📚 Wiki¶
Karpathy 风格的活体知识库 · 由 DMR 系统每天自动维护
🗓️ 周报 Weekly¶
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- 2026-TSM-Q1-preview
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🏢 实体 Entities¶
- unitree
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💡 概念 Concepts¶
- world-models-five-factions
- oil-inflation-rate-chain
- news-driven-playbook
- iran-geopolitics
- hbm-supercycle
- embodied-ai-supply-chain
- cpo-optical
- china-pmi
- buffett-framework
- barbell-strategy
- ai-silicon-shortage
- ai-model-release-cycle
- ai-industry-panorama
- ai-energy-mineral-bottleneck
- ai-design-disruption
- ai-compute-economics
- 800v-datacenter-power
🎯 投资论点 Theses¶
❓ 待答 Questions¶
- supply-bottlenecks
- optical
- models-apps
- minerals-energy
- memory
- infra
- index
- gpu-asic
- geo-macro
- business-pricing
- buffett-lens
📰 来源 Sources¶
- zartbot-gpu-album-index
- warsh-fed-commodity-202601
- us-iran-talks-breakdown-20260412
- semianalysis-vera-rubin-202602
- semianalysis-trainium3-202512
- semianalysis-silicon-shortage-202603
- semianalysis-20260405
- semianalysis-20260329
- qbitai-xiwang-inference-gpu-202604
- qbitai-sony-ace-nature-202604
- qbitai-gpt-image2-team-202604
- qbitai-amap-abot-20260420
- machine-heart-dram-shortage-2030
- machine-heart-amap-abot-20260420
- machine-heart-20260418-digest
- leiphone-zhiyuan-apc-20260421
- leiphone-ddr-divergence-202604
- latepost-wolong-vs-inovance-202603
- latepost-volcengine-maaS-202603
- latepost-terafab-gtc-202604
- latepost-price-inflation-20260424
- latepost-liudifan-war-ai-202604
- latepost-embodied-q1-2026
- kuaishou-2025-earnings
- infoq-qcon-2026-beijing-20260422
- infoq-openai-1220b-funding-202604
- infoq-deepseek-v4-20260425
- infoq-cursor3-20260406
- ifanr-world-models-five-factions-202604
- ifanr-deepseek-v4-20260424
- helium-semiconductor-20260314
- guosen-ai-cpo-fiber-202602
- futu-pw-20260406
- citrini-2028-global-intelligence-crisis