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我的天，这太疯狂了！！😱 有人用 Opus 5.5，把自己的智能眼镜改成了能识别物体的 AI 设备！ 任何带摄像头的智能眼镜都能接上，戴上之后会当场报出看到的人、车和各种物体。 这套东西免费、开源，普通 Mac 就能跑。 下面是完整步骤： step 1 → 一条命令装上 YOLO：pip install ultralytics step 2 → 戴上眼镜，给自己的 Mac 打一通 WhatsApp 视频通话 眼镜看向街道，Mac 上就能看到同样的画面 step 3 → 在 OBS 里捕获通话窗口，并打开 Virtual Camera 这样眼镜传来的画面，会像摄像头一样出现在 Mac 上 step 4 → 对着这路画面跑追踪：yolo track model= source=1 show=True 每个物体都会带上框、标签，还有一个会跨帧跟着它走的 ID step 5 → 只留下你关心的类别：classes=0,2,16 对应人、车和狗，conf=0.5 用来去掉没把握的判断 step 6 → 写一小段 Python，用 macOS 的 say 把看到的内容念出来，再经 BlackHole 这类虚拟麦克风送进通话：car on your left。声音会直接进到你耳朵里 step 7 → 用自己的东西来训练：你的产品、工具、自己的狗。把 coco8.yaml 换成你标好的照片，再跑 yolo train step 8 → 导出到手机：format=coreml 给 iPhone，format=tflite 给 Android，这样以后可以不用再靠 Mac 底层大致是这样： → YOLO 对每一帧只看一遍，并在这一遍里找出所有物体，所以够快，能跟上实时视频 → 追踪（默认是 ByteTrack）会让同一只狗即使走到树后面，也还是原来那个 ID → 80 种物体开箱就能认，不必先训练 仓库地址： 有兴趣的话可以自己试一下

模型刚出生那会儿，用的哪块显卡，居然能查出来？🔍 11 月 12 日，前 OpenAI 研究员 Will DePue 的团队发了份报告：6 个中国开源模型的权重里，藏着英伟达 Blackwell 芯片的指纹。 原理说人话就是：模型出生前先撒一把随机初始值，撒在哪块卡上，落点就不一样。训练时没碰过的词，初始值还留在权重里，一对就对上了。 点名的有 DeepSeek-V4-Flash，证据 1385 个标准差，报告称"结论性"；还有 V4-Pro、Kimi K3、K3.1-Pro、MiniMax-M3、蚂蚁 Ling-3.1-flash。 六万亿种组合里瞎猜只能到 8 个标准差，这六个全都远远甩开。 但报告自己划了线：只能证明"一开始用的是这批卡"，证明不了卡在哪、怎么来的、算不算违规。查证脚本公开，笔记本几秒就能跑一遍。 说白了，以前查芯片走私靠报关单、靠线人，现在靠下载权重、跑个脚本——查案的工具先变了🤯 以后每个开源模型发布，是不是都得先过一遍"验卡"？你跑不跑这个脚本？

