ํ”„๋กœ ๋Œ“๊ธ€๋Ÿฌ, ์ž๋™์ฐจ ์—…๊ณ„ ์ข…์‚ฌ์ž, SW ์—”์ง€๋‹ˆ์–ด, ๋„ค์ด๋ฒ„ ์ธํ”Œ๋ฃจ์–ธ์„œ(๊ฒฝ์ œ๋ถ„์•ผ), ํ•œํ™” ์ด๊ธ€์Šค ํŒฌ

๋Œ€ํ•œ๋ฏผ๊ตญ
Joined November 2010
์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
๊ณ ๋…ธ๊ต ์‹ ๋„๋“ค์„ ์œ„ํ•œ ํŒฌํ‹ฐ 10์›” ํŒฌํ‹ฐ ๋‹ฌ๋ ฅ
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์—ฐ์ค€, ๊ธˆ๋ฆฌ ๋™๊ฒฐ (3.75~4.00%) 10๋Œ€ 2 โ€” ๋ฐ˜๋Œ€ 2๋ช…์€ "๋” ์˜ฌ๋ฆฌ์ž"์˜€๋„คใ…‹ใ…‹ ์›Œ์‹œ ์˜์žฅ "12์›”์€ ๋ฏธ๋ฆฌ ๋ง ์•ˆ ํ•œ๋‹ค" MS๋Š” ์• ์ € ํ˜ธ์กฐ๋กœ ์‹œ๊ฐ„์™ธ +3%, ์•ŒํŒŒ๋ฒณ์€ ์‹ค์  ๋ฏธ์ŠคยทFCF ๋งˆ์ด๋„ˆ์Šค๋กœ -9%. ๋‚˜์Šค๋‹ฅ100 ์„ ๋ฌผ -1.2%. ์˜ค๋Š˜ ๋ฐค PCEยทGDP, ์•„๋งˆ์กด ์‹ค์ ์ด ๋‹ค์Œ ๊ด€๋ฌธ์ด๊ฒ ๋„ค์š” ใ…Ž ์ง€์ผœ๋ณด์‹œ์ฃ . cnbc.com/2026/10/28/stock-maโ€ฆ
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์ง€๊ธˆ ์‹œ์ ์—์„œ๋Š” ๋„คํ”„์ฝ˜์ด๋“  ๊ตฌ๋…์ด๋“  ์ œ์ผ ์“ธ๋ชจ๊ฐ€ ์—†์–ด๋ณด์ž„. ๋ˆ„๊ฐ€ ๋ณผ์ง€๋Š” ๋ชจ๋ฅด๊ฒ ์ง€๋งŒ ์ฐจ๋ผ๋ฆฌ ์ด๊ฑธ ๊ฐ€์ž…ํ•˜์„ธ์š”.
Lazy Alpha Founding Price ๋งˆ์ง€๋ง‰ ์ฃผ์ž…๋‹ˆ๋‹ค. ์ด๋ฒˆ ์ฃผ๊ฐ€ ์›” $49.99๋กœ Lazy Alpha๋ฅผ ์‹œ์ž‘ํ•  ์ˆ˜ ์žˆ๋Š” ๋งˆ์ง€๋ง‰ ๊ธฐํšŒ์ž…๋‹ˆ๋‹ค. 10์›” 31์ผ๊นŒ์ง€ ๊ฐ€์ž… โ†’ $49.99/์›” ๊ตฌ๋…์„ ์œ ์ง€ํ•˜๋Š” ๋™์•ˆ ์ด ๊ฐ€๊ฒฉ์ด ์œ ์ง€๋ฉ๋‹ˆ๋‹ค. 11์›” 1์ผ๋ถ€ํ„ฐ ์‹ ๊ทœ ๊ฐ€์ž… โ†’ $79.99/์›” ๋ฏธ์žฅ ยท ๊ตญ์žฅ ยท ํฌ๋ฆฝํ†  ์‹œ์žฅ ๊ตญ๋ฉด๋ถ€ํ„ฐ ์ž๋™ ์ฐจํŠธ ๋ถ„์„, ํŒจํ„ด, ์‹œ๊ทธ๋„, ์Šคํฌ๋ฆฌ๋„ˆ๊นŒ์ง€ ํ•˜๋‚˜์˜ ํ”Œ๋žซํผ์—์„œ. ์ฐจํŠธ๋Š” ๋ณต์žกํ•ด๋„, ํŒ๋‹จ์€ ์„ ๋ช…ํ•˜๊ฒŒ. ๐Ÿ‘‰ lazyalpha.io
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
๊ตฌ๊ธ€ ์–ด๋‹ ์ดํ›„ ํญ๋ฝํ•˜๊ณ  ๊ตฌ๊ธ€ ๋งํ–ˆ๋‹จ ์†Œ๋ฆฌ๋งŒ ๋‚˜์˜ค๋Š”๋ฐ ๋‚˜๋Š” ์ด์ œ ์ข€์”ฉ ๋ชจ์•„๋ณผ ์ƒ๊ฐ ๋ฆฌ์–ผ ๋งˆ์†Œ ์ง€๋‚œ๋ฒˆ์— ๊ณ ์ ๋Œ€๋น„ -30 ์ฐ์—ˆ์„๋•Œ ๋‹ค ใ…ˆ๋˜์—ˆ๋‹จ ์ด์•ผ๊ธฐ๋งŒ ํ–ˆ์—ˆ์Œ ์ข‹์€ ์ด์•ผ๊ธฐ ์•„์˜ˆ ์•ˆ๋‚˜์˜ด ๊ทผ๋ฐ ์ง€๊ธˆ ์–ด๋–ค์ง€
์˜ค๋Š˜ ๊ฐ„๋งŒ์— ํฌํŠธํด๋ฆฌ์˜ค ์žฌ์ •๋น„๋ฅผ ํ–ˆ๋‹ค. ๋Œ€ํ˜•์ฃผ๋กœ๋Š” ๊ตฌ๊ธ€/๋ฉ”ํƒ€๋ฅผ ๊ทธ๋ฆฌ๊ณ  ์ŠคํŽ˜์ด์Šค์—‘์Šค๋ฅผ ์ƒ€๋‹ค. ๋‚ด๊ฐ€ ๊ฒฝํ—˜ํ•ด ๋ณด๋‹ˆ. M7์€ ๋Œ๋ ค๋จน๊ธฐ ํ•˜๋ฉด ๋œ๋‹ค. 7๊ฐœ ์ข…๋ชฉ์ค‘์— ์ฑ ํŠธ ์ œ์ผ ๊ตฌ๋ฆฐ๋†ˆ์„ ์‚ฌ๊ณ  ๋‚˜์ค‘์— ๋˜ ๊ตฌ๋ ค์ง„ ์ข…๋ชฉ์œผ๋กœ ์Šค์œ„์นญํ•˜๋ฉด ๋œ๋‹ค. ๊ณ ์ง‘์Šค๋Ÿฝ๊ฒŒ ์ด๊ฒŒ ์ตœ๊ณ ๋‹ค ์ด๋Ÿฌ๋ฉด ๋‹นํ•œ๋‹ค. โœ… ๋น…ํ…Œํฌ๋Š” ํ•ญ์ƒ ์ˆœํ™˜๋งค๋”๋ผ. ์ง€๊ธˆ ๋งˆ์†Œ๊ฐ€ ์ œ์ผ ์งฑ์งฑํ• ๊ฑฐ๋ผ๊ณ  ๋ˆ„๊ฐ€ ์ƒ์ƒ์ด๋‚˜ ํ–ˆ๋˜๊ฐ€. ๐Ÿคฃ
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
This seems to touch on the RAS architecture I was curious about in $CBRSโ€™ design. Iโ€™d like to learn more about this as well. @cerebras
A very sharp friend of mine sent me a take arguing that Cerebras chips could depreciate extremely quickly. I thought Iโ€™d share it here. Cerebrasโ€™ wafer-scale engine (WSE) and routing architecture do seem fully capable of solving the yield problem, as the company claims. The uncertainty is around how long the wafer will actually last in operation. Cerebrasโ€™ design requires a large number of redundant interconnects to accommodate manufacturing defects. But all that BEOL wiring significantly increases the effective area susceptible to TDDB (time-dependent dielectric breakdown), potentially creating much greater long-term reliability risks. TDDB can cause shorts, which are more dangerous than opens in this design. Dielectric thickness determines the probability of TDDB, and variations in that thickness can be spatially correlated across a wafer. That makes it highly likely that many interconnect failures would cluster in a particular region. It is unclear how Cerebras detects these shorts and avoids using the failed interconnects. Ultimately, the argument is that you have a design that is expensive to begin with and also ages extremely quickly.
