涌现EmergenceHK · 1.4K views
科技巨头狂掷7000亿美元建算力 英伟达兜底信贷防范折旧危机
AI基建本质是对硅基脑力劳动的工业化投资，其非线性回报与赢家通吃格局迫使巨头明知硬件折旧悬殊仍必须全力跟注。
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PowerfulJRE · 7.1K views
Yakov Smirnoff Resumes Stand-Up Tour Decades After Soviet Collapse
Smirnoff argues that sustaining a career and personal relationships requires diagnosing unmet emotional needs and using humor as a vital sign rather than relying on temporary political setups.
a16z · 141 views
Replit CEO Masad Warns Young Founders Against Rushing to Raise VC Cash
Founding a company at eighteen prematurely locks builders into decade-long corporate commitments and cap-table obligations before authentic curiosity can reveal their life's work.
The Compound · 416 views
Big Tech Funds $1T AI Buildout From Cash Flows as Bubble Fears Rise
Unlike the dot-com boom, the projected $1 trillion AI infrastructure expansion is financed directly by corporate cash flows and insulated by a record $186 trillion in U.S. household wealth.
中二的大暄哥 · 1.4K views
昆英创始人Quinn指AI颠覆行业 传统按时计费模式面临淘汰
昆英律师事务所创始人John B. Quinn指出，人工智能正在从底层重构法律执业方式与运作效率，依赖工时计价的传统商业模式必将面临严峻挑战与重塑。
Bloomberg Originals · 336 views
Lectric Outsells VC Rivals by Capping Margins to Upgrade e-Bikes
By capping profit margins to continuously reinvest excess capital into component upgrades and customer support, Lectric outpaces venture-backed competitors that burn cash on customer acquisition.
视野环球财经 · 110.2K views
美股 META肉搏AMZN，别被带歪！SHOP受益！AI巨头加速推新模型！德州更严厉暂停数据中心！金融XLF怎么了？
Background 该视频由 YouTube 频道“视野环球财经”于 2026 年 9 月 23 日发布。视频简介重点介绍了频道最新开通的会员服务体系、三种会员级别的权益与加入方式，并提示会员服务主要聚焦于深度个股行业研究与投资策略，倡导理性投资。 TL;DR 节目围绕美股宏观走向与核心板块分化展开剖析。针对近期 Meta 与亚马逊围绕 AI 购物代理打响的流量封禁与反制肉搏战，指出其让结盟的
All-In Podcast · 1.9K views
Hilton Targets Becerra on Red Tape as Pratt Battles LA Establishment
Unchecked Democratic rule and permissive ballot-collection laws have insulated California officials from accountability while driving a working-class exodus through crushing living costs and bureaucratic decay.
TBPN
Harvey Rebounds From Margin Slump After Agent Usage Surges 20-Fold
Flat-rate software pricing collapsed Harvey's gross margins to negative 50 percent when reasoning models multiplied token burn, forcing AI startups toward open-weight fine-tuning and consumption billing.
Finding Your Edge 交易之刃
沃什淡出点阵图与日元回流共振 美债5%成防御底仓
在美联储预防性加息落地与日元外汇对冲利差倒挂的挤压下，10年期美债5%收益率相比高波动的标普500展现出极高的配置性价比，成为对冲主权财政短端化风险的核心底仓。
TBPN · 14.7K views
Amazon Blocks Meta Shopping Agent to Shield $76 Billion Ad Business
Third-party AI shopping agents face structural defeat against platform monopolies because automated headless checkout destroys high-margin sponsored product auctions that generate vastly more revenue than transaction fees.
课代表立正 · 6.3K views
课代表立正称过度维护自我吞噬算力 导致创业者错失商业机会
求职与创业的失败往往不在于能力不足，而在于当事人将过多算力耗费在维护自我形象上，凭空创造未发生的假想风险而放弃了动手解决真实问题。
Alan Chen · 210 views
Meta推AI管家Muse引巨震 亚马逊封杀Shopify结盟
Muse掌控全流程执行权让互联网从注意力经济转向意图经济，导致依赖搜索界面的亚马逊封杀防守，而开放结算管道的Shopify坐享红利。
PowerfulJRE · 19.4K views
Kara Links Tech Giants' EV Battery Supply to Congo Child Slavery
Automaker and Big Tech claims of ethical green supply chains are fraudulent because toxic cobalt dug by child slave labor is systematically blended into the formal industrial refining stream.
小Lin说 · 491.8K views
俄乌战时经济逼近极限 俄透支主权储备乌克兰完全依赖外部输血
战争重塑两国经济结构，俄罗斯依靠军工过热与主权基金填补缺口正面临增长停滞，而乌克兰在损失近半劳动力后完全依赖西方借款与援助维持财政运转。
屠龙之术 · 15 views
AICC大会预计AI产值达22万亿美元 算力缺口逼近四千亿
AI由对话转向自主智能体引爆Token消耗激增数千倍，行业必须依靠存算一体芯片与开源系统生态打破算力与能耗瓶颈。
Colossus | Investing & Business Podcasts
Rogo Deploys Multi-Agent AI to Overhaul Wall Street Diligence
Wall Street faces an enterprise value inversion where firms must shift from human headcount to auditable software systems as AI compresses multi-day deal execution into minutes.
a16z · 359 views
Horowitz, Biyani Launch For-Profit College Rival for Tech Builders
Higher education leaves young builders unprepared because legacy universities serve institutional stakeholders rather than students, necessitating an apprenticeship-driven model aligned directly with startup networks.
All-In Podcast · 6.7K views
Boom Supersonic Repurposes Jet Engines for AI Data Center Power
Boom plans to deploy 42-megawatt aeroderivative turbines to power AI data centers, using commercial compute revenue and accumulated run hours to de-risk its propulsion system ahead of 2030 passenger flights.
视野环球财经 · 112K views
Meta推AI代理Muse重构算力需求 带动AMD与美股科技板块突破
Meta Muse将AI交互转向常态化挂载的个人云电脑模式，直接引爆CPU与存储硬件需求，并与机构回流资金共振推动美股科技指数全面上攻破位。
Andrew Huberman · 668 views
Harvard's Thompson Targets Gut Circuits to Halt GLP-1 Weight Rebound
Weight regain after GLP-1 discontinuation stems from compensatory endocrine surges that require multi-target endoscopic interventions or localized gene therapy to achieve lasting metabolic remission.
Bloomberg
Hadrian, SpaceX Veterans Build LA Hub to Counter China Factory Mass
Software-automated factories and targeted component bans are required to counter state-subsidized Chinese manufacturing mass as blunt trade tariffs fail to protect critical US supply chains.
Bloomberg Originals · 2.1K views
SEBI Probes Jane Street as HFTs Reap $7 Billion in India Options
Algorithmic trading firms systematically extract billions from India's options market because technological and capital imbalances leave everyday retail investors losing money nine times out of ten.
bigTreeSignal美股量化自动交易 · 24 views
美股回踩触发4小时买信号 跌破7580将升级日线回调
当前4小时买信号仅为验证周线见顶的试探性买点而非绝对见底，波段仓位须压在25%以内，若跌破7580关键支撑则意味着回调升级为日线级别并触发加倍建仓机会。