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📊 共 40 条推文
@elonmusk
2026-08-04 23:55:02
🚀🚀
2026-08-04 23:44:29
RT by @elonmusk: The scale of what Elon is building in Bastrop is not well understood.
2026-08-04 23:02:48
RT by @elonmusk: Today, we’re launching Alpamayo 2 Super, our frontier open reasoning model for autonomous vehicles. Beyond seeing, Alpamayo understands and reasons through the complex world - thinks before it acts. It’s a powerful backbone for robotaxis, trucks, shuttles, delivery vans, tractors and the long tail of mobile robots—billions of autonomous machines someday. We’re releasing it for commercial use under OpenMDW-1.1 so teams can inspect it, fine-tune it and deploy it—open models advance safety and security. The next wave of AI is robotics—and it starts with autonomous vehicles. Great work, Alpamayo team! https://blogs.nvidia.com/blog/alpamayo-2-super-open-model-now-available
2026-08-04 22:46:28
Can’t trust OpenAI
2026-08-04 22:45:30
Yeah
2026-08-04 21:40:59
Grok Imagine
2026-08-04 21:39:45
Terafab
2026-08-04 21:37:34
Pension fraud is a global problem
2026-08-04 21:30:36
RT by @elonmusk: A very small percentage of my academic colleagues have ever openly supported my efforts to fight against the parasitic rot in academia. Regrettably, most academics are astoundingly cowardly. They prefer to nod quietly that "men too can menstruate" rather than standing up and saying "Are you insane? No, men cannot menstruate." If you can get academics to reject the most fundamental markers of biological reality, you know that academia is not populated with intellectual NAVY seals.
2026-08-04 21:15:23
RT by @elonmusk: This Grok Imagine 1.5 is pure magic. The lighting, atmosphere and flawless consistency make it look so real. Grok Imagine creates the most natural and heartfelt videos of any AI.
2026-08-04 20:13:26
RT by @elonmusk: Elon Musk in 1995 enjoys the trophy after successfully raiding the refrigerator in the kitchen of his then-girlfriend Jennifer's parents 😂
2026-08-04 19:21:25
RT by @elonmusk: BREAKING: Billionaire Whitey Basson says Elon Musk’s Starlink must launch in South Africa. 🇿🇦 He said that keeping @Starlink out of South Africa is discouraging businesspeople from investing in rural areas where there is no working communications infrastructure.
2026-08-04 14:44:27
RT by @elonmusk: Grok Imagine Video 1.5 is now the #2 Image-to-Video AI model. Another huge milestone for xAI as Grok continues to climb the rankings.
2026-08-04 08:18:08
RT by @elonmusk: $95 million of the Live Aid concert money in 1985 meant for starving Ethiopians bought guns for the Marxist factions fighting each other. This was the finding of a BBC investigation years after Bob Geldof’s concert raised over $125 million when the world saw the famine that killed over a million people. Ethiopia was never colonized, yet Western guilt and empathy were abused. Still remains a cautionary tale on why every dollar of aid has to be scrutinized hard or it ends up arming the people prolonging the suffering instead of feeding the ones who need it. Because as a result of this mismanagement, lives were lost DUE to millions in aid. Context: a drought hit at the same time the ruling Derg, a Marxist military junta, was collectivizing farms and diverting grain reserves to fight the rebels. The famine still happened because Marxist central planning had wrecked food production and the civil war made the drought catastrophic.
2026-08-04 07:37:23
Grok Build update http://X.ai/cli
2026-08-04 07:36:43
Starlink anywhere
2026-08-04 07:36:09
RT by @elonmusk: The next generation Starlink V5 has a smaller form factor and lightweight design with greater power efficiency. With speeds up to 375+ Mbps, Starlink V5 delivers reliable home internet for streaming, video calling, gaming and more. Available in select areas.
2026-08-04 06:48:33
RT by @elonmusk: Learn how to use References on Grok Imagine: characters, locations and props.
2026-08-04 06:08:53
RT by @elonmusk: The beauty of Grok, now in 1080p.