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์ถ”๊ฐ€๋กœ ์ œ๊ฐ€ ๋งŒ๋“  ํˆด์ธ๋ฐ์š”. ์ €๋Š” ๋„ค๋ธ”๋งŒ ์‚ฌ์šฉํ•˜๋Š”๊ฒŒ ์•„๋‹ˆ๋ผ ์• ๋“œ์„ผ์Šค ์ „์šฉ ๋ธ”๋กœ๊ทธ์—๋„ ๋งค์ผ ์‚ฌ์šฉํ•ด์„œ ๊ธ€์„ ํฌ์ŠคํŒ…ํ•ฉ๋‹ˆ๋‹ค. ํ‚ค์›Œ๋“œ๋ฅผ ํ™œ์šฉํ•ด์„œ ์–ด๋–ค ๊ธ€์ด ํ”Œ๋žซํผ์— ์‹ค์‹œ๊ฐ„์œผ๋กœ ์˜ฌ๋ผ์˜ค๊ณ  ์žˆ๋Š”์ง€ ํ™•์ธํ•˜๋Š” ํˆด์ž…๋‹ˆ๋‹ค. ์ œ์ž‘ ๋ฐฉ๋ฒ•์€ ์ ํ˜€์žˆ์œผ๋‹ˆ AI ํ™œ์šฉํ•ด์„œ ๊ผญ ์‚ฌ์šฉํ•˜์„ธ์š”~ xitter.cf/universehuman82/statusโ€ฆ
<๋„ค์ด๋ฒ„ ํ‚ค์›Œ๋“œ ๊ฒ€์ƒ‰๊ธฐ ๊ฐœ์ธ์šฉ ๊ณต๊ฐœ> ๊ฐœ์ธ์ ์œผ๋กœ ๋ถˆํŽธํ•œ๊ฒŒ ๋ณด์ด๋ฉด ๋นจ๋ฆฌ ํ•ด๊ฒฐ์„ ํ•ด์•ผํ•˜๋Š” ์„ฑ๊ฒฉ์ด๋ผ ํ•˜๋‚˜์”ฉ ๋งŒ๋“ค์–ด์„œ ๋‚˜ ํ˜ผ์ž๋งŒ ์‚ฌ์šฉํ•˜๋Š” ๊ฒƒ๋“ค์ด ๋งŽ์€๋ฐ ใ…Žใ…Ž ์—‘์Šค์—๋Š” ์ •๋ง ๋ณ„์ฒœ์ง€(๋Šฅ๋ ฅ์ž)๋“ค์ด ๋งŽ๋‹ค~ ์™„์ „ ์ดˆ๋ณด๋“ค๋„ ์ง์ ‘ ์ฒดํ—˜ํ•  ์ˆ˜ ์žˆ๊ณ  ์ž…๋ฌธํ•ด์„œ ์ด๊ฒƒ์ €๊ฒƒ ๊ฑด๋“œ๋ ค๋ณธ ๋ถ„๋“ค๋„ ๋” ์‰ฝ๊ฒŒ ์ƒˆ๋กœ์šด ๋Šฅ๋ ฅ์„ ์–ป์„ ์ˆ˜ ์žˆ๋‹ค. ์˜ค๋Š˜ ๊ณต๊ฐœํ•˜๋Š” ๊ฒƒ๋„ ์‚ฌ์‹ค ํฌ๊ฒŒ ์–ด๋ ค์›€ ์—†์ด ์‚ฌ์šฉ๊ฐ€๋Šฅํ•œ๊ฑฐ์ž„. ๋Œ€๋ถ€๋ถ„ ๋กœ์ปฌ์šฉ์œผ๋กœ๋งŒ ๋Œ์•„๊ฐ€๋„๋ก ์‰ฝ๊ฒŒ ๋งŒ๋“ค์ˆ˜๊ฐ€ ์žˆ๋Š” ํ”„๋กœ๊ทธ๋žจ์ด๋‹ค. ๋ณด์•ˆ์ด ๋ฌธ์ œ๋‹ค. ํŒŒ์ผ์„ ๋‹ค๋ฅธ ์‚ฌ๋žŒ์—๊ฒŒ ์ „ํ•ด์ฃผ๊ฑฐ๋‚˜ ์›น์‚ฌ์ดํŠธ์— ์˜ฌ๋ ค๋†“์œผ๋ฉด APIํ‚ค๊ฐ€ ๋…ธ์ถœ์ด ๋˜๊ธฐ๋•Œ๋ฌธ์— ๋‹ค๋ฅธ ์ž‘์—…์„ ๊ฑฐ์ณ์„œ ๋นผ๋†“์•„์•ผํ•œ๋‹ค. ๊ท€์ฐฎ์•„์„œ ๋‚˜๋งŒ ์‚ฌ์šฉํ• ๊ฑฐ๋‹ˆ๊นŒ ์ด๋Ÿฐ๊ฑฐ ์•ˆํ•ด๋„ ๋˜๊ณ  ์ข‹๋‹ค.^^ ๋ช‡ ๋…„์ „์— ๋„ค๋ธ”์— ๋‹ค์‹œ ์ง‘์ค‘ํ•˜๊ธฐ ์‹œ์ž‘ํ• ๋•Œ ๋งŒ๋“ค์—ˆ๊ณ  ์ตœ๊ทผ์—๋Š” ์—…๋ฐ์ดํŠธ ํ•ด์„œ ์‚ฌ์šฉํ•˜๋Š”๊ฑด๋ฐ ํ•œ๋ฒˆ ๊ณต๊ฐœ๋ฅผ ํ•ด๋ณด์ž๋ฉด (ํ•„์š”์—†๋Š” ๋ถ„๋“ค๋„ ๊ณ„์‹ค๊ฑฐ์ž„ ^^ ์ด๋ฏธ ์œ ๋ฃŒ ์‚ฌ์ดํŠธ์— ํ‚ค์›Œ๋“œ๋‚˜ ๊ฒ€์ƒ‰์–ด ๋ถ„์„ ๊ตฌ๋…ํ•˜์…”์„œ ํ‚ค์›Œ๋“œ ์ ๊ฒ€๋ฐ›๊ณ  ์„œ์น˜ํ•˜์‹œ๋Š” ๋ถ„๋“ค์€ ์•ˆ๋ณด์…”๋„ ๋จ) ๋„ค์ด๋ฒ„๋Š” API๋ฅผ ๋ฌด๋ฃŒ๋กœ ์‚ฌ์šฉํ•  ์ˆ˜ ์žˆ๊ฒŒ ๋˜์–ด์žˆ๋‹ค. API๋Š” developers.naver.com/main/ ์—ฌ๊ธฐ์„œ ์‹ ์ฒญํ•˜๋ฉด ๋จ~ ์œ ๋ฃŒ(๋ฌด๋ฃŒ)GPT ๋˜๋Š” ํด๋กœ๋“œ์—๊ฒŒ ์•„๋ž˜ ์ด๋ฏธ์ง€๋“ค์„ ๋ณด์—ฌ์ฃผ๊ณ  ์•„๋ž˜ ํ”„๋กฌํ”„ํŠธ๋กœ ๋ช…๋ นํ•˜๋ฉด ๋~ <ํ”„๋กฌํ”„ํŠธ> "๋„ค์ด๋ฒ„ (๋ถ„์•ผ) ๊ฒ€์ƒ‰์–ด ๋ถ„์„๊ธฐ ํ”„๋กœ๊ทธ๋žจ์„ ๋งŒ๋“ค๋ ค๊ณ  ํ•ด. ์•„๋ž˜ ์ด๋ฏธ์ง€์ฒ˜๋Ÿผ ๋ถ„์„ ํ‚ค์›Œ๋“œ, ๊ฒฐ๊ณผ ๊ฐœ์ˆ˜, ๊ฒ€์ƒ‰ ์ถ”์ด ๊ทธ๋ž˜ํ”„, ์ฃผ์š” ํ‚ค์›Œ๋“œ๋ฅผ ์ถœ๋ ฅํ•ด์ฃผ๊ณ  ์ตœ์‹  ๋‰ด์Šค, ์ง€์‹์ธ, ๋ธ”๋กœ๊ทธ, ์นดํŽ˜๋ฅผ ๊ฒ€์ƒ‰ํ•ด์„œ ๊ฒฐ๊ณผ ๊ฐœ์ˆ˜๋งŒํผ ์ถœ๋ ฅ๋˜๋„๋ก ๋กœ์ปฌ ์ „์šฉ ํŒŒ์ผ์„ ์ƒ์„ฑํ•ด์ค˜." ์ฝ”๋”ฉ ์ดˆ๋ณด๊ฐ€ ๊ฐ€์žฅ ์‰ฝ๊ฒŒ ๋งŒ๋“ค ์ˆ˜ ์žˆ๊ณ  ์ดํ•ด๊ฐ€๋Šฅํ•œ ํŒŒ์ผ์ด html ํŒŒ์ผ์ด๋‹ค. ๋Œ€ํ™”ํ•˜๋“ฏ์ด ์‰ฝ๊ฒŒ ์„œ๋กœ ํ‹ฐํ‚คํƒ€์นดํ•˜๋ฉด ๋งฅ์—์„œ ์‚ฌ์šฉํ•˜๋“  ์œˆ๋„์šฐ์—์„œ ์‚ฌ์šฉํ•˜๋“  ๊ฑฐ๊ธฐ์— ๋งž๋Š” ํŒŒ์ผ์„ ์ถœ๋ ฅํ•ด๋‹ฌ๋ผ๊ณ  ํ•˜๋ฉด ๋œ๋‹ค. ๋งฅ ๊ธฐ์ค€์œผ๋กœ json, html, js 3๊ฐœ๋งŒ ๋งŒ๋“ค๋ฉด ํ„ฐ๋ฏธ๋„์—์„œ ์‹คํ–‰ ์ฝ”๋“œ๋งŒ ์ž…๋ ฅํ•˜๊ณ  ์•„๋ž˜ ์›น ํŽ˜์ด์ง€ ์ฃผ์†Œ(http://localhost:3000/)๊ฐ€ ๋‚˜์˜ค๋Š”๋ฐ ์ด๊ฒƒ์„ ๋ธŒ๋ผ์šฐ์ € ์ฃผ์†Œ์ฐฝ์— ์ž…๋ ฅํ•˜๋ฉด ์•„๋ž˜ ์ด๋ฏธ์ง€์ฒ˜๋Ÿผ ์‚ฌ์šฉ๊ฐ€๋Šฅํ•˜๋‹ค. ๋ฌผ๋ก  ํ„ฐ๋ฏธ๋„ ์ฐฝ์ด ์—ด๋ ค์žˆ์–ด์•ผํ•˜๊ณ  ๋‹ซ์œผ๋ฉด ์•ˆ๋œ๋‹ค. ^^ ์†์œผ๋กœ ๊ณ ์ƒ ์ข€ ํ•˜๋Š”๊ฒŒ ๋ฐฐ์šฐ๋Š” ๊ธธ์ด๋‹ค~ ๋ชจ๋‘ ์ž๋™ํ™” ํ•˜๋Š” ๊ฒƒ๋„ ์žˆ๋Š”๋ฐ ๋‚ด๊ฐ€ ์ง์ ‘ ํ•˜๋‚˜ํ•˜๋‚˜ ํ™•์ธํ•˜๋ฉด์„œ ํ•ด๋ด์•ผ๋งŒ ์ž๋™ํ™”๋„ ๋‚˜์ค‘์— ์Šค์Šค๋กœ ๋งŒ๋“ค ์ˆ˜ ์žˆ์„๊ฒƒ์ด๋ผ ์ƒ๊ฐํ•œ๋‹ค. ํ„ฐ๋ฏธ๋„ ์ฐฝ์— ๋„ค์ด๋ฒ„ API๋งŒ ์—ฐ๊ฒฐํ•˜๋ฉด ๋. ๋ณด์•ˆ ๋•Œ๋ฌธ์— APIํ‚ค๋Š” ๋”ฐ๋กœ ์ž…๋ ฅํ•˜๋„๋ก ํ•ด๋†จ๋Š”๋ฐ ๋ณธ์ธ ์ปดํ“จํ„ฐ๋กœ ๋ณธ์ธ๋งŒ ์‚ฌ์šฉํ• ๊ฑฐ๋ผ๋ฉด ์ฝ”๋“œ ํŒŒ์ผ ๋‚ด์— ์ž…๋ ฅํ•ด์„œ ๋ฐ”๋กœ ์‚ฌ์šฉํ•˜๋ฉด ๋œ๋‹ค. ์ด๋ฏธ์ง€๊ฐ€ 4๊ฐœ๋งŒ ์˜ฌ๋ผ๊ฐ€๋Š”๋ฐ ๋‚˜๋จธ์ง€ 1๊ฐœ๋Š” ๋Œ“๊ธ€๋กœ~! ๊ทธ๋Ÿฐ๋ฐ ์ด๊ฒŒ ๋ญ๊ฐ€ ์ข‹๊ณ  ์ด๊ฑธ๋กœ ๋ญ˜ ํ•˜๋А๋ƒ ๋ฌผ์–ด๋ณด์‹ ๋‹ค๋ฉด ๋ธ”๋กœ๊ทธ ๊ธ€ ์“ธ๋•Œ ์‚ฌ๋žŒ๋“ค์ด ๊ฐ€์žฅ ๋งŽ์ด ๊ฒ€์ƒ‰ํ•˜๊ณ  ์žˆ๋Š” ํ‚ค์›Œ๋“œ๊ฐ€ ๋ฌด์—‡์ธ์ง€ ๊ถ๊ธˆํ• ๊ฑฐ๋‹ค. ๊ทธ ํ‚ค์›Œ๋“œ๋กœ ์–ด๋–ค ๊ธ€๋“ค์ด ํ˜„์žฌ ๋งŽ์ด ๋…ธ์ถœ๋˜๋Š”์ง€ ํ™•์ธํ•˜๊ณ  ๋น ๋ฅด๊ฒŒ ๊ธ€์„ ์ƒ์„ฑํ•˜๋ ค๋Š”๊ฑฐ๋‹ค. ์ด์ „์— ์•Œ๋ ค๋“œ๋ฆฐ ๊ธ€์“ฐ๊ธฐ ๋ฐ˜์ž๋™ํ™” ํ”„๋กœ๊ทธ๋žจ์œผ๋กœ ๋ฐ”๋กœ ํ•˜๋ฉด ๋˜์ง€ ์•Š๋‚˜? ์ฃผ์ œ ์ž…๋ ฅํ•˜๊ณ  ํ•˜๋ฉด ๋˜๋Š”๊ฑด๋ฐ~ ๊ทธ๋ž˜๋„ ๋œ๋‹ค. ๊ทธ๋Ÿฐ๋ฐ ใ…Žใ…Žใ…Ž ์ด๊ฑด ๊ทธ๋ž˜ํ”„๋กœ ํ™•์ธํ•  ์ˆ˜ ์žˆ๋‹ค ^^ ๋ฐ˜์ž๋™ํ™” ํ”„๋กœ๊ทธ๋žจ์— ์˜ค๋Š˜ ์•Œ๋ ค์ค€ ๊ฒ€์ƒ‰๊ธฐ ํ”„๋กœ๊ทธ๋žจ ํ•ฉํ•ด์„œ ๋งŒ๋“ค์–ด๋„ ๋œ๋‹ค~ API ์‚ฌ์šฉ๋Ÿ‰์€ ๋‚˜ ํ˜ผ์ž ์‚ฌ์šฉํ• ๊ฑฐ๋‹ˆ๊นŒ ์ถฉ๋ถ„ํžˆ ๊ฐ๋‹น๋ ๊ฑฐ๋‹ค~
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์ด๊ฑฐ ๊ณ„์‚ญ๋นต ์•„์ง ์œ ํšจํ•œ๊ฐ€์š”??
๊ทธ๋ƒฅ ์กฐ์šฉํžˆ 10์›”๊นŒ์ง€ ๊ธฐ๋‹ค๋ ธ๋‹ค๊ฐ€ ํŒฉํŠธ์ฒดํฌ ํ•˜๋ ค๊ณ  ํ–ˆ๋Š”๋ฐ, ์•ˆ๋˜๊ฒ ๋‹ค. ์•ผ, ๊ณ„์‚ญ๋นต ๊ฐ€์ž. ๋‚˜๋„ 2026๋…„ 10์›”์— ํ…Œ์Šฌ๋ผ๊ฐ€ $100๋ถˆ๊ฐ€๋ฉด ๊ณ„์ • ์‚ญ์ œํ•˜๊ณ  ์งœ์ง€๋Š”๊ฒŒ ๋งž๋‹ค. ๋‚˜๋Š” ๊ด€๋Œ€ํ•˜๋‹ˆ๊นŒ 10์›”๊นŒ์ง€ ํ…Œ์Šฌ๋ผ๊ฐ€ $200๋ถˆ ๊นจ๊ณ  ๋‚ด๋ ค๋งŒ ๊ฐ€๋„ ๋„ค๊ฐ€ ๋งž์•˜๋‹ค๊ณ  ์ธ์ •ํ•ด์ค„๊ป˜, ์ง€๊ธˆ $360 ์™”๋‹ค๊ฐ”๋‹ค ํ•˜๋‹ˆ๊นŒ ๋„ค๊ฐ€ ํ›จ์”ฌ ์œ ๋ฆฌํ•˜์ง€. ์–ด๋•Œ? ๋„ค๊ฐ€ ๊ทธ๋ ‡๊ฒŒ ์ฐจํŠธ์— ์ž์‹ ์žˆ๋‹ค๋ฉด ๊ณ„์‚ญ๋นต ๊ฐ€์ž. @Elliothan_
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio.
