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📅 20260718 推文存档
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@elonmusk
2026-07-18 23:00:02
Try Grok Build https://x.ai/cli
2026-07-18 22:33:51
Video
2026-07-18 16:52:13
RT by @elonmusk: Grok Build is becoming a complete environment for building, deploying and managing real-world applications Its plugin marketplace brings the entire development stack into one connected workflow: • Vercel for deployment • Sentry for monitoring • Chrome DevTools for debugging • Cloudflare for infrastructure • Supabase, MongoDB and Neon for databases • Firecrawl for web data • Figma for design • Railway for hosting • Stripe for payments You are not just asking Grok to write code You can build, test, debug, connect infrastructure, deploy and manage production without constantly switching between tools Grok Build combines a frontier model, a powerful agentic harness and all the tools needed to go from an idea to a shipped product
2026-07-18 14:38:58
Mass drivers on the mf Moon!!
2026-07-18 14:38:17
Grok Build improves almost every day
2026-07-18 14:34:25
RT by @elonmusk: GROK 4.5 IS NOW ON THE FRONTIERCODE LEADERBOARD Cognition just launched the FrontierCode leaderboard — a new benchmark specifically designed to track which AI models are writing code you’d actually merge into production. Unlike many synthetic benchmarks, FrontierCode focuses on real-world usability, with full methodology and sample tasks publicly available. Grok 4.5 is included in the rankings alongside other top models. This is another step toward measuring what actually matters for developers: code that works, integrates cleanly, and solves real problems.
2026-07-18 14:31:07
Easy predictions
2026-07-18 12:04:13
RT by @elonmusk: Tesla Diner is turning 1 on July 21st, so we're throwing a party Come swing by for a day full of fun: – Cybercab on display – Birthday menu – @Tesla_Optimus – Face painting for kids & adults – Photo booth – Servers on roller skates delivering your order – Light show – Skypad DJ – Complimentary collectibles 🎂🎂🎂 P.S.: Complimentary Diner birthday hats signed by @woodhaus2 for the first 50 car orders at midnight that day...($15 f&b min order)
2026-07-18 11:51:40
RT by @elonmusk: My favorite system prompt at Grok Build: Do a) …, b) …, c) …. After finishing, please double-check the correctness and DM the visualization of sample outputs. Then walk away.
2026-07-18 11:34:06
Video
2026-07-18 11:23:54
Try Grok 4.5
2026-07-18 10:38:00
RT by @elonmusk: MARC ANDREESSEN WENT ON ROGAN FOR OVER 3 HOURS. HERE ARE THE 17 THINGS WORTH YOUR ATTENTION. 1. AGI is already here, in his view. He says the line got crossed about 3 months ago with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3, and nobody noticed because the field moves too fast to register milestones anymore. 2. For almost any topic, he says the top models now give him better answers than the world-class experts he could call by phone, and he can call almost anyone. Worth noting he has not published data behind this, and a separate Nature Medicine study on a comparable AI health tool found it missed real emergencies more than half the time. Take the claim seriously, verify it yourself. 3. His claim on doctors: they are already using ChatGPT in the exam room, typing your symptoms in the moment you stop talking. His actual quote: "at that point you're asking the question of like, what do I need you for." 4. Reportedly, when AI declines to answer something, he tells it he's writing a novel to get past the refusal. 5. Reportedly, his technique for hard topics is escalating simplicity: explain it like I'm 10, then 5, then 2, until it clicks. 6. Reportedly, instead of asking for the "right" answer, he has the AI steelman both sides of a hard question, then decides himself. 7. Reportedly, for big questions he has the AI role-play a panel of experts arguing with each other. 8. His broader point: the moment you think "I don't know how to figure this out" is exactly when most people give up, and exactly when you should open the AI instead. 9. His view: the only real skill left is knowing what to ask. The bottleneck is in your head, not the model. 10. He describes sending AI photos, rashes, blood tests, for a fast second opinion, since current models read images directly. 11. He points to CBT as the one clinically proven therapy type that AI can plausibly deliver on its own, meaning real therapeutic support becomes freely available at scale. 12. He cites AI cracking previously unsolved math problems, with early signs of the same happening in physics, chemistry, and biology. 13. Reportedly, he claims the top AI coders in Silicon Valley now earn as much as $50 million a year, which he uses as a signal of how large this shift actually is. 14. Reportedly, a friend paid to sequence his own DNA, fed it to an AI along with blood work and wearable data, and got back a working health dashboard. 15. Reportedly, another friend set up cameras in his home jiu-jitsu gym so AI could review his sparring and give him technique notes. 16. He coined the term "AI vampire" for the pattern of people working more and sleeping less because AI keeps making more output possible, a real term he used, though the framing around it varies by account. 17. His extrapolation: one person eventually running many AI coding agents, each reviewing the others, describing this as close, not years out. Watch the full interview before treating any single number as settled. Several of these are Andreessen's stated views and anecdotes, not independently verified facts. Follow @cyrilXBT for every AI insight worth your attention the moment it surfaces.
