摩根大通再调智谱目标价至2400港元 看涨20%

Chinese models are dropping in price thanks to ridiculous levels of state subsidy where companies are forced into aggressive price wars to survive and grab market share. I am guessing this will also blow up sometime next year or in 2029 at the maximum. Btw, some Chinese corporates have already seen this and increased their price. Zhipu AI & Tencent for example. Alibaba, Baidu, …

https://archive.ph/btGBY > After Zhipu’s release, Elon Musk wrote on X that he expects China to match the abilities of the current frontier by early next year. It “won’t take that long”, Tang Jie, Zhipu’s cofounder, shot back.

apt-cacher-ultra: To help reduce the impact of future DDoSes of Ubuntu. Just released 1.0 yesterday after working on it a couple months. As that DDoS was going on I realized that some of our dev and staging processes were impacted by it, and that apt-cacher-ng was doing nothing to help us. apt-cacher-ultra snapshots the repo meta-data after verifying it, and only promotes it if…

$nflx. A bargain ahead of earnings! yeap! $spy $qqq $meta

Yes, plus, all these meta-studies always seemed to ignore the reasons for the demand shock. "It's not the permits, it's the demand shock" (the last image in the blog post). The "demand shock", was the economy growing...quickly. And that statement is left hanging in the air like we're supposed to do something about it. The economic growth is a good thing, we should have a housin…

> That is a very astute and concise way to explain everything about how the frontier labs are behaving and how they're trying to push more people to pay token rates for the best models. Are they really the best models? Like take anthropic. Without mythos, it's the what? Third best? Sure openAI just leapfrogged them but .. seriously to get there it's a giant model that costs ins…

$NVDA: Bulls are defending the $209–211 area, and a sustained move above $224–232 opens the door for another leg higher. Lose $200, and I’d expect a retest of the $190 support zone before buyers step back in

Nvidia makes real things, grinds to push computing forward and are coincidentally wrapped up in the latest hype cycle in a big way Software-only startups make nothing but hype and (these days) merely copy-paste existing frameworks and libraries into an AWS account, fill in predefined config parameters, generate zero net new knowledge Studied applied physics and EE in college, b…

So far, it seems to be the reverse of that disruption. Hardware companies, Nvidia, Apple, AMD, Intel, ARM, memory companies, are all having record-setting quarters, and it's actual profits, not subsidized by investors and circular investments (though the hardware companies are investing in the AI companies to keep the hype train rolling).

$AMD zucchini and yellow squash work real nice on the grill

The letter is dated 2007-10. AMD released (ie commercially available) Pacifica on May 23, 2006 while Intel did released their Vanderpool a half of year earlier November 14, 2005. [0] Windows Server 2008 was RTM'ed on February 2008 which provided Hyper-V as a first class component. [1] Virtual Server 2005 R2 SP1 added support for both Intel VT (IVT) and AMD Virtualization (AMD-V…

Just finished Veritas - Truth Across Cultures[1]. The idea is that many different cultures have written sayings that are basically the same. Similar to how one would give more credence to more than one person saying the same thing, the same is true for cultures. So, this is like my catalogue of what diverse cultures agree on. I have been promoting this book. [2][3] [1] https://…