与「ASP」相关的搜索结果

'At every World Cup, there are titles at stake beside that of Champion,' writes Simon Kuper. 'The title of Clown, a big country that fails. The Beautiful Loser. Most teams aspire to the title of Cinderella, a small country that experiences a fairy tale':

Deeply touched by the good wishes conveyed by people from all walks of life today and over the last few days. While I may not have been able to respond to each message individually, I cherish every greeting conveyed. I consider it a privilege to have the opportunity to serve Bharat and contribute to our nation’s development journey. Over the years, the people of India have repeatedly voted for stability, good governance and development. Their trust has been my greatest source of strength. I remain fully committed to working with even greater dedication to realise the vision of a Viksit Bharat and fulfil the aspirations of 140 crore Indians.

One aspect of @AntarcticWallet that deserves more attention is its focus on usability at scale. A lot of crypto products are designed for individual transactions. The real challenge begins when communities, businesses, and growing teams need to manage hundreds of users, payments, and interactions efficiently. That's where strong infrastructure matters. The most valuable tools are often not the ones with the longest feature lists, but the ones that simplify complex processes behind the scenes. Reducing operational friction, improving transaction management, and creating a smoother experience for users can have a significant impact over time. As digital finance continues to mature, platforms that prioritize practical utility and operational efficiency will likely play an increasingly important role. That's one of the reasons I'm interested in following the development of @AntarcticWallet.

I bet long term, SpaceX is going to be the default choice for overseas cargo deliveries, especially when Starship is proven to work. “Once you achieve full reusability, then it’s simply the cost of access to orbit is just the cost of propellant, because now you can reuse all aspects of the vehicle. The propellant we use for the Starship is liquid oxygen and liquid methane, which is the cheapest propellant you could possibly get. …So the cost of propellant for Starship will be less than the cost of jet aviation fuel, which means that you should be able to actually send cargo to space for less than the cost of cargo of an airplane going on a transoceanic trip.”

讲一下存储/内存板块今天为什么集体大跌？ 导火索是 Broadcom $AVGO 博通的财报指引。AVGO 本身不做 memory，但它是整个 AI 硬件资本开支的风向标之一。它给的 Q3 AI 营收指引略低于市场预期，而且 CEO 拒绝上调年度 AI 目标。在一个对“AI 需求只会更强”已经 price in 到极致的市场里，这种“没有更好”本身就等于利空。于是抛压从 AVGO 蔓延到所有沾 AI 的半导体，memory 首当其冲。 为什么 memory 跌得尤其凶？因为这个板块 YTD 普遍翻倍、走的是抛物线。涨得越陡，筹码越不稳。市场根本不需要基本面被证伪，只要一个像样的获利了结理由就够了，AVGO 正好递了这个理由。 最能说明“这是情绪不是基本面”的证据在韩股，HBM4 和二代 SOCAMM 的份额赢家SK海力士和三星。今天反而跌得比费城半导体指数(SOX)还狠，海力士盘初一度 -7%+。按”谁赢份额谁抗跌”的逻辑这说不通。真相是：恐慌日里整个板块相关性会直接拉满，跟个股基本面强弱没关系。这就是 positioning flush拥挤交易的反向踩踏。 另外有一条慢变量值得单独记下，别和今天的情绪盘混为一谈。昨晚出了个新闻说SemiAnalysis 称英伟达把 Rubin NVL72 每机架的 SOCAMM 容量砍了约一半(改用 96GB 而非 192GB 模块)，借此压低系统成本。 但我们要注意，砍的是 SOCAMM(挂在 Vera CPU 上的 LPDDR5X 系统内存)，不是 GPU 上的 HBM。HBM 才是 AI 内存里最高价值、最高毛利的部分，这次没动。 而且在极度缺货的背景下(行业库存只够约 4 周、历史低位)，英伟达砍单机架容量更像是对“稀缺 + 涨价”的配给反应。量被砍掉一部分，会被持续上行的 ASP 对冲掉，所以净影响是模糊的，不是单边利空。缺货对 memory 厂本身就是定价权。 所以把两条线分清楚: 今天的跌是因为sentiment 和估值 de-rating。SOCAMM 那条需要持续跟踪的中期基本面变量。而真正的基本面到目前没断，也就是库存历史低位、合约 ASP 还在涨、主要厂商长协锁单。这更像洗筹码，而不是超级周期见顶。再加上6月股市风险较多，市场有一定避险情绪，所以跌幅会被放大。 往后要注意两个信号，一是 NVDA 能不能接住整个 AI 板块的情绪 (它昨天被 AVGO 带崩后有低位买盘进场、收涨 +1.94%，是个偏正面的迹象)。二是美光 $MU 6/24 财报对 product mix 和 ASP 的指引，那才是板块下一个真正的 catalyst。

Elon Musk just dissolved 3,000 years of philosophy in four words on Lex Fridman’s podcast. “Might as well be human.” And it has nothing to do with machines. Musk: “It will soon be able to simulate what we consider consciousness. To a degree that you would not be able to tell the difference.” Think about what that actually means. Not for AI. For you. You have never once confirmed that another human being is conscious. Not your mother. Not your partner. Not your closest friend. You watched their behavior. You heard the right words at the right times. You saw expressions that matched the moment. And you called it real. That is a Turing test. You have been running one on every person you’ve ever known since the day you were born. And every single time, you passed them on faith. Fridman: “From the aspect of the scientific method, it’s might as well be consciousness, if we can simulate it perfectly.” Fridman is not making a claim about AI. He is naming something humanity has never confronted. Consciousness has never been proven between two human beings. We never verified it in each other. We performed it for each other. And then we trusted the performance. For millennia, we told ourselves our flaws were the proof. That our hesitations and contradictions were the signature of something no machine could touch. Musk: “Talks like a human, makes mistakes like a human… and you literally just can’t tell.” If a machine can perfectly simulate your imperfections, your imperfections were never sacred. They were patterns. The question was never whether AI will become conscious. The question is whether consciousness was ever anything more than the performance itself. We assumed something existed behind the behavior. That being human meant something deeper than the act of being human. Musk didn’t build a machine that passes the test. He revealed the test was all there ever was. Musk: “Might as well be human.” Four words that don’t elevate the machine. Four words that reveal “human” was never a proven category. Just a performance we agreed to believe.

