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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-05 18:34
Buying Twitter caused me mega pain, but it had to be done to ensure humanity took the good fork in the road.Elon Musk https://t.co/yiH46o1FSN ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-05 18:32
“Twitter was expensive, but free speech is priceless.”Elon Musk https://t.co/JESwDO1OGw ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-05 18:28
"Elon Musk buying Twitter, you changed the course of the history. You made a fork in the road. We were headed down a path of censor and of control of narratives that is unprecedented."https://t.co/3hD5REnzVw ...
X @Elon Musk
Elon Musk· 2025-12-05 18:24
Indeed, the goal was to democratize verification, rather than have it be controlled by a group of biased elites!Tim Sweeney (@TimSweeneyEpic):@tomwarren Very strange. After prior Twitter leadership treated verification as a perk nominally reserved for “the elite” by but in practice handed out by Twitter employees to friends and cronies, Elon opened it up to everyone for a reasonable price. This was a good thing. ...
如何抓住Web3.0与tp钱包时代机遇:取代Web1.0和Web2.0
Sou Hu Cai Jing· 2025-12-05 11:15
Core Concept - The evolution of the internet from Web1.0 to Web3.0 represents a shift from a read-only model to an interactive and decentralized model, aiming to empower users and enhance data ownership and privacy [2][8][10]. Group 1: Web1.0 Overview - Web1.0, known as the "read-only" phase, lasted from approximately 1991 to 2004, characterized by static web pages where users primarily consumed content without interaction [4][5]. - This era saw the emergence of major companies that created portals to display information, monetizing through advertising based on user traffic [4][5]. Group 2: Web2.0 Overview - Web2.0, introduced around 1999 and popularized in 2004, is defined by user-generated content and interactivity, allowing users to engage with platforms like blogs and social media [7][8]. - Major platforms such as Google, Amazon, Facebook, and Twitter emerged, simplifying online connections but also accumulating significant power, leading to concerns about centralization and control [8][10]. Group 3: Web3.0 Overview - Web3.0 is envisioned as a decentralized model that aims to reclaim user power and embed economic systems within the internet, promoting a more intelligent and automated web experience [10][12]. - Key features of Web3.0 include unified identity authentication, data ownership and authorization, privacy protection, and decentralized operations [12]. Group 4: Economic Implications - Users have traditionally accepted the free use of internet content, often overlooking the fact that companies profit from their data without sharing revenue with them, raising fairness concerns [13].
X @The Economist
The Economist· 2025-12-05 04:40
Whispers of dissent are growing among the Alawites in Syria. In recent months calls to arms have circulated among some in the sect https://t.co/dO10xFAxxk ...
连肝36小时不睡,00后天才工程师,瘫坐特斯拉靠FSD保命
3 6 Ke· 2025-12-05 02:43
连续36小时!xAI一员工搞工作冲刺,却引来了同事的一片叫好。 感恩节后深夜,xAI工程师Parsa Tajik走出办公室。 他已经整整36小时没合眼。 他瘫坐在一辆Cybertruck,拍下照片发上X平台: 连续干了36小时。我又累又兴奋。感恩节快乐! 同事们瞬间在评论区排队「膜拜」: 「这相当于常人192小时的工作量,你是真独角兽中的独角兽。」 「和你共事是荣幸。」 甚至有人只留两个敬礼表情。 现场氛围简单粗暴:冲刺、拼命、速度优先,全员兴奋。 另一名同事转发调侃:「我们强烈建议竞争对手都这么工作。」 又顺带给公司打了一波鸡血。 别对这帖子生气。你可以不同意,但请闭嘴,让我们专心搞事(let us cook)。 马斯克本人也在底下以「笑哭」表情回应。 这个秋天有点忙 xAI的秋天,很忙碌。 马斯克的这家AI公司,经历了大裁员和重大的领导层变动。 在9月的一次全员大会上,一位高管刚告诉员工没有进一步的裁员计划,但xAI转头就裁掉了100多个职位。 从9月5日开始,数据标注团队经历了领导层外流;影响至少500名员工的裁员;要求员工解释他们在公司所从事工作的一对一会议;以及团队负责人还发 布公告,要求员工参加测 ...
AppLovin Corporation (APP): A Bull Case Theory
Yahoo Finance· 2025-12-04 17:43
Core Thesis - AppLovin Corporation is positioned as a strong player in the digital advertising space, competing effectively with major companies like Meta, Snap, and TikTok, with significant growth potential and a lean operating model [2][3][4] Financial Performance - As of December 1st, AppLovin's share price was $623.59, with trailing and forward P/E ratios of 73.54 and 43.48 respectively [1] - The company reported over $11 billion in gross ad spend as of Q1, indicating a scale comparable to the combined revenues of Pinterest, Snap, and Twitter [2] - AppLovin has achieved EBITDA margins of 80–85% and converts over 50% of EBITDA to free cash flow, showcasing its ability to generate durable cash flow [4] Market Position and Strategy - AppLovin currently commands a 3–5% budget share among surveyed customers, ranking just behind Meta and Google, with significant room for market expansion [3] - The company's capital allocation strategy focuses on deploying all free cash flow toward share buybacks, reflecting confidence in its intrinsic value [3] Growth Opportunities - The company identifies a substantial untapped opportunity in in-game advertising, estimating that this could unlock an additional $100 billion in total addressable market [4] - Future marketing efforts, including large-scale campaigns, are expected to further accelerate customer growth [4] Historical Context - The stock has appreciated approximately 141.92% since a previous bullish thesis in March 2025, indicating strong market performance driven by its software-driven growth strategy [5]
X @Mayne
Mayne· 2025-12-03 17:11
Twitter DMs are some how even worse now than they were before.Prior to the update, the search function never worked, DMs I wanted to get were lost in messages requests while my inbox became inundated with spam.Now, the same problems exist but the DMs are also bifurcated between DMs and Chat causing me to completely lose entire convos. ...
X @Elon Musk
Elon Musk· 2025-12-03 13:30
AccurateCamus (@newstart_2024):Elon on JRE just dropped the most brutal red-pill on why Reddit & old Twitter went insane:“San Francisco is the woke Kool-Aid aquarium. You don’t drink the Kool-Aid — you swim in it. From there, actual centrists look like Nazis.”He explains how a 20-mile extremist bubble in https://t.co/hLhyP86scx ...