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紧急特辑:我们是否在劫难逃? @JordanNanos @fabknowledge @SaasquatchC @maxkan 0:00 冷开场 2:50 被美化的 Neocloud 8:21 前沿节奏 12:53 安全吞噬算力 20:38 Hugging Face 的教训 30:52 Moonshot 服务 Claude 36:37 Coxson 辞职 38:27 两年预测 49:19 特朗普治下的监管 57:21 更热还是更冷
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EMERGENCY EPISODE: Are We Doomed?
@JordanNanos @fabknowledge @SaasquatchC @maxkan
0:00 Cold Open
2:50 Glorified Neoclouds
8:21 Pacing the Frontier
12:53 Safety Eats Compute
20:38 Hugging Face Lessons
30:52 Moonshot Serving Claude
36:37 The Coxson Resignation
38:27 Two-Year Predictions
49:19 Regulation Under Trump
57:21 Hotter or Cooler
来源:@SemiAnalysis_ · x.com