黄仁勋被英伟达董事会逼下台后，硅谷和华尔街开始反扑了。 华尔街基金打响第一枪 先看资本这边的动作。两家重仓英伟达的知名科技基金 Altimeter 和 Atreides，手里一共管着超过 250 亿美元的资产。他们率先联名发表公开信，要求英伟达董事会恢复黄仁勋的 CEO 职务。 这两家基金在英伟达占的股份比例其实很低，加起来还不到 0.1%，但他们在华尔街和硅谷的号召力极强。2022 年扎克伯格死磕元宇宙，一年烧掉上百亿美金，导致 Meta 股价暴跌。当时就是 Altimeter 发了一封公开信，逼着扎克伯格大裁员，砍掉元宇宙开支，全面转向 AI。 当然，真正能一锤定音的，还是华尔街对英伟达持股最多的三家大股东：先锋领航（Vanguard）、贝莱德（BlackRock）和富达（Fidelity），这三家加起来握着英伟达大约 20% 的股份。这种金融巨鳄平时很少像硅谷投资基金那样公开发信骂街，但现在激进、有号召力的小弟已经打响了第一枪，这三大巨头后续会不会表态支持黄仁勋回来，非常值得关注。 马斯克带头，硅谷大佬集体站队 硅谷的一批创业大佬也开始集体站队。马斯克，还有 Uber、Shopify、Replit 和 Vercel 这些公司的创始人，全都公开发帖支持黄仁勋复职。硅谷知名投资人 Naval 直接说，黄仁勋就是英伟达的乔布斯，无人可以替代。 马斯克昨天一天之内更是连续表态了 5 次。早上他还只是回一句 Hmm 围观，中午回 Indeed 表示认同，到了下午就直接宣布自己也要签复职请愿书，晚上又转发大股东公开信、赞同黄仁勋是乔布斯的说法。短短一天，他已经从最初的认同，变成带头向董事会施压的领头大哥了。 内部员工九成力挺黄老板回家 英伟达内部也一样。有老员工在公司内网发帖抗议，一下子涌进来 1600 多条评论，都在喊话让董事会把老大请回来。在硅谷匿名社区的英伟达员工投票里，接近 90% 的人力挺黄仁勋，支持董事会赶他走的只有 1%。员工跟着他干了这么多年，全靠英伟达的股票发家致富，大家心里只认这一个老板。 这件事才刚刚开始。接下来，英伟达董事会里那些反对黄仁勋的人，面对来自员工、股东、合作伙伴和客户的压力只会越来越大，直到他们妥协让步。 美国两党政治斗争产物，华尔街最后拍板 这两天 X 中文社区盛传一种种族歧视论，说黄仁勋是因为华人身份才被搞下去的，这其实是背后有外宣任务在推动带节奏的舆论。黄仁勋这件事，真正的原因根本不是什么种族问题，而是美国两党政治斗争的结果。 在这之前，黄仁勋一直在积极游说华盛顿，想让美国政府放宽对中国出口芯片的限制。他当时敢这么高调，底气主要来自两边：一边是更看重做生意赚钱、讲究实用的川普，对这事基本是睁一只眼闭一只眼；另一边则是华盛顿内部那些支持放松对华芯片限制的力量，比如商务部长霍华德。财长贝森特就公开抱怨过川普跟黄仁勋走得太近。 但中期选举之后，华盛顿的风向彻底变了。随着民主党重新掌控参众两院，那些在对华芯片禁运上态度强硬的鹰派开始占据话语权，而且民主党里本来就有很多人直接喊话要搞大科技公司。而在一众科技和华尔街大佬里，一直冲在最一线游说对华卖芯片的黄仁勋，理所当然就成了他们最先开刀的对象。 所以说白了，黄仁勋这次下台，根本上就是美国两党政治斗争的产物。但最终结果如何，还是要取决于华尔街最后怎么站队拍板。不管美国两党如何斗得你死我活，最终还是资本说了算。

昨天最炸裂的消息就是，前OpenAI研究员 @willdepue 发现DeepSeek、Kimi、MiniMax、蚂蚁最新的 6 个开源模型，训练用的全是英伟达 Blackwell。 这款卡是美国明确禁售给中国的，但现在中国的模型训练却用了禁售的卡，卡脖子不完全起作用。 报告估算 5 次训练合计约 12,000 张，按 7 万美元一张，光卡就是 8.4 亿美元。 他怎么看出来的： 1、模型开训前，要先往几十亿个格子里填随机数，填的顺序跟显卡有多少个计算核心绑死。 2、训练完，总有一些格子没被动过，还留着当初的随机数。 3、拿这些残留倒推，H100 那一代读出来是 132，Blackwell 读出来是 148 或 152。 同一批公司更早的模型，读出来还是 H100 那一代。换卡集中在 2026 年 4 月到 10 月，这恰恰也是中国开源模型开始逐渐追上美国顶尖大模型的时间。 根据报告预估训练用的英伟达 Blackwell 训练 - Kimi K3 约 4,500 张 - DeepSeek-V4-Pro 约 3,000 张 - 另外 3 个模型各约 1,500 张 这个数字只是估算不代表真实数据，也不能说明训练用的都是英伟达的卡，但对大模型公司来说时间就是金钱，训练时间短一半，卡数就翻一倍。 kimi K3能在时间和参数量上领先其他国模可能也是因为卡更多的原因 最后需要说明的是，指纹只证明开训用的是什么卡，看不出卡在哪、归谁，海外租的也有可能，之前就有报道说过kimi用海外的算力来训练这在当时并不违规，美国没有明文禁止中国公司在海外租用算力训练模型 报告自己也说不能据此认定走私。DeepSeek 最新的 V4.1-Flash 没找到指纹，Qwen系列也没有被点名，这是真实力。 禁令管住了卖卡，没管住租卡，美国可能在未来补上这个口子。

