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要同時出現多少個巧合, 才能讓全球最高市值的CEO 短短72小時內走到下台 我花一整天閱讀大量資料, 拼湊出前因後果 這應該是最接近真相的事實, 大家當故事看 「我跟你說, 下週Nvidia的CEO會辭職」 這不只說出去沒人信, 連拍成電影都會被罵爛尾 跨黨派的鬥爭, 全在7天內引爆, 首先是誤區： 1. 外遇 & 間諜都是障眼法 2. 兇手不是民主黨或共和黨, 而是兩黨的對中鷹派 3. 川普是最不希望黃仁勳離開的人 4. 這群跨黨鷹派也沒想過火燒這麼大, 黃仁勳辭職 事件開始 📍第一個巧合：關稅、黃樂、美伊戰爭 早在半年前盧比歐就曾二度向川普示警 要求關注黃仁勳與 Megaspeed 的往來 川普知情晶片可能被轉運, 但始終沒有積極處理 一方面想和習近平維持談判空間 另一方面, 美伊戰爭已佔據大量政治資源 （當中還穿插中美元互訪, 這半年真的很忙） 川普也許是相信黃仁勳自己能摸清界線 也許想順便摸清中國依賴GPU的程度, 就睜隻眼閉隻眼 總統忙就算了, 該列貿易黑名單的商務部長 Lutnick 半年0動作, 此舉使共和黨內的對中鷹派越來越不滿 他們在意的事情, 白宮始終沒有全力推進 📍第二個巧合：期中選舉大敗、內閣開始分裂 美伊戰爭拖太久, 讓川普付出巨大的政治代價 內閣原本就存在主戰與停戰兩派 選舉失利後, 矛盾進一步浮上檯面 共和黨開始找戰犯, 原本支持川普的人開始各自盤算 連副總統JD都開始與切割 “內閣中還有誰挺我？” 此刻川普自己也不清楚 📍第三個巧合：川普的個性, 卻逐漸失去控制力 川普的性格一直是擇善固執, 想幹嘛就一意孤行 （美伊戰爭說過若沒人支持, 他照樣打, 願意當壞人） 但這次選舉失利, 讓他政治籌碼大幅縮水 內閣大難臨頭各自飛, 這時黨內對中鷹派有了機會 此刻再不處理中國晶片, 幾個月後改朝換代 參眾兩院不在掌控之下, 屆時更無法保證事件走向 於是鷹派跳過川普, 釋出黃仁勳相關的負面消息 將間諜、叛國敏感議題帶入, 好快速推動閉門聽證 此刻這件事也驚動民主黨的對中鷹派 原本政治立場不同的兩群人, 突然有共同目標 民主黨也加入戰局, 一起深挖更多外遇, 更多花邊新聞 ‼️注意：川普一直把黃仁勳當朋友, 始終沒有切割‼️ 此時面對媒體追問, 他還多次逆風替黃仁勳說話 (就和當年麥可傑克森相同, 川普是真兄弟, 我都要哭了） 📍第四個巧合：黃仁勳低估了華盛頓的遊戲規則 黃仁勳白手起家, 從餐廳洗碗工一路走到今天 他相信的照規則做事, 乖乖繳稅就不會被找麻煩 但美國政治是真的很髒, 你就算今天和總統是朋友 卻不代表能避開 “深層政府” 的政治鬥爭 黃仁勳非常聽川普的話, 還會給一堆情緒價值 川普自然把黃仁勳當成朋友, 願意替他說話 紐約時報稍早證實： 川普前一晚曾致電, 勸黃仁勳「保住CEO, 別離開」 但當總統無法控制自己的內閣時, 如何提供政治保護？ 黃仁勳前天主動打給川普, 我想也是這個原因 黃希望弄清楚出了什麼事, 但川普無法給出任何承諾 大家紛紛跳過自己去揭發Nvidia 若要黃仁勳先認罪去蹲, 再幫忙特赦, 風險太大 在最後一晚, 得不到任何承諾的黃仁勳 也許自知敵不過這群鷹派, 身心俱疲, 最後選擇離開 事已至此, 川普對外也不好再明說, 只能引導輿論 挑相對最聽話的CEO當樁腳, 那就是Tim Cook 📍 第五個巧合：事件後期, 所有平行線交會 黃仁勳離開 這真的是兩黨對中鷹派想看到的結果嗎？ 我相信絕對不是。 他們真正想要的, 是一個更願意配合華盛頓的黃仁勳 而不是只聽川普的話的黃仁勳 更不是讓他直接離開 NVIDIA 因為接下來的問題更大： - 新 CEO 能維持 NVIDIA 的技術領先嗎？ - 新團隊會比黃仁勳更聽華盛頓的話嗎？ - 美國失去黃仁勳, 能讓自己的 AI 產業更強嗎？ 把整件事 zoom out 黃仁勳完全是美國政治鬥爭下的犧牲品 1. 外遇讓事情有了切入點 2. 晶片轉運讓鷹派有了政治武器 3. 選舉失利讓鷹派著急+川普失去保護能力 幾條原本不相干的線, 最後全部交會 33年, 從社洗碗工, 到全球T0的科技領袖 社會底層逆襲, 這個故事就是美國夢最好的代表 更何況他還是會配合政府的科技領袖 只可惜兩黨把NV當成核武, 趕在下台前先納入控制 控制的途中意外導致CEO離開, 事情更糟, 計劃全亂 也因此司法部這群狗雜種 “瞬間” 開始放緩用詞 「我們還沒說是間諜/還不能確認/部分誇大」 我相信閉門聽證會有好的結果 就算晶片真的轉運中國, 司法部也會和黃仁勳達成協議 檯面上讓媒體看到 “好的結果”, 檯面下控制 Nvidia 這種事情搓一下就過去了, 對深層政府而言真的不難 Stand with Jensen 我認為黃仁勳明年就能回到CEO職位。 以上資訊我花了大量時間整理 若喜歡別忘記點個追蹤, 有任何細節歡迎留言討論 #standwithjensen# #bringjensenback#

