20240226:
早晨醒来,很神奇的是中断的梦境还记得一些,梦见我们要出门。天气是真的冷啊。这种大起大落的气温已经变成了常态,除了本来就有冻雨的湖北,今天苏州也出现了因为冻雨的大面积汽车相撞。早晨进行30分钟的冥想现在已经没有什么压力了,还略微有点期待,但是晚上进行冥想还是有点难。晚上想要实行那个10x的睡眠准备真的需要很大的毅力。
一个神奇的事情是,实况2024突然就突破了。本来只是随便拿起来玩玩,顺便把巴乔和里杰卡尔德钱下来,结果发现在阵型里选择调整战术风格会一下子把原来怎么都调整不过来的球员数值调整过来。整个球队的数值一下从2737变成了3170,好像球员在场上也发挥得更舒服自然了。于是试试打排位赛,连续升级,试试打最难的ai,也比较顺利,感觉就是自己的练习达到了一定的阶段,一下子就都突破了。当然选择阵型和战术这一块是长时间不知道怎么弄,突然运气好搞定了,但是还是要有很多时间累积才能找到这个关键点。一下子,舒畅好多。
晚上和SY贤伉俪去ZJ饭店吃饭,这是我连续两天晚饭在这家饭店,绝了。主题还是恭喜他们获得小棉袄,点的菜也非常好,有一个腊猪蹄特别赞,下次还是要来试试。和M总喝了两个小白酒,又喝了一瓶红酒,感觉略略有点多,酒还是要少喝。回家查了一下,这家饭店还非常嚣张地不接受外卖。
A股市场全天行情不愠不火,收盘的时候还非常意外地下跌了,重新落到3000点下方。看来士气并没有凝聚起来,国家队手稍微松一下就秃噜回去了。和日本股市的气势如虹比起来就热别扎眼,新任证监会主席今天一定压力山大。
市场不好除了资金面的问题以外,还有给力的经济政策配合。中央经济委员会召开第四次会议,大家都在期待国家放大招,结果发出来的是大规模设备更新和有效降低物流成本。这就比较扯了,这种政策出来会提振经济?那中央的政策也太容易制定了。现在的情况是无论你出什么政策,大家都不会明确骂娘了,只是用脚投票。
美股晚上开盘的时候整体还是比较颓废,但是拼多多,特斯拉,coinbase这些都涨幅很大,尤其是coinbase可以说突然就跳起来了,我借着酒劲查了一下,也没看到什么新闻利好。
Crypto市场继续上涨,不过今天的重点转到了二饼上,二饼大涨,大饼没怎么动。其他的山寨也有的有反应有的没有,铭文一片沉寂。这个市场配合美股coinbase的大涨,看着就很不正常。
在酒精的作用下,晚上睡的不好,一个是很容易陷入浅睡眠,另一个就是会让神经神兴奋,不想睡觉。在玩实况足球的同时我听了一下樊登读书,听到了一个讲癌症的书,书中把癌症的发病原理归结到进行一种对细胞的杀灭,同时又没有完全杀死,之后剩下的细胞被迫进行癌变。比如吸烟就是烟雾让大量的细胞挂掉,但是还剩下一些没死的,就开始癌变;喝酒也是一样;喝很热的饮料也是一样。这个理论说的我豁然贯通,很多之前不太理解的事情都想清楚了。还是要在每一个层面、每一个纬度保持身体的健康,用系统的角度就可以理解身体的运作原理以及癌症为什么出现了就不好控制。
还在读《二战股市风云录》、《周四推理俱乐部》、《1000小时》。在比较疲惫的时候看了看黄金神威的B站解读,还挺治愈的。二战股市风云录确实好看,让我有点想要重温《对冲基金风云录》。不过花了一些时间在游戏上,读书的时间就被压缩了一些。另外得到上的课程还是要看的,重新加回得到的时间。在看完香帅的资产配置课程上,终于看到了真实的数据,去年我国其实实行的是超预期的紧缩政策,而美国实行的是超预期的宽松政策,这一正一反就差了好几个身位的差距,一下子就体现在资产价格喝士气上了。更可怕的是现在我们这边也没有正确的反馈。
记录的话:
李笑来:所以我只是说人脑的新皮质喝大模型都符合Scaling Law,这意味着,历史上唯一可以和这次科技革命相比的就是第一次工业革命。因为第一次工业革命做到了把人类的体力放大了很多倍,毕竟再强壮的人,也做不到火车能做的事情。而这一次的大模型革命,意味着它将把人类的智能放大很多倍,未来我们会看到,即使再聪明的人,也做不到未来的大模型能做的事情。
曾鸣:如何才能做到有远见(vision)呢?有方法,但是没有捷径,都是常识。无非是三条原则:你能看到多远的过去,就能看到多远的未来;你要去最前沿的地方游泳,才能比别人更早的感受到变化,春江水暖鸭先知;你比别人想的多,在模拟未来方面花的时间更长,就更有可能有远见。
李笑来学英语,租了房子,19层,每天花费14个小时以上的时间学英语。一周下一次楼,买吃的,每次下楼觉得看到的东西都很大。这样持续了4个月时间。这真的是死磕,敢于在短时间内投入大量的时间拿下结果,简单粗暴,真了不起。总时间投入14*120=1680小时。做一件事情,只要方法得当,短时间持续投入1000小时,基本上都可以搞定。
拿破仑:在战争中,就像在卖淫业一样,业务爱好者经常要胜过专业人士。
大藏经:譬如有人,于金器藏中,常观于金体,不睹众相。虽睹众相,亦是一金。既不为相所感,即离分别。常观金体,无有虚谬。喻彼真人,亦复如是。
冯唐:为什么我可以干一行成一行,第一,要有求胜的野心;第二,要有一些安定从容的气势;第三,要耐烦。
20240226:
Waking up in the morning, it was quite miraculous that I still remembered parts of my interrupted dream, where we were about to go out. The weather was truly cold. The dramatic fluctuations in temperature have become the norm now. Besides Hubei, which already experiences freezing rain, today Suzhou also witnessed a large-scale car collision due to freezing rain. My 30-minute morning meditation now feels stress-free, even slightly anticipated, though meditating at night remains challenging. Implementing that 10x sleep preparation at night really requires a lot of willpower.
