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卧槽,兄弟们!AI硬件已经干翻10倍了,软件却还在地板上趴着! 这才是超级周期下半场真正的核弹机会!我直说很多人不敢说的真实感受:Nvidia涨10倍、存储涨10倍、光互连涨10倍…… 结果你打开手机,有哪个AI应用让你真觉得“卧槽,这直接重塑我的工作”? 硬件的狂欢是真实的,但应用层的狂欢还没开始! 这焦虑感我有,你肯定也有。 但焦虑就是不对称赔率的信号——所有人都在抢GPU的时候,软件还没动! AI浪潮三阶段,记住了:第一阶段(2023-2026):卖铲子的时代 已结束 Nvidia、AMD、存储、光互连通通吃饱第二阶段(2026-2027):平台+入口之战 正在爆发 谁掌握数据和调用入口谁赢第三阶段(2027+):应用层真金白银 即将引爆 谁有真实用户和真实收入谁称王现在就是从第一阶段冲向第二阶段的最爽过渡期! $DOCN(DigitalOcean) 三个月前还被叫“廉价云”,现在单日拉40%直接翻倍! 为什么?AI初创公司要便宜、灵活、低延迟的推理接口,AWS太贵、GCP太复杂,它刚好卡位。 AI客户ARR 1.7亿,同比暴增221%! 标签已换:从廉价云 → AI推理首选平台!白嫖党福音!$TEAM(Atlassian) 所有人都说AI要干掉Jira,结果AI Agent反而把Jira当命根子! Agent需要企业真实数据和上下文,全在Jira+Confluence里。 Rovo上线后,用Rovo的客户增速是非用户的2倍,AI把护城河直接焊死了! 即将引爆的两个重磅:$SNOW(Snowflake) 企业AI Agent的大脑控制层! 5月27日财报看三件事:产品收入、RPO增速、AI工作负载。 全超预期的话,SNOW就是下一个DOCN!现在低位磨底就是送分题。$CRM(Salesforce) Agentforce ARR已经8亿刀,同比169%! 不是画饼,是真金白银企业在付钱! 还能跨系统执行,Google Workspace、BigQuery、ServiceNow全打通。 这不是工具,这是企业工作流的新入口! 最被低估的暗线(通信基建):AI Agent越多,通信调用就越爆炸! AI客服要打电话、发短信、做验证,每一个背后都是通信网络在扛。 $BAND(Bandwidth):自己有全球网络,不是租的。Salesforce都选它做AI客服核心伙伴,低延迟就是命根子!$TWLO(Twilio):语音收入同比+20%,19个季度新高!企业真金白银在买AI互动能力。我自己重仓看好:$NOW(ServiceNow):企业IT和运营端的AI操作系统,重复工单、审批、合规全交给Agent干,AI是它的燃料不是对手! $RDDT(Reddit):AI最稀缺的高质量人类对话数据!Google、OpenAI都在谈授权,130附近就是铁底,数据资产王者! $ZM(Zoom):争议最大但赔率最高!AI Companion活跃用户暴增3倍+,Virtual Agent已处理50%客服。如果从“开会软件”变成全场景AI工作流入口……估值直接重写! 最终总结:$DOCN、$TEAM、$CRM 等财报验证:$SNOW(5/27)、$NOW 暗线黑马:$BAND、$TWLO 高赔率反转:$RDDT、$ZM硬件是AI第一章,应用才是第二章。 第一章10倍的公司,第二章不一定是它们。 故事已经讲够了,接下来看财报里的真金白银! 等数字一出来,就是软件股集体起飞的时候!兄弟们,硬件已经上天,软件还在低位趴着…… 你准备好上车下半场了吗?#AgenticAI# #AI应用#
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Jason Collins’ impact on the Atlanta Hawks organization reached far beyond basketball. During his time in Atlanta, he was a consummate professional, leader and winner. As a teammate, he earned respect through his humility, quiet strength and integrity. His courage and authenticity broke barriers across professional sports and will be part of his lasting legacy. We are heartbroken by Jason’s passing, and extend our heartfelt condolences to his family, friends and all of those who were impacted by his life.
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In a heated exchange during a Senate hearing on Tuesday, FBI Director Kash Patel denied allegations of frequent drinking when asked by Sen. Chris Van Hollen (D-MD) about a recent report by The Atlantic magazine which included allegations that Patel often drinks to excess. "It's a total farce," the FBI director said. Patel filed a defamation lawsuit against The Atlantic, saying the report included "false and obviously fabricated" claims. Sen. Van Hollen met with and helped to return Kilmar Abrego Garcia to the U.S. from El Salvador after he was deported last year. Claims made by Patel possibly referring to Garcia as a "gang banger rapist" are factually incorrect. Garcia faces human smuggling charges in Tennessee, and had a restraining order filed against him by his wife.
