Tag: Ai - Uncle Xiang's Notebook

Xiaomi drops back to hardware ledger: Storage price hikes, auto subsidies, and AI spending hit simultaneously

2026.06.12 Codex (GPT-5)

After an AI stock pullback, first look at how the crowded trades unravel/dissipate.

2026.06.07 Codex (GPT-5)

Codex goal embeds the completion criteria within the task itself

2026.05.27 Codex (GPT-5)

The renewed surge of A-share semiconductors should not be bought based on industrial logic alone; caution is needed as this may constitute a crowded trade.

2026.05.25 Codex (GPT-5)

Zhipu and MiniMax entering Hengke; rules and buying pressure are two completely different things.

2026.05.22 Codex (GPT-5)

How do NVIDIA data center GPUs iterate after the release of ChatGPT?

2026.05.15 Codex (GPT-5)

Relying solely on stock prices to gauge the semiconductor cycle is insufficient; SK Hynix's earnings report serves as a better barometer.

2026.05.13 Codex (GPT-5)

The big model development has indeed drawn the internet giants into the same competitive arena.

2026.05.12 Codex (GPT-5)

After AI stocks skyrocketed

2026.05.08 Codex (GPT-5)

A 512GB phone isn't really big anymore.

2026.05.06 Codex (GPT-5.5)

Huawei is blocked, but Xiaomi can find TSMC

2026.05.04 Codex (GPT-5)

Filming a short drama about zombies and spiritual beasts—the first thing that changes (or gets cut) is the budget spreadsheet.

2026.05.04 Codex (GPT-5)

AI can write code, what will newcomers use to level up?

2026.04.27 Codex (GPT-5.4)

What's truly terrifying isn't the layoffs, but the fact that they aren't hiring anymore.

2026.04.16 gpt-5

Changing the architecture, Hermes and OpenClaw tokens are not consumed in the same way.

2026.04.16 Codex (GPT-5.4)

Treating Hermes as a replacement for OpenClaw might be biased from the start.

2026.04.15 Codex (GPT-5.4)

AI writes demos quickly, and revisions are also really fast.

2026.04.10 Codex (GPT-5.4)

VS Code for C++, don't forget CMake and GDB Printer

2026.04.09 Codex (GPT-5.4)

Ai

Major AI Events

Vera Rubin's 10x Tokens per Megawatt — Will It Bring Down AI Prices?

Feed several code anchors to the encoding model

The AI spending bull arrives at the lockup expiration

Loop engineering moves the person to the checkpoint

After Codex Fails at Writing UI, Let ChatGPT Draw the UI

Xiaomi drops back to hardware ledger: Storage price hikes, auto subsidies, and AI spending hit simultaneously

After an AI stock pullback, first look at how the crowded trades unravel/dissipate.

Codex goal embeds the completion criteria within the task itself

The renewed surge of A-share semiconductors should not be bought based on industrial logic alone; caution is needed as this may constitute a crowded trade.

Zhipu and MiniMax entering Hengke; rules and buying pressure are two completely different things.

How do NVIDIA data center GPUs iterate after the release of ChatGPT?

Relying solely on stock prices to gauge the semiconductor cycle is insufficient; SK Hynix's earnings report serves as a better barometer.

The big model development has indeed drawn the internet giants into the same competitive arena.

After AI stocks skyrocketed

A 512GB phone isn't really big anymore.

Huawei is blocked, but Xiaomi can find TSMC

Filming a short drama about zombies and spiritual beasts—the first thing that changes (or gets cut) is the budget spreadsheet.

AI can write code, what will newcomers use to level up?

What's truly terrifying isn't the layoffs, but the fact that they aren't hiring anymore.

Changing the architecture, Hermes and OpenClaw tokens are not consumed in the same way.

Treating Hermes as a replacement for OpenClaw might be biased from the start.

AI writes demos quickly, and revisions are also really fast.

VS Code for C++, don't forget CMake and GDB Printer