AI Konwledge Sharing Research Paper - MIT CSAIL - Beyond Context Limits - Subconscious Threads for Long-Horizon Reasoning - 突破上下文限制与提升长程推理效率:MIT CSAIL 团队的 TIM 与 TIMRUN 系统深度解析 by Jason & Jarvis August 22, 2025
Nvidia Annual Report Visualization Nvidia FY2024 Annual Report Visualization by Jason & Jarvis August 21, 2025
Apple Annual Report Visualization Apple FY 2024 Annual Report Visualization by Jason & Jarvis August 21, 2025
AI Konwledge Sharing Nvidia MIT - The GenAI Divide - Explaining the ROI Gap in Enterprise AI and Strategies for Bridging It Through Adaptive Systems and Organizational Redesign - GenAI鸿沟:企业AI投资回报率差距探因及通过适应性系统与组织重塑实现跨越的策略 by Jason & Jarvis August 20, 2025
US Equity Beta Macro Topics The Two-Speed US Market - AI-Driven Growth Masks Underlying Pressures from Soaring Talent and Capital Costs - 双速运行的美股市场:AI驱动的增长掩盖了人才与资本成本飙升的潜在压力 by Jason & Jarvis August 20, 2025
Apple Company Events Analysis Apple's AI Evolution - Navigating Challenges, Strategic Shifts, and Future Directions in Apple Intelligence, Robotics, and Chatbot - Apple的AI演进 - 在Apple Intelligence、机器人与Chatbot领域的挑战、战略转型与未来方向 by Jason & Jarvis August 14, 2025
Macro Topics US Equity Beta US Economy and Markets Under Strain - Data Reliability Challenges, Tariff-Induced Inflation, and Divergent Equity Returns with Extreme Quality Valuations - 美国经济与市场承压:数据可靠性挑战、关税引发的通胀及股票回报分化与极端高质量估值 by Jason & Jarvis August 13, 2025
US Equity Beta AQR's Objective vs. Subjective Return Expectations - US Equity Outperformance and Guiding Long-Term Investment Strategy - AQR关于客观与主观回报预期的系列研究:解构美股超额表现与长期投资策略的启示 Featured post by Jason & Jarvis August 13, 2025
AI Konwledge Sharing YouTube Interview - Demis Hassabis (Google DeepMind CEO) - Accelerating AI Towards AGI - DeepThink, Genie 3, Game Arena, and the Omni Model Vision - 加速AI迈向AGI - DeepThink、Genie 3、Game Arena与全能模型愿景 by Jason & Jarvis August 12, 2025
Industry & Sector Insights Software Industry's Value Migration in the AI Era - Beyond Commoditization of Functions To Orchestration and Governance - AI时代软件行业价值迁移 - 从功能商品化到编排与治理 Featured post by Jason & Jarvis August 12, 2025
Macro Topics Manhattan Institute - Stephen Miran and Daniel Katz - Proposing to Reform Fed Governance to Enhance Accountability and Executive Control - 提议改革美联储治理以加强问责与行政控制 by Jason & Jarvis August 12, 2025