{"id": "jay_goldberg", "name": "Jay Goldberg", "kind": "person", "bio": "", "updated_at": "2026-10-05", "source": "Hourahead /p/jay_goldberg", "claims": [], "threads": [{"object": "hbm", "title": "HBM", "headline": "Jay Goldberg 在播客中称 HBM 内存市场峰值或达 6000 亿至 8000 亿美元", "published_at": "2026-10-05T00:00:00Z", "source_url": "https://www.youtube.com/watch?v=b42T8l2Gnug&t=1s", "role": "KOL"}, {"object": "anthropic", "title": "Anthropic", "headline": "Jay Goldberg：Claude 用量在早上 7 点前已达上限", "published_at": "2026-09-04T16:31:59.000Z", "source_url": "https://x.com/jaygoldberg/status/2095912771242349053", "role": "KOL"}]}