Late Saturday night, I came across two outrageous news stories. Put them together and the entertainment value doubles.
First, chips. The Verge dug up that the chips the U.S. approved for $NVDA to sell to China were addressed to an empty office. Carefully designed export controls ultimately got stuck on the question of “is there even an office?” Nobody knows where the chips actually went. The dam of controls looks imposing, but all the leaks are underneath.
Now, Apple. $AAPL quietly disclosed progress on its robot brain: it ran validation on Unitree’s G1 using Alibaba’s Qwen model, with a 91% success rate on individual tasks. Apple × Qwen × Unitree—who would have imagined this combination two years ago? They talk geopolitics, but their actions are more honest: if a model works well, use it first and ask questions later.
On one side, controls are becoming a joke; on the other, giants are secretly joining hands. AI flows more honestly than capital.
Weekend risk check, as usual: the night of November 9’s new moon is a rumored airstrike window; the Strait of Hormuz has already seen seven attacks in just the first week of November; and the odds of a December rate hike are 78%. Your position matters more than your opinions. Holding cash and watching the show is nothing to be ashamed of.
NFA DYOR
#英伟达 #苹果 #AI #比特币 #WeekendMarkets
First, chips. The Verge dug up that the chips the U.S. approved for $NVDA to sell to China were addressed to an empty office. Carefully designed export controls ultimately got stuck on the question of “is there even an office?” Nobody knows where the chips actually went. The dam of controls looks imposing, but all the leaks are underneath.
Now, Apple. $AAPL quietly disclosed progress on its robot brain: it ran validation on Unitree’s G1 using Alibaba’s Qwen model, with a 91% success rate on individual tasks. Apple × Qwen × Unitree—who would have imagined this combination two years ago? They talk geopolitics, but their actions are more honest: if a model works well, use it first and ask questions later.
On one side, controls are becoming a joke; on the other, giants are secretly joining hands. AI flows more honestly than capital.
Weekend risk check, as usual: the night of November 9’s new moon is a rumored airstrike window; the Strait of Hormuz has already seen seven attacks in just the first week of November; and the odds of a December rate hike are 78%. Your position matters more than your opinions. Holding cash and watching the show is nothing to be ashamed of.
NFA DYOR
#英伟达 #苹果 #AI #比特币 #WeekendMarkets