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All-in on AI. Breaking news, markets & the economy, explained with real data. Plus a few jokes. EN/中文

Joined October 2026
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A wheeled robot dog landing a 720° flip 🤯 GENISOM AI's L2-W wheeled quadruped: high-dynamic moves, balance under strong pushes, and humanoid motions transferred onto four wheels. The company calls it the first 720° flip by a wheeled quadruped. Filmed for real, no AI-generated footage. Embodied AI is getting athletic.
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Early 2020: the heaviest AI user burned ~100K tokens a month. Early 2026: 100 billion. That's 1,000,000x. Sam Altman told ~50 Samsung presidents that, and admitted some AI demand is "double-counted" short term. Bumpy road, exploding destination. Samsung, build more fabs.
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2020年初,最狠的AI重度用户一个月烧约10万token。2026年初:1000亿。整整100万倍。 奥特曼把这组数字讲给了三星约50位总裁听,顺便承认短期内部分AI需求存在“重复计算”。 路上会颠,终点会炸。三星:工厂,再多盖几座吧。
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$1.4 trillion. And Wall Street is calling it a letdown. Anthropic's IPO: $70-$78 a share, up to ~$64B raised, ticker ANT. Months ago the chatter was $2T. Back in May it was valued at $965B. Not a bubble pop. A price check. #AI
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1.4万亿美元,居然算“不及预期”。 Anthropic IPO:每股70-78美元,最多募资约644亿美元,代码ANT。几个月前市场还在喊2万亿,5月估值才9650亿,所以这个“失望价”也涨了约45%。英伟达、谷歌各掏100亿美元入股,预计11月19日前后开始交易。 不是泡沫破了,是AI的一次价格体检。
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England's university regulator: AI is a "huge opportunity", but coursework AI can ace in minutes can't measure learning. OfS + Advance HE spoke to 300+ students & staff. Students want more AI skills training; detectors aren't reliable. Next: more AI-free exams, vivas, talks.
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英格兰高校监管机构:AI是"巨大机遇",但AI几分钟就能拿高分的课程作业,已无法衡量真实学习成果。 OfS与Advance HE访谈了300多名师生。学生希望获得更多AI技能培训;AI检测工具并不可靠。下一步:更多无AI考试、口试和现场展示。
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Your AI agent just finished a 3-hour task in 4 minutes. What's your next move? 🤖 #AI
0%Review every line
0%Ship it, obviously
0%Give it 3 more tasks
0%Take a long lunch
0 votes • 18 hours
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你的AI助手4分钟就干完了3小时的活。你下一步怎么做?🤖 A. 逐行检查 B. 直接上线 C. 再派3个任务 D. 午饭吃久一点 #AI
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MiniMax just open-sourced a model that makes a 4K image in under 10 seconds. H3-Image: native 4096x4096, 6 sampling steps, up to 16 reference images, 33.1B-param DiT. Weights are on Hugging Face. Open models keep closing the gap.
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MiniMax刚刚开源了一个能在10秒内生成一张4K图片的模型。 H3-Image:原生4096x4096分辨率,6步采样,最多支持16张参考图,扩散Transformer参数量331亿。权重已在Hugging Face发布。 开源模型正在持续缩小差距。
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A wheeled robot dog that flips 720°, balances on two wheels while being kicked, and throws punches. Real footage, no AI-generated video. GENISOM AI's L2-W. #robotics #EmbodiedAI
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会空翻720°、被踢也能靠两轮保持平衡、还能出拳的轮式机器狗。真实拍摄,非AI生成。智身科技 GENISOM AI 钢镚 L2-W。#robotics #EmbodiedAI
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Marshfield, Massachusetts: two runaway Black Angus cattle, dubbed Bessie and Clyde, outran police for 5 days. Then a thermal-imaging drone found them in the woods in 15 minutes. 🐄 Five days of chasing vs 15 minutes of tech. Somewhere a cow is updating its threat model.
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美国马萨诸塞州马什菲尔德:两头出逃的黑安格斯牛,被叫作“Bessie 和 Clyde”,让警方追了整整5天。最后热成像无人机出马,15分钟就在树林里找到了它们。🐄 人追5天 vs 科技15分钟。某头牛此刻正在更新它的“威胁模型”。
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$AMD Q3: revenue +44.7% to a record $13.38B vs $13.09B consensus; Data Center +96.9% to $8.55B, now 64% of sales. Non-GAAP EPS $2.09 vs $1.95. Q4 guide ~$17B (+66%) vs ~$16.2B expected. For 2027: revenue growth of more than 80%.
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Bull $726: +40%, 26x
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Valuation at $515.21 (Nov 10 close): 29.2x FY27E EPS vs peer median 18.1x, Nvidia 10.6x 8.7x FY27E EV/sales; FCF yield 0.8% On FY28E EPS: Bear $240: rev +10%, 17x Base $499: +30%, 23x
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Full report 2/3: competitive position, catalysts, valuation vs peers, warrant-dilution adjustment, bull/base/bear scenarios, key risks, metrics to watch and the investment view. Pages 5-8.
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Full report 3/3: sources, fact-check log, rating definitions and disclosures. Pages 9-11. Not financial advice; do your own research.
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