Woman: "Hey, can you lower your laptop volume? The entire café can hear your Zoom meeting." Tech Bro: "Sorry, I’m leading a product sprint. It’ll only be another hour." Woman: "There are people trying to study and read here. Why not use earbuds?" Tech Bro: "Earbuds hurt my ears. Honestly, it's a public coffee shop, deal with it." He smirked, sipped his iced latte, and unmuted his mic to address his team. Tech Bro: "Alright team, let's review the Q4 lay-off list before HR finalizes it." The woman across the table calmly closed her book, walked over, and pulled up a chair right next to him.

FBI ve Adalet Bakanlığı, Kuzey Kore bağlantılı devlet destekli hackerların FaceStealer adlı düzenle sahte video görüşmeleri üzerinden 400 milyon doların üzerinde kripto para çaldığını açıkladı. Son 18 ayda 900'den fazla kurban var; hedefte kripto ve web3 sektörü, özellikle açık kaynak geliştiricileri. Bu rakamı iki kez okudum. Sahte ya da ele geçirilmiş hesaplardan gelen davet sizi Zoom, Teams veya Google Meet'in taklit sürümüne çekiyor.

一直在用 Grok Bot，都没注意到它已经 v1.0 了，而且是 10 天前，这有点灯下黑了 😄 看看作为 v1.0 的 Grok Bot 和 v0.x 时有啥不同？ 1. 多人协作：可以把 Bot 分享给团队，带到 Slack、Microsoft Teams 和视频通话里；同一套 Team Bot 可由团队共用，也可只分享给特定的人或群组。Bot 能在多人对话中跟上讨论，并在工作中积累对团队知识和偏好的理解。 2. 主动接手：可以识别待办并提出由它来做，跟进未完成事项，预估团队下一步需要什么，并在需要判断时把相关的人拉进来。 3. 能力提升：浏览网页更稳定，写文档和做演示更快、更可靠，并减少完成任务所需资源。 其他改进还包括：登录和浏览网站时更少中断；可以制作能共同编辑、也可持续更新的交互式页面；与 Gmail、Google Calendar、GitHub 等工具的连接有所加强；已授权的动作少打断，敏感操作仍会询问。共享空间也有明确约束：遵守各人权限，并检查信息是否适合发到公开频道。 个人可以创建自己的 Bot，也可以分享给团队。Team Bot 面向 Team 和 Enterprise 套餐；会议功能面向 Team、Enterprise 和 Ultra，企业套餐需由管理员打开。官方文档补充，Bot 可加入 Google Meet、Zoom 或 Microsoft Teams，在会议中回答，结束后发送摘要和待办。

Anthropic IPO Consensus Views: - Overvalued at $1.5T - Revenue is flattening - Token are commoditized due to open source - Token prices falling faster than demand - Anthropic shouldn't go public b/c robbing general public of upside and passing on risk. - Anthropic is Twilio but for intelligence. Contrarian - Anthropic is still a 10x from here and has venture upside. - $80B ARR reported by WSJ is just primarily coding agents and will re-accel with Fable / Mythos - Finance, legal, life sciences, Ode are all super early ... - Agents = still early and most businesses think of AI = ChatGPT / Claude app. - Anthropic will zoom past $100B ARR EOY with release of Fable 5.2 / Mythos 5.2 - Retail is starving for direct exposure to frontier labs and will ape in and drive Anthropic to $3T marketcap. - Anthropic is easily a $500B revenue business in 2030 with simple assumption Fortune 500 spent 0.1% of OPEX today ... Stripe spends 1% and not crazy Fortune 500 replace labor with tokens in 2030. 1% of OPEX would imply 10x of the $75b revenue Q3'26 so $750B revenue in 2030. Full thesis + model coming out Wednesday H/T @zhengjielimm

