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📅 20260814 推文存档
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@elonmusk
2026-08-14 23:28:20
Yes
2026-08-14 22:52:10
RT by @elonmusk: Cursor has officially joined SpaceX. We’re grateful to become part of such a special company, and it has been a privilege working with the SpaceXAI team. Lots ahead.
2026-08-14 22:40:58
RT by @elonmusk: "Cursor and SpaceXAI are a deep cultural fit with one another. They both work with a pace and intensity that borders on the absurd. And they’re both defined by iteration." "It doesn’t matter if you get it wrong the first time, or the second, or the third—even the tenth or the twentieth. Just keep on going. If you’re moving in the right direction faster than anyone else, you’ll probably win." "Cursor reinvented itself as a company not once but twice: first, from email client to tab-complete IDE and token reseller; and again, from tab-complete IDE and token reseller to AI lab and token creator." "And it did all of that in less than four years." "They really, really want to win." Full piece from @sarahdingwang, @BornsteinMatt, and @martin_casado on Cursor + SpaceXAI: https://www.a16z.news/p/cursor-spacexai-fastest-iterating-team
2026-08-14 22:36:12
It is an honor to have such a great team join @SpaceX
2026-08-14 14:23:06
How to use @bot
2026-08-14 13:40:35
Grok 4.6 ranks #1 on CursorBench for real-world coding
2026-08-14 13:35:06
Grok Imagine
2026-08-14 13:09:48
RT by @elonmusk: Tesla Self-Driving 14.3.7 is quite a beautiful build. Like a world of art really. It cuts through dense LA traffic expertly
2026-08-14 12:55:56
Try Grok 4.6 image & video understanding, it’s a major upgrade!
2026-08-14 12:44:29
Kekius Maximus
2026-08-14 11:08:53
Pinned: Grok 4.6 will work best with the Grok Build harness. The experience will be significantly worse without it, so best to evaluate using Build. https://Grok.com/build
2026-08-14 10:09:45
RT by @elonmusk: He built the computer vision system in my oven. (True story). So when he praises something I listen a little harder.
2026-08-14 09:20:22
RT by @elonmusk: Grok 4.6 from @SpaceXAI on ARC-AGI (Verified): - ARC-AGI-1: 87.5%, $0.30/task - ARC-AGI-2: 67.1%, $0.76/task - ARC-AGI-3: 2.11%, $5.6K On ARC-AGI-3, Grok 4.6 with xhigh reasoning scored comparably to GPT-5.6 Sol with high reasoning, but cost $5.6K versus Sol's $15.2K.
2026-08-14 09:08:35
RT by @elonmusk: Thrilled to receive this feedback from Tesla — they tackle the world’s most critical multimodal challenges. Extremely proud that the team’s work is paying off🚀
2026-08-14 06:58:33
Tesla self-driving is amazing
2026-08-14 06:47:12
RT by @elonmusk: Use Grok 4.6 for CAD
2026-08-14 06:42:58
Grok 4.6
2026-08-14 06:01:55
Prosecute/Fauci
2026-08-14 05:45:57
RT by @elonmusk: We don’t just build in Memphis – we live, work, and invest here. We are committed to being good neighbors and responsible partners. Since joining the community in 2024, SpaceXAI has paid $30 million in taxes, supporting essential local services, public education, infrastructure, and more. We’re proud to call Memphis home – the road to understanding the universe starts here.
2026-08-14 05:44:38
He was a wise man
2026-08-14 05:35:15
RT by @elonmusk: Unlike her bro, she doesn't try to hide it
2026-08-14 05:33:01
RT by @elonmusk: 1st Place: Nova taught Grok to reverse-engineer binaries into clean C. Started with 262KB GameBoy ROMs, ended up rebuilding a 1995 car’s ECU runtime. @theoc____ @supratikp07 @henryzhangumich
2026-08-14 05:20:55
RT by @elonmusk: Just took a Tesla Robotaxi ride in an area of Austin where the normal wait in the past was up to 20 minutes and my wait was only two minutes and this was consistent every time I did this!
2026-08-14 04:45:02
RT by @elonmusk: Everybody knew this was happening but if you said it, you got kicked off social media.
2026-08-14 03:43:53
RT by @elonmusk: What features are missing for you from Grok @bot I will compile this and push to the team.
