888 X 動態摘要｜05/29

生成時間: 2026-05-29 06:28:27

總結

AI領袖動態揭示核心算力優化、區塊鏈與AI融合的新商業模式、去中心化基建潛力及AI社會化投資策略。

今日重點

1. AI硬體最佳化與區塊鏈整合

• 人物: Vitalik Buterin (以太坊創始人)
• 時間: May 27
• 熱度: 👀 314,931
• 觀察: 探討AI模型（如Deepseek v4）在不同硬體（Apple vs AMD）上的效能差異，以及將零知識證明（ZK）用於遠端LLM付費呼叫和以太坊隱私RPC讀取，並強調針對特定領域（如Lean code）的微調LLM對安全性的提升。
• 意義: 揭示AI模型部署的實際硬體挑戰與商業化瓶頸，並指出區塊鏈技術如何為AI服務（如付費呼叫、隱私保護）提供信任和效率，同時強化代碼安全性，具備創新商業模式和技術融合的潛力。

2. AI推理棧底層優化

• 人物: Elon Musk (xAI 創始人)
• 時間: 5h
• 熱度: 👀 648,955
• 觀察: xAI將使用C語言開發推理棧，以實現GB300系列晶片塊上的高速強化學習。
• 意義: 顯示xAI在AI基礎設施上的深度技術投資，聚焦於底層優化以榨取最大硬體效能，這對未來大規模AI模型的高效部署和商業競爭力至關重要，預示著對先進算力與軟體優化的極致追求。

3. 地緣政治變局與加密秩序

• 人物: Balaji Srinivasan (前Coinbase CTO)
• 時間: May 27
• 熱度: 👀 162,557
• 觀察: 提出美國帝國式微，各國將尋求新安全保障，數位世界則可能轉向加密技術保護的「基於代碼的秩序」來維護規則。
• 意義: 提供對全球秩序演變的宏觀視角，預示加密貨幣和區塊鏈技術可能在超越金融領域，成為後美國時代數位安全與治理的基礎，對加密資產的長期價值和應用場景有深遠啟示。

4. 去中心化算力基礎設施

• 人物: Balaji Srinivasan (前Coinbase CTO)
• 時間: May 26
• 熱度: 👀 27,954
• 觀察: 探討資料中心可模組化建設，並預測未來由「網際網路社群」甚至「圍繞代幣組織」的社群，而非傳統公司，來協調和投入資本建設大規模算力基礎設施。
• 意義: 挑戰傳統大型科技公司在算力基礎設施領域的主導地位，提出一種利用去中心化協調和資本（如透過代幣）來建設和擁有算力資源的新模式，可能重塑雲端運算和AI算力的投資格局。

5. 廣泛共享AI繁榮的承諾

• 人物: Sam Altman (OpenAI CEO)
• 時間: May 27
• 熱度: 👀 397,256
• 觀察: OpenAI基金會承諾投入2.5億美元，用於衡量AI影響、提供過渡支持及探索廣泛共享AI繁榮的新方法。
• 意義: 反映OpenAI在AI發展中對社會責任和公平性分配的戰略重視，這項大規模投入不僅影響AI倫理和治理方向，也可能催生相關的技術標準、政策法規以及新的社會福利或商業模式，對AI產業的長期發展至關重要。

