Appearance
📅 20260813 推文存档
📊 共 44 条推文
@elonmusk
2026-08-13 23:44:42
RT by @elonmusk: Grok 4.6 is pretty pretty good. Spent a few hours with it last night. A few impressions: - quite fast for the intelligence - prose descriptions of complex code is concise and clear - able to tackle hard problems (e.g. successfully built a RAM probe to pull position information from the PRG emulator I'm using) - Seems particularly good at longer running tasks - May be even more autistic than 5.6? It does exactly what I ask. Not more. And often will take things very (too?) literally - Gonna try it as my primary driver and see how it goes, but so far, quite favorable
2026-08-13 23:39:15
RT by @elonmusk: Less than 48 hours ago, SpaceXAI dropped Grok 4.6. People are already building crazy stuff with it. 10 wild examples:
2026-08-13 22:33:52
Not bad
2026-08-13 22:29:30
Video
2026-08-13 22:15:12
RT by @elonmusk: August 13, 1997, is the day it all started. The very first episode of #SouthPark premiered 29 years ago today. Celebrate #SouthParkDay and watch all seasons exclusively on #ParamountPlus!
2026-08-13 21:42:50
RT by @elonmusk: Grok 4.6 built this 🤯 An exploded jet engine. High-bypass turbofan, then ignited. Fire, heat, N1/N2 spool, engine roars with sound. Procedural Three.js. No downloaded models.
2026-08-13 21:18:43
RT by @elonmusk: Grok Bot just passed Google’s “I'm not a robot?” test I fail this task sometimes tbh 😅
2026-08-13 16:44:13
Video
2026-08-13 13:11:57
RT by @elonmusk: one best thing about Grok 4.6 is that you don't have to set a goal or loop It now works for a long time autonomously as long as it can finish the job and it really really tries to finish the job
2026-08-13 12:37:33
Video
2026-08-13 12:36:03
Grok 4.6 has a great sense of humor 😂
2026-08-13 10:12:24
RT by @elonmusk: I’m not sure who made this. But it rocks.
2026-08-13 07:38:49
RT by @elonmusk: Maybe it's just because it's new and shiny but I'm obsessed with with Grok Bot. The form factor is so fun, especially when combined with text to speech. You can FLY. Automations just work, cross-bot messaging works perfectly (I do most everything through my "chief of staff").
2026-08-13 06:33:10
Grok 4.6 reaches #1 on @databricks
2026-08-13 04:49:45
RT by @elonmusk: Grok Bot has taken over the entire internet. And for good reason It is an EXCELLENT AI agent But you HAVE to set it up the right way Here are the first 5 steps to make your Grok Bot agent team SUPER powerful: 1. Brain dump everything about yourself, goals, passions, and career into the initial agent. This is going to give it the context it needs to set up your agent team 2. Next, prompt the agent "Based on what you know about me, what do you think would be the best set up of this Grok Bot app? Which bots should I make and what should their responsibilities be? This should enable the best workflow and productivity" This will give you the perfect plan for setting up Grok Bot 3. After reviewing the plan, ask the Bot to set up your workspace for you. It will create the agents, give the right context and descriptions, and make sure your setup is built for productivity 4. Next, ask it for which routines each agent can set up to help you out the most. This should give you a list of cron jobs (routines) that each agent can do on a regular interval 5. Ask the agent to implement these And just like that, you have the most powerful AI agent on the internet all set up. You have an entire fleet of agents ready to go and do work for you. And in fact, because you set up the routines, they're ALREADY doing work for you Enjoy the AGI
2026-08-13 02:09:49
Try out Grok @Bot
2026-08-13 02:07:06
Try out Grok 4.6! Double your tokens for next 7 days.
2026-08-13 02:02:44
RT by @elonmusk: Tried Grok 4.6 on my bug bench an hour after release. 105 hidden bugs in two real repos, judged blind. Grok 4.5: 17 (+10 non-planted) Grok 4.6: 27 (+15 non-planted) Fable 5: 29 (+2 non-planted) Looks like it may be my new default model. The best combination of time, value, and cost. 4.7 is dropping soon. That may be an even bigger jump.
