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Re: [情報] google財報亮眼

[ Stock ]43 留言, 推噓總分: +15

作者: YAYA6655 - 發表於 2026/07/25 15:00(1天前)

32^F→seemoon2000: Gemini爛到不行使用量還創新高其實蠻好玩的07/25 18:41

[新聞] 22萬粉「直雲的投資筆記」關閉！　公司

[ Stock ]292 留言, 推噓總分: +142

作者: cl3bp6 - 發表於 2026/07/25 11:53(1天前)

53^F推seemoon2000: 最近財經網紅有些直接不見我表妹也是甚麼大俠5007/25 12:23

56^F→seemoon2000: 粉絲前陣子也在問為什粉專不見了滿有趣的07/25 12:23

Re: [請益] 需要為上漲/下跌找理由嗎？

[ Stock ]194 留言, 推噓總分: +65

作者: a000000000 - 發表於 2026/07/25 09:00(1天前)

134^F推seemoon2000: 毀了我工數已經忘光了07/25 12:19

[新聞]SK海力士、三星、鎧俠股價齊跳水　市場靜

[ Stock ]149 留言, 推噓總分: +71

作者: ilqgray - 發表於 2026/07/24 17:20(2天前)

40^F推seemoon2000: 根本不用看財報吧一定是不錯然後股價續崩07/24 17:34

Re: [情報] google財報亮眼

[ Stock ]153 留言, 推噓總分: +29

作者: kobeNCKU - 發表於 2026/07/24 13:36(2天前)

21^F推seemoon2000: 教育是資源的餅的問題取代老師沒有產生更多產值07/24 13:52

22^F→seemoon2000: 這只是讓比較窮的天才學生不會輸給上層"太多"而已07/24 13:52

Re: [請益] DeepSeek 老闆內部會議

[ Stock ]168 留言, 推噓總分: +92

作者: a000000000 - 發表於 2026/07/24 11:51(2天前)

26^F推seemoon2000: 照梁的說法他應該沒想過彎道超車才是...07/24 12:01

32^F→seemoon2000: 他比較像是主動承認自己算力不夠所以不做多餘的事07/24 12:02

39^F→seemoon2000: openai當初就是什麼都想做 code 圖影通用才被超07/24 12:04

43^F→seemoon2000: 但A在ToB市場做起來沒多久O一集中資源馬上就追上07/24 12:05

44^F→seemoon2000: AI時代真的是沒那麼好混07/24 12:05

47^F→seemoon2000: 最後一定是大家企業都有自己的Harness 模型隨時可07/24 12:07

48^F→seemoon2000: 換但你用codex claude code有專屬套餐價07/24 12:07

66^F推seemoon2000: 大回檔不就大家都沒錢了而已散戶融資開爆 google07/24 12:13

67^F→seemoon2000: 燒到現金變負的還要去市場借錢大家就沒錢了07/24 12:13

76^F推seemoon2000: 你也可以說各國一堆外匯存底還有啊游資就是有限的07/24 12:18

[新聞] 馬斯克：不排除特斯拉與SpaceX合併

[ Stock ]197 留言, 推噓總分: +95

作者: keel90135 - 發表於 2026/07/24 01:59(2天前)

175^F推seemoon2000: 特斯拉再跌下去併購也越花越少錢了07/24 10:14

190^F推seemoon2000: 火星這300年就只適合射伺服器上去到底哪個人類想07/24 12:09

191^F→seemoon2000: 真的在那邊生活都是口號而已別騙自己了07/24 12:09

Re: [請益] DeepSeek 老闆內部會議

[ Stock ]63 留言, 推噓總分: +22

作者: zeumax - 發表於 2026/07/24 10:24(2天前)

10^F推seemoon2000: 不對吧照梁的說法是人才差距已經很小差在算力07/24 10:37

33^F推seemoon2000: 因為美國團隊會花上億買"1"個超級精英但對良來說07/24 10:47

34^F→seemoon2000: 那些錢拿去買算力才值得人力技術差距已經很小07/24 10:47

35^F→seemoon2000: 梁07/24 10:47

37^F→seemoon2000: Codex在5.6後其實已經很便宜了現在是Claude很貴07/24 10:48

55^F推seemoon2000: 一堆開源模型會加速算力建制也會加快過剩時間點07/24 11:46

56^F→seemoon2000: 對老黃當然好都閉源反而沒那麼快但過剩都還很遠07/24 11:46

Re: [請益] DeepSeek 老闆內部會議已刪文

[ Stock ]50 留言, 推噓總分: +13

作者: wangrg - 發表於 2026/07/24 10:59(2天前)

26^F推seemoon2000: 平面圖轉3D一定有需求但市場不大重要性低於AGI07/24 11:34

Re: [新聞] 美點名「月之暗面」竊取技術指控「蒸餾

[ Stock ]209 留言, 推噓總分: +73

作者: wangrg - 發表於 2026/07/24 10:05(2天前)

19^F推seemoon2000: Openai現在價格便宜Anthropic一半以上現在最緊張07/24 10:12

20^F→seemoon2000: 的是Anthropic啦....07/24 10:12

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