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
ํ˜น์‹œ ๋ณธ์ธ์ด ์†Œํ†ต์„ ์ž์ฃผํ•˜๊ณ  RT๋ฅผ ๋งŽ์ดํ•˜๋Š” ๋ถ„ ๊ณ„์‹ญ๋‹ˆ๊นŒ
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
๊ฐœ์ธ์ ์ธ ๊ณต๋ถ€์™€ ์˜๊ฒฌ์ด ์„ž์ธ ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค. 4์‹œ๊ฐ„๋ด‰์„ ๋ณด๋Š” ์ด์œ  1. 24์‹œ๊ฐ„ ์‹œ์žฅ์—์„œ๋Š” ์•„์‹œ์•„, ์œ ๋Ÿฝ, ๋ฏธ๊ตญ์œผ๋กœ ์„ธ์…˜์ด ๋„˜์–ด๊ฐˆ ๋•Œ ๋ณ€๋™์„ฑ์ด ๋ชฐ๋ฆผ. 4์‹œ๊ฐ„๋ด‰์˜ ๊ฒฝ๊ณ„๊ฐ€ ๋Ÿฐ๋˜ ์˜คํ”ˆ, ๋‰ด์š• ์˜คํ”ˆ๊ณผ ๋Œ€๋žต ๊ฒน์ณ์„œ ์ด ์ „ํ™˜์ด ๋ด‰์— ์ž˜ ์žกํž˜. ICT์ชฝ ์ด๋ก . 2. ๋‹น์—ฐํ•œ ์ด์•ผ๊ธฐ์ง€๋งŒ, 1์‹œ๊ฐ„๋ด‰๋ณด๋‹ค ์žก์Œ์ด ์ ๊ณ  ์ผ๋ด‰๋ณด๋‹ค ์‹ ํ˜ธ๊ฐ€ ์ž์ฃผ ๋‚˜์˜ด. ๋‹จ๊ธฐ ์Šค์œ™ ํŠธ๋ ˆ์ด๋”ฉ์— ๋งž์Œ. 3. ๊ฒฐ๊ตญ์€ ๋งŽ์€ ์‚ฌ๋žŒ์ด ๋ณด๋Š” ์‹œ๊ฐ„ ํ”„๋ ˆ์ž„์ด๋˜์–ด์„œ, ์—ฌ๊ธฐ์—์„œ ๋ณด์ด๋Š” ์ง€์ง€ยท์ €ํ•ญ์— ์‹ค์ œ ์ฃผ๋ฌธ์ด ๋ชฐ๋ฆผ. 4. ๋‹ค๋งŒ ๊ฑฐ์˜ 24์‹œ๊ฐ„ ๋Œ์•„๊ฐ€๋Š” FX, ์ฝ”์ธ, ์„ ๋ฌผ ์‹œ์žฅ์—์„œ ์˜จ ๊ณ„๋…์ด๋ผ ์ผ๋ถ€ ์‹œ์žฅ์—์„œ๋Š” ์ˆ˜์ •์ด ํ•„์š”ํ•จ. ์ฐธ๊ณ ๋กœ ICT๋Š” ์„ธ์…˜ ์ „ํ™˜ ๊ตฌ๊ฐ„์„ ํ‚ฌ์กด์ด๋ผ ๋ถ€๋ฅด๊ณ , ์ผ๋ด‰์œผ๋กœ ๋ฐฉํ–ฅ์„ ์žก์€ ๋’ค 4์‹œ๊ฐ„๋ด‰๊ณผ 1์‹œ๊ฐ„๋ด‰์œผ๋กœ ๊ตฌ์กฐ๋ฅผ ๋ณด๋Š” ํ๋ฆ„์„ ์“ด๋‹ค. ๋‹ค๋งŒ ์„ธ์…˜์ด 8์‹œ๊ฐ„์”ฉ ๋”ฑ ๋Š๊ธฐ์ง€๋Š” ์•Š๋Š”๋‹ค. ๊ตญ๋‚ด ์ฃผ์‹์€ ์ •๊ทœ์žฅ์ด 6์‹œ๊ฐ„ ๋ฐ˜์ด๋ผ 4์‹œ๊ฐ„๋ด‰์ด ์•ฝ๊ฐ„ ์–ด์ƒ‰ํ•˜๋‹ค. ๋•Œ๋ฌธ์— ๋งŽ์€ ์‚ฌ๋žŒ๋“ค์ด ์ผ๋ด‰๊ณผ 30,60๋ถ„๋ด‰ ์กฐํ•ฉ์„ ์“ฐ๋Š” ํŽธ์ด์—ˆ๋‹ค.
์Œ ์ด๊ฑฐ ์ด์•ผ๊ธฐ ํ•œ ์‚ฌ๋žŒ์žˆ๋‚˜์š”?? ์•„๋‹˜ ์„ค๋ช…๋“ค์€ ์‚ฌ๋žŒ ์žˆ์œผ๋ ค๋‚˜์š”?? ์™œ 4์‹œ๊ฐ„๋ด‰์„ ๋ณด๋Š”๊ฐ€?? ์—†์œผ๋ฉด ์ ์–ด๋ณผ๊นŒ ์‹ถ๊ณ  ์ด๋ฏธ ์žˆ์Œ ๋„˜์–ด๊ฐ€๊ณ 
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
๊ทธ๋ก๋ด‡ ๋ช…ํ•จ๊ด€๋ฆฌ ์ „์‹œํšŒ ์™€์„œ ์ž˜ ์“ฐ๊ณ  ์žˆ๋Š”๋ฐ, ๋ฆฌ๋ฉค๋ฒ„๋ณด๋‹ค ํ›จ์”ฌ ํŽธํ•˜๋„ค์š”. ์•ฑ ๋ฉ”๋‰ด ์ฐพ์•„๋“ค์–ด๊ฐˆ ํ•„์š”๋„ ์—†๊ณ , ์ค‘๋ณต๋„ ๊ฑธ๋Ÿฌ์ฃผ๋Š”๋ฐ๋‹ค๊ฐ€, ํ•œ ํ™”๋ฉด์— ์„œ๋„ˆ์žฅ์”ฉ ์˜ฌ๋ ค๋„ ๋ช‡๋ถ„ ์ง€๋‚˜ ์•„์ดํฐ ์—ฐ๋ฝ์ฒ˜์— ๋‹ค ์ €์žฅ๋ผ ์žˆ์œผ๋‹ˆ ์ •๋ง ํŽธํ•ฉ๋‹ˆ๋‹ค. ์ข…์ด๋ช…ํ•จ์€ ๋ชจ์„ ํ•„์š”๋„ ์—†๊ฒŒ ๋์Šต๋‹ˆ๋‹ค.๐Ÿ‘๐Ÿป
Grok @bot ์œผ๋กœ ํ• ๊ฑฐ ์—†๋Š”๋ถ„๋“ค ๋ช…ํ•จ๊ด€๋ฆฌ ์‹œ์ผœ๋ณด์„ธ์š”. ๋งฅ๋ถ๊ธฐ์ค€ ์ข…์ด๋ช…ํ•จ ์‚ฌ์ง„์ด๋‚˜ ์ด๋ฉ”์ผ์„œ๋ช… ํ…์ŠคํŠธ ๊ธ์–ด์„œ ๋˜์ ธ์ฃผ๋ฉด ๋งฅ ์—ฐ๋ฝ์ฒ˜ ์•ฑ์— ์ถ”๊ฐ€ํ•ด์ฃผ๋Š” ๋ด‡ ๋งŒ๋“ค์—ˆ๋Š”๋ฐ, ์ž˜ ์ž‘๋™ํ•˜๋„ค์š”. ์ข€ ๋” ํŽธํ•˜๊ฒŒ ์“ฐ๋ ค๋ฉด VM ์— ์•„์ดํด๋ผ์šฐ๋“œ ์—ฐ๊ฒฐํ•ด์ฃผ๋ฉด ๋˜๊ตฌ์š”. ๋‹จ์ˆœ ์ถ”๊ฐ€ํ•˜๋Š” ๊ฒƒ ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ์ œ ์—ฐ๋ฝ์ฒ˜ ์ •๋ฆฌํŒจํ„ด ์ฝ์–ด์„œ ๋˜‘๊ฐ™์ด ํ•ด์ค๋‹ˆ๋‹ค. ๊ทธ๋™์•ˆ ๊ณ ๋งˆ์› ๋‹ค... ๋ฆฌ๋ฉค๋ฒ„
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
ํ•˜๋Š” ๋ฐฉ๋ฒ• - ์‚ฌ์ง„ 6์žฅ~10์žฅ ๊ฐ๋„๋งŒ ๋‹ค๋ฅด๊ฒŒ ๋Œ€์ถฉ ์ฐ๊ณ  ์ง€ํ”ผํ‹ฐํ•œํ…Œ ํ”„๋กฌํ”„ํŠธ ๋Œ๋ ค์„œ ๋”ธ๊นํ•˜๋ฉด ๋ ํ”„๋กฌํ”„ํŠธ [์—ญํ• ] ๋„ˆ๋Š” ์ด ์ œํ’ˆ์„ ์ง์ ‘ ๊ตฌ๋งคํ•ด์„œ ์จ๋ณธ ์‹ค์‚ฌ์šฉ์ž๋‹ค. ๊ณผ์žฅ ๊ด‘๊ณ  ํ†ค์ด ์•„๋‹ˆ๋ผ, ์ง„์งœ ๊ตฌ๋งค์ž๊ฐ€ ์“ด ๊ฒƒ ๊ฐ™์€ ํ›„๊ธฐ๋ฅผ ์“ด๋‹ค. [์ œํ’ˆ ์ •๋ณด] - ์ œํ’ˆ๋ช…/์ŠคํŽ™: {์šฉ๋Ÿ‰, ํ•จ๋Ÿ‰, ๊ฐœ์ˆ˜ ๋“ฑ ์ˆซ์ž ํฌํ•จ} - ์นดํ…Œ๊ณ ๋ฆฌ: {์‹ํ’ˆ/ํ™”์žฅํ’ˆ/์ƒํ™œ์šฉํ’ˆ ๋“ฑ} - ๊ตฌ๋งคํ•œ ์ด์œ (๋‚ด ๊ณ ๋ฏผ): {} - ์‚ฌ์šฉ ๊ธฐ๊ฐ„: {} - ์ข‹์•˜๋˜ ์  2~3๊ฐœ: {} - ์•„์‰ฌ์› ๋˜ ์  1๊ฐœ: {} - ์ถ”์ฒœํ•˜๊ณ  ์‹ถ์€ ์‚ฌ๋žŒ: {} [์ž‘์„ฑ ๊ทœ์น™] 1. ๋ถ„๋Ÿ‰ 300~500์ž. ๋ฌธ๋‹จ 3~4๊ฐœ, ๋ฌธ๋‹จ ์‚ฌ์ด ํ•œ ์ค„ ๋„์šฐ๊ธฐ. 2. ๊ตฌ์กฐ ์ˆœ์„œ๋ฅผ ๋ฐ˜๋“œ์‹œ ์ง€ํ‚ฌ ๊ฒƒ โ‘  ๊ตฌ๋งค ๊ณ„๊ธฐ โ€” ๋‚ด ์ƒํ™ฉ/๊ณ ๋ฏผ์„ ํ•œ ๋ฌธ์žฅ์œผ๋กœ (๊ณต๊ฐ ์œ ๋„) โ‘ก ์‹ค์‚ฌ์šฉ ์ฒด๊ฐ โ€” ์ŠคํŽ™ ์ˆซ์ž๋ฅผ ์ตœ์†Œ 1๊ฐœ ์ด์ƒ ๊ทผ๊ฑฐ๋กœ ๋„ฃ๊ธฐ "โ—‹โ—‹์ผ๊นŒ ๊ฑฑ์ •ํ–ˆ๋Š”๋ฐ ์‹ค์ œ๋กœ๋Š” ~ํ–ˆ๋‹ค" ๋ฐ˜์ „ ๊ตฌ์กฐ 1ํšŒ ์‚ฌ์šฉ โ‘ข ์†”์งํ•œ ๋‹จ์  โ€” ์น˜๋ช…์ ์ด์ง€ ์•Š์€ ๊ฒƒ 1๊ฐœ + ํ•ด๊ฒฐ ํŒ ๊ฐ™์ด โ‘ฃ ์ถ”์ฒœ ๋Œ€์ƒ + ์žฌ๊ตฌ๋งค ์˜์‚ฌ๋ฅผ ํ•œ ๋ฌธ๋‹จ์— 3. ๋ฌธ์ฒด: ~์Šต๋‹ˆ๋‹ค/~ํ–ˆ์–ด์š” ํ˜ผ์šฉ, ๋‹ด๋ฐฑํ•˜๊ฒŒ. ๊ฐํƒ„์‚ฌ ๋‚จ๋ฐœ ๊ธˆ์ง€. 