突发:英伟达CEO黄仁勋,就是因为不在爱泼斯坦(Epstein)相关文件中,遭遇美国白男的攻击?即使黄仁勋与黄乐(Alice Huang)有恋爱关系,也不应该被穷追猛打吧?毕竟黄乐也不是幼童。众议院外交、中国问题、情报三个委员会的主席联名发函,要求黄仁勋11月18日到国会做闭门简报。
UPDATE: US intelligence claims Nvidia CEO Jensen Huang dated Chinese spy Alice Huang. Could Jensen Huang, whose personal brand is synonymous with technological leadership, lose his shine alongside Nvidia? WorldExecAI predicts a 30% chance he will be out as $NVDA CEO before 2029. This video is presented as one piece of evidence to that effect.
世界资本 World Capital retweeted
明年1月开始, 硅谷CEO们提前装扮了?美国病了:非左即右,非常极端。当下的硅谷,持中国护照而且没有绿卡,已很难拿到投资了,即使人在美国。举例子:美国顶级面向青年创业者的VC机构,无论是A16Z还是YC或者其它,都有一个国籍和签证提问环节,问题非常尖锐,甚至包括创业项目未来是否承揽中国客户。川普政府和共和党有点太右了,而之前的拜登政府也太左了。具体到AI进程,肯定在早期。
世界资本 World Capital retweeted
GAME OF THRONES FANS: CHOOSE YOUR NEXT EPIC. If AI could bring a new series of fantasy films to life, which world would you enter?
⚔️ Kingdoms at war
👑 Dynasties & betrayal
🐉 Dragons & dark magic
🏛️ Empires & legends
Vote. The next great saga could start here.
19%Rival kingdoms & wars
15%Royal betrayal & intrigue
48%Dragons & dark magic
18%Ancient empires & heroes
73 votes • 1 daysSeen from the Empire State Building, 432 Park Avenue is a pencil-thin Manhattan skyscraper standing 425 meters tall with a staggering 1-to-15 aspect ratio. When it opened, billionaires rushed to buy its cloud-high penthouses for $40 to $88 million.
To survive high-altitude winds, architects left empty open floors every 12 stories to let gales pass through. However, residents soon discovered their luxury homes felt like a high-altitude haunted house, leading to a massive multimillion-dollar lawsuit.
The court filings revealed absurd flaws. During high winds, the tower would sway heavily, making creaking metallic noises and triggering elevator safety locks that trapped billionaires in mid-air for hours.
Worse, a 400-meter vertical trash chute lacked buffer angles; garbage dropped from the top floor accelerated to terminal velocity, hitting the bottom with a bomb-like explosion. The constant swaying also warped internal pipes, causing severe plumbing bursts that flooded dozens of multimillion-dollar apartments and ruined luxury artwork.
While upgraded to fix initial complaints, it proves that in architecture and tech, "slimness" alone is an incomplete design goal.
Which robot brand can actually handle the housework? Vacuuming, laundry, window cleaning…the whole lot? There’s a viral claim that a $25,000 Tesla Optimus can clean an entire house in two hours. Sounds amazing, but the price and performance remain unverified.
No cleaner to book. No days off. No complaints. Just recharge and repeat? :) Before I get too excited: how long is the warranty? If it breaks during normal use, do I get a replacement?
