看到一些X、小红书博主为了吸引眼球,会搬运和解读一些founder/vc的博客和访谈,行文开头为了吸引人,会首先强调和夸大对方 title,然后开头强调有个大的发现或者好的商机吸引别人继续看,或者直接说大部分人没意识到 xxx,你继续看我慢慢给你解释 xxx。大部分商业访谈都是一些公关话术而已,释放信号和某些数据做引导的都很少,很多深度的东西访谈也不能透露。看这些比较浅的访谈和解读贴,大部分都是浪费时间消耗个人的上下文注意力。除了文字类的,还有些视频搬运剪辑类的也是一样,这些东西对个人而言可以称得上是互联网上的垃圾信息。
coding 模型能力提高和商业话的天花板快要摸到了,但在一些专有数据集上的后训练和推理时候的检索引用这些数据源来优化产品,应该还有不少空间。
模型厂下一步的新增长点,bio 和 physical world 如果有新东西会 more attractive,现在围绕 coding 和白领工作更多是事替代,而没什么新形态。
9
Binance 被盗事件总结,三条链被转走的资产约 58.2 亿。以太坊 37.5 亿,波场 6.3 亿,比特币 14.4 亿(还没确认)。
Tether 已冻结超过 15.8亿枚 USDT,Circle 已冻结约 8.23亿枚 USDC,合计冻结超 24 亿美元。
是私钥泄漏还是签名服务被攻击导致的要等 Binance 自己公告了。
Source:
youtube.com/watch?v=ISVWj5q8…
nitter.gq/bitfish/status/2115940…
Binance 14 的 7702 委托过了 2 小时仍没撤销,
有笔转去 Binance 14 的2,961 ETH 还卡在gas fee低一直pending,一旦上链(base fee 回落到 4.4 gwei 以下),攻击者就能把约 2,961 ETH 再扫走
着急
12
40
we are on the verge of an era where the human body is a software problem and the update cycle gets shorter everyday
this might be my last normal tweet before biotech goes vertical
i'm not a whistleblower. I don't work at Lilly, Novo or any of the big labs
but there is a massive shift happening in human biology right now.
it's sitting in press releases and almost nobody reads them
the last 6 months alone:
- a once-daily pill roughly doubled median survival in metastatic pancreatic cancer (13.2 vs 6.6 months)
- a one-time gene editing infusion cut hereditary angioedema attacks 87%, and 62% of patients stayed attack-free and off all other prevention for 6 months
- a one-time gene edit for cholesterol dropped LDL up to 62%, and it held for over a year
- a personalized mrna vaccine beat keytruda alone in a 1,137 patient melanoma phase 3
- retatrutide hit ~28% weight loss in a phase 3
- an ai-designed drug entered phase 3
- a pill that regrows hair passed its second phase 3
- an immunotherapy that could let some rectal cancer patients skip surgery, chemo and radiation just got fda approved
- a man lived 271 days off dialysis on a pig kidney
- human cells were caught passing chromosome-sized chunks of DNA to their neighbors, and it changes how the neighbors behave
we are on the verge of an era where the human body is a software problem and the update cycle gets shorter everyday
stick around, it's going to get weird
bio/acc
19

























