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Prompts aren’t enough when your shot needs precision. With Topview 3D Shot Composer, you can visually stage characters, props, and camera framing before generating your video. Less guessing. Fewer rerolls. More predictable shots. 🎬 Stop describing your shots. Start directing them. #TopviewAI# #AIVideo# #AIFilmmaking# #AIStorytelling# #3DShotComposer#

Seedance 2.0 Mini is live on Topview. ⚡ Built for fast, everyday AI video creation. Get 365 days of unlimited generations with Ultra Annual, or switch to Credit Mode for faster generations at just $0.05/sec. More speed. More flexibility. More room to create. #TopviewAI# #AIVideo# #AIStorytelling# #Seedance2Mini#

Topview Drama Studio is now live on @TopviewAIhq! 🎬 The first AI-native studio for episodic short drama. One creator. AI handles writing, directing, and production. Turn a prompt, outline, or script into fully produced episodic AI dramas. Cast, scenes, dialogue, voice & edit— the drama agent does it all. Built for the rise of mobile-first serialized storytelling. The era of the one-person studio starts now. #TopviewAI# #AIVideo# #AIStorytelling# #ShortDrama# #AIFilmmaking#

Everyone's reposting two AI soundbites today: Gates says AI can kill "a billion people," Jensen says kids won't need to learn math. 600K, 700K views — like/view ratios of 0.37% and 0.74%, dead last on the board. People are resharing the emotion, nobody's reading it. The two tweets nobody reposted are the ones pricing $BTC: 30Y Treasury yield at its highest since 2004, and Meta's data-center bonds getting marked down to junk at 7.5%. By the time the AI story needs a celebrity shouting "a billion deaths," the credit market is already pricing its debt. Sentiment at the top, rates at the door. #Bitcoin# #Crypto#

My first piece for @NewYorker is out today! As Xi Jinping lands in DC to start his state visit, you'll hear a lot about the US-China AI race. I'd like to tell a complementary AI story. This past May, a few days after Trump visited Beijing, I went to the town people call China's vibe-coding capital, Liangzhu. There, you learn that China's AI scene is not monolithic. It's also full of contrarians, cool vibe coders, spiritual seekers, and people who love AI but refuse to join the 996 grind. Liangzhu is on the edge of Hangzhou. I hung out with a group of anti-mainstream builders who use AI to make whimsical apps for fortune-telling, mental well-being, and creativity. Some of them run their lives entirely by bazi astrology (their founder almost became a Taoist monk). They meet on "Crazy Thursday" to vibe-code together. Rent is cheap, so they can get a bigger place with a living room to have friends over (unthinkable in Beijing or Shenzhen). In Liangzhu, they want to use AI to forge their own future. It’s a ground-level story—less about model capabilities, hyperscalers, or AI policy, and more about how people in China are using AI, and the human stories behind it.

