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Is the AI giants' 'Token subsidy war' almost over?
The AI token price war is heating up—could Google slash prices by 80%? OpenAI and Anthropic face survival pressure. Is the era of free tokens coming? An in-depth analysis of the giant game behind subsidies and the future for users.
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Is the continuous loss of AI talent at Google a stress test or a prelude to an "obituary"?
Interpreting Google's AI moat and long-term competitiveness.
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"Buffett and VCs, One Must Lose"
Buffett warns of market bubbles, betting against VCs on the future: the dot-com bubble, hedge fund wagers, and investment logic in the AI era.
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qinbaFrank: AI Computing Power Wave Review and Outlook — From Nvidia's Three Major Debates to Optical Interconnects and SpaceX IPO, How Is Capital Rotating?
The complete path of the AI market from 2023 to the present: from the market's three major debates on AI, to how penetration rate dividends determine commercialization efficiency, and now to the critical stage of shifting from hardware scarcity to commercialization validation.
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Y Combinator founder Paul Graham: How to make a billion dollars?
Starting a successful startup is the most common way to become a billionaire.
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Why is the subscription model for AI services destined to disappear?
Anthropic released Claude Fable 5, which was removed from subscriptions after 14 days. AI subscription models are moving towards pay-as-you-go billing, and industry giants are collectively shifting their focus. Your electricity meter is already turning.
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SpaceX's market capitalization surpasses $2 trillion, making Musk's net worth seven times that of Buffett.
Musk becomes the world's first trillionaire, and several leveraged ETFs are about to be launched.
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Investors are starting to search for AI projects on Bilibili and Xiaohongshu.
Investors no longer just look at business plans; they go to Bilibili and Xiaohongshu to read comments and bullet comments to find real user needs.
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A niche consensus among elite circles: Is going to university a costly waste?
An anti-university movement is quietly gathering in Silicon Valley, with Stanford admitted students opting to start businesses directly instead of enrolling, and the Peter Thiel Scholarship encouraging young entrepreneurs to skip college. New ideas in blockchain and technology are sparking deep reflection on the values ​​of traditional education.
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Oracle delivered its strongest earnings report in history, so why did its stock price fall?
Oracle's revenue hit a record high in fiscal year 2026, with its AI cloud business growing by 39%, but this could not mask the pressure of capital expenditures. Free cash flow turned negative to $23.7 billion, and the stock price fell in after-hours trading.
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Remotely controlling stock price surges from overseas: Beware of "white-haired stock god" Serenity and the cross-border information backflow behind him.
Because domestic regulators have maintained a long-term, high-pressure crackdown on illegal stock recommendations, the black market industry, and unsolicited advice, the space for traditional illegal stock manipulation within China has been greatly compressed. As a result, the profit chain has begun to extend overseas, and the ultimate goal of this information outflow is always the harvesting of funds.
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SpaceX's first Mars astronaut is from China
Bitcoin billionaire Wang Chun went from founder of the F2Pool mining pool to commander of SpaceX's manned Mars mission, personally funding a $200 million polar orbital flight and using his wealth to chase the stars. His legendary story: a blank space on a childhood map ultimately became the first stepping stone for humanity's exploration of Mars.
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Dalio warns: The AI ​​boom is showing signs of a bubble, and the day it bursts will be the day it's fully realized.
As the artificial intelligence boom sweeps Wall Street, the market's fervor for chip giants has pushed US stocks to record highs. However, Dalio has issued a sobering warning, stating bluntly that the AI ​​market is showing early signs of a bursting bubble…
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Microsoft unveiled seven self-developed models at its Build 2026 developer conference, heralding the arrival of the "Agent-first" era.
Microsoft Build 2026 released seven self-developed MAI models, launched the Scout agent and the system-level security sandbox MXC, and implemented AI across the entire stack.
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长鑫科技背后，站着一众A股公司
全球第四、中国第一！295亿募资规模，长鑫科技开启存储芯时代。
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