{"id": "dawson_lee", "name": "Dawson Lee", "kind": "person", "bio": "", "updated_at": "2026-10-19", "source": "Hourahead /p/dawson_lee", "claims": [{"headline": "Dawson Lee 转述 SemiAnalysis 基准：TPUv7 在 Qwen3.5 397B Agentic 负载上每美元性能为 GB300 NVL72 的 1.64 倍", "published_at": "2026-10-19T19:08:11.000Z", "source_url": "https://x.com/LiDaosen/status/2112259533351653393", "event_id": "ev_gb300_fp4_tpuv7_perf_per_dollar", "origin_kind": "post", "role": "转述", "theme": "硬件/算力"}, {"headline": "Dawson Lee 质疑 Citi 预测：四大云厂 2027-2030 年 5.35 万亿美元资本开支将超出自身现金流", "published_at": "2026-10-19T18:27:16.000Z", "source_url": "https://x.com/LiDaosen/status/2112249237614502269", "event_id": "", "origin_kind": "post", "role": "独立研究者", "theme": "资本与产业"}], "threads": [{"object": "eoptolink", "title": "新易盛", "headline": "Dawson Lee：InnoLight 与 Eoptolink 占全球超大规模 800G/1.6T 光模块逾 65%，Coherent 与 Lumentum 垄断 InP/GaAs 激光器上游", "published_at": "2026-10-18T18:46:51.000Z", "source_url": "https://x.com/LiDaosen/status/2111891776654966793", "role": "独立研究者"}]}