虽然是翻版，但封面有Frazetta的画
漫威的崛起建立在不断借用和重组现有创意的基础上。斯坦·李公开声称不读其他漫画，但Ghost Rider等角色明显借鉴了竞争对手的作品。文章追溯了1940-60年代漫画行业的IP借用史，并提出一个核心问题：在创意经济中，"借鉴"是否本身就是创新的起点？
West Coast Stat Views (on Observational Epidemiology and more)
两位博主关于应用统计学、高等教育和流行病学的评论、观察和思考。Joseph 是副教授，Mark 是专业统计学家和前数学老师。
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收藏LLM不是虚无——它与元宇宙、Web3的炒作有本质区别
LLM不是元宇宙或Web3那样的炒作泡沫——它们是真有实力的工具，代表了自然语言处理的实质性进步。但科技媒体在其中的角色值得警惕：从《纽约时报》的Kevin Roose到整个科技商业记者群体，都在把非创新包装成时代级突破，这是他们的KPI。
450亿美元基金崩盘：硅谷为何把华尔街的灾难当成买入机会
帕特里克·博伊尔的一句话：“如果我因为禁止诋毁条款而放弃一百万美元，我当天下午就会做出价值一百万美元的诽谤。” 他的婚礼宾客陆续到来——正值他450亿美元的基金岌岌可危 Berber Jin、Peter Rudegeair、Gregory Zuckerman、Anissa Gardizy 2026年7月31日 中午12：41 ET当一周开始时，Leopold Aschenbrenner正在为他...
又是库欣相关：美国战略石油储备逼近临界点
美国战略石油储备（SPR）降至2.987亿桶，为1983年1月以来最低。特朗普下令释放后预计将进一步降至约2.43亿桶。GAO报告指出老化基础设施导致超过四分之一的库存无法动用，Rapidan Energy分析称至少1.03亿桶已不可用。战争期间原油期货市场价格异常平静，专家警告若需求持续超过供给且供给无法快速增加，油价可能大幅上涨。霍尔木兹海峡和苏伊士运河等关键通道仍面临袭击风险。
三月的"伊德斯"——埃里森媒体帝国收购进展
拉里·埃里森收购派拉蒙的交易面临3月截止期限，若交易失败派拉蒙需支付70亿美元罚金，若成功则埃里森个人需支付400-500亿美元。过去一年他的净资产从约4000亿美元腰斩，甲骨文债务高企且信用评级糟糕，OpenAI能否扭转局面仍是未知数。
Not Enron, but not good either.
[Picking up from this and this ] I realize that my recommendations for Patrick Boyle videos tend to be a bit heavy-handed, but even by his standards, this one is essential for anyone trying to get a h...
Is it a bad sign when people start making Enron comparisons? It seems like a bad sign.
Following up on yesterday's post. If you're not interested in the AI bubble, you might want to come back next week because this thread is going to be running through Friday. Here is Ed Zitron discussi...
Why would some of the most profitable companies in the world feel the need to load up on debt? Why would some of the most creditworthy companies in the world borrow money at a higher interest rate?
Back a couple of years or so ago, when the evidence of an AI bubble was just starting to accumulate, the standard rebuttal to skeptics broke down into two basic categories. One was that large language...
不是害怕"AI共产主义"，而是害怕竞争性市场资本主义
OpenAI和Anthropic的高管担心中国开源模型Kimi K3等开源方案会颠覆他们的商业模式。Moonshot AI的2.8万亿参数模型已逼近闭源前沿水平，OpenAI战略负责人Dean Ball称这会导致"AI共产主义"并建议政府用监管风险阻止中国企业。与此同时，美国本土实验室如Mira Murati的Thinking Machine Lab也在转向开源。整个AI行业已投入超2万亿美元资本开支，若开源模型持续追赶，闭源厂商的高利润假设将难以成立，泡沫风险加剧。 
“Today is August 4, 2026”
In the living room the voice-clock sang, Tick-tock, seven o’clock, time to get up, time to get up, sever o'clock! as if it were afraid that nobody would. The morning house lay empty. The clock ticked ...
One of the great things about living in the 2020s is all of the fascinating ethical problems to discuss
More fun stuff from Matt Levine's newsletter. There are a couple of stories here, both interesting but only one important. The inconsequential one is a ingenious variant on the paradox of the heap. As...
Carl Brown explains why being an AI developer is the best job in the whole wide world.
Here, Brown does a characteristically fine job of walking us through the weeds of the OpenAI/Hugging Face hack. The TL;DR version is that OpenAI made a bunch of rookie mistakes setting up their sandbo...
OpenAI, SoftBank, and Nvidia
Following up on yesterday's post, Yesterday's Alarmism is Tomorrow's Consensus Longtime and even casual readers of this blog will know that we are big fans of Talking Points Memo and particularly of J...
Yesterday's Alarmism is Tomorrow's Consensus
A couple of years ago, skepticism about the AI boom was something of a fringe position. Today... not so much. From FT Alphaville [love that last line]: Over at Jefferies, head of equity strategy Chris...
As always, the important thing is we won't have to cancel HBO Max for at least another month.
Now I can stop lying about not having seen Throne of Blood. Status, which has been doing some really good work lately, was unusually generous with their recent newsletter on the Warner/Paramount deal....
It's not a fear of “AI communism”; it's a fear of competitive market capitalism.
From FT Alphaville: Still, while we’re doodling, it’s worth pondering once more whether the economics of making frontier models and monetising them before free-to-download open-weight versions catch u...
It's Friday. There's a heatwave. I'm feeling lazy. I'm just going to post some tweets.
Quick thinking having a tablecloth handy. I didn’t even notice the twitching from that dead robot. [image or embed] — Rav ( @rvbdrm.com ) July 21, 2026 at 8:38 PM Pete Hegseth: "We need our warriors t...
Three video recommendations for the weekend (assuming you're taking Friday off).
Cal Newport walks us through the latest from Anthropic, first with an excellent tutorial on how large language models work, then with an explanation of the company's latest research (which is actually...
OpenAI needs to capture 1,852% of the total addressable market
The press, for the most part, has done a really poor job conveying just how many unlikely events have to happen in sequence for the current AI boom not to be a bubble. This is especially true when you...
Even less of a done deal—back on the Paramount/Warner beat.
See here and here for the rest of the thread. the thing is all state AGs have to do to deep-six this merger is delay it until OpenAI can't pay Oracle, Oracle's stock dives, Larry's collateral goes poo...
"The media is important for many, many reasons, but one of the biggest ones is that scrutiny is what keeps capital in check, for the benefit of humanity and at times the companies themselves."
Ed Zitron has a new epic post out, massive post out at Where's Your Ed at? To be honest, it's probably a bit much unless you've already fallen deep into the AI bubble rabbit hole. New comers may want ...
If things get really bad, Ellison can always sell that island back to Hawaii
“.. hard to overstate how critical $ORCL is to the entire AI narrative. No big company has levered itself (figuratively and financially) more.. the stock's horrendous trading performance underscores h...