ZERO Market Flash August 6, 2026 闪迪主动放弃短期利润最大化，换取穿越周期的门票——NBM 939亿美元最低合同价值，相当于约4.6个FY2026全年收入；超过50%的FY2027 bit产能，将被纳入四年以上的长期协议。 Sandisk交出了一份几乎无懈可击的成绩单。第四财季收入达到89.7亿美元，环比增长51%，同比增长73%；其中约三分之一来自销量增长，三分之二来自价格上涨。数据中心业务全年增长437%，调整后自由现金流达到50亿美元，Non-GAAP EPS为39.25美元。无论从需求、价格、利润还是现金流看，这都不是一份疲弱的财报。 但市场首先交易的并不是这些数据，而是增长速度的变化。SNDK在财报前一日收跌5.4%，财报公布后，今天盘前跌幅进一步扩大至约9.8%。Q1 FY2027收入指引中值为105.5亿美元，仍较Q4增长约17.6%；Non-GAAP EPS指引中值约45美元，也继续环比增长。市场担忧的不是收入或利润下降，而是环比增速从约51%降至约18%，以及毛利率指引83%至85%没有继续明显高于刚公布的84.6%。 因此，截至盘前，投资者仍主要在交易“季度减速”，而不是重新定价NBM的长期价值。开盘后的走势尚未发生，现在还不能判断市场是否会迅速转向长期逻辑。真正需要观察的是，投资者会不会从“下一季度还能增长多快”，逐步转向“NBM能否降低Sandisk未来盈利的周期波动”。 NBM已经不再只是一个抽象概念。按价格下限计算，已签署协议的最低合同价值达到至少939亿美元，相当于Sandisk FY2026全年收入约202.5亿美元的4.6倍。客户还提供了165亿美元现金及金融工具担保，相当于合同最低价值的约17.6%。目前公司与8家战略客户签署了10份NBM协议，加权平均期限超过四年；预计到FY2027，超过50%的bit产能将被纳入NBM，到FY2028这一比例可能进一步升至约三分之二。 这套模式并不是简单地“锁量锁价”。更准确地说，它通过长期采购承诺、价格底线和财务担保，先建立一个稳定的收入与利润底盘，同时保留价格继续上涨时的上行空间。管理层预计NBM毛利率约为80%，而且如果市场价格继续改善，实际利润率仍有进一步提升的可能。 这正是闪迪主动放弃短期利润最大化的含义。公司并没有牺牲利润本身，而是放弃在景气高点把每一单位产能都卖到最高现货价格的冲动，换取四年以上需求可见性、939亿美元最低合同价值、165亿美元履约保障，以及更稳定、更可预测的自由现金流。 传统NAND行业最难摆脱的是Boom-Bust循环：高价刺激扩产，供应增加后价格崩塌，企业被迫减产，随后市场再次进入短缺。NBM不能消灭整个行业周期，但它可能显著降低Sandisk自身对周期的暴露程度。换句话说，Sandisk试图建立的不是一个没有周期的行业，而是一家公司能够穿越周期的商业模式。 ZERO Insight 市场目前仍在交易短期减速：昨日收跌5.4%，今天盘前跌幅扩大至约9.8%。但NBM真正锁定的，不只是订单，而是未来四年以上的经营底盘。 939亿美元不是增长上限，而是合同下限；约80%也不是利润天花板，而是公司试图建立的周期底部。 今天市场卖出的，是增长率。未来市场是否重新定价的，可能是Sandisk能否把NAND的周期性风险，转化为长期确定性。 Search Tags: #SNDK# #Sandisk# #NBM# #NAND# #AIStorage# #Datacenter# #Memory# #Earnings# #FreeCashFlow# #ZEROAlpha#

Nolan spent a reported $250M to bring The Odyssey to the big screen. One creator spent about $250 in Yoroll credits to turn it into a 40-minute playable AI story — in 2 days. Not the same craft. Not the same scale. But that 1,000,000× cost gap changes who gets to create. Watch Odysseus make the choices — or make them yourself → #AIOdysseyByYoroll#

🚨 A CHART FROM 1875 PREDICTED THIS EXACT YEAR. LOOK AT YOUR SCREEN. Three indices. One blow-off top. All curling over at the same moment - exactly on the year a man circled in pencil 150 years ago. His name was Samuel Benner. He wasn't a banker, a quant, or a Wall Street prophet. He was an Ohio pig farmer who got financially wiped out in the Panic of 1873 - and was so haunted by it that he spent the rest of his life trying to figure out why markets boom and bust on a clock. In 1875, he published his answer: a hand-drawn chart labeling every future year as one of three things - panic, good times, or hard times. "Good times," in his words, meant high prices and the time to sell. He mapped it all the way to 2059 - and never lived to see almost any of it. Here's the uncomfortable part: his chart has shadowed the big ones for 150 years - the 1929 crash, the dot-com top, 2008. People keep laughing at the dead farmer right up until they're not. So look at what his chart says about right now. 2026 is a "good times - SELL" year. Now look at your screen again. Not one index - three. The Russell 1000, the S&P 500, and the Nasdaq 100. Large caps, the broad market, and big tech, all spiking to the same peak and rolling over together. That's not a sector wobble. That's the entire U.S. market topping at once, on the exact year the farmer flagged before electricity was even in homes. Do I think a 19th-century pig-iron cycle secretly governs Nvidia's stock price? No. The honest take is that Benner's chart has misfired before, and "a calendar told me so" is a terrible reason to sell anything. But here's what makes 2026 different from every other time this chart got hyped: this time the fundamentals showed up to the party. Valuations last seen at the dot-com peak. A Fed that's turned hawkish into sticky inflation - not cutting, threatening to hike. A tech rally so narrow it cracks the second the AI story blinks. And a market that just watched a major economy fall 10% in a single day this week. The farmer didn't predict any of that. He just happened to circle the year the math finally caught up with the mania. You don't have to believe in the chart. You just have to notice that the chart and reality are pointing at the exact same door - and everyone's still walking in. When the superstition and the spreadsheet agree, that's the one time it's worth looking up.