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。

177 articles
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
Broadcom and Marvell are taking over the underlying narrative of AI data centers
Broadcom is ASIC, Marvell is optical interconnect.
戈多Godot
AI Token Going Global: Three Paths to Sell China's Computing Power to the World
Not issuing coins, not trading coins, but turning AI capabilities into a measurable and settleable global service.
曼昆区块链
Token不经济
微软收回Claude Code许可引发思考：AI编程工具Token消耗暴涨但产出不佳，“Token不经济”现象蔓延，模型定价策略与智能体隐性消耗成关键痛点。
PA荐读
GPT-5.6 has arrived: How Sol, Terra, Luna are opening a new phase of AI products?
This article will analyze the technical logic and business implications behind GPT-5.6 from multiple dimensions including product strategy, model positioning, Agent capabilities, reasoning upgrades, enterprise costs, AI safety governance, and future competitive landscape, exploring how OpenAI transforms from a model company to an AI infrastructure platform, and how this change will affect the development direction of future AI products.
137Labs
From Leopold to White-Haired Stock God, AI Stock Gods Are All Using the Same Framework to Make Big Money
Leopold, White-Haired Stock God, and Lip-Bu Tan use the same framework to bet on nine bottlenecks in AI hardware: electricity, optical interconnects, HBM, EDA, etc. When will the supply-demand imbalance reverse?
哔哔News
Chinese air conditioners sell explosively in Europe, foreigners so desperate they use AI to snatch goods from scalpers
AI agents entering the real world might not start with grand narratives, but with a sold-out air conditioner.
PA观察
当几十亿人开始习惯用语音操作一切，“全资产上链”还有多远？
你可能觉得这不过又是一个聊天机器人。但如果我们把视角拉远，这件事的意义远比表面看起来更大——它可能是互联网从”全民上网”走向”全资产上链”这一宏大叙事中，最关键的一块拼图。
EX.IO
Will the next alpha in the AI ​​bull market be found in CPO, MLCC, memory, or TSMC vs Intel?
AI stocks experienced a sharp sell-off, with crowded trading and deleveraging triggering a deep correction in the semiconductor sector. Memory and MLCC giants followed suit with price increases, and a supercycle and a long squeeze played out simultaneously. This in-depth analysis of the SemiAnalysis CPO controversy, Micron's earnings risks, and its FOMC debut reveals that semiconductors remain the only AI play in the public market, providing a comprehensive analysis of supply and demand bottlenecks, valuation logic, and the right time to buy.
168X