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ChatGPT开始“学习你怎么工作”!DeepSeek Harness开源即爆火,逼近4万星【Vic TALK第1766期】
Vic TALK· 2026-08-14 00:15
Industry Trends & Technology Updates - The artificial intelligence industry has officially entered the era of combining "brains and limbs" [1] - OpenAI officially launched ChatGPT Computer History, allowing systems to learn work skills, habits, and retrieve context [1] - OpenAI introduced GPT-5.6 Sol Ultra Fast, achieving speeds up to 14 times faster while noting that higher speed increases token costs [1] Market Competition & Regional Dynamics - DeepSeek officially pushed out DeepSeek-V4-Pro and open-sourced DeepSeek Harness v0.1 [1] - Meta continues to experience core talent outflow within the artificial intelligence sector [1] - Domestic Chinese models demonstrate price advantages alongside capability gaps compared to competitors [1] Financial & Commercial Metrics - VIP paid community membership is priced at 500 USDT with permanent validity [1] - GMGN specialized registration channel offers a 20% transaction fee discount [1] - Binance and OKX exchanges provide transaction fee discounts of 20% and 30% respectively [1]
Bill Ackman Just Bought 6 New Stocks
Joseph Carlson After Hours· 2026-08-13 21:14
Portfolio Strategy and Investments - Pershing Square deployed **5 billion** dollars in cash opportunistically to build six new holdings during current market environments[3][44][50] - Bill Ackman initiated positions in Visa and Mastercard as a collective buy to capitalize on global payment networks[43][44] - Intercontinental Exchange is anticipated by Pershing Square to achieve low-to-mid-teens growth supported by favorable macro tailwinds[44] - Alcon is identified as a leading ophthalmology company projected to generate mid-teens earnings growth and multiple expansion[44] Market Trends and Sector Analysis - Semiconductors and tech hardware comprising **8%** of companies and **22%** of market capitalization drove nearly **85%** of S&P 500 year-to-date gains[48] - More than **90%** of companies in the S&P 500 collectively contributed less than **2%** of the overall index return[49] Company Performance and Valuation - Netflix stock experienced a **75%** drop from peak to trough during subscriber loss crises before rebounding significantly, with current expectations of nearly **20%** annual earnings compounding[11][22][35] - S&P Global valuation declined from **25** times to **19** times earnings per share following market concerns over artificial intelligence disintermediation[38] - Uber is on pace to grow earnings approximately **35%** this year while trading at a valuation multiple of **19** times earnings[45] - Meta is viewed as a clear beneficiary of artificial intelligence, driving accelerated revenue growth in core advertising and compute monetization[45]
Meta is not well positioned in the AI race, says Elevation Partners' Roger McNamee
CNBC Television· 2026-08-13 18:32
Let's turn back to AI where earlier this week Meta founder Mark Zuckerberg posted another manifesto about 6,500 words in length. This one was about the importance of open-source AI models which Meta has remraed with the launch of Muse Glimmer this month and more to come. But Zuckerberg's manifesto has been widely met with skepticism and even derision.One tech news outlet calling it deranged. The Verge saying Mark Zuckerberg doesn't understand how to live. And our next guest calls it science fiction that is ...
Anthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/2026
Bloomberg Technology· 2026-08-13 17:58
>> "BLOOMBERG TECH" IS LIVE FROM THE HEART OF SILICON VALLEY, WITH ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." COMING UP, ANTHROPIC IS REPORTEDLY EYEING ONE OF ITS BIGGEST ACQUISITIONS YET, A $6 BILLION DEAL FOR A. I.STARTUP DECART TO HELP IT SQUEEZE MORE PERFORMANCE OUT OF ITS COMPUTING INFRASTRUCTURE. PLUS, COREWEAVE WARNED INVESTORS THAT SHIFTING FROM ITS EXCLUSIVE USE OF NVIDIA A. I.CHIPS IS GOING TO COST THEM TIME AND MONEY. AND CERBERUS ALSO OUT WITH RESULTS, SHARES SLIDING AFTER UNDERWH ...
Current with Christine Romans – Aug. 13 | NBC News NOW
NBC News· 2026-08-13 17:58
>> NOW STAY WITH US. THE NEWS CONTINUES RIGHT NOW. >> GOOD MORNING.IT'S 10 A. M. EASTERN AND 7 A.M. ON THE WEST COAST. I'M CHRISTINE ROMANS.LET'S GET YOU CURRENT BREAKING THIS MORNING, A WEATHER EMERGENCY IN THE MIDWEST. WATER RESCUES AND EVACUATIONS AS RAIN INUNDATES, INDIANA. WE'RE LIVE IN THE STORM ZONE.A DEADLY MILITARY HELICOPTER CRASH IN TEXAS. TWO SOLDIERS KILLED THE INVESTIGATION INTO WHAT CAUSED IT. NOW UNDERWAY.ALSO BREAKING THIS MORNING DISTURBING REPORTS OF DIRE CONDITIONS ON BOARD THE USS ABRAH ...
Lo spazio solo vostro | Angelo Annibaldis | TEDxTursi
TEDx Talks· 2026-08-13 16:31
Sono le 3:20 del mattino, non sto dormendo, sono in piedi accanto al letto e so benissimo come ci sono arrivato. Mentre tutti gli altri dormono, la mia mente viaggia veloce, i meandri che non posso descrivere a parole. La mia stessa stanza mi sembra ovattata come dietro un vetro.Non ho nulla di cui temere, eppure ho paura, tanta paura, una paura senza oggetto, senza nome. Per anni questa è stata la mia normalità, in parte lo è ancora. E quello che vorrei raccontarvi oggi è dove quella paura è nata e perché ...
Meet The Team - Frank Downing
ARK Invest· 2026-08-13 14:11
Industry Background - Research organization focuses on artificial intelligence and cloud computing sectors [1] - Research team combines financial investment expertise with hands-on applied technology experience [3] Business Operations - Research directors possess prior practical experience working with global data center infrastructure [2] - Platform infrastructure scales to serve billions of users globally [2] Organizational Strategy - Company was established in the year 2021 [3] - Organization recruits technology experts instead of relying exclusively on traditional financial personnel [3]
X @Bloomberg
Bloomberg· 2026-08-13 11:10
Meta faces significant product changes in a trial over the mental health of children. https://t.co/9UkkEun7Ls ...
Sleep Apnea Expert: 1 Billion People Have This And Most Go UNDIAGNOSED! | Dr Andy Galpin
The Diary Of A CEO· 2026-08-13 07:00
Everything you see in this table has a strong scientific evidence that it will help with sleep. >> So, we're going to dig into all of those in great detail. >> So, the first one is a really good one. Kiwis. >> Kiwis. >> Yeah. So, there's been good studies on them. So, if you have two to three kiwis before bed, you'll see people sleeping better. Next on our list is sleep divorce. People generally don't sleep as well when you're in the same bed as others. Next, we want this. >> This is more evidence than the ...
X @Bloomberg
Bloomberg· 2026-08-13 04:50
Meta says it has removed access to more than 750,000 Instagram and Facebook accounts in Australia believed to belong to people under 16 since it began complying with the country’s landmark youth social media ban last year https://t.co/dP86fN7AIl ...