If a $25,000 robot lasted three trouble-free years, that would work out to about $694 a month before running costs. Tempting…provided I don’t end up doing housework for the robot. :)))))
世界资本 World Capital retweeted
民主党控制国会以后,AI和加密监管、反垄断、数据中心用电、芯片出口这些风险肯定会上升,英伟达、微软、谷歌、Meta、亚马逊这条AI资本开支链都会被盯得更紧。但另一边影响可能更大:特朗普以后想继续大规模减税、扩大财政赤字,会难很多。此外,特朗普在紧急出货加密资产…
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这大概是20世纪70年代,人们想象中2020年代会开什么车。特斯拉 $TSLA 的Cybertruck带来了未来主义外观。其销售业绩,却讲述了一个不同的故事,尽管拥有鲜明的品牌身份:预计美国销量从2024年的38,965辆下降到2025年的20,237辆,下跌48%。截至2026年第三季度,仅售出11,586辆。
世界资本 World Capital retweeted
中国土豪75.2亿,买到AI船票,就能分到利润吗?砺思星深基金75.2亿元募资,跨界资本纷纷入场。基本不在AI产业链,来自五花八门,大额包括:知乎15亿、浙创14亿、B站5 亿、蜜雪冰城5亿、永钢集团2亿、紫金矿业2亿、特宝生物1亿、汤臣倍健5000万、众望布艺5000万、完美世界5000万…但热闹的出资名单,掩盖不了三个问题。
1.DeepSeek面对拥挤竞争。仅Anthropic点名指控未经授权蒸馏的中国实验室,就有七家,包括DeepSeek、月之暗面、阿里巴巴、智谱、小米、商汤和MiniMax。Anthropic还指称,DeepSeek和Kimi曾将部分用户请求秘密转发给Claude。若指控属实,问题已从“向别人学习”延伸到“用户究竟在用谁的模型”。
2.亚洲金融@AsiaFinance严重怀疑这场AI模型洗牌,可能比电动车更惨烈。模型能力趋同、价格竞争和持续烧钱之外,AI还直接触及数据安全、国家安全与意识形态。国内合规与海外准入的双重门槛,可能让企业既难提价,也难靠全球市场摊薄成本。举个例子,西方国家的政务,即使敢买中国电动车做公务使用,也大概率不会使用中国的AI大模型。
3.即使产业做大,投资者也未必赚钱。一个相对乐观、却仍令人警惕的结局,是重演智能手机的利润分配:大量厂商争销量,少数掌握技术、品牌和生态的企业拿走大部分利润。根据@Brand估计,苹果在2022年拿走全球智能手机行业85%的营业利润。AI会不会也出现类似格局,利润高度集中于少数美国芯片、模型和平台巨头?
老板们买到船票,心里或许踏实了。但基金最终要交付的,是退出收益,而不是登船合影。
OBAMA: THE POLITICAL BRAND THAT COULD SHAPE AMERICA FOR DECADES? Donald Trump is 80. Joe Biden is 83. Barack Obama is only 65.
Trump has just over two years left in his presidency. Obama, meanwhile, could continue shaping the Democratic Party for several more election cycles.
Could Obama eventually become the Democrats’ long-term political kingmaker, exercising influence behind the scenes?
Presidents may come and go, but Obama’s political brand could endure for decades.
Could he become the Democratic Party’s unofficial “shadow president”?
世界资本 World Capital retweeted
华尔街一片哀嚎!而 $INTC 陈立武,又以65美元的价格,增持1000万美元的因特尔股票。陈立武在8月份,刚以95美元价格购买1000万美元。陈立武增持的背景:英特尔刚创下1974年以来最糟糕的交易日,同时其数据中心和代工业务增长了78%和58%。未来5年内,INTC股价还能再涨10倍吗?
世界资本 World Capital retweeted
郑爽美颜后的素颜,像不像日赚208万的国产巨星?曾经风光无限的顶流小花,被税务部门确认,郑爽2019年出演《倩女幽魂》,约定片酬1.6亿元,实际取得1.56亿元。这笔天价片酬确实存在。2021年,郑爽被罚了2.99亿元,包含了补税、滞纳金和罚款。当时通报称税款和滞纳金已缴清,罚款仍在督促缴纳。娱乐圈的浮华与倾塌,往往只在一瞬间?时代的浪潮裹挟着所有人,不过看上去,郑爽倒是挺快乐的?
