Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
713 Following 93.4K Followers
I could not agree more
This is a race to survival, not a contest of ROI
@ShanghaoJin Exactly! CEOs are very much concerned by the risk of disruption from startups or faster AI adoption from competitors. The risk of not being relevant due to inadequate AI adoption is much bigger than the increased cost of AI. It’s a race to survival!
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I could not agree more
This is a race to survival, not a contest of ROI
@ShanghaoJin Exactly! CEOs are very much concerned by the risk of disruption from startups or faster AI adoption from competitors. The risk of not being relevant due to inadequate AI adoption is much bigger than the increased cost of AI. It’s a race to survival!
Show more
@Ocean42668833 CPU margin nonlinear increase with respect to yield improve
@Ocean42668833 CPU margin nonlinear increase with respect to yield improve
Good to know…
User funds are SAFU!
Yet, this pregnant lady 👇 pulled an all nighter, along side hundreds of Binancians.
Many industry friends and even competitors (including some previously-not-so-friendly ones) provided very much needed help. 🙏
It hurts, but we will survive. 💪
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If Anthropic’s S-1 said anything, it is that insufficient compute has constrained its ARR growth
yes, Anth growth is decelerating, but 2 separate stories here
1. 65b miss pervious estimates is the lab tighten arr definition pre-ipo
2. real deceleration is function of supply instead of demand as Anth is compute constrained
thats why csp service revenue accelerates from here
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@Ocean42668833 Well, never say never
Take a look at Cursor — they used to distribute over 60% of Anthropic’s token
@Ocean42668833 Well, never say never
Take a look at Cursor — they used to distribute over 60% of Anthropic’s token
A cyber attack immediately gets priced as a tailwind for PANW and CRWD. Markets default to linear thinking. But what if Anthropic or OpenAI launches a cybersecurity product??
In such case, entire SaaS sector could get re-priced — regardless of whether it actually impairs any of their business
Cybersecurity is simply one visible expression of a broader shift — data processing is being systematically converted into model inference
As models replace humans in coding, not only cybersecurity but also code review, testing, and even invoking these systems all become model-driven. All the old workflow has to be rebuilt by AI
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[1/8] This week's cybersecurity news has been alarming. Have cyberattacks accelerated in 2026?
@jasminexli and I examined crypto hacks and ransomware data.
We find that recorded monthly crypto hacks have accelerated, though better detection may partly explain the trend.
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Paying for PR pieces is standard practice in China
Regardless of this mess up Kimi works pretty well
That's how Kimi AI are promoting their new model Kimi K3.1 pro and I know all the influencers working with them and none of them are honest,I have posted about it myself but I didn't join this and never used their templates that they provide.
PROPAGANDA, I have more to share it's f**cked up I'm gonna have follow up for this
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People FUD AI should revisit the software narrative earlier — pricing vibe coding to replace real enterprise software service
Same lazy straight-line thinking. Now “semis are done” because AI funding and token prices
Look at your cards& run your odds. Ignore the table talk
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@ShanghaoJin 但為啥software 一直漲 semi是什麼傻屌
@baskinen2 Only with token price deflation can the industry actually thrive
NV performance/ watt improve 1.5-2x each generation
@baskinen2 Only with token price deflation can the industry actually thrive
NV performance/ watt improve 1.5-2x each generation
This does not imply an immediate recovery in the markets that were impacted
But the original source of stress is clearly not deteriorating further — unless Iran makes a big move that could push cor(oil, IR) higher again
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People shouldn’t view AI with hostility
Yes～it will replace many roles, but it will also generate new jobs we don’t even know about yet
One would think that AI wouldn't replace makeup artists' jobs (at least not yet).
But actually, since all the short dramas are AI-generated now, makeup artists are also losing their jobs.
Actors, extras and lighting technicians, too.
And downstream of these people losing their jobs, the restaurants around the film production base are also facing a business downturn!
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Preemptive hikes to counter energy related supply shocks will effectively become the Fed’s future bullet
I would expect PCE to meaningfully improve by the end of year and throughout 2027
Raising interest rates cannot produce another barrel of crude — or diesel, for that matter
But the CDS market looks like its overreacting right now
I dont think this is a good entry point at the moment.
Don’t that pretend you don’t know— Anthropic’s ARR has re-accelerated over the past few weeks
