Palantir’s second-quarter net income was more than the company generated in total revenue the year before.
这句话把增长速度具象化到一个反直觉的对比上——一个季度的净利润就超过了去年一整年的总营收。这种量级跃迁是 EP.97 用来论证"AI 产业链资金正在向落地交付层集中"的最有冲击力的单一数据点。
Palantir’s second-quarter net income was more than the company generated in total revenue the year before.
这句话把增长速度具象化到一个反直觉的对比上——一个季度的净利润就超过了去年一整年的总营收。这种量级跃迁是 EP.97 用来论证"AI 产业链资金正在向落地交付层集中"的最有冲击力的单一数据点。
Revenue in the three months ended June 30 increased 93% year over year, totaling $1.94 billion
这是 EP.97 专题03(七层资金流向)和专题06(新军工企业)共同依赖的核心财报数字:Palantir 二季度营收同比增长 93%,其中商业收入增长 149%、政府收入增长 90%——说明资金没有停留在"讲故事"阶段,而是真实落到了应用/交付层(L1),印证 EP.97 故事线 C 里"落地层真赚钱"的判断。
we’ve raised $200M at an $11 billion valuation
法律垂直领域 Agent 公司 Harvey 的最新估值数据点——EP.97 专题03(AI 产业链七层资金流向)用它标注资金在"L1 应用需求层"的停留位置:垂直行业 Agent 产品化公司仍在获得顶级机构真金白银的持续加注,而不只是基础设施层在吸金。
But what if you want to update this user instance? For example on your website you have a form where the user can change their name, username, or avatar. When the form is submitted this gets stored on the server, but the site still shows the old user information, for example it still shows the old avatar of the user in the top menu. The user variable isn’t writable, so how do you overwrite this?
One pattern that I love to use in my SvelteKit projects is returning writable stores from the layout’s load function. This makes it possible to fetch data from the server (for example the user object for the logged in user), and then you make this object available as a writable reactive store throughout the whole application. So when the user updates their username or avatar, you do the PUT request to the server and you get the updated user object back from the server as the response, you can simply update the $user writable store value and every place in your app where you show the user object gets updated immediately.
05:00 Connor Murphy is a data strategist and works at the Flow Research Collective. He is also into tracking data, on himself (quantified self).
Anything that isn't explicitly enforced by contract is vulnerable to misunderstandings. It's doing your teammates a great service, and reducing everyone's effort, by eliminating ambiguity and enforcing information flow by design.
I like to think of thoughts as streaming information, so I don’t need to tag and categorize them as we do with batched data. Instead, using time as an index and sticky notes to mark slices of info solves most of my use cases. Graph notebooks like Obsidian think of information as batched data. So you have a set of notes (samples) that you try to aggregate, categorize, and connect. Sure there’s a use case for that: I can’t imagine a company wiki presented as streaming info! But I don’t think it aids me in how I usually think. When thinking with pen and paper, I prefer managing streamed information first, then converting it into batched information later— a blog post, documentation, etc.
There's an interesting dichotomy between streaming information and batched data here, but it isn't well delineated and doesn't add much to the discussion as a result. Perhaps distilling it down may help? There's a kernel of something useful here, but it isn't immediately apparent.
Relation to stock and flow or the idea of the garden and the stream?
https://www.youtube.com/watch?v=bWkwOefBPZY
Some of the basic outline of this looks like OER (Open Educational Resources) and its "five Rs": Retain, Reuse, Revise, Remix and/or Redistribute content. (To which I've already suggested the sixth: Request update (or revision control).
Some of this is similar to:
The Read Write Web is no longer sufficient. I want the Read Fork Write Merge Web. #osb11 lunch table. #diso #indieweb [Tantek Çelik](http://tantek.com/2011/174/t1/read-fork-write-merge-web-osb110
Idea of collections of learning as collections or "playlists" or "readlists". Similar to the old tool Readlist which bundled articles into books relatively easily. See also: https://boffosocko.com/2022/03/26/indieweb-readlists-tools-and-brainstorming/
Use of Wiki version histories
Some of this has the form of a Wiki but with smaller nuggets of information (sort of like Tiddlywiki perhaps, which also allows for creating custom orderings of things which had specific URLs for displaying and sharing them.) The Zettelkasten idea has some of this embedded into it. Shared zettelkasten could be an interesting thing.
Data is the new soil. A way to reframe "data is the new oil" but as a part of the commons. This fits well into the gardens and streams metaphor.
Jerry, have you seen Matt Ridley's work on Ideas Have Sex? https://www.ted.com/talks/matt_ridley_when_ideas_have_sex Of course you have: https://app.thebrain.com/brains/3d80058c-14d8-5361-0b61-a061f89baf87/thoughts/3e2c5c75-fc49-0688-f455-6de58e4487f1/attachments/8aab91d4-5fc8-93fe-7850-d6fa828c10a9
I've heard Jerry mention the idea of "crystallization of knowledge" before. How can we concretely link this version with Cesar Hidalgo's work, esp. Why Information Grows.
Cross reference Jerry's Brain: https://app.thebrain.com/brains/3d80058c-14d8-5361-0b61-a061f89baf87/thoughts/4bfe6526-9884-4b6d-9548-23659da7811e/notes
The combined stuff is available to components using the page store as $page.stuff, providing a mechanism for pages to pass data 'upward' to layouts.
bidirectional data flow ?! That's a game changer.
analogue in Rails: content_for
Build data pipelines, the easy way
orchest
Rapid Covid tests used in mass UK programme get scathing US report | Coronavirus | The Guardian. (n.d.). Retrieved June 12, 2021, from https://www.theguardian.com/world/2021/jun/11/us-health-agency-gives-innova-lateral-flow-covid-tests-scathing-review
ReconfigBehSci on Twitter: ‘RT @AdamJKucharski: Summary of NERVTAG view on new SARS-CoV-2 variant, from 18 Dec (full document here: Https://t.co/yll9beVI9A) https://t.…’ / Twitter. (n.d.). Retrieved 2 March 2021, from https://twitter.com/SciBeh/status/1341034652082036739
flow cytometry data were analyzed in R using the flowCore Bioconductor package (
Like with React, you can pass in callback props like onSave and onDelete, which is the main way you send data out of a component to a parent.
In this app, we have a <Hoverable> component that tracks whether the mouse is currently over it. It needs to pass that data back to the parent component, so that we can update the slotted contents. For this, we use slot props.
This is probably one of the biggest things to get used to in React – this flow where data goes out and then back in.
Follow the money: See where $380B in Paycheck Protection Program money went. (n.d.). Retrieved July 27, 2020, from https://www.cnn.com/projects/ppp-business-loans/
Lovato, J., Allard, A., Harp, R., & Hébert-Dufresne, L. (2020). Distributed consent and its impact on privacy and observability in social networks. ArXiv:2006.16140 [Physics]. http://arxiv.org/abs/2006.16140
Furthermore, and differentiating digital time from clock time, he suggests that a lack of adherence to chronological time is compounded by the fact that digital technologies connect with a flow of information that is al-ways and instantly available. He argues that continual change, which is bound up with web services such as social network sites, blogs and the news, is central to the experi-enced need for constant connectivity.
Q: How does this idea of time vs information flow affect the data harvested during a digital crowdwork process in humanitarian emergencies?
Q: How does this idea of time vs information flow manifest when the information flow is not chronological due to content throttling or algorithmic decisions on what content to deliver to a user?