X（推特）上的财经、科技与宏观账号
I am sure this reads well and appeals to many "ango-saxon" readers (and certain circles on the continent) who are apostles of creative destruction and the migration of Western economies out of high end manufactures to services ... https://t.co/o8sFz6OCXu
But as policy advice and an honest assessment of the China challenge I found it a bit thin -- suck it up and move into higher value added niches doesn't cut it when China wants all those niches too, and has been quite successful in capturing many of them /end
Once again. The idea that AI is only improving rapidly in verifiable domains like math is looking suspect. 引用 @TheAtlantic：Exclusive: Another prestigious award has gone to a writer who seems to have used AI as the crisis of trust in the literary world intensifies, @vauhinivara reports: https://t.co
Well, so much for the notion that the "deal" that the Trump administration did with the UK after "Liberation day" would give the US a leg up over China in the UK market ... 引用 @johnarnold：The UK is a relatively open auto market, with just 10% import tariffs and no quotas on both US and Chinese impo
a) It is true that the CNY has never been so strong that Chinese exports systematically under-perform global trade b) that doesn't mean that the CNY doesn't have an impact on trade flows/ net exports -- China's surplus tends to expand when exports outperform global trade, while 引用 @BaldingsWorld：Th
Grok @Bot can research best prices and buy things for you 引用 @Teslaconomics：Bro… you still open websites, add things to your cart, and type in your credit card info just to buy something online? I just text my @bot what I want, and it handles everything. Literally finds it, checks out, places the
Shower thought this AM: Some people developing AI seem to view building a “digital god” or ushering in a new species in almost religious terms. I believe some of that conviction is sincere. But I also suspect there’s a marketing angle to giving these systems an identity and
Power On: Apple spent a decade losing the smart home. Now it has a plan to compete: HomeView, a new Apple TV and HomePod mini, and LG-built accessories. Tuesday’s unveiling is about protecting the iPhone as much as outfitting your house. https://t.co/IeYYsXC1J2
Prob normalization more than anything but the timing of these articles amidst market narratives/fears is always uncanny "AI-related debt issuance globally dropped to $23bn in September, less than half the amount raised in the previous month, according to data compiled by Morgan https://t.co/dWBWhdE
作者指出，AI 实验室占总算力的份额关系到推理算力的测算，并以假设的 100 单位算力为例：若 OpenAI 与 Anthropic 使用 50 单位，其中 40% 用于推理，则推理算力为 20 单位。Marvell Technology 高管 David Lazovsky 称，数据中心基础设施中用于推理的比例 3 年前为三分之一，如今超过 60%，未来 2-3 年将迅速接近 90%。
Hut 8建设数据中心并与英伟达签订15年租约，英伟达作为租户以其信用支持建设融资，随后将空间交由Lambda安装GPU并出租。引用的SemiAnalysis称，该安排涉及约115K台Rubin GPU销售、Lambda收入约10%的分成，以及一个704 MW供电园区第7至第15年的空间；互联排队时间为4至7年。
More Wi-Fi woes on BA. Starlink can't come quick enough. Cc @PatrickMoorhead https://t.co/TgU8CTWxgk
The two worst things for society Both called DCs Diet Coke Datacenters
PODCAST: "Is China Controlling the World’s Oil Market?" Great to talk with Jake Sullivan and Jon Finer about the global oil market, Iran, President Trump, and what Beijing is up to. https://t.co/eU1Effb0s5
With diesel back under the spotlight, please find below Google's summary of price movements over the last year. Underlying this is what has become an increasingly influential, multi-directional causal relationship between geopolitics, domestic politics, and economics. For https://t.co/WUxqiORMRK
Another great MacroTalk with @AahanPrometheus this week covering: - The telling market response to the OpenAI News - How the Fed tightening cycle may be more than planned - What the bending LLM revenue S-curve means for macro Check it out! https://t.co/AqMEIEVPoI
The market is one big bet on AI based on hope for parabolic growth. That's a troubling situation when spending growth is looking increasingly linear. On @CNBCOvertime with @MelissaLeeCNBC yesterday to close out the week: https://t.co/1Btt8AHbPq
简单翻译一下： 1. 巨额投资要有ROIC兑现 2. 指数熊市可以持续很久 3. 看好AI但注意可能多轮牛熊转换 其实现在无论多空，没听到一个人看空AI的，争论都在现在，right now，AI还有没有投资机会，这个问题的本质就是贵与不贵，估值是否匹配盈利增速。 引用 @JohnsonZ91127：喜马拉雅资本创始人李录在哥伦比亚商学院第36届格雷厄姆与多德年度论坛上谈了不少AI。他认可这场技术革命的长期价值，但认为AI的发展可能经历不止一轮繁荣与崩溃。技术能走多远，除了取决于算力和算法，还受到资本投入、商业回报以及社会治理的约束。
Tbh, I wouldn’t be shocked if some machine company in China has already figured out how to automate noodle cutting and we just don’t know about it yet. 引用 @gazetory：İtalya'da el yapımı makarna satan ünlü bir dükkânda çalışan bir kişi, 8 saat boyunca makarnaları kestiği anları paylaştı. https://t.co
Anyone who has been in the VC world for more than a minute knows well that ARR is not close to the same as actual revenue.
