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2020年10月26日星期一
锂电行业的喧嚣与躁动
2020年10月16日星期五
1
Saturday 17th October 2020
sjtuwalker 
1 hours ago
现在的小孩真是人小鬼大，刚听到一个4岁左右的小女孩对几个小孩说你们这群小屁孩，去死啦
from Twitter for iPhone, liked once
1 hours ago现在的小孩真是人小鬼大，刚听到一个4岁左右的小女孩对几个小孩说你们这群小屁孩，去死啦
from Twitter for iPhone, liked oncewhyeszhu 1 hours ago
因为用苹果手表，我用上了iPhone 7 plus，除了续航，速度没有差到哪儿去，看了一下同时代的安卓机是pixel初代，感觉好遥远 from Twitter for iPhone, liked once
1 hours ago因为用苹果手表，我用上了iPhone 7 plus，除了续航，速度没有差到哪儿去，看了一下同时代的安卓机是pixel初代，感觉好遥远 from Twitter for iPhone, liked once
yinxingongzi 2 hours ago
【今日早餐】自制（老婆）玉子烧 #推特食堂 pic.twitter.com/4rktoC1Fu2 from Twitter for Android, liked once
2 hours ago
【今日早餐】自制（老婆）玉子烧 #推特食堂 pic.twitter.com/4rktoC1Fu2 from Twitter for Android, liked once
FengHuangCi 2 hours ago
雨伞的玩法点赞。没见过这种动力获取方式，也许单人交通工具还要更新。 nishuang/status/1317259051110117377 from Twitter Web App
nishuang 4 hours ago
让佛罗里达人也惊讶的设计
这位佛罗里达男人，利用吹叶子机（强力吹风机）、雨伞和洗拖把的大桶，自制了牛逼的交通工具
雨伞这一招很科学啊，吹风机喷嘴很小，不方便控制方向
pic.twitter.com/at7ZoLXh7d from Twitter Web App, retweeted 86 times, liked 227 times
2 hours ago雨伞的玩法点赞。没见过这种动力获取方式，也许单人交通工具还要更新。 nishuang/status/1317259051110117377 from Twitter Web App
nishuang 4 hours ago让佛罗里达人也惊讶的设计
这位佛罗里达男人，利用吹叶子机（强力吹风机）、雨伞和洗拖把的大桶，自制了牛逼的交通工具
雨伞这一招很科学啊，吹风机喷嘴很小，不方便控制方向
pic.twitter.com/at7ZoLXh7d from Twitter Web App, retweeted 86 times, liked 227 times
renfanzi 
2 hours ago
所到之处，传统金融保险信托投资从业人员对监管当局就互联网跨界入行胡作非为睁眼闭眼无所作为均深感愤怒与失望。
和监管当局的熟人聊，则委屈地说互联网巨头背后的粗腿粗腰来头更大，得罪不起。
新旧势力博弈中的最大的输家，如你所知，当然是自古以来无可辩驳动次打次铁证如山的中国人民。 from Twitter for iPad, liked 47 times
2 hours ago所到之处，传统金融保险信托投资从业人员对监管当局就互联网跨界入行胡作非为睁眼闭眼无所作为均深感愤怒与失望。
和监管当局的熟人聊，则委屈地说互联网巨头背后的粗腿粗腰来头更大，得罪不起。
新旧势力博弈中的最大的输家，如你所知，当然是自古以来无可辩驳动次打次铁证如山的中国人民。 from Twitter for iPad, liked 47 times
elonmusk 
3 hours ago
@jwangARK Pretty accurate. It's not so much DNA sequencing as it is using synthetic DNA/RNA to fix bugs in our code & inform immune system what to attack. from Twitter for iPhone, in reply to jwangARK, retweeted 51 times, liked 536 times
3 hours ago@jwangARK Pretty accurate. It's not so much DNA sequencing as it is using synthetic DNA/RNA to fix bugs in our code & inform immune system what to attack. from Twitter for iPhone, in reply to jwangARK, retweeted 51 times, liked 536 times
CathieDWood 3 hours ago
Erin go Bragh! grousark/status/1316404350542020610 from Twitter for iPhone, retweeted twice, liked 102 times
GrousARK 15:43 14/10/20
An example:
here is a creator in what I would describe as a very niche space: combining Guinness beer and other beverages.
