作者查詢 / Maxslack

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[情報] 5/6 Love Mom開心卡1000送70 OP點數
[ Lifeismoney ]375 留言, 推噓總分: +181
作者: chatgpt2023 - 發表於 2026/05/05 22:55(1天前)
109F推Maxslack: 0700 還有36.231.154.21 05/06 07:00
Re: [心得] 財報季對美股大盤的影響
[ Stock ]349 留言, 推噓總分: +66
作者: Maxslack - 發表於 2026/05/02 00:01(5天前)
9F→Maxslack: 我也有gemini pro 不要講的只有你用過gemini 如果你05/02 00:13
10F→Maxslack: 感覺不出降智只代表你就是這種等級模型可以滿足的人05/02 00:13
31F→Maxslack: 其他家會自製晶片卡不到台積電產能要怎麼吃到這兩年05/02 00:18
32F→Maxslack: 未來的大爆發？這是邏輯問題。05/02 00:18
43F→Maxslack: 如果聚焦to b 的A家普遍預期在明年甚至今年轉為獲利05/02 00:20
44F→Maxslack: 那聚焦tob 的o家呢？05/02 00:20
45F→Maxslack: agentic浪潮之後的估算你不能用之前 toC的去預估05/02 00:21
48F→Maxslack: 今年四月之前沒有人想過A家會在今年營收就超過300億05/02 00:22
49F→Maxslack: 美金05/02 00:22
57F→Maxslack: 對 沒有人能永遠領先 但現在手上算力最充裕的最有辦05/02 00:24
58F→Maxslack: 法供給 tob做高毛利的現金流 才能繼續燒錢05/02 00:24
65F→Maxslack: 你才搞錯方向 基本上gemini 那個方案還是一樣是Goog05/02 00:26
66F→Maxslack: le 在補貼使用者 真的去toB端才會有正現金流05/02 00:26
78F→Maxslack: toC端現在就不重要 toB（已經可以獲利）才是關鍵 沒05/02 00:29
79F→Maxslack: 辦法認清這件事 其實我們沒有在一個平台上溝通05/02 00:29
93F→Maxslack: 付費比例遠超過1：10 你看前面還有人在喊他全家都在05/02 00:32
94F→Maxslack: Gemini3 八成還是綁半價年費的 但現在在chatgpt 5.505/02 00:32
95F→Maxslack: 跟claude4.7的重度使用者一堆都直接開到一個月最高05/02 00:32
96F→Maxslack: 上限還不夠05/02 00:32
100F→Maxslack: claude甚至是在這種單位token最貴的情況下被用到降05/02 00:34
101F→Maxslack: 智 你就知道這個需求差距有多少05/02 00:34
108F→Maxslack: 我又沒說狗死了 我只說狗上黃下不合理而已05/02 00:38
111F→Maxslack: 不就跟你說別家拿不到新產能嗎？05/02 00:39
117F→Maxslack: 去反應這麼多年後的事 你確定？05/02 00:40
118F→Maxslack: 長期google如果吃不到tob也是往下走阿05/02 00:41
122F→Maxslack: 不然狗家燒錢做大模型做心酸？人家都可以變現了他不05/02 00:42
123F→Maxslack: 變現貢獻社會？05/02 00:42
130F→Maxslack: agentic可以變現這塊最大的威脅其實就是狗家 本來如05/02 00:44
131F→Maxslack: 果大家都燒錢沒辦法變現 那有本業可以燒的會贏 但如05/02 00:44
132F→Maxslack: 果競爭對手都從沒辦法變現的變成可以變現 那狗家要05/02 00:44
133F→Maxslack: 不要跟上？05/02 00:44
146F→Maxslack: 但狗家現在要跟上toB又沒有足夠的算力提供 去搶O家05/02 00:48
147F→Maxslack: 跟A家的toB端的客戶 畢竟狗家連toC都沒辦法滿足 兩05/02 00:48
148F→Maxslack: 年後O家跟A家都培養出黏著度了 這是死循環05/02 00:48
150F→Maxslack: A家所謂小成本只是因為之前用的人還不夠多 A家才稱05/02 00:49
151F→Maxslack: 王三個月不到就降智 之後要花比O家更貴的成本追求算05/02 00:49
152F→Maxslack: 力05/02 00:49
155F→Maxslack: 買硬體啦 硬體穩贏 這篇重點只是在找整個供應鏈最低05/02 00:51
