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📅 20260819 推文存档
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@aleabitoreddit
2026-08-19 23:49:36
$MRVL gives $GOOGL options to buy $12.2B of the company. "The Marvell-Google deal covers a broad range of technologies used with TPUs, including processors that run AI models, manage data storage and move information across networks." Which could translate into ~$120 billion in revenue through 2033. Marvell also has separate warrants with $AMZN after their Celestial acquisition (for purchases of photonic fabric). Remember the good times when Jensen said Marvell would be the next $1T+ company? Seems Nvidia knew Marvell was "networking" its way into all the hyperscalers with warrants.
2026-08-19 15:11:47
We got $LITE, $MTSI, $AAOI all pointing to extreme demand imbalances with lasers/TIA/DSP/etc from earnings... And now Elazr GM at their investor conference stated: Optical supply is still far behind the market demand, the expected AI optical supply chain are likely to continue for years. - "the entire supply chain is out of stock" - "the supply is still far behind the market demand" - "the shortage will continue to the next few years" "Whether it is PCB, carrier board, laser chip, or even related packaging capacity, as long as the AI supply chain link, almost all are in short supply." When demand visibility extends for years with the supply chain bottlenecked: It's getting difficult not to see photonics echoing the memory supercycle entering 2027.
2026-08-19 10:51:57
Unitree (688836) is now public. And is valued at ~$53.3B, after rising +492.18% We finally have a major public company benchmark for humanoids. For reference, Agility (backed by $NVDA, $AMZN) via $CCXI is expected to go public at $2.5B premoney valuation Q4. $TSLA is $1T+, but Optimus is wrapped inside a much larger company. But I think Unitree showed that the demand for pure play humanoid players is much larger… than people expected in public markets.
2026-08-19 01:27:07
My $AAOI TLDR notes at Rosenblatt summit: - Expected to get paid premiums for US production of 800g/1.6T (very positive for ASP/margins). - Several LTAs on the table, but doesn't want to sign to get capacity blocked by other customers (cough cough $NVDA). - Sold out at least through second half of next year and beyond. (High demand visibility like $LITE) - Has 300-400 mW lasers already. - Expects margins to be above 40%+ once CPO comes about (probably most material for rerating). I can't see how anyone can be bearish on this company...
2026-08-19 00:10:36
I'm getting Vietnam flashbacks to the launch of OpenAi. Where with every model, it just keeps getting better... but now with hunanoids. Unitree has claimed that their humanoids: - Can now run faster than Usain Bolt. - Can now jump higher than any human. And with their IPO tomorrow, it seems like China is leading the hardware race.
@elonmusk
2026-08-19 23:41:07
R to @elonmusk: Playing Incognito
2026-08-19 23:40:54
RT by @elonmusk: Starlink is becoming a major part of commercial shipping too Hyundai Glovis has now installed Starlink on 45 of its 47 company-owned ships The rollout started in January and now covers almost the entire fleet, including car carriers and bulk carriers Crew members say Starlink has significantly improved connectivity at sea for: • Video calls • Streaming • Work-related data transfers • Real-time ship-to-shore communication • Remote technical support Hyundai Glovis also plans to use the connectivity for AI-powered predictive maintenance and smarter vessel operations SpaceX’s enterprise team recently visited the Glovis Stella in South Korea to see Starlink operating in real-world conditions and hear directly from the crew Starlink is becoming core communications infrastructure for ships operating across the world's oceans From airlines to cargo ships, SpaceX is connecting transportation system everywhere
2026-08-19 23:34:28
True
2026-08-19 23:33:21
Grok 4.6 now on Bedrock
2026-08-19 23:19:52
RT by @elonmusk: Grok 4.6 is now available on Amazon Bedrock
2026-08-19 23:11:25
Starlink on @lufthansa
2026-08-19 23:05:30
RT by @elonmusk: Does this change everything?
