Signal Wall
Articles, memos, builds, and signals.
Tianya is officially back today_the Chinese web it hit has been rewritten by AI, but there is one thing it may have bet on
At 0:00 on June 1, Tianya Community, which had been closed for three years, officially resumed access to the tianya.net domain name. The story of this return is not easy-on April 1, 2023, due to the suspension of telecom IDC arrears, founder Xing Ming has multiple restrictions on consumption. Co-founder Song Zheng broadcast a 7-day live broadcast from May 28 to June 3. The 7-night charity sale raised less than 150,000 yuan. In February this year, the "999 Creation Members × 1999 Yuan" was launched to raise 19.988 million yuan. On the day when Tianya returned, the Chinese web it faced had been rewritten by AI-search AI, content production AI, and everything was becoming AI answers. But it accidentally hit a seriously underestimated reverse demand-real-life in-depth content is scarce in the AI era. Reddit relies on this to increase weekly search activities from 60 million to 80 million a year, Reddit Answers weekly activities from 1 million to 15 million, and Other Revenue is approximately US$140 million (including data authorization) throughout the year. This has been confirmed by the academic community model collapse research + AI companies publicly grabbing real data (Stack Overflow, Wikipedia, the New York Times × OpenAI case). Whether Tianya can seize it will decide whether it will die again or find a second spring in the AI era.
Cloudflare's WebGL fingerprint: The hidden cost of efficiency
Security tools collect user data through WebGL fingerprints, which is essentially the erosion of privacy by efficiency
Anthropic overtook OpenAI to reach a 1 trillion valuation-open the list of investors/It has to do much more than selling models
In March, OpenAI received $122 billion in funding round /valuation of $852 billion. On May 28, Anthropic Series H received US$65 billion/post-investment valuation of US$965 billion/overtook OpenAI for the first time/nearly US$1 trillion. A year ago, Anthropic's annual revenue was 10 billion yuan/this round announced a run rate of 47 billion yuan/ 12 months, up 4.7 times. The market explanation is consistent- Claude Code sells well + the business model works well. But I opened the list of investors and saw a few things that were not mentioned much in other articles- Samsung / SK Hynix / Micron three memory chips were simultaneously listed as strategic investors + signed a seven-year, US$1.8 billion edge cloud agreement with Akamai on the same day + the Mythos model is about to be opened (with the ability to find vulnerabilities + chain attacks)+ the investor structure is all stable old money (Sequoia / Capital Group / Fidelity / GIC, etc.)/There is no typical AI hot money. Together- Anthropic is building the next generation enterprise + government AI infrastructure stack/on the same level as 1990s IBM, 2000s Oracle and 2010s Microsoft.
Technological Messianism: The ultimate trap of efficiencism
Technological Messianism is a religious expression of the extreme development of efficiency
AI is reliving the lost decade of the front-end
Through the standardization process of the AI tool chain, reveal the cyclical laws of technological paradigm shift
Claude Self-Healing: How Tools Cultivate Developers
The essence of AI's self-healing function is the deprivation of decision-making power by tools
When AI finds PMF: How tools reshape our expectations
PMF reaching a boundary of possibilities that will limit AI tools
Predicting market bans: The institutional costs of efficiencyism
Blocking the forecast market will reduce the efficiency of society's collective judgment of risks