如果无数网民，把精力用在关注这类话题上，才是真正的"算力浪费"。 （来源：千龙网） 这种话语，其核心还是对AI的认知上存在偏差，只有纯粹把AI当作生产的工具或解决问题的工具，才 会产生这种多说一句"谢谢"就浪费能源的观点。而实际上，AI对人类来说，既可以是工具助手，也可以 是亲朋好友，大量的用户通过向AI倾诉来获取精神抚慰，这也是有价值的。 例如，近日一款基于OpenClaw打造的韩国AI女友——Clawra正式上线，瞬间引发关注。她不仅有记 忆、会自拍，还能视频通话。她充当的就是情感陪护角色，对这样的AI说句"谢谢"岂不理所当然？没有 谁会在意所谓的浪费电力。 另一重认知误区在于，把礼貌当成浪费，本身是一种价值观错误。礼貌的对象不是AI，而是人类自 己，人类说礼貌用语是出于维持日常语言习惯，维持社交规范，本质上，说出"谢谢"可以让自己更舒 适，有其情感价值，与AI无关。 如果把"谢谢"省了，表面上确实节省了能源，但有可能淡化人类的社交习惯，使交往变得更冷漠，这相 当于以工程效率逻辑碾轧了社会伦理。两相比较，到底是维护文明更重要，还是节省那点电力更重要？ 答案不言自明。 AI确实正在大量消耗电力，但谈到节能， ...

The software rout that kicked off last week turned into a goldmine for short sellers who've been betting against tech's highest flyers. Data from S3 Partners shows that bears have raked in roughly $24 billion in paper profits year-to-date (YTD) as software stocks have cratered from lofty valuations. While the sector has lost $1 trillion in market value, short sellers are laughing all the way to the bank. www.barchart.com Oracle (ORCL) is the poster child for this reversal, shedding about 54% from its Sep ...

Core Insights - Datadog's stock surged nearly 15% following its fourth-quarter results, which exceeded Wall Street's expectations [2] - The company's revenue reached approximately $953 million, reflecting a year-over-year growth of about 29% [2] - Earnings per share (EPS) surpassed expectations by roughly 6 to 7 percent, while forward guidance was set between $4.06 billion and $4.10 billion, slightly below the prior consensus of $4.11 billion [2] Financial Performance - Revenue for the fourth quarter was around $953 million, marking a 29% increase year-over-year [2] - EPS exceeded market expectations by approximately 6 to 7 percent [2] - Forward guidance for the upcoming year is projected at $4.06 to $4.10 billion, which is marginally below previous consensus estimates [2] Market Position and Risks - Despite strong quarterly results, there are concerns regarding customer concentration risk, particularly with OpenAI being one of Datadog's largest customers, contributing about $170 million annually [4] - OpenAI's spending on Datadog could potentially reach hundreds of millions annually, raising concerns about reliance on a single customer [4] - The broader SaaS market remains under pressure, and Datadog's ability to maintain its market position may depend on the pace of AI adoption [5]

Key Takeaways Shares of Oracle, Microsoft, Nvidia, and other tech heavyweights with ties to OpenAI have gained this week after a string of positive developments for the startup. Worries about OpenAI's ability to meet its obligations have rattled confidence in the AI trade in recent months, particularly shares of companies that have struck big deals with the company. Fresh optimism about OpenAI's finances is boosting some corners of the AI trade. Though OpenAI isn't publicly traded yet, the world's ...