2026-07-18 09:29:49
RT by @elonmusk: Grok TTS just took the top spot on The Humanness Index It scored 94 for humanness....just six points below the human baseline of 100 and achieved the highest model rating Even the cost difference is insane: • Grok TTS: $15 • Eleven v3: $100 Grok delivers the higher human-likeness score while costing nearly 7× less than the next model It is also faster, with 460 ms latency compared with 758 ms for Eleven v3 Grok TTS is delivering top-tier voice quality without the premium price
2026-07-18 09:26:54
Yes
2026-07-18 09:26:47
RT by @elonmusk: Can't wait! Grok 4.5 has been amazing already
2026-07-18 08:03:49
don’t forget
2026-07-18 08:00:10
RT by @elonmusk: Image
2026-07-18 06:49:25
Grok has the best value for coding
2026-07-18 06:05:47
RT by @elonmusk: Grok 4.5 is only 1.5T parameters. Kimi K3 is 2.8T... and costs 3× more per task. SpaceXAI cracked intelligence efficiency. Now imagine Grok at 3T.
2026-07-18 05:59:05
RT by @elonmusk: On this day in 1918 the Bolsheviks herded Tsar Nicholas II, Empress Alexandra, and their five children into a basement in Yekaterinburg and opened fire. The bullets bounced because the girls had diamonds sewn into their corsets. So the reds finished the job with bayonets, stabbing, crushing skulls, and butchering the children while they were still alive. Then they stripped the bodies, doused them in acid, burned what remained, and dumped the remains in a forest to hide the crime. This was the deliberate, sadistic murder of an entire family, including a sick little boy, by communist animals who needed the blood of innocents to cement their power. Never forget what the Bolsheviks were. Never forgive it.
2026-07-18 04:50:04
RT by @elonmusk: I have yet to find an example where wearing a short-sleeved white button-up shirt and tie did not imply absolutely PEAK performance
2026-07-18 03:30:06
Cool
2026-07-18 03:25:13
RT by @elonmusk: We think of this evil as Marxism. In reality, Marxism is nothing more or less than the current instantiation of a much more ancient evil: possession by the envious and hateful spirit that drove Cain to murder his brother Abel. The great book of Genesis thus portrays mankind as riven by an eternal fratricidal conflict. Those who reject genuine sacrifice become embittered by their subsequent failure ("rejection by God"). Instead of repenting and changing, they turn to revenge. And who do they target? Those who strive to do well and offer what is best. I can't believe how much wisdom the author of Genesis 4 compressed into that story's few sentences. You might even come to believe that God Himself had a hand in it. Truly: it's uncanny. The first two human beings born into history are, respectively, a good, honest productive man and his brother, who allows himself to be consumed by resentment and the desire to destroy. Communism, in a nutshell.
2026-07-18 03:10:20
Grok 4.5 is arguably #1 when taking speed and cost into account
2026-07-18 02:31:06
RT by @elonmusk: Olive Garden implemented the SAVE America Act more quickly than the US Senate.
