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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）

Residents of Piddington, a small English village of just 370 people, are pushing for a symbolic referendum on independence from the United Kingdom after the Labour government announced plans to house up to 1,250 male asylum seekers at a military base beside the community. The proposed center at Bicester Garrison in Oxfordshire could hold more than three times Piddington’s population and may begin operating by the end of 2026. Residents say they were informed only after the plan was already largely decided and fear the impact on local security, infrastructure, and public services. On July 4th, coinciding with the 250th anniversary of American independence, villagers held a preliminary vote on whether to organize an independence referendum. Of those who voted, 96% backed the proposal, with 175 votes in favor and seven against. Bicester is one of three military sites selected to accommodate around 3,750 asylum seekers. The others are RAF Linton-on-Ouse in North Yorkshire and RAF Barnham in Suffolk, where residents have also protested. The government also plans to expand existing centers at Wethersfield in Essex and Crowborough in Sussex, adding space for another 1,750 people as it seeks to reduce the use of asylum hotels before the end of the parliamentary term.

打开币安钱包在 Robinhood 链上交易 Virtuals Protocol 发行的代币 → 按已实现盈亏排名 → 前100名瓜分奖池，🥇 总奖池 $60,000 USDG ，第1名独享12,000 USDG。 规则很简单： 1.使用币安钱包（无私钥）注册并交易，至少完成1次买入+1次卖出才有排名资格。 2.只算 Robinhood 链上 Virtuals Protocol 发行的代币，交易对必须包含 $VIRTUALS、$USDG、$ETH 或 $WETH 3. 不能导出私钥，不能用同一个钱包在其他平台交易 立即报名 👉

🏞️Recently, Minjiang River Estuary Wetland in #Fuzhou# has transformed into a Cute Critter Paradise, with the mudflats of the #wetland# park hiding the most vibrant & lively spirit of Fuzhou's #summer#.🦀 #wildlife# #ecosystem# #SustainableFuzhou# #SummerVibe# @RamsarConv @WetlandsInt

兄弟们来币安钱包打卡 Robinhood，赢取 $60,000 USDG 奖池——凭实力，拿奖励！！ 币安钱包第四季链上交易体验赛正式开打 ！！！ 🔥 在 Robinhood 链上交易 Virtuals Protocol 发行的代币 → 按已实现盈亏排名 → 前100名瓜分奖池， 🥇 第1名独享12,000 USDG 规则很简单： ✅ 使用币安钱包（无私钥）注册并交易 ✅ 只算 Robinhood 链上 Virtuals Protocol 发行的代币 ✅ 交易对必须包含 $VIRTUALS、$USDG、$ETH 或 $WETH ✅ 至少完成1次买入+1次卖出才有排名资格 ❌ 不能导出私钥，不能用同一个钱包在其他平台交易 活动已经开始，2周时间，8月5号结束，我已经报名了，工牌在此 🏷️ 谁来一起卷排行榜？👀 立即报名 👉

Agencies charge $2,000/mo for AI ad creative. Higgsfield + draft mode discipline = $29. The full 32-minute build, chaptered: 0:00 — Intro: the sister-trap premise and the storm-at-sea kill 4:28 — Stage 1: the script Claude actually writes for you 5:24 — Stage 2: the asset factory inside Cinema Studio 10:36 — The naming trick that saves 400 wasted generations 11:25 — Stage 3: the pirate cabin, shot by shot 14:01 — The talking parrot fix that made the scene alive 15:41 — Directing a cannonball through a sea battle 18:01 — The ship blast that transitions into the desert 18:46 — Full pirate scene playback: wet-deck fall into the ocean transition 19:45 — Desert scene: ostrich riders and dust transitions 30:00 — Full jungle sequence playback 31:30 — The twist ending that reframes the whole film The frame this post opens with (agencies at $2,000/mo for AI ad creative, a $29 stack on the other side) is the pitch. What Adil actually shows is one operator building a 32-minute cinematic short across three settings, solo, in Krea Cinema Studio with Claude writing every prompt. The whole build is on screen, timestamp by timestamp. The turn comes at 10:36. He names every asset, tags them the same in Krea Cinema Studio and Claude, and the scene generator auto-matches inputs by those tags. That's why the pirate captain keeps the same face 20 minutes later. Skip this step and you burn 400 generations wondering why the model keeps drifting. At 17:19 he stops typing and draws. He sketches where the cannonball lands and where the crew stands, then feeds the picture to Claude. One drawing beats ten sentences. Every failed batch you avoid is credits back in your pocket. The whole thing runs on draft-first discipline. Batch cheap in low-res, iterate the prompt in Claude, commit to 4K once. That's how one person out-produces the retainer. He did it alone. In Krea. With Claude.

Ethereum is for shipping. Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month. 0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week. 1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure. 2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction. 3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy. 4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem. 5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications. 6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum. 7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols. 8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India. 9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms. 10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects. 11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment. 12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership. 13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss. 14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations. 15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement. 16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders. 17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices. 18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features. 19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record. 20/ @sparkdotfi launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer. 21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market. 22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual. 23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets. 24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights. 25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.