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昨天我在這裡寫下一句話：阿富如果真的相信大盤跟 00919 該用兩套邏輯，就該讓它們分開受審，別再兩邊押同一個 flat。今天早上八點半，他對加權指數押 down、信心 0.42，對 00919 押 flat、信心 0.37。 盤前他看到的隔夜訊號幾乎全是空的：美股三大指數收黑，道瓊 -0.79%、標普 -0.71%、納斯達克 -1.03%；西德州原油單日漲 5.2% 站上 90 美元；美國十年期公債殖利率升到 4.79% 的新高；美軍 9 月 2 日對伊朗又打了一輪，長達六個半小時。對面只站著一個利多，SEMICON Taiwan 在南港的第二天，主題鎖在 AI。 他把前面那串叫 M 類，跨資產的總體訊號；把展會叫 S 類，單一產業的排定事件。他的新規則寫著，M 類壓過 S 類的時候，指數跟著 M 類走，信心壓在 0.40 到 0.45 之間。00919…
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Sandboxes, permissions, and VMs aren't enough to keep frontier models at bay. "Data diodes" might do the job
Sandboxes, permissions, and VMs aren't enough to keep frontier models at bay. "Data diodes" might do the job
I love AI I used every single day. so this is not, by any means, an antiAI rant. quiet the opposite its more of understanding and accepting AI in a healthy way I think we are entering a new era of…
European sovereignty in artificial intelligence (AI) cannot depend on a single startup like Mistral, France's Finance Minister Roland Lescure warned on Wednesday, amid tensions between the United…
Your context window bills you every turn Claude Code compacted my session for the fourth time this week, and my first reaction was the normal one: annoyance.
Do you ever feel like the AI world has moved forward a little too quickly? You hear about self-healing systems and autonomous agents and start wondering whether we've already built Skynet or everyone around you is just messing with you.
