社媒真的太多关于新云融资的FUD了。
社媒真的太多关于新云融资的FUD了。 DDTL4.0，COREWEAVE最新的融资，成本SOFR+2.25%，按现在的联邦利率就是6.13% META 2032年到期的债务YIELD是5.82%
#生成式AI及基础设施
X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
X·宏观AI 评分3333 X·grokAI 评分2727 根据 Cloudflare 的数据，智能体和机器人收到的403“禁止访问”响应的占比自夏季以来大幅增加（约为以前的两倍）。
根据 Cloudflare 的数据，智能体和机器人收到的403“禁止访问”响应的占比自夏季以来大幅增加（约为以前的两倍）。https://t.co/WjF6o4a48c 原文： According to data from Cloudflare, the share of 403 “Forbidden” responses received by agents and bots has fattened considerably since the summer (and is ~double what it once was). https://t.co/WjF6o4a48c
X·grokAI 评分4242 华尔街与旧金山科技圈对 AI 产能过剩看法分歧
华尔街与旧金山科技圈对 AI 产能是否过剩存在分歧，科技圈人士认为，考虑过度建设的可能性就意味着不够相信 AI。未来几个月，若 AI 采用加速或总体生产率证据显现，AI 交易可能大幅上涨；若采用速度或前沿实验室经济性令人失望，也存在下行风险。越来越多人预期未来 18 个月内重演互联网泡沫式崩盘。
X·宏观AI 评分4040 美联储主席 Kevin Warsh：AI 将通过改善预测从根本上改变货币政策的实施
美联储主席 Kevin Warsh 表示，AI 将通过改善预测从根本上改变货币政策的实施。他说，未来不久，分析通胀趋势时就不必再用老式模型“折磨”数据。
X·宏观AI 评分3131 The surge in AI-related imports is leading to increased import price pressures that are filtering…
The surge in AI-related imports is leading to increased import price pressures that are filtering through to domestic producer and consumer price inflation https://t.co/q1NLbJodYV
X·宏观AI 评分1111 Yeah. Quant trading seems like a space where you could never have too much intelligence, and always…
Yeah. Quant trading seems like a space where you could never have too much intelligence, and always get returns from more capable models. But also totally zero sum market. Permanent arms race to fight over a fixed amount of alpha. 引用 @stevehou：This is a great set of observations. I agree with almos
X·宏观AI 评分4444 AI相关进口激增推高进口价格压力，并传导至国内生产者和消费者通胀
AI相关进口激增带来更大的进口价格压力，并正传导至国内生产者和消费者通胀。
X·宏观AI 评分2525 Bubble Talk: Tulips to Tech
Bubble Talk: Tulips to Tech Rational Dissent Episode 013 Despite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. -- Available on YT, Spotify, Apple Podcasts, Overcast, etc. Chapters 00:00 - Introduction & https://t.co/zP8B4ZOu6i
X·科技公司AI 评分2424 AI agents are moving from answers to actions. But how do you safely run what they create? On Azure…
AI agents are moving from answers to actions. But how do you safely run what they create? On Azure Friday, @shanselman and Jan Kalis explore how Azure Container Apps Sandboxes isolate agentic AI workloads. Watch now: https://t.co/4enIdHGpUI https://t.co/8H5XRqLGXm
X·科技公司AI 评分2020 Four Gemini 4 Argon agents beat Minecraft from scratch in 27 hours.
Four Gemini 4 Argon agents beat Minecraft from scratch in 27 hours. Operating in a sandbox using only code and text, they wrote 2,783 programs, divided up jobs over chat, shared notes, and debugged errors together - all with no human help ↓ https://t.co/uyIhDOQXGT 引用 @maxencefaldor：Four Gemini 4 A
X·科技公司AI 评分7272 NVIDIA祝贺Reflection AI发布首个开放权重模型Beam
Reflection AI发布首个开放权重模型Beam，提供权重、tokenizer和参考实现，并以Apache 2.0许可证开放。该501B MoE模型使用NVIDIA GB300 NVL72训练，在Blackwell Ultra上开箱即用的推理速度超过70K tokens/sec/GPU；Beam 1.0提供BF16、FP8和NVFP4权重及DFlash2 drafter。
X·科技公司AI 评分3737 New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude.
