Nickname: Enterpr1se, also known as "企企" . Since childhood, has been a fan of Star Trek -- 星空奇遇記. Currently, a blogger whose posts are rarely read XDD
Hong Kong
Joined August 2008
- Tweets56.5K
- Following656
- Followers1.5K
- Likes1.8K
![[I/AN/PC/Mac互通] 傳奇商店 Shop Titans 模擬經營+育成](https://pbs.twimg.com/card_img/2117491875535831040/bnHOkOV8?format=png&name=386x202)
Enterpr1se retweeted
Grok @bot 重置后的额度估算出来了。
这个是 100 刀的套餐 Super。
2 亿 token 对 20%，所以就是一周 10 亿。
砍额度之前是 12.5 亿一周，一度被砍到 5亿，现在又加回 10 亿了（但其实还是没有砍额度之前多）。
另外现在 Grok 4.6 用太多了，模型响应很慢，连发几条消息的时候会发现主会话阻塞严重，模型回复的时候显然只看到第一条消息，后面几条都没能成功 steering 进去。
所以会出现你明明已经说了不要做某些事的时候，模型还在你的几条消息前，按旧方案在推进。
插入一句话到模型反应过来，延迟能到 70s ，已经有点影响工作了。
不知道有多少人再修正后被路由到 Opus 5.5 Fast，我这里实在是太惨啦。
From FB: facebook.com/share/1CFdR99Ao…
有時人嘅嘢，知道自己中伏，總會諗方法補鑊，分別只係身家有幾多。原來皮褸黃响一年前，已經搵定專門處理名人醜聞嘅危機公關公司。究竟係未雨綢繆，定係進入聖人mode之後知道自己有啲嘢遲早會爆？
11月9號，《WIRED》報導，皮褸黃响2025年10月已經請咗Heller，呢間公司曾經幫唔少捲入醜聞嘅名人拆彈。最初呢間公司係處理佢嘅私人生活同家族慈善事務，之後連傳媒查詢都要交畀Heller跟進。
暫時唔知佢當初請呢間公關公司係咪為咗婚外情，但現實係一年之後，佢親自認咗出軌，董事會仲要成立獨立調查委員會。
至於另一位主角，究竟係乜來頭？
呢幾日睇咗唔少報道，唔計網絡傳聞，剩係《Financial Times》、《Bloomberg》、《Wall Street Journal》等等，發現呢個女人嘅背景都有趣，唔怪得傳媒同美國政府會有咁多懷疑。
出身
Alice Huang，中文名黃樂，確實年齡就唔知，但報導話今年大概42歲，大概20年前曾經响香港浸會大學讀媒體管理碩士。至於喺邊度出世、家庭背景如何，仲係一個謎。
網上有份私募基金CV話佢曾經喺湖南衛視同中央電視台工作，之後轉到匯豐私人銀行、中信證券，再進入私募基金行業，不過部分內容又核實唔到，例如有記者問過湖南電視台，但又未聽過呢個人。
由傳媒到金融，再到AI晶片，轉行幅度之大，都可以話多才多藝。去到2023年，終於有公司紀錄可以追查。
公司紀錄
2023年3月，有間原本同中國網絡遊戲公司第七大道有關、喺新加坡註冊嘅公司，改名Megaspeed International。同一個月，黃樂就做咗呢間公司嘅董事總經理，公司股份之後轉到一間BVI公司Huang Le Limited。
同一年11月，股份又轉去另一間新加坡公司Swiftdata，黃樂反而辭咗董事個位，不過Megaspeed就做咗Nvidia雲端合作夥伴。即係公司改名、轉股權、董事離職，幾個月內做晒，但報導話黃樂之後仍然參與業務。
而盤數就仲勁，就係咁轉一轉，Megaspeed資產規模由2023年尾大約3,300萬美金，一年後2024年爆升超過90倍去到30億。
相關公司涉及幾十億美元嘅AI設備交易。呢個增長速度，唔好話Nvidia股票，連Bitcoin都無咁勁。
啲錢响邊度嚟？
最新報道揭露，黃樂同商業夥伴Kang Wei，2025年初曾經向投資者推銷價值幾億美金嘅東南亞AI數據中心項目，聲稱有能力得到Nvidia GPU，仲提過阿里巴巴係佢地嘅客。同時公司文件顯示，阿里巴巴旗下新加坡公司曾經向Megaspeed馬來西亞子公司提供貸款，以整盤生意做抵押，報料嘅人形容阿里巴巴係Megaspeed最大客戶。
玩法係咁，美國限制向中國出口高階AI晶片，但中國企業仍然可以响符合規定下，租用海外數據中心嘅算力。即係晶片唔使入中國，都可以為中國企業做嘢。
呢種模式本身未必違法，但Megaspeed就因涉嫌協助中國繞過晶片出口限制而受到調查。Nvidia方面就話查過無證據。
不過傳媒就分析過，有關嘅公司入口嘅晶片數量，同Nvidia曾核對到嘅設備數量，有大概五萬粒嘅差異。而黃樂本人，美國情報機構就懷疑佢受中國國家安全部招募，接近黃仁勳收集情報，甚至企圖影響晶片出口政策。
都唔講咩情報咁複雜，就係睇呢堆數字，就已經夠多問號。
唔見咗
呢單新聞爆出黎之後，呢個月全地球嘅傳媒最想揾嗰個，緊係黃樂本人，但佢已經唔見咗。
唔同傳媒記者用電話、電郵同微信都聯絡唔到佢，有啲account仲好似delete埋已經無法使用，依家無人知知佢實際响邊。
幾十億data centre嘅公司管理層，可以直通皮褸黃買GPU，買到有路嘅女人，忽然間會唔見咗。
剩底一個曾經對住傳媒同世界都好型嘅男人要面對，唔怪得要揾危機管理關公。
352
Enterpr1se retweeted
Update #2 (after meeting with the @bot @SpaceXSI engineering team):
- Team is great. They care a ton. They owned it.
