Soupman @pythonspamo
Joined August 2022-
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Soupman retweeted
红杉的合伙人 Konstantine 刚公开了一段分享「万亿的AI革命：为何它比工业革命更宏大」，其中有五个他们观察到的AI领域正涌现出的明确趋势： - 工作模式从追求“确定性”转向拥抱“高杠杆”； - 价值衡量从学术基准转向真实世界； - 强化学习技术走向应用中心； - AI 开始渗透到物理世界； -…
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Soupman retweeted
中推现状：炒币、键政、色情
Soupman retweeted
下午在车上读了一篇文章叫<Market Prices Are Not Probabilities>，挺受启发的，对于目前预测市场的主流论断进行了反驳，简单写下我的读后感。 目前预测市场乃至于 InfoFi 的核心观点是，一个具有充分流动性的订单簿上面的价格，是能比民调更能反应人群对于某事件的信念强度的。 这个 Infofi thesis…
Soupman retweeted
假设标普500年化波动率 σ≈20%，年化收益率 μ≈8%。 从凯利公式（Kelly Criterion）角度，最佳杠杆倍数 ≈ μ / σ² ≈ 8% / (20%²) = 2。 这也是为什么像 风险平价基金 (Risk Parity)、常见的杠杆ETF（如2x S&P500）常用 2倍杠杆，而不是10倍、20倍。 那比特币呢？ 比特币的历史参数（近10年）…
Soupman retweeted
诺贝尔经济学奖
Soupman retweeted
A New Industrial Revolution Nvidia 定义的新工业革命 #GTC2024 100万亿美金的市场规模 GenAI 驱动 加速计算支撑 Nvidia 如何拥抱这次革命呢？ 1、提供算力平台 Blackwell Platform 最强 GPU 组成的算力中心 2、提供推理微服务架构 NIMs - CUDA 之上的 NeMo 推理 Microservices 加速应用构建…
Soupman retweeted
同样是《基本法》第23条的立法咨询，相隔21年后香港的社会气氛和舆论有强烈的反差。 2003年，香港政府曾尝试推动有关维护国家安全的《基本法》第23条立法，引发了数十万人上街抗议，是香港主权移交以来最大规模的游行。…
Soupman retweeted
This year investors in Chinese stocks have been on a hair-raising ride. Far from embracing the need for broad change, Xi Jinping is making things worse econ.st/4bvWYMN
Soupman retweeted
全中文翻译版，值得一看，关于中国的非法移民通过抖音的视频学习走线到美国，有大量高教育中国人的到来，我还蛮看好美国的未来的，因为目前大量的中国企业为了避免中美冲突，开始大规模进驻美国制造业市场。 🚪…
Soupman retweeted
Reverse repo $1.731TN, injects $85BN in liquidity
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