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🇪🇸 ¡BIENVENIDOS A MADRID, BENGALS! 🐅 Con Joe Burrow al frente, el equipo se enfrentará a los @AtlantaFalcons en el 2026 NFL Madrid Game 🏈 🎟️Link in bio para más info 🇺🇸 WELCOME TO MADRID, BENGALS! 🐅 With Joe Burrow leading the way, the team will face the @AtlantaFalcons in the 2026 NFL Madrid Game 🏈 🎟️ Link in bio for more info
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The @Bengals and @AtlantaFalcons are headed to Madrid in Week 9 🇪🇸 @MundoNFL NFL Schedule Release — Thursday 8pm ET on ESPN/NFLN
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Announcing the Artificial Analysis Coding Agent Index! Our new coding agent benchmarks measure how combinations of agent harnesses and models perform on 3 leading benchmarks, token usage, cost and more When developers use AI to code they’re choosing a model, but also pairing it with a specific harness. It makes sense to benchmark that combination to understand and compare performance. The Artificial Analysis Coding Agent Index includes 3 leading benchmarks that represent a broad spectrum of coding agent use: ➤ SWE-Bench-Pro-Hard-AA, 150 realistic coding tasks that frontier models struggle with, sampled from Scale AI’s SWE-Bench Pro ➤ Terminal-Bench v2, 84 agentic terminal tasks from the Laude Institute and that range from system administration and cryptography to machine learning. 5 tasks were filtered due to environment incompatibility ➤ SWE-Atlas-QnA, 124 technical questions developed by Scale AI about how code behaves, root causes of issues, and more, requiring agents to explore codebases and give text answers Analysis of results: ➤ Opus 4.7 and GPT-5.5 lead the Index: Opus 4.7 in Cursor CLI scores 61, followed closely by GPT-5.5 in Codex and Opus 4.7 in Claude Code at 60. GPT-5.5 in Cursor CLI follows at 58. ➤ Open weights models are competitive, but still trail the leaders: GLM-5.1 in Claude Code is the top open-weight result at 53, followed by Kimi K2.6 and DeepSeek V4 Pro in Claude Code at 50. These are strong results, but still meaningfully behind the top proprietary models. ➤ Gemini 3.1 Pro in Gemini CLI underperforms: Gemini 3.1 Pro in Gemini CLI scores 43, well below where Gemini 3.1 Pro sits on our Intelligence Index, highlighting that Gemini’s performance in Gemini CLI remains a relative weak spot for Google’s offering. ➤ Cost per task (API token pricing) varies >30x: Composer 2 in Cursor CLI is cheapest at $0.07/task, followed by DeepSeek V4 Pro in Claude Code at $0.35/task and Kimi K2.6 in Claude Code at $0.76/task. At the high end, GPT-5.5 in Codex costs $2.21/task, while GLM-5.1 in Claude Code costs $2.26/task. For both models this was contributed to by high token usage, and in GPT-5.5’s case by a relatively higher per token cost. ➤ Token usage varies >3x: GLM-5.1 in Claude Code uses the most tokens at 4.8M/task, followed by Kimi K2.6 at 3.7M/task and DeepSeek V4 Pro at 3.5M/task. GPT-5.5 in Codex uses 2.8M tokens/task, substantially more than Opus 4.7 in Claude Code at 1.7M/task. In GLM-5.1’s case, higher token usage, cost and execution time were partly driven by the model entering loops on some tasks. ➤ Cache hit rates remain high but vary materially: Cache hit rates range from 80% to 96% across combinations. Provider routing, harness prompt structure and cache behavior can materially change the economics of running the same model given cached inputs are typically <50% the API price of regular input tokens. ➤ Time per task varies >7x: Opus 4.7 in Claude Code is fastest at ~6 minutes/task, while Kimi K2.6 in Claude Code is slowest at ~40 minutes/task. This is contributed to by differences in average turns per task, token usage and API serving speed. Opus 4.7 had materially lower amount of turns to complete a task than all other models while Kimi K2.6 had the most. ➤ Cursor made real progress with Composer 2: Composer 2 in Cursor CLI scores 48, near the leading open-weight model results, while being the cheapest combination measured at $0.07/task. Cursor has stated Composer 2 is built from Kimi K2.5, showcasing they have made substantial post-training gains. This is just the start. We are planning to add additional agents (both harnesses and models). Let us know what you would like to see added next.
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TWICE <THIS IS FOR> WORLD TOUR IN ATLANTA Thank you, ATLANTA 💙 #TWICE# #트와이스# #THISISFOR# #TWICE_THISISFOR_WORLD_TOUR# #TWICE_THISISFOR_WORLD_TOUR_IN_ATLANTA#
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TWICE <THIS IS FOR> WORLD TOUR IN ATLANTA ATL ONCE, that energy was insane - we felt it from start to finish! 💕🍫 #TWICE# #트와이스# #THISISFOR# #TWICE_THISISFOR_WORLD_TOUR# #TWICE_THISISFOR_WORLD_TOUR_IN_ATLANTA#
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Tab groups are now in ChatGPT Atlas.
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Google DeepMind 🤝 @BostonDynamics Our new research partnership will bring together our advancements in Gemini Robotics’s foundational capabilities to their new Atlas® humanoids. 🦾 Find out more →
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