去现场
杨潇新书探访德东遗址 剖析极权历史与AI时代实体书价值
AI海量生成虚拟文本使得物理纸质书的有限性与读者真实的切身感受变得不可替代。
Browse video & podcast summaries
去现场
特稿记者杨潇转战长篇图书写作
非虚构作者应摆脱无休止的理论讨论，建立写作惯性并迅速投入长篇作品创作。
TBPN · 371 views
Bending Spoons Buys Airtable for $1.285 Billion at 2.7x Multiple
Airtable's discounted sale highlights a systemic valuation reset across single-point software companies, as cheap AI code tools threaten legacy SaaS multiples.
视野环球财经 · 19 views
贝森特释美伊协议信号助推标普创新高
美伊协议预期的升温显著平抑了通胀与美债收益率，配合远超预期的科技巨头财报表现，共同驱动美股大盘快速扭转恐慌并创出历史新高。
OpenAI · 463 views
Boston Children's Uses OpenAI o3 to Uncover Rare Disease Diagnoses
Deep-reasoning AI models shorten decade-long diagnostic odysseys by scouring overlooked medical literature to identify forgotten genetic mutations.
课代表立正 · 209 views
Gen高管徐老师称AI压缩职场转型窗口至三年
员工拉开产出差距的核心在于建立将AI视为团队成员而非工具的Token商与高强度思维模式。
PowerfulJRE · 14.8K views
Rico Verhoeven Seeks Oleksandr Usyk Rematch After Controversial Debut Loss
Kickboxing champion Rico Verhoeven turned down lucrative fights with Francis Ngannou and UFC offers to pursue a boxing rematch with Oleksandr Usyk following a contested decision at the Pyramids.
Wendover Productions · 6.7K views
Texas Economic Growth Shifts Suburban as Central Cities Face Revenue Slumps
Unzoned housing in Houston and aggressive annexation in Dallas-Fort Worth drive rapid regional population growth while suburban migration weakens central city tax bases.
Sequoia Capital
Chai Discovery Boosts AI Antibody Hit Rates to 16% in Scaling Bet
Chai Discovery argues that applying raw scaling laws and simplified model architectures to biology collapses drug design timelines from nine months to nine days.
进击的沈帅波 ｜进击波财经 · 1 views
声动活泼徐涛称中国播客不会复刻美国商业模式
声动活泼创始人徐涛指出，受本土消费人群与社交生态驱动，中国播客将走出现出与美国广告及并购截然不同的商业化路径，且AI将把大脑从生产力工具中解放并重塑创作乐趣。
Colossus | Investing & Business Podcasts
Atreides' Baker Sees AI Stock Sell-Off Masking Compute Price Surge
Public AI stock declines reflect a market misinterpretation of open-source model adoption, while underlying compute spot rates, DRAM prices, and token demand are accelerating.
TBPN · 2.3K views
OpenAI Astra Solves Math Open Problems as AI Solopreneurs Triple
AI reasoning breakthroughs and autonomous agent workflows are driving a dramatic rise in single-operator firms scaling to tens of millions in revenue without human headcount.
视野环球财经 · 20.5K views
美日干预汇市提振美股 PLTR与软件股强势领涨
美日联合干预汇市抑制美元涨势，结合科技巨头与PLTR爆表业绩证实AI变现能力，推动标普500突破历史新高并封死大盘大幅下行空间。
Dwarkesh Patel
Anthropic AI Revenue Growth Threatens Compute Shortage and Price Surge
Frontier AI capabilities outpace silicon supply growth, forcing hardware prices higher as labs prioritize model training over inference.
硅谷101 · 1.5K views
xAI前推理负责人盛颖离职创业 成立RadixArk并获一亿美元融资
盛颖认为AI基础设施本身即具备美感的产品，RadixArk将通过全栈开源的SGLang与RL工具链打破大厂对强AI技术的中心化垄断。
Andrew Huberman · 2K views
Immunologist Max Krummel Maps Non-Linear T-Cell Networks for Cancer Therapies
Complex diseases require sequential biological interventions rather than single target drugs because tissue archetypes operate through redundant spatial networks.
The Diary Of A CEO · 100.4K views
Buttigieg Proposes Electoral, Court Overhauls to Avoid US Catastrophe
Former Transportation Secretary Pete Buttigieg argues that failing to enact structural reforms to the Supreme Court and campaign finance system will push the U.S. toward fiscal and political breakdown.
Bloomberg
War Demand Reopens Australia Tungsten Mine as China Controls Supply
Rising global conflict risks revive Western tungsten mining, but Chinese supply dominance and the lack of floor prices threaten the economic viability of non-aligned mines during peacetime.
进击的沈帅波 ｜进击波财经 · 390 views
沈帅波警告AI重构七成白领岗位 算力烧干引发云厂商信用收缩风险
大厂暴增资本开支沦为重资产“Token工厂”，白领需靠判断力与“活人感”建立反脆弱护城河。
Bloomberg Originals · 510 views
Trump Takes Trilogy Stake to Clear 211-Mile Arctic Road Permit
The administration's unprecedented equity deal sparked a Wall Street stock surge while dividing local tribes over environmental risks and remote mining profits.
Finding Your Edge 交易之刃 · 448 views
交易之刃称美股迎回光返照 建议弃半导体改布局大科技与美债
美股在去杠杆后步入第一波大跌后的反弹阶段，半导体板块因套牢盘沉重与高波动已丧失性价比，投资者应转向云服务巨头、极致损益比的小盘股并在美债收益率冲高至5%时布局久期做多。
十字路口Crossing · 193 views
BAI汪天凡：2026年AI泡沫期VC应逆向布局交互层与非共识项目
智能通胀下基础模型缺乏壁垒，算力基建过热重演加密货币泡沫，AI硬件真正的稀缺性在于产品定义与能够激活人性光辉的线下场景。
Alan Chen · 23.2K views
Jarsy创始人秦汉揭秘SpaceX上市剧震与一级市场套利内幕
大科技公司将上市作为吸引私募资金的权谋而非必选项，散户需警惕折价离岸资产风险并以长线价值对冲二级市场情绪化波动。
Alan Chen · 70.2K views
刘波态势感知基金遭4倍杠杆爆仓 Citadel接盘其美股持仓
刘波虽然准确预测了AI算力与存储行业的长期趋势，但高浓度持仓与高杠杆导致的流动性枯竭使其在市场大反弹前夕被迫清仓爆仓。