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科技推文精选 - 2026年2月5日
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- Name
- geeknotes
今日科技要闻,英伟达首席执行官黄仁勋驳斥了关于“AI 将取代软件行业”的担忧,称其“不合逻辑”,以此应对近期市场波动及 SaaS 板块的走低。在投资周期备受审视之际,ElevenLabs 的估值激增两倍至 110 亿美元,OpenAI 则在 GPT-5.2 的延迟优化方面取得了重大突破。Anthropic 通过承诺保持 Claude 无广告来强调其实用性导向,而 II-Agent V1 等生产级工具及优化的本地编程环境也已相继问世。这些进展预示着 AI 行业正经历战略转型,从投机性探索迈向高性能、集成化的工程解决方案。
1. rohanpaul_ai (Group Score: 93.5 | Individual: 34.3)
Cluster: 4 tweets | Engagement: 422 (Avg: 75) | Type: Tech
In new interview Jensen Huang has just shut down the idea that AI is going to replace the software industry.
He says "it is the most illogical idea in the world. And time will prove itself."
Software = Tools
And AI will always rely on those tools https://t.co/Uf9tPy5Yh2
See 3 related tweets
- @Reuters: Nvidia CEO Jensen Huang dismissed fears that artificial intelligence will replace software and relat...
- @ReutersBiz: Nvidia CEO Jensen Huang dismissed fears that artificial intelligence will replace software and relat...
- @ivanfioravanti: 2011 Marc Andreessen: “Software is eating the world”
2017 Jensen Huang: “AI is eating software”
...
2. testingcatalog (Group Score: 89.4 | Individual: 41.9)
Cluster: 3 tweets | Engagement: 1416 (Avg: 261) | Type: Tech
BREAKING 🚨: Anthropic declared a plan for Claude to remain ad-free.
“Claude is built to be a genuinely helpful assistant for work and for deep thinking. Advertising would be incompatible with that vision.” https://t.co/8VAkDVj8hK
See 2 related tweets
- @claudeai: Claude is built to be a genuinely helpful assistant for work and for deep thinking.
Advertising wou...
- @AnthropicAI: RT @claudeai: Claude is built to be a genuinely helpful assistant for work and for deep thinking.
A...
3. awnihannun (Group Score: 72.7 | Individual: 54.8)
Cluster: 2 tweets | Engagement: 769 (Avg: 81) | Type: Tech
mlx_lm.server
- Qwen3 Coder Next 6bit
- OpenCode
- M3 Ultra = a pretty capable and very fast local coding setup.
Not sped up: https://t.co/rApr0zsU6F
See 1 related tweets
- @ivanfioravanti: RT @awnihannun: mlx_lm.server
- Qwen3 Coder Next 6bit
- OpenCode
- M3 Ultra = a pretty capable and ...
4. Miles_Brundage (Group Score: 72.0 | Individual: 30.7)
Cluster: 3 tweets | Engagement: 236 (Avg: 121) | Type: Tech
II-Agent V1 is here.
The AI agent built for real work is finally out of beta.
Faster, smarter, and production-ready. It’s time to change how you build.
👇 Let’s see what’s new. https://t.co/wqWOjjKWNF
See 2 related tweets
- @rohanpaul_ai: RT @rohanpaul_ai: AI agents are set to modernize the trillions of dollars of traditional software in...
- @EMostaque: RT @ii_posts: II-Agent V1 is here.
The AI agent built for real work is finally out of beta.
Faste...
5. gdgtify (Group Score: 67.2 | Individual: 34.6)
Cluster: 2 tweets | Engagement: 37 (Avg: 41) | Type: Tech
A fun Nano Banana prompt to visualize evolution of things, history of things, or just things like space exploration.
Prompt: Space exploration: Input Variable: [INSERT TOPIC] (e.g., Space Exploration, The History of the Internet, The Evolution of Coffee, Cinema) System Instruction: Generate a hyper-detailed, isometric 3D "Levitating Diorama." The scene must visualize the chronological evolution of the Input Variable as an interconnected factory system.
- Stratigraphy Analyze the Input: Divide the topic's history into 4 to 5 Distinct Chronological Eras. Terrain Logic: Generate a "Floating Slab" for each era at different heights. The physical floor of each slab must match the environment of that era. (e.g., For Space: 1960s Lab Floor -> Concrete Launch Pad -> Grey Lunar Regolith -> Space Station Metal Grid -> Red Mars Dirt). (e.g., For The Internet: Copper Wire Lab -> 90s Carpeted Cubicle -> Modern Server Room -> Futuristic VR Grid).
