海之眼 @gzthinker
关注科技、投资、个人成长。 Joined January 2014-
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AI工程师最大的瓶颈是生产资料不在自己手中。你离开了GPU啥都做不成。所以无论多么亮眼的超级明星也必须依附于一个组织,无法享受普通码工的独立性。
今天破天荒的买了点 Apple,我仍然认为 AI 浪潮最大的受益者不是 NVDA,而会是 TSLA 和一家软件服务公司。现在还太早,很多事情都看不清。
我有一个学习方法即∶想要进入一个领域,大量,海量的查看这个领域的文档和视频教程以及相关内容。我2024年2月24日买的第一块esp32,现在差不多40天,就从0单片机开发经验到已经做出来语音AI对话硬体了,硬件程序,服务器程序都是我写的。硬体功能迭代中,下面视频是中译英和英译中的语音翻译。
我有一个学习方法即∶想要进入一个领域,大量,海量的查看这个领域的文档和视频教程以及相关内容。我2024年2月24日买的第一块esp32,现在差不多40天,就从0单片机开发经验到已经做出来语音AI对话硬体了,硬件程序,服务器程序都是我写的。硬体功能迭代中,下面视频是中译英和英译中的语音翻译。
AI领域最全面的市场地图 1. 来自 @mattturck 的 2024 年 MAD
推荐阅读:《2024 年的机器学习、人工智能与数据(MAD)领域展望》 原文:Full Steam Ahead: The 2024 MAD (Machine Learning, AI & Data) Landscape 摘录开头部分内容: 这是我们第十次发布关于数据、分析、机器学习和人工智能生态的年度综述。…
OpenAI 将推出无需注册即可立即开始使用 ChatGPT 的功能,让您更轻松地体验人工智能的潜力。 --- 立刻体验 ChatGPT 的魅力 我们的使命是让 ChatGPT 这样的先进工具广泛传播,让每个人都能享受到人工智能带来的种种好处。目前,已有超过 1 亿用户遍布 185 个国家,他们每周都会用 ChatGPT…
OpenAI 将推出无需注册即可立即开始使用 ChatGPT 的功能,让您更轻松地体验人工智能的潜力。 --- 立刻体验 ChatGPT 的魅力 我们的使命是让 ChatGPT 这样的先进工具广泛传播,让每个人都能享受到人工智能带来的种种好处。目前,已有超过 1 亿用户遍布 185 个国家,他们每周都会用 ChatGPT…
发现一门的新的编译原理的课 youtube.com/playlist?list=… 1. 作为 LLVM IR 和 MLIR 的课程入门非常合适 2. 作者语速适中,普通人听着也没啥问题 3. 我准备跟着写完,算是补齐一下自己的编译原理基础
1. 生成式人工智能解释 你将学到什么: • 生成式人工智能并解释生成式人工智能的工作原理。 • 各种生成式人工智能应用程序。 • 生成人工智能的挑战和机遇 链接: courses.nvidia.com/courses/course…
GTC 2024:黄仁勋与七位 Transformer 论文作者圆桌会谈中英文字幕 在今年的GTC大会上,英伟达的黄仁勋以一种充满仪式感的方式邀请了Transformer的七位作者(Niki Parmar因故临时未能出席)参与圆桌论坛的讨论,这是七位作者首次在公开场合集体亮相。 他们在对话中也表达了一些令人印象深刻的观点:…
转译:Nvidia CEO 黄仁勋宣布新的 AI 芯片:‘我们需要更大的 GPU’ 关键要点: - 周一,英伟达宣布新一代的人工智能芯片以及用于运行 AI 模型的软件。 - 新的 AI 图形处理器被命名为 Blackwell,预计将在今年晚些时候发货。 - 在此次宣布之际,各公司以及软件制造商仍在积极获取现有一代 H100…
英伟达打造的Blackwell 平台是啥样的: Blackwell 小芯片:1040 亿个晶体管,TSM N4P B100 GPU:两个 Blackwell 小芯片组成一个 B100 GB200 超级芯片:两个 B100 GPU+一个 Grace CPU GB200 计算单元:两个 GB200 超级芯片 GB200 NVL72:36 个 Grace CPU+72 个 B100 GPU GB200 NVL 72 机架:8 个 GB200…
Watch the super hot plasma field grow as Starship re-enters the atmosphere!
《泡沫vs通缩期,日本经济政策》 2017-2019泡沫三年,《泡沫时期的爱情》没年薪百万,你算什么男人? 2023-2025通缩三年,《通缩时期的爱情》漂亮女孩的单身率显著攀升 2020-2022疫情三年,《霍乱时期的爱情》产生孤独恐惧,死亡畏惧
这是第一个24小时不间断播放AI生成的视频的直播频道。 ainfinite.tv
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通富微电业绩还不错,实际上我过年的时候就已经知道业绩好,没想到业绩出来关注度这么高,我剩下的持仓先按兵不动,拿过五一假期再说。
老黄再次来到Openai。
早晨,因为超预期疲软的GDP数据引爆了市场对衰退的担忧,但是这有利于降息 因此股市直线拉升。Meta也从-15%涨到-10%,NVDA大涨4%;各大板块都开始反弹。 我认为我失败的主要原因还是起不来 早起all in做多现在也赚了点。md
我想配台新台式开发机,今天在 jd 选了半天,总价 2 万 1 (不含显示器)。同事跟我说,别急着下单,最好去 pdd 对着品牌和型号买可以省钱。我信了他,只花了 1 万 7 。
以往一人做交易惯了,总是掖着藏着,近年突破心理障碍,愿意走出来分享数据,到目前为止觉得还是值得的。昨天市场小回调,笨猫认为是第二腿,是买入机会,包括meta。…
第二周周中仍精准测试MA200(蓝线),此为底线;21日黄线为超短线看点。
$TSLA 特斯拉财报数据很差,收入和收益未达预期,但盘后股价还是上涨。 显然,人们对 FSD、自动驾驶出租车和新款/更便宜的车型充满乐观。
TSLA 的财报比预想的要好,不过我相信股价跌到了这个份上估计也需要下一期财报的确认才能重回长期上升轨道,换句话说,还有一定的窗口时间可以买到相对便宜的特斯拉股票,所以今年的超额盈利我还会继续买入它。
TSLA 的财报比预想的要好,不过我相信股价跌到了这个份上估计也需要下一期财报的确认才能重回长期上升轨道,换句话说,还有一定的窗口时间可以买到相对便宜的特斯拉股票,所以今年的超额盈利我还会继续买入它。
中衡设计排进去了,这个还是有一定想象空间的
非常优秀的财报,澄清了我们长期投资者的疑虑。原来所谓取消25k是改装现有产线的基础上提前生产,我对特斯拉的理解还是太肤浅了!
对于下周#TSLA的财报,大家要有一个心理准备,例如Elon宣布 - All in AI - Deprioritize 25k model - No growth this year
请注意不要以盘后交易为准,常规交易时间走势才是应该考虑在内的
限高可以坐高铁吧?只是不能商务坐
特斯拉Q1财报访谈问题征集:我将和@Tsla99T 在下周 $TSLA财报后录制一个访谈视频。如果你有迫切希望我们讨论的问题,请在下面留言。我们会尽量Cover.问题请尽量具体,并给出背后的逻辑。感谢大家!届时视频会发在我的YT频道: MoneyXYZ. 注意:这不是一个Tesla…