sephiroth ♣️

#Trader #Coder #Crypto
🎲 Investor | Engineer | Arbitrageur
🐳 Always optimistic, Keep curious keep learning

[sephiroth ♣️ @tenyears102]

又是一年TI决赛, 感慨一下, 转眼TI6夺冠都过去10年了, 一个DotAer最美好的夏天

【【wings夺冠最后5分钟】单车和DC全程高能无尿点解说】https://t.co/0YxezODWrz

[sephiroth ♣️ @tenyears102]

看看有生之年能不能看到癌症被彻底攻克 $MRNA

[sephiroth ♣️ @tenyears102]

看好 $INTC 就是因为相信陈立武.

[sephiroth ♣️ @tenyears102]

昨天央视才开始播放长者的纪录片, 今天朱镕基就逝世了, 也是充满人格魅力的一组搭档了 🙏

[sephiroth ♣️ @tenyears102]

@thsottiaux @hqmank 谢谢你, 首席重置官 🤠

[sephiroth ♣️ @tenyears102]

应用侧还在早期, 还没有足够方便到普通白领看到就可以快速理解并应用的地步, 相对的, 还有无限空间去发展, 论国产的话workbuddy就本土化做的不错.

[Josh Miller @joshm]

Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok.

These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet.

Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule.

Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there.

Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash).

Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027.

Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

[sephiroth ♣️ @tenyears102]

@thsottiaux app端(ios)使用远程功能控制mac codex工作时, 如果任务结束了, 希望在app这边加一个push(可选项)

[sephiroth ♣️ @tenyears102]

@jheioff 这样的交易所如果还不被速速提空倒闭, 在座的各位都有责任.

[sephiroth ♣️ @tenyears102]

听了张小珺对廖恒的访谈, 有一句话还是有那么些许新的感悟, 廖恒竞聘的时候的表述, 能提供的是自己的失败经历, 而且是有很多的失败经历.

回头看, 每个人的成功都是天时地利人和难以复制, 而失败的教训相比是更好的可以节约时间的宝贵资产.

[levent @__alpoge__]

hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final

((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2 z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3, has jacobian determinant -2, and sends (0, 0, -1/4), (1, -3/2, 13/2), and (-1, 3/2, 13/2) to (-1/4, 0, 0)

[sephiroth ♣️ @tenyears102]

@AlphaguyTrading 理论是跨领域自助学习, 不过我感觉市场对AGI的定义Agent可以替代人类应该就是了, 尤其是非SOP的工作, 能实打实的把人力成本降下来, 电力+算力成本<人工就算成功, 起码就给了规模化的动力了, 现在这个标准感觉都还踉踉跄跄.

[sephiroth ♣️ @tenyears102]

除了编程和短剧, 大多agent还是在幻觉下的玩具阶段, 不过有分歧才有机会, 如果把这一轮的算力视作过去的石油电力, 那现在还相当早期, 短期的fomo会褪去, 长期的故事可能在路上, 结合地缘政治, 我决定把宝压在 $INTC 身上.

[sephiroth ♣️ @tenyears102]

重新看Altman的博客, 又有新的感悟 https://t.co/ilcFUSFpnl

[sephiroth ♣️ @tenyears102]

好像突然想明白了一点痛苦的根源, 从之前做的事情到现在, 其实是凹性策略到凸性策略的变化, 每天都会做左右脑的打架, 曾经是看明白了在做, 现在是做了之后才可能知道, 依然很痛苦, 因为需要调整我的性格, 不过痛苦里有一点希望, 似乎是因为我找到了痛苦的原因.

[sephiroth ♣️ @tenyears102]

每天都在痛苦, 每天都在修心,
每天都在修心, 每天都在痛苦.

[sephiroth ♣️ @tenyears102]

每天都在痛苦, 每天都在修心,
每天都在修心, 每天都在痛苦.

[sephiroth ♣️ @tenyears102]

看了多模态的云玦手表demo, 对未来的赛博朋克世界又多了期待, 永远做多人类做多科技做多未来

[sephiroth ♣️ @tenyears102]

@Metabape @Lighter_xyz @bitget bg的盘口深度很多是假的, 之前做跨所套利的时候就发现了, ws拿到的和成交的只有bg是误差最大的

[sephiroth ♣️ @tenyears102]

@WallStreet0Name get, 这就加入小虾训练语料再去复盘学习 🫡