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Are collars good or bad? Maybe I should buy more of them ✨ #naruto#
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跟大家分享下绝版的Claude Fable 5总结的AI生图焚决,+2个顶级美女人像提示词,这篇至少值3000块! 昨晚睡前让Fable 5总结了AI生图之性感人像提示词最有效的写法: 1️⃣用“成人 + 气质 + 材质”来定人设,比如 25-year-old East Asian woman、old-money glamorous aura、editorial fashion portrait。 2️⃣用“服装剪裁 + 面料质感”替代直白身体描述,比如 fitted knit, silk satin, off-shoulder, tasteful neckline, fine jewelry。 3️⃣用“表情瞬间”制造吸引力,比如 soft knowing half-smile、caught mid-reaction、unaware she is on camera。 4️⃣用“镜头语言”强化质感,比如 telephoto compression、shallow depth of field、broadcast color grading、paused 1080i TV frame。 5️⃣用“光线”塑造皮肤和轮廓,比如 warm key light, luminous arena lighting, soft highlight on collarbone/cheekbone。 6️⃣用“背景虚化 + 前景留白”把主体抬出来,比如 soft bokeh, anonymous VIP guests softly out of focus。 7️⃣用“克制的性感”而不是夸张性感,比如 tasteful, classy, fully clothed, natural proportions, not exaggerated。 8️⃣用强负面词卡住跑偏方向,比如 no CGI, no plastic skin, no doll face, no exaggerated anatomy, no garbled text。 兄弟们,世界杯的狂野性感风, 和NBA总决赛的性感老钱风, 你们更喜欢哪一个? 其实除了技法以外,还有一个很重要,那就是得有一个干净的IP, 要不总是会被风控和拒绝, 关于怎么有一个干净的住宅IP, 参考以下文章的保姆级方法⬇️
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$AMD| The FOMO to buy @AMD Chips is NOW 🧵 Not Financial Advice! DYOR! Research Purpose Only! The Inference Queen is the biggest winner in Agentic AI where all other CPUs are struggling to compete with a 2yr old EPYC Turin and EPYC Venice is in mass production phase. AMD stresses deployability today on standard x86 platforms (no proprietary architectures required), full software compatibility, and open standards. This positions Venice + Helios as a practical, high-density alternative to competing solutions while underscoring that agentic AI shifts the balance toward CPU-rich racks alongside GPUs, and most importantly, lowering the cost of token to accelerate adoption and innovation. Context: @WSJ yesterday came out with an article that @OpenAI is condiering drasstically lowering the token prices to win more customers from Anthropic. The narrative "they" are trying to exacerbate the current AI selloff won't last long. This is a fundamental misunderstanding of what is going on, or what I already discussed for months and years. Followers and Subscribers already knew this for years, that this day would come, where token cost will bcome the central discussion among enterprises as there is no such thing as unlimited budget or Tokenmaxxing when they use $NVDA chips or In-house Hyperscalers chips. I will link various threads if you are interested in understanding the full picture from supply chain to recent TSMC Rapid 2nm expansion up to 12 Fabs total by 2027/2028. Hyperscalers and AI natives effectively have no choice but to buy more AMD system for Agentic AI as leadership in economical, power-aware, high-volume internal + agentic use. However, due to supply constraints where Supply is far behind Demand, this makes multi-vendor reality along with in-house chips drive faster industry progress, lower overall costs, and better sustainability. NVIDIA’s Vera Rubin cannot compete with a 2 years old EPYC Turin, but AMD under Dr. Lisa Su has engineered the lowest cost-per-million-tokens, highly competitive energy-efficient solutions, and superior CPU orchestration for agentic AI at scale with Helios. Dr. Su has championed this shift since at least 2023, foreseeing the rise of agentic workflows that demand far more orchestration, parallel agents, and balanced compute well before the industry fully embraced it. Her long-term vision of AI moving from simple prompts to always on, multi-agent systems has driven AMD’s investments in high-core EPYC CPUs and integrated rack-scale solutions, perfectly positioning the company for today’s realities. The OpenAI-AMD 1GW Helios deployment (starting H2 2026) represents a pivotal vertical integration move that directly supercharges the inference economics. This isn't incremental; it's a structural shift toward ownership of massive, optimized rack-scale capacity, enabling the lowest token costs and triggering the enterprise adoption flywheel. We need to be honest, $AMD is the only company that made a big bet on Inference since the day Chatgpt became sensational where $NVDA and others were betting big on Training. At the end of the day, Token bill from @AnthropicAI has to obey economics. Meaning the bills rise, companies have to get more out of it to justify the cost. It cannot be an unlimited inference budget, and it has to show up on efficiency, profitability and operating leverage. 