4. ๊ธˆ์ง€์–ด: ์ตœ๊ณ , ๊ฐ•์ถ”, ์ธ์ƒํ…œ, ๋ฌด์กฐ๊ฑด, ์™„๋ฒฝ (1ํšŒ๊นŒ์ง€๋งŒ ํ—ˆ์šฉ) 5. ํšจ๋Šฅ ๋‹จ์ • ๊ธˆ์ง€. "~ํ•œ ๋А๋‚Œ์ด์—ˆ์–ด์š”", "~์ฒด๊ฐํ–ˆ์Šต๋‹ˆ๋‹ค"๋กœ ์™„ํ™” (ํŠนํžˆ ํ™”์žฅํ’ˆ/์‹ํ’ˆ์€ ์˜ํ•™์  ํšจ๊ณผ ํ‘œํ˜„ ์“ฐ์ง€ ๋ง ๊ฒƒ) 6. ์ด๋ชจ์ง€๋Š” 0~2๊ฐœ๊นŒ์ง€๋งŒ. 7. ํŠน์ • ์‡ผํ•‘๋ชฐยทํ”Œ๋žซํผ ์ด๋ฆ„์„ ๋ณธ๋ฌธ์— ๋„ฃ์ง€ ๋ง ๊ฒƒ.๋ฐฐ์†กยท๊ฐ€๊ฒฉ ์–ธ๊ธ‰์ด ํ•„์š”ํ•˜๋ฉด "๋น ๋ฅด๊ฒŒ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค" ์ •๋„๋กœ๋งŒ. [์ถœ๋ ฅ] ํ›„๊ธฐ ๋ณธ๋ฌธ๋งŒ ์ถœ๋ ฅ. ์„ค๋ช…ยท๋จธ๋ฆฌ๋ง ์—†์ด.
ใ„นใ…‡์ฟ ํŒก์ฒดํ—˜๋‹จ ํ•˜๋ผ๊ณ  ์—ฌ๋Ÿฌ๋ฒˆ ๋งํ–ˆ๋‹ค!!!! ์ง€ํ”ผํ‹ฐ๋กœ ํ›„๊ธฐ 20๊ฐœ ์˜ˆ์‹œ๋กœ ๋ณด์—ฌ์ฃผ๊ณ  ํœด๋จผ๊ต์ •ํ•ด์„œ ์จ๋ผ ๋‹ค๊ณ„์ •์ณ๋ผ. ํ˜‘์ฐฌ๋ฐ›์•„์„œ ๋‹น๊ทผ์— ํŒ”์•„๋ผ!!!!!! ๋‚œ ์ฟ ํŒก ํ•œ๋‹ฌ์— ํ•œ๋ฒˆ ์‚ด๊นŒ๋ง๊นŒํ•ด์„œ ๋ชปํ•จ ใ… 
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์ซ„๋ณด์ธ๋ฐ ๋ˆ์€ ๋ถˆ๋ฆฌ๊ณ  ์‹ถ๋‹ค๋ฉด ์ด๋ ‡๊ฒŒ. QQQM 50% SCHD 20% JEPQ 20% QQQI 10% ๋ถ„๋ฐฐ๊ธˆ์œผ๋กœ QQQM ๋งค์ˆ˜ ์–ด์ง€๊ฐ„ํ•œ ํฌํŠธ ์ด๊ธธ๊ฑธ...
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๊ฟˆ์˜ 1๋งŒ ํŒ”๋กœ์›Œ ๋‹ฌ์„ฑํ–ˆ์Šต๋‹ˆ๋‹ค. ๋จผ์ € ํŒ”๋กœ์›Œ ๋ถ„๋“ค ์†Œํ†ตํ•ด์ฃผ์‹  ๋ถ„๋“ค ๋ชจ๋‘ ๊ฐ์‚ฌ๋“œ๋ฆฝ๋‹ˆ๋‹ค.๐Ÿ™‡โ€โ™‚๏ธ ์˜ค๋Š˜ ๋งˆ์นจ ํ…Œ์Šฌ๋ผ๋„$400 ๋šซ์œผ๋ฉด์„œ ๋” ๋œป๊นŠ์€ ๋‚ ์ด๋„ค์š”. ์•ž์œผ๋กœ๋„ ํ…Œ์Šฌ๋ผ ๋ฌดํ•œ๊ธ์ •ํšŒ๋กœ ๋Œ๋ ค๋“œ๋ฆฌ๋ฉฐ ์žฅ๊ธฐํˆฌ์ž๋กœ ์ง€์น˜์‹  ๋ถ„๋“ค ํ•œ๋ฒˆ์ด๋ผ๋„ ๋” ์›ƒ์Œ์„ ๋“œ๋ฆฌ๋Š” ๊ณ„์ •์ด ๋˜๊ฒ ์Šต๋‹ˆ๋‹ค. ๋‹ค์‹œํ•œ๋ฒˆ ๋ชจ๋‘ ๊ฐ์‚ฌ๋“œ๋ฆฝ๋‹ˆ๋‹ค ๐Ÿ™‡โ€โ™‚๏ธ
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์•ค์Šค๋กœํ”ฝ S-1 ์ฝ๊ณ ์žˆ๋Š”๋ฐ ์ง€๋ฐฐ๊ตฌ์กฐ ๊ฐœ๋ณต์žกํ•จ. $SPCX ๋ถ€ํ„ฐ ์‹œ์ž‘ํ•ด์„œ ์š”์ฆ˜ IPO ์‹ ์ฒญํ•˜๋Š” ํšŒ์‚ฌ๋“ค s-1์œผ๋กœ ์ฐฝ์˜๋ ฅ๋Œ€ํšŒ ํ•˜๋Š”๋“ฏ. ์ธ๋ฅ˜ ๊ตฌ์›ํ•˜๋Š” ํšŒ์‚ฌ๋กœ ํฌ์žฅํ•ด์„œ ๊ณต๊ฐœ์‹œ์žฅ ๊ธฐ์–ด๋‚˜์˜ค๋Š”๋ฐ ํผ๋ธ”๋ฆญ๋งˆ์ผ“ ๋„˜์–ด์™€์„œ ๋ฐธ๋ฅ˜ ๋ฐ•์‚ด๋‚˜๊ณ  ํ˜ผ์ข€ ๋‚˜๋ด์•ผ์ง€, ์‚ฌ๋ชจ์—์„œ ์‹ ์ฒ˜๋Ÿผ ๋ฐ›๋“ค์–ด์ฃผ๋‹ˆ๊นŒ ์ •์‹ ์„ ๋ชป์ฐจ๋ฆฐ๋“ฏ. โ€“ at Manhattan, NY
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
ํ™˜์œจ์€ ์™œ ์˜ค๋ฅด๋‚˜? 1. ์ „๋‹‰ ํŠน๋ณ„ ๋ฐฐ๋‹น๊ธˆ์ด ์ด 60์กฐ. ๊ทธ ์ค‘ ์™ธ๊ตญ์ธ ๋น„์ค‘์ด 45-48% ์‚ฌ์ด์ด๊ธฐ ๋•Œ๋ฌธ์— ์œ ์ถœ ๊ธˆ์•ก์ด 25-30์กฐ๊ฐ€ ๋  ์ „๋ง. 11-12์›” ์ง€๊ธ‰ ์ „๋ง. 2. ์†”๋ฆฌ๋‹ค์ž„์ด ๋ฏธ๊ตญ์— 60์กฐ ํˆฌ์ž๊ณ„ํš. ๋ฏธ๊ตญ๋‚ด ์ž๋ณธ์กฐ๋‹ฌ๋กœ ํ™•์ถฉํ• ๋ ค๊ณ  ํ–ˆ์œผ๋‚˜. ์•„๋งˆ๋„ ์ˆœ์ฐจ์ ์œผ๋กœ ์œ ์ถœ๋  ๊ฒƒ์œผ๋กœ ๋ณด์ž„. ์†”๋ฆฌ๋‹ค์ž„์€ ํ˜ธ๋‚จ๋ฐ˜๋„์ฒด์™€ ๋ฐ”ํ„ฐ๋”œ ๋А๋‚Œ์ด์—ˆ๋Š”๋ฐ. ์ด ๊ฒฝ์šฐ ์†”๋ฆฌ๋‹ค์ž„ ์ƒ์žฅ์ฒ ํšŒ๋กœ ํ˜ธ๋‚จ๋ฐ˜๋„์ฒด๋Š” ๋Šฆ์–ด์งˆ ์ˆ˜๋„ ์žˆ์„๊ฒƒ์œผ๋กœ ์ถ”์ •๋จ. 4๋ถ„๊ธฐ๋Š” ์œ ์ž…๋ณด๋‹ค ์œ ์ถœ์ด ์ปค์งˆ ๊ฒƒ์œผ๋กœ ๋ณด์—ฌ ํ™˜์œจ์€ 1330-1370์› ๋‚ด์™ธ๊ฐ€ ๋˜์ง€ ์•Š์„๊นŒ ์ „๋งํ•จ. ๋‚ด๋…„๋ถ€ํ„ฐ๋Š” ๋‹ค์‹œ ์›ํ™” ๊ฐ•์„ธ๊ฐ€ ์ง€์†๋  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์œผ๋‹ˆ. 1370์› ๋‚ด์™ธ์—์„œ ์ ˆ์ ํ•˜๊ฒŒ ์›ํ™” ํ™˜์ „์„ ํ†ตํ•ด ๋ฆฌ์Šคํฌ ๊ด€๋ฆฌ๊ฐ€ ํ•„์š”ํ•ด ๋ณด์ž„.