- They admitted that it was almost entirely from pulling Opus 5.5 out. Which is now back as of this AM.
- Learned a little bit about the context-compaction process with Grok 4.7-summarize which is not a public model. Plays a role in routing config and the summary we get back.
- Grok 5.0 should be insane next level (just as an aside point)
- I am somewhat surmising on why stuff went so poorly over the weekend but a lot of it has to do with not just pulling Opus 5.5 out but when they did that a known problem (and was on cursor as well) showed up which is when you switch the model mid task (which would’ve happened by removing our 5.5) it cannot remember the context and even of what it can gather its truncated (likely do to 4.7-summarize compacting). So in our case what likely happened was we had a lot of stuff mid flight that was likely pulling on opus 5.5 heavy, then it got pulled, routed to different model, forgot the context, and turned incredibly dumb. We laughed when I showed them a project that was mid flight in a doc. The first half of the doc was intelligently designed, formatted, etc. and the second half of the doc was a wall of seemingly incoherent, non formatted text. Again, I’m surmising but I think it was dumber model with all context removed
- I won’t say much here but Elons comment on it being “unsustainably high relative to revenue” was a much larger chess move. Won’t say much past that. Not my place. But he’s definitely playing a much larger chess match than just “Grok bot isn’t sustainable”.
- The problems we all experienced should be fixed and I do not think they want to go back to what they experienced over the weekend with the hit it took.
- They are very much focused on the enterprise use case for grok bot in the future
All in all, how’s this impact my decision making moving forward with the enterprise contract we have:
- Honestly still weighing the decision vs just using team plan. Working through some terms
- the reason to move forward is pretty simple. Unlimited users (so not paying per seat but for usage), access to forward deployed team and engineers for support and circumstances like I just experienced, very granular governing and guardrails for the org. That’s it
Impressed with the team overall and I think the main benefit to staying vs moving to open source (for a company like mine vs being a solo/small company) is trusting their ability to ship and keep building plus keep it maintained.
Shoutout to @ASankarraman for jumping in to help and to the @SpaceXSI, @bot, and @elonmusk teams
We were slated to sign for a mid 6-figure contract this week with @SpaceXSI to roll out @bot across the org.
That fell apart over the last few days with the severe drop in quality with no control over models and the comments on it being unsustainable.
Had a killer pilot with them but it died at the finish line.
Unlike the rest of X I’m not going to sit here and complain but it gave me a bit more insight into enterprise buyers (of which we sell to as well)
There is this massive uptick in what I’ll call buyer commitment reluctance.
Signing an annual or multi-year in a world where things are moving so fast is becoming brutally difficult to do.
Do I think @elonmusk will dial it in extremely fast? Of course. He’s the GOAT.
But for 3 days, when the quality became so undependable it forced us to go look at how we might be able to solve this in another way that doesn’t require the commitment of significant spend with the combination of no control over what models get used and on what.
Makes me consider how we might be positioning ourselves in our own sales process.
Still a huge fan. Will still use it with some key leaders on the team but the risk is just too high.
唔怪得之 elon 會處理，原來因為真係有企業想用，但 elon 因為想降成本而搞到臨門一腳差啲簽約嘅訂單都告吹咗
We were slated to sign for a mid 6-figure contract this week with @SpaceXSI to roll out @bot across the org.
That fell apart over the last few days with the severe drop in quality with no control over models and the comments on it being unsustainable.
Had a killer pilot with them but it died at the finish line.
Unlike the rest of X I’m not going to sit here and complain but it gave me a bit more insight into enterprise buyers (of which we sell to as well)
There is this massive uptick in what I’ll call buyer commitment reluctance.
Signing an annual or multi-year in a world where things are moving so fast is becoming brutally difficult to do.
Do I think @elonmusk will dial it in extremely fast? Of course. He’s the GOAT.
But for 3 days, when the quality became so undependable it forced us to go look at how we might be able to solve this in another way that doesn’t require the commitment of significant spend with the combination of no control over what models get used and on what.
Makes me consider how we might be positioning ourselves in our own sales process.
Still a huge fan. Will still use it with some key leaders on the team but the risk is just too high.
38
Enterpr1se retweeted
iPhone Duo简直是phone of meme。要壁纸的评论区👇
#jensen #JensenHuang
Enterpr1se retweeted
🔥 Grok Bot 额度重置了家人们！
目前是老套餐的用户被重置，新的大一统订阅没有重置，可以再等等
改善来得很快啊，符合 @elonmusk 老马雷厉风行的作风！希望不只是通过重置来解决问题，不然和 Tibo 那个小丑🤡没什么区别了
我们需要更彻底的解决问题 ，现在问题不只是额度少，还有模型降智，虚拟机休眠等问题！
Just did a round table review with the Grok @Bot engineering team.
Fixes are being implemented overnight and you should notice a dramatic improvement by tomorrow. If not, reply to this post and we will address any remaining issues right away.