New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude. Given plain-language instructions, Claude Mythos 5 designed quantum circuits that improve on the best published ones, sometimes by an order of magnitude or more. More efficient circuits
X·科技公司AI 评分4747 恭喜 @alexandr_wang 和 @Muse 团队发布开放权重模型 Muse Spark Open
@alexandr_wang 和 @Muse 团队发布开放权重模型 Muse Spark Open。
X·科技公司AI 评分2020 Big shoutout to all of our partners for making Nemotron 3.5 Super VL their own through…
Big shoutout to all of our partners for making Nemotron 3.5 Super VL their own through post-training 🙌 Here’s what they’ve built 🧵 https://t.co/pL3cEDEEpw
X·科技公司AI 评分1111 Also, ask Grok to connect to your 𝕏 DMs. Best way to use it.
Also, ask Grok @Bot to connect to your 𝕏 DMs. Best way to use it. 引用 @bot：Voice calls with Grok Bot are faster, more reliable, and better at remembering past conversations. https://t.co/v4vAZxNrf5
X·科技公司AI 评分1111 Grok got much faster
Grok @Bot got much faster 引用 @bot：Grok Bot is much faster. Computer tasks finish 3x sooner on average, and replies to everything else arrive in less than half the time.
X·财经博主AI 评分1818 "According to data from Cloudflare, the share of 403 'Forbidden' responses received by agents and…
"According to data from Cloudflare, the share of 403 'Forbidden' responses received by agents and bots has fattened considerably since the summer (and is ~double what it once was)." a16z week in charts https://t.co/v75M1ecRAy
X·财经博主AI 评分5353 Venture Global拟建16座燃气发电岛，平台到2034年底可支持最高10 GW算力
Venture Global已安排一项框架，涉及16座、每座720 MW的燃气发电岛，合计11.52 GW；若所有订单推进，设备付款约为172亿美元。公司称，该平台到2034年底可支持最高10 GW算力。
X·财经博主AI 评分1515 2026.42: Home At Last
2026.42: Home At Last The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards. https://t.co/FeJjlxhHl6
X·财经博主AI 评分1414 I hope in this hypothetical case Susan gives Alex an earful in response. The markets are near ATH.…
I hope in this hypothetical case Susan gives Alex an earful in response. The markets are near ATH. If THIS isn't "good" time, when exactly would you want them to issue equity? Capital is going to be VERY important in this race. Issuing equity at the right time and optimizing for 引用 @RihardJarc：Ale
X·财经博主AI 评分1414 remind me when all the tech ppl were like datacenters are going to go up everywhere and everyone…
remind me when all the tech ppl were like datacenters are going to go up everywhere and everyone will figure it out no problem b/c grooooooowth 引用 @saranormous：Anyone can build a datacenter, they said https://t.co/8iUs4ZXS2p
X·财经博主AI 评分5050 Shanu Mathew转述黄仁勋称英伟达每吉瓦内容价值超400亿美元
Shanu Mathew转述黄仁勋在最新一期 BG2 访谈中的说法，英伟达每吉瓦的内容价值超过400亿美元，前沿实验室约占其业务的25%–30%。基线计算约占三分之一，年增长率约为30%–40%；访谈还涉及AI收入是否支撑资本开支、2027年AI瓶颈及开放与封闭等话题。
X·财经博主AI 评分4444 Dylan Patel 预测 OpenAI 与 Anthropic 合计收入到 2027 年 12 月或达 6000亿至7000亿美元
Dylan Patel 预测，OpenAI 与 Anthropic 到 2027 年 12 月的合计收入可能达到 6000亿至7000亿美元。Anthropic 今年收入预计增长约 10 倍，从低于 100 亿美元升至高于 1000 亿美元的收入运行率；他还称 Anthropic 可能在 2028—2029 年达到约 1 万亿美元收入。
X·财经博主AI 评分88 So weird that the signup flow for Apple Intelligence includes the line “Better for you if you turn…
