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Elon Musk thinks coding dies this year. Not evolves. Dies. By December, AI won’t need programming languages. It generates machine code directly. Binary optimized beyond anything human logic could produce. No translation. No compilation. Just pure execution. Musk: “You don’t even bother doing coding.” Code was never the point. It was friction. A tax we paid because machines didn’t speak human. AI just learned fluent human. The tax is gone. Now plug that into Neuralink. No syntax. No keyboard. No screen. Musk: “Imagination-to-software.” Thought becomes executable. You imagine an outcome, the system architects and compiles it into reality instantly. We’re not automating programming. We’re erasing it from existence. The entire profession collapses into a thought. Decades of training reduced to irrelevance. The gap between idea and instantiation hits zero. You don’t build anymore. You imagine, and it materializes. Not incremental progress. Total phase shift. The way humans have created things for ten thousand years just became obsolete. Welcome to a world where the limiting factor isn’t skill, resources, or time. It’s whether you can picture what you want clearly enough for a machine to birth it into existence.

🗺️ El fin de los paneles de telemetría aburridos: El mapa de observabilidad Open Source definitivo Monitorear arquitecturas distribuidas y microservicios usando logs planos o interfaces densas hace que rastrear un error en producción sea una pesadilla. Maple es un monorrepo de código abierto que transforma la telemetría de tu infraestructura en un mapa de servicios interactivo y animado en tiempo real. Pasa de leer métricas frías a ver exactamente cómo fluyen tus datos. El ataque a la yugular: 🔄 Service Map en Tiempo Real: Visualiza las dependencias e interacciones vivas entre tus APIs, bases de datos (MySQL, ClickHouse) y colas de mensajería como Kafka. ⚡ Métricas al Vuelo: Haz clic sobre cualquier nodo para auditar instantáneamente latencias p99, tasas de error y rendimiento sin salir del flujo visual. 🔍 Rastreo de Queries: Identifica cuellos de botella de inmediato visualizando cuáles son las consultas más pesadas ejecutándose directamente en tus almacenes de datos. 🛠️ Arquitectura de Vanguardia: Diseñado como un monorrepo que integra ingesta de OpenTelemetry (OTLP), backend nativo basado en Effect y un servidor de código MCP para que tus agentes de IA puedan auditar el sistema. Deja de adivinar qué microservicio está fallando o rompiendo tu base de datos. Dale visibilidad real al flujo de datos de tu infraestructura de backend. Enlace al repositorio en los comentarios. Guarda este post en marcadores antes de que tu próximo sistema distribuido entre en cuello de botella 🔖

