Seedance2.0证明了，当一个模型跑通了，真能干掉一整个行业。 只是半年时间，真人短剧行业失业率98%。而AI短剧爆增22万部，预估市场经济规模110亿，主要收益集中在算力和模型方，更多的普通人也只是跟着喝到一点残汤。 一点感悟：AI只是让普通人之间技术平权，但阶级之间的差距反而是加速拉大。

Why do you think Chinese labs only got there by distilling alone and lack all other methods? Did you know the top researchers in Chinese labs went to the same top university with similar GPAs as the top researchers in OpenAI/anthropic, which are mostly Chinese as well?

高清视频显示，中国长征十号乙运载火箭，本次海上回收精准度和调整干预，极为平滑。 该火箭采用两级串联光杆构型，芯级直径 5 米，全长约 70 米，其为大型液体运载火箭，运力指标与 SpaceX 猎鹰 9 号处于同一区间。 新轮太空竞赛，可能要正式开启了。

Some thoughts I’ve been having recently: Could DeepSeek and Zhipu considering their own chips imply that China’s HBM self-sufficiency has already reached a certain level, or is at least on track to get there? Also, is the EDA moat already starting to collapse? OpenAI reportedly completed Jalapeño in just nine months using its own in-house AI chip design tools. Is it really plausible that Chinese labs don’t have something similar? In fact, there are claims that the chip design tools developed by Chinese labs may be even more practical in real-world use than OpenAI’s. The fact that OpenAI is specifically launching GPT-5.6 inference on Cerebras makes me think they may see more demand for ultra-fast inference than people realize. Jensen has described markets like Cerebras as niche, but OpenAI’s move seems to suggest otherwise. Broadcom is a great company, but I think Hock Tan may be downplaying MediaTek too aggressively. He says MediaTek’s TPU has been delayed, but wasn’t Broadcom’s own TPU also delayed in some areas? Amazon’s 20% GPU price increase is not because of memory. It is because of rising demand. I also have doubts about whether Broadcom can continue to defend its high margins. MediaTek’s TPU margin is around 35%, while Broadcom’s is around 65%. Broadcom may be able to maintain high margins for the first couple of years as it wins new customers like Anthropic, but won’t margins eventually trend lower as competition intensifies? Morgan Stanley updated its TPU / AMD GPU shipment estimates, but personally, I do not understand how MS is arriving at this scale for AMD GPU shipments. Morgan Stanley now models AMD shipping 2.4 million GPUs this year and 2.7 million next year.

China planted forests are expanding their leaf area 66 percent faster than comparable natural woodlands. For almost five decades the country has pursued the Great Green Wall one of the largest reforestation efforts on Earth. This vast tree belt along the margins of the Gobi and Taklamakan deserts aims to combat desertification and stabilize the environment. A recent study using satellite data reveals that these planted areas exhibit distinct growth patterns compared to undisturbed forests. The managed plantations have shown leaf area increases approximately 66 percent quicker than nearby natural stands. Younger trees inherently grow more rapidly and human oversight contributes to this acceleration. After adjusting for age and site conditions the planted forests still outperformed natural ones by about 4.6 percent. Researchers suspect enhanced sensitivity to rising atmospheric carbon dioxide levels may play a role though the precise mechanisms require further investigation. These insights could refine models of forest carbon sequestration capacity. The advantage however is temporary. Growth benefits tend to peak when trees reach 30 to 40 years of age and then decline. While natural forests develop more gradually they sustain carbon storage over longer periods and harbor significantly higher biodiversity. Planting initiatives therefore offer valuable short term carbon capture but cannot substitute for the conservation of mature ecosystems. The Great Green Wall has raised regional forest cover from roughly 5 percent in 1978 to 14 percent in 2023. It has diminished dust storms and enhanced local air quality. The project continues to provide important data on forest responses to climate shifts and human intervention.

Every few weeks Anthropic releases the stupidest nonsense ever to trick normies into thinking LLMs are sentient And every time the media cycle goes nuts with it. It’s always literally just a well known and understood mechanism of ai, described in anthropomorphic terms, with the concept of “Wow we are surprised to see this..! What could it mean?” [they’re not surprised, they’re lying to you intentionally] I am extremely concerned as to what their end game is here. Why is Dario so desperate to convince you these machines are alive.

"日本の電車で電話をしてて注意されても辞めない中国人。 繰返すが中国人にとって日本はモラルやマナーがしっかりして民度が高いから居心地が悪いと思う。 だから中国人が日本にいると日本の価値が下がります。"

昨今の欧州の熱波聞くと、「東南アジアやインドなど亜熱帯から熱帯気候の国の住民たちは、かつてヨーロッパ人から怠け者の劣った民族だという差別的な見方をされていたが、それは単に気候の問題で、実際エアコンの普及によってこれらの国の生産性が劇的に向上した」という話を思い出す。誰の発言だっけ。TEDか何かで聞いたような。