With domestic sales of ~ 20m (absent a new incentive program) it isn't clear if export demand alone and keep investment in the auto sector at its current, quite elevated levels -- looks like auto investment will be a drag on 27 growth, but I guess with China you never know 2/2
"global" safeguard is easy to finessa -- the safeguard can be applied on all trade in hybrids but with exclusions for all the countries that actually export cars to the EU (or generous tariff rate quotas) other than China. Conceptually allow the limits to be applied to future
Markets Weekly October 10, 2026 Bonds behaving better AI scare https://t.co/IxkYEm8HDd
We are told US treasury's are substantially outperforming other DM sovereign markets. If true why is the Treasury considering selling less of them? Wouldn't you want to take advantage of the relative strength? I would
以前我们买手机看哪家的照相功能好，未来我们买手机看哪家的端侧AI强
Electricity production is the best metric for the true strength of any large-scale economy imo 引用 @a16z：Energy capacity = economic capacity, in one chart There are no low electricity, rich countries https://t.co/DTCmjh3kwv
The ridiculous arguments by Ambani’s army of Internet shills make no sense On the one hand, they say Starlink couldn’t possibly compete with the amazing low prices offered by Ambani’s de facto monopoly in India and then, in the same breath, they essentially claim that Starlink 引用 @aaronburnett：Som
Looks like one of you posted on $RDDT WSB… with a $1M $AAOI position. I’m laughing at the comments, even more amusing when my name pops up Might still be early if people think there’s “no moat” in lasers and that AOI makes no money. (wait and see Q2 2027) https://t.co/vG6Zl4LZHf
Thank you @PrefShares for engaging with a constructive and thoughtful response. (anyone curious to read my original piece, go here: https://t.co/6a3fT1bER8) Let me take your points in turn. Retail. I like Amazon’s retail business too, and I agree there are losses buried in 引用 @PrefShares：Some th
When I read this, I assumed the upshot was: an evil AI is not going to express its evil by killing people who were going to die pretty soon anyway, and most people do not fully understand the mechanisms of medical treatments they get, so you should obviously take the drug. https://t.co/3s45kX9SZi
The OpenAI & Anthropic S-Curve Problem News of lower OpenAI revenue (and hastily ‘leaked’ end-’26 guidance), even as they picked up significant share clearly shows a transition from parabolic to linear industry revenue growth ahead. https://t.co/EUji9tuxSA https://t.co/vISrY7BAzr
We actually recorded this Tuesday, just a few hours, before OpenAI's latest release. So we mostly talked about the consequences of the Navier-Stokes earthquake. But basically, I think, you can jus take this whole conversation and now multiply it by 10.
NEW ODD LOTS: AI Is Upending The World Of Mathematics @tracyalloway and I talk to Justin Solomon, associate dean for engineering education at MIT, about the state of both math and math education, as OpenAI rolls out proof after proof https://t.co/E7tlGs5uvw
标普500财报季开启，LSEplc对3Q26的盈利增长预估为30.6%，高于年初的15%。
Posted earlier: FYI, on the growing risks of repeated US interventions to sway market pricing: https://t.co/36nBr4ORK1 @FT #economy #markets
How does the Federal Reserve’s view of the price of goods and services differ from that of a consumer? In today's "Street Level" post, Research Director Kartik Athreya explores this topic from the perspective of a central banker. https://t.co/60SatHrgSq
Our latest #OnInvesting podcast episode has dropped on which @CollinMartinCS and I riff on markets and I sit down with the always-insightful @NelaRichardson from ADP to talk all things jobs-related https://t.co/cE254ULT3x
Companies that are doing well just before an IPO don't: - Refuse to disclose their actual revenue - "Leak" overstated numbers to the press - Repeatedly push back the listing date - Raise huge "bridge" financing rounds - Claim existential risk to get gov monopoly protection
Andy is right. There absolutely ARE mathematicians excited about using AI for further exploration, including the guest we talked to today. But to my mind, that's a good reason for the labs to not just use their internal models to nuke the field with proofslop. 引用 @ahall_research：Some notes on what
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