2026-08-13 01:48:32
RT by @elonmusk: SPACEXAI: Grok 4.6 leads on the two strongest knowledge-work / real-world productivity benchmarks (GDPVal-AA and AA-Briefcase) and on the legal benchmark, while remaining highly competitive on coding-agent and general intelligence metrics.
2026-08-13 01:38:49
Try Grok 4.6 on tough real-world tasks!
2026-08-13 01:30:52
RT by @elonmusk: one step closer to moon cannon and party.
2026-08-13 01:13:05
RT by @elonmusk: In case you missed it yesterday, here is the full video of Elon Musk giving a company update on the future of SpaceX:
2026-08-13 01:12:22
Pareto gold for Grok 4.6
2026-08-13 01:09:18
Tesla FSD FTW
2026-08-13 01:07:47
Grok is the most efficient high intelligence AI
2026-08-13 01:04:37
Grok 4.6 is objectively #1 when considering intelligence, speed & cost
2026-08-13 01:01:16
Yes
2026-08-13 00:47:22
RT by @elonmusk: Grok 4.6 is now one of the top models in the world for agentic workflows It ranks #1 on the Artificial Analysis Agentic Index, tied with Claude Opus 5 Max Agentic AI is about more than answering questions It measures: • Tool use • Planning • Autonomy • Complex problem solving Grok 4.6 tops the chart
2026-08-13 00:27:54
RT by @elonmusk: Congrats to the @SpaceXAI team on the release of Grok 4.6. Grok 4.6 brings frontier intelligence, running and trained on NVIDIA GB300 NVL72 with NVLink to deliver exceptional performance, reliability and lowest token cost.
@xiaomustock
2026-08-13 23:19:49
一个 $RAM ，相当于买了2x #海力士，2x #美光，2x #三星 顺风行情的时候这些2x工具是真爽。
2026-08-13 23:11:12
利好都来了，闪迪 $SNDK 将把超额收益100%返还给股东。
2026-08-13 22:25:03
陈立武在《Tech Surge》播客访谈透露， 英特尔正在研究 CPU 与存储堆叠的新型存储架构。 $INTC 的新存储架构把CPU和存储封装到一起降低agent代理工作的调用延迟提高AI代理的效率。
2026-08-13 00:32:20
陈立武自掏腰包1200万美金认购了 $INTC 200亿美金95刀的增发融资，计划扩建产线和重建英特尔内存业务。
@dianzhuXS
2026-08-13 23:00:54
郭德綱挺過了今年，也就該慢慢淡出了。這次只是小小警告，沒什麼大事。關鍵是「戊戌」月「己亥」月，有點難熬。
2026-08-13 16:05:51
所以「大明白」們別瞎BB了 雖然AI時代能用指令假裝算命 導致你們更能忽悠傻逼了 或許科學家們能夠真懂玄學 但不學無術的流量逼肯定不行 孤陰不長孤陽不生 AI的便利也讓我們更精進了 我們會的你們永遠會不了 看看AI在我們手裡研究的是啥 這才是AI的正確用法 六十甲子納音就是科學 這不僅是古天文學 也是現代物理學 一個字～波，兩個字～螺旋 （別盜圖直接用，有煙霧彈）
2026-08-13 10:34:59
三天沒發帖 我去拜會了一位來韓國旅遊的同道 我曾說過『鐵版神數』我不會，但自從得了他送給我老算盤以後，我就想會了⋯⋯ 我說我想學「鐵版神數」 他說哪個「板」？ 我說「版權」的「版」 他說你學過？ 我說會簡易的 想學你的那種「連山歸藏大定數」 遂相談甚歡 他要把他的師父介紹給我 還送了我一本書 隨便一翻 就知道是鐵版真傳了 因為有納音 為什麼業內都稱「鐵版」 不說「鐵板神數」呢？ 我在這裡一句話說清楚 因為現在流傳的「核心條文」都是鐵卜子祖師寫的，是「鐵卜子」的「版」本，所以叫「鐵版神數」 還有這次相聚了一天，有半天時間我們倆是在罵乾隆和紀曉嵐 我說『四庫全書』中的「奇門遁甲」被改了，他說「鐵版神數」也改了 然後他問～『子平』呢？ 我說～八字還用皇帝改？ 二人會心一笑 😮💨😮💨😮💨
2026-08-13 06:38:41
起家好似「針挑土」 敗家猶如「湯泡雪」 現在的中國正式進入了「湯泡雪」大週期 精緻利己的盤盤 再加上一個好大喜功死要面子的皇帝 無解！ 就這還不讓人說你們 記住了 瞞病必死，瞞賬必窮
@aleabitoreddit
2026-08-13 22:02:45
In another world, $SMCI would look more like $DELL? If they didn't try smuggling $NVDA GPUs using hairdryers... Regardless, SMCI guiding $65-72B FY 2027 revenue off a ~$25B MC is pretty crazy the more I look at it.