He has 160K followers on TikTok. Impressive!
Only 2.5K subscribers on YouTube, and 7K on Instagram. Not so impressive.
This is commonplace today. pic.twitter.com/dmFitAVta4 from Twitter Web App, in reply to GrousARK, retweeted twice, liked 17 times
3 hours agoErin go Bragh! grousark/status/1316404350542020610 from Twitter for iPhone, retweeted twice, liked 102 times
GrousARK 15:43 14/10/20An example:
here is a creator in what I would describe as a very niche space: combining Guinness beer and other beverages.
He has 160K followers on TikTok. Impressive!
Only 2.5K subscribers on YouTube, and 7K on Instagram. Not so impressive.
This is commonplace today. pic.twitter.com/dmFitAVta4 from Twitter Web App, in reply to GrousARK, retweeted twice, liked 17 times
renfanzi 4 hours ago
收到招商银行的电话，说由于"资管新规"，为保合规，某款理财产品要立刻关闭，让我抓紧时间赎回。
想起卫锋退钱给外管局的事儿，什么"公司业务策略调整"都是幌子，要躲监管铁拳才是真的。 from Twitter for iPhone, liked 32 times
4 hours ago收到招商银行的电话，说由于"资管新规"，为保合规，某款理财产品要立刻关闭，让我抓紧时间赎回。
想起卫锋退钱给外管局的事儿，什么"公司业务策略调整"都是幌子，要躲监管铁拳才是真的。 from Twitter for iPhone, liked 32 times
Friday 16th October 2020
jwangARK 21:52
If you don't go down rabbit holes, what knowledge are you going to possess that's not a commodity? from Twitter Web App, retweeted 39 times, liked 230 times
21:52If you don't go down rabbit holes, what knowledge are you going to possess that's not a commodity? from Twitter Web App, retweeted 39 times, liked 230 times
sincerusw 20:45
太多东西用聪明无法弥补 from Twitter for Android
20:45太多东西用聪明无法弥补 from Twitter for Android
jwangARK 20:29
Troubling thought: we haven't had a war that was fought using big data and AI yet. from Twitter Web App, retweeted 3 times, liked 115 times
20:29Troubling thought: we haven't had a war that was fought using big data and AI yet. from Twitter Web App, retweeted 3 times, liked 115 times
ARKInvest 19:41
ARK Weekly
Bad Ideas Report white paper: arkinv.st/2GXEhZi
ARK Invest on YouTube: arkinv.st/3nZPsB1
Newsletter: arkinv.st/378E6VA pic.twitter.com/1RXmWZGcT8 from HubSpot, retweeted 17 times, liked 123 times
19:41ARK Weekly
Bad Ideas Report white paper: arkinv.st/2GXEhZiARK Invest on YouTube: arkinv.st/3nZPsB1Newsletter: arkinv.st/378E6VA pic.twitter.com/1RXmWZGcT8 from HubSpot, retweeted 17 times, liked 123 timesTeslarati 19:30
Tesla (TSLA) has overtaken Apple as millennial's go-to stock teslarati.com/tesla-tsla-mil… teslarati.com/tesla-tsla-mil… from Hootsuite Inc., retweeted 83 times, liked 643 times
19:30Tesla (TSLA) has overtaken Apple as millennial's go-to stock teslarati.com/tesla-tsla-mil… teslarati.com/tesla-tsla-mil… from Hootsuite Inc., retweeted 83 times, liked 643 times
Teslarati 18:01
Mining giant cites Tesla's battery efforts as a sign of nickel's potential in the clean energy sector
teslarati.com/tesla-battery-… from Hootsuite Inc., retweeted 16 times, liked 274 times
18:01Mining giant cites Tesla's battery efforts as a sign of nickel's potential in the clean energy sector
teslarati.com/tesla-battery-… from Hootsuite Inc., retweeted 16 times, liked 274 times
Compodata 17:46
日本接轨世界近代文明年代并不比中国早，在中国1860年开始洋务运动后，1868年的日本才开始明治维新，但这两个亚洲最重要国家从此却走上了完全不同的道路。清政府走的是不改变自身政治制度下"师夷之长"之路，并自信这样可以"以夷制夷"。而日本则坚定"脱亚入欧"，日本伟大的思想mp.weixin.qq.com/s/U860oZX7RMzj… pic.twitter.com/yfxUGu15ng from Twitter for iPad
17:46
日本接轨世界近代文明年代并不比中国早，在中国1860年开始洋务运动后，1868年的日本才开始明治维新，但这两个亚洲最重要国家从此却走上了完全不同的道路。清政府走的是不改变自身政治制度下"师夷之长"之路，并自信这样可以"以夷制夷"。而日本则坚定"脱亚入欧"，日本伟大的思想mp.weixin.qq.com/s/U860oZX7RMzj… pic.twitter.com/yfxUGu15ng from Twitter for iPad
elonmusk 17:30
møtør trèndé elonmusk/status/1149370463564357632 from Twitter for iPhone, in reply to elonmusk, retweeted 421 times, liked 11525 times
elonmusk 17:30 11/07/19
Motor Trend awards Tesla Model S best Car of the Year ever in their 70 year history!!