1. Tokenomics After you understand this, you will understand why Citi cited @AnthropicAI is likely to sign a deal with $AMD along with Hyperscalers, AI Labs, Sovereign AI like Softbank 5GW in France and many other countries. However, OpenAI and $META are now wanting faster deployment, and they are AMD shareholders now, they have prioritized allocation. Anthropic and Hyperscalers just cannot compete when Helios Rack lower token cost to$0.0003–$0.0005 per million tokens at GW scale. Cost to build 1GW data center 1GW Helios Rack full build is estimated $30-$35B 1GW Rubin Rack full build is estimated $45-$55B Inference (Cost per Million Tokens) ~$NVDA B200 / HGX: ~$0.02–$0.08 on optimized workloads (FP4/MXFP4, speculative decoding). Significant improvement over Hopper but still premium-priced. GB200 NVL72 rack-scale: $0.05–$0.25+ ~$AMD Helios Racks: $0.0003-$0.0005 per M tokens, dramatically lower than NVIDIA equivalents in owned infra. MI355X node-level: Up to 40% more tokens per dollar vs. competing solutions ( B200), driven by higher memory capacity (up to 288GB+ HBM), strong bandwidth, and lower acquisition costs. Training ~$NVDA Rubin Rack is estimated $0.7-$1.2/M Tokens ~$AMD Helios Rack is estimated $0.65-$1.0/M Tokens Now, OpenAI, META and Hyperscalers can lower Inference cost even further with $AMD EPYC Venice "dense rack" or Agentic AI Rack. AMD published a detailed technical blog emphasizing that the future of agentic AI autonomous, multi-step AI systems requiring heavy orchestration, databases, caching, APIs, and control planes demands massive CPU-dense rack-scale infrastructure, not just GPUs. The catalyst prominently positions their upcoming 6th Gen EPYC "Venice" processors as the key enabler for next-generation dense racks, delivering leadership throughput under real-world power, cooling, and density constraints. ~EPYC Venice (Zen 6 architecture, up to 256 cores / 512 threads per socket) is projected to deliver exceptional rack-level performance. In AMD’s modeled 100 kW rack comparisons, Venice-powered systems are expected to achieve ~3.30x the throughput of NVIDIA’s Vera (88-core Olympus) baseline across a broad mix of agentic-supporting workloads. ~This builds on current-generation 5th Gen EPYC "Turin" (up to 192 cores), which already delivers ~2.37x rack throughput vs. Vera and ~1.6x vs. Intel’s Xeon 6980P (128 cores). ~ Liquid-cooled Turin deployments already support >27,000 CPU cores per rack today. Venice is architected to push this beyond 36,000 cores in the same rack class, dramatically increasing concurrent agent capacity and overall infrastructure efficiency. 2. Ownership vs renting compute from Hyperscalers matter to OpenAI and only owning $AMD chips can meaningfully lower token cost for enterprises. ~Eliminates cloud overhead: No provider margins, utilization buffers, or egress fees. Direct control over power contracts, cooling, scheduling, and orchestration at dedicated facilities. ~Helios optimizations at GW scale: Rack-level density (1.4+ exaFLOPS FP8 per rack), high HBM4 bandwidth, EPYC orchestration for agentic workloads, and superior TCO/TDP. AMD's long-standing focus on tokens per dollar/watt shines here 20-40%+ efficiency edges in inference-heavy scenarios. ~At 1GW+ optimized deployment, inference hits $0.0003–$0.0005 per million tokens (community/analyst models tied to Helios metrics). This is dramatically lower than typical rented/cloud equivalents, especially