🚀 Twitter 全球大牛投資觀察報告

生成時間: 2026-04-03 06:22:55

👤 Sam Altman (OpenAI CEO)

• [4h]   TBPN has been acquired by OpenAI! The show is staying the same and we’ll continue to go live at 11am pacific every weekday. This is a full circle moment for me as I’ve worked with for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show. Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward. (👀 1,428,631)

💡 AI 投資洞察: LLM 解析失敗: Command '['gemini', '-p', '你是專業的科技與投資分析師。請用繁體中文，用一到兩句話精準解讀以下 Sam Altman (OpenAI CEO) 的推文，這對市場、技術趨勢或投資有何暗示或價值？不要重複原文，直接給出獨到的洞察結論：\n\n[4h] \uf111 \ue811 TBPN has been acquired by OpenAI! The show is staying the same and we’ll continue to go live at 11am pacific every weekday. This is a full circle moment for me as I’ve worked with for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show. Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward.\n', '--raw-output']' timed out after 60 seconds

👤 Elon Musk (xAI 創始人)

• [15h]  Pinned Tweet   As sure as night follows day, the Golden State will eat its Golden Geese until there are no more left. gg (👀 47,194,136)

💡 AI 投資洞察: LLM 解析失敗: Command '['gemini', '-p', '你是專業的科技與投資分析師。請用繁體中文，用一到兩句話精準解讀以下 Elon Musk (xAI 創始人) 的推文，這對市場、技術趨勢或投資有何暗示或價值？不要重複原文，直接給出獨到的洞察結論：\n\n[15h] \ue80e Pinned Tweet \uf111 \ue811 As sure as night follows day, the Golden State will eat its Golden Geese until there are no more left. gg\n', '--raw-output']' timed out after 60 seconds

👤 Demis Hassabis (Google DeepMind CEO)

• [6h]  Pinned Tweet   "Excited to launch Gemma 4: the best open models in the world for their respective sizes. Available in 4 sizes that can be fine-tuned for your specific task: 31B dense for great raw performance, 26B MoE for low latency, and effective 2B & 4B for edge device use - happy building!" (👀 442,753)

💡 AI 投資洞察: Gemma 2 系列開源模型的發布，尤其是涵蓋高效能至邊緣裝置的多樣尺寸，預示著 AI 應用將加速普及至多元硬體與場景，顯著加劇開源 AI 市場競爭，並為開發者提供更低門檻的創新平台。

👤 Greg Brockman (OpenAI 聯創)

• [5h]  Pinned Tweet   OpenAI for helping resolve longstanding open mathematical problems, with short elegant proofs. Feels like we are on the edge of a new age of scientific discovery. (👀 86,183)

💡 AI 投資洞察: OpenAI在解決長期數學難題上的突破，預示著AI正引領科學發現進入新時代，這將為科技創新帶來範式轉移，並賦予AI領導企業巨大的市場競爭力與投資潛力。

👤 Vitalik Buterin (以太坊創始人)

• [16h]   My self-sovereign / local / private / secure LLM setup, April 2026 vitalik.eth.limo (👀 583,579)

💡 AI 投資洞察: Vitalik Buterin的推文預示著大型語言模型(LLM)正朝著去中心化、本地運行和強化個人隱私的方向發展，這不僅將刺激對高性能邊緣運算硬體的需求，也暗示著去中心化AI基礎設施與隱私保護技術將成為重要的投資與技術趨勢。

👤 Pierre Levy (認知科學家)

• [2m]   Close the world. Open the nExt (👀 134)

💡 AI 投資洞察: Pierre Levy 的推文預示著科技與投資領域正經歷典範轉移，呼籲我們拋棄現有局限，全面擁抱下一代更開放、更具沉浸感的數位空間，這將是新一波創新與資本流向的關鍵。

👤 Sean Kelly (理論物理學家)

• [Apr 1]   "Photons Can Really Be in Two Places at Once, New Experiment Shows (Kind of) Physicists at Hiroshima University say they’ve cleared up one of quantum physics’ biggest mysteries: Can a particle really be in two places at once? Or is the particle only ever in one place, and it’s just that the quantum maths that assigns it two places? The researchers looked at this question with an interferometer, in which a photon (a quantum of light) gets split onto two paths which later recombine, according to the mathematics. The problem is that, while the maths does give a result that agrees with observations, there is usually no way to know that a single photon actually did take both paths, because the moment one measures which path the photon goes, the result collapses and no longer requires photons to go both paths. What they did in the new experiment is to very slightly change the polarization on each path in opposite directions. Only then do they measure the probability that the photons still interfere. If they have a different polarization, they should not. And, importantly, the remaining probability that they do interfere depends on whether the photon only experienced one polarization shift on one arm, or on both arms. The result is, unsurprisingly, that quantum mechanics is correct. They interpret this to say that, yes, the photon was really in both arms of the interferometer. And this is all well and good, except that according to their maths, photons can also have a negative presence in one arm of the interferometer, a fact that sheds strong doubts on their interpretation of the measurement results. Image: Illustration of the experiment. Figure: Fukuda et al, New J. Phys. 28 034515 (2026)" (👀 9,413)

💡 AI 投資洞察: 這項對光子疊加態的新實驗驗證，雖有詮釋挑戰，但深化了量子力學基礎，預示著量子運算與通訊等顛覆性技術的發展潛力，為相關領域的投資提供長遠視角。