原始動態

重點 | Vitalik Buterin

• 時間: May 27
• 熱度: 👀 314,931
• 原文: "Updates since then: * Deepseek v4 is out. There is a 2-bit quant that can run within 90 GB (" ), and it works, however it's only fast on Apple hardware (I've head ~35 tok/s). On AMD, it's ~7 tok/s. IMO actually taking the effort to properly support more than one hardware manufacturer is a great example of the difference between mere "decentralized AI" and genuine "CROPS AI". I hope we can become better at this. * also has alpha telegram support now. However, the path to adding your account is quite janky * looks promising as a way to run "dense" models (eg. Qwen 27B) more efficiently. It's janky, but on my 5090 laptop it seems to be ~2x more tok/s than llama.cpp * VoxTerm (local AI recording, no third-party servers) continues to be developed "And there's a lot more projects coming on the horizon. One other thing that has been on my mind is that there's actually a lot of intersection between \"CROPS ethereum access layer\" and \"CROPS AI\". For example, we want a ZK way to make (paid) calls to remote LLMs. But if we have this, then it's just as useful for solving another problem: private RPC reads in Ethereum. Another example: application-specific finetuned LLMs. Leanstral (" ; I get ~38 tok/s on AMD) fits into < 70 GB, but can hold its own against 1T models on writing Lean code. Things like this are a huge boon for writing more secure code ( ). We should have models finetuned for Ethereum-related use cases as well. huggingface.co

其他 | Elon Musk

• 時間: 1h
• 熱度: 👀 6,752,151
• 原文: Cybercab driving itself out of the GigaTexas factory

重點 | Balaji Srinivasan

• 時間: May 27
• 熱度: 👀 162,557
• 原文: (1) Most countries do not actually have a military. Instead, most countries outsource their security to the US (most common), to Russia (like Belarus), or to China (like North Korea, partially). Iran is unusual in that they're going it largely alone. They're also unusual in that they actually appear to be winning. And if Iran does manage to drive the US out of not just Afghanistan and Iraq, but the entire Middle East, they'll have unfortunately undermined the idea that America can or will provide any security guarantees at all. (2) So, with the withdrawal of the American Empire, every country is going to need a new military. Some countries will "build their own." The ones most likely to go nuclear are Japan and Turkey. Maybe also Germany, South Korea, Australia, Brazil, and Poland. They'll do so both for defense and to guarantee an energy supply now that Hormuz isn't stable. Thus, the Iran war will unfortunately obviate non-proliferation. Most other countries will not build their own militaries. They'll simply do what's necessary to align with the new regional hegemon. That new hegemon will likely be China in East and Southeast Asia, Russia in North Asia and Eastern Europe, and Iran in West Asia. India has a tough situation in South Asia due to Pakistan. MAGA America will probably refocus on Latin America. And Newsom's Democrats will likely align with China, as Carney's Canadians have already done. (3) But what about every group in the world that's not running a country? What about every company and community? They'll need to think about a world where the US military has withdrawn, and isn't there for them. Is there any way to preserve something that looks like the rules-based order without the former guarantor of those rules? (a) In the physical world, these companies and communities will have to find a country that has either built their own security, as described above, or is aligned with one that has. And abide by whatever new rules they set. From the standpoint purely of tech, dozens of countries are now surprisingly permissive, opening up new special economic zones and digital nomad visas. (b) In the digital world, a partial answer is the code-based order, protected by encryption rather than weapons. Like the handoff from the British to the Americans, can we hand some of what America did off to the Internet? Crypto is furthest along here. The anti-government strain within American libertarianism, the Ron Paul strain that says you can't trust the government, well...crypto simply applies that to all of the US government, including the parts run by Republicans, including the dollar that backs the US military. Crypto does not trust the plan. After all, the US has >$175T in compounding debt, and it's financially going to zero, economically doomed just like the USSR, albeit from Keynesianism rather than Communism. Elon is our best guy and couldn't fix it with DOGE. As he said, he did his best. (4) The closest modern analog to the end of the US empire may be the end of the USSR's empire. Just like the Soviet Union became Russia, the USA is becoming America. Troops are being pulled back from around the world, it's becoming a "republic, not an empire", and everyone has to figure it out for themselves. Now, many wars did erupt in the aftermath of Soviet withdrawal, like Chechnya and the Tajikistani civil war. But it's not like every single place fell into war. Estonia didn't, Poland didn't. The Czechs and Slovaks had the Velvet Divorce. Countries long under the Soviets worked out local security arrangements between themselves. That's what's happening now as the American Empire withdraws from the world. Everyone is figuring it out for themselves. IN SUMMARY (a) You're correct that a country needs a military, but the world is losing the US military, so they'll build their own or align with a country that has one. (b) You're correct that the US military historically protected the rules-based order, but in many ways it's abandoning that order, while much of Eurasia is actually going further in the direction of free trade, and the Internet is exporting global rule-of-law via rule-of-code. (c) You're correct that US military withdrawal will likely result in chaos in parts of the world, like the USSR's military withdrawal did, but I don't think it results in chaos in all of the world, anymore than the USSR's withdrawal did. (d) Don't take it from me, though. The 2025 US National Security Strategy said that elites "overestimated America's ability" and that "permanent American domination of the entire world" is not in the best interests of the US. In other words, they've already announced that the world is multipolar, that the unipolar moment is over, that US will no longer pay any price and bear any burdern. So everyone will need to figure out security after the American empire leaves, just as they had to figure out local security arrangements after the British, French, and Soviet empires left.

