Ken Deeter@puntium · 2026/08/26观点输出Biggest q for me with M5 Ultra is whether 4x512gb builds actually make sense now to run a big model (beyond a cool demo)? or are 200-500B moe models the sweet spot? In which case clustering 256gb builds might make more sense.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/24赛道影响@danrobinson Would you hire Einstein to read your emails?
Also Fable still can’t be accessed with ZDR which I think matters for many businesses.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Ken Deeter@puntium · 2026/08/19观点输出🧠
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/18观点输出@joulee unless you tweeted about it, didn't happen
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/18观点输出The more I realize it's hard to fit agent interactions into existing communication channels, the more I think it is time to bring back Google Wave.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/11观点输出RT @infiniFi: Private credit, built for Earn accounts.
Introducing infiniFi Prime - diversified, institutionally managed private credit pa…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/05观点输出@term_labs 🤝
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/05观点输出Finally, one click loops that don't get blown up because someone hosed a morpho pool.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/05观点输出RT @evanjconrad: hi! please meet https://t.co/fJpEZC1m3j!
it's a new autoresearch product from the san francisco compute company.
try as…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Ken Deeter@puntium · 2026/08/04观点输出The team tells me they're seeing > 10x the order volume compare to v1, even in a small beta.
Going from weekly auctions to an always on order book is a huge unlock, not to mention the super convenient routing features which could be a whole product on its own.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
评论
暂无评论