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Shelby98
Shelby98
·
05-09
全球车企的楷模，一个季度交付2台车[开心]
FF：一季度收入30万美元，交付两辆FF91 2.0
今日FF发布Q1业绩。一季度业绩收入30 万美元；运营净亏损4,380 万美元，与去年同期的 4,360 万美元持平。总运营费用2,280 万美元，与去年同期相比减少20万美元。一季度交付两辆 FF 91 2.0，用户分别来自加州和纽约。FX Super One车型首次发布会将于2025 年 6 月召开，发布会将开启 B2C线上付费预订，为年底 FX首车下线做准备。
FF：一季度收入30万美元，交付两辆FF91 2.0
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Shelby98
Shelby98
·
04-29
160亿[笑哭] ，我宁可相信大饼涨到20万~
“宫斗”成功？贾跃亭重新当上CEO，法拉第未来还有救吗？
留给贾跃亭的时间和机会，真的不多了。
“宫斗”成功？贾跃亭重新当上CEO，法拉第未来还有救吗？
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Shelby98
Shelby98
·
04-21
$法拉第未来(FFAI)$
市值就这么几个钢蹦还造啥车啊造~
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Shelby98
Shelby98
·
04-09
$三倍做空富时中国ETF-Direxion(YANG)$
双方都不是吃素的，没谈妥前，谁又能只手遮天？托底不靠谱
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Shelby98
Shelby98
·
03-04
所谓的Deepseek+升腾的AI生态闭环
除了这段，其他所有内容都是Chatgpt根据截图生成，包括之前怼操刀鬼的回复。整个过程真的挺有意思，特地发个帖子让大家乐一乐。以下为Chatgpt生成: 之前怼了个网友（操刀鬼），他信誓旦旦地说“DeepSeek 适配升腾，国内AI生态已经闭环，不需要CUDA也能训练。”听着就离谱，我反驳后他又开始胡扯“AI没改变美国”，属实把我整笑了。 结果更搞笑的是，DeepSeek 官方自己都没说闭环，反而承认生态还差得远！ 1. DeepSeek 自己都承认没闭环 截图里清清楚楚写着：华为软件层（MindSpore等）和PyTorch、TensorFlow 仍然有差距，所以AI训练、生态优化都还没跟上，哪来的闭环？ 2. 适配≠替代，训练依然靠CUDA DeepSeek能跑在升腾上，不代表整个AI生态就能脱离CUDA。你见过哪家顶级AI公司敢直接用升腾替代H800训练大模型？真要能闭环，为什么国内AI公司还在疯抢英伟达的GPU？ 3. 嘴上不要CUDA，身体却很诚实 如果DeepSeek+升腾真能搞定一切，为什么国产AI芯片还在努力兼容CUDA？嘴上说不需要，实际谁敢放弃？ 国产AI生态在进步，但DeepSeek自己都承认没闭环，有人倒是比官方还急着吹牛。现实摆在这里，别靠嘴巴造闭环。
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所谓的Deepseek+升腾的AI生态闭环
Shelby98
Shelby98
·
02-04
$PayPal(PYPL)$
有点意思了 [笑哭]
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Shelby98
Shelby98
·
01-08
赶紧换吧，阿三看的烦
谷歌CEO皮查伊大位不保？消息称已有投资公司向董事会施压要求他今年辞职
而从外媒最新的报道来看，担任谷歌CEO已近10年的皮查伊，在今年可能会面临更大的挑战，有消息称已有投资公司向谷歌董事会施压，要求他们敦促皮查伊在今年辞职。投资公司向谷歌董事会施压要求皮查伊辞职，源自职场匿名社区teamblind，有用户透露一位投资公司的朋友告诉他，谷歌的一家机构投资者已向谷歌的董事会施压，要求皮查伊今年辞职。
谷歌CEO皮查伊大位不保？消息称已有投资公司向董事会施压要求他今年辞职
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Shelby98
Shelby98
·
01-07
$fuboTV Inc.(FUBO)$
大盘跌，还是跑了~88了大家。万一又大崩，扛不住😄
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Shelby98
Shelby98
·
2024-06-11
恼羞成怒[开心]
非常抱歉，此主贴已删除
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Shelby98
Shelby98
·
2024-03-26
$Faraday Future(FFIE)$
还弄啥，要退市喽
