Perrier, Tao
@PerrierTao
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Programmer! Intrinsic value speculator! Focus of 2025 : { AI (Tesla, Nvidia, Lemonade), Bitcoin, Quantum Computing ($RGTI, $IONQ) }
Singapore
Joined July 2012
Grok bikini trend ruined my X feed , full of porn thing now, while I have a separate account for that only 😜
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$TSLA Q4’2025 EV delivery & Energy Storage data reported just now , how it looks?
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刚刚从武汉搬来新加坡， AI应用领域第一个世界级并购 ， 金沙江的朱啸虎说，AI基本是中国的中国人和美国的中国人之间的较量……果然又被收入了美国囊中… 不过…据说这种级别的初创企业在中国国内多的一批
另外就是，这次被 Meta 公司数十亿美金收购的 Manus 创始人，同时也是比特币持有者。 团队在较早的时候，选择了站队，彻底出海移去新加坡，同时也被曝光，有在东京弄办公室。 甚至拒绝了，各类国资委和中国地方政府的投资。虽然最开始公司、员工、机构，都是中国的。 但到后期已彻底变海外企业。
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@grok list top 5 silver usages and percentage in industrial processes , think hard
@JessePeltan This is not good. Silver is needed in many industrial processes.
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My daughter (Singaporean) said today “China is 50 years ahead of the rest of world” 😅😅 50 years ago China Chinese were still eating tree bark to fill their stomach 📍ChangSha China
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EV Speed Charger in rural village China, $7 charged 310 miles in 40 mins , less busy hour will only cost $3.5 , almost free-“fuel” in China 😅😅 $TSLA $BYD
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Ilya：扩展时代已经结束了，研究的时代已经开始 Ilya Sutskever 大概得有一年多没参加播客访谈了，自从 OpenAI 宫斗离职创办 SSI（Safe Superintelligence）后之后就很少露面了， 最近，他在 Dwarkesh Patel 的播客中进行了一场长达一个半小时的深度对谈。Ilya 毕竟是 Ilya，他不像 Sam Altman
The @ilyasut episode 0:00:00 – Explaining model jaggedness 0:09:39 - Emotions and value functions 0:18:49 – What are we scaling? 0:25:13 – Why humans generalize better than models 0:35:45 – Straight-shotting superintelligence 0:46:47 – SSI’s model will learn from deployment
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在交易里，亏10%-20%其实很正常，回本也只需11%-25%的涨幅，平时认真做做交易，基本就能赚回来。 可一旦亏损超过40%，回本所需的涨幅直接飙升到67%甚至翻倍。这时候，普通的波动已经救不了你，必须得等一波像样的宽幅震荡行情才行。
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Beautiful
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Would you like to live as Warren Buffet for 10 years? Or live as Elon Musk for 3 years
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🔥大摩分析师Adam Jonas：特斯拉已实现自动驾驶！ FSD已足够安全，可在主要城市大规模移除安全员。目前唯一的限制只是特斯拉自身的谨慎，在德州无需额外监管批准！ 若汽车自动驾驶被攻克，等同于解决AI在航空、航海、武器等领域的自主难题！ 🚨FSD年化税前利润已达10亿美元，占公司总利润15%-20%！
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Tesla offers S$5,000 incentive to drive EV adoption in Singapore, launches two new Supercharging stations, wow 🤩
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完全合理啊，100万， 每月99美金， 3个月就是3个亿的样子， FSD的收入是放在财报“服务和其他”里面的， 这一块这个季度35亿了， FSD贡献10%， 说的通
如果12%的take rate确实基于全球特斯拉保有量，那么在北美大概率就至少已经有90-100万Fsd付费用户，大概的有效takerate可能接近30%。飞轮已经转动。 https://t.co/2hZlzlLvFq
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$TSLA Tesla Q3 FY25: • Revenue +12% Y/Y to $28.1B ($1.4B beat). • Gross margin 18% (-2pp Y/Y). • Operating margin 6% (-5pp Y/Y). • Capex -36% Y/Y to $2.2B. • Free cash flow +46% Y/Y to $4.0B. • Non-GAAP EPS $0.50 ($0.06 miss).
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The most powerful rocket ever built launches today. SpaceX Starship Flight 11 lifts off from Starbase, Texas at 6:15 PM CT. 121m tall, 39 engines, 7,500 tons of thrust—3X Saturn V. This is IFT-11, the final Block 2 test before the even larger V3. Mission objectives: 13→5
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Drone footage from above Mount Everest, the highest peak of the world. 📽: DJI https://t.co/U7MxTc8D9j
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