2026-08-13 19:43:50
In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation. If you’re not familiar, $ORCL is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs. Anthropic IPO is also expected, with investors expecting $2T valuation, eclipsing $SPCX per FT. Yeah… idk about Anthropic valuations. Jim Cramer defending that valuation is never a good sign. On a side note, Opus 5 is probably the worst consumer LLM I’ve used to date, it’s like a 5 IQ LLM operating off terrible data retrieval. With a Fable-like God complex on top. Enterprise is probably having a better time though. Unitree IPO is also expected this month and priced it at a $9B valuation. Which is a positive tailwind for Unitree for the humanoid sectors. Not really an AI name but SHEIN is going public as soon as the 19th this month. Go ask any girl you know and they’re probably familiar with this platform.
2026-08-13 18:17:49
Okay here's my take on $POET, since apparently people are celebrating on the subreddit that I took small positions. - I have 0 idea. ZERO. How they convinced shareholders to allow them dilute SO MUCH to the point: They have an absurd ~$830m cash on hand now. And my guess is that they're close to done, since I would be in disbelief if they needed more. So now... they have ~$830m to grow their business like M&A, and EV actually dropped really low recently (eg. $1.25B MC vs. $830m cash on hand), that I thought it was compelling to take a risk. - Annualized production capacity target is 12M optical engines/year for 2027, which is pretty absurd ramp. Need to do more research into ASP for Poet's products, but maybe $125-$200? So at ~$150 ASP, $1.8B revenue ceiling. But they're like inverse AAOI right now: no visible demand to fill all that capacity. Aside from Lumilens, which is now a highly valued hyperscaler supplier (probably Amazon or Microsoft), with billions in customer agreements. The interesting thing is if Poet signed prepayment EML agreements with players like Mitsubishi, or CW agreements with Sivers behind the scenes with that balance sheet. And given the current bottleneck, players might use Poet as a workaround for supply procurement. But basically, you have a super cash-rich company with a ton of capacity coming online. And they're not really disappearing anytime soon with their financials. I don't quite think it's as technically defensible compared to upstream laser chokepoints with something like $SIVE around the same valuation in terms of technical moat for CW lasers vs. OE packaging side. As you've seen recently with Celestial and Poet. But maybe... there's a chance some hyperscaler or downstream company announces a volume agreement sometime in the future. and $POET takes off. And they do have the supply chain setup for ramp with that. That's the risk I ended up taking, but it's not exactly a clear as day long for me like $AAOI.