重點 | Sam Altman

• 時間: May 27
• 熱度: 👀 397,256
• 原文: AI should dramatically increase quality of life and individual freedoms for people around the world. The OpenAI Foundation is making an initial $250M commitment to measurement, transition support, and new approaches to broadly shared prosperity. openaifoundation.org

重點 | Elon Musk

• 時間: 5h
• 熱度: 👀 648,955
• 原文: Next will be writing the inference stack in C for simultaneous high-speed RL across a large block of GB300s. (We do use a little C++ tbh, but not much)

其他 | Demis Hassabis

• 時間: 15h
• 熱度: 👀 540,943
• 原文: Another major problem, this time in additive combinatorics, has fallen, this time to humans rather than AI, but using methods related to the AI solution to the unit distance conjecture.

其他 | Elon Musk

• 時間: 2h
• 熱度: 👀 305,965
• 原文: Note, I am posted this to encourage those who enjoy getting incredible performance out of hardware to join SpaceX

其他 | Ray Dalio

• 時間: 8h
• 熱度: 👀 35,970
• 原文: If you don't mind being wrong on the way to being right you'll learn a lot--and increase your effectiveness. But if you can't tolerate being wrong, you won't grow, you'll make yourself and everyone around you miserable, and your work environment will be marked by petty backbiting and malevolent barbs rather than by a healthy, honest search for truth.

其他 | Sam Altman

• 時間: May 26
• 熱度: 👀 635,553
• 原文: Supersonic. Mach 1.21. Quarterhorse Mk 2.1 is now the world’s first privately developed, unmanned supersonic jet and the fastest unmanned aircraft flying today. This flight makes Hermeus the fastest company in aviation history to go from founding to supersonic flight - exactly 364 days after the maiden flight of our first aircraft. Now, we fly faster. A special thanks to ", Director" ", Maj. Gen. Joe \"Solo\" Kunkel, and Deputy Director Kyle Norman."

重點 | Balaji Srinivasan

• 時間: May 26
• 熱度: 👀 27,954
• 原文: By the way, where is that Meta data center? Note that location doesn't really matter. You could start with any suitable green lawn with reasonable power costs, and then print out the datacenter from a blueprint. What mattered was the cloud community that had the will and capital to print out that datacenter. Today that cloud community is Meta, a tech giant. However, coordination costs are rapidly falling. So tomorrow it could be an internet community, perhaps organized around a coin, that isn't a traditional company at all. But if you're curious...the location was Ohio. Which means you can print out the Internet in Middle America too, if you want to.

其他 | Nassim Taleb

• 時間: 3h
• 熱度: 👀 39,590
• 原文: People starting to get the point. It's so obvious.