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","listText":"全球车企的楷模，一个季度交付2台车[开心] ","text":"全球车企的楷模，一个季度交付2台车[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433188684624416","repostId":"2534118564","repostType":2,"repost":{"id":"2534118564","kind":"news","pubTimestamp":1746752111,"share":"https://www.laohu8.com/m/news/2534118564?lang=&edition=full","pubTime":"2025-05-09 08:55","market":"us","language":"zh","title":"FF：一季度收入30万美元，交付两辆FF91 2.0","url":"https://stock-news.laohu8.com/highlight/detail?id=2534118564","media":"三言科技","summary":"今日FF发布Q1业绩。一季度业绩收入30 万美元；运营净亏损4,380 万美元，与去年同期的 4,360 万美元持平。总运营费用2,280 万美元，与去年同期相比减少20万美元。一季度交付两辆 FF 91 2.0，用户分别来自加州和纽约。FX Super One车型首次发布会将于2025 年 6 月召开，发布会将开启 B2C线上付费预订，为年底 FX首车下线做准备。","content":"<html><body><article><p>今日FF发布Q1业绩。一季度业绩收入30 万美元；运营净亏损4,380 万美元，与去年同期的 4,360 万美元持平。总运营费用2,280 万美元，与去年同期相比减少20万美元。</p><p>一季度交付两辆 FF 91 2.0，用户分别来自加州和纽约。</p><p>FX Super One车型首次发布会将于2025 年 6 月召开，发布会将开启 B2C线上付费预订，为年底 FX首车下线做准备。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FF：一季度收入30万美元，交付两辆FF91 2.0</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFF：一季度收入30万美元，交付两辆FF91 2.0\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-09 08:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509085807a6d85b0c&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日FF发布Q1业绩。一季度业绩收入30 万美元；运营净亏损4,380 万美元，与去年同期的 4,360 万美元持平。总运营费用2,280 万美元，与去年同期相比减少20万美元。一季度交付两辆 FF 91 2.0，用户分别来自加州和纽约。FX Super One车型首次发布会将于2025 年 6 月召开，发布会将开启 B2C线上付费预订，为年底 FX首车下线做准备。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509085807a6d85b0c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","FFAI":"Faraday Future Intelligent Electric Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509085807a6d85b0c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534118564","content_text":"今日FF发布Q1业绩。一季度业绩收入30 万美元；运营净亏损4,380 万美元，与去年同期的 4,360 万美元持平。总运营费用2,280 万美元，与去年同期相比减少20万美元。一季度交付两辆 FF 91 2.0，用户分别来自加州和纽约。FX Super One车型首次发布会将于2025 年 6 月召开，发布会将开启 B2C线上付费预订，为年底 FX首车下线做准备。","news_type":1,"symbols_score_info":{"FFAI":0.9}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429452131328368,"gmtCreate":1745868279839,"gmtModify":1745868281941,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"htmlText":"160亿[笑哭] ，我宁可相信大饼涨到20万~","listText":"160亿[笑哭] ，我宁可相信大饼涨到20万~","text":"160亿[笑哭] ，我宁可相信大饼涨到20万~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429452131328368","repostId":"2530941045","repostType":2,"repost":{"id":"2530941045","kind":"news","pubTimestamp":1745819400,"share":"https://www.laohu8.com/m/news/2530941045?lang=&edition=full","pubTime":"2025-04-28 