briefing
SpaceX announced a $60B option to acquire Cursor in April 2026. No cash exchanged. A data-driven breakdown of SpaceX's pre-IPO financials, Cursor's competitive moat, and why this deal serves two anxious parties — not one visionary buyer.
ethics
The ring has always been built. It has always been destroyed. What saved us was time. The question is whether we still have any, and whether we would know if we didn't.
Chinese
事件的起因其实我今早在微博说了一下。有一些人民群众写了篇（英文的）文章，扔到AI检测系统里面去，结果被判31分。人民群众就觉得这个分数有点高，于是就找了我这个英文怪水的人来改一下。 我捋了捋逻辑什么的，大概给改了十分钟吧。然后发回去。 人民群众：你干了什么？！ 现在67分了！ 我：那我就是直接改的，下回我给你用修改好吧，这次我真的记不清了。 人民群众：没有下回了！ 说实在话，这个问题现在挺普遍的。学校交个作业，杂志投个稿什么的，老师主编往往第一步就是把文章扔到AI检测系统里头去。所以也难怪同学们索性主动出击，自己先测一下。但是这个问题是这样的，从商业逻辑看，只要你敢扔，他就一定敢给你打高分。 为什么？分数低的话，怎么卖给你humanize服务啊。你看我早上连读带改，也就十分钟。我自己觉得大概也就捋了四五个地方，那在一篇1000 words的文章里是在是九牛一毛的一毛。但是一毛一变，系统立刻翻脸。你觉得我能touch 了文章多少啊？可见这个判断对与我给予的微小变化的权重及其敏感，或者对于修改本身及其敏感。我英语也就是个二五眼，我觉得我没那么精妙。 这件事情本身呢，在我看就是
tech
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.
artificial intelligence
SpaceX's $60B Cursor acquisition is a credit card purchase before payday. A breakdown of the real numbers behind the IPO story.
artificial intelligence
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are and what they utter. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
tech
The valley is about to see more layoffs. Not because people are not working hard enough. Because the math changed.
culture
The threat we should fear isn't the one we can track. It's the complexity we've built that has outpaced our ability to model it, and the quiet assumption that someone, somewhere, still has their hand on the switch.
artificial intelligence
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
artificial intelligence
And why maybe we’ll be safe even if AI becomes more intelligent
tech
Everyone has an explanation for what’s happening to Tesla. Most of them are incomplete.
artificial intelligence
True understanding between people is rarer than we admit. Most connections are approximations. This is about what it actually takes to be seen, and why that's harder than it sounds, for humans and machines alike.