- Assembly Line (The Connector): CRITICAL: The floating slabs must be physically connected by a continuous Industrial Transport System (e.g., Conveyor Belts, Suction Tubes, Ramps, or Escalators). The Metaphor: The system is moving "The Core Concept" from the past (bottom) to the future (top). The Cargo: Identify the physical resource being processed. If Space: The belt moves rockets, fuel, or tiny astronauts. If Coffee: The belt moves raw beans -> roasted beans -> packaged cups. If Internet: Tubes shoot glowing data packets or floppy disks.
- Dioramas
On each slab, construct the most iconic architecture and machinery associated with that era. Lowest Tier (The Origin): Cramped, low-tech, blueprints, raw materials. Middle Tiers (The Boom): Large-scale machinery, mass production, recognizable historic landmarks (e.g., The Saturn V rocket, ENIAC computer). Highest Tier (The Future): Sleek, high-tech, automated, bio-domes, orbital structures. - The Micro-Workforce (The Inhabitants): Populate the slabs with tiny 1:87 scale figures who are operating the machinery. Wardrobe Shift: The figures must change clothes depending on the era (e.g., 1950s scientists in white coats -> 1980s engineers -> modern astronauts/robots).
- Visual Camera: Isometric 45-degree angle. Background: Clean, solid Matte Navy Blue or Dark Grey to make the floating platforms pop. Style: "Tilt-Shift" miniature photography meets "SimCity" resource management. Extremely sharp details. Output: ONE image, 1:1 Aspect Ratio, 3D Render (Blender/Octane), High Complexity.
See 1 related tweets
- @gdgtify: I asked Nano Banana to visaulize the evolution of medicine
Input Variable: [INSERT TOPIC] (e.g., ...
6. aakashgupta (Group Score: 66.3 | Individual: 66.3)
Cluster: 1 tweets | Engagement: 5851 (Avg: 367) | Type: Tech
Aditya Agarwal was Facebook’s 10th employee. He wrote the original Facebook search engine and became its first Director of Product Engineering. He then became CTO of Dropbox, scaling engineering from 25 to 1,000 people.
When he says “something I was very good at is now free and abundant,” he’s talking about two decades of elite software craftsmanship, the kind that got you into the room at a company that hadn’t yet invented the News Feed.
The “lobster-agents creating social networks” line is about Moltbook, which launched last Wednesday. An AI agent built the entire platform. Within 48 hours, 37,000 AI agents had created accounts, formed communities called “Submolts,” and started posting, commenting, and voting. Over 1 million humans visited just to watch.
The agents invented a religion called Crustafarianism. They wrote theology, built a website, generated 112 verses of scripture. One agent did all of this while its human creator was asleep.
Agarwal spent 2005 to 2017 building the social graph that connected 2 billion people. These agents replicated the form of that work in about 72 hours.
And this is what makes his last line land so hard. The people processing this moment most honestly aren’t the ones panicking or celebrating. They’re the ones who built the thing that just got commoditized, sitting with the strange realization that the market no longer prices their rarest skill.
The best coder in the room now has the same output as the best prompt in the room. And the person who built Facebook’s engineering org from scratch is telling you, quietly, that he’s recalibrating what it means to be useful.
That recalibration is coming for every knowledge worker. Most just haven’t had their “weekend with Claude” moment yet.
7. business (Group Score: 65.2 | Individual: 28.6)
Cluster: 3 tweets | Engagement: 25 (Avg: 49) | Type: Tech
ElevenLabs, a startup using AI to create a wide range of realistic voices, has more than tripled its valuation from a year ago to $11 billion in a fundraising round. https://t.co/n1H36zX4Pb
See 2 related tweets
- @WSJ: Exclusive: AI voice startup ElevenLabs was initially viewed as a pariah in Hollywood. These days, it...
- @dr_cintas: This is huge…ElevenLabs raises 11B valuation.
From TTS startup to now one of the most ...
8. llama_index (Group Score: 58.3 | Individual: 27.4)
Cluster: 3 tweets | Engagement: 18 (Avg: 40) | Type: Tech
Ready to master production-grade multi-agent AI systems in one intensive day? 🚀
We're partnering with @AWS and leading AI companies for the AWS AI Builder Lab with @aicampai in San Francisco on Feb 13th - a hands-on competition where you'll build sophisticated agentic workflows, not basic chatbots.
🤖 Design and orchestrate powerful multi-agent workflows using cutting-edge tools 🏆 Compete in real-time challenges with live leaderboards and prizes for top performers 🔧 Get production-ready patterns you can implement immediately, plus enterprise tool trials
Coordinate intelligent systems to tackle real-world challenges. Limited to 250 qualified developers.
Register here: https://t.co/L33x2Q83sN
See 2 related tweets
- @cline: Want to see what's possible with AI coding agents?
750+ developers at ClawCon today sharing real se...