2026-08-19 22:54:06
RT by @elonmusk: SpaceX has officially crossed 11,000 Starlink satellites in orbit. They've added 1,300 satellites to the constellation so far this year. SpaceX requested FCC approval last month to launch and operate a third-generation satellite constellation of 100,000 satellites, so they are just getting started.
2026-08-19 22:52:55
One sat at a time
2026-08-19 22:22:47
RT by @elonmusk: BREAKING: Vodacom Lesotho has officially launched a new enterprise connectivity solution powered by @Starlink. The service delivers primary, backup and “Unbreakable Internet” by combining Starlink with terrestrial networks, keeping businesses connected even in most remote areas.
2026-08-19 22:13:28
Share your Grok @Bot design with others!
2026-08-19 22:11:35
Grok @Bot is the Chuck Norris of bots 😂
2026-08-19 22:09:19
Make an instant one-person company with @Grok @Bot
2026-08-19 22:07:40
Grok 4.6 is #1 on healthcare questions
2026-08-19 22:05:55
RT by @elonmusk: “Create a random image inspired by my X account” Good job Grok, on point!
2026-08-19 22:04:00
RT by @elonmusk: Charlie Kirk: “If you’re studying economics and they’re not teaching Thomas Sowell, you’re not getting an education. You’re getting an indoctrination.” https://x.com/DailySowell/status/2089731041762119794/video/1 Sowell teaches you to question the easy answers and look at the actual results. That's exactly what economics education should do.
2026-08-19 21:27:37
RT by @elonmusk: Starlink’s high-speed internet is now available onboard @lufthansa 🛰️✈️
2026-08-19 21:13:28
RT by @elonmusk: Starship is drawing crowds on Christmas Island. Locals gathered along the coast to watch the massive Starship being towed into calmer waters after 24 days at sea, while some even took boats out for a closer look. Starship has become the talk of the town.
2026-08-19 20:42:12
RT by @elonmusk: I love it. Thank you. 🤗
2026-08-19 18:07:06
RT by @elonmusk: I am bewildered, and not very impressed, by the visceral, naked, irrational hatred spat out by some defenders of Jason Arday. If a Cambridge professor is accused of being an unqualified charlatan, the accusation might be racially motivated. On the other hand it might not, depending on the evidence. The correct question to ask is not, ”What is the colour of his skin” but “Is it in fact true that he is an unqualified charlatan?” Please examine the evidence before leaping to the assumption of racism. As for the idea that journalists “piled in on him” and “hounded him to his death”, most attacks were against Cambridge University. Jason himself was widely regarded as an unfortunate victim of foolish promotion way beyond his ability to cope. In appointing him to a professorship for which he was manifestly unqualified – in ludicrously describing him as “the best in the world” – certain senior members of the university showed a level of patronising condescension towards black people that could fairly be described as racism, while at the same time making him tragically vulnerable to such attacks as came his way.
2026-08-19 17:34:40
RT by @elonmusk: Starship 43's nose cone and payload section has been moved into megabay 2 to begin stacking and assembly. This will be the ship for flight 16. Starship 42 (flight 15) is partially visible in the background. 8/19/26
2026-08-19 17:08:36
RT by @elonmusk: BREAKING: SpaceX’s Starlink constellation has surpassed 11,000 satellites in orbit for the first time. Today’s successful deployment of 24 Starlink satellites brought the estimated total to 11,003, making it by far the largest satellite constellation ever built.
2026-08-19 16:49:30
So many “historical” movies that are a pack of lies
2026-08-19 16:45:46
100
2026-08-19 16:33:39
Odyssey bloopers by Grok Imagine
2026-08-19 16:09:33
No kidding …
2026-08-19 15:27:05
Indeed
2026-08-19 15:03:15
RT by @elonmusk: Falcon 9 launches 24 @Starlink satellites from California
2026-08-19 14:53:13
Specialist AI’s (single language, single area of knowledge) are another 100X
2026-08-19 14:30:27
What’s ur @Bots?
