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。
Sites are getting better at blocking agents and it's making them far less effective... very annoying internet needs to be rebuilt and economically structured around agent use most users don't want to deal with the friction of sites, filling out forms, etc. we'll want to speak
Frontier model subscriptions are heavily subsidised. I made a tool to see how much my API cost would have been. It cost me $35 (and counting) to build this tool. I'm on the $100/mo business premium plan. So far I've spent $4853 in code, not counting chats. It's been three https://t.co/XNldSvjdIN
Secretary of the Treasury Scott Bessent Participates in a Fireside Chat at the @PAChamber https://t.co/2gibTJVzEa
好采访，有时候看看VC的采访更能退后一步看市场和培养耐心 https://t.co/QYs7qcziyq
Brad Setser称，法院裁定IEEPA关税违法后，特朗普政府选择基本重建10%的关税，并豁免USMC贸易、药品和电子产品。引用者对此提出异议，称此前特朗普政府已对所有商品加征20%的IEEPA芬太尼关税及“解放日”关税，并称美国最高法院推翻了这些关税。
Don’t these charts suggest that the monthly subs are still just heavily subsidized by the companies compared to enterprise APIs and that’s unsustainable 引用 @kimmonismus：Holy sh*t, Anthropic’s subscriptions offer so much more value, even compared to the new and efficient GPT-6.1 Sol. It’s not even c
It’s this simple folks. Use common sense and the mountain of data we have already on clean energy projects getting held up more 引用 @JaneAFlegal：Land. Solar uses roughly 20x the land of gas per unit of power, wind 100-200x. And we built 322 miles of high-voltage transmission in 2024 vs 530 miles of
It doesn’t help that everyone that wants to get the phone is told to order online and it’ll come in 30 days People want to go into the store and walk out with a new phone I’m trying to buy a 18 pro max and has not been in stock in the US or UK locations I’ve been nor will be 引用 @firstadopter：Wo
300 sensors per car. 24 races. Zero margin for error. AWS & @f1 built an agentic AI solution that resolves critical issues up to 86% faster, so engineers focus on the future, not the logs. https://t.co/KNvREXn1wH
Join us at 10 a.m. PT on Wednesday, Oct. 7, for the latest on Windows and Microsoft Surface. https://t.co/fKp6B7iqNV
Watermarks have limits. They’re often undetectable, especially in short passages. Rewriting or translating text can completely remove the watermark. That’s why, for now, only approved researchers will have access to our detector, so they can help us evaluate and improve the
When possible, we want to give people a choice—and be clear about what watermarking can and can’t do. A text watermark helps answer one question: “Was this likely generated by an OpenAI model?” It works by embedding an invisible statistical signal in text as it’s generated. A
We're expanding our approach to content provenance to include text in response to EU regulatory requirements, while recognizing the significant limitations of current text watermarking technology. Our tools already help verify whether an image or audio file was created with our
The model behind this result is now on @huggingface 🤗 Nemotron-Labs-3-Competitive-Coding is a competitive-programming specialist model based on Nemotron-3-Ultra. https://t.co/xEegK23pQ0
in case anyone for a second believed this was my inside scoop on what Trump was going to announce https://t.co/1VYRbxcAIY
Red dye will be added to all US diesel for both broad highway fuel tax relief and to remind voters of which colour to vote for in the midterms. 引用 @DeItaone：TRUMP TO UNVEIL PLAN ON RED-DYED DIESEL ON MONDAY: OFFICIALS
so we are where we are ... US manufacturing and ag exports are down 2.5% of GDP from their levels in the 1990s ... and are incredibly small v the US economy (~ 4 % of GDP) ... and that decline hasn't actually been offset by growing IP exports (even counting "irish" FDI profits) https://t.co/LZqI4SJo
It also seems obvious to me that "China" together with the dollar's strength (especially v Asia) explains why manufacturing output stopped growing with overall output after 2000 (a break from 70 to 99 ...) (the rising real deficit in goods indicates this wasn't just a shift in https://t.co/uCTcqXPM
A few comments on the China shock debate, from a more "macro" point of view that sets aside the vicious debate about "identification" -- There was clearly a downturn in manufacturing output around the time of China's WTO entry (it doesn't recover til 06/07) 1/ https://t.co/MWnemz6KXK