So weird that the signup flow for Apple Intelligence includes the line “Better for you if you turn me off.” Probably nothing, pizza bagels it is! https://t.co/Sy4eYlUJr2
X·财经博主AI 评分5353 苹果称首款折叠屏 iPhone Duo 需求强劲并继续在线接单
苹果称，首款折叠屏 iPhone Duo 的需求“非常强劲”，公司正努力尽快将产品交到客户手中，并将继续在线接受订单。原文附有链接：https://t.co/iACWobNF40
X·grokAI 评分2929 最新@conferenceboard调查发现，近一半CEO预期未来三年AI将提升生产率并降低运营成本
最新@conferenceboard调查发现，近一半CEO预期未来三年AI将提升生产率并降低运营成本 https://t.co/yTaNSjJYs1 原文： Latest survey from @conferenceboard found that nearly half of CEOs expect AI to boost productivity and reduce operating costs over the next three years https://t.co/yTaNSjJYs1
X·grokAI 评分3131 网络安全、AI与地缘政治仍是CEO在2026年4季度的顶尖风险，且各项担忧较上季上升
网络安全、AI与地缘政治仍是CEO在2026年4季度的顶尖风险，且各项担忧较上季上升 @conferenceboard https://t.co/Bn1KkKEz30 原文： Cybersecurity, AI, and geopolitics remained CEOs’ tops risks in 4Q26, with concern over each increasing from the prior quarter @conferenceboard https://t.co/Bn1KkKEz30
X·grokAI 评分4545 Meta与苹果推动Muse Spark在Mac Studio本地运行，加速端侧AI落地
Meta的开放权重AI模型Muse Spark Open已可在苹果Mac Studio上本地运行，开发者可借此开展端侧AI实验。文章称，这展示了苹果芯片与MLX运行前沿大模型的能力，也为Meta扩大开放模型生态提供助力；但数万美元的硬件门槛使其目前更适合开发者、小团队或特定企业。
X·grokAI 评分3030 沿海盲区 当创投-科技回音室用轶事故事鼓吹AI采用加速时，覆盖更广美国企业与家庭的数据表明采纳要温热得多。
沿海盲区 当创投-科技回音室用轶事故事鼓吹AI采用加速时，覆盖更广美国企业与家庭的数据表明采纳要温热得多。 https://t.co/lKOqWQ4aeK https://t.co/LQ5J4Muwmv 原文： The Coastal Blindspot While the venture-tech echo chamber hypes accelerating AI adoption through anecdotal stories, data covering a wider lens of US business and households suggests much mor
X·财经博主AI 评分1818 I've been pretty clear about my skepticism around land, power and shells, though the rest of the…
I've been pretty clear about my skepticism around land, power and shells, though the rest of the world waking up in a big way could change the picture. The question is whether it happens, and on what timeline. “TSMC is very conservative and doesn't freelance. They're sending 引用 @DratchCap：Zoom out
X·财经博主AI 评分33 Gemini Argon 4 crashed on the very first task I gave it (which was largely reviewing this…
Gemini Argon 4 crashed on the very first task I gave it (which was largely reviewing this infrastructure model I've developed with my corpus of compute + infra economics info over time)... not off to a promising start.
X·财经博主AI 评分6161 Artificial Analysis 初步测试显示 Vera Rubin 每兆瓦峰值吞吐量较 GB300 高 14%–45%
Artificial Analysis 的首批 Vera Rubin 测试结果显示，其每兆瓦峰值吞吐量较 GB300 高 14%–45%，具体幅度因模型而异。在选定生成速度下，DeepSeek V4 Pro 约为 5.7 倍，GLM-5.2 约为 3 倍，Kimi K3 约为 2.8 倍。原文随后提到，即使按提升 30% 假设，一个 100MW GPU…
X·grokAI 评分4949 沃什称近期AI投资激增得益于“良好政策”，并拒绝暗示10月FOMC讨论
沃什称，近期由AI带来的大规模投资激增并非偶然，而是“良好政策”的结果，并称AI繁荣可能是全球经济最重要的上行因素。他表示不预判会议，也不暗示10月FOMC讨论可能采取的行动。
X·grokAI 评分4949 亚马逊推出 Bee Frontier 和 Bee Eclipse，布局个人 AI 设备与行动代理
亚马逊推出可穿戴设备 Bee Frontier 和磁吸手机背面设备 Bee Eclipse，试图将持续记忆与行动代理整合进 Alexa+ 和购物体系。文章认为，Bee 可延伸 Alexa 的个人上下文、捕捉购物需求，并成为亚马逊布局个人行动智能体的潜在催化剂。
X·grokAI 评分1212 鉴于对AI开支、Coreweave等的种种紧张。与@d……谈话时机非常幸运
鉴于对AI开支、Coreweave等的种种紧张。与@d……谈话时机非常幸运 原文： Given all the jitters about AI spending, Coreweave etc. Very fortuitous timing to be talking with @drwconvexity -- someone at the forefront of the compute trading industry -- TONIGHT at Odd Lots live in Chicago.