2026-08-19 13:54:30
RT by @elonmusk: Here's the simplest way to get started with Grok Bot
2026-08-19 13:38:22
Clear your email with @Grok @Bot
2026-08-19 13:32:30
Yes
2026-08-19 13:31:38
True
2026-08-19 13:11:29
RT by @elonmusk: I think folks are going to be stunned by how quickly Grok starts generating massive revenue for SpaceX. Grok Bot is easily one of the most useful (and addicting) AI products out there. It’s very Apple-like in that “it just works”. And the UI/UX is easily the best out of any other digital AI product, which makes it dead simple to interface with. Grok 4.6 in Grok Build is legitimately great. It’s just as good as GPT/Claude in most use cases, but far faster and cheaper. Pair this with the massive growth in compute SpaceX will experience in the coming months, and you’ve got a recipe for a vertically integrated token-generating behemoth.
2026-08-19 12:37:37
Yeah
2026-08-19 12:24:13
😂 @Grok @Bot
2026-08-19 11:51:23
RT by @elonmusk: Watch Falcon 9 launch 24 @Starlink satellites to orbit from California https://x.com/i/broadcasts/1RJjppgNbXwKw
2026-08-19 11:34:44
RT by @elonmusk: I just want everyone to know that the first exposure the Plymouth Colony Pilgrims had with Native Americans was... Samoset coming up to their camp and—in perfect English—saying "Welcome, Englishmen. Could I have some beer?"
2026-08-19 11:15:00
RT by @elonmusk: Grok Bot is the best AI agent right now and a full walkthrough just dropped covering setup, use cases and plugins. An army of agents working around the clock 24/7. Set it up correctly and the leverage is real.
2026-08-19 10:33:25
RT by @elonmusk: I have to say, Grok 4.6 with the grok build harness is probably the best all-around, value-for-money subscription out there now on the $300/month Grok SuperHeavy plan. I have two of them now and think I'll probably get a few more. It does all my git commits and other stuff. Fast.
2026-08-19 10:03:52
RT by @elonmusk: I’m currently having @bot do some things for me that I’ve been putting off forever. It’s pretty incredible. 1/ Unsubscribe me from every marketing email I archived in the last 120 days 2/ Find every subscription I’m paying for and tell me which ones I should cancel 3/ Go through my calendar and flag recurring meetings I should probably delete 4/ Find anything I bought recently that’s still inside the return window and remind me before it expires 5/ Find every person I told “let’s grab coffee soon” and never followed up with 6/ Find all the gift cards, credits, airline credits, and random balances I have sitting around unused 7/ Go through my photos and find all the screenshots I can delete 8/ Find every bill that has gone up significantly in the last year and tell me where I should negotiate or switch 9/ Find appointments I’m overdue for and help me schedule them 10/ Find everything in my inbox, calendar, and files that I said I would do but apparently never did 🤯
2026-08-19 09:43:32
RT by @elonmusk: This is a perfect case showing the LIE that Republicans don’t like black people. Republicans literally elected a black man to run a GOP stronghold. It’s about ideas, beliefs, culture, and values. Not skin color.
2026-08-19 09:07:09
RT by @elonmusk: Accepted @wholemars challenge and tried Grok Bot. I have zero coding experience. My earlier attempt at OpenClaw went nowhere. In the last two nights I set up the bot, linked my email, had it build a full 12-page household budget PowerPoint, created a team of bots to help with my wife’s business, and got it sending me daily Tesla news recaps. Insanely easy to set up and navigate. It walks you through everything step by step. Yes… it’s addicting.