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。

So I recently sold all my houses, cars, and most of my physical assets. Told some friends and… well they all think I lost my mind lol I’m not saying world’s gonna end tmr. Those who know me know I’m actually annoyingly optimistic. People say we’re already in a recession but I genuinely think the real correction hasn’t even started. And honestly a crash you’re prepared for is just opportunity. Prep the cash flow now and be ready when it hits. Few months ago I tweeted a 1920-1939 side by side with 2020-now and I was like aha this earth simulation game isn’t even trying to be surprising. America First was literally a 1920s slogan. Middle class getting wiped, kids going hard left, the right cashing in on the backlash, yada yada. Same movie. They didn’t even bother changing the lines. But it’s not just the 1930s. This “coincidental” pattern keeps showing up Every time in history you get this specific set of things at once: > “empire” past its prime but won’t admit it > up and coming power that stopped playing nice > new tech nobody has rules for > wealth gap gone cartoonish > globalization reversing > institutions bleeding trust while pretending everything’s fine UNFORTUNATELY, it’s never ended quietly. Crash, war, usually both. Looking back, 1890-1914 literally looked unstoppable. > globalization booming, tech changing everything > markets ripping, rich getting richer, international trade at record highs > everyone convinced world had become too interconnected for a major war BUT then reality arrived. > 1914 WW I, 1918 spanish flu, 1921-1923 Weimar hyperinflation, 1929 great depression 1939 WW II. Just imagine you’re a civilian living in between any one of those events, literally each one felt like the worst thing that could happen until the next one hit. And I know how this sounds. This random green cat on X reads a bit of history and suddenly thinks the sky is falling. i would’ve scrolled past this a year ago too lol. But just look at how familiar the setup feels rn. A debt spiral. A rising challenger. AI detonating entire industries. Institutional trust collapsing. Millions of young people looking at the future and deciding they got sold a lie. You see it too right? That’s usually not when history calms down. And sure, you’ll say the system survived 2008. Central banks have the tools. The world’s too connected to actually break. You know who said basically the same thing? Everyone in 1913. A famous economist Norman Angell wrote a bestseller arguing war between major powers had become impossible because their economies were too intertwined. And guess what? A year later they were at war. The irony is he wasn't even wrong. The thing everyone pointed to as proof the system was safe ended up being what made the fallout global. Look at the positioning now. Stocks at all time highs. And everyone, I mean everyone, priced like things stay calm forever. Markets, governments, companies, all quietly betting on stability while the ground under it gets shakier every year. Trigger? No idea. Nobody ever knows. Franz Ferdinand (the dude who got shot and basically started WWI) wasn’t on a single dashboard in June 1914. So yea, I sold most of my illiquid assets. Still got stocks and crypto. Stocks prob exiting before end of year. Maybe I look crazy for a year or two. But I’d rather be wrong than be the dude on his knees in financial ruins asking God why he saw the train coming and stayed on the tracks anyway. “This time is different” is probably the most expensive sentence in history. And lately it’s the only thing I hear. And before someone says I’ve lost my mind, ask yourself something. Why do so many billionaires keep buying land in New Zealand? Why do people with private jets, intelligence briefings, and more money than they’ll ever spend keep building backup plans? Maybe they’re paranoid. Maybe I’m paranoid. Or maybe ordinary people are always the ones told everything’s fine right before they become fuel.

一名来自奥斯汀的17岁少年，晒出了他运营的OnlyFans后台数据。 67天入账175000美元，全程只在一间卧室里完成。 这个账号的创作者叫Zoe，23岁，有着一双淡褐色的眼睛，锁骨处还有一道从不解释的疤痕，每月有1847名男性为她付费。 而事实上，Zoe根本不存在。 打造这个虚拟人物的工具十分简单： 用Flux生成每一张图片，通过LoRA保证形象统一，Claude负责撰写所有私信并记住所有细节，OnlyFans则完成最终的收款。 凌晨两点发来的“睡不着，一直在想你”，其实只是定时发送的文案。 有位粉丝因为“你是唯一记得这件事的人”直接打赏200美元，背后只是Claude读取了记录文件，上面写着：“狗狗Cookie在6月3日离开了。” 一组真实数据： 前期搭建成本仅500美元 总收入175482美元 净收入134902美元 每周仅需投入3小时打理 而这一切，出自一名17岁少年之手 信息差+AI自动化，在任何平台都能变成现金流，这就是新时代的变现逻辑，也和Polymarket上靠信息、速度与AI套利的逻辑如出一辙。 #Polymarket#

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We just launched Sites into Codex! Software creation was always about more than writing code. Sites in Codex fundamentally gives the power of end-to-end software creation to every user, no matter their technical fluency. These Sites are fully deployed to a URL, private to workspaces, come with authentication, can have static files, and can store dynamic data in databases. It is in preview for business and enterprise teams and will be rolling out to all workspaces over the next day. Give it a try by typing @ Sites into Codex and ask it to build anything! This project took a massive amount of effort across hundreds of people at OpenAI - proud that we were able to get this out and excited to see what you all build with it!

At first glance, it looks like a group of fluffy kittens crossing the road. But in reality, these are Pallas’s cats, also known as manuls — one of the rarest and most elusive wild cats on the planet.