An amazing thing happened; suddenly, PES 2024 broke through. Initially just playing casually and intending to bring down Baggio and Rijkaard, I discovered that adjusting the tactical style in the formation settings suddenly corrected player stats that seemed impossible to adjust before. The team's value jumped from 2737 to 3170, and it seemed like the players performed more comfortably and naturally on the field. So, I tried playing in ranked matches and leveled up continuously, even playing against the hardest AI smoothly. It felt like my practice had reached a certain stage and suddenly everything clicked. Of course, choosing formations and tactics was something I struggled with for a long time and just happened to get lucky with, but it still required a lot of time to find this key point. Suddenly, I felt much more relaxed.
In the evening, SY and I went to ZJ Restaurant for dinner, marking my second consecutive dinner at this place, which is unbelievable. The theme was to congratulate them on their new baby. The dishes we ordered were excellent, especially the smoked pig's trotter, which I must try again next time. After drinking two shots of Baijiu with Mr. M and a bottle of red wine, I felt it was slightly excessive; it's better to drink less. Checking later, this restaurant boldly does not accept takeout orders.
The A-share market was lukewarm throughout the day and surprisingly fell at the close, dropping below 3000 points again. It seems morale has not solidified, and the national team's slight relaxation led to a quick pullback. Compared to the spirited Japanese stock market, the difference is stark. The new chairman of the Securities Regulatory Commission must be under tremendous pressure today.
Besides issues with liquidity, the market's poor performance also concerns the lack of robust economic policies. The Central Economic Committee held its fourth meeting, with everyone hoping for a significant move from the government. However, the announcement focused on massive equipment updates and effectively reducing logistics costs. This seems questionable; how can such policies stimulate the economy? It appears too easy to devise such central policies. Currently, regardless of the policy, people won't explicitly complain but will "vote with their feet."
The US stock market was somewhat depressed at the opening, but companies like Pinduoduo, Tesla, and Coinbase saw significant gains, especially Coinbase, which surged unexpectedly. After a bit of research, fueled by alcohol, I didn't find any particular good news.
The crypto market continued to rise, but today's focus shifted to Ethereum, which saw a significant increase, while Bitcoin remained relatively stable. Other altcoins showed mixed reactions, with the NFT market remaining quiet. This market movement, coupled with Coinbase's surge, seemed quite abnormal.
Alcohol affected my sleep; it led to shallow sleep and made me too excited to want to sleep. While playing PES football, I listened to a Fan Deng book talk, which discussed the causation theory of cancer. It explained that cancer results from cell destruction that does not completely kill the cells, forcing the remaining cells to mutate. This theory made a lot of previously unclear things make sense to me. It's essential to maintain health at every level and dimension, viewing it from a systemic perspective to understand the body's operations and why cancer is hard to control once it appears.
I'm still reading "The World War II Stock Market," "The Thursday Murder Club," and "1000 Hours." During tired moments, I watched a healing analysis of "Golden Kamuy" on Bilibili. "The World War II Stock Market" is fascinating, making me consider revisiting "Hedge Fund Wars." However, spending time on games has cut into my reading time. I also need to catch up on courses on Dedao, having reintegrated Dedao into my schedule. After finishing Xiang Shuai's asset allocation course, I finally saw real data showing that our country implemented an unexpectedly tight policy last year, whereas the US adopted an unexpectedly loose policy. The stark difference is immediately evident in asset prices and morale. More alarmingly, we are not receiving accurate feedback now.
Regarding insights:
Li Xiaolai: So, I'm just saying that the human neocortex and large models both follow the Scaling Law, which means that the only historical event comparable to this technological revolution is the First Industrial Revolution. It amplified human physical strength by many folds, as even the strongest person could not achieve what a train can do. This big model revolution means it will amplify human intelligence by many folds, and we will see that even the smartest person cannot do what future large models can do.
Zeng Ming: How can one have foresight (vision)? There are methods but no shortcuts, all common sense. It boils down to three principles: the further back you can see, the further forward you can foresee; you must swim at the forefront to feel the changes earlier than others, as the proverb goes, "The duck knows first when the spring river becomes warm"; the more you think and the more time you spend simulating the future, the more likely you are to have foresight.
Li Xiaolai rented an apartment on the 19th floor to study English, spending over 14 hours a day on it. He only went downstairs once a week to buy food, each time feeling that everything he saw was significant. This continued for four months. It's truly admirable to dare to invest a large amount of time in the short term to achieve results, a blunt but effective approach. The total time invested was 14*120=1680 hours. For any task, as long as the method is correct, a continuous short-term investment of 1000 hours can generally solve it.
Napoleon: In war, as in prostitution, enthusiasts often outperform professionals.
The Great Buddhist Scriptures: Like a person who constantly observes the essence of gold in a gold storage, not seeing the various forms. Even if he sees the forms, it is still the same gold. Not being influenced by the forms, he remains detached. Constantly observing the essence of gold, there is no error. Likewise, a true person does the same.
Feng Tang: Why can I succeed in any field I enter? First, one must have the ambition to win; second, one must possess a certain calm and composed demeanor; third, one must be patient.