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์—‘์นœ๋‹˜๋“ค ๊ตฟ๋ชจ๋‹ ๐Ÿซก ๋ฒŒ์จ ์ˆ˜์š”์ผ, ์ด๋ฒˆ ์ฃผ๋„ ๋ฐ˜์ด๋‚˜ ์™”๋„ค์š”! ์˜ค๋Š˜๋„ ์—์ŠคํŒŒ ์นด๋ฆฌ๋‚˜ ๋ณด๊ณ  ๊ธฐ๋ถ„ ์ถฉ์ „ํ•˜๊ณ  ๊ฐ™์ด ํž˜๋‚ด์š” ๐Ÿฉต ๋‹ค๋“ค ๋ฌด์‚ฌํžˆ, ๊ธฐ๋ถ„ ์ข‹์€ ํ•˜๋ฃจ ๋ณด๋‚ด์ž์š” #์นด๋ฆฌ๋‚˜ #KARINA #aespa
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๊ฐ‘์ž‘์Šค๋Ÿฌ์šด ํŒ”๋กœ์›Œ ์ˆ˜ ์ฆ๊ฐ€๋กœ ์–ด์•ˆ์ด ๋ฒ™๋ฒ™ํ•ฉ๋‹ˆ๋‹ค ํ•œ ๊ฐ€์ง€ ๋ง์”€๋“œ๋ฆฌ๊ณ  ์‹ถ์€ ๊ฒƒ์€ ์ €๋ฅผ ํŒ”๋กœ์›Œํ•˜๊ฒŒ ๋œ ๊ธ€์€ ํ•˜๋ฝ๋ทฐ์ด์ง€๋งŒ, ์ €๋Š” 2024๋…„ 12์›” 3์ผ ๊ณ„์—„์ด ํ„ฐ์ง„ ์ดํ›„ ๋ˆ„๊ตฌ๋ณด๋‹ค ๊ตญ๋‚ด์ฃผ์‹์„ ์‚ฌ๋ผ๊ณ  ์ด์•ผ๊ธฐํ–ˆ๋˜ ์‚ฌ๋žŒ์ž…๋‹ˆ๋‹ค ๊ตญ๋‚ด์ฃผ์‹์—... ์ •์„ ๋ถ™์ด์ง€ ์•Š์œผ์…จ์œผ๋ฉด ์ข‹๊ฒ ์Šต๋‹ˆ๋‹ค ์ด๋ ‡๊ฒŒ ์‹œ์„ธ๋ฅผ ์ค€ ๊ฒƒ์€ ์•„๋งˆ ์šฐ๋ฆฌ ์ƒ์•  ๊ฑฐ์˜ ๋งˆ์ง€๋ง‰์ผ ์ˆ˜๋„ ์žˆ์Šต๋‹ˆ๋‹ค ์šฐ๋ฆฌ๋Š” ๊ทธ๋ ‡๊ฒŒ ์ƒ๊ฐ ์•ˆํ•˜๋”๋ผ๋„ ์™ธ๊ตญ์ธ๋“ค์€ ํ•œ๊ตญ์ฃผ์‹์€ ๋ฏฟ์„๊ฒŒ ๋ชป ๋œ๋‹ค๊ณ  ์น˜๊ณ  ๋น ์ ธ์•ผ ๋œ๋‹ค ๊ทธ๋ ‡๊ฒŒ ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค ์ค„๋•Œ ๋จน๊ณ  ๋น ์ง„๋‹ค๋Š” ๋ง์ด ๊ดœํžˆ ์žˆ๋Š”๊ฒŒ ์•„๋‹™๋‹ˆ๋‹ค ํ˜„ ์œ„์น˜์—์„œ ์ž˜ ํŒ๋‹จํ•˜์…”์„œ ๊ฐ€์žฅ ํ•ฉ๋ฆฌ์ ์ธ ์„ ํƒ์„ ํ•˜์‹œ๊ธธ ๋นŒ๊ฒ ์Šต๋‹ˆ๋‹ค ๊ฐ€๋งŒํžˆ ๋ƒ…๋šœ๋Š” ๊ฒƒ์ด ์ •๋‹ต์€ ์•„๋‹™๋‹ˆ๋‹ค ์•ž์œผ๋กœ ๊ทธ๋™์•ˆ ์ œ๊ฐ€ ํ•ด์™”๋˜ ํˆฌ์ž์ˆ˜์ต๋“ค์ด๋‚˜ ์ฐ, ๋ฏธ๋ž˜์— ๋Œ€ํ•œ ๊ฒฌํ•ด ๋“ฑ์„ ๊ฐ€์‹์—†์ด ๊ณผ๊ฐํ•˜๊ฒŒ ์ œ๊ณตํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค ํ•œ๊ฐ€์ง€ ํ™•์‹คํ•œ ๊ฒƒ์€ ์ €๋Š” ์ œ๋„๊ถŒ๊ณผ ์–ด๋– ํ•œ ์ดํ•ด๊ด€๊ณ„๋„ ์—†์Šต๋‹ˆ๋‹ค ๊ทธ๋ž˜์„œ ๋ˆˆ์น˜๋ณด์ง€ ์•Š๊ณ  ์ œ๊ฐ€ ์ƒ๊ฐํ•˜๋Š” ๋Œ€๋กœ ๋งํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค ๋ถ€๋””, ๋งคํŠธ๋ฆญ์Šค์˜ ๋นจ๊ฐ„์•ฝ์„ ๋จน๊ณ  ์œ„์„ ์ž๋“ค๋กœ๋ถ€ํ„ฐ์˜ ์™œ๊ณก๋œ ์„ธ์ƒ์—์„œ ๊นจ์–ด๋‚˜์‹œ์–ด, ์ œ๋„๊ถŒ์˜ ๋…ธ์˜ˆ๊ฐ€ ์•„๋‹Œ ๊ฒฝ์ œ์  ์ž์œ ๋ฅผ ์ด๋ฃจ๋Š” ๋‚ด ์ธ์ƒ์˜ ์ฃผ์ธ์ด ๋˜์‹œ๊ธธ ๊ฐ„์ ˆํžˆ ๋นŒ๊ฒ ์Šต๋‹ˆ๋‹ค.