2026-08-14 03:34:39
RT by @elonmusk: Best demo I’ve seen yet — it’s this easy 👇
2026-08-14 03:31:11
RT by @elonmusk: Grok 4.6 just matched Claude Fable 5 on Perplexity’s WANDR benchmark....at more than 60% lower cost Both score exactly 0.496 But the cost per task is ridiculous: • Grok 4.6 → $7.58 • Claude Fable 5 → $20.30 Same benchmark performance....for a fraction of the cost and Grok 4.6 also comfortably outperforms GPT-5.6 Sol Grok 4.6’s efficiency is totally insane
2026-08-14 03:28:10
Grok
2026-08-14 03:16:04
RT by @elonmusk: 𝕏 is the most transparent platform on the internet. I was able to see if my account or posts were being suppressed, understand the exact reason for any visibility limits, and even download the full report. Here’s how easy and transparent it was 👇
2026-08-14 03:08:28
Grok
2026-08-14 02:49:09
All other sources of energy combined are utterly insignificant compared to the Sun
2026-08-14 02:34:41
It really is. The mission is advancement of civilization and propagation of consciousness to the stars.
2026-08-14 02:33:00
A lot of people hit their usage limits fast, so we’re providing more free usage
2026-08-14 02:32:31
RT by @elonmusk: You know how everyone started seeing their friends in the timeline a few weeks ago? With our new open-source code base, you'd also have been able to see what changed under the hood -- here's the story: https://github.com/xai-org/x-algorithm/blob/main/docs/BIDIRECTIONAL_BOOST_CHANGE.md
2026-08-14 02:31:47
Try Grok 4.6
2026-08-14 02:30:59
In making 𝕏 open source, we are actively seeking criticism to improve fairness and quality of algorithmic recommendations
2026-08-14 02:17:40
We are making 𝕏 open source. Transparency build trust.
2026-08-14 01:08:02
RT by @elonmusk: Grok 4.6 ranks #1 on the GPQA Diamond leaderboard 🧠 Grok 4.6 (high) scores 95% - the highest score on the chart for graduate-level scientific reasoning It outperforms Claude Fable 5, Opus 5, GPT-5.6 Sol and Kimi K3
2026-08-14 01:04:20
RT by @elonmusk: I’ve had my @Tesla for 9 days—and it’s already saved my life. Full Self-Driving with HW4 is mind-blowing. My car drove me ~800 miles from Georgia to Texas without me touching the wheel or pedals, while avoiding multiple collisions. I’ve never felt safer in a vehicle. Here’s one example of a collision avoided, automatically captured on camera. In this instance (though it doesn’t show my actual POV), sparks covered the windshield, lighting up the road like the Fourth of July and obstructing my view. Since I was in FSD, the car reacted immediately without overcorrecting like I likely would have, which could have led to a far worse outcome. Everyone who’s ridden with me and experienced FSD for the first time is blown away and now looking into buying one—including my parents, who like me have never owned an EV. There’s no telling how many lives this technology will save. This is hands-down the most incredible purchase I’ve ever made. God bless @elonmusk & the Tesla team🫡
2026-08-14 00:13:22
RT by @elonmusk: Grok 4.6 is now available in Warp and the Warp Agent CLI. Run /connect-grok in Warp to sign in with your X Premium or SuperGrok subscription to get started right away.
@xiaomustock
2026-08-14 22:55:40
真开始定投spy和qqq，每次赚了就买一部分放着。 贵在坚持。
2026-08-14 22:54:47
什么都不缺了，全下来了
2026-08-14 21:33:52
终于跌下来了，心不痒了
