🎮 **O RECADO PARA A SONY ESTÁ CADA VEZ MAIS CLARO.** Lojas estão surgindo em vários cantos do mundo com jogos de PS5, PS4 e até títulos de outros consoles rodando no próprio PS5. E em muitos casos, o acesso aos jogos acontece de forma gratuita. Isso mostra uma coisa: **tem muita gente cansada das limitações e das arbitrariedades da Sony.** Não é só sobre PS5. É sobre liberdade, preservação e sobre o usuário ter mais controle sobre o hardware que comprou. A Sony fecha uma porta… a comunidade vai lá e tenta abrir outra.

每天泡在 推特真的會產生一種錯覺： 「2026 年了，應該所有人都在用 AI 了吧？」 結果 Pew 2026 的美國調查是： 51% 的成年人根本不用 AI chatbot。 每天使用的只有 24%。 每天用好幾次以上，更只有 16%。 另一份 2026 NBER / Fed 研究也很有意思： AI 已經滲透到非常多職業，但真正深入到工作流程的程度仍然很淺——不到 3% 的工作任務，能達到「超過一半執行這項任務的人都在用生成式 AI」。 所以現在 AI 最有趣的地方可能不是「大家都開始用了」， 而是每天用 AI 的人，已經活在一個跟大多數人完全不同的世界裡。 AI is widespread, but still surprisingly shallow.

NEW : FLYDUBAI INCIDENT: PASSENGER WHO SUBDUED ATTACKER CHEERED AFTER SAFE LANDING One of the Israeli passengers who reportedly helped subdue the attacker walked into the main cabin after the plane landed safely in Saudi Arabia. He pumped his fist in the air as passengers chanted: “Am Yisroel Chai!”

Last night Dhiraj Mallick, the chief operating officer of Cerebras sold $78 million dollars worth of Cerebras stock. This would leave him with absolutely ZERO stake in the company, which is odd for a COO. This also happened right after OpenAI’s devday announced GPT6 ultrafast which was reported by SemiAnalysis to NOT use Cerebras Wafer Scale Engines !!! This could be a signal that Mr. Mallick has lost confidence in the company and spell more trouble to come for Cerebras !!!

Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product. Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years. We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher. Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism. Much more in our SoM report here - @a16z @sarahdingwang @aleximm @santiago__rdz

最近深刻感觉！泰国就是最适合币圈从业者长期生活的国家了 1、你能想到的所有运动都有顶级场馆，价格也适中，比如网球，200泰铢-1600泰铢的场地应有尽有，教练价格也就650-1200泰铢 2、所有AI软件都可以直接使用，无需翻墙 3、喜欢酒吧、社交互动啥的，这里有各个国家的帅哥美女，可以练习口语 4、性压抑？这里也有兄弟们能找到的一切 5、泰国人爱干净，出租车打几十辆辆都很难遇到一个臭的，司机素质也很高，过马路都会主动让行人，摩托车也是 6、微笑之都，四目相对一定是点头微笑 7、全亚洲米其林最多的国家，吃货也是想吃啥都能吃到 8、医院都是很顶级的，中东土豪都来这边看病，医疗能力和水准都非常高，就是贵了点，但是一年不到搞个2000U保险，几乎看啥病都不要钱了 9、国际学校也很好，成本比较划算，但是同学家长都是很不错的 缺点就是，泰国消费比想象中高很多，好的房子，租金都贼几把高，一个月8-20万泰铢的很多，房子都很爽，但就是贵 吃饭啥的，出门随便下个馆子，都是人均200 300的 签证比之前难办了一些，精英签一劳永逸，就是贵，最便宜的还要65万泰铢 最理想的就是搞个DTV，几个合伙人或者好朋友住在同一栋公寓，不住在一起，然后没事儿就出去健身、打球、一起喝咖啡、研究赚钱、晒晒太阳啥的！！ 多几把爽

Bitget Protection Fund Update 📢 Bitget has replenished its User Protection Fund, restoring it to over $300 million. The Protection Fund is an additional safeguard for user assets, funded by Bitget's own capital.

The market will heavily discount today's PCE inflation data. Why? Because the US just changed the way PCE inflation is calculated: Beginning with today’s release, the US changed the methodology for 3 key PCE inflation categories and revised data back to 2021: 1. Portfolio management/investment advice 2. Computer software/accessories 3. Legal services The biggest change is in portfolio management fees. Under the old methodology, rising asset values could show up partly as higher "prices" for portfolio management services. For example, if an adviser charged 1% of assets and the portfolio rose 20%, the dollar fee would rise 20% even though the adviser did not raise the 1% fee. The new methodology uses an employment-based measure to estimate the quantity of services, reducing the amount of the increase that is classified as inflation. For software, the US now uses a broader composite. For legal services, an unpublished CPI series is being replaced because it had become "unusually volatile." We estimate the methodology alone could reduce Core PCE inflation by up to 20 basis points. In the PCE inflation data released just now, both headline and Core PCE inflation were revised down by 30 basis points for July. We do not interpret the entire 30 basis point drop as disinflation. Part of it is literally a measurement change.

中国老登资产崩盘：高端白酒、翡翠、珠宝、玉石、钻石、名表、古董、字画、红木家具、邮票、纪念币、文玩、天珠、茶叶、老钱币、老相机、传统豪车、学区房、别墅、商铺、公寓、收藏级烟酒、各种“越放越值钱”的实体收藏品…… 中国新登资产上场：BTC、黄金、VOO、QQQ、全球股票、AI月费、机器人、算力、数据、稳定币、数字资产、全球银行账户、海外券商账户、多本护照、长期居留身份、多国签证、全球公司、离岸公司、海外房产、全球保险、全球税务身份、跨境支付能力、多币种资产、海外现金流、个人品牌和IP、订阅收入、知识产权、健康、肌肉、睡眠、皮肤、抗衰、医疗科技、时间自由、地理自由、低负债、高流动性、随时切换国家和城市的选择权……

手里有 ETH 的宝，看过来 这次 OKX VIP 闪赚，直接拿 U！💚 💰40 万 USDT 奖池 ✨参考年化 10.61% 🗓️9/29 15:00—10/4 15:00 新用户也想参加？ 联系 App 内客户经理申请白名单，获批可豁免 30 天平均资产考核👇 直达—— ▫️Tier 3：500 ETH ▫️Tier 4：3,000 ETH 存 ETH、拿 U！这期谁错过谁是小笨蛋！ 资格以审批为准；参考年化非固定收益，实际收益及规则以活动页为准。

個人認為今年5-6月有機會是老馬炒作太空概念股的時間點。畢竟要配合6月的space x巨型ipo了。 3-5% 極低比例籌碼的ipo , 1.75-2t 估值的人類終極夢想。 人類去宇宙上火星，搭配宇宙資料中心概念。最美麗的夢。 搭配飛機上都能上網的星鏈。確確實實的科幻小說成真劇情。沒有比這性感的故事了。 ———— 另一方面，最高的ipo估值套最多的人 （nvda 是以6億估值上市的，散戶才有所謂的百倍、千倍的機會），1.7-2t 估值的ipo 散戶能有什麼機會？ 而最低的比例ipo 控最完美的初期盤 。 看看六月space x ipo 走勢能否驗證猜想了。