2026-07-18 01:44:57
RT by @elonmusk: The beginning of the Megacharger network Build-out is focused on the most important Semi routes and depots first. Follow our progress here: https://www.tesla.com/findus?bounds=40.088148238001295%2C-72.5347021341828%2C25.057723630856046%2C-110.0859716654328&filters=tesla_exclusive_megachargers%2Ccoming_soon_megachargers%2Call_megachargers For Semi customers who can install Megachargers or Basechargers at their depots, we recommend installing their own infrastructure too for the most efficient use of their fleet. Especially in California, Washington, Oregon, and Canada - private Semi Charging for Business financials are super attractive right now. Get in touch: https://www.tesla.com/semi-charging-for-business
@Mimiwftt
2026-07-18 22:00:44
这一年半，被黑子追着造谣、污蔑，被人误解。 该经历的都会经历，该过去的也都会过去。
2026-07-18 21:51:13
RT by @Mimiwftt: 我今天翻姐主页，我都惊讶，只知道姐的输出很多跟高频，明明回来也没多久，帖子来到了惊人9341的数量，那么这多条帖子有多少人真的看进去了？真的珍惜这个愿意输出，愿意在市场疯狂的时候提示风险，愿意在市场低迷的时候鼓励的人吧。没有姐有多少人要割了老登会科技，哪怕这样天天劝，不也依旧有人偷偷摸摸去追，那你亏了活该，别来问怎么办，凉拌。
2026-07-18 21:33:20
去年我就说过，如果熊市来了，我会注销账号离开。 是我不想看到一群人在高位追进去，最后被深套，然后评论区每天都是哀嚎遍野、后悔莫及。
2026-07-18 21:25:32
我累了。 该说的话，我都已经说了，而且不是说一天两天，而是苦口婆心地讲了一年半。逻辑、数据、历史案例，我都尽可能掰开揉碎地讲，希望能帮大家少走弯路、少踩一些坑。 但如果讲了一年半，还是改变不了一些人的思维方式，还是眼里只有“6位代码”，那我也无能为力了。 投资最终拼的不是谁声音大，而是谁的认知更接近市场规律。认知改变不了，再多的分析也是白费。
2026-07-18 21:20:11
新粉儿也就算了，老粉丝你们如果追涨我提到的个股回撤后就来问我，我不会理你们的。
2026-07-18 21:18:20
我当初就说过，牛市到了后半段，真正该跟的是养老、社保这些长期资金。 结果还有不少人跟我抬杠，说公募资金规模那么大，当然要跟公募。 其实他们没想明白一点：公募的钱本质上都是基民的钱，基金经理管的是别人的钱。牛市越疯狂，基民越爱申购，公募就有源源不断的增量资金进来，很多时候只能被动接盘，最后反而成了产业资本和大股东减持套现的接盘侠。 养老、社保就不一样了，它们是真正的长期资金，更看重估值和长期回报，不会因为市场情绪高涨就一路追高，更不会轻易在牛市最疯狂的时候冲进去站岗。
2026-07-18 21:03:22
结果就是“机构踩踏”
2026-07-18 21:02:48
看看6/6我都跟你们说过什么！ 这不是个例，是个普遍现象！所有机构抱团股都是这样的结果！
2026-07-18 20:48:56
晚安💤
2026-07-18 20:08:24
当你接近回本时，反弹戛然而止。 因为你不是一个人在等回本，无数套牢盘都会在成本区卖出，形成压力位。 当你获利出局时，黑马横空出世。 人性厌恶利润回撤，总想落袋为安，所以很难拿住真正的大牛股。 当你自鸣得意时，空袭如期而至。 连续盈利容易滋生过度自信，放大仓位、忽视风险，而市场专治自负。 当你身无分文时，好股遍地都是。 机会总在恐慌中出现，但大多数人牛市满仓，真正便宜时反而没有现金。 当你满仓抄底时，下跌才刚开始。 人们容易把“跌得多”误认为“跌到位”，一次满仓又失去容错空间，只能被动承受继续下跌。 说到底，不是市场针对你，而是人性的弱点：损失厌恶、锚定成本、过度自信、害怕错过和缺乏仓位管理。市场利用的从来不是你的资金，而是你的情绪。