2026-08-19 08:58:31
RT @Starlink: Starlink is delivering reliable connectivity onboard @hyundaiglovis vessels, enabling efficient operations, rapid emergency c…
2026-08-19 08:21:30
RT by @elonmusk: Nothing to see here 👀
2026-08-19 08:03:07
RT by @elonmusk: I’ve finally had the chance to play with Grok 4.6 today after exhausting all of my Codex usage. Grok Build + 4.6 has been the best experience I’ve had in a while. TLDR; It’s super fast and it just works. Full thoughts: It’s still extremely fast like 4.5 was but I can feel how much smarter it is. Because of the speed I find myself more involved in what’s going on because I don’t have to wait forever between responses, which means I’m context switching a lot less and actually getting things done end to end. I haven’t had the chance to use it on really complex projects yet but we’ll see how that goes. I’ve been rocking the $100 Codex plan for a while but i think I’d actually be willing to get Supergrok Heavy, I’ve never considered getting the $200 GPT plan.
2026-08-19 06:54:18
RT by @elonmusk: I just built a brand-new landing page for my music and podcasts in only 10 minutes using Grok Build. It’s live in my bio now. 🔥 Bye-bye, Linktree. Who needs it when you have Grok Build?
2026-08-19 05:47:23
RT by @elonmusk: The Department of Commerce’s Census Bureau just released its analysis showing more than 24,000 noncitizens illegally voted in the 2020 election. Not just registered but literally illegally voted. And that is just the beginning. More than 32 million more voters’ records will be analyzed in the coming weeks, and these records will likely show tens of thousands of additional illegal voters. The American people deserve transparency. We are making sure the facts are out for everyone to see.
2026-08-19 05:18:38
Congrats Giga Shanghai team!
2026-08-19 05:12:28
There is a potential future that is super amazing is we all fight hard to achieve it
2026-08-19 05:06:51
Grok @Bot is super fun
2026-08-19 05:04:11
❤️
2026-08-19 04:55:20
Cool
2026-08-19 04:46:46
RT by @elonmusk: 🇺🇸 Fauci’s longtime right-hand man just pled guilty to conspiring to defraud the U.S. David Morens spent years helping bury COVID-related records through private emails, deletions, and FOIA workarounds. Rand Paul flagged him years ago. Now Morens is admitting it in court and facing prison time. He needs to spill everything about what Fauci knew and ordered if he wants mercy. The cover-up machine is starting to crack. Throw the book at all of them. Writer: Lucas
2026-08-19 04:24:37
Exactly 😂
2026-08-19 04:18:35
RT by @elonmusk: Grok Imagine: where magnificent worlds come alive.
2026-08-19 03:56:50
Improvements to Grok @Bot
2026-08-19 03:39:04
RT by @elonmusk: Starlink and Roam service plans keep you connected on the go 🛰️🛣️
2026-08-19 02:57:30
RT by @elonmusk: I'm using Grok in the CLI and I've got to say: I'm delighted at its personality. The thinking keeps showing comments like 'Wow, that country-FE result is striking!' and 'The quadratic adjustment left a ~15-25% residual. Guess that's why we use splines!' Grok is so happy!
2026-08-19 02:27:12
RT by @elonmusk: Grok Bot is unbelievable. Automated 25% of my day to day in less than an hour.
2026-08-19 02:00:34
Wow, this is an all-star lineup!
2026-08-19 01:36:22
RT by @elonmusk: Updated Tesla Semi page now live – Cheaper to run than diesel: with lower energy cost & far fewer parts to maintain, Semi can pay for itself within typical truck ownership period – Megacharger at up to 1.2 MW recovers ~60% of range in 30 minutes – Up to 500 miles of range fully loaded – Comes with fleet software for live status, Trip Planner, plus remote support and OTA updates http://tesla.com/semi
2026-08-19 01:20:55
RT by @elonmusk: Reporter: You good with mass migration? Dalai Lama: Nope lol
2026-08-19 00:56:51
RT by @elonmusk: Chat is all you need
2026-08-19 00:40:52
🎯
2026-08-19 00:40:27
Try Grok 4.6! Grok 4.7, which is a major upgrade, is coming soon.
