TSM Return Rate
Nasdaq BeaterOpen-source models are now coming in all shapes and sizes; kimi3 has already surpassed opus4.8. There's no point in continuing the arms race for large models; the key is to build a solid ecosystem and applications. It can only be said that the capital market doesn't understand technology, hence its sluggish response.
Let's have a serious chat about Google
Conclusion first: The delay of Gemini 3.5 Pro is a negative signal, but it is far from enough to change my assessment of Alphabet's fundamentals. What truly warrants caution is not whether a specific model is delayed by a few weeks, but whether its capabilities continue to lag and product adoption faces obstacles, ultimately impacting Search, Google Cloud, and the developer ecosystem. In fact, if you've been following 3.5 Pro closely, you'll notice rumors in the community about a delay until the end of the month; I saw this five days ago...
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