156F→Maxslack: 估的地方05/02 00:51
179F→Maxslack: 勸還在看toc 端的，去看一下openai最新的發文 故事05/02 01:56
180F→Maxslack: 主軸已經變了http://i.imgur.com/bOYOugU.jpg05/02 01:56
205F→Maxslack: notebooklm 就做做報告而已 拜託…那個哪算什麼收錢05/02 06:33
206F→Maxslack: …05/02 06:33
302F→Maxslack: breathair是不是不知道有codex 的存在…忽然覺得有05/02 09:19
303F→Maxslack: 點可憐 給你噓吧…05/02 09:19
Re: [新聞] Google認輸？砸400億美元押注Anthropic A
[ Stock ]153 留言, 推噓總分: +58
作者: LDPC - 發表於 2026/04/27 00:31(1周前)
39F推Maxslack: 這才是真的狀況 人類學跟開放愛在to b端大殺特殺 股04/27 01:27
40F→Maxslack: 溝現在完全看不到車尾燈04/27 01:27
Re: [新聞] Google認輸？砸400億美元押注Anthropic A
[ Stock ]170 留言, 推噓總分: +61
作者: waitrop - 發表於 2026/04/26 16:12(1周前)
121F推Maxslack: 你完全沒跟上最新的趨勢04/26 19:19
122F→Maxslack: gemini爛至少兩個月以上了04/26 19:19
123F→Maxslack: 先卡到算力就能搶現在利潤最多的tob市場 可以讓淨現04/26 19:20
124F→Maxslack: 金流轉正 google現在才是落後的一方04/26 19:20
[情報] 威剛 CYBERCORE II 白金1300w特價
[ PC_Shopping ]16 留言, 推噓總分: +4
作者: Maxslack - 發表於 2026/04/23 06:21(1周前)
13F→Maxslack: 有樓上的推文讓我安心不少 我以為我其實36.231.159.169 04/25 02:23
14F→Maxslack: 是韭菜QQ 第一次單買電源 今天看蝦皮更36.231.159.169 04/25 02:23
15F→Maxslack: 便宜 搭券4491 舊的都還沒送到 到時候要36.231.159.169 04/25 02:23
16F→Maxslack: 按退貨了36.231.159.169 04/25 02:23
[Live] 爵士 @ 湖人
[ NBA ]1495 留言, 推噓總分: +1315
作者: Rambo - 發表於 2016/04/14 10:05(10年前)
1495F推Maxslack: QQ老大...04/14 20:00
Fw: [請益] 網紅吸金代操[當事人要澄清謠言很容易吧?]
[ LordsOfWater ]0 留言, 推噓總分: 0
作者: KOTD - 發表於 2026/04/09 07:33(3周前)
36F推Maxslack: 隱者超好笑 後來發的那篇也很好笑08/06 23:54
38F→Maxslack: 剛剛看了一下前高盛王牌經紀人在2008年之前 也才管08/06 23:56
39F→Maxslack: 理5億美金 部位 隱者看起來30左右 就有機會管理6008/06 23:56
40F→Maxslack: 億台幣 2億美金？08/06 23:56
45F推Maxslack: https://i.imgur.com/8D7v6mt.jpg08/06 23:59
[討論] 一日酸迷、柵欄仔請進
[ Baseball ]1489 留言, 推噓總分: +1155
作者: littlesheepy - 發表於 2026/03/08 14:47(1月前)
1071F推Maxslack: 幹 真的 前兩天超不爽 媽的03/08 17:24
[情報] 頓寶:他們想把我塑造成卡佩拉
[ NBA ]640 留言, 推噓總分: +322
作者: yochiya - 發表於 2026/02/26 23:00(2月前)
598F推Maxslack: 卡佩啦比你強多了 幹02/27 09:30
[LIVE] 成何體統EP29-32(加更禮大結局)
[ China-Drama ]658 留言, 推噓總分: +228
作者: yusea - 發表於 2026/02/18 11:13(2月前)
50F推Maxslack: 看到蛋總發現北叔死了那段爆哭 天啊我看整部第一次覺得02/18 16:16
51F→Maxslack: 蛋總有演技 好難過02/18 16:16
52F→Maxslack: 最後面的確收的蠻不錯的 就有點意難平02/18 16:18
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