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China successfully launched two hyperspectral satellites off its eastern coast — a mission that marks the first integrated “satellite–rocket–vessel–application” breakthrough.
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哇,这么猛的吗?! 一个地址在过去半小时里,从 #OKX# 提了 244 万 U 转进 Hyperliquid,然后直接开空了价值 $1.02 亿的 bitcoin:native ! 他直接 40x 杠杆拉满了,开空价 $64,202,清算价 $64,889。清算价距离现价只有 $900 刀。 一上来就这么激进的杠杆...这么大的仓位...是真的有点生猛。 地址:
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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.
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喜欢宇树机器人的兄弟们有福了。 Hyperliquid 已经上线宇树合约,$UNITREE 开盘 $75,现在 $66 附近。 按总股本 40,446 万股算,当前市值约 267 亿美元,1800 亿人民币。 市场预估 IPO 价 104 元,这么看还有 4 倍空间。 长鑫已经给过答案了,现在链上盘前基本符合趋势,等一个低点冲进去!
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疑似 a16z 的两个地址,在 8 小时前把 97.9 万枚 $HYPE ($5353 万) 转进 Hyperliquid 然后进行了质押。 机构暂时不卖了,是不是得反弹下了? 地址: -------------------------------------------------------------------------- #Bitget# 来了就是VIP!Crypto、美股、CFD,全球先机一站布局
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ROUND 2 of the BattleBots Pro League Group Phase… - Can James and Copperhead keep rolling? - Can Tombstone terminate newcomer Disarray? - And with Bloodsport or HyperShock rebound? FREE worldwide tomorrow on YouTube. Powered by Bright Data.
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Agent-pilled sales teams are building custom landing pages + demo videos for every buyer in their outbound campaigns Response rates are in a different league This agent runs 24/7 in a loop: >finds prospects with real buying signals in @useapolloio >builds a custom page for each of them >embeds a custom demo video rendered with @HyperFrames_ Get this agent, Signal, on Hyperagent Marketplace:
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StandX XAU-USD 10 bps order book depth has surpassed 10M+ ! This puts @StandX_Official ahead of leading Perp DEX venues for XAU liquidity: ~6x @Lighter_xyz ~6x @HyperliquidX ~7x @grvt_io nearly 10x @edgeX_exchange Deeper liquidity. Stronger large-order absorption. Better execution for XAU perpetual traders. Read more:
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底层看稀缺,顶层看客户!看到 @chamath 分享的这张 AI Stack,感觉这个架构划分和 Rewire Index 5 Layer 相当类似,分享一下我对每一层的理解: 1. 能源与基础设施层(最底层) 与 Rewired Index 的逻辑一致。电力会迎来爆发式增长,尤其是无需接入电网的独立供电商(IPP);而土地受政策影响太大,弹性有限。在大众的舆论压力之下,太空基建应该会是未来几年的新机会,无需土地,无限电力⚡️ 2. 芯片层 做独立芯片,初创公司基本没有机会:性能要求极高、工艺极其复杂,最关键的是供应链已被完全锁死——这是头部玩家的战场。 真正的机会在融合与生态。从 Google TPU 的发展路径,到 Cerebras 等高速推理芯片的崛起,可以看出芯片会与云厂商、模型公司深度绑定。围绕芯片构建数据中心的整体供应与创新,机会很多;单做独立芯片,机会渺茫。 3. 云服务层 云可以分为 Hyperscaler 和 NeoCloud两类。模型商品化之后,几乎所有的负载都要靠云来承载,这会是非常赚钱的生意。但构建极其复杂,堪称 AI 时代的重资产业务——或者说,智能时代的房地产。 4. 模型层 模型公司面临的核心问题是正在被商品化: - 如果 Scaling Law 已到极限,模型百分之百会被商品化; - 即使 Scaling Law 还有很大空间,大家对「最好智能」的需求也在被分解——大量日常应用不需要最顶级的智能,中等水平模型和开源模型会逐渐接管这些需求,反而加速了商品化; - 最尖端的头部模型公司,更像是「先进制程」的芯片:能从中获取很高的价值,但并非所有任务都需要它。 5. 应用层:Harness vs Application 这张图最有趣的地方,是把应用层拆成了 Harness 和 Application 两层。 我的判断是:按目前模型的进化速度,Application 还没有任何机会,但 Harness 的机会已经大量出现,尤其在企业端。企业内化的知识只能通过 Context 和约束来落地,所以 Harness 就是新的企业应用层;它们会替代旧的 SaaS,或倒逼旧 SaaS 升级。 如果把 AI 扩展到大语言模型之外的更广义范畴,应用层更可能以垂直集成的形态出现,例如:自动驾驶 / RoboTaxi / 任何可端到端自动化工业流程和武器系统;生物研究 / Wet Labs;把执行能力直接部署进企业内部的模式(类似 Palantir 的服务方式)
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.@ruebenbainjr's family is hyped up at @Buccaneers Training Camp today 🗣️