既然 Claude 已经能代替人类干这么多活了，为什么软件公司的股票反而涨了？要理解这次反弹，得先还原过去几个月那轮恐慌是怎么来的。
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Factorized embed, rotation Q (2 angles), tied embed+V dir, rank-1 MLP, parabolic head, sinusoidal PE (period 11)
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(and reference numbers for auditing) on the back of the check, stamped an