255M views on a 3D Short by Zack D. Films i tried to rebuild his style with ONE Claude prompt, then ran it on Opus 5.5 and Fable 5.2 (they did NOT make the same Short) the full prompt is below ↓ paste it into Claude Code in an empty folder and answer its 2 questions. it shows u the script and waits for ur go. u need Blender + its free MPFB add-on and a graphics card. give it a few hours (the prompt is minus one optional paid-voice line) Ask me 2 things, then wait: 1. The story in one line: a strange TRUE event where one person did one odd physical thing ("He tied 42 weather balloons to a lawn chair."). If I say "you pick", pitch 3 with one source link each and take the first unless I choose. 2. The voice. Default: Kokoro (free, runs on my computer), a calm, warm male narrator. Then tell me everything else is free: Blender (find my install, or tell me the one download), its free MPFB extension for human bodies (ask me before you install it) and into this folder a Python venv with FFmpeg (imageio-ffmpeg), kokoro-onnx + its model files (kokoro-v1.0.onnx and voices-v1.0.bin from the kokoro-onnx GitHub releases), faster-whisper (small.en), numpy and Pillow. It needs no API key or account and renders on my graphics card with EEVEE. The look: a clean, realistic 3D world, like a good game cutscene. Bright, saturated, a little filmic. - People: realistic bodies with generic faces and big readable expressions (shock, a smirk, a scream). Plain clothes, no logos. Never a real person's likeness: for a real person keep the face out of close-ups (hands, back, side, distance, straight top-down). - CALM shots only. Bodies in fast action or contact (running, jumping, fighting, falling) look stiff, so tell the story with frozen moments under a slowly moving camera, macro inserts of hands and objects, rooms, vehicles, the sky, top-down views and the aftermath. - One new picture for every caption chunk (2-4 words, about 1-1.5 s): a new framing, a new action or a camera move. Nothing ever holds still: every shot drifts, pushes in or orbits. - The shot kit: macro insert (extreme close-up of the key object or hands, very shallow depth of field), hero low angle (wide lens at waist height), god's-eye top-down with a slow rotate, tracked object, over the shoulder, smash zoom on the word that matters, whip pan between beats, glow highlight (the named object glows orange with a rim, then fades), a big 3D number lying in the scene, a thought bubble (a cloud ring showing what he hoped for), a TV in the scene replaying the event. - Light: a bright warm sun, blue sky with clouds, soft shadows. Night scenes use hard lamps and a dark sky. Wide lens up close, depth of field on every shot, motion blur on every fast camera move. - Captions: 2-4 words at a time, white bold rounded sans, about 64 px on a 1080 px-wide frame, centred, 78% down the frame, soft dark shadow, no box. Each chunk replaces the last on the same frame as its picture. - Banned: real footage, photos, downloaded textures or 3D models, logos, AI images or AI video, downloaded music, gore. 38-50 s, 100-140 words, 150-180 words a minute. The voice starts at 0.0 s. - Line 1: the most surprising physical act, in past tense, opening with "He" (or "She"). No name, date or setup. Frame 1 shows that act. - Then a cause-and-effect chain: every sentence starts with a hinge word (Then, Suddenly, So, Because, But, Later) and is ONE visible action. - The context arrives late, after "You see,". - A reveal: someone looks closer and the story turns. - The last line is the consequence. No call to action, no question. - Names are rare: use one only when it pays off. Title = "He ..." or "The Man Who ...". The cover is the first frame. Save every stage to disk so a crash never costs more than one stage. - sources.md: every fact with its link and the date you read it. Anything you can't verify stays out. - script.json: the lines and the caption chunks cut by hand (2-4 words, one picture each), each chunk with its shot: the set, the camera, what moves. - Kokoro reads the whole script in one take (speed 1.0-1.1) and pauses are squeezed to 0.35 s at most; faster-whisper times every word (pass it a 16 kHz numpy array, not a path); write chunks.json with each chunk's start and end. A picture and its caption switch together on frame round(start*30)+1. - blender/: Python scripts run headless (blender -b -P). makes one .blend with the sets, the cast, the props and every shot baked with a key on every frame. sets EEVEE with ray tracing, the AgX view with the Punchy look, motion blur, depth of field and bloom in the compositor. Bodies come from MPFB or are built by you; clothes, hair, props and sets are built in code. - Stills first: one half-size still per shot as a contact sheet. Look at every tile and fix what's off before any full render. Time one full-size frame and tell me the estimate. - Render 1080x1920 at 30 fps to PNG frames, skipping frames already on disk. - numpy only: a light music bed, a sound on every action (a whoosh on each whip pan, hits, wind, room tone), ducked under the voice, mastered to -14 LUFS on the whole stereo mix. - burn the captions in from chunks.json. Encode out/_9x16.mp4 (1080x1920, 30 fps, TV-range yuv420p) and out/_x_7x8.mp4 (1008x1152, under 10 MB, 2-pass): a crop of the 9:16 frame that keeps the subject and the caption. - Blender paths: pass absolute output paths (a relative one lands on the drive root). - MPFB headless: enable it with addon_utils.enable("bl_ext.user_default.mpfb"). Bake a body's shape keys before you pose it: the rig is fitted to the baked shape. - Clothes: cut them from the body mesh and push them 7-16 mm out along the normals; keep two rings of body faces under every hem. - Nothing coplanar: keep every resting object 1 cm off its neighbour and draw ground markings into the texture, or they flicker. - Hair: EEVEE draws hair only from a Curves object, hair type STRIP. Use a Principled BSDF on it (the Hair BSDF renders black). - Skin: keep subsurface weight near 0.2 (more turns faces black in EEVEE) and add a soft fill light from below under a noon sun. - Hands: a curled hand reads as a claw from the palm side, so shoot a grip from behind the knuckles. - Motion blur: shutter position START, a key on every frame, plus a key half a frame after each shot's last frame, so blur never reaches across a cut. - Check: run a black-frame and one-frame-flicker check on the render. Make a contact sheet (a frame every 0.5 s) and look at every tile: the act reads in the first 2 s, faces are lit, nothing clips through anything, captions stay off faces and key objects. Then step through the first 2 s, the middle and the end frame by frame. Fix, render only the changed shots again. Pitch (or take my story), then show me the script with the word count, the caption chunks with their seconds and the shot list with what the first frame shows. Build nothing until I say go. how the two runs went: one run each on the same PC, so it's one sample, not a ranking. both took under 3 hours on one shared 8 GB graphics card. the story for both: a man who tied 42 weather balloons to a lawn chair in 1982 where they split: -> Opus opened wide on the balloons over the yard. Fable opened on the man kneeling at the chair with his Jeep behind him -> Opus put 5 big 3D numbers in its scenes, Fable 2 -> Fable followed the caption spec (white text, soft shadow). Opus went ALL CAPS with a thick outline -> Fable pulled the Smithsonian's own record and ended on the chair in the museum. Opus ended on the $1,500 fine -> a few Opus shots are hazy and one opens on a blank grey frame save this for ur next Short. who did it better, Opus or Fable?

