推特：https://x.com/victalk6886 Telegram :victalk2021 00:00 本期重点：OpenAI、Token额度与AI股暴跌 00:54 点赞评论支持本期内容 01:12 GPT-5.6为什么消耗更多Token？ 02:39 付费用户增加18% Token，5小时限制回归 03:41 新GPT模型传闻：OpenAI继续对抗Claude 04:21 OpenAI月活突破10亿人 05:26 AI攻防演练：4.5天执行17600次操作 06:10 Grok语音模型发布，能力与价格如何？ 07:06 Grok 4.6与4.7发布时间表 07:19 Claude沉寂，Gemini免费生成10个视频 08:06 AI产业链股票本周疯狂暴跌 09:31 国产大模型靠价格优势抢占市场 10:11 总结：AI需求增长与估值泡沫的拉扯 #AI投资 #人工智能投资 #AI股票 #AI美股 #美股投资 #科技股投资 #AI赛道 #AI产业链 #AI概念股 #AI龙头股 #AI算力 #AI数据中心 #数据中心投资 #半导体投资 #半导体股票 #芯片股 #英伟达 #NVIDIA #NVDA #A ...

Binance tokenised stocks soar to $500+ MILLION.In less than two months, @Binance's tokenised stocks ('bStocks') have exploded to reach an AUM of more than $500 million.The @cz_binance founded platform now offers tokenised versions of more than 7,000 different stocks including @Tesla $TSLA and @JensenHuang's @nvidia $NVDA. ...

[music] Welcome to uh YC Mountain View special edition of YC Paper Club. I'm thinking about some of the feedback was like kind of making it theme related. So today it's the YC kernel and chip club.So the trend that I see in lab with Stu and John that we talk about all the time is this like specialization that's happening. Uh we saw it with um TPU8 the I and the T version zebra fish and sunfish. Is that what it's called.It's like to make an ASIC you need such activation energy. Um and now and there wasn't en ...

Market Trends & Industry Dynamics - The broader market correction is primarily concentrated within the artificial intelligence sector, while the S&P 500 remains heavily influenced by technology stocks [1] - Bitcoin has remained stable within its trading range, and Ethereum has demonstrated remarkable resilience despite broader market expectations [1][3] - The impact of the S&P 500 on Bitcoin has been relatively limited, showing signs of decoupling from a major crypto wipeout [1] - Investment strategy shifted toward closing crypto short positions from the $120k level, securing profits, and accumulating Bitcoin and Ethereum through Dollar-Cost Averaging [1][2] - Short positions on specific technology and corporate equities are being maintained as a market hedge, with plans to gradually close the Coinbase short position following a recent equity investment [2] Financial Performance & Asset Returns - MicroStrategy short positions generated significant profitability with a decline of 64.8% from the entry point [2] - Coinbase short positions yielded substantial gains reflecting a drop of 51.8% [2] - SanDisk and Palantir short positions achieved strong returns with decreases of 49.4% and 40.6% respectively [2] - Netflix and IBM short positions performed profitably, recording losses from entry of 34.3% and 32.2% respectively [2] - Microsoft and NVIDIA short positions contributed to overall gains with declines of 28.2% and 8.6% respectively [2] - Apple and the S&P 500 moved against the short strategy, registering increases of 26.2% and 4.0% respectively [2]

Macroeconomic Policy and Market Trends - US Federal Reserve maintained unchanged interest rates due to persistent inflation pressures [1] - Dow Jones Industrial Average plummeted over 1,100 points alongside steep declines in S&P 500 and Nasdaq driven by rising Treasury yields [2][3] - United States personal bankruptcy rates exhibited an upward trend amid high inflation and elevated interest rates [8] Corporate Financial Performance - Meta Platforms shares dropped nearly 10% following second quarter earnings misses and disappointing revenue outlooks [3] - Microsoft reported fourth quarter revenue of $90 billion driven by cloud computing and artificial intelligence growth [4] - Starbucks posted better-than-expected third-quarter sales and raised full-year guidance [4] - Ford Motor Company lifted its 2026 outlook following stronger-than-expected earnings [4] - Micron Technology stock surged 637% over the past year amid a memory chip super cycle [5] - Carvana shares fell 15% after 2026 earnings guidance missed Wall Street expectations [5] Industry Developments and Investments - Energy sector and private investors announced multi-billion dollar investments in Kentucky, including $100 billion for the Paducah gaseous diffusion plant site redevelopment [6] - Meta, Google, and BlackRock invested $265 million in apprenticeship programs for artificial intelligence data center electricians and carpenters [7]

I'm Jessica Edinger, CNBC. Wall Street opens Thursday morning after a dramatic sell-off for stocks on Wednesday. The Dow's plunge was its worst since April of 2025.And the stock drop in the session began well before the Fed decided to hold interest rates steady. President Trump with a fresh threat for Iran oil prices surged. The Dow down 1,153 points, more than 2%.It was led lower by shares of Caterpillar, which were down almost 7%. Goldman Sachs down 5%. Nvidia shares down three and a half% Wednesday.The S ...

Was Starship flight 13 a success. Yes. No.What are the nuances we should be looking at. >> The cost decline for inference at the frontier is kind of on like my most recent calculation. It's 97fold annualized.>> I don't see the case for many businesses wanting to use a Chinese model. >> Hello everyone and welcome back to another episode of the brainstorm. Today we are down Sam but Tasha is here.Brett, as always, uh, we are talking Starship, SpaceX, and then we are going to look at the AI frontier because we ...

Market Trends - DeepSeek gains popularity among users due to its cost-effectiveness, high speed, and task effectiveness [1] - The artificial intelligence industry experiences an escalating price war as Meta and Grok release cheaper models [2] - Nvidia and multiple other enterprises actively increase investments in American open-source artificial intelligence initiatives [2] Industry Challenges - Industry critics question whether major artificial intelligence laboratories excessively mark up token pricing [2] - Enterprise clients express concerns regarding application programming interface routing transparency and profit margin expansion at the user's expense [3]

Anthropic CEO Dario Amodei has joined the AI tech trend of trying to deflect White House ire onto someone else - in this case, Jensen Huang of Nvidia, writes @parmy (via @opinion) https://t.co/btlBdbBQ67 ...

Nvidia alone is down $238B since Friday's close, and Samsung just had its worst day in nearly two decades.Watcher.Guru (@WatcherGuru):JUST IN: 🇺🇸 Over $1 trillion erased from the world's most valuable chip stocks this week. ...