motortrend.com/news/2013-tesl… from Twitter for iPhone, retweeted 2799 times, liked 25087 times
17:30møtør trèndé elonmusk/status/1149370463564357632 from Twitter for iPhone, in reply to elonmusk, retweeted 421 times, liked 11525 times
elonmusk 17:30 11/07/19Motor Trend awards Tesla Model S best Car of the Year ever in their 70 year history!!
motortrend.com/news/2013-tesl… from Twitter for iPhone, retweeted 2799 times, liked 25087 times
jwangARK 17:04
When will neural net based video conferencing hit the market?
I'm going to guess within 18 months with Microsoft Teams first to market.
blogs.nvidia.com/blog/2020/10/0… from Twitter Web App, retweeted 4 times, liked 28 times
17:04When will neural net based video conferencing hit the market?
I'm going to guess within 18 months with Microsoft Teams first to market.
blogs.nvidia.com/blog/2020/10/0… from Twitter Web App, retweeted 4 times, liked 28 times
Carlos_Gong 16:57
在 Play Store 装了一个叫做 Cube ACR 的 app，发现它在 Pixel 3a 的 Android 11 上能自动录制几乎所有的通话，包括电话和飞书（所以微信应该也行？）
惊呆了。认真考虑升级 Pixel 5 中。 from Tweetbot for Mac, liked 13 times
16:57在 Play Store 装了一个叫做 Cube ACR 的 app，发现它在 Pixel 3a 的 Android 11 上能自动录制几乎所有的通话，包括电话和飞书（所以微信应该也行？）
惊呆了。认真考虑升级 Pixel 5 中。 from Tweetbot for Mac, liked 13 times
jwangARK 16:31
Steve Jobs is the greatest product manager that ever lived. from Twitter Web App, retweeted 12 times, liked 205 times
16:31Steve Jobs is the greatest product manager that ever lived. from Twitter Web App, retweeted 12 times, liked 205 times
Teslarati 16:30
Tesla's Premium Connectivity rejoins some owners for free teslarati.com/teslas-premium… from Hootsuite Inc., retweeted 28 times, liked 329 times
16:30Tesla's Premium Connectivity rejoins some owners for free teslarati.com/teslas-premium… from Hootsuite Inc., retweeted 28 times, liked 329 times
Derliyu 15:49
加拿大人，不要太狂 gaiyuyin/status/1316906384487780352 from Twitter for iPhone, liked twice
gaiyuyin 00:58
天啊，國與國之間還可以這樣威脅啊！
中國大使威脅加拿大，說接受香港難民可以對加拿大人在香港的健康和安全造成嚴重後果 globeandmail/status/1316802154565230592 from Twitter Web App, retweeted 213 times, liked 458 times
15:49加拿大人，不要太狂 gaiyuyin/status/1316906384487780352 from Twitter for iPhone, liked twice
gaiyuyin 00:58天啊，國與國之間還可以這樣威脅啊！
中國大使威脅加拿大，說接受香港難民可以對加拿大人在香港的健康和安全造成嚴重後果 globeandmail/status/1316802154565230592 from Twitter Web App, retweeted 213 times, liked 458 times
monkeyalien 15:34
贵校行政人员醉酒，在贵院急诊大闹42回合，把病人送来的省急救中心院前120队长不堪其扰，电话直接打给贵校校长：「你们学校的行政都牛〇的很，在我们医院咣咣闹…」
贵校校长一听以为是贵院人员，火冒三丈：「怎么能是你们学校呢？合并多少年了怎么还分这么开？…」
120队长：（…重点完全错？ from Twitter for Android, retweeted 4 times, liked 16 times
15:34贵校行政人员醉酒，在贵院急诊大闹42回合，把病人送来的省急救中心院前120队长不堪其扰，电话直接打给贵校校长：「你们学校的行政都牛〇的很，在我们医院咣咣闹…」
贵校校长一听以为是贵院人员，火冒三丈：「怎么能是你们学校呢？合并多少年了怎么还分这么开？…」
120队长：（…重点完全错？ from Twitter for Android, retweeted 4 times, liked 16 times
skorusARK 15:13
Will aim to update the following with new entrants... skorusARK/status/1133735904588247048 from Twitter for iPhone, in reply to skorusARK, liked 55 times
skorusARK 14:04 29/05/19
1/ [Efficiency vs Acceleration vs Range] is a good framework for looking at the EV competitive landscape, recognizing the tradeoffs automakers face & understanding how Tesla's verticalization makes it hard to compete with. (Orange dots are Tesla Models)