2026-08-13 17:46:26
Feels like my $IQE thesis Feb this year got validated alongside $AXTI and others. (I still long on both) So I stopped covering them as much. But TLDR on updates: Early this year, IQE was a distressed but critical chokepoint in the optical supply chain with links to $LITE and others when I published my thesis on it. Since then: - $MTSI signed long term epiwafer supply agreements, took a stake in the company, now IQE is bank debt free (Macom has convertibles, but that's positive) - $TSEM signed agreements for InP epiwafers. - Management explicitly said its IQE agreement was signed to secure the "strategic III-V epiwafer supply required for that roadmap" - IQE signed another ~$14M mysterious AI DC contract. The only part that's still playing out with my earlier thesis is IQE converting their latent/underutilized capacity toward AI DC segment, to match peers like Landmark in the space (which takes time, like slightly over a year if I remember correctly). There's some national security implications that I'll avoid talking about that makes them more important. But basically: FY2025 revenue: £97.3m FY2026 guidance: over £126.5m They're rapidly growing again in the optical sector, out of bank debt/distressed liquidation state, and remains a critical chokepoint in Western optical supply chains. Now... with new agreements with your leading photonics companies for revenue growth, and players like Macom serving as a soft backstop. After a thesis gets validated, typically I just sit back and enjoy growth of a business.
2026-08-13 15:44:59
$SIVE announces a $3.4M development program with SemiNex! For CPO, DFB laser arrays, and optical amplifiers. Early production is targeted H2 2027 (in line with early scale up CPO timelines) Seemed weird to me at first given product overlap, since SemiNex is a much smaller Series B company... But then I got reminded of a less explicit version of $SPCX + Cursor relationship (derisking by working together first). There's probably something interesting Sivers found in this company.
2026-08-13 10:52:11
Is it just me, or is the list of 3 letter optical jargon never ending? We have LPO, LRO, NPO, XPO, CPO, OBO, and others for approaches. Then InP, EML, ELS, OCS, SOI, and others to add to the random terms. Even the industry events with OCP or OFC get their three letter names. People who have followed me on my optical bottleneck scavenger hunt with $SOI or $IQE might know a lot by now. But wouldn’t new followers might be super confused…
2026-08-13 06:59:29
My main takeaway was that your merchant CW laser suppliers seem to be EXTREMELY IMPORTANT now. But TLDR of $COHR earnings: "given the demand that we see in our DC business with transceivers, I don’t see any time in the near future where we would be selling indium phosphide lasers externally" - Ton more value placed on companies that sell InP lasers externally if $AAOI can't doesn't enough capacity for first gen-CPO deployments, $COHR not selling externally... I guess that's why $MTSI said a ton of customers are approaching them with urgency for InP CW DFB lasers (and they dont even have meaningful capacity coming online until EOY 2027) $AAOI -> Internal $COHR -> Internal Buyers -> fewer places to look for capacity. "Our backlog now extends out, fiscal 2027 is basically completely booked out. We are booked really through the end of calendar 2027" [ Massive massive demand visibility] - Coherent also mentioned LTAs spanning end of decade. So this kinda reinforces what $POET CEO said at their AGM that the "big 3" are fully sold out next 2 years. "we’re not constrained in the assembly and test capacity right now. We’re really just constrained by the ramp of the indium phosphide production" - Just for the bottleneck bros in terms of assembly/test not a bottleneck. "absolutely no push-out of CPO demand. In fact, it has been the opposite. We have seen demand increase and request from customers’ demand getting pulled in" "we continue to expect revenue from CPO for scale-up applications to start to flow in the second half of calendar 2027" - Big read through on other CPO players for scale up if $LITE, $COHR reaffirm revenue from CPO scale up coming h2027. - "quarterly revenue exceeding $3 billion by the end of fiscal 2027" - $COHR revenue go brrr So for regular numbers it's: - $2.046B revenue (+13.3% Q/Q, +33.8% Y/Y), main revenue ramp looks to be happening entering Q4 into 2027 - Non-GAAP gross margins: 40.2% Next quarter guide is: - Revenue: $2.2–$2.4B revenue - Non-GAAP gross margins: 39.5-41.5% Basically: $1.69B -> $1.81B -> $2.05B -> ~$2.30B -> $3.0B (end of FY 2027) ~39% -> 39.6% -> 40.2% -> ~40.5% (gross margins) For operating margins: 18.0% -> 19.5% -> 19.9% -> 20.3% -> 21.8% Little less impressed compared to $LITE margin growth in terms of profitability, but revenue scale for $COHR growing rapidly.
生成时间：2026-10-02T11:30:07.909Z