根据 SEC 披露的 13F 报告，截至9月30日，贝莱德 @BlackRock 持有 Hyperliquid Strategies ($PURR) 5.2%的股份，价值1.822亿美元，成为公司最大的机构股东 其他主要股东：Morgan Stanley $132.1M、State Street $123.1M、Invesco $87.3M... @dschamis @rediamondjr

My mom fed a homeless man behind our house for 20 years. Three meals a day, even when we couldn’t afford electricity. I hated her for it. The day after her funeral, that same man took my hands, looked me straight in the eyes, and said: “Before she died, she begged me to stay silent.” I honestly had no idea what he was talking about. For 20 years, this man had lived in a makeshift shelter behind our rental house. My mom brought him breakfast, lunch, and dinner. Every single day. And the crazy thing was, we were poor too. My sneakers had tape covering the holes. Sometimes we struggled to pay our bills, and there were days when we couldn’t even afford electricity. But somehow, my mother always found enough food to feed him. I never understood it. I remember coming home two days before Christmas and finding a yellow eviction notice taped to our front door. We were struggling to keep a roof over our heads, yet my mother was still preparing three meals a day for a stranger. That night, I finally lost my temper. Me: “Maybe if you stopped feeding strangers, we wouldn’t live like this!” My mom turned around so quickly that I knew I had crossed a line. Mom: “Don’t you ever DARE say that again.” I had never seen her that furious before. I didn’t understand why she was defending him so strongly when her own child was going without things. I moved out when I turned 18. We fought less after that, mostly because I stopped asking questions. But the man stayed. Year after year, his little shelter remained behind our house, and my mother continued feeding him. Then my mom got sick. Cancer made her small. She became quiet, and it was the kind of quiet that scares you because you know something terrible is happening. Two weeks before she died, she reached out and grabbed my wrist. Her grip was so weak that it broke my heart. Mom: “Promise me you’ll keep feeding him.” I looked at her. Honestly, I wanted to say no. I wanted to ask why she was still worrying about that man when she was the one who needed help. But you don’t lie to a dying mother. So I promised. My mom eventually passed away. The day after her funeral, I prepared the best meal I could, put it on a plate, covered it with foil, and drove to her house. I had promised her I would keep feeding him. But when I got there, the man was gone. His shelter had been completely cleared out. Everything was gone. The ground had even been swept clean, as if those 20 years had never happened. I stood there holding the warm plate, wondering where he could have gone. Then I noticed something. A black SUV was parked at the curb. Standing beside it was a man wearing an expensive wool coat. He was clean-shaven, well-dressed, and looked nothing like the homeless man I had known for 20 years. But the thing that caught my attention was what he was holding. My mother’s old silver locket. The same locket she had told me she lost when I was eight years old. He looked at me and said: Man: “I thought you wouldn’t come.” I stared at him. Me: “Wait… is that you? What’s going on?” He smiled, but his expression was unsteady. His eyes were already filling with tears. Man: “Your mom hid something from you.” I felt my stomach tighten. Me: “What did she hide?” He looked at the plate in my hands before responding. Man: “Before she died, she begged me to stay silent.” My blood went cold. Me: “Silent about what?” He gently shook his head. Man: “Sit down. You shouldn’t hear this standing in the cold.” We sat on the front steps. The plate was still warm between us. He turned my mother’s silver locket over in his palm as though it might break. Then he began telling me something I never could have imagined. Man: “My real name is Vernon Hale. Before all this, I owned a company. I had a big house in Connecticut, a wife, and a little girl. My daughter was six years old.” I just stared at him.