skorusARK/status/1131615100878643202 from Twitter Web Client, retweeted 16 times, liked 63 times
15:13Will aim to update the following with new entrants... skorusARK/status/1133735904588247048 from Twitter for iPhone, in reply to skorusARK, liked 55 times
skorusARK 14:04 29/05/191/ [Efficiency vs Acceleration vs Range] is a good framework for looking at the EV competitive landscape, recognizing the tradeoffs automakers face & understanding how Tesla's verticalization makes it hard to compete with. (Orange dots are Tesla Models)
skorusARK/status/1131615100878643202 from Twitter Web Client, retweeted 16 times, liked 63 times
skorusARK 14:57
Imagine having to wait ~4 years to release a better car. Tesla's most recent Model 3 update separates it from the pack even more. pic.twitter.com/4pnT7m9VG8 from Twitter Web App, retweeted 90 times, liked 760 times
14:57
Imagine having to wait ~4 years to release a better car. Tesla's most recent Model 3 update separates it from the pack even more. pic.twitter.com/4pnT7m9VG8 from Twitter Web App, retweeted 90 times, liked 760 times
ARKInvest 14:49
To help investors stay on the right side of change, we seek to identify industries & sectors most at risk of disintermediation & disruption. Based on our research, we believe investors should evaluate & avoid the following "Bad Ideas":
arkinv.st/353k0tg from HubSpot, retweeted 23 times, liked 175 times
14:49To help investors stay on the right side of change, we seek to identify industries & sectors most at risk of disintermediation & disruption. Based on our research, we believe investors should evaluate & avoid the following "Bad Ideas":
arkinv.st/353k0tg from HubSpot, retweeted 23 times, liked 175 timesTeslarati 14:36
Tesla (TSLA) Robotaxi's influence on price targets is already taking effect teslarati.com/tesla-robotaxi… from Hootsuite Inc., retweeted 35 times, liked 400 times
14:36Tesla (TSLA) Robotaxi's influence on price targets is already taking effect teslarati.com/tesla-robotaxi… from Hootsuite Inc., retweeted 35 times, liked 400 times
gaowen91 14:24
打完篮球，回家
pic.twitter.com/FGhZhyqhOk from Twitter for iPhone, liked 6 times
14:24
打完篮球，回家
pic.twitter.com/FGhZhyqhOk from Twitter for iPhone, liked 6 timesCarlos_Gong 14:13
试了一些特别 challenging 的光线环境，Pixel 3a 的表现非常出人意料地比 iPhone 11 要好非常多。
看到这个表现我觉得我对 Google 连续打磨三四年 IMX363 一点意见也没有啊~
另外也试了一下 Mate 20 和 Mate 30 Pro，华为的效果在两代之间进步很明显，不能说差，但是，看上去很假 :-) from Tweetbot for Mac, liked 10 times
14:13试了一些特别 challenging 的光线环境，Pixel 3a 的表现非常出人意料地比 iPhone 11 要好非常多。
看到这个表现我觉得我对 Google 连续打磨三四年 IMX363 一点意见也没有啊~
另外也试了一下 Mate 20 和 Mate 30 Pro，华为的效果在两代之间进步很明显，不能说差，但是，看上去很假 :-) from Tweetbot for Mac, liked 10 times
vol_christopher 13:57
Flow analysis should be an alpha accelerator to fundamentals analysis in a low latency portfolio... instead, it has replaced fundamentals entirely from Twitter Web App, in reply to vol_christopher, retweeted 7 times, liked 117 times
13:57Flow analysis should be an alpha accelerator to fundamentals analysis in a low latency portfolio... instead, it has replaced fundamentals entirely from Twitter Web App, in reply to vol_christopher, retweeted 7 times, liked 117 times
whyeszhu 13:31
改过了一次授时服务器，今天发现又不行了，真是太折腾了 from Twitter for iPhone, in reply to whyeszhu, liked once