13:50","market":"us","language":"zh","title":"“宫斗”成功？贾跃亭重新当上CEO，法拉第未来还有救吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2530941045","media":"Ofweek光电信息网","summary":"留给贾跃亭的时间和机会，真的不多了。","content":"<html><head></head><body><p>沉寂了一段时间的贾跃亭又整出新动静了，在“宫斗”了好几年之后，终于又当了<a href=\"https://laohu8.com/S/FFAI\">法拉第未来</a>（FF）的联席CEO。</p><p>于是贾跃亭在微博上喊出"I'm Back, Back to Win!"，表示自己打破枷锁，冲破五指山，活脱脱像电影里打不死的小强又爬起来了，并且要重现辉煌了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66917bc9f25d1e04cc2182f73b5f22da\" tg-width=\"640\" tg-height=\"583\"/></p><p>按照老贾的说法，这回当上CEO，背后故事比宫斗剧还精彩。</p><p>他说FF在刚上市那会儿，华尔街那帮人跟他说："你个人债务问题影响公司融资，赶紧把CEO位置让出来。"</p><p>而仔细想一想，似乎也有道理，于是老贾为了大局，真就交出了权杖，结果呢？上市融来的10亿美刀被慢慢掏空，车却迟迟交不出来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1d00d6e4bfb585afe6be06975c91bf\" tg-width=\"640\" tg-height=\"428\"/></p><p>更有意思的是，老贾自曝这些年FF80%-90%的融资都是他拉来的，但自己却不是FF的老大，只是当个吉祥物，只是负责给公司搞钱，这剧情似乎比《甄嬛传》还跌宕起伏。</p><p>而这次当上CEO之后，他承诺将联席CEO职位下获得的股权激励收益（需FF股价涨至106美元或市值达160亿美元）的50%用于偿还中国债务，另一半投入公司发展，然后回国。</p><p>他认为，接下来FF会成功的，毕竟它有FF、FX这两个品牌了，一个主攻高端，一个主攻中端市场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05a720190be49d9a8e34a33d2af3cd24\" tg-width=\"640\" tg-height=\"480\"/></p><p>不过说真的，老贾现在面临的局面，可真不乐观，FF现在市值才1亿美刀出头，要涨到160亿才能触发他的股权激励还债。</p><p>这听着就不靠谱。更要命的是，新能源车市场早就不是当年的蓝海了。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这些狠角色，每个月交付量都是几十万辆起跳，就算是小米、蔚小理们，一个月也都是好几万台，而FF去年才交了个位数的FF91，这差距比马里亚纳海沟还深。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a708f708dd8378f6e64a21720a78a540\" tg-width=\"640\" tg-height=\"440\"/></p><p>不过，老贾倒是挺乐观，说FF有全球顶尖的AIEV技术，车能实现"超级AI能力"。这话听着像科幻片台词，但细想想，现在哪个新能源车不讲AI？人家<a href=\"https://laohu8.com/S/NIO\">蔚来</a>有NOMI，小鹏有XNGP，FF的AI到底能玩出什么花活，还得打个问号。</p><p>更现实的问题是，FF现在穷得叮当响，2024年净亏损3.558亿美刀，汉福德工厂扩建全靠外部输血。这年头投资人又不是冤大头，凭啥把钱砸给一个量产都费劲的主儿？</p><p>可以说，就算他拿回了权力，留给贾跃亭的时间和机会，真的不多了。新能源车市场早就过了PPT造车的阶段，现在比的是真刀真枪的交付能力。FF要是再交不出像样的成绩单，别说回国了，怕是在美国都要混不下去。老贾总说"失败是成功之母"，但就怕这次失败，连当"母"的机会都不给他留啊。</p></body></html>","source":"lsy1583830605615","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“宫斗”成功？