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Microsoft is abandoning human-in-the-loop chatbots for persistent, virtual-machine-backed Autopilot agents in a bet that enterprise and consumer delegation will expand total software spending far beyond traditional cloud computing.

Dwarkesh Patel · 681 views

Sarah Paine Warns Unlimited War Aims Push Adversaries to Death Ground

Wars become impossible to terminate when invading powers escalate limited goals into regime change, triggering existential resistance and hostile third-party intervention.

a16z · 207 views

A16z Debuts Cosign to Replace Resumes With Peer Endorsements

As artificial intelligence floods hiring pipelines with automated applications, verifiable peer conviction becomes the only scarce signal for identifying elite talent before consensus forms.

课代表立正

Jev碰瓷大模型造势遭实测击穿本地小模型打分优势更显著

Jev等AI新概念往往通过错位对标大模型短板来伪造颠覆性叙事，开发者若缺乏独立评价体系与寻找真实替代方案的工程视野便极易沦为炒作推手。

The Compound · 644 views

Boyar Sees Buying Chance as AI Panic Derates Broadridge, Booking

Algorithmic basket selling and multi-manager stop-outs have indiscriminately hammered high-moat compounders over exaggerated AI disruption threats, creating rare entry valuations for long-term investors.

Bloomberg

LA Shoot Days Sink Below 20,000 as Tax Incentives Drain Productions

Los Angeles entertainment was already hollowed out by runaway production tax subsidies, streaming catalog saturation, and shrinking writers' rooms years before generative AI arrived.

Bloomberg Originals · 17 views

Lula Faces Brazil Debt Trap as Servicing Costs Drain 8% of GDP

Constitutional spending mandates and soaring interest rates leave Brazil trapped in a cycle where debt service consumes over 8% of output and pushes households and businesses into insolvency.

视野环球财经 · 95.5K views

甲骨文援引不可抗力叫停基建开支违约互换CDS创历史新高

甲骨文强推不可抗力条款试图逃避数据中心财务责任，不仅面临无法按期向OpenAI交付算力的违约风险，更因巨额债务利息积压而将自身推向严峻的信用危机深渊。

课代表立正 · 40.9K views

硅谷高管徐老师指大厂裁员无关AI 职场人需靠人脉网络对冲周期

大厂规模完全取决于企业资金充裕度而非技术提效，普通从业者唯有从单一写代码转型为全栈Builder并在优质团队积累零下行风险的人际杠杆，才能稳健穿越周期波动。

课代表立正 · 33.9K views

OpenAI万亿基建重演思科危机徐老师预言破裂将淘出百倍股

当前AI万亿美元基础设施投入与实际营收严重脱节必致泡沫破裂，但这种高压过建将十余年技术演进压缩至两年，投资者唯有通过第一性原理校准并押注具备顶级领导力的CEO，才能在估值暴跌九成后抓住下一家实现百倍增长的伟大公司。

课代表立正 · 17.9K views

GEN徐老师：谷歌难革Chrome之命押注AI将危及500亿美元营收

巨头转型折戟全因商业利益冲突，Chrome直接维系谷歌四分之一广告盘子，削减传统搜索展示将带来其难以承受的收入蒸发。

课代表立正 · 15.3K views

腾讯前总监立正转向商业孵化称AI时代打工性价比系统性下滑

传统职场技巧本质是在取悦老板且抗风险能力薄弱，随着AI削减雇佣回报，员工须将现有工作作为跳板并在两至五年内转向让市场买单以实现反脆弱。

TBPN · 111 views

Meta Unveils $1,300 100-Gram Headset to Undercut Apple Vision Pro

Meta is positioning itself to win consumer adoption by abandoning frontier benchmark wars and metaverse abstractions in favor of practical everyday AI agents packaged into low-cost wearable hardware.

Ju7007 · 315 views

育儿分歧与主导权失衡促一线城市男女加速离异止损

婚姻解体的主因往往非狗血撕扯，而是育儿阶段引爆的三观冲突与家庭核心地位落差，唯有经济独立方能支撑当事人以理性止损重构自洽生活。

Andrew Huberman · 623 views

Galpin Sets Lifting Rules to Halt 10% Annual Power Loss After Age 40

While adults lose 1% of muscle mass per year after age 40, explosive power drops at up to 10%, making high-velocity resistance training the primary intervention capable of preserving neuromuscular function and autonomous living into advanced age.

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