Latest posts from @Kay2289123 on X (Twitter)
来自硅谷的投研团队
成员来自斯坦福、沃顿商学院
懂技术的投资者，懂投资的工程师
致力于让模型更聪明、更快、更便宜
What they post about
The account focuses on insights related to AI training and inference, highlighting developments in the tech industry, particularly in Silicon Valley. It discusses investment strategies within the tech sector, analyzing market trends and stock performance of companies like Marvell and Micron. The account also delves into the significance of token consumption in AI and the evolving landscape of AI hardware. Overall, it offers a professional perspective on navigating market dynamics and investment opportunities.
Recent posts
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Musk Warns Power Supply Could Constrain AI Growth
A post recounts Elon Musk’s prediction that, by the end of 2026, AI chip production could outpace the electricity available to run the chips. It argues that access to power, rather than chip supply alone, may determine who leads the AI race.
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Investor Urges Independent Research Before Making Decisions
Responding to another user, the writer cautions against following investment opinions blindly. They recommend reading the original interview, thinking independently and taking responsibility for personal financial choices.
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Investor Favors Phased Purchases Over an All-In Bet
The writer acknowledges that investment risks are unavoidable and outcomes uncertain. Rather than commit all their money at once, they say they have planned to make concentrated purchases in stages.
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Commenter Praises a Reasoned Assessment
In a brief reply, the writer agrees with another user’s view and describes it as a rational judgment. The post provides no further details about the issue under discussion.
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Post Claims Tiny Model Edit Boosted Math Performance
A post attributes to an MIT doctoral researcher a claim that GPT-6 improved a smaller Qwen model’s mathematical ability sixfold by changing just 0.01% of its neurons. It likens the approach to precise neural surgery, though the post provides no evidence to verify the result.
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