2 with the immediate intuition results from System 1 to be like Bingo!

[Cecil Li | 策看世界 @sharkroman]

Spent the weekend reading Nobel winner Spence's "Permacrisis" and did some self-diagnosis while writing a weekend essay.

https://t.co/tTAtIzc2EV

Coincidentally I'm in Beijing this weekend so attended professor's lecture in person at PKU. Turns out it's not that we're incompetent - the whole world is undergoing structural transformation.

AI-era anxiety is also a byproduct of 24/7 social media. Skip the doom-scrolling, recharge, and get back to work next week

[Cecil Li | 策看世界 @sharkroman]

周末读了诺奖得主斯宾塞的《长期危机》，顺带给自己诊断了一下，写了篇周末essay。刚好在北京，顺便去线下听了教授的讲座。原来不是我们太菜，是整个世界都在变——美国霸权终结、政治转型优先于经济。AI时代的焦虑也是24/7在线的副产品，周末就别刷那些让人焦虑的新闻了，好好充电，下周继续。

https://t.co/5cNQhowq5C

[Cecil Li | 策看世界 @sharkroman]

Bloomberg OddLots 最近连续制作了几期关于中国科技和文化崛起的深度访谈，其中专访“唐朝乐队”创始人郭怡广@KaiserKuo 的这期深入分析了西方媒体带来的认知偏差很有意思

策听精读: https://t.co/xbym0NM2UK

[Cecil Li | 策看世界 @sharkroman]

比特币：从市场“理性泡沫”到价值投资？

Insights from top Chinese economists—surprisingly, in a country where Bitcoin is considered a “scam”—explain why Bitcoin, a fundamentally "useless" asset, sustains its market value. Here’s what I learned:

English: https://t.co/xf2Ezmwjwr

中文：https://t.co/sXT2nWlJjq

[Cecil Li | 策看世界 @sharkroman]

长期以来，全球资本过度配置美国资产，因为美国一直是资本市场里"唯一的游戏"，提供稳定超额收益。

但现在大量资本从美国流出，转向其他市场。

对普通美国家庭而言，这种资本外流和信心下降将直接转化为更高的借贷成本。

这不仅会提高抵押贷款，还会增加信用卡债务、汽车贷款和学生贷款的负担，削弱消费能力，导致经济放缓。

这事会怎么发展，让我们持币观望

[Cecil Li | 策看世界 @sharkroman]

2017年，特朗普选择鲍威尔接替耶伦时给予了高度评价，称他"强大"、"有智慧"且"善于建立共识"。当时的选择反映了特朗普对华尔街更友好的立场。

然而，这种蜜月期很快就结束了。特朗普没料到他会坚持美联储的dual mandate，而非按照白宫的偏好制定政策。

[Cecil Li | 策看世界 @sharkroman]

特朗普宣称"立即让美联储主席走人"后，美国市场立即出现剧烈波动。这种现象极为反常 —— 通常情况下，当经济前景恶化时，债券价格会上涨(收益率下降)

但我们看到的是股票、债券和美元同时下跌的"抛售美国"情况。

如果美联储独立性受到实质威胁，情况可能恶化为类似英国特拉斯式的财政危机。