其他 | Huanusa

• 時間: 8h
• 熱度: 👀 28,339
• 原文: 昨日直接爆火的《如何说一口流利英语完整课程》 播放量已经冲到500万！ 被无数人封为口语课程天花板！ 学英语最笨的方法就是死记硬背，背完还是不会说。 这套30分钟课程核心只教一件事： 用英语思考的思维方式 学会之后，你再说口语会直接事半功倍， 真正敢开口、能交流！ 强烈建议马上收藏反复看

其他 | Huanusa

• 時間: 20h
• 熱度: 👀 14,548
• 原文: 野心大到爆炸，却执行力为零？ 不是懒，是认知低！ 99%的人一辈子翻不了身，不是因为没梦想， 而是压根没看清底层逻辑。 真正的差距，从来不是努力程度，而是认知高度。 看懂的人执行力自然拉满，看不懂的人永远在原地内耗。 这才是最残酷的真相

其他 | Ray Dalio

• 時間: May 25
• 熱度: 👀 59,124
• 原文: Memorial Day leads me to 1) have a great time with family and friends, barbecuing, and listening to good music, 2) reflect on wars in general and those who lost their lives to protect us and our system, and 3) reflect on our country's principles. I am deeply grateful to those who lost their lives or were harmed in the service of protecting our ability to live in our unique way that is a function of our unique principles. I try to remind myself what those principles are that we have fought and are fighting for—democracy, free speech, equal opportunity, being the land of the free and home of the brave, etc. That leads me to wonder whether (and doubt that) most Americans could now agree on the principles that bind them and are worth fighting and dying for. Frankly, I am having a tough time reconciling what is now happening with what I grew up learning mattered most and what brought about true American exceptionalism—values that included equal opportunity, rule of law, freedom of speech, diversity of thinking, democracy, openness to good immigration, etc. I really think that we could use a clarification of—perhaps even a referendum about—what our principles are and then what KPIs and surveys can show how we're doing living up to them. Memorial Day also leads me to reflect on the wars that have occurred repeatedly throughout history in all countries at a scale that, thankfully, few of us living have experienced. While, thanks to the heroic efforts of those who protect us, these major conflicts haven’t happened to most of us in our lifetimes, an objective observer would have to wonder whether such a conflict could happen to us or our children or our grandchildren, which reminds me that we need to focus on principles and ways of operating that will help us avoid such fights. Then I reflect on all this reflecting I'm doing—and how it’s taking my attention as away from my Memorial Day barbecuing picnic with friends and family which reminds me that I need to prioritize better. Cheers!

其他 | Ray Dalio

• 時間: May 26
• 熱度: 👀 53,636
• 原文: "The answer doesn't have to be in your head; you can look outside yourself. If you're truly looking at things objectively, you must recognize that the probability of you always having the best answer is small and that, even if you have it, you can't be confident that you do before others test you. So it is invaluable to know what you don't know. Ask yourself: Am I seeing this just through my own eyes? If so, then you should know that you're terribly handicapped."

其他 | Thomas Wolf

• 時間: May 26
• 熱度: 👀 8,831
• 原文: The Carbon tech report is now on bioRxiv. It provides a detailed recipe for training fully open and efficient DNA models - enjoy!

其他 | Huanusa

• 時間: 8h
• 熱度: 👀 4,225
• 原文: 未来10年，普通人能抓住的9大风口赛道来了！ 别再卷内卷了，真正能跑出来的机会，已经悄悄换赛道了！ 建议你现在就干这三件事： 选一个你有基础或愿意深学的风口（最重要！） 死嗑一个内容平台（小红书、视频号、抖音、知乎随便挑一个，做到极致） 搭建可持续变现模型：信息差 + 情绪价值 + 信任通道，三者结合 做对了这三件事，普通人也能在下一个10年实现阶层跃迁。 整理了全网100+高质量网赚教程典藏版（覆盖上面大部分赛道实操）， 直接打包给你： 先收藏！以后慢慢研究，边看边干