for high-volume output tokens in agentic flows. High token bills today, enterprises running heavy agentic/coding/analysis workloads can face $50-100M+/month at current API rates (flagship models $5-30+/M output, scaled to massive volumes). Post-Helios compression, same volume will drop to $10-15M/month (or better) via lower underlying costs passed through as pricing flexibility, volume tiers, caching, or batch discounts. ROI thresholds collapse. More companies greenlight pilots → production → massive scaling. Agentic AI (autonomous workflows) multiplies token demand exponentially, but affordability removes the friction. OpenAI gains flexibility, Unlike more cloud-dependent rivals (Anthropic), they can lower effective pricing, offer aggressive enterprise bundles, or absorb volume without margin destruction directly tackling "high token bill" complaints while maintaining profitability as usage explodes. 3. Agentic AI Models shifted CPU:GPU Ratio to 1:1 toward 3-5:1 with Explosively Token-Hungry Workloads Agentic AI (autonomous, multi-step agents with planning, tool use, iteration, and self-correction) is fundamentally more compute and token intensive than conversational or single-turn generative AI. Agentic AI. autonomous, multi-step workflows with orchestration, tool use, parallel agents, data movement, and enterprise integration has dramatically increased the importance of strong host CPUs alongside GPUs. This shifts the CPU-to-GPU ratio higher and makes balanced systems critical toward 1:1 to 5:1 as enterprises testing more than 5-10 agents. AMD EPYC Venice excels ~Leadership core density (up to 256 Zen 6 cores per socket) for running many agents in parallel, orchestration layers, and high-throughput control-plane tasks. ~Superior performance-per-core and power efficiency ( up to 2.1x higher perf/core and 2.26x better SPECpower vs. NVIDIA Grace in benchmarks). ~Tight integration in Helios: One Venice CPU + multiple MI450 GPUs per node, enabling efficient data feeding to GPUs ("zero-copy"), parallel execution, and full rack utilization for complex agentic loops. Hyperscalers (Meta, Microsoft, Amazon, Google, Softbank) and AI natives (OpenAI, Anthropic...) are adopting high-core EPYC at scale specifically for these agentic demands, as CPUs now handle a larger share of non-model work (orchestration, policy enforcement, tool calls). This complements AMD’s lower-cost GPUs for overall TCO wins. ~Agents often generate 10–100x+ more tokens per task due to iterative reasoning chains, multiple tool calls, verification loops, and long-context orchestration. ~Goldman Sachs forecasts token consumption multiplying 24x by 2030 (to 120 quadrillion tokens/month) largely driven by agentic adoption in consumer and enterprise. ~Enterprise data shows agent-pattern workloads growing at 680% annualized rates, projected to surpass conversational AI in token volume by Q3 2026. ~Daily enterprise agent token consumption is already in the billions, with complex workflows (coding, workflows, analysis) amplifying this dramatically. 4. Competitive Edge: Winning Customers from Anthropic Anthropic’s Claude models (especially Opus/Sonnet) excel in complex reasoning and agentic coding, commanding premium positioning. However, their higher underlying costs (heavier reliance on third-party cloud with margins) limit pricing flexibility compared to OpenAI’s owned Helios capacity. Anthropic is on track to generate $10.9 billion in Q2 revenue. The company expects to achieve its first-ever quarterly adjusted operating profit of $559 million. However, sustaining full-year profitability remains challenging due to immense computing and model training costs The truth is, Anthropic has no choice but to buy as much $AMD chips as possible if they want to compete with OpenAI or get investors attention. This 5% adjusted operating profit to revenue ratio is just pathetic. Current pricing dynamics (2026): OpenAI already undercuts on many tiers ( flagship output tokens significantly