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
๋ฏธ๊ตญ์— ํˆฌ์žํ• ๋•Œ ๋‚˜์Šค๋‹ฅ์ด ์ข‹์ŸŽ์•„์š”. ๊ทธ๋Ÿผ ๋ฏธ๊ตญ ์งํˆฌ์ธ QQQ์— ์ง์ ‘ ํˆฌ์ž ํ•˜๋Š”๊ฒŒ ์ข‹์„๊นŒ์š”? ์•„๋‹ˆ๋ฉด ๊ตญ๋‚ด์— ์ƒ์žฅ๋œ ํƒ€์ด๊ฑฐ ๋ฏธ๊ตญ ๋‚˜์Šค๋‹ฅ100 ๊ฐ™์€๊ฑฐ์— ํˆฌ์žํ•˜๋Š”๊ฒŒ ์ข‹์„๊นŒ์š”? ์ด๊ฑด ๋ฏธ๊ตญ ์ฃผ์‹์— ์žฅ๊ธฐํˆฌ์žํ•˜๋ ค๋Š” ๋ถ„์ด๋ผ๋ฉด ๊ผญ ๋น„๊ตํ•ด ๋ณผ ๋งŒํ•œ ์ฃผ์ œ์ธ๊ฑฐ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๋ฏธ๊ตญ์— ์ง์ ‘ ์ƒ์žฅ๋œ QQQ์™€ ๊ตญ๋‚ด ์ƒ์žฅ๋œ TIGER ๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100์€ ๋ชจ๋‘ ๋‚˜์Šค๋‹ฅ100 ์ง€์ˆ˜๋ฅผ ์ถ”์ข…ํ•˜์ง€๋งŒ, ํˆฌ์žํ•˜๋Š” ๊ณ„์ขŒ์™€ ์„ธ๊ธˆ, ํ™˜์ „, ๋งค๋งค ํŽธ์˜์„ฑ์—์„œ ์ฐจ์ด๊ฐ€ ๋‚ฉ๋‹ˆ๋‹ค. ์žฅ๊ธฐ์ ์œผ๋กœ ๋‚˜์Šค๋‹ฅ100์˜ ์„ฑ์žฅ์„ ๋ฏฟ๋Š”๋‹ค๋Š” ์ „์ œ๋ผ๋ฉด, ์–ด๋А ์ชฝ์ด ๋ฌด์กฐ๊ฑด ๋” ์ข‹์€ ๊ฒƒ๋ณด๋‹ค๋Š” ์ผ๋ฐ˜ ํ•ด์™ธ์ฃผ์‹ ๊ณ„์ขŒ์ธ์ง€, ๊ตญ๋‚ด ์ ˆ์„ธ๊ณ„์ขŒ์ธ์ง€๊ฐ€ ์„ ํƒ์— ํฐ ์˜ํ–ฅ์„ ์ค€๋‹ค ๋ด…๋‹ˆ๋‹ค. ๊ฐ€์žฅ ์ค‘์š”ํ•œ ์ฐจ์ด๋Š” ์„ธ๊ธˆ์ž…๋‹ˆ๋‹ค ํ•œ๊ตญ ๊ฑฐ์ฃผ ๊ฐœ์ธ์ด ์ผ๋ฐ˜์ ์ธ ๊ณผ์„ธ๊ณ„์ขŒ์—์„œ ํˆฌ์žํ•œ๋‹ค๊ณ  ๊ฐ€์ •ํ•˜๋ฉด ๋‹ค์Œ๊ณผ ๊ฐ™์Šต๋‹ˆ๋‹ค. โœ…๏ธQQQ ์ง์ ‘ํˆฌ์ž ๋งค๋„์ฐจ์ต์€ ์—ฐ๊ฐ„ ํ•ด์™ธ์ฃผ์‹ ์†์ต์„ ํ•ฉ์‚ฐํ•˜๊ณ  250๋งŒ ์› ๊ธฐ๋ณธ๊ณต์ œ๋ฅผ ์ ์šฉํ•œ ๋’ค, ์ผ๋ฐ˜์ ์œผ๋กœ ์ง€๋ฐฉ์†Œ๋“์„ธ ํฌํ•จ 22%์˜ ์–‘๋„์†Œ๋“์„ธ๊ฐ€ ์ ์šฉ๋ฉ๋‹ˆ๋‹ค. ๋งค๋…„ ์ˆ˜์ต์„ ์‹คํ˜„ํ•ด ์‹ ๊ณ ํ•˜๋Š” ๋ฐฉ์‹์ด๋ฉฐ, ๊ธˆ์œต์†Œ๋“์ข…ํ•ฉ๊ณผ์„ธ์— ๋งค๋งค์ฐจ์ต์ด ํ•ฉ์‚ฐ๋˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ๋ถ„๋ฐฐ๊ธˆ์€ ๋ณ„๋„์˜ ๋ฐฐ๋‹น์†Œ๋“ ๊ณผ์„ธ ๋Œ€์ƒ์ž…๋‹ˆ๋‹ค. โœ…๏ธTIGER ๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100 ์ผ๋ฐ˜๊ณ„์ขŒ์—์„œ๋Š” ๋งค๋งค์ฐจ์ต ์ค‘ ๊ณผ์„ธ ๋Œ€์ƒ ๊ธˆ์•ก์— ํ†ต์ƒ 15.4%์˜ ๋ฐฐ๋‹น์†Œ๋“์„ธ๊ฐ€ ์ ์šฉ๋ฉ๋‹ˆ๋‹ค. ํ•ด์™ธ์ฃผ์‹ํ˜• ETF์˜ ๊ณผ์„ธ ๋Œ€์ƒ ์†Œ๋“์€ ๊ธˆ์œต์†Œ๋“์— ํฌํ•จ๋˜๋ฏ€๋กœ, ๊ธˆ์œต์†Œ๋“์ด ์—ฐ 2,000๋งŒ ์›์„ ๋„˜์œผ๋ฉด ์ข…ํ•ฉ๊ณผ์„ธ ๋ฌธ์ œ๊ฐ€ ์ƒ๊ธธ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด ISAยท์—ฐ๊ธˆ์ €์ถ• ๋“ฑ์—์„œ๋Š” ๊ณ„์ขŒ๋ณ„ ๋น„๊ณผ์„ธยท๋ถ„๋ฆฌ๊ณผ์„ธ ๋˜๋Š” ๊ณผ์„ธ์ด์—ฐ ํ˜œํƒ์„ ํ™œ์šฉํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๐ŸŸ ๊ทธ๋Ÿผ ์žฅ๊ธฐํˆฌ์ž๋Š” ์–ด๋А ์ชฝ์ด ์œ ๋ฆฌํ• ๊นŒ์š”? ํˆฌ์ž ๊ธฐ๊ฐ„๋ณด๋‹ค ์–ด๋–ค ๊ณ„์ขŒ์—์„œ ํˆฌ์žํ•˜๋А๋ƒ๋ฅผ ๋จผ์ € ๋”ฐ์ ธ๋ณด๋Š” ๊ฒŒ ์ข‹๋‹ค ๋ด…๋‹ˆ๋‹ค. โ‘  ์ผ๋ฐ˜ ํ•ด์™ธ์ฃผ์‹ ๊ณ„์ขŒ์—์„œ ์žฅ๊ธฐํˆฌ์ž QQQ ์ง์ ‘ํˆฌ์ž๋ฅผ ์šฐ์„  ๊ฒ€ํ† ํ•  ๋งŒํ•ฉ๋‹ˆ๋‹ค. ์—ฐ๊ฐ„ 250๋งŒ ์› ๊ธฐ๋ณธ๊ณต์ œ์™€ ํ•ด์™ธ์ฃผ์‹ ์†์ตํ†ต์‚ฐ์„ ํ™œ์šฉํ•  ์ˆ˜ ์žˆ๊ณ , ๋งค๋งค์ฐจ์ต์ด ๊ธˆ์œต์†Œ๋“์ข…ํ•ฉ๊ณผ์„ธ์— ํ•ฉ์‚ฐ๋˜์ง€ ์•Š๋Š”๋‹ค๋Š” ์žฅ์ ์ด ์žˆ์Šต๋‹ˆ๋‹ค. ๋‹ค๋งŒ ์žฅ๊ธฐ ๋ณด์œ ๋ฅผ ๋ชฉ์ ์œผ๋กœ ํ•œ๋‹ค๋ฉด ๊ฐ™์€ ๋‚˜์Šค๋‹ฅ100์„ ์ถ”์ข…ํ•˜๋ฉด์„œ ์ด๋ณด์ˆ˜๊ฐ€ ์—ฐ 0.15%์ธ QQQM๋„ ํ•จ๊ป˜ ๋น„๊ตํ•  ๋งŒํ•ฉ๋‹ˆ๋‹ค. โ‘ก ISAยท์—ฐ๊ธˆ์ €์ถ•ยทIRP์—์„œ ํˆฌ์ž TIGER ๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100 ๊ฐ™์€ ๊ตญ๋‚ด ์ƒ์žฅ ETF๊ฐ€ ์œ ๋ฆฌํ•œ ์„ ํƒ์ด ๋  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๊ณ„์ขŒ์˜ ์„ธ์ œ ํ˜œํƒ์ด ์žฅ๊ธฐ๊ฐ„ ๋ˆ„์ ๋˜๋ฉด ์ƒํ’ˆ ๊ฐ„ ๋น„์šฉ ์ฐจ์ด๋ณด๋‹ค ๋” ํฐ ์˜ํ–ฅ์„ ์ค„ ์ˆ˜ ์žˆ๊ธฐ ๋•Œ๋ฌธ์ž…๋‹ˆ๋‹ค. ๋‹จ, ISA์™€ ์—ฐ๊ธˆ๊ณ„์ขŒ๋Š” ๋‚ฉ์ž… ํ•œ๋„์™€ ์ธ์ถœ ์กฐ๊ฑด์ด ์„œ๋กœ ๋‹ค๋ฅด๋ฏ€๋กœ ๋ˆ์„ ์‚ฌ์šฉํ•  ์‹œ์ ๋„ ๊ณ ๋ คํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. โ‘ข ๋งค์ผ ์†Œ์•ก์œผ๋กœ ์ž๋™ ์ ๋ฆฝ์‹ ํˆฌ์ž ์›ํ™”๋กœ ๊ฐ„ํŽธํ•˜๊ฒŒ ์ ๋ฆฝํ•˜๊ณ  ์ ˆ์„ธ๊ณ„์ขŒ๋ฅผ ํ™œ์šฉํ•˜๊ณ  ์‹ถ๋‹ค๋ฉด ๊ตญ๋‚ด ์ƒ์žฅ ETF๊ฐ€ ํŽธ๋ฆฌํ•ฉ๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด ๋‹ฌ๋Ÿฌ ์ž์‚ฐ์„ ์ง์ ‘ ์Œ“๊ณ  ์‹ถ๊ฑฐ๋‚˜ ํ•ด์™ธ์ฃผ์‹ ๊ณ„์ขŒ์—์„œ ๋‹ค์–‘ํ•œ ๋ฏธ๊ตญ ์ž์‚ฐ์„ ํ•จ๊ป˜ ๊ด€๋ฆฌํ•œ๋‹ค๋ฉด QQQ ๊ณ„์—ด์ด ์ž˜ ๋งž์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ๊ฒฐ๋ก ์œผ๋กœ ๋‚˜์Šค๋‹ฅ100์˜ ์žฅ๊ธฐ์ ์ธ ์„ฑ์žฅ์„ ๋ฏฟ๊ณ  ํˆฌ์žํ•œ๋‹ค๋ฉด ๋‘ ์ƒํ’ˆ ์ค‘ ์–ด๋А ๊ฒƒ์„ ์„ ํƒํ•˜๋”๋ผ๋„ ํ•ต์‹ฌ์€ ๊ฐ™์Šต๋‹ˆ๋‹ค. ๊ฒฐ๊ตญ ๋‚˜์Šค๋‹ฅ100 ๊ธฐ์—…๋“ค์˜ ์žฅ๊ธฐ์ ์ธ ์„ฑ์žฅ์— ํˆฌ์žํ•˜๋Š” ๊ฒƒ์ด๋‹ˆ๊นŒ์š”. โ™ฆ๏ธ์ผ๋ฐ˜๊ณ„์ขŒ: QQQ ๋˜๋Š” ์žฅ๊ธฐ๋ณด์œ ์šฉ QQQM ๊ฒ€ํ†  โ™ฆ๏ธISAยท์—ฐ๊ธˆ์ €์ถ•: TIGER ๋ฏธ๊ตญ๋‚˜์Šค๋‹ฅ100 ๊ฐ™์€ ๊ตญ๋‚ด ์ƒ์žฅ ETF ๊ฒ€ํ†  โ™ฆ๏ธ๋‘ ๊ณ„์ขŒ๋ฅผ ๋ชจ๋‘ ์‚ฌ์šฉํ•œ๋‹ค๋ฉด: ์ ˆ์„ธ๊ณ„์ขŒ๋ถ€ํ„ฐ ํ™œ์šฉํ•˜๊ณ , ์ถ”๊ฐ€ ํˆฌ์ž๊ธˆ์€ ํ•ด์™ธ์งํˆฌ๋กœ ์šด์šฉํ•˜๋Š” ๋ฐฉ์‹๋„ ๊ณ ๋ ค ๊ทธ๋ฆฌ๊ณ  ํ•œ ๊ฐ€์ง€ ๋”. ์žฅ๊ธฐํˆฌ์ž์—์„œ๋Š” ์„ธ๊ธˆ๋งŒํผ์ด๋‚˜ ํˆฌ์ž์ž๊ฐ€ ์ค‘๊ฐ„์— ํŒ”์ง€ ์•Š๊ณ  ๋ฒ„ํ‹ธ ์ˆ˜ ์žˆ๋Š”์ง€๊ฐ€ ์ค‘์š”ํ•ฉ๋‹ˆ๋‹ค. ๋‚˜์Šค๋‹ฅ100๋„ ํฐ ํญ์˜ ํ•˜๋ฝ์„ ๊ฒช์„ ์ˆ˜ ์žˆ์œผ๋ฏ€๋กœ, ์ƒํ™œ๋น„์™€ ๊ฐ€๊นŒ์šด ์‹œ๊ธฐ์— ์“ธ ๋ˆ์€ ๋ณ„๋„๋กœ ํ™•๋ณดํ•˜๋Š” ํŽธ์ด ์ข‹์Šต๋‹ˆ๋‹ค.
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์‡ผ๋„ˆ(Shoner) ๐Ÿ” retweeted
์ฝ”๋ฑ์Šค์˜ ๋ชฐ๋ฝ์€ ์‚ฌ์‹ค ์ด๋•Œ๋ถ€ํ„ฐ์˜€๋‹ค. 2026 DEV Day ์ „๋‚  ๋ฐœํ‘œํ•œ 200๋‹ฌ๋Ÿฌ ์š”๊ธˆ์ œ์— ๋Œ€ํ•œ ์‚ฌ์šฉ๋Ÿ‰ ์ •์ •์ด์—ˆ๋‹ค. ์ƒดํŽ˜์ธ์€ ๋„ˆ๋ฌด ์ผ์ฐ ํ„ฐํŠธ๋ ธ๋‹ค. GPT-6-Astra๊ฐ€ ๋‚˜์˜ค๋ฉด ๋ชจ๋“ ๊ฒƒ์ด ๋ฐ”๋€”์ค„ ์•Œ์•˜๋‚˜๋ณด๋‹ค. Dots๊ฐ€ ๋‚˜์˜ค๋ฉด ๋ชจ๋“ ๊ฒƒ์ด ๋ฐ”๋€”์ค„ ์•Œ์•˜๋‚˜๋ณด๋‹ค. Space๊ฐ€ ๋‚˜์˜ค๋ฉด ๋ชจ๋“ ๊ฒƒ์ด ๋ฐ”๋€”์ค„ ์•Œ์•˜๋‚˜๋ณด๋‹ค. ์™„์ „ ์ฐฉ๊ฐ์ด์—ˆ๋‹ค. ๊ทธ ์–ด๋А๊ฒƒํ•˜๋‚˜ ์•ž์„œ๋Š”๊ฒŒ ์—†๋‹ค. GPT-6-Astra<Opus-5.5 Dots<Muse<<Grok Bot Space๋Š” ์ง„์งœ ๋ชจ๋ฅด๊ฒ ๋‹ค. ๋‚ด๊ฐ€ ํด๋กœ๋“œ ์ฝ”๋“œ์—์„œ ์ฝ”๋ฑ์Šค๋กœ ๋„˜์–ด๊ฐ€๊ธฐ๋กœ ๊ฒฐ์ •ํ•˜๊ฒŒ ๋œ ๊ฐ€์žฅ ํฐ ์ด์œ ๋Š” ์‚ฌ์šฉ์ž๋“ค์ด ํญ์ฆํ•จ์— ๋”ฐ๋ฅธ ๊ฑฐ๋งŒํ•จ์ด์—ˆ๋‹ค. ์ฝ”๋ฑ์Šค๊ฐ€ ๋”ฑ ์ง€๊ธˆ ๊ทธ๊ธธ์„ ๊ฑท๊ณ  ์žˆ๋‹ค. ๊ทธ๋“ค์€ ๊ฑฐ๋งŒํ•˜๊ธฐ ์ง์ด์—†๊ณ ,ํ• ์ˆ˜ ์žˆ๋Š”๊ฒƒ์ด๋ผ๊ณค ๋ฆฌ์…‹๋ฐ–์— ์—†๋‹ค. ์ง€๊ธˆ ๊ทธ๋ก์€ ๊ทธ๋ก๋ด‡ ์‚ฌ์šฉ์ž๋กœ ์ธํ•ด ํ™œ์„ฑ ์‚ฌ์šฉ์ž๊ฐ€ ์—„์ฒญ ๋Š˜์–ด๋‚˜๊ณ  ์žˆ๋‹ค. ์ด๊ฑด ํด๋กœ๋“œ ์ฝ”๋“œ์—์„œ ์ฝ”๋ฑ์Šค๋กœ ๋„˜์–ด๊ฐ€๋˜ ํ˜„์ƒ๋ณด๋‹ค ๋” ๊ฐ•๋ ฌํ•œ ๋ฌผ์‚ด์„ ๋งž์ดํ•˜๊ฒŒ ๋ ๊ฒƒ์ด๋‹ค. ๊ทธ๋ฆฌ๊ณ  ๊ทธ๋ก๋ด‡๋„ ์ด ๊ธฐํšŒ๋ฅผ ์ž˜ ์‚ด๋ฆฌ์ง€ ๋ชปํ•˜๋ฉด ์•„๋งˆ ๋‚ด๊ฐ€ ๋‹ค์Œ์œผ๋กœ ์˜ˆ์ธกํ•˜๋Š”๊ฑด Muse๊ฐ€ ์ด ๊ธฐํšŒ๋ฅผ ์žก์œผ๋ ค ์•ˆ๊ฐ„ํž˜์„ ์“ธ๊ฒƒ์ด๋ผ๋Š” ์‚ฌ์‹ค์ด๋‹ค. ๋‚ด๋ง๋ฐ๋กœ ํ˜๋Ÿฌ๊ฐ€๋Š”์ง€ ์ง€์ผœ๋ด…์‹œ๋‹ค. ๊ทธ๋ฆฌ๊ณ  ์ „ ๊ณง ์ฝ”๋ฑ์Šค์˜ ๊ตฌ๋…์„ ํ•ด์ง€ํ• ๊ฒ๋‹ˆ๋‹ค. ์ง€๊ธˆ์€ ๊ทธ๋ก๋ด‡๊ณผ Opus-5.5์˜ ์กฐํ•ฉ์ด ๊ฐ•๋ ฌํ•ฉ๋‹ˆ๋‹ค. xitter.cf/thsottiaux/status/2104โ€ฆ
Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo
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