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Bill Ackman's Bet On Google Pays Off: Up $830 Million Since Q2
Benzinga· 2025-10-07 17:18
Legendary investor Bill Ackman made a big bet on Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL), picking the company as one of the winners in the artificial intelligence space. The initial stake and increased position size in Alphabet have paid off nicely for Ackman in recent months.GOOGL is having a challenging session today. Find out why here.What Happened: Ackman took an initial stake in Alphabet in 2023 and has added to the position in the Pershing Square portfolio in recent quarters.In the second quarter, Ac ...
见识一下阿里巴巴的浸没式液冷服务器!里面的液体比茅台贵多了
Xin Lang Cai Jing· 2025-10-07 06:13
Core Insights - Alibaba has introduced an immersive liquid cooling server, which utilizes a liquid that is significantly more expensive than Maotai liquor [2] Group 1 - The liquid cooling technology is part of Alibaba's efforts to enhance server efficiency and reduce energy consumption [2] - The high cost of the liquid used in the cooling system highlights the premium nature of the technology [2]
又更新了,撤回消息有大变化!
猿大侠· 2025-10-07 04:10
现在,撤回消息有新变化了。 部分网友发帖称,微信聊天框中长按两分钟内发送的消息并点击"撤回"时,现在有两个选择:"撤回该条消息"和"撤回本次发送的全部消息"。 | 撤回该条消息 | | --- | | 撤回本次发送的全部消息 | | 取消 | 对于微信的撤回小细胞功能大家都不陌生吧?当我们发出消息后,若发现错误,在2分钟内长按消息,选择"撤回",可撤回已发送的消息(包括文字、图片、语音 等),对方会看到"对方撤回了一条消息"的提示。 三小时内可撤回: 也就是说新增了"撤回本次发送的全部消息"选项,点击后就能直接一次性撤回本次发送的全部消息,不需要逐条操作撤回。 无论是发错的文字信息还是图片内容,都可以批量撤回。这样能有效提升消息撤回效率,解决发错多条消息时的燃眉之急,再也不怕发错消息时手忙脚乱却撤不 完的情况了。 但目前该功能还在小范围灰度测试,只有极少数用户可以体验。 关于微信撤回功能我们这里再分享一点冷知识,其实不同的消息类型,撤回的时效也是不同的。 两分钟内可撤回: 目前微信消息,包括文字、语音、表情包、图片、视频、公众号文章、视频号链接、小程序等,都可以在2分钟内撤回,其中文字消息可以在撤回的5分钟内 ...
Ouster: Irrational Exuberance Behooves Caution Now (OUST)
Seeking Alpha· 2025-10-06 14:04
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
阿里放大招!吴泳铭23分钟预言,超级智能时代已近,中美决战打响
Sou Hu Cai Jing· 2025-10-06 07:46
Core Viewpoint - Alibaba's CEO, Wu Yongming, announced a significant shift towards "superintelligence," positioning China on the global AI stage and escalating the competition with the U.S. in defining the future of humanity [1][3][17] Group 1: AI Competition Dynamics - The announcement marks a transition from application-focused AI development to a race for defining future technologies, with China aiming to assert its voice in the global AI narrative [5][17] - The U.S. has historically dominated the narrative around foundational AI research, but Alibaba's declaration challenges this perception, indicating that China is also heavily invested in general AI [5][10] Group 2: Technological Advancements - Alibaba introduced the Qwen model family, which competes directly with top U.S. models, showcasing capabilities to handle text, images, video, and audio simultaneously [6][8] - The integration of Alibaba's cloud services with its AI ambitions positions the company as a leader in both cloud computing and AI, with a market share exceeding that of Oracle [8] Group 3: Market Reactions - Following Wu's announcement, Alibaba's stock price surged, increasing the company's market value to $250 billion, reflecting investor confidence in Alibaba as a leader in China's AI sector [8][10] Group 4: U.S. Response - The U.S. government reacted swiftly, with lawmakers emphasizing the need to win the AI race against China, highlighting the implications for economic and national security [10][11] - New legislation is being proposed to assess the potential of AI systems to evolve into superintelligent entities, indicating a heightened urgency in the U.S. to understand and counter China's advancements [11][13] Group 5: Philosophical and Strategic Divergence - The competition is not just about technology but also reflects differing philosophies: the U.S. focuses on technological monopolization, while China emphasizes open-source development and ecosystem building [13][17] - The outcome of this competition could shape the future of global AI governance and usage, with potential implications for safety and ethical considerations [15][18]
算法小垃圾跳槽日记 2024&2025版
自动驾驶之心· 2025-10-06 04:05
Core Insights - The article discusses the author's experience in job searching and interviews, highlighting the challenges and changes in the job market, particularly in the computer vision (CV) and deep learning sectors [4][6][8]. Job Search Experience - The author experienced a high volume of interviews, averaging six per day over a month, with some days reaching eight interviews, indicating a competitive job market [4][5]. - The author transitioned from a role in a delivery company focused on CV to seeking opportunities in more stable and specialized areas, reflecting a shift in personal career focus [6][8]. Market Trends - There has been a significant increase in job opportunities compared to previous years, with many large and mid-sized companies actively hiring [8]. - The demand for traditional CV roles has diminished, with a notable shift towards large models, multi-modal applications, and end-to-end models in the autonomous driving sector [8][10]. Interview Preparation - The author prepared for interviews by reviewing popular coding problems, particularly from LeetCode, indicating a trend where companies now require candidates to demonstrate coding skills more rigorously than in the past [9][10]. - The author noted that many interview questions were derived from the "Hot100" list of coding problems, emphasizing the importance of algorithmic knowledge in technical interviews [11]. Career Transition - After several interviews, the author received offers from companies like Kuaishou, Xiaomi, and Weibo, but faced challenges in securing positions at larger firms like Alibaba and Baidu [10]. - Ultimately, the author accepted a position at a foreign company, which was described as a significantly better work environment compared to previous domestic companies, highlighting the differences in corporate culture [10][12]. Technical Skills and Trends - The author observed a shift in technical skills required in the job market, with a growing emphasis on large models and multi-modal technologies, suggesting that professionals in the field need to adapt to these changes to remain competitive [13].