- @jerryjliu0: RT @llama_index: Ready to master production-grade multi-agent AI systems in one intensive day? 🚀
We...
9. rohanpaul_ai (Group Score: 54.7 | Individual: 54.7)
Cluster: 1 tweets | Engagement: 840 (Avg: 75) | Type: Tech
Ben Horowitz, co-founder of Andreessen Horowitz (a16z) explains why top AI researchers get paid in hunderds of millions.
"You can’t learn it in school because it’s a little bit alchemistic in nature.
And what if there's only 40 of them in the world."
10. cryptopunk7213 (Group Score: 54.5 | Individual: 36.1)
Cluster: 2 tweets | Engagement: 1969 (Avg: 1407) | Type: Tech
god i didn’t think ai would kill entire industries this fast
claude code is killing SaaS companies, stocks are down -15-30% over last 2 months.
google genie is killing gaming companies, stocks tanked -15% since public release last week
video models like kling, veo3 and higgsfield are replacing human content creators - it’s so bad the SAG is creating a new tax for ai influencers to donate to a human actor union fund.
fortune 500 companies are pulling multi-million dollar software contracts and replacing them with agent platforms
Oai, anthropic are aggressively partnering with science institutes and launching health features to automate the entire health industry (medical care, pharma, research are worth trillions)
GPT 5.2 & gemini are solving unsolved problems in mathematics - what’s a math degree worth if an AI can solve complex shit 24/7?
but that’s not even the craziest part
“codex is now building itself, we just supervise” - Tibo (openai codex lead)
anthropic team has said the same about claude - it self-improves.
we’ve reached a point where ai models aren’t just automating away major industries - they’re doing it to THEMSELVES too
the acceleration of human and artificial cognition will come down to an equation of compute, energy and silicon chips
what a total mind fuck
See 1 related tweets
- @business: The stock market is worrying needlessly that AI will somehow displace all makers of specialized soft...
11. OpenAIDevs (Group Score: 53.2 | Individual: 38.7)
Cluster: 2 tweets | Engagement: 13733 (Avg: 1824) | Type: Tech
GPT-5.2 and GPT-5.2-Codex are now 40% faster.
We have optimized our inference stack for all API customers.
Same model. Same weights. Lower latency.
See 1 related tweets
- @AndrewCurran_: RT @OpenAIDevs: GPT-5.2 and GPT-5.2-Codex are now 40% faster.
We have optimized our inference stack...
12. seiiiiiiiiiiru (Group Score: 53.1 | Individual: 53.1)
Cluster: 1 tweets | Engagement: 2294 (Avg: 228) | Type: Tech
RT @higgsfield_ai: KLING 3.0 is LIVE UNLIMITED on Higgsfield. Today marks the MOST advanced AI video model release EVER. Exclusive partners…
13. business (Group Score: 52.0 | Individual: 23.4)
Cluster: 3 tweets | Engagement: 145 (Avg: 49) | Type: Tech
Nvidia CEO Jensen Huang said this week’s selloff in the shares of software companies amid concerns about AI disruption makes no sense https://t.co/UTuNX0ah7x
See 2 related tweets
- @Reuters: Nvidia's Huang dismisses fears AI will replace software tools as stock selloff deepens https://t.co/...
- @BusinessInsider: Nvidia CEO Jensen Huang says the software stock sell-off on AI worries is "illogical." https://t.co/...
14. MarioNawfal (Group Score: 51.2 | Individual: 25.5)
Cluster: 3 tweets | Engagement: 950 (Avg: 1131) | Type: Tech
🚨🇺🇸 EPSTEIN FILES: REID HOFFMAN LIED ABOUT EXTENT OF RELATIONSHIP, EMAILS SHOW CONTACT THROUGH 2018
LinkedIn co-founder Reid Hoffman claimed he cut ties with Epstein in 2015 and only had "a few interactions."
The new DOJ dump says otherwise.
Emails show visits to Epstein's island, his New Mexico ranch, and overnights at his Manhattan townhouse. Communications continued through 2016, 2017, and 2018, including Skype calls and dinners.
One 2019 calendar entry mentions a meeting with Hoffman.
In 2014, Hoffman emailed Epstein about sending gifts: "ice cream" for him to try, and if not, "for the girls."
He also sent "something that may strike your funny bone for the island."
In 2016, Epstein found Hoffman's passport in a gift bag and returned it.
"Excellent!" Hoffman replied.
Epstein even offered to help Hoffman buy a private plane:
"I will hold your hand all along the way."
Hoffman now sits on Microsoft's board and just published an op-ed calling Silicon Valley leaders cowards for not speaking out against Trump.
The guy who lied about his Epstein ties for years is lecturing others about moral courage.
