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屠龙之术
First-hand, long-horizon conversations about the internet, technology businesses, organizations, and individual judgment, grounded in real people and industry change.
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72 EPISODESZHTRACKED SHOW
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Vol.71 简单聊聊GPT5和美国电力---with 刘一鸣/101 Weekly
GPT-5显示合成数据、预训练再利用与强化学习仍能延展scaling law，数学、编程和医疗成为强化学习更易兑现的领域。推理token消耗与算力需求可能以指数级上升，推动数据中心CapEx触及美国电力系统临界点；OpenAI仍需通过To B和政府订单补足To C订阅的收入约束。