Paradis
@ParadisLabs
AI & Tech Investment Research. No financial advice.
参加 March 2026
182 フォロー中 84.5K ファン
Recommended reading for the weekend:
1. Simon Willison — Kimi K3, and what we can still learn from the pelican benchmark
2. J.P. Morgan — Powering the AI Revolution
3. Zephyr — How to break the memory supercycle? Or is it even possible?
4. TrendForce — Humanoid Robots Part 1: The US-China Divide and Who Controls the Supply Chain
5. Hugging Face — Welcome Inkling by Thinking Machines
6. $ASML & $TSM — Earnings Transcripts
もっと見る
