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[🎬] 군필돌의 자존심?! 지금 제 귀에서 피난다구요ㅠ ⭐온앤오프(ONF) 승준&이션⭐│예술가 EP.7 🔗 #예린# #YERIN# #예술가# #온앤오프# #ONF# #이션# #E_TION# #승준# #SEUNGJUN# @wm_on7off

Too many lives have been cut short by high-speed, illegal e-bikes and e-scooters. That’s why we are issuing cease-and-desist orders against 42 online retailers that have been selling these dangerous devices to New York City residents — including Target, Temu, Wayfair, Walmart, and Amazon.  The safety of New Yorkers is not for sale.

Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet. Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule. Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there. Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash). Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027. Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

8.3复盘计划：今晚没有会议，白天大盘缩量5000多e，轮动到很多板块，赚钱效应差，冲高回落较多。新出现的核电和机器人类似上周的军工，依旧是超跌轮动。晚上美股应用很强，目前a股连板梯队最完整的也是Ai 应用，看能否走出持续性。明天锚定传智教育+泛微网络+利欧，这是三个龙头，其他辨识度的就是税友/蓝色光标/易点天下等票。今天应用虽然冲高回落，但是承接还可以。套利依旧t➕0的普联转债（t➕0要快进快出，拉升有赚就跑。）