2026-08-14 21:29:34
闪迪涨成这样逼样我再加仓会不会死里面。 看着心痒痒，闪迪仓位占比太小了。
2026-08-14 21:11:09
cpu必然会发生和2026年跟存储发生的结构性需求缺口。 现在cpu和gpu的配置需求是1/8， 随着各AI大模型公司下场AI代理，代理需求催生的高端cpu需求会在2-3个季度内快递被爆拉到1/1。八倍的需求提升，而高端cpu的产能完全不可能在最近的2个季度内实现产能8倍提升。 cpu需求的爆发点很接近了， 从这个季度英特尔的高端cpu挤压低端cpu产能可以看出这种变化正在加速。 最快今年年底最慢27年q1就能看见cpu大幅提价，复刻存储26年行情。 也就是只剩下3-5个月时间窗口了。
2026-08-14 20:57:23
未来每个国家都不得不投入巨额资金来建立本地的AI云厂实现AI数据的本地化管理， 因为各国的各类研究和开发不能都通过国外的云服务来做AI调用，这样机密和实验技术等都会被国外ai吸收掌握。 必须通过本地部署开源模型，为这类涉密数据搭建本地AI云服务。
2026-08-14 19:09:08
有时候对比这些股票的市值，营收甚至远期的市值营收还是非常抽象。 虽然这人也做空了美光，但是做空这个 $NEBIUS 感觉没啥错虽然我不敢做空股票。 闪迪一个季度利润60亿美金，2000亿市值， nebius一个季度亏2亿美金，市值600亿美金。 然后nebius暴涨居然是因为27年28年能有个俩三百亿美金的营收，累计拿着个400亿美金订单。 和闪迪一比这公司数据就是一坨屎，都能值600亿。营收，利润，毛利啥啥都不行都能值600亿，可见存储相对于绝大多数公司还是非常便宜，存储这几家公司俩三年赚的钱可能其他公司十来年都赚不到，即使可能他们市值更高。
2026-08-14 18:22:26
我这人赌性太强了越涨越想上杠杆。 存储顺风行情买2x还不够还想继续杠杆梭哈上2x ，生怕错过大行情。 一直在提醒自己这次赚到了真开始践行定投spy和qqq.不然总感觉哪一天我这么搞一把又要爆仓爆掉。
2026-08-14 15:27:04
$META 算是即谷歌之后第二家公司支持和共同开发闪迪的HBF标准的大公司。
2026-08-14 07:59:54
睡醒看了很多人测评的deepseek的agent “DSH”，很多人聊的最多的就是token消耗量，kv键缓存命中率，同时DSH的同任务时间消耗是gpt或者clude的2倍。 这点透露的信息强化了我对英特尔陈立武老爷子说的CPU和dram存储堆叠封装的路线理解。 agent代理的普及很快会迎来cpu/gpu的1:1时刻，那时的cpu也非常需要像英伟达的gpu和hbm堆叠封装一样，需要把cpu和hbm堆叠封装在一起，极大的提高读取效率和降低计算时间。
2026-08-14 01:17:02
今天真是这个月涨的最舒服的一天， 闪迪承诺100%的股东回报， 其他几家不能太不要脸吧。
2026-08-14 01:05:43
这个中微公司和安集科技真是俩好公司， 一个刻蚀全球领先，一个做抛光液，这俩都是存储堆叠层数越高用的越多。
@dianzhuXS
2026-08-14 20:26:00
x.com/i/spaces/1PJqrNNzEZAxb
2026-08-14 17:53:32
這確實是個思路 但太高調了 豢養死士被太早發現 會引來圍剿的
2026-08-14 10:52:57
菊花不過是迎合了大部分精緻利己的精神需求而已 大部分中簡中產，反習不反黨，還幻想吃改開紅利，想習翠以後，回國做人上人⋯⋯ 各位大V學著點，這是中簡圈的流量密碼，但是也別忘了，流量這玩意是雙刃劍
2026-08-14 09:55:23
我說改開是共產黨一不留神犯了個錯誤，你們先別着急抬槓，再危言聳聽一下，就现在習近平和一帮精致利己，這麼在國際上毀壞中國形象，【中國一百年內別想再有改開2.0】，拭目以待😮💨
2026-08-14 09:36:05
從共產黨的「總理」中挑好人 就是「屎裡挑米粒」 那麼問題來了 跟「屎上雕花」有什麼不同 答：因為米粒算糧食 這幫人還惦記著吃呢 朱鎔基當職時期政策的受益者 本質上都是把別人當成了代價 改開就是人家大意了 一不留神犯了個錯誤 你們還真給當成歷史發展規律了 😮💨😮💨😮💨
2026-08-14 09:30:12
從共產黨的「總理」中挑好人 就是「屎裡挑米粒」 那麼問題來了 跟「屎上雕花」有什麼不同 答：因為米粒算糧食 這幫人還惦記著吃呢 😮💨😮💨😮💨
2026-08-14 07:20:28
今晚上課，Substack 同步直播https://x.com/i/spaces/1PJqrNNzEZAxb
@aleabitoreddit
2026-08-14 19:29:05
The $SHKY, Samsung, $SNDK, $MU memory bottleneck never changed anon
2026-08-14 16:30:20
Donald Trump signs a proclamation to strengthen US supply chains for drones. Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT. TLDR, 100% tariffs on: - UAS docking stations + certain critical components - certain parts for >25 kg drones - Drones >25 kg 25% tariffs on: - broader components UAS = Unmanned Aircraft System (don't have any positions in any above)
2026-08-14 12:06:28
Feels like glass substrate timelines got pushed back at least another quarter. - "Samsung Electro-Mechanics Delays Semiconductor Glass Substrate Investment" due to a bottleneck in customer reliability evaluations of prototypes. At its recent second-quarter earnings presentation, less than a month later, the company revised the start of operations to 2028. - "SKC Reportedly Pushes Glass Substrate Mass Production to 2027, Targets Final Validation by Year-end" (Trendforce), earlier last month. TLDR: - SKC Absolics H2 2026 -> H1 2027 - Samsung H2 2027 -> H1 2028 Not everything is always good news with timeline shifts, but glass core substrate shifts do feel imminent. Volume ramp for some players eg. $LPK / Philoptics (161580) / E&R (8027) likely track these mass production timelines.
生成时间：2026-10-02T11:30:07.908Z