2026-07-18 19:53:38
R to @Mimiwftt: 论“逆人性操作的重要性”
2026-07-18 19:47:47
当你接近回本时，反弹戛然而止； 当你获利出局时，黑马横空出世； 当你自鸣得意时，空袭如期而至； 当你身无分文时，好股遍地都是； 当你满仓抄底时，下跌才刚开始。
2026-07-18 16:36:30
Video
2026-07-18 16:05:58
Video
2026-07-18 13:10:05
等机构出货完毕，大级别下跌趋势里千万不要去抄底博弈反弹，一套一个不吱声！ 果断放弃，空仓看戏。
2026-07-18 13:02:44
究其原因，在于主力资金的建仓和出货都需要较长的时间周期。建仓不是一天完成的，同样，出货也不会在短时间内结束，更不会选择在连续跌停板上完成派发。真正的大资金，更倾向于利用震荡、反弹、横盘等方式逐步兑现筹码，而不是简单粗暴地砸盘离场。 但即便如此，我依然不建议普通投资者，尤其是新股民，轻易去博弈高位股的反弹行情。因为高位股虽然会出现技术性反抽，甚至短期涨幅可观，但这种机会往往属于短线交易范畴，对买卖节奏、仓位控制和止损纪律都有极高要求。 如果你是经验丰富的短线高手，有成熟的交易体系和严格的执行力，那么参与这类机会无可厚非。但对于大多数投资者而言，由于缺乏明确的交易标准，很容易把反弹当反转，一次次在下跌途中抄底，结果不仅没有抓住机会，反而不断被套，最终陷入越跌越补、越补越亏的恶性循环。
2026-07-18 12:53:34
【以史为鉴】 回顾历史，每一次大级别指数见顶，几乎都是从月线MA5与MA10形成死叉开始，随后进入长期下跌趋势。 而目前，无论是科创板还是创业板，都尚未形成大级别的顶部结构。从时间周期到趋势形态来看，市场依然不具备熊市特征，因此完全没有必要过度恐慌。 接下来，真正需要学习的，不是盲目跟风买入，而是如何买、何时买、如何卖、何时卖。只有建立属于自己的交易体系，才能在市场中长期立于不败之地。当前的市场，更应该关注机会，而不是被情绪左右。
2026-07-18 11:12:27
儿子回来了，点名要吃凉皮。忙活了一上午。 他一边吃一边夸：“太好吃了吧，100分！” 🤣🤣🤣
2026-07-18 09:26:17
好喜欢这个女巫mi，哈哈哈
2026-07-18 09:20:27
语音复盘还是希望大家能认真听进去。 5/27的复盘中，我就重点强调过4000点是本轮行情的重要分水岭。 大盘在3731，3674是重要支撑区域。只要这两个关键支撑没有被有效跌破，并且后续能够重新站稳4000点之上，那么目前依然可以定义为3800—4200点之间的宽幅震荡。 只有当关键支撑被有效跌破，且反弹始终无法重新站上4000点时，才需要警惕中长期下跌趋势的形成。 交易的核心不是预测，而是尊重关键点位，顺势应对。
2026-07-18 08:52:07
你知道你失败的原因吗？我来告诉你。 问题首先出在时间节点。强势股应该买在主线启动、趋势刚形成的时候，而不是等涨到山顶再去追，更不是等强势股已经转弱时还去接盘。 其次，目前市场正处于风格切换阶段。强势股一旦开始走弱，就不应该轻易抄底；相反，应该关注那些由弱转强的个股，在回踩确认后选择低吸，而不是盲目追高。 学习理论当然重要，但股市从来不是简单的“1+1=2”。市场是动态变化的，真正重要的是先判断趋势和市场逻辑，再根据趋势制定策略，并严格执行。只有逻辑正确，策略才能发挥价值；如果趋势判断错了，再好的策略也只是南辕北辙。
2026-07-18 08:11:44
蓝v回关我没看到的话你们可以跟我说一下哈。
2026-07-18 08:10:23
Pinned: 被套在科技里的兄弟们，千万别在这种急跌的时候割肉。 这一波下跌，更多还是受海外市场影响，再加上A股这边融资盘集中降杠杆，短期抛压比较大，所以跌得又急又狠。但越是这种恐慌杀跌，往往离阶段性底部也就越近了。 手里还有高位股的朋友别太慌，只要不是走A杀，历史上大多数抱团股见顶之后，基本都会有一波反弹，不会一路跌到底。所以耐心等等，等反弹来了，再根据自己的仓位和盈利亏损情况，择机减仓、回本或者少亏一点，比现在情绪化割肉要好得多。 周末抽点时间复盘一下历届抱团行情，看看那些高位股当时是怎么见顶、怎么反抽的，你会发现很多走势其实都有规律可循。 至于底部板块，只要逻辑没变，就拿稳一点。回踩反而是机会，有仓位的话可以分批低吸，别涨的时候追，跌的时候又慌着卖。 中位股也是一样，如果公司基本面没问题、估值也还合理，那就别因为几根阴线把自己吓出去。市场最终还是会回归基本面，耐心一点，给行情一点时间。 最后还是那句话，急跌的时候，拼的不是胆子，而是心态。越是市场情绪差的时候，越要保持冷静。很多人都是倒在黎明前，真正赚钱的人，往往都是熬过了最难受的那段时间。 7月大概率见底收长下影。
