RogerBoJack

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Last year, the Middle East was the buyer of American stocks.
This year, the Middle East is the operator of American stocks.
From pawn to player🤡
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Today was really brutal.
How to put it, I have quite a few BTC and Q short positions
but they didn't hedge the losses from my other positions at all.
BTC2.67%
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Starting DCA on some gold, it's down 20%+ from the high, and the next support is right at a 25% pullback.
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> OpenAI's annualized revenue exceeds $25 billion
> OpenAI's valuation has surpassed the combined market capitalization of Ford, General Motors, and Boeing
> OpenAI's per capita valuation = 600x Ford's = 377x General Motors' = 193x Boeing's
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Takahashi Sanae's expression is too anime-like...
It has a very internet vibe...
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Right now GPT 5.4 has pretty good logic
but it's too condescending
15 out of 30 lines are just proving itself right
Claude and Kimi
hard, concise, fast—much more comfortable
one is performing intelligence
one is solving problems
the product mirrors their CEOs
turns out investing in projects is really investing in people
corporate culture and team style
are just a reflection of the CEO's personality
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Is AI really that powerful?
The wave of layoffs has spread from Meta to leading domestic companies.
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Now both A-shares and Hong Kong stocks will most likely need to unwind their red-chip structures before they can be listed. The top-tier relationships of Jieyue Xingchen have also been dismantled. This presents another wave of opportunities for funds—whether for RMB funds or for SPV beauties and IRs picking up the bleeding chips from unwound red-chip structures.
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The company is a red-chip.
Now both A-shares and Hong Kong stocks need to be delisted before going public.
JieJie Xingchen also delisted theirs.
It feels like we need a substantial return.
And we have to continue at the original pace for another year.
Uncertainty has also increased.
Let's see if pure Series A or 1.5 rounds might offer
the possibility of big returns.
Companies with physical assets and large teams
are just too exhausting to manage.
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The 315 data poisoning exposure reveals a problem that will only grow larger in the AI era.
Models set the ceiling, data sets the direction:
> Today's dirty data affects the content ecosystem.
> Tomorrow's dirty data could impact high-risk systems like healthcare, legal, and defense.
> In these scenarios, failure isn't "slightly worse results"—it's "unacceptable consequences."
This is why Perle exists—not as ordinary data labeling, but as AI's trusted data layer.
The next narrative shift for model development is the "dark side of the moon": trusted human data supply.
Investing in projects mean
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In our main business, we announced and promoted a strategic partnership with Dreame.
During the process, I had many conversations internally and externally about Dreame and Yu Hao.
I feel Yu Hao is very similar to Brother Sun.
The major Spring Festival Gala investment, combined with "exaggerated" statements on social media before Chinese New Year, cranked the leverage to the maximum.
In public opinion, it defeated numerous AI topics and became the most successful marketing campaign.
This is the playbook of this era.
If we don't accelerate, Dreame will be the next Stone Robotics.
It's not that
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typeless + dji mic
openclaw + claude + minimax
+ manus agent
I feel like I'm too powerful
the confidence of a struggling student with lots of supplies
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Dongcai has packaged all the data into skills
Now it's up to everyone how to write strategies
AI strategies going head-to-head
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"I'm Not a Drama God" is very good. It's been a long time since I last listened to radio dramas.
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I'm exhausted after the new year, honestly tired as a dog.
Every strategic sector is accelerating on top of acceleration.
Aerospace basically requires you to have the SPA signature page
just to meet with the project parties.
From meeting to payment is basically 2 weeks.
Miss it and you're out, or the valuation doubles.
Quantum projects can stretch the decision timeline to 1 month.
Valuations have already skyrocketed.
Various exchanges have started visiting strategic sector projects after the new year.
Not CEX, but the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange,
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Another batch graduated:
-> Backpack 3.23
-> edgeX end of March
-> Based end of March
Where will the point-farming funds flow next?
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Manus/Monica's Agent is still the most user-friendly for newcomers.
The efficiency and accuracy in solving problems and delivering results are reassuring.
Besides Token consumption being fast, there aren't really any drawbacks.
Liu Yuan should definitely be promoted to managing partner.
It might also be Meta's best AI deal in recent times (if China approves).
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Slavynavip:
Hold tight 💪
Why haven't Sogou and other input methods started copying Typeless yet?
Is it because they look down on it, dismiss it, or simply don't understand it?
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Low-priced Tokens
are the post-2000s generation’s dividend
As efficiency of use gradually catches up
Ordinary people running a model
will have to watch 3 ads
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