13:31改过了一次授时服务器，今天发现又不行了，真是太折腾了 from Twitter for iPhone, in reply to whyeszhu, liked once
Teslarati 13:30
Tesla raises the bar with 60-stall Supercharger station in Gigafactory Shanghai
teslarati.com/tesla-giga-sha… from Hootsuite Inc., retweeted 101 times, liked 1116 times
13:30Tesla raises the bar with 60-stall Supercharger station in Gigafactory Shanghai
teslarati.com/tesla-giga-sha… from Hootsuite Inc., retweeted 101 times, liked 1116 times
vol_christopher 13:23
Clarification: I did not mean to degrade the work of analysts that track market or option flows, which is extremely important to alpha generation. My only point is that this science/art has taken on outsized importance due to liquidity injection as a cure-all from Twitter Web App, in reply to vol_christopher, retweeted 8 times, liked 115 times
13:23Clarification: I did not mean to degrade the work of analysts that track market or option flows, which is extremely important to alpha generation. My only point is that this science/art has taken on outsized importance due to liquidity injection as a cure-all from Twitter Web App, in reply to vol_christopher, retweeted 8 times, liked 115 times
jwangARK 13:13
All self-driving models will need to be trained against adversarial examples, because people are jerks.
newsweek.com/hacked-billboa… from Twitter Web App, retweeted 6 times, liked 94 times
13:13All self-driving models will need to be trained against adversarial examples, because people are jerks.
newsweek.com/hacked-billboa… from Twitter Web App, retweeted 6 times, liked 94 times
renfanzi 12:56
iPhone 12 出来了！
我给用了快四年的7 Plus换了块原厂电池。
消费降级，人人有责。 from Twitter for iPad, liked 127 times
12:56iPhone 12 出来了！
我给用了快四年的7 Plus换了块原厂电池。
消费降级，人人有责。 from Twitter for iPad, liked 127 times
songma 12:55
RT @tingguowrites:
A friend of mine spotted this in Shanghai. A migrant worker enjoying reading on the subway, a momentary break from his heavy duty. He was reading 宗鏡錄Records of the Mirror of the Source, a Five Dynasties (904-975) book on #Zen #Buddhism pic.twitter.com/xab0630JfT from Tweetbot for iΟS, retweeted 48 times, originally tweeted 10:22
12:55
RT @tingguowrites:
A friend of mine spotted this in Shanghai. A migrant worker enjoying reading on the subway, a momentary break from his heavy duty. He was reading 宗鏡錄Records of the Mirror of the Source, a Five Dynasties (904-975) book on #Zen #Buddhism pic.twitter.com/xab0630JfT from Tweetbot for iΟS, retweeted 48 times, originally tweeted 10:22
vol_christopher 12:41
@DiMartinoBooth does an amazing job explaining the problem with credit markets in her new research piece, "The Phoenix Fails to Rise" from Twitter Web App, in reply to vol_christopher, retweeted 6 times, liked 82 times
12:41@DiMartinoBooth does an amazing job explaining the problem with credit markets in her new research piece, "The Phoenix Fails to Rise" from Twitter Web App, in reply to vol_christopher, retweeted 6 times, liked 82 times
vol_christopher 12:40
Volatility in equity markets, at a macro level, is reflexivity between credit and liquidity
A reckoning is coming in credit that has not been fully tamed by an excess supply of liquidity pic.twitter.com/Tj284tHhuR from Twitter Web App, retweeted 136 times, liked 420 times
12:40