贾跃亭重新当上CEO，法拉第未来还有救吗？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042814000994e56d24&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cd6f7e62b67810ce1a141c4a2aa8cb4","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042814000994e56d24&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2530941045","content_text":"沉寂了一段时间的贾跃亭又整出新动静了，在“宫斗”了好几年之后，终于又当了法拉第未来（FF）的联席CEO。于是贾跃亭在微博上喊出\"I'm Back, Back to Win!\"，表示自己打破枷锁，冲破五指山，活脱脱像电影里打不死的小强又爬起来了，并且要重现辉煌了。按照老贾的说法，这回当上CEO，背后故事比宫斗剧还精彩。他说FF在刚上市那会儿，华尔街那帮人跟他说：\"你个人债务问题影响公司融资，赶紧把CEO位置让出来。\"而仔细想一想，似乎也有道理，于是老贾为了大局，真就交出了权杖，结果呢？上市融来的10亿美刀被慢慢掏空，车却迟迟交不出来。更有意思的是，老贾自曝这些年FF80%-90%的融资都是他拉来的，但自己却不是FF的老大，只是当个吉祥物，只是负责给公司搞钱，这剧情似乎比《甄嬛传》还跌宕起伏。而这次当上CEO之后，他承诺将联席CEO职位下获得的股权激励收益（需FF股价涨至106美元或市值达160亿美元）的50%用于偿还中国债务，另一半投入公司发展，然后回国。他认为，接下来FF会成功的，毕竟它有FF、FX这两个品牌了，一个主攻高端，一个主攻中端市场。不过说真的，老贾现在面临的局面，可真不乐观，FF现在市值才1亿美刀出头，要涨到160亿才能触发他的股权激励还债。这听着就不靠谱。更要命的是，新能源车市场早就不是当年的蓝海了。比亚迪、特斯拉这些狠角色，每个月交付量都是几十万辆起跳，就算是小米、蔚小理们，一个月也都是好几万台，而FF去年才交了个位数的FF91，这差距比马里亚纳海沟还深。不过，老贾倒是挺乐观，说FF有全球顶尖的AIEV技术，车能实现\"超级AI能力\"。这话听着像科幻片台词，但细想想，现在哪个新能源车不讲AI？人家蔚来有NOMI，小鹏有XNGP，FF的AI到底能玩出什么花活，还得打个问号。更现实的问题是，FF现在穷得叮当响，2024年净亏损3.558亿美刀，汉福德工厂扩建全靠外部输血。这年头投资人又不是冤大头，凭啥把钱砸给一个量产都费劲的主儿？可以说，就算他拿回了权力，留给贾跃亭的时间和机会，真的不多了。新能源车市场早就过了PPT造车的阶段，现在比的是真刀真枪的交付能力。FF要是再交不出像样的成绩单，别说回国了，怕是在美国都要混不下去。老贾总说\"失败是成功之母\"，但就怕这次失败，连当\"母\"的机会都不给他留啊。","news_type":1,"symbols_score_info":{"FFAI":0.9}},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426862113206904,"gmtCreate":1745237786765,"gmtModify":1745237788342,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$法拉第未来(FFAI)$</a> 市值就这么几个钢蹦还造啥车啊造~","listText":"<a href=\"https://laohu8.com/S/FFAI\">$法拉第未来(FFAI)$</a> 市值就这么几个钢蹦还造啥车啊造~","text":"$法拉第未来(FFAI)$ 市值就这么几个钢蹦还造啥车啊造~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426862113206904","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422564069298736,"gmtCreate":1744205717207,"gmtModify":1744205822215,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YANG\">$三倍做空富时中国ETF-Direxion(YANG)$ </a><v-v data-views=\"1\"></v-v> 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双方都不是吃素的，没谈妥前，谁又能只手遮天？