X（推特）上的财经、科技与宏观账号
A guy on the All In podcast is mad about Anthropic 引用 @dnapway：Ben Horowitz says Anthropic is one of the most negligent companies he’s ever seen on security "The irony on these things is wild. Anthropic is one of the most negligent companies that we've ever seen in terms of their own security." "
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
Make music videos easily with Grok @Bot 引用 @anabology：I made a Grok Bot that can use Suno, Midjourney, and Opus to make music videos "Claudia" (the Grok Bot) made this teaser autonomously with @imagine https://t.co/VcQYivuVYE https://t.co/XXZEIhYTt3
Grok @Bot is like hiring a super smart employee 引用 @BrianRoemmele：As of tomorrow I will have brought 71 of my large clients to @Grok @Bot at their corporations. It has not failed to revolutionize each department across a wide spectrum of companies. Next week I hold a symposium for executives to ma
听了David Rosenberg和Jeffery Gundlach对话，发现做宏观的看多股市的真不多。另外不知道为啥，总觉得美联储在犯错，自己最懂经济。 21年到现在，David R关于股市的看法。 21，谨慎，看空股市 22，看空，预期·30%回调 23，非常看空，预期2900-3200 24，仍然谨慎 25，更加担心股市，AI估值过高
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
Grok @Bot is like hiring an extremely competent employee! 引用 @Michael_Fenech_：I keep hearing the same thing from people trying Grok Bot: “I’ve tried it. But I still don’t really understand what I’m supposed to use it for.” If that’s you, give me 53 seconds. I’ll show you the mental model that ma
Per reports, both Microsoft and Meta with significant cuts. Given Anthropic’s revenue concentration and contribution from top 2 customers (of which many people assume Meta was), this could be a meaningful drag on the trajectory of growth. Token cost optimization era has began in 引用 @amir：Microsoft
蠢货天天再谈加息影响股市。 我的暴论：你加到10%，股市还是创新高。 美国经济的动力不再是消费而是AI基建。现在利润搞到比挖金子还高，你加息怎么压制它？