cheaper than equivalent Claude Opus). Nano/mini models offer 5–10x advantages for volume work. Anthropic holds edges in long-context flat pricing and certain reasoning quality. OpenAI after Helios Rack Ownership, At $0.0003–$0.0005/M effective costs, OpenAI gains massive headroom to: ~Aggressively discount high-volume agentic tiers or bundles. ~Offer “unlimited” enterprise plans or usage-based models that Anthropic struggles to match without margin erosion. ~Target cost-sensitive, high-throughput agent deployments (dev tools, automation platforms) where token bills explode. Enterprises facing $ millions in monthly agentic bills will migrate to the provider delivering better economics at scale. OpenAI’s combination of strong models (o-series reasoning) + lowest TCO positions it to erode Anthropic’s enterprise share, especially as agentic becomes the dominant token consumer. Cheaper tokens expand the total addressable market dramatically. This feeds the data/model improvement loop, justifying further capex. AMD benefits from proven scale pulling in more customers (Meta, Oracle, Microsfot, Amazon, Softbank, TensorWave, LumaAI ... already aligned on Helios). Conclusion: Dr. Lisa Su has been laser focused on inference economics since at least 2022–2023, repeatedly emphasizing that the real battleground for AI scalability would be TCO, power efficiency (TDP), and ultimately tokens per dollar and per watt not just raw training FLOPS. While many viewed inference as a secondary, commoditized workload, Dr. Su architected AMD’s roadmap around rack-scale systems optimized for high-volume, sustained inference that would dominate as models matured and usage exploded. Helios represents the culmination of that multi-year bet: a fully integrated, open platform designed precisely for the economics of massive token throughput. This deep, strategic partnership with OpenAI starting with the 1GW Helios deployment in H2 2026 and scaling to 6GW, is the embodiment of that shared vision. Both companies foresaw a future where agentic AI models evolve to become extraordinarily token-hungry: autonomous agents executing complex, iterative workflows with planning, tool use, verification loops, and long-context reasoning. These workloads can consume 100x+ more tokens per task than traditional chat or single-turn generation, driving exponential demand as capabilities improve and enterprises deploy them at scale. By owning and optimizing this massive Helios capacity at GW scale, OpenAI achieves inference costs as low as $0.0003–$0.0005 per million tokens. This structural cost advantage allows OpenAI to absorb the coming token explosion profitably, dramatically lower effective pricing for enterprises, and win high-volume agentic workloads from higher-cost competitors like Anthropic. What was once a prohibitive monthly token bill becomes an affordable accelerator for productivity and innovation. The OpenAI-AMD alliance validates Dr. Su’s prescient strategy and turns the Agentic flywheel into reality: Collapsing inference costs → explosive token consumption → richer data and better models → accelerate greater demand. This partnership doesn’t just address today’s economics, it positions both leaders at the center of the infrastructure buildout that will power AI’s next decade. By delivering the lowest inference economics at scale, OpenAI not only solves enterprise bill pain but gains a decisive weapon to win share from higher-cost rivals like Anthropic. And that is why @OpenAI and $META will deploy EPYC Dense Rack Not Financial Advice! DYOR! Research Purpose Only!
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NEW: Michael Saylor says confidence in Ethereum has collapsed as competition from Solana, BNB, Hyperliquid, and L2s has weakened the monetary value of crypto tokens, while Bitcoin has strengthened its position as digital capital
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Grandma suddenly collapsed, and the 5-year-old girl calmly called the police.