Volatility in equity markets, at a macro level, is reflexivity between credit and liquidity
A reckoning is coming in credit that has not been fully tamed by an excess supply of liquidity pic.twitter.com/Tj284tHhuR from Twitter Web App, retweeted 136 times, liked 420 times
songma 12:30
夜观Timeline，目测我的猜想大概是对的：iPhone 12 会是一款成功的产品。 from Tweetbot for iΟS, retweeted twice, liked 30 times
12:30夜观Timeline，目测我的猜想大概是对的：iPhone 12 会是一款成功的产品。 from Tweetbot for iΟS, retweeted twice, liked 30 times
Teslarati 12:30
The Tesla Model X and Model S Performance are closing in on 400 miles with 18650 cells, the same battery form factor used in the original Roadster
teslarati.com/tesla-model-x-… from Hootsuite Inc., retweeted 31 times, liked 459 times
12:30The Tesla Model X and Model S Performance are closing in on 400 miles with 18650 cells, the same battery form factor used in the original Roadster
teslarati.com/tesla-model-x-… from Hootsuite Inc., retweeted 31 times, liked 459 times
songma 12:25
RT @supermary:
苹果官网崩溃了
今天估计买不到了…… from Tweetbot for iΟS, retweeted once, originally tweeted 12:20
12:25RT @supermary:
苹果官网崩溃了
今天估计买不到了…… from Tweetbot for iΟS, retweeted once, originally tweeted 12:20
vol_christopher 11:53
Fundamentals are dead
Flows are the only thing that matters today
Policymakers sought to stop a credit cycle with liquidity so people mistake liquidity for reality
Financial gravity suspended, but not indefinitely, "flow guru" trading wins big in short term, but not long run from Twitter Web App, retweeted 198 times, liked 1171 times
11:53Fundamentals are dead
Flows are the only thing that matters today
Policymakers sought to stop a credit cycle with liquidity so people mistake liquidity for reality
Financial gravity suspended, but not indefinitely, "flow guru" trading wins big in short term, but not long run from Twitter Web App, retweeted 198 times, liked 1171 times
Carlos_Gong 11:19
以及，到手以后用酒精擦了一次机身，然后…… 似乎直接把屏幕涂层给玩挂了 :-( Carlos_Gong/status/1317061905320529920 from Tweetbot for Mac, retweeted 4 times, liked 12 times
Carlos_Gong 11:16
Pixel 3a 到手开机，然后连续收到了两个大推送，一个 Introducing Android 10，一个 Introducing Android 11
不过，更新完这两个包以后…… 我…… 几乎没有感到任何区别…… from Tweetbot for Mac, retweeted once, liked 6 times
11:19以及，到手以后用酒精擦了一次机身，然后…… 似乎直接把屏幕涂层给玩挂了 :-( Carlos_Gong/status/1317061905320529920 from Tweetbot for Mac, retweeted 4 times, liked 12 times
Carlos_Gong 11:16Pixel 3a 到手开机，然后连续收到了两个大推送，一个 Introducing Android 10，一个 Introducing Android 11
不过，更新完这两个包以后…… 我…… 几乎没有感到任何区别…… from Tweetbot for Mac, retweeted once, liked 6 times
Carlos_Gong 11:16
Pixel 3a 到手开机，然后连续收到了两个大推送，一个 Introducing Android 10，一个 Introducing Android 11
不过，更新完这两个包以后…… 我…… 几乎没有感到任何区别…… from Tweetbot for Mac, retweeted once, liked 6 times
11:16Pixel 3a 到手开机，然后连续收到了两个大推送，一个 Introducing Android 10，一个 Introducing Android 11
不过，更新完这两个包以后…… 我…… 几乎没有感到任何区别…… from Tweetbot for Mac, retweeted once, liked 6 times
Teslarati 11:01
Tesla boosts Model 3 to whopping 353-mile EPA range for less than $47,000
teslarati.com/tesla-model-3-… from Hootsuite Inc., retweeted 127 times, liked 1238 times
11:01Tesla boosts Model 3 to whopping 353-mile EPA range for less than $47,000
teslarati.com/tesla-model-3-… from Hootsuite Inc., retweeted 127 times, liked 1238 times
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