无差别，
目测都是自家在内部用 AI 降本增效的产品拿出来了
MARKET TRENDS
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Market Delusion: Understanding Historical Trading Failures and Systemic Risk
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(Not every bad trade in history is 2008 repeating itself, but it is instructive to understand how actors and systems can delude themselves.)
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Google’s Strategic TPU Investment: Foresight Over Hardware Dependency
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google simply does not get enough credit for the TPU the amount of conviction & foresight it took to fund and build hardware specifically for for AI… in 2015… ten years later, literally everyone else is dependent on nvidia. except big G really a brilliant strategic move
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Do You Feel the AGI? Exploring Artificial General Intelligence
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DO YOU FEEL THE AGI , ANON? #AGI #AGIALPHA #ASIFirst
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Volatility Manufacturing and Leveraged ETF Market Dynamics
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(As an intuitive sketch, the convert arb shops are manufacturing vol to both the upside and the downside, which they want to sell to willing buyers. The ETFs which pitch leveraged MSTR to retail buy one side of their outputs in size; the other side is industrial waste of that.)
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Long-term put strategy for market asymmetry advantage
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(Have had these puts for more than a year now on the general theory that I get few opportunities in the public markets to look at the other side of a trade and not feel like they have overwhelming advantage over me.)
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Search Decline Across Commercial Categories Marks Shift in Discovery
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Some incredible changes are happening in the world and it’s just beginning. It’s not just informational categories where search from blue links is declining. Commercial categories too like Travel, Food/Drink, Fashion and E-commerce.
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China Tops 2025 Nature Index Surpassing US in Scientific Output
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La revue scientifique Nature vient de publier l’Index 2025 des leaders de la recherche : La Chine est n°1 mondiale en production scientifique Les États-Unis sont relégués à la 2ᵉ place -> 8 des 10 meilleures universités sont chinoises
-> Seule Harvard représente les USA -
India Embraces AI While Americans Remain Hesitant About Technology
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Americans are still not feeling AI, but India’s out here loving it! #AI #ArtificialInteligence #LLM #LLMs #technology #Tech #GenerativeAI #GenAI @SpirosMargaris @PawlowskiMario @mvollmer1 @gvalan @ipfconline1 @LaurentAlaus @Shi4Tech @Fisher85M @kalydeoo @Ym78200 @Nicochan33
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Ad Industry Grapples with Generative AI Adoption at Cannes Lions
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I'm absolutely thrilled to share my first story for @nytimes
! For today's @dealbook
, I previewed @Cannes_Lions and the existential debate the ad industry is having: how to embrace generative AI without being displaced by it. #CannesLions2025