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Q3 Strategy 2026.pdf

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所有者: 林澜 Lan Lin ⚠ 已离职用户
最后修改: 2026-04-30 14:11 PT · 由林澜 Lan Lin ⚠
创建: 2026-01-08 09:42 PT
权限: Lab-Δ Engineering · 你 (read-only, 临时授权)
修订: 17 个版本 · 查看历史

Owner: 林澜 Lan Lin ⚠ departed user
Last modified: 2026-04-30 14:11 PT · by 林澜 Lan Lin ⚠
Created: 2026-01-08 09:42 PT
Access: Lab-Δ Engineering · you (read-only, temporary grant)
Revisions: 17 versions · View history

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摘要（自动生成）：本文档涵盖 Tema 2026 Q3 战略要点，包括 Pyra-XL 发布、Project Quince spike、Lab-Δ 招聘计划、以及 [REDACTED §4: Olive Index 路线图]。

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Auto-generated summary: this document covers Tema's 2026 Q3 strategy highlights, including the Pyra-XL launch, Project Quince spike, Lab-Δ hiring plan, and [REDACTED §4: Olive Index roadmap].

§7 资本支出脚注（自动摘出）：

Tema 2026 CapEx 指引：$72B（同比 +$30B）。其中 ~38% 用于 Lab-Δ 训练集群扩张。

参照去年 $14.3B Veritas acqui-hire 投资条款（49% 股权 / 无投票权）已完全摊销至 H1 OpEx，详 §11 附表。

§7 CapEx footnote (auto-excerpted):

Tema 2026 CapEx guidance: $72B (YoY +$30B). About 38% goes to expanding the Lab-Δ training cluster.

Per last year's $14.3B Veritas acqui-hire terms (49% equity / non-voting), now fully amortized into H1 OpEx — see §11 appendix.