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3月25日周三
2月6日周五
  1. Tesla Optimus50

    Optimus 训练

    AI 生成摘要 · 以原文为准

    引用Dwarkesh Patel@dwarkesh_sp

    .@elonmusk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

2月4日周三
1月21日周三
12月11日周四
12月10日周三
  1. GE Vernova65

    GE Vernova 宣布上调多年期财务展望,并表示随着进入前所未有的重大增长时代,预计 2028 年之后回报将显著提升。公司在 2025 投资者活动上发布该更新,具体数字见其官方链接。

    AI 生成摘要 · 以原文为准

    关注理由:GE Vernova 上调多年期财务展望并预期 2028 年后回报显著提升,为电力设备产业链的需求景气度提供了厂商侧的指引信号。

11月19日周三
11月12日周三
  1. rigetti35

    Rigetti 做客节目,谈及公司推进量子计算能力、迈向量子优势(quantum advantage)的相关工作。 引用推文要点:Rigetti 股价过去一年上涨 2,000%,CEO Subodh Kulkarni 表示“如果你愿意着眼长远、放眼大局,量子计算就是适合你的游戏”,并给出与传统计算机竞争的时间表——约 3-4 年内有望演示量子优势。主推文对此次节目访谈表示感谢。

    AI 生成摘要 · 以原文为准

    引用Money Movers@moneymoverscnbc

    "If you are willing to think long term, if you are willing to think big picture, quantum computing is the game for you." With @rigetti shares up 2,000% in the past year, CEO Subodh Kulkarni lays out his timeline for competing with conventional computers: https://www.cnbc.com/video/2025/11/11/rigetti-computing-ceo-we-are-about-3-4-years-away-from-demonstrating-quantum-advantage.html