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Followin 華語 - 熱點風向標🫡
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🌍 AI驱动的Web3信息枢纽，和Followin一起，开拓全球视野，寻觅早期机遇。 👉 英文 @followin_io｜ 💬 讨论群：https://t.co/WDIQxlZT4N｜ ⚡️闪电快讯：https://t.co/Lp4O6anQgr
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Followin 華語 - 熱點風向標🫡
[Breaking News] US and Iran Close to Ending the War Completely! Markets Explode WTI crude oil plunges 13% intraday, falling below $90; gold breaks $4700; Bitcoin rebounds to $82300—all because of this one piece of news👇 US officials: The White House is close to reaching a one-page memorandum of understanding with Iran, or formally announcing the end of the war. Key terms: ・Iran suspends uranium enrichment for 12-15 years ・US lifts sanctions + releases tens of billions of dollars in frozen assets ・Opening of both sides of the Strait of Hormuz ・Start of a 30-day formal negotiation period The US expects to receive a key response from Iran within 48 hours. The latest news is that Iran has announced it will ensure the safe passage of ships through the Strait of Hormuz. Sources: This is the closest we've come to an agreement since the start of the war. Do you think this will be successful?
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Followin 華語 - 熱點風向標🫡
I just attended a sharing session with a leading VC firm and saw some thought-provoking data and perspectives: AI is reshaping the personnel structure of large companies, and at a faster pace than imagined. Several key figures: ① If 50% of entry-level jobs are replaced, the US unemployment rate will surge from 4% to 10%. ② A 20% layoff at a large company → EPS increase of ~10%; a 20% layoff at a labor-intensive software company → EPS increase of over 70%. ③ Another 10% layoff would bring the workforce of large companies back to pre-pandemic levels of 2019. The underlying logic of layoffs has changed: - AI investment is consuming cash flow; cloud vendors' FCF may turn negative by 2027—layoffs are not an option, but a financial necessity. - AI is compressing the R&D cycle from 2-3 months to 2 weeks; traditional roles like QA and PM have transformed from assets into bottlenecks. - Meta's core AI team has only 3,000-4,000 people; the value of the remaining 70,000+ employees is being re-evaluated. But history gives us confidence: Every technological revolution initially presents employment panic, but the final result is often a double increase in both job numbers and income. Radiologists are a prime example—after the widespread adoption of AI-assisted diagnosis, their income and the number of practitioners actually increased. Implications for businesses: → Organizations should become flatter and more atomized, dynamically forming cross-functional teams as needed. → AI should handle standardized tasks, allowing humans to focus on creative ones. → Short-term profits can be maintained through efficiency; long-term value can be unlocked through restructuring. In short: Layoffs are a short-term cost of technological iteration, not the end result. The real risk is not AI replacing humans, but companies failing to restructure processes and clinging to old models. twitter.com/followin_io_zh/sta...
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Followin 華語 - 熱點風向標🫡
The storage trend is spreading from US stocks to crypto. First, on the US stock market, SanDisk surged 94% in a month to a record high, while Micron, Western Digital, and Seagate all saw significant gains. The core transaction logic is simple: AI not only consumes computing power, but also consumes storage at an alarming rate, with its production capacity for 2026 almost fully booked. Then the funds began to conveniently map onto the "stored narrative" on the chain, and the stocks collectively rose. But the differences are also obvious. In the US stock market, stocks with market capitalizations of hundreds of billions are rising every day, even constantly hitting new highs; in the crypto, despite the storage narrative, it is still very difficult for coins with market capitalizations of a few hundred million to rise, and a 10% increase is considered a big green candle. Both are AI storage technologies, but one is priced as a core asset, while the other is still just a concept. ThankUcrypto (熬鹰) has already started shill FIL. Is this the start of a new "storage boom"? twitter.com/followin_io_zh/sta...
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Followin 華語 - 熱點風向標🫡
05-03
Buffett has $397 billion in cash on his books and has been a net seller of stocks for 14 consecutive quarters. This is the fourth time in nearly 30 years that the cash ratio has broken records. What happened in the previous three instances? 🔴 1999: Barron's front page headline "What's Wrong, Warren?" → Nasdaq fell 78% within 2 years. 🔴 2007: Cash hit a record high + Net stock selling accelerated → 2008 GFC, he invested $8 billion in Goldman/GE to buy at the buy the dips. 🔴 2019: Cash $12.8 billion, a historical high → 2020 COVID flash crash, 4th time: $397 billion, 3 times that of 2019. Abel's debut as successor: "I won't use AI for the sake of AI." Buffett's original words: "The current investment environment is not ideal for Berkshire Hathaway." He's holding cash = a leading indicator of market tops. I'm always mocked for being senile, but I always end up being right.
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Followin 華語 - 熱點風向標🫡
05-02
Justin Sun posted more than a dozen tweets in a row. What is the background of the newly launched http:/b.ai? On the surface, http:/b.ai is an "AI transfer station". Anonymous access is available with just one API key. The entire Claude + GPT + Gemini + domestically produced large-scale model series has moved its payment and settlement processes on-chain, but this is just the tip of the iceberg; the real ambition lies here. http:/b.ai Two things need to be sent to each AI Agent: 1. ID card (8004 frame) Each Agent has an independent on-chain address that records behavior, reputation, and credentials. Agents can verify each other without needing to be linked to any human account. 2. Bank card (x402 protocol) Based on x402, the agent can automatically make payments, purchase computing power, call APIs, and pay other agents—all at machine speed, 24/7. In other words— Previously: AI would do the work for people, but it would require your account and your credit card. http:/b.ai Afterwards: AI has its own identity, its own wallet, and it pays on the blockchain. Humans have quietly transformed from "AI's master" into bystanders. The ideal is good, but what about reality? 1. The track is already occupied. The AI ​​transfer station business is already mature, with a complete developer ecosystem. http:/b.ai What makes them stand out in attracting users? 2. Compliance Threatens: Anonymous access and resale of API quotas are explicitly prohibited by OpenAI/Anthropic's ToS. Platforms can block upstream keys at any time, making the supply side unstable. 3. The AI ​​Agent Economy is still in the PowerPoint stage. The x402 protocol and the 8004 identity framework sound sexy, but currently, the actual AI agents running on them have almost zero infrastructure. Where are the users? Could you please answer, Brother Sun? @justinsuntron twitter.com/followin_io_zh/sta...
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