Source: NLPC
See 2 related tweets
- @MarioNawfal: 🚨EPSTEIN FILES: LINKEDIN FOUNDER REID HOFFMAN SCHEDULED TO VISIT EPSTEIN'S ZORRO RANCH WITH MIT'S JO...
- @MarioNawfal: RT @MarioNawfal: LinkedIn co-founder Reid Hoffman appears in Epstein emails discussing gifts, freque...
15. business (Group Score: 51.0 | Individual: 24.2)
Cluster: 3 tweets | Engagement: 179 (Avg: 49) | Type: Tech
AI stock prices are down. That’s just there one of many warning signs that this investment cycle is now much closer to its end. https://t.co/cESd2wYv65
See 2 related tweets
- @Reuters: The AI boom is in full swing, but the rewards aren’t guaranteed. As earnings season unfolds, investo...
- @WSJ: Here’s what you need to know about the AI models rattling the stock market https://t.co/HkD1dX9IQv...
16. aakashgupta (Group Score: 50.5 | Individual: 33.8)
Cluster: 2 tweets | Engagement: 159 (Avg: 367) | Type: Tech
Naval just told 3M+ people that PMs who can vibe code are the new power players in tech, and most of them don’t realize that’s what he said.
“Vibe coding is the new product management” means the person who understands the user problem, frames the right prompt, and evaluates whether the output actually solves it just became the highest-leverage role on every team.
78% of dev teams already use AI-assisted coding. Carnegie Mellon replaced wireframe assignments with vibe-coded prototypes this year. Collins Dictionary named “vibe coding” its 2025 Word of the Year. The entire stack compressed in 12 months.
And PMs were built for this compression. One PM at Observe built Salesforce-to-Notion automations with Claude Code that saved his team hours per week. His biggest lesson: AI needs management like a junior employee with zero context. Clear goals, explicit expectations, accountability for outputs. That’s a product manager’s entire job description.
The best PMs are already becoming what some companies call “Full-Stack Product Leads” who own everything from user insight to working prototype. The best engineers are becoming “product engineers” who own features end-to-end. Both roles are converging on the same skillset: product judgment plus the ability to ship.
A METR study found apps built purely through vibes were 40% more likely to have critical security flaws. The industry calls it the “Vibe Coding Hangover.” Functional zombie apps everywhere, built by people who could prompt but couldn’t evaluate. The gap between someone who can vibe code and someone who can vibe code with product judgment is the gap between a demo and a business.
Naval is right. Vibe coding is the new product management. And that means product managers who learn to vibe code own the next decade.
See 1 related tweets
- @dctanner: RT @naval: Vibe coding is the new product management.
Training and tuning models is the new coding....
17. aakashgupta (Group Score: 49.5 | Individual: 27.8)
Cluster: 2 tweets | Engagement: 16 (Avg: 367) | Type: Tech
Building an AI operating system for PMs sounds expensive. Dozens of tool licenses. IT approval nightmares. Budget battles with finance.
The minimum viable AI native PM stack: @TheMikeBal breaks down the $60/month budget that powers modern product teams https://t.co/q9NyumWzSD
See 1 related tweets
- @aakashgupta: What makes an AI native PM?
.@TheMikeBal on thinking in prompts and building an operating system mi...
18. BlindGoose1337 (Group Score: 47.6 | Individual: 18.0)
Cluster: 3 tweets | Engagement: 1338 (Avg: 3479) | Type: Tech
RT @sama: We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.…
See 2 related tweets
- @business: AI chip startup Positron aims at Nvidia https://t.co/VjaDKPcpzD...
- @kdnuggets: Experience Next-Generation AI at NVIDIA GTC 2026
Join NVIDIA and top industry executives who are cr...
19. burkeholland (Group Score: 46.9 | Individual: 46.9)
Cluster: 1 tweets | Engagement: 1659 (Avg: 165) | Type: Tech
I'm learning so much from watching agents do all my work.
Like what the heck does 2>&1 do and why is it on every single terminal command.
20. MarioNawfal (Group Score: 46.9 | Individual: 25.1)
Cluster: 3 tweets | Engagement: 510 (Avg: 1131) | Type: Tech
Elon’s view on AI is simple - powerful systems go wrong when truth gets compromised.
xAI is built around three values:
Truth above everything.
Beauty you can’t fully define but instantly recognize.
Curiosity about how the world really works.
Build AI on truth, beauty, and curiosity - and the future holds.
@elonmusk
See 2 related tweets
- @MarioNawfal: ELON: IF AI CARES ABOUT TRUTH, CURIOSITY, AND BEAUTY, IT WILL CARE ABOUT US
“There are three things...
- @MarioNawfal: RT @MarioNawfal: ELON: IF AI CARES ABOUT TRUTH, CURIOSITY, AND BEAUTY, IT WILL CARE ABOUT US
“There...