托底不靠谱","images":[{"img":"https://static.tigerbbs.com/e54b994ff9a7d706f581fefc720b8923","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422564069298736","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":409857244774888,"gmtCreate":1741072633693,"gmtModify":1741072641148,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"title":"所谓的Deepseek+升腾的AI生态闭环","htmlText":"除了这段，其他所有内容都是Chatgpt根据截图生成，包括之前怼操刀鬼的回复。整个过程真的挺有意思，特地发个帖子让大家乐一乐。以下为Chatgpt生成: 之前怼了个网友（操刀鬼），他信誓旦旦地说“DeepSeek 适配升腾，国内AI生态已经闭环，不需要CUDA也能训练。”听着就离谱，我反驳后他又开始胡扯“AI没改变美国”，属实把我整笑了。 结果更搞笑的是，DeepSeek 官方自己都没说闭环，反而承认生态还差得远！ 1. DeepSeek 自己都承认没闭环 截图里清清楚楚写着：华为软件层（MindSpore等）和PyTorch、TensorFlow 仍然有差距，所以AI训练、生态优化都还没跟上，哪来的闭环？ 2. 适配≠替代，训练依然靠CUDA DeepSeek能跑在升腾上，不代表整个AI生态就能脱离CUDA。你见过哪家顶级AI公司敢直接用升腾替代H800训练大模型？真要能闭环，为什么国内AI公司还在疯抢英伟达的GPU？ 3. 嘴上不要CUDA，身体却很诚实 如果DeepSeek+升腾真能搞定一切，为什么国产AI芯片还在努力兼容CUDA？嘴上说不需要，实际谁敢放弃？ 国产AI生态在进步，但DeepSeek自己都承认没闭环，有人倒是比官方还急着吹牛。现实摆在这里，别靠嘴巴造闭环。","listText":"除了这段，其他所有内容都是Chatgpt根据截图生成，包括之前怼操刀鬼的回复。整个过程真的挺有意思，特地发个帖子让大家乐一乐。以下为Chatgpt生成: 之前怼了个网友（操刀鬼），他信誓旦旦地说“DeepSeek 适配升腾，国内AI生态已经闭环，不需要CUDA也能训练。”听着就离谱，我反驳后他又开始胡扯“AI没改变美国”，属实把我整笑了。 结果更搞笑的是，DeepSeek 官方自己都没说闭环，反而承认生态还差得远！ 1. DeepSeek 自己都承认没闭环 截图里清清楚楚写着：华为软件层（MindSpore等）和PyTorch、TensorFlow 仍然有差距，所以AI训练、生态优化都还没跟上，哪来的闭环？ 2. 适配≠替代，训练依然靠CUDA DeepSeek能跑在升腾上，不代表整个AI生态就能脱离CUDA。你见过哪家顶级AI公司敢直接用升腾替代H800训练大模型？真要能闭环，为什么国内AI公司还在疯抢英伟达的GPU？ 3. 嘴上不要CUDA，身体却很诚实 如果DeepSeek+升腾真能搞定一切，为什么国产AI芯片还在努力兼容CUDA？嘴上说不需要，实际谁敢放弃？ 国产AI生态在进步，但DeepSeek自己都承认没闭环，有人倒是比官方还急着吹牛。现实摆在这里，别靠嘴巴造闭环。","text":"除了这段，其他所有内容都是Chatgpt根据截图生成，包括之前怼操刀鬼的回复。整个过程真的挺有意思，特地发个帖子让大家乐一乐。以下为Chatgpt生成: 之前怼了个网友（操刀鬼），他信誓旦旦地说“DeepSeek 适配升腾，国内AI生态已经闭环，不需要CUDA也能训练。”听着就离谱，我反驳后他又开始胡扯“AI没改变美国”，属实把我整笑了。 结果更搞笑的是，DeepSeek 官方自己都没说闭环，反而承认生态还差得远！ 1. DeepSeek 自己都承认没闭环 截图里清清楚楚写着：华为软件层（MindSpore等）和PyTorch、TensorFlow 仍然有差距，所以AI训练、生态优化都还没跟上，哪来的闭环？ 2. 适配≠替代，训练依然靠CUDA DeepSeek能跑在升腾上，不代表整个AI生态就能脱离CUDA。你见过哪家顶级AI公司敢直接用升腾替代H800训练大模型？真要能闭环，为什么国内AI公司还在疯抢英伟达的GPU？ 3. 嘴上不要CUDA，身体却很诚实 如果DeepSeek+升腾真能搞定一切，为什么国产AI芯片还在努力兼容CUDA？嘴上说不需要，实际谁敢放弃？ 国产AI生态在进步，但DeepSeek自己都承认没闭环，有人倒是比官方还急着吹牛。现实摆在这里，别靠嘴巴造闭环。","images":[{"img":"https://static.tigerbbs.com/dff71171671ab040726447e320c695e9","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/409857244774888","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"content":"有替代方案那就是个闭环，谢谢","text":"有替代方案那就是个闭环，谢谢","html":"有替代方案那就是个闭环，谢谢"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":399998424969672,"gmtCreate":1738678030444,"gmtModify":1738678169584,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$ </a><v-v data-views=\"1\"></v-v> 有点意思了 [笑哭] ","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$ </a><v-v data-views=\"1\"></v-v> 有点意思了 [笑哭] ","text":"$PayPal(PYPL)$ 有点意思了 [笑哭]","images":[{"img":"https://static.tigerbbs.com/e4ca8ae0a89f82c2d5e9e1c41b7582d4","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399998424969672","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390030940930568,"gmtCreate":1736268125046,"gmtModify":1736268126944,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"htmlText":"赶紧换吧，阿三看的烦","listText":"赶紧换吧，阿三看的烦","text":"赶紧换吧，阿三看的烦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390030940930568","repostId":"2501113562","repostType":2,"repost":{"id":"2501113562","kind":"news","pubTimestamp":1736215951,"share":"https://www.laohu8.com/m/news/2501113562?lang=&edition=full","pubTime":"2025-01-07 10:12","market":"us","language":"zh","title":"谷歌CEO皮查伊大位不保？消息称已有投资公司向董事会施压要求他今年辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=2501113562","media":"TechWeb.com.cn","summary":"而从外媒最新的报道来看，担任谷歌CEO已近10年的皮查伊，在今年可能会面临更大的挑战，有消息称已有投资公司向谷歌董事会施压，要求他们敦促皮查伊在今年辞职。投资公司向谷歌董事会施压要求皮查伊辞职，源自职场匿名社区teamblind，有用户透露一位投资公司的朋友告诉他，谷歌的一家机构投资者已向谷歌的董事会施压，要求皮查伊今年辞职。","content":"<html><body><article><p>1月7日消息，据外媒报道，2014年和2015年，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这两大科技巨头迎来了印度裔的CEO萨提亚•纳德拉、桑达尔•皮查伊，但与纳德拉担任CEO的微软在人工智能方面大力投资OpenAI，并积极整合进自家的产品，使公司的市值超过3万亿美元，一度成为全球市值最高的公司不同，皮查伊担任CEO的谷歌近两年在人工智能方面的表现已落后竞争对手，尤其是在近两年大热的生成式人工智能上，与OpenAI有了不小的差距，谷歌母公司Alphabet的市值也要明显低于微软，而随着OpenAI逐步涉足搜索，作为谷歌根基的搜索业务也面临挑战。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250107101231604v152j30mjb0uwtk\"/><p>而从外媒最新的报道来看，担任谷歌CEO已近10年的皮查伊，在今年可能会面临更大的挑战，有消息称已有投资公司向谷歌董事会施压，要求他们敦促皮查伊在今年辞职。</p><p>投资公司向谷歌董事会施压要求皮查伊辞职，源自职场匿名社区teamblind，有用户透露一位投资公司的朋友告诉他，谷歌的一家机构投资者已向谷歌的董事会施压，要求皮查伊今年辞职。</p><p>至于要求皮查伊辞职的原因，teamblind上的用户是透露投资公司对他的表现不满意，经历了一连串失败的项目，也缺乏远见，因此希望他离开。</p><p>Teamblind上的这名用户还透露，他们预计皮查伊会在夏天的某个时间点宣布辞职，但如果还有其他投资公司施压，可能就会更早。</p><p>桑达尔•皮查伊1972年6月生于印度东南部的泰米尔纳德邦，1993年毕业于印度理工学院坎普尔分校，1995年获得了斯坦福大学工程与材料科学硕士学位，2002年获得宾夕法尼亚大学沃顿商学院的工商管理硕士学位。</p><p>皮查伊在2004年进入谷歌，之前曾在全球知名管理咨询公司麦肯锡工作一段时间。在进入谷歌之后，他不断晋升，在2008年升任负责产品发展的副总裁，2012年成为高级副总裁，两年之后成为了谷歌和安卓智能手机系统的主管。