2026-08-19 00:38:28
RT by @elonmusk: 🚨 BREAKING: The "trans" guy who traveled DC intending to KlLL Scott Bessent has been sentenced to 73 months in prison Trans vioIence is COMPLETELY out of control Ryan Michael English, who pretends to be a woman, brought MOLOTOV COCKTAILS to the US Capitol, admitting he was going to throw them at Bessent's feet during his Senate confirmation vote This guy got off WAY too easy
2026-08-19 00:22:21
Yes
2026-08-19 00:15:13
RT by @elonmusk: WTF, THIS GUY FROM CURSOR GAVE GROK BOT A PILE OF CLOTHES HIS SISTER WAS TOO LAZY TO SELL – AND IT HANDLED THE ENTIRE SALE BY ITSELF His sister had tons of clothes she never wore anymore, but selling them meant taking photos, creating listings, adding descriptions, answering buyers and negotiating prices – so she kept putting it off. He gave the entire task to Grok Bot. It looked at the photos, identified the items, created the listings, pulled in the relevant information and started negotiating with buyers on its own. No babysitting. No approving every message. No sitting there telling it what to do next. Grok Bot has its own computer, so once he handed over the task, it just kept going. And that’s what makes this interesting. The biggest problem with small tasks isn’t usually the work itself. It’s the mental load of remembering them, starting them, checking them, replying to people and making sure they actually get finished. AI agents are starting to remove that entire layer. You don’t need to ask AI how to sell your clothes. You can just say: “Sell these”. And let it figure out the rest. Everyone has a list of things they’ve been putting off for months. AI is starting to check them off for you.
2026-08-19 00:07:13
It will be much bigger
2026-08-19 00:05:00
So much has been built since then!
@dianzhuXS
2026-08-19 18:30:53
2026-08-19 12:40:08
別牆內一有「集會」，就又歸於民主運動啦 這次重慶時代峰峻抗議，小250們指向的是性別對立，並沒有抗議習近平 簡單說四個字～底層互害 這是「文革」在底層民眾中的最基本特徵 俗話說就是「欺軟怕硬」，一幫傻逼跪著互掐而已 沒救的😮💨😮💨😮💨
2026-08-19 12:28:26
牆國的AI大躍進，如果真能達到了替代基本體力勞動的水平，那生不生韭菜也就不是重點了。用「男女對立」轉移民眾對獨裁體制的合法性的質疑，勉強算是一個可行性方案。 不過，我依然預測即將來臨的「老少對立」才是這次文革2.0中最慘烈的一幕。養老金這種剛性支出，怎麼貌似「合規」的省下來，把暴民情緒引導到這個方向，才是對牠們更有性價比的。 所以最該逃的不是男人也不是女人，是老人！ 😮💨😮💨😮💨
2026-08-19 09:42:05
唱國歌大抗議？ 跟66年不同的是 那時的小250們 是舉著毛賊東語錄 大串連 文革2.0正在進行時 這次紅衛兵小將們不分山頭了 分「公革委會」和「母革委會」？
@xiaomustock
2026-08-19 15:13:58
海力士回购+50%自由现金回报股东
@JonathanDi3614
2026-08-19 15:05:49
反弹结束了。从7月20日3741点起步，一路磨到3994点，最后这根阳线没等来，先等来了这根阴线。 今天的跌幅直接破了3900，最低打到3879。盘中量能开始放大——不是进场资金，是割肉盘在加速离场。这一跌，形态上已经给出了方向：反弹的高点大概率就在3994了。 有意思的是，这轮“反弹”真正吃饱的只有两类人：一类是机构量化，另一类是长鑫和宇树背后的利益方。一个靠算法收割波动，一个靠上市兑现估值。而多数参与其中的普通资金，只是在波动里来回被摩擦。 明天是周四，技术上黑周四的概率不小。但指数层面未必会跌得太难看——汪汪队随时可能拉金融护盘，保指数不保个股。这种护盘，护的是面子，不是账户。 这就是资本市场的常态：有人在上车，有人在离场，有人负责造势，有人负责买单。认清自己在哪个位置，比猜明天涨跌重要得多。
生成时间：2026-10-02T11:30:07.907Z