Speaking of higher borrowing costs and vulnerable sectors:
Speaking of higher borrowing costs and vulnerable sectors: This from the front page of today's WSJ.👇 #economy #markets #housing #bonds #yields #mortgages @WSJ https://t.co/wolgoOZkpY
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分88 X·财经博主AI 评分4949 Google据报接近与Constellation达成超过10亿美元的核电交易（$CEG）
Google据报接近与Constellation达成超过10亿美元的核电交易，涉及的MW规模、核电厂、合同期限和交付日期尚未披露。Constellation此前与微软、Meta和亚马逊签订的核电合同期限均为20年；微软项目恢复835 MW，Meta项目增容30 MW。
X·财经博主AI 评分5858 美国能源部宣布为Vistra核电机组提供最高42亿美元条件贷款
美国能源部10月5日宣布，将为Vistra核电机组提供最高42亿美元条件贷款，计划增加433 MW，并资助改造以支持约4 GW机组再运行20年。增容计划包括Perry增加213 MW（2031年）、Beaver Valley增加140 MW（2032–33年）；原文在Davis-Besse计划后未提供完整时间信息。
X·财经博主AI 评分2424 This is from the SA Tokenomics model which is the only granular split I've seen but again this is…
This is from the SA Tokenomics model which is the only granular split I've seen but again this is the 30-40% inference I cite in terms of monetized compute one could make the argument post-training/RL is inference too but if still used for training/internal purposes, I think it 引用 @socialcapital：~
X·财经博主AI 评分5656 Shanu Mathew称AI性能成本自2023年以来每季度下降约47%
Shanu Mathew称，自2023年以来，达到给定 AI 性能水平的成本平均每季度下降约47%，相当于每年下降13倍。原文称这一降价速度是 DNA 测序的四倍，并附有链接 https://t.co/e73b7e9V7l。
X·财经博主AI 评分99 Sites are getting better at blocking agents and it's making them far less effective... very annoying
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
X·财经博主AI 评分2020 Frontier model subscriptions are heavily subsidised.
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
X·宏观AI 评分1111 Secretary of the Treasury Scott Bessent Participates in a Fireside Chat at the
Secretary of the Treasury Scott Bessent Participates in a Fireside Chat at the @PAChamber https://t.co/2gibTJVzEa
X·宏观AI 评分77 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
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
X·宏观AI 评分5656 Brad Setser谈法院裁定IEEPA关税后特朗普政府重建10%关税的选择
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。
X·财经博主AI 评分1616 Don’t these charts suggest that the monthly subs are still just heavily subsidized by the companies…
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
X·财经博主AI 评分2121 It’s this simple folks. Use common sense and the mountain of data we have already on clean energy…
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
X·财经博主AI 评分1313 It doesn’t help that everyone that wants to get the phone is told to order online and it’ll come in…
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
X·科技公司AI 评分2626 300 sensors per car. 24 races. Zero margin for error.
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
X·科技公司AI 评分1616 Join us at 10 a.m. PT on Wednesday, Oct. 7, for the latest on Windows and Microsoft Surface.
Join us at 10 a.m. PT on Wednesday, Oct. 7, for the latest on Windows and Microsoft Surface. https://t.co/fKp6B7iqNV
X·科技公司AI 评分1212 Watermarks have limits. They’re often undetectable, especially in short passages. Rewriting or…
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
X·科技公司AI 评分22 When possible, we want to give people a choice—and be clear about what watermarking can and can’t…
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
X·科技公司AI 评分3030 We're expanding our approach to content provenance to include text in response to EU regulatory…
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
X·科技公司AI 评分1313 The model behind this result is now on 🤗
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
X·宏观AI 评分22 in case anyone for a second believed this was my inside scoop on what Trump was going to announce
in case anyone for a second believed this was my inside scoop on what Trump was going to announce https://t.co/1VYRbxcAIY
X·宏观AI 评分1717 Red dye will be added to all US diesel for both broad highway fuel tax relief and to remind voters…
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
X·宏观AI 评分1818 so we are where we are ... US manufacturing and ag exports are down 2.5% of GDP from their levels…
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
X·宏观AI 评分1616 It also seems obvious to me that "China" together with the dollar's strength (especially v Asia)…
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
X·宏观AI 评分2020 A few comments on the China shock debate, from a more "macro" point of view that sets aside the…
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
X·宏观AI 评分5656 中国品牌9月在英国新车EV销售中的占比超过20%
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
X·宏观AI 评分1717 The District of Columbia had the highest unemployment rate, 5.7 percent, in August 2026 #BLSdata
The District of Columbia had the highest unemployment rate, 5.7 percent, in August 2026 https://t.co/Qzgc4PurpW #BLSdata https://t.co/BQL5GRt5JO
X·宏观AI 评分1818 But it is a myth to say China couldn't supply both the US and the EU market, and thus the US…
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
X·宏观AI 评分4242 美国转向燃油车之际，关税阻碍通用汽车和福特借助中国合资企业对美销售
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。
X·宏观AI 评分3737 China has the capacity to produce 50-55 million cars --
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
X·宏观AI 评分1212 This chart isn't likely to get better over the next 4 years as interest rates still fell 170 bp…
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
X·宏观AI 评分1313 “I prefer the world of disruption” - TotalEnergies CEO Patrick Pouyanne
“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)
X·宏观AI 评分4343 二叠纪盆地天然气产量推动美国天然气产量在2026年7月创历史新高
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。
X·宏观AI 评分1717 Again if you start from the premise that having the most advanced AI is a matter of national…
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
X·宏观AI 评分2929 This was a really interesting discussion about surging bond yields
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
X·宏观AI 评分1313 Research Spotlight: AI Utilization and Changes in Economic Performance
Research Spotlight: AI Utilization and Changes in Economic Performance https://t.co/QUAp77mpuL #SCB https://t.co/XeCJUxUB5q
X·宏观AI 评分3131 I agree with that the CCC spread widening is a bunch of "problem children" and not a signal of…
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
X·宏观AI 评分2626 Hormuz oil flows rose to their highest level of the war and then the number of successful Iranian…
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
X·宏观AI 评分2424 Some questions I have about the recent escalation of Iranian strikes:
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
X·宏观AI 评分1414 Guys, I don’t think the Strait of Hormuz is safe right now
Guys, I don’t think the Strait of Hormuz is safe right now
X·宏观AI 评分1818 would love to see the accounting that includes Chinese made inputs
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