2026-08-04 04:35:13
💯
2026-08-04 04:33:51
Wow
2026-08-04 04:31:46
RT by @elonmusk: Cursor can now read, write, and act across your Google Workspace. New plugins give agents direct access to Gmail, Google Drive, Calendar, Docs, and Sheets.
2026-08-04 03:36:28
RT by @elonmusk: After their slave revolt, Haiti’s founder ordered the killing of all white people on the island. Soldiers went house to house killing thousands including women and children. They took full control, purged the population they blamed, and turned the richest colony in the Caribbean into the poorest and most dysfunctional country in the Western Hemisphere. Today, their descendants demand entry into the West they fought to escape, refuse to return to the mess they and their ancestors created, and are for some reason strongly convinced that borders are racist.
2026-08-04 00:28:34
RT by @elonmusk: The next evolution of humanity will be written in space.
@xiaomustock
2026-08-04 21:26:48
存储爆拉吧，openai和anthropic这俩资本圈的硬菜没上，怎么能允许AI熄火。
2026-08-04 19:11:54
光猛归猛一个都不敢买，业绩太虚了。
2026-08-04 18:56:49
这条光收发器的新闻查了一下ai， 利好cohr，lite，avgo，mrvl
2026-08-04 15:32:38
市场预测的27年存储崩盘，结果暴跌一波又发新闻说2027全年的产能在26年年中就全卖完了。deepseek这个低价策略，搞的其他顶级模型都降价，那么用户1000美元的预算能多用好几倍的token量，存储消耗量暴增。
2026-08-04 15:26:12
这暴跌了一大波，利好就冒出来了。 存储三巨头的2027年产能售罄。
2026-08-04 14:11:29
今天选择买有三个原因， 1.adr规则要求下，8.4号刚好是股东回报分红计划可以公布的最早时间点。 2.前几天反弹后大幅回撤回来，刚好今天价格比较理想。 3.大模型公司被ds 百万token 0.02人民币远低于1美分的定价打得集体降价，势必增加更大规模的存储需求。
2026-08-04 13:59:31
刚接了一波韩股海力士156万韩元成本
2026-08-04 04:12:45
标记一下这些麻瓜机构， 他们清一色的下调了 $META 的目标价。
@aleabitoreddit
2026-08-04 20:11:01
Bessent says: "There may be deal Tuesday or Wednesday to open Strait of Hormuz with freedom of movement" I think markets might like the sound of this.
2026-08-04 19:09:35
A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent: The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices. Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains. "The agency would ban all imports of new transceiver models and then exempt many non-Chinese suppliers from the restrictions" We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.
2026-08-04 10:34:48
SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially requested - industry insiders pointed out that 2027 will enter the most severe moment of memory shortage - Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery Source: Digitimes, citing industry sources. Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.
2026-08-04 07:35:14
Be Citadel: > calls for unexpected rate hike few days ago, causing market panic > reaches out and buys billions of liquidated hedge fund AI assets > no rate hike > “Bull market drivers are fully intact”
2026-08-04 05:16:45
The bears have gone back into hibernation
@JonathanDi3614
2026-08-04 15:03:23
手里的稳步向上，做好自己的标准。 大盘还是盘整的阶段，冲高回落，银行、石油压盘，一点没意外。量能放出来了，是科技硬件反弹给的信心。但明天要是续不上量，那回踩一下也很正常。 不过别慌，今天科技涨，蓝筹压；明天就可能是蓝筹托，科技调。轮着来，节奏很清晰。总基调没变：震荡上行。低吸为主，别等涨起来了再问能不能追。
@dianzhuXS
2026-08-04 09:31:24
冷不防https://open.substack.com/live-stream/306081?r=8moxkp&utm_medium=ios
2026-08-04 07:57:34
大盧2026年5月21日發帖神準預測 「後半年牆大風災」 即將又一次應驗 牆人三次意淫詛咒他國皆成「回旋鏢」 在「去日本」響徹雲霄的呼聲下 後半年第三路17級風王颱風「白海豚」依舊頭鐵的直奔精神病國 【敬畏天地，天佑善人】
生成时间：2026-10-02T11:30:07.910Z