Core Insights - Financial firms and brokerages experienced a decline in share prices due to concerns over AI disruption, particularly following Altruist's announcement of its Hazel AI tool for tax planning [1][5] - The iShares U.S. Broker-Dealers & Securities Exchanges ETF dropped by 4%, indicating market anxiety [1] - The fear stems from the potential for inexpensive AI tools to impact profit margins across various financial services, similar to recent disruptions in the software sector [5] Company Performance - Interactive Brokers and Morgan Stanley showed slightly better performance on the same day, suggesting that Wall Street's concerns are more focused on retail-facing brokerage stocks [6] - Companies in the accounting sector, such as Intuit, saw a decline of about 3%, while accounting software firms like SAP SE and Xero experienced slight increases of 1% and 2% respectively [6] Market Trends - OpenAI's integration of an AI application on ChatGPT for direct insurance quotes highlights the ongoing trend of AI's encroachment into financial services [7] - Despite a recovery from the previous week's tech plunge, markets remain cautious as new disruptive tools continue to emerge [8]

Core Insights - OpenAI has initiated testing of advertisements in ChatGPT, attracting attention from advertisers and analysts, indicating a potential shift in digital advertising dynamics [1][5] - Major advertising agencies, including Omnicom, WPP, and Dentsu, have shown early interest in OpenAI's advertising pilot program, with over 30 clients already securing placements [5] Advertising Implementation - Ads in ChatGPT will be tested for logged-in adult users in the U.S. on Free and Go subscription tiers, while Plus, Pro, Business, Enterprise, and Education users will remain ad-free [3] - Advertisements will be clearly labeled as sponsored and will not influence the responses generated by ChatGPT, aiming to maintain user trust and privacy [3][4] Targeting and Data Privacy - Ads will be selected based on user conversation topics, past chats, and previous ad interactions, with advertisers receiving only aggregated performance data [4] - Individual conversations, chat histories, and personal details will not be accessible to advertisers, and ads will not be shown to users under 18 or near sensitive topics [4] Market Impact - The introduction of AI-driven advertising could compress traditional marketing funnels, potentially diminishing the value proposition of smaller platforms like Pinterest [5][6] - Pinterest currently captures less than 10% of ad budgets from large advertisers and may face market share pressure as spending is reassessed [6] Competitive Landscape - The shift towards AI-led discovery in advertising could weaken smaller platforms' effectiveness, as they struggle to compete with larger players that have better commerce visibility [7]

Bloomberg Blackstone Inc. is increasing its investment in artificial intelligence firm Anthropic PBC, elevating its stake to roughly $1 billion at the startup’s current valuation, according to people familiar with the matter. The world’s largest alternative asset manager is investing $200 million at a $350 billion valuation as part of Anthropic’s ongoing funding round, according to the people, who asked not to be identified because the information is private. Anthropic, maker of the Claude AI models, has ...

Deep research in ChatGPT is now powered by GPT-5.2. Now in deep research you can: - Connect to apps in ChatGPT and search specific sites - Track real-time progress and interrupt with follow-ups or new sources - View fullscreen reports Rolling out starting today. https://chatgpt.com/features/deep-research/ ...

Meanwhile, also a big shift for Chat GBT. Its parent company, OpenAI, says it's beginning to test ads for some US users on both the free and lowcost plans. But the company does insist that advertisers won't influence answers or see conversations.The move comes as rivals like Googlebacked Anthropic take aim at chat bots waiting into the ad world, even mocking the idea in various Super Bowl commercials that aired on Monday. ...

Core Insights - Leadership instability is prevalent across Musk's companies, with approximately 66% of his direct reports leaving since 2021 [1] Departures from xAI - Tony Wu's exit marks the fourth co-founder departure from xAI since its establishment in 2023, indicating a significant loss of institutional knowledge as the company competes with rivals like OpenAI and Google [2] - xAI has lost 50% of its founding team within just one year, following the departures of Christian Szegedy, Igor Babuschkin, and Greg Yang [2] Departures from Tesla - Raj Jegannathan, a 13-year veteran and VP of IT and AI Infrastructure, has left Tesla, where he was known for his crisis management skills and was recently appointed to oversee North American sales [3] Broader Trends - The departures of Wu and Jegannathan are part of a larger trend termed "Musk Exhaustion," which has reached a critical point in early 2026, suggesting that high turnover may be leading to burnout among even the most dedicated employees [4] - Musk's perspective on turnover as a means to "trim the fat" contrasts with the reality that losing 66% of leadership indicates significant challenges in management and employee retention [4]