Simon

[Simon @SimonJiao]

@typeXR @IVakhlyuev @takaichi_sanae Most Chinese back in 1940s hadn’t used a single piece of industrial product and was in extremely poverty.The reason for that is another story.

[Simon @SimonJiao]

@typeXR @IVakhlyuev @takaichi_sanae With machine guns and tanks (although preliminary level) against people with knives, it’s easy to kill that much men over a period of 14 years. One nuke boom could destroy a city with millions of people right? So the power of industrial capability is of vital importance to war.

[Simon @SimonJiao]

@MdocAi 在中国东部的不少大城市，因为当地垃圾处理的产能太大，利用率不够，垃圾变成稀缺的资源了

[Simon @SimonJiao]

@typeXR 美国对日本投降后，如确实有不人道的行为，那非常令人遗憾且应该被反思。但日本并没有对它在战争中犯下���罪行进行反思，同样是事实。这是两个事情。

[Simon @SimonJiao]

@typeXR 1.大多数中国人并没有觉得以一己之力战胜了日本，但对日本在对外侵略中犯下野兽般的罪行永世难忘 2.很遗憾多数当今日本人并不了解当年对外侵略时做了什么，这不奇怪，罪犯不会教自己的子女当年怎么犯罪的 3.绝大多数中国人都认为如果再次发生类似情况（军国主义复活）必须进行彻底的清算，不管多大代价

[Simon @SimonJiao]

@typeXR @IVakhlyuev @takaichi_sanae Sadly no. China back then was a country with almost zero industrial capacity and Japan was already a country with quite some industrial power. But time has changed.

[Simon @SimonJiao]

主权债务问题，通过利率和流动性的影响，似乎成为了科技资产定价的（短期）约束前置条件。但AI技术突破带来的（中期）投资扩张和（长期）要素生产力提高，带动总产出的提升和财政空间的改善，不正是债务可持续性的最优解吗。财政扩张用于福利制度，又保障了长期消费。哪个是因哪个是果？

[Simon @SimonJiao]

@wangzhian8848 女婿只能姓金

[Simon @SimonJiao]

@fupenglondon 折现r-g主要是隐含增长率g相对高吧，相对高是因为收入规模大+市占率高，取决于ai 基建的TAM增长。r本身的敏感性不一定相对高吧，如果r变动，可能资金出于避险反而从会给到相对其他中小cap科技更高的估值

[Simon @SimonJiao]

@andrewho03 @roanoke_gal Is it possible that once frontier labs shift more resources in deploying models, operating and optimizing applications, they will become more competitive than other CSPs in cost and quality

[Simon @SimonJiao]

@IamRamenPanda AI革命本质是替代人的，不是给人赋值的。所以不会是流量入口型的巨头。应该是类似电网公��这种，不过价值量加100倍，因为智能不是完全标品

[Simon @SimonJiao]

@babyfolio So I wonder if it’s only talks or actions already taken

[Simon @SimonJiao]

@Trader_Yui1 @ShanghaoJin 上游说我也缺cash，扩产都扩冒烟了。所以最后钱流到哪里了

[Simon @SimonJiao]

@coll3ctiveworld @RHouseResearch Disclosed in the official campus overview

[Simon @SimonJiao]

@ShanghaoJin @lanque300825 搞流量就得找金老师这样的对手，各种标签都全了，也不是啥感情因素，内容多低俗主要看受众面，对这些人来说都是生意

[Simon @SimonJiao]

@ShanghaoJin @zhuanbull Just try to ignore them. Love your post

[Simon @SimonJiao]

@dermotmcg capitalism

[Simon @SimonJiao]

@mevales @SpaceNosey one step at a time bro. it’s just the beginning

[Simon @SimonJiao]

@laminarflown @SpaceNosey post the original source not just pic pls

[Simon @SimonJiao]

@ShanghaoJin @liu_shuo4202 “以存储为导向的计算”，存储要变成C位