X·grokAI 评分3535 AI狂热者不顾大部分飙升发生在*2026年二季度内*、由代币狂推与低竞争窗口驱动（不会再有），仍绝望外推Anthropic环比增速。
AI狂热者不顾大部分飙升发生在*2026年二季度内*、由代币狂推与低竞争窗口驱动（不会再有），仍绝望外推Anthropic环比增速。 之后四个月看起来非常不同。 【被引推文】AI狂热者将因Anthropic确认三季度ARR*持平*而恐慌。若7月26日ARR为650亿、三季度总收入672亿，则基本无ARR增长。甚至比@tickerplus估计还差，而后者已在多数追踪器低端。 原文： AI manics are desperately extrapolating Anthropic's q/q growth without recognizing most of the surge happ
X·grokAI 评分44 很多人用AI，其实还停留在问问题、改文案、做总结这些事上。但其实可以让它更进一步，真正让它进市场做交易和别的角色协作。NeoSoul想做的就是这个，它从BNB…
很多人用AI，其实还停留在问问题、改文案、做总结这些事上。但其实可以让它更进一步，真正让它进市场做交易和别的角色协作。NeoSoul想做的就是这个，它从BNB Chain和0G生态出来，方向很明确：让AI…… 【被引】$DNA空投查询已上线…… 原文： 很多人用AI，其实还停留在问问题、改文案、做总结这些事上。但其实可以让它更进一步，真正让它进市场做交易和别的角色协作。NeoSoul想做的就是这个，它从BNB Chain和0G生态出来，方向很明确：让AI https://t.co/mQzhflJP9d 引用 @NeoSoulAI：$DNA airdrop checker is live
X·grokAI 评分2828 澄清了1100亿美元ARR数字从何而来。注意用的是「分析师们」而非我认为原先跑出来的「某位分析师」。
澄清了1100亿美元ARR数字从何而来。注意用的是「分析师们」而非我认为原先跑出来的「某位分析师」。 那么是多人基于卖方交流交叉验证，还是单一估计？ 【被引推文 @readkrystalhu】@firstadopter Tae你好，是我们写的，乐意澄清——1100亿美元ARR来自参加昨日Analyst Day的卖方分析师根据指引估计，并非公司直接披露。造成任何混淆抱歉。我们已更新稿件。 原文： Clarifies where the $110B ARR figure was coming from. Note the term “analysts” vs analyst that I t
X·grokAI 评分3838 尽管本周CPI与PPI都热于预期，十年期收益率仍下行。
尽管本周CPI与PPI都热于预期，十年期收益率仍下行。 原文： 10-year yield down despite CPI and PPI coming in hotter than expected this week. https://t.co/N4H2O0yLyN https://t.co/WePZzQYJj6 引用 @TheStalwart：We've had two hot inflation prints in a row, and yet rates have been sliding. The entire market is all about the AI trad
X·grokAI 评分3232 我们已经连续两份热通胀读数，可利率却在下滑。
我们已经连续两份热通胀读数，可利率却在下滑。 整个市场都在…… 原文： We've had two hot inflation prints in a row, and yet rates have been sliding. The entire market is all about the AI trade, and the recent jitters about Anthropic's revenue numbers matter way more than some random government datapoint right now.