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AI时代最浪费钱的行为：用最强模型处理最简单的问题 Claude Opus 能解决复杂编程、架构设计和疑难 Debug 但如果只是写个脚本、改个网页、处理日常任务，Sonnet 就够了 至于简单的分类、信息提取，Haiku 甚至更快更便宜 将来会用模型是本事，会省 Token 才是水平

恭喜自己又大一岁！🍻 早上一睁眼，推特真正意义上万粉了 非常认真拥抱AI的这一年 我的人生发生了非常多的变化 喜欢 @xmmxovo @gkxspace @Astronaut_1216 @ShengzheSeanxu 🥰🥰 00后的好朋友们，给了我非常大的力量 我的职业生涯，这8年，每次裸辞或者跳槽都没有休息超过一个星期 但！！！就在前天，已经谈了离职 💌 接下来，我要为我自己而活了！ AI时代，我们一定会创造更多精彩的👻

9 个月变 90 小时，挖漏洞也被 AI 改写了。 Forescout 11 月 12 日报告：用 Claude 模型搭了个挖洞工具，扫 10 款 TCP/IP 协议栈，90 小时挖出 99 个漏洞，66 个是新的，过半高危。 静态分析只花 935 美元。 #AI安全# #Claude# #物联网#

Cloudflare 开源了 Kitesurf，一个专门为 AI Agent 设计的浏览器 这个项目完全不依赖 Chromium，也不需要启动传统的浏览器容器，直接运行在 Cloudflare Workers 上 它支持 HTML 解析、JavaScript 执行、页面截图，甚至兼容部分 CDP 接口，可以接入 Puppeteer Cloudflare 的思路很简单，AI Agent 需要的是读取和操作网页，很多时候根本没必要启动一个完整的 Chrome 但是有一个很有意思的地方 我们平时访问网站，应该经常会遇到 Cloudflare 的人机验证吧？ 现在，Cloudflare 自己开始给 Agent 造浏览器了，这不是盾和矛的关系嘛？ 其实，Kitesurf 的官方文档明确提到，目前无法完成某些依赖真实 TLS 指纹的机器人验证 也就是说，Cloudflare 自己开发的 AI 浏览器，也可能被自家的人机验证拦在门外 Cloudflare 并没有给自己的浏览器开后门，它已经提供了针对 AI Agent 的访问策略，网站可以自己决定允许哪些 Agent 访问 Cloudflare 现在还在推动 Web Bot Auth，让 Agent 可以证明自己的身份，而不必再假装自己是一个真人 以后不仅人要证明自己不是 Bot，Bot 也得开始证明自己是谁了 😂 项目开源地址：

🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000 If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully. Because that market no longer exists. What you’re watching right now is NOT normal price action. This isn’t just an AI stock sell-off. This isn’t just hotter inflation. And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time. Most people have no idea what is actually happening. And by the time it becomes obvious, the damage is usually already done. This didn’t start today. It has been building underneath Bitcoin for YEARS. And now it’s accelerating. Here’s the truth: Bitcoin still has a hard cap of 21 MILLION coins. But Wall Street can create almost unlimited financial EXPOSURE around those coins. That distinction changes everything. Because once derivatives dominate short-term price discovery... Bitcoin stops trading purely on who wants to own the actual coins. It starts trading on: 1) LEVERAGE. 2) HEDGING. 3) MARGIN. 4) LIQUIDATIONS. 5) FORCED SELLING. And that is exactly what is happening right now. It’s the same mechanism that repeatedly drives violent moves in: → Gold → Silver → Oil → Stocks Once derivatives become large enough, spot buyers are no longer the only force setting the price. And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear. But scarcity alone no longer controls the SCREEN PRICE. Wall Street built an entire financial layer on top of Bitcoin: → Cash-settled futures → Perpetual contracts → Options → ETFs → Broker lending → Swaps → Wrapped BTC The 21 million cap controls the COINS. It does NOT cap the amount of leveraged exposure that can be created around them. And once that leverage starts unwinding... The market doesn’t care what the long-term thesis is. It SELLS. Look at what just happened: Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours. More than $1.1 BILLION liquidated in Bitcoin alone. Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month. Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand. It starts responding to positions. Hedging. Margin calls. And cascading liquidations. Wall Street does not need to own millions of physical Bitcoin to push the market around. It only needs enough derivatives exposure and enough leverage sitting in the wrong place. The playbook is brutally simple: 1st: Build enormous leveraged exposur 2nd: Push price through obvious liquidity 3rd: Trigger stops and liquidations 4th: Forced selling pushes price even lower 5th: Buy back into the panic 6th: Repeat THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes. The coins didn’t suddenly disappear. The PRICE DISCOVERY mechanism changed. That’s what people are missing. Bitcoin is still scarce. But the financial claims built around Bitcoin are NOT. And when leverage controls the marginal trade... 21 million coins can behave like a market with FAR more supply than 21 million coins. That’s not the Bitcoin market retail thinks it is trading. That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin. You can choose to ignore it. But don’t pretend nobody warned you. Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high. If $65k breaks, the next level I’m watching is $62k. Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000. The next call will matter even more. When I EXIT the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

笑死，一个朋友嫌 Seedance 做视频太贵。🤣 转头花了十几万，组装了一台 RTX 5090 机器，专门在本地跑 MiniMax H3 视频工作流。 今天跟我聊天，我给他看了下 Veo + Fable 5.2 做出来的 AI 视频。 他看完沉默了半天： “怎么感觉比我本地跑的效果还好……” 本来想省点 AI 视频生成费，结果直接把未来几年的会员费一次性交了。🤡

作为一个游戏佬，我贼讨厌英伟达新的临时CEO。 Kress，这姐们一辈子都在做财务，和华尔街打交道。 之前在微软、思科都是部门级的 CFO，今年该六十了。中老登白人女，这人我光看面相，我就断定，她这辈子鸡毛游戏没看过，顶多玩玩疯狂的小鸟、糖果三消啥的😅。 AI 数据中心的业务太暴利了，从财报来看， 游戏显卡毛利率 50%+，AI 显卡毛利率 80%+。 只有老黄，他对游戏有情怀，还记得初心，力排众议，还给我们游戏玩家生产点显卡。 没有老黄护犊子，估计这姐们，等过渡期结束，游戏显卡就慢慢变边缘业务咯😭。 谁管我们这些戴眼镜，不爱出门的阿宅。 哎，以前老是调侃老黄，说他精准阉割挤牙膏。 现在物是人非，挤牙膏我也认

BREAKING: SpaceXSI completes MiniHard construction in just ~5 months, with Gun Range targeting a ~4-month build. According to SemiAnalysis, SpaceXSI is roughly halving construction timelines while most comparable projects face 8–12 month builds. • MiniHard: Construction finished in approximately 5 months. • Gun Range: The new site just south of the Tennessee–Mississippi state line is targeting approximately 4 months of construction. • Colossus 1: Its first retrofit delivered 150 MW of capacity in 122 days. • Colossus 2: A subsequent retrofit delivered 210 MW in just 91 days. • Project SPAM: Work started October 5, with the first capacity targeted for December. • Massive expansion: SemiAnalysis projects the Memphis–Mississippi campus will grow from 0.4 GW of IT capacity in January to 2.4 GW by the end of 2026. That would be a sixfold increase in one year. • Five major projects: The expansion spans Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. • Tesla powering the scale: SemiAnalysis reports 1,377 Tesla Megapacks across Colossus 2, providing nearly 6 GWh of battery storage. The construction timelines and capacity forecasts are SemiAnalysis estimates, with future milestones still targets. Elon Musk’s teams are bringing extraordinary speed and scale to the infrastructure powering AI.