晴天

web3.0

[Race @multiplanet1]

Elon Musk got rejected by Netscape. He walked into the lobby, was too shy to talk to anyone, and walked out. Never got the job.

At his first company Zip2, the board demoted him. Twice. They refused to let him be CEO.

He got fired from PayPal as CEO while flying to his own honeymoon. The board voted him out mid air.

He almost died of malaria in 2000. Ten days in intensive care. Lost 45 pounds. A day from death.

His first child died at 10 weeks old.

His first rocket exploded. Falcon 1, flight one. Burned on the pad.

His second rocket exploded.

His third rocket exploded. The last of his money was nearly gone.

Tesla nearly went bankrupt in 2008. The closest he ever came to a nervous breakdown.

Both companies almost died on the same Christmas Eve.

He was sued by investors. Mocked by the people who built cars before him.

His childhood heroes, the astronauts who inspired him, testified against his company to Congress.

The Cybertruck window shattered on live stage in front of the world.

He overpaid for Twitter by his own admission and watched its value collapse.

He was beaten unconscious as a child and thrown down a flight of stairs.

He has said he goes to sleep alone and it kills him.

He failed in public, over and over, for thirty years.

He is the richest man in the history of the world.

The difference was never the absence of failure. It was the refusal to stop after it.

[Roland.W @rwayne]

《金瓶梅》中的一段话，李瓶儿对潘金莲说：
“这世界上的事凡是禁止的，往往都是有好处但不想分给你的，凡是提倡的往往是有坑，需要你去填的。”

[Mimi😽 @Mimix1907]

Dünyanın en güzel 4 kadını aynı ortamda😍 En güzelini seçemedim bile

[VibeWant @newcryptospace]

In the AI sector, the AI coding space saw explosive, hockey-stick growth from early last year through June of this year. Anthropic perfectly timed the wave, scaling its ARR in just one year to surpass OpenAI and claim leadership of the category.

However, this phase is likely to moderate in the second half of the year. The core reason is that AI token costs have yet to see a true step-function breakthrough. Real inflection will only arrive when token economics plummet—much like internet access costs did decades ago—turning AI into a ubiquitous, must-have foundation for everyone.

That's when the second act begins: the explosive takeoff of AI agent "vibe coding," especially autonomous agents. Only then will a new generation of giants emerge to surpass today's leaders.

Bottom line: The past 18 months of AI coding demand has been primarily for programmers and developers. The next massive leg up will be for agents—and ultimately for everyday people.

[晴天 @txwtxw_eth]

@jiujinshan2022 向前冲

[晴天 @txwtxw_eth]

@jiujinshan2022 不经历涨跌风雨，怎么见冲飞天彩虹🌈

[晴天 @txwtxw_eth]

@hibtc37

[VibeWant @newcryptospace]

In the near future, today's mathematicians and scientists will be viewed the same way we now look back on ancient wizards from thousands of years ago, Confucian scholars from centuries past, and the priests of old churches — fascinating relics of a pre-AI era.

In the coming Algorithmic Paradigm Era, we will face an inevitable explosion of mathematical proofs. The vast majority will surpass humanity's limited time, energy, and cognitive bandwidth to fully understand, analyze, or explain. So how do we evaluate and incentivize these formally verified, correct mathematical proofs that humans can no longer comprehend?

VibeWant's Human- or AI-Created Knowledge Valuation Framework offers a powerful new solution. For novel, formally verified mathematical proofs and the emergent knowledge generated by AI, there is no need for human authorities or gatekeepers. Instead, value is discovered, priced, and rewarded through pure market mechanisms. Over time, the laws of nature and evolutionary dynamics will naturally filter and surface the most valuable knowledge for both the global AI network and human society.

[晴天 @txwtxw_eth]

@jiujinshan2022 买美股人生

[Bruce J @BTCBruce1]

AI的十年大牛市才刚刚开始
千万不要用牛马视角去审视今天的美股
什么涨了很多了、市值一万亿很高啊
一定要摒弃这种寒门思维

在决定未来国运的 AI 军备竞赛中
中美两国都会开启国家级的“放水”
美国的路线是国债驱动 + 资本杠杆
中国的路线是专项国债 + 国家队大基金

AI 装备竞赛已经不再是单纯的商业竞争
而是上升到了国家安全和主权的层面
中美必然会持续动用国家财政与货币工具
即广义的印钱来维持在 AI 领域的绝对竞争力
这些钱最终会流向哪里？
能源、基建、GPU、芯片、存储等等

会不会导致通货膨胀？
会，但这是一种定向的、结构性通货膨胀
而不是所有物价齐涨的全面通胀
发展 AI 装备竞赛的“印钱”在短期和中期内
会造成 AI 核心生产要素：
也就是芯片、电力、AI、人才的剧烈通胀
以及科技资产的价格泡沫

但不会造成社会的恶性通货膨胀
因为这些钱没有直接发到普通老百姓手里
去买面包和牛奶
而是变成了算力服务器和厂房
最终的结局是科技巨头富可敌国
AI 资产价格飞天

生产力的巨大提升会诞生几个10万亿的企业
比如 $GOOG $NVDA
同时诞生几十个1万亿以上的企业
比如 $MU $MRVL $AMD 等等

AI未来十年的发展会让物质生活极度充裕
充裕到大家想吃什么就有什么
想用什么就用什么
当然奢侈品除外
因为奢侈品本身也是一种伪需求
比如爱马仕的包和那个塑料壳品牌的表rm
装逼属性大于实际用途

如果真的把他们放到义务的顶尖工厂里
凭借现代化的工业流水线和自动裁革机
一天能产出成千上万个
所以这些东西对普通人而言不算是基本需求
而是人为制造出来的稀缺性和阶层筛选机制

今天在奇点牛市面前
你只管All in AI
剩下的交给国家去竞争
让老黄，劈柴哥，马斯克，Dario他们去努力

[晴天 @txwtxw_eth]

@huangdidiaisol 👍

[晴天 @txwtxw_eth]

@jiujinshan2022 牛，冲

[晴天 @txwtxw_eth]

@jiujinshan2022 好的👌

[37度 @hibtc37]

这些判断，值1亿美金！可以多转发和署名转载☺️

[37度 @hibtc37]

都是两个月前文章，但含金量也是1亿美金，三位数姨太很多人不信，等着瞧

这一路来，我被E子社区某些粉丝，轮番喷成筛子了😆

[晴天 @txwtxw_eth]

@jiujinshan2022 我龙虾没拿住，600卖了。

[晴天 @txwtxw_eth]

@huangdidiaisol 机会往往在大家失望不在时候

[晴天 @txwtxw_eth]

@nangongyuan 中本聪跑路消失了，资金没动。

[晴天 @txwtxw_eth]

@huangdidiaisol 冲