Personal Agent 趋势判断： 不论是 Muse、Dot 还是 Grok Bot ... 目前都是你和它沟通，它完成一些事情， 而我们日常生活和工作中，做具体的事只是一部分，很大一部分时间都在沟通上。 不论是当面沟通、发消息、打电话、视频会议... 等等。 不能替你去和别人沟通的 Agent 体系是不完整的。 能替你进行沟通，需要以下先决条件： 1. 懂你：Agent 知道你是怎样的人，怎样的沟通表达习惯 Memory & Soul 2. 懂对方：Agent 知道沟通对象、知道沟通上下文（Context）和下一步沟通目标（Target） 3. 懂沟通、能沟通：Agent 知道沟通技巧（Skill），知道准备最合适的材料（文档、图片、PPT、动画视频...），知道使用沟通工具（Zoom、Slack...），会听、看、说，需要多模态能听懂、看懂、说话（TTS、ASR...） 目前几乎技术都满足了，只需要一个合理机制把这些组合起来。 2027 年，会替你沟通的 Agent 成为主流，不会替你沟通的 Agent 会是边缘。

10/ 与其他应用集成 Drive 能连接一大堆工具： → Slack：直接分享文件 → Trello：把文档附到卡片上 → Zoom：通话中分享演示文稿 → DocuSign：不用离开 Drive 就能签文件 整个工作流都在一个地方。

Sometimes the funniest moments happen when the cameras are rolling and the actors have absolutely no idea what’s coming. While filming Scary Movie 5 (2013), the crew reportedly decided to prank Ashley Tisdale by secretly asking an extra to perform a stunt in the most awkward and over-the-top way possible. Ashley tried desperately to stay in character as the ridiculous performance unfolded, but keeping a straight face became nearly impossible. Then came the perfectly timed camera zoom, which finally pushed her over the edge and made the moment even funnier. Looking back, Ashley joked, “I did my best, but that camera zoom got me.” It was one of those hilarious behind-the-scenes moments where an unexpected prank and a genuine reaction created something no script could have planned.