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SpaceX Q3 AI业务大爆发、收入暴增830%,利润碾压预期,资本支出近200亿|财报见闻

三季度,SpaceX总营收同比增161%至近146亿美元,净利润44亿,分别较分析师预期高14%和134%,资本支出较营收高逾三成、基本符合预期;云服务、收购Cursor和Grok应用增长推动AI业务超级智能(SI)收入增至75.6亿美元,首次成为公司最大收入源,较预期高20%,业务资本支出164亿、占总支出84%;互联业务收入同比增69%,星链用户增至1360万;航天业务收入增6%,星舰首次贡献收入,但研发投入继续拖累,业务运营亏损700万美元。财报后,股价盘后转涨,一度…

Battle Drones - a vibe coded RTS with audio-based multiplayer

My latest vibe coded game experiment is a Command & Conquer style RTS (Real Time Strategy) game called Battle Drones ( play it here ). Unlike my previous experiments , this one is actually fun to play . I'm somewhat embarrassed to admit th…

ChatGPT now lets you lock your chats

The company says the feature is designed for situations where users might be discussing something personal or planning a surprise and want to keep those conversations private when handing their device to friends or family to show them some…

Workflow context for AI agents with Smartsheet MCP on AWS

The Smartsheet Model Context Protocol (MCP) Server lets AI agents read, update, and act on live data. This post shows two ways to connect it on AWS: Amazon Quick for business teams and Kiro for developers, so your agents can work with Smar…

华尔街机构纷纷对外部AI智能体设限,戴蒙:客户授权后须自担责任

①嘉信理财近日表示正拦截未授权的外部AI智能体,拟开放受控通道,只允许智能体查询信息、不能转账; ②摩根大通、花旗、美国银行也限制AI智能体访问客户账户,戴蒙提醒客户授权后须自担责任; ③阿波罗首席经济学家警告AI理财助手或引发“挤兑”,富国银行CEO认为担忧被夸大。