因果推理 10-07

人脑的功耗是20w gpu功效250w 单卡 集群*1w张

识别关系：> 是偏序关系 ├─ 提取元素：{a, b, c} └─ 建立图：a→b→c（有向边=大于） 2. 推理： ├─ 传递性：a>b AND b>c ⟹ a>c ├─ 查询：a大于谁？ └─ 遍历图：a的后继节点 = {b, c} 3. 答案： └─ a > b, a > c

  • 理解”大于”的数学含义（传递性、反对称性）
  • ✓ 可以处理从未见过的变形
  • ✓ 计算量：O(n) 遍历，不需要10亿参数
  • 简单链：a>b>c (baseline) 2. 长链：a>b>…>z (测试扩展性) 3. 复杂图：a>b, a>c, b>d, c>d (测试推理) 4. 反事实：给定a>b，如果b>a会怎样？ 5. 未见过的关系：定义新关系@，性质..

world model

Marie Curie

Short-Term Memory, STM

Long-Term Memory, LTM

zero hallucination

“When loading and perceiving the world model, it will tell you if it doesn’t know

Structure and Symbols: a stable C++ template system, lightweight and Sublime-compatible, without reliance on heavy IDEs.”

Billing is function-count based on edge structures, not on tokens, liberating structural scalability from token limits.”

A2.5 Stage (Upgraded): Chief Architect

Core Objective: To “sweep” all current coding tools on the market (e.g., CodeX, Claude code, Cursor).

Key Capabilities and Functions:

1. System-Level “World Model”

  • Capability Description: Possesses the ability to process a context of tens of millions of Tokens, enabling the complete and holistic analysis of complex projects containing hundreds of thousands of lines of code in a single pass.
  • Technical Advantage: Our “graph-structured” world model, with its graph traversal inference process, is “not heavily reliant on GPUs.” This means we can achieve a more profound analysis on extremely low-cost cloud servers (such as the L4 ) than competitors can on expensive clusters.

2. Cross-Domain “Integration” Capability

  • Capability Description: The AI’s “brain” must contain a first-principles understanding of a complete application stack. This is a mandatory capability for the A2.5 stage, which includes:
    • Network Protocols: Understanding the internal logic of communication protocols such as HTTP/2, gRPC, and WebSocket.
    • Encoding Formats: Understanding the structure of data interchange formats like JSON, Protocol Buffers, and FlatBuffers.
    • Databases: Understanding SQL queries, database schemas, and the principles of Object-Relational Mapping (ORM).

3. Preliminary “Reverse Engineering” Capability

  • Capability Description: To understand a complete “engineering project,” the AI cannot only look at source code. It must begin to understand compiled, source-unavailable “black boxes.”
  • Specific Functions: At the A2.5 stage, the AI needs to be able to:
    • Read and understand a .h header file to infer the interface and functionality of a closed-source .dll or .so library.
    • Perform preliminary pattern recognition and structural inference on simple binary data formats.

The meaning of 100% autonomous creation.”

2026 q1 10-04

交易china

bili bidu

交易尾部风险

区域银行的尾部，泡沫估值的尾部

交易痛苦估值

例如特斯拉 痛苦的估值 470-410

交易宏观波动

gold sliver dax nik225

交易人工智能

soun nvda amd mdb orcl wdc ———– energy oil natural gas

明年100% 电力资源会不够

做好准备

ai robots cool 0926

We are very close to the era of physical robots