AI Agent的N个平行世界

AI Agent的N个平行世界

一个属于Agent的平行经济，正在悄无声息地成形。

185 articles
X Space Record | AI Investment 'Halftime Break': What to Buy in the Second Half? From Computing Power Shovel Sellers to AI Adopters
Guests including Investment TALK and Elio Cui interpret the truth behind the correction, whether the semiconductor hardware story is over, HALO asset revaluation, and opportunities for Chinese open-source models.
大钳子
IOSG: Behind Hermes' Rise, a Web3 Team's Path of Advancement
Hermes Agent topped OpenRouter with a usage of 30.5 trillion tokens, leading OpenClaw and Claude Code by a staggering margin. It doesn't rely on proprietary technology but precisely closes the loop on the 'challenger growth system', building trust through 'delegatability' to become a long-term online personal butler worthy of entrustment.
博闻札记2 authors
Kimi K3: One Week After Launch – Consensus, Divergence, and Trends
Kimi K3 One-Week Real-world Test: Real feedback from 10 developers; visual coding and frontend capabilities excel, but response speed and instruction following still lag. Can domestic large models stand out in the AI competition?
Biteye
WAIC Observation: Crowded Consensus, Huge Bubble
The moat of large models is fragile, and the real money-makers are the upstream 'water sellers' and middlemen.
深潮TechFlow
Understanding eight top AI companies in China and the U.S. and the founders behind the models
There is no single correct answer in AI entrepreneurship. Behind eight companies including Moonshot AI, DeepSeek, and OpenAI are four founder approaches—who will be the ultimate winner?
大钳子
2.8 Trillion Parameters Is Just the Beginning: Kimi K3 Is Pushing the Large Model Competition Toward "AI Creating AI"
On July 16, Moonshot AI officially launched the new generation open-source model Kimi K3. The model has 2.8 trillion parameters, a 1 million token context window, natively supports visual understanding, and adopts technologies such as Kimi Delta Attention and Attention Residuals.
CryptoPulse
Investment Barometer in the AI Era: Variant's 10 Core Assumptions
Variant Fund raised $222 million, published ten investment assumptions: AI Agents will dominate traffic, computing power shortage persists, open-source role increases, multi-model systems become default.
Variant
AI adoption enters the engineering era, new opportunities and challenges for mega CSPs, a new system of criteria for evaluating AI commercialization progress
Enterprises no longer pursue a single strongest model, but instead build "composite AI systems" composed of multiple models and modules. Against this backdrop, mega cloud service providers (CSPs) are evolving into "AI operating systems", capturing full-stack value by controlling data, security, routing, and computing power.
qinbafrank
Decoding Zhipu AI's Internal Letter: The Great Wave Has Arrived, Prioritizing Research Over Monetization After Listing, Betting on the Most 'Money-Burning' AGI Lonely Path
The internal letter 'The Great Wave Has Arrived' issued by Zhipu AI founder Tang Jie against the backdrop of the company's stock price volatility and the lifting of restricted shares. The article points out that Zhipu AI did not rush to monetize after listing, but chose to continue betting on four major cash-burning directions: long-range tasks, autonomous agents, self-training, and safety governance.
KK.aWSB
The Shovel Seller in the AI Cold War: A New Arms Race Beyond the Moon Landing, 'Money into Taiwan Stocks' Second Act Just Beginning
The AI Cold War repeats the space race; TSMC becomes the global arsenal; Taiwan stock market's market capitalization jumps to fifth in the world. Supply chain orders are lined up until 2028, and a generational wealth redistribution is spreading from leading stocks to small and medium-sized targets.
168X
AI Semiconductor 'Era of Easy Money' Ends: Beware of the Unfolding 'Ghost Stories'
AI semiconductors enter 'hard mode', Big Teacher breaks down SK Hynix ADR, Meta selling computing power, and Rubin mass production bottlenecks; how to survive the high-volatility shakeout?
168X
Is stock trading along the AI main line still 'easy mode'?
In 2026, AI stock investing shifts from easy mode to hard mode. Blindly buying Nvidia no longer works. Three signals reveal the market has changed—how can ordinary investors survive in this new environment? This article avoids jargon, explaining principles and strategies in plain language.
KK.aWSB
Memory Cycle Peaking? Take This 'Fundamental Mental Massage' from Bank of America
From Meta's external cloud services, Changxin's potential entry into Apple's supply chain, and South Korea's production expansion, to DRAM/NAND prices and cloud capital expenditure, the industry's demand and capacity release rhythm has not seen a substantial reversal.
MSX 研究院
SemiAnalysis: Nvidia Is Leveraging Its AA Credit Rating to Roll a $7 Trillion Debt Snowball
Nvidia's 'Backstop Plan' revealed, AI debt may exceed $7 trillion by 2029, SemiAnalysis deep dive into GPU financing dilemma and Nvidia's central bank role.
华尔街见闻2 authors
The Eve of AI Consciousness? Anthropic Finds a 'Dark Room' in Claude's Brain
Anthropic research reveals a hidden 'J-space' emerging in Claude's brain, a global workspace similar to human conscious access. The model silently thinks, reasons, self-criticizes, and can even determine whether it is being tested.
数字生命卡兹克
July US Stock Market Scenario: AI Trading Enters a 'Gear Shift Period', from Aggregate Frenzy to ROI Test
The S&P 500 is likely to fluctuate at high levels, while the Nasdaq and semiconductors experience significantly amplified volatility. The real watershed is the June CPI on July 14, followed by the start of Q2 earnings reports and the FOMC meeting at the end of the month.
qinbafrank
2026-2028 AI Hardware Investment Guide: From Electronic Cloth Deadlock to Glass Substrates and CPO Sequential Leap
An overview of the power dynamics and core investment targets across the chain in China, the US, Japan, and South Korea.
animajoe
Meta Burns 60 Trillion Tokens in 30 Days: AI Arms Race Is Devouring Tech Giants' Profit Statements
Meta internally exposes 'Claudeonomics' ranking, 85,000 employees consume 60 trillion tokens in 30 days, cost could reach $900 million. AI spending becomes new capital expenditure, token consumption becomes an operating indicator, capital market focuses on ROI.
CryptoPulse
South Korea's AI Great Leap Forward
Samsung and SK Hynix are making a nationwide bet on semiconductors, pledging to invest 4,800 trillion won over ten years. From the Miracle on the Han River to the 1997 crisis, the successes and failures of the state-led model are playing out again. Can this high-stakes gamble avoid the lessons of history?
PA荐读
When Meta Prepares to Peddle Computing Power, Is the 'Ghost Story' of the AI Bull Market Coming?
My AI hasn't even broken even yet — is the computing power of the giants really already in surplus?
MSX 研究院