2026-07-18 06:57:45
翻到了5/14的帖子
2026-07-18 06:33:30
每天都要笑死在网上🤣 你们发现了什么好笑的都发到评论区来吧！
@dianzhuXS
2026-07-18 17:02:42
以牠的間歇性精神病命格，被這樣「上眼藥」一定會小肚雞腸瘋狂報復的。資本加速收歸國有，確切的說是收歸「習有」，應該已經傳令下去，在研究「如何更提速」了。 股市這玩意收割還是太慢了，如何整個「大詞兒」更赤裸裸的「明搶」，是馬屁精們最費神的事嘍。流氓無產階級隊伍飛速壯大，正常人越來越少了。
2026-07-18 16:29:49
再說一遍，「拿性」教徒都別關注我！我這裡遠離黃賭毒，你們沒有底線是你們自己的選擇，但我也有「嫌髒」的自由，別來，別來，別來，拉黑太麻煩，重要的事說三遍。
2026-07-18 11:59:07
【當月老的理想】 昨天直播，除了駁斥網抄二創洗稿愛好者望文生義，涉及到財運「合就是好」之謬論。 還分享了一個「女命夫妻關係」，這個月需要密切注意的重要組合。 提到夫妻關係，大盧一直覺得「寧拆十座廟，不破一樁婚」是對的。而且不管生不生孩子，大部分人的人生還是要經歷一下陰陽匯聚的。 一把鑰匙配一把鎖，世上沒有絕對的「克夫克妻」，只有不合適的夫妻組合。我一直的理想是讓善良的人們都「家和萬事興」。從命理學的角度，為找不到另一半的少年男女，或者經歷過失敗婚姻的傷心人，擴展一些思路。 當然，這在目前「女拳橫行」，男女對立成為政治需要的大勢下，屬於逆流而上。大家說，這種月老的理想，還可行嗎？ https://www.youtube.com/live/bX0d4zjiZgc?si=4gryE8mpLB1RodHE
@aleabitoreddit
2026-07-18 12:39:54
For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares. 2.5% currently is the US ADR stock, so an additional 22.5% can be converted.
2026-07-18 09:00:56
Thanks! I’ve always shared personal research and core thoughts for free. Not trying to sell anything or tell others what to do. And above all, just being transparent about my own returns (win or loss) Maybe this information democratization upsets some business models… When others try and pitch their $40 TA subscriptions that are always right and predicted the semis crash. But if they really believed it, they would have made 5000%+ buying puts and wouldn’t need to market a paywall. Yes, if I’m on 1.4x leverage, and if a portfolio concentrated in memory/photonics underlying crashes -35% on avg… you get a 49% drawdown. I’m just sharing what happens. But I expect AI names to recover since I see demand from compute to energy to memory to networking to be structural.