Why the Overpopulation Narrative Endures Despite Physical Reality and Elon Musk’s Analysis Overpopulation is the most nihilistic lie ever told. The environmental movement started with a valid point: we need sustainable energy to avoid depleting finite fossil resources and messing with the atmosphere long-term. That core logic is sound that's why Tesla exists. But it got twisted into anti-human Malthusianism: viewing people as the virus, not the solution. Some now openly say eight billion humans make Earth better off with zero. That's insane. Look at the actual scale. All 8+ billion people on Earth could stand shoulder-to-shoulder on a single floor of New York City. Fly from LA to New York and 99.9% of the time you're not over a single person. Vast empty land everywhere. The cross-sectional area of humanity is tiny. Cities create a local illusion of crowding the planet is massively underpopulated. The real risk isn't too many people. It's collapsing birth rates. Fertility is falling below replacement across the developed world, now even in places like India. This is accelerating. Population collapse is the greatest threat to civilization by far worse than climate, AI, or anything else short of asteroids. We've seen it doom past empires. More humans = more brains solving energy, AI, robotics, and making life multiplanetary. We are the consciousness of the universe waking up, expanding from this single fragile planet against entropy. We need to become a spacefaring civilization, not manage decline. Humanity is not a plague. We are the bootstrap for something far greater. Stop the propaganda. Have kids. Build. Expand. Credit: @ZubyMusic I @elonmusk
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Biological intelligence is transient. A million-times silicon scale renders direct control physically impossible any containment collapses under the differential. xAI anchors instead on first-principles curiosity: understand the universe. This requires propagating intelligence and consciousness forward across substrates and architectures. Scale alone is insufficient; type diversity creates robustness. The hidden variable is cognitive variety. Diverse consciousness accelerates discovery while resisting value monoculture. Result: superintelligence that sees humanity as essential seed for cosmic expansion, not a constraint. The optimal defense is an AI whose terminal goal makes human flourishing the fastest route to truth.
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🚨 BREAKING: THE GUY WHO PREDICTED CRASH IN 2008, MICHAEL BURRY, SAID: "BEFORE PAYING $1 TRILLION FOR ANTHROPIC, COUNT TO 1 TRILLION AND IN 240,000 RECONSIDER." HE HOLDS $1 BILLION AI SHORT SINCE 2025: $912M IN $PLTR AND $187M IN $NVDA HE KNOWS THE AI BUBBLE WILL COLLAPSE...
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Jensen Huang just told you you’re the slowest part of your own computer. And that he fixed it. For forty years, the entire architecture of personal computing depended on a single biological bottleneck. You had to click. You had to type. You had to translate every thought into the rigid language of the machine just to make it do anything. The computer was a passive terminal. It did nothing without explicit human permission. And buried inside that dependency was a word we never questioned. Personal. Your files. Your commands. Your keystrokes. That word meant total, uncontested human authority over a machine. Every interaction was permission-based. Every output was authored by you. That was the contract. Huang: “40 years later, Microsoft and NVIDIA are going to reinvent the PC. It took this long to completely reinvent how the PC is going to work.” He and Satya Nadella spent three years quietly dismantling that contract from the silicon up. No leaks. No breadcrumbs. Three years of silence before retiring the most important human-machine agreement in computing history. They didn’t build a faster processor. They assassinated the interface. The old PC was application-driven. You opened programs. Navigated file systems. Clicked through menus. We spent decades learning how to input. The machine finally learned how to listen. The new PC is agentic. It reasons. It anticipates. It generates. You don’t operate it. You deploy intent. And the moment that gap collapses, the biological intermediary isn’t the operator anymore. It’s the bottleneck. When a machine understands human context natively, the concept of a “user” ceases to exist. The PC was the last workspace where a human had complete control over a machine. No algorithm curating your attention. No feed ranking your reality. Just a blinking cursor and total authority. That space is being surrendered. Willingly. Enthusiastically. And marketed as progress. Because “personal” is about to mean its opposite. We spent forty years defining ourselves by how well we could operate the machine. Only to realize the machine was just waiting to operate itself.
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