Emerging markets are rebounding. Here's how to play the space.
Youtube· 2025-10-05 21:00
Core Viewpoint - US stocks have experienced significant growth, leading to a strong third quarter, prompting investors to explore opportunities in international and emerging markets, which have shown a rebound, particularly in technology sectors [1][2]. Emerging Markets Overview - Emerging markets, particularly in technology, are gaining investor interest after a long period of underperformance compared to the US market [4][19]. - The EMQQ ETF, which tracks emerging market technology companies, has risen approximately 34% this year, indicating a shift in investor focus [1][19]. Latin America Insights - Latin America is highlighted as a key area of growth, with companies like Marcato Libre and New Bank leading the charge [5][8]. - Marcato Libre is recognized as the largest and best-performing company in Latin America, likened to Amazon for its extensive e-commerce and financial services [8][9]. Consumer Growth in Emerging Markets - The rise of 6.5 billion new consumers in emerging markets, particularly through the adoption of affordable smartphones and internet access, is seen as a major growth driver [6][7]. - Latin America's population of 650 million is noted for its relatively higher GDP compared to other emerging regions, positioning it as a more developed market [7]. Political and Governance Considerations - Despite political instability in regions like Argentina and Brazil, the rapid adoption of technology and online services is expected to mitigate some risks associated with governance issues [10][11]. - Emerging market internet companies are viewed as having higher corporate governance standards, which may provide a safer investment avenue compared to traditional emerging market indexes [12][13]. India as a Growth Opportunity - India is identified as a significant opportunity within emerging markets, boasting the largest population and favorable demographics that drive consumption [14][16]. - The digitization of India's financial system and the availability of low-cost smartphones are seen as catalysts for growth in internet companies [15][16]. Future Outlook - There is a strong belief in continued growth in the emerging markets internet sector over the next 3 to 5 years, with increasing investor interest noted [18][19]. - Despite a historical underperformance, the momentum for emerging markets is expected to persist, with a notable increase in ETF flows this year [20][21]. Chinese Market Dynamics - Chinese internet companies have experienced volatility but are recognized for their profitability and advancements in AI, suggesting potential for future growth despite past challenges [24][25].
Google's remedy trial continues as it could reshape future of digital advertising
Seeking Alpha· 2025-10-05 12:00
Core Viewpoint - Google is currently involved in a remedy trial in U.S. District Court that has the potential to significantly impact the company's future and the digital advertising landscape [2] Group 1 - The remedy trial commenced in late September in Alexandria, Virginia [2] - This trial follows a ruling by Judge Leonie Brinkema made approximately five months prior [2]
“北京榜样•最美互联网从业者”提名人选|刘葳:云端筑梦,智在京华
Sou Hu Cai Jing· 2025-10-05 07:54
云端筑梦 智在京华:科技平台她力量 ——阿里巴巴北京党委书记 刘葳 让世界看见中国科技力量:2022年,作为奥林匹克全球合作伙伴,阿里巴巴发挥自研云计算能力,服务北京冬奥成为首届"云上"奥运。刘葳同志带领团队 全力投入北京冬奥服务,阿里北京设计师李剑叶融合科技创新和传统文化理念,中标并牵头设计了北京冬奥火炬"飞扬"、火种灯、火种台外观;阿里云为 冬奥会期间的城市交通提供智能调度和预测服务,将北京全部14大类交通数据综合处理,日均新增GPS数据上亿条。 绿色科技服务首都首善:今年7月16日,联合国发布《2025全球可持续交通最佳实践案例集》,"北京MaaS城市绿色出行"案例作为中国交通绿色发展的典 范入选,正是刘葳作为核心成员参与的阿里北京落地重要政企合作项目之一。北京市自2019年11月启动国内首个绿色出行一体化服务平台(简称"北京 MaaS"),MaaS作为交通领域新理念,需要极高的技术支撑能力。刘葳协同高德团队,在北京交通委指导下,全力参与,并在2022年在高德平台率先开 启绿色出行碳普惠活动,鼓励市民绿色出行获得权益实惠,高德通过北京绿色交易所将减碳量交易给更多企业实现减排目标,也助力北京成为全球首个完 ...