其他 | Huanusa

• 時間: 7h
• 熱度: 👀 2,775
• 原文: 昨天跟朋友喝茶， 聊到一个最近圈子里偷偷疯传的搞钱路子 听完我直接大为震惊…… 主角是个女老师 别人还在卷传统出海，她直接把老祖宗的国学+玄学包装成印钞机，在欧美富人圈杀疯了。 硅谷科技新贵、比弗利山庄阔太太们，物质极度丰裕，精神却极度空虚。 她就用一个缓缓旋转的太极八卦图 + 古琴音乐做广告，老外瞬间上头，觉得这东方神秘学比塔罗牌高级一万倍。 流程简单到离谱： 1、老外付99美元，留下出生年月日 2、她把信息扔进国内免费排盘网站 3、AI用“东方高僧”口吻，翻译成充满宇宙能量、禅意爆棚的英文报告 4、塞进水墨青花瓷模板的精美PDF，5分钟搞定 一份报告卖99美金，零边际成本。 更狠的是后端： 报告里说缺水缺木， 就顺势卖199美元的黑曜石转运珠（义乌10块钱批发）； 遇到顶级富豪，直接上999美元的跨国远程祈福仪式。 纯情绪价值+知识产权变现，没有货源、没有清关风险。 这就是信息差+文化差+AI的完美结合。 老外觉得找到了失落千年的东方智慧，我们这边5分钟出一单。 你敢信这才是2026年最隐秘却最暴利的赛道之一吗？ 发现没有最近X上很多大师都在投广告...

其他 | Nassim Taleb

• 時間: May 27
• 熱度: 👀 3,567,578
• 原文: The world’s most dishonorable army.

其他 | Balaji Srinivasan

• 時間: May 26
• 熱度: 👀 391,664
• 原文: You should read this just to understand how silly these tech guys are when it comes to politics. Balaji thinks that if shit hits the fan in the USA, tech people can save themselves by fleeing to…the internet.

其他 | Vitalik Buterin

• 時間: May 27
• 熱度: 👀 156,935
• 原文: In an ideal world all software and hardware would have "nutrition labels" that provide a full list of trust dependencies - what math and which actors' honest behavior (and on what time scale) the system is relying on to provide its core functionality and implied guarantees.

其他 | Balaji Srinivasan

• 時間: May 26
• 熱度: 👀 130,454
• 原文: "Far left: we need to tear down the system Center left: we need a system Center right: we need positive-sum games Far right: we need to win zero-sum games

其他 | Peter Steinberger

• 時間: 8h
• 熱度: 👀 59,248
• 原文: "We made our OpenClaw release evidence repo public. Every release now has durable CI, performance, memory, install, and validation evidence you can inspect directly. Example from 2026.5.27:"

其他 | Eric Topol

• 時間: 9h
• 熱度: 👀 15,902
• 原文: Nature-based interventions are good for your health. A new systematic assessment (and they are free)

其他 | Eric Topol

• 時間: 6h
• 熱度: 👀 5,224
• 原文: These findings are replicated in a 2nd independent study with persistence of the effect of the autoantibodies when transferred even 2 years later

其他 | Nassim Taleb

• 時間: 6h
• 熱度: 👀 34,437
• 原文: So I get this book on Martyrdom. Granted it stops ar. Constantine when we closed the books on martyrdom; but it makes me realize that very few get that the Shia religion is ENTIRELY based on martyrdom!

其他 | Eric Topol

• 時間: May 25
• 熱度: 👀 66,126
• 原文: Here's a Table summarizing the personalized vaccines that rev up the immune system vs refractory cancers. Another one vs metastatic melanoma (with ~50% cure rate at 5 years) will be out soon.

其他 | Eric Topol

• 時間: May 27
• 熱度: 👀 22,300
• 原文: Cardiac "remuscularization" for treating severe heart failure with patched heart muscle derived from stem cells (a biological ventricular assist device) successful in 12 of 20 patients

其他 | Pierre Levy

• 時間: 3h
• 熱度: 👀 5,403
• 原文: Is there going to be a 420 USD banknote with Elon

其他 | Pierre Levy

• 時間: May 27
• 熱度: 👀 4,542,436
• 原文: Backrooms is about to make over a hundred mil at the box office. What is the next 4chan post that should be adapted into a feature film?