中国品牌在英国9月新车EV销售中的占比超过20%，文中列举了比亚迪、Jaecoo、Chery、Omoda、长安和吉利。Brad Setser 引用《金融时报》关于英国商业大臣权衡对中国电动汽车加征关税的报道：https://t.co/HI5InKlpmg
The District of Columbia had the highest unemployment rate, 5.7 percent, in August 2026 https://t.co/Qzgc4PurpW #BLSdata https://t.co/BQL5GRt5JO
But it is a myth to say China couldn't supply both the US and the EU market, and thus the US tariffs pushed China into the EU. China has invested at a scale and pace that allows it to comfortably supply both markets ... that it why the Europeans don't have the luxury of time
美国转向内燃机汽车之际，美国关税阻碍通用汽车和福特通过中国合资企业向美国销售汽车，也令特斯拉不愿从上海向美国供货。关税还阻碍中国高端电动汽车生产商。
China has the capacity to produce 50-55 million cars -- The domestic market has fallen from ~ 25m cars to ~20 m cars this year China could easily export 2-3m cars to the US AND its 1.5m cars to Europe https://t.co/3rQ50C7jvW 引用 @BaldingsWorld：One of my favorite parts of this is most everyone miss
This chart isn't likely to get better over the next 4 years as interest rates still fell 170 bp from 2016-2020. So perhaps we look at bond in a forward looking way instead of this silly way https://t.co/Gg7iKvHJ1F
“I prefer the world of disruption” - TotalEnergies CEO Patrick Pouyanne (It says a lot about the trading a capabilities of TotalEnergies — and the money it is going to make this year shipping crude via Strait of Hormuz)
二叠纪盆地天然气产量推动美国天然气产量在2026年7月创下历史新高。
Again if you start from the premise that having the most advanced AI is a matter of national security — clearly a view that’s held by many in DC and SF — then the right policy to tame inflation is not to raise rates, but to raise taxes on everything except datacenters. 引用 @colbyLsmith：NEW w/ @benca
This was a really interesting discussion about surging bond yields 引用 @business：On this episode of the Odd Lots podcast, @CarolinPflueger joins @tracyalloway and @TheStalwart to discuss why Treasury and global bond yields have been surging and what central banks have to do to make bonds more “bo
Research Spotlight: AI Utilization and Changes in Economic Performance https://t.co/QUAp77mpuL #SCB https://t.co/XeCJUxUB5q
I agree with @AlexMalitas that the CCC spread widening is a bunch of "problem children" and not a signal of wider credit problems. Too many are over-reading this. Confirming this, @AlexMalitas also noted that Ba spreads (blue repost) are not widening. ---- Which companies have https://t.co/8vfzQjm
Hormuz oil flows rose to their highest level of the war and then the number of successful Iranian strikes on Hormuz tankers spiked over the past week, Hormuz flow appearing to slow somewhat. Had heard that even before this latest escalation CENTCOM was regularly intercepting
Some questions I have about the recent escalation of Iranian strikes: https://t.co/hsAzkec3dE 引用 @Rory_Johnston：Hormuz oil flows rose to their highest level of the war and then the number of successful Iranian strikes on Hormuz tankers spiked over the past week, Hormuz flow appearing to slow somewh
Guys, I don’t think the Strait of Hormuz is safe right now
would love to see the accounting that includes Chinese made inputs (mechanically, higher prices of Korean made chips and for that matter Canadian oil will reduce China's import share; I am interested in numbers that account directly for embedded Chinese content) 引用 @BaldingsWorld：Let's be clear, t
China rebalanced away from property investment and back toward exports -- bigly. numbers are very clear That is the issue that the world (apart from the US President, who prefers to dream of arches, golf courses and ballrooms) is now confronting in various ways https://t.co/7kD46OJFMa 引用 @Balding
If I had to nitpick I'd actually say it's the lack of refineries 引用 @staunovo：Trump says refineries are reason for high gasoline price #oott
Wish Secretary Bessent would have said something similar at Ashville ... Oh well. "the house" is not currently taking the lead on exchange rate issues
France &Germany recognize that their trade defenses will always be tested absent a significant adjustment in the RMB -- (they are 100% right that broad rebalancing won't happen without exchange rate adjustment; there isn't a strong link now between Chinese demand growth and https://t.co/ibENlkkL5b
UKMTO报告霍尔木兹海峡又发生一起油轮袭击，船员据报仍在机舱内扑救火情。自上周三以来，UKMTO报告了11起已确认袭击和13起事件。