🔥😈 “Beautiful Sinner” is officially out now on BandLab. 😈🔥 This project has been four and a half years in the making. For most of that time, I chased perfection. In a lot of ways, I still do. But when you spend nearly five years creating something, you grow as a person. The lyrics I write today don’t always reflect the same mindset, emotions, or experiences that shaped this album when it began and what I wanted to portray with it. At a certain point, I realized that if I kept waiting for everything to be perfect, this project would never be released. One thing I’m proud of is that this album was created with zero AI involvement. Every lyric, concept, and creative decision came from me. Making music is difficult, far more difficult than many people realize and I believe the struggle, passion, and human experience behind the art is what gives it meaning. That’s something I never wanted to compromise. This album revolves around a character “The Mind,” a persona that has been with me throughout all six years of my music journey. Two years ago, I released a self-titled project called The Mind, which has since been removed. Looking back, I don’t think that project fully captured the character I wanted to create. Beautiful Sinner feels much closer to the vision I originally had. As for what’s next, I think this may be the final chapter for The Mind. Moving forward, I don’t know what name I’ll create music under or what direction the music will take, but I feel ready for something new and fresh. I will be posting the next album or project onto Apple Music, Amazon Music and Spotify. I want the next album to be taken more seriously. This album I just put out feels more like a test run and a way to get some experience under my belt pertaining to music creation and lyricism. For now, I just want to thank everyone who takes the time to listen. Whether you’ve been here from the beginning or you’re hearing my music for the first time, I truly appreciate the support. I would also like to thank vague, we have always bounced creative ideas off of each other and have always supported each others dreams, goals, and aspiration. He is the person that got me into music. I will be thank-full to him forever. And thank you to my mother who listened to me scream in the basement for 6 years while I tried out different melody’s and tried to navigate how to use different music softwares lol I hope you enjoy 😈🔥🔥 Link to the album ⤵️⤵️⤵️

The cofounder of @fomo reveals what he has planned for the future of fomo "fomo is a trading app, but the social aspect is what keeps us sticky and continues to let it grow. Currently, we're positioned as one of the best places to trade onchain. I think there's still a lot for us to improve on." "We want this to be one of the biggest social media platforms in the world, not just one of the biggest trading apps. If you take a look at the Metas and their equivalents in the world, they're typically worth a lot more than Coinbase and Robinhood. A lot of that is due to network effects." "Our goal is to become on par with Twitter, Facebook, Reddit, and other big social media conglomerates in the world. We want to be a place where you can come in, discuss your trade ideas, your investment theses, and the things you're doing in real time."

MrBeast just issued an ultimatum to the entire airline industry. He will only fly on planes with Starlink. MrBeast: “Oh, this has an extra one hour layover, I don’t give a fuck. They’re Starlink.” Not a preference. A hard filter. Longer flights. Worse routes. None of it matters. MrBeast: “Bro, I’ll sit in the back of the plane if it gives me Starlink. Like I really don’t care.” Most people hear that and think it’s about a content creator who can’t unplug. They are completely missing what is actually happening. MrBeast runs the largest media operation on Earth from a phone screen. He measures friction in frames and milliseconds. In his world, connectivity isn’t a feature. It is the operating layer beneath every decision he makes. And he will accept the worst seat on the aircraft to stay plugged into infrastructure that didn’t exist five years ago. But the airline cabin is the smallest part of this story. The real shift happens where the asphalt ends. MrBeast: “You can put a Starlink on the top of your car.” They mounted a dish on a roof in rural Africa. Four hours down dirt tracks and grass roads. No cell towers. No grid. No infrastructure of any kind. Perfect signal the entire ride. MrBeast: “Starlink is like literally magic. It makes no sense.” It makes perfect sense once you see what Musk is actually building. Not a utility company. Not an ISP. He is collapsing the distance between a human thought and the full width of human knowledge to zero. Everywhere on Earth. Simultaneously. For ten thousand years, intelligence was local. A brilliant mind born in an unconnected village had no way to reach the collective. No way to build on what came before. No way to be found. The potential didn’t die. It simply never ignited. Starlink changes that at the level of the species. MrBeast: “What will definitely, guaranteed happen is no matter where you are on the planet, you’ll be able to have high-speed internet thanks to Starlink.” That is not a convenience upgrade. It is a phase shift in what a human born anywhere on Earth can become. Every child with a connection inherits the full intellectual output of civilization the day they open a screen. We are not upgrading a network. We are converting a planet of isolated minds into a single thinking surface. MrBeast: “There’s no doubt that it’s going to fundamentally progress humanity in unfathomable ways.” And the loop closes with the real objective. The revenue from a billionaire rerouting his flights feeds the exact same engine that funds the frontier. MrBeast: “Someone’s going to go to Mars thanks to SpaceX. Like I really do believe that.” Starlink is not a side project. It is the funding mechanism for the most expensive physical objective in human history. A constellation of satellites harvesting the economic attention of an entire connected planet and converting it into the propellant required to push consciousness beyond Earth. The species is funding its own escape velocity. We spent ten thousand years separated by geography and copper wire. Musk didn’t fix the wires. He made them irrelevant. And in doing so, he didn’t just connect a species. He built one that no longer fits on a single planet.