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体验了一下 OpenAI 今天发布的 dot,没有 Meta 的 Muse 那么丝滑简单,也没有 Grok Bot 那么 geek 有趣(一个 VPS 都可以玩半天)可能是访问人太多,现在 dot 背后的电脑基本上处于不可用状态!最讽刺的是 已经被 Elon Musk 拿下给 Grok Bot 了😜 现在我的 7x24 Agent 主要是 Muse 和 Grok Bot 这两个,再加第三个肯定我自己就切换不过来了!Muse 辅助日常生活助理,日程安排、 Trip 和购物;Grok Bot 来做学习研究,可以创建多个 agents 互动,可云端可本地,还可以调用 Claude 和 Gemini,最关键的是我可以在 Tesla 上使用它,FSD 之后的乐趣😅 不过 Personal Agent 大战已经开启,这是巨头的战场,创业者慎入,倒是可以想想,如何把自己的服务给 Agent 化然后接入进去。这是个很有趣、很有前途的方向✨
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OpenAI 发布了 Dot Elon Musk 买了 并指向了 Grok Bot 最高级的商战果然还是这么朴实无华... 那 Musk 为什么不用 呢?原来它是 Toronto Region Board of Trade,也就是多伦多商会的官方网站
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🚨 JUST IN: Elon Musk says the CEO of Delta Ed Bastian will LOSE HIS JOB after Bastian RIPPED Elon and rejected putting Starlink on any Delta flight MUSK: "He will lose his job over this." 💯 HORRIBLE MOVE...NEVER BET AGAINST ELON Delta not getting Starlink is a huge blow. Americans are going to see other flights with lightning fast internet and Delta will reap the consequences!
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Elon Musk's full discussion with NVIDIA CEO Jensen Huang at the launch event.
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🚨 JUST NOW: Elon Musk and Jensen Huang give an INSIDE LOOK at the big meeting between top AI firms and President Trump today, saying they'll now be "grading each other's homework" 😆 @elonmusk: "We signed a JOINT DECLARATION regarding SI safety, and I think that'll be published by the White House soon." "We agreed to a number of things that include a joint monitoring board, special committees, and just generally grading each other's homework, which is a LOT better than if people just grade their OWN homework, for obvious reasons." 😂 NVIDIA CEO @JensenHuang: "I thought the declaration has a LOT of teeth. I thought it was REALLY well written." "It includes everything from rigorous internal controls, well established methods, well established processes, very clearly documented intentions of the products that you're building, internal controls to make sure that you're delivering on those intentions, internal audit that escalates, external audits from a third party, and then industry sharing best practices." "POTUS pulled it all together. He watched over the meeting, and was able to bring EVERYBODY out."
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FULL: Elon Musk, Jensen Huang, Tom Brown Discuss the AI Revolution & What's Next - 09/29/26
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President Trump stands alongside Elon Musk, Mark Zuckerberg, Jensen Huang, Speaker Mike Johnson, and other tech leaders at the White House as they meet with the press for a gaggle.
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🚨 JUST NOW: Elon Musk, shoulder to shoulder with President Trump, explains why AI is going to lift up ALL of humanity -- not force them into poverty @elonmusk: "I think by FAR the most likely outcome is an AGE OF ABUNDANCE where we don't have just universal basic income, we have universal HIGH income. And people speak about medical benefits. "Maybe it's worth talking a bit more about that. When you have robots and you have superintelligence, it means that EVERYONE in the world can have better medical care than anyone here, including ME. And wouldn't that be wonderful?!" Jobs are going to change. Jobs have ALWAYS changed. But being a computer used to be a job. There used to be buildings FULL of people doing calculations, but now digital computers to do those tasks. I don't think anyone is pining to go back and do calculations all day to do bank interest rates, which is what they used to do. So I think we'll see an evolution of roles. And as the President has mentioned, it's not as though unemployment has increased. In fact, there's a TREMENDOUS demand for people. So I think the most likely outcome--and it's probably worth looking at--the most likely outcome is one which is INCREDIBLY beneficial. And it's a future that you, if you could look into the future, it has a future you would WANT." WELL SAID, Elon. No notes 👏
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musk创造的价值可能比巴菲特大得多 但musk真的没有巴菲特富有 如果巴菲特愿意 1000亿美金身价的巴菲特 可以动用超过1万亿美金的现金 这个现金是中国央行持有美债的数量级 但1万亿美金身价的musk 其实连1000亿美金现金都拿不出来 你说musk可以卖股票 当初只卖了100亿美金 tsla 从1万亿跌倒了3800亿美金 而spaceX累积融资1000亿美金 还有不少是债权 这两家公司的经营现金流都非常紧张 和在一起musk能用的现金流不超过1000亿美金 想明白这件事之后 对现金又有了更深的体会 如果你有1万亿美金身价 但只有100亿美金现金 那这个身价真的只是数字 但如果你只有1000亿美金 但你随时可以支配一万亿美金 这才是真正的富可敌国
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初创公司 往往团队是很重要的 尤其是ceo的能力 在tsla的历史上 如果没有musk 这公司真的可能黄了几次了 毫无疑问musk是那个亿里挑一的创业者 但是有一些公司 ceo和团队的光环效应并不需要那么强 比如茅台、可乐、支付宝、微信 其实大家对其ceo和其他高管都非常陌生 从股东的角度考虑 买入ceo不重要的公司其实是更安全的 在我以前买tsla并且持有的的过程中 总有人问一个重复问题 如果musk死了怎么办 其实就像你问早期的伯尔希尔 如果巴菲特死了怎么办 那只能凉(拌)了 我觉得crcl 是更接近茅台可乐支付宝微信这种企业 创业团队比品牌比 品牌知名度更高 搭建这个品牌也比组建这个团队更难 我的看法可能不正确 也只是我个人的感觉 稳定币还是成长赛道 你说如果有个musk这样的创业者 来干稳定币这件事会怎样 那可能市场格局也会有变数 好的企业和好的管理者是互相成就的 起码新的管理者不能添乱 比如茅台你起码别来个捣乱的ceo 他自己就不会有太大问题 crcl换cfo自然是有风险的 比如是不是可能换个差劲的人进来 所以市场还是以下跌来回应 但往后回顾crcl的高管换帅 我觉得这是个非常小的插曲 无关轻重其实
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