“存储价格2023年三季度已走出历史底部,2024年为首轮强反弹,2024年四季度至2025年上半年的‘回调+品类分化’小周期后,真正全面、宽基的强上行大概率在2026年兑现。”研究人员称,本轮周期的核心驱动是需求错配、资本开支与技术迁移,周期或将持续到2026年末甚至2027年。
去年,Social Capital创始人查马斯也在播客中提到,因为Claude用起来太费钱,他已经把不少工作转到Kimi的K2上了,称其性能强,成本也比顶尖闭源模型低得多。
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这些研究都在逼近一个最为核心的问题:人类,究竟能不能在太空繁衍生息,这也是人类走向深空的必经之路。
Also, Samsung held its latest Unpacked event this week to announce its new Galaxy S26 family. They look pretty much the same as last year, but the Ultra model includes a unique privacy feature that can instantly make the screen unreadable to bystanders. It's one of those features we expect to see in every phone eventually.