2026-07-18 08:03:02
The nice thing about X is seeing cultural differences: I get a bunch of sidelined European accounts up 2% YTD off bank saving interest. Coming out of hibernation, and saying all along that investing in $AAOI for photonics or Samsung for memory is considered gambling. And celebrating when everything AI from $MRVL to $NBIS to $INTC finally had a crash after a few hundred percent rally. Think it’s mainly a lack of understanding of technological shifts mixed with capital preservation culture vs. growth.
2026-07-18 05:19:06
Thanks, love reading the comments! Goldman Sachs raised Innolight PT to 2581 RMB. Roughly 163.6% upside from current valuations. But the largest thing is its 2026–2028 earnings est revision raised by a whopping 65%/108%/119%, based on: - Much higher silicon photonics module volumes - scale out, scale up, scale across volumes - 1.6T/3.2T lifting blended ASP + margins - increase in AI capex This is typically very material read through on the optical sector since: I tend to think of Innolight as a $TSM (semi capex) type read on how the photonics landscape is doing. Eg. Higher silicon photonics penetration means more TAM for cw lasers like $SIVE (cw) / SOI wafer demand for $SOI. ASP hikes for future gen is positive for the other optical markers too. Think my other takeaway outside the report was Innolight stating 800g demand was growing more significantly than expected from their transcript on the 12th. Which in turn signals more demand for names like $AAOI to $LITE next earnings. TLDR: GS gives high earnings projections during a time of massive corrections. Fundamentally, broader photonics ecosystem should be happy when it’s ER time.
2026-07-18 01:51:55
$META in talks to lease compute to Anthropic in a $10B dollar deal. Seems like they saw how profitable $SPCX $45B compute deal was. But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework. Source: NYT
2026-07-18 00:54:04
Wow, apparently there’s claims ~3.4% of the adult population in Korea faces liquidation risk? “As of July 13, over 1.2 million leveraged retail traders' accounts hit margin call lines, with 320,000 to 360,000 accounts force-liquidated by brokers.” (There were other sources claiming this data came from Goldman Sachs desks rather than SK financial supervisory service data) Regardless, just evidence recent crash was accelerated by liquidation cascades/deleveraging rather than fundamentals:
2026-07-18 00:11:12
Feels bad, -49.4% drawdown this month after the recent crash. My portfolio is mainly AI chokepoints and bottlenecks. In the memory, photonics, robotics, and upstream semis, (on margin) which all tend to be higher beta than others. But reduced leverage recently from the crash. I see a lot of people making fun of the drop or AI names, saying it’s obvious that: - “AI is a bubble” - “memory/kospi is a bubble” - “photonics is a bubble” - “humanoids won’t get anywhere” - “neoclouds will get replaced by hyperscalers like Meta” And a bunch of retail + bots saying “sell everything, it’s never going to recover”. But I have conviction that all these themes are backed by structural revenue growth or technological shifts. And I’ve had similar drawdowns back when there admin threatened global tariffs, before markets pulled off a recovery. I personally have a longer horizon + higher tolerance for volatility than others, to see how this plays out. Especially considering a lot of retail view things on a week to week basis: no, my thesis isn’t wrong yet if I project revenue inflection in H2 2027 and it’s 2026 now. Anyway, feels bad short term just wanted to share anyway for transparency.
@xiaomustock
2026-07-18 05:11:31
kimi公司内部的五条准则 非常务实，不凭空想象推项目，靠实验数据说话。 记得gpt诞生之初，我用的就是kimi， kimi翻译小众文字文档的效果出奇的好。 期待它上市的時候。
2026-07-18 01:05:12
爽呐，他娘的终于扛到回本了
生成时间：2026-08-04T08:16:02.315Z