</p><p>在2015年8月份谷歌的两位联合创始人拉里•佩奇和谢尔盖•布林宣布成立控股公司Alphabet，佩奇出任CEO，布林担任总裁后，皮查伊成为了Alphabet旗下最大公司谷歌的CEO，而在2019年佩奇和布林卸任CEO和总裁之后，皮查伊成为Alphabet和谷歌的双料CEO。（海蓝）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌CEO皮查伊大位不保？消息称已有投资公司向董事会施压要求他今年辞职\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-07 10:12 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250107101231aba124fe&s=b><strong>TechWeb.com.cn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月7日消息，据外媒报道，2014年和2015年，微软和谷歌这两大科技巨头迎来了印度裔的CEO萨提亚•纳德拉、桑达尔•皮查伊，但与纳德拉担任CEO的微软在人工智能方面大力投资OpenAI，并积极整合进自家的产品，使公司的市值超过3万亿美元，一度成为全球市值最高的公司不同，皮查伊担任CEO的谷歌近两年在人工智能方面的表现已落后竞争对手，尤其是在近两年大热的生成式人工智能上，与OpenAI有了不小的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250107101231aba124fe&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250107101231aba124fe&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2501113562","content_text":"1月7日消息，据外媒报道，2014年和2015年，微软和谷歌这两大科技巨头迎来了印度裔的CEO萨提亚•纳德拉、桑达尔•皮查伊，但与纳德拉担任CEO的微软在人工智能方面大力投资OpenAI，并积极整合进自家的产品，使公司的市值超过3万亿美元，一度成为全球市值最高的公司不同，皮查伊担任CEO的谷歌近两年在人工智能方面的表现已落后竞争对手，尤其是在近两年大热的生成式人工智能上，与OpenAI有了不小的差距，谷歌母公司Alphabet的市值也要明显低于微软，而随着OpenAI逐步涉足搜索，作为谷歌根基的搜索业务也面临挑战。而从外媒最新的报道来看，担任谷歌CEO已近10年的皮查伊，在今年可能会面临更大的挑战，有消息称已有投资公司向谷歌董事会施压，要求他们敦促皮查伊在今年辞职。投资公司向谷歌董事会施压要求皮查伊辞职，源自职场匿名社区teamblind，有用户透露一位投资公司的朋友告诉他，谷歌的一家机构投资者已向谷歌的董事会施压，要求皮查伊今年辞职。至于要求皮查伊辞职的原因，teamblind上的用户是透露投资公司对他的表现不满意，经历了一连串失败的项目，也缺乏远见，因此希望他离开。Teamblind上的这名用户还透露，他们预计皮查伊会在夏天的某个时间点宣布辞职，但如果还有其他投资公司施压，可能就会更早。桑达尔•皮查伊1972年6月生于印度东南部的泰米尔纳德邦，1993年毕业于印度理工学院坎普尔分校，1995年获得了斯坦福大学工程与材料科学硕士学位，2002年获得宾夕法尼亚大学沃顿商学院的工商管理硕士学位。皮查伊在2004年进入谷歌，之前曾在全球知名管理咨询公司麦肯锡工作一段时间。在进入谷歌之后，他不断晋升，在2008年升任负责产品发展的副总裁，2012年成为高级副总裁，两年之后成为了谷歌和安卓智能手机系统的主管。在2015年8月份谷歌的两位联合创始人拉里•佩奇和谢尔盖•布林宣布成立控股公司Alphabet，佩奇出任CEO，布林担任总裁后，皮查伊成为了Alphabet旗下最大公司谷歌的CEO，而在2019年佩奇和布林卸任CEO和总裁之后，皮查伊成为Alphabet和谷歌的双料CEO。（海蓝）","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390062392016944,"gmtCreate":1736264378107,"gmtModify":1736264379613,"author":{"id":"3545247568537310","authorId":"3545247568537310","name":"Shelby98","avatar":"https://static.tigerbbs.com/13914845d95efe9c35c419710517790a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545247568537310","idStr":"3545247568537310"},"themes":[],"htmlText":"<a 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