It was a terrible day for Donald Trump. Judging by these midterms, Trump’s political brand has suffered a major defeat. But it is too early to declare that brand finished. The greatest damage comes from the gap between his image as a strongman, a winner, and a skilled dealmaker and the results voters actually experience.
Trump canceled his public appearance following Republican losses in the midterm elections. The backlash reflects voters’ concerns about the cost of living, the war with Iran, and dissatisfaction with his leadership—all of which strike directly at his brand promises.
Democrats have won control of both the House and the Senate, making breakthroughs even in traditional Republican strongholds. That alone shows that Trump’s political appeal was insufficient to preserve Republican majorities.
GLOBAL HOTEL BRANDS: WHO RULES LUXURY? Aman and Four Seasons top Brand.com’s hotel hierarchy, while global giants like Marriott and Hilton rank lower. Size delivers reach; exclusivity builds prestige.
True luxury is about privacy, rarity, and exceptional experiences. Still, as @Brand notes, rankings are subjective: an outstanding property can outperform a higher-ranked brand.
Would you rather own 100 Aman resorts or 10,000 Marriott hotels?
世界资本 World Capital retweeted
之前,加密属于灰产,草台班子是大概率;如今,加密都准备颠覆银行,还是草台思维。虽然赵长鹏一夜白了头,被金正恩盗走63亿美元之后,还是没认识到币安自身风险,而是狡辩说银行更不安全,黑客优先打劫加密,是因回报最高,流动性最好。为何币安员工,能用公司电脑下载软件?
The Trump administration is entering its "garbage time" (lame-duck period). Democrats have achieved a clean sweep, taking control of both the House and Senate. The Republican collapse arguably began when the Trump administration sided with Russia and Putin while pressuring Ukraine and Zelensky.
Wall Street is shifting into risk-off mode, reacting to the Democratic “Blue Wave.” This could create additional headwinds for investment in AI and data centers, while increasing the likelihood of political gridlock, prolonged negotiations, and partisan battles over the debt ceiling and fiscal policy.
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芒格为何痛骂马云?为何他不愿赌服输?芒格与马云的恩怨,是投资史上一个经典案例。芒格一方面公开批评马云,另一方面却在阿里股价大跌时不断加仓,最终遭受巨额账面亏损。芒格和巴菲特,多年来靠所谓内幕消息获胜,但这次提供内幕的,是一位中国投资者,消息并不准。值得研究的三个问题:芒格为什么认为马云犯了严重错误?芒格为什么在阿里暴跌时继续买入?一生强调理性、承认错误的芒格,为什么在这笔投资上显得如此固执?
芒格为何公开痛批马云?2021年,芒格在日报股东大会上批评马云傲慢,认为他不应该公开挑战金融监管体系。背景是2020年马云在上海外滩金融峰会上的讲话,以及随后蚂蚁集团IPO被叫停。芒格认为,马云不仅低估了金融风险,也严重误判了政治与监管环境。2023年,芒格再次批评马云,甚至用一个生动的比喻形容他的行为:这就像拿着尖棍去捅熊的鼻子。芒格认为,这种公开对抗不仅没有必要,而且直接伤害了阿里巴巴股东的利益。
芒格为什么越跌越买?芒格通过Daily Journal持有阿里巴巴股票。这里反映出芒格的两个判断:第一,他相信阿里巴巴拥有强大的商业护城河。 中国庞大的电商市场、平台网络效应和用户规模,让他相信公司价值远高于股价。第二,他低估了政治风险与竞争风险。 拼多多、京东等竞争对手,以及监管变化,都影响了阿里巴巴的增长预期。
芒格真的不愿赌服输吗?他最终公开认错了。2023年,99岁的芒格说:“我认为投资阿里巴巴是我犯过的最严重错误之一“。他还承认,自己过于迷恋阿里巴巴在中国互联网行业的地位,却忽略了它本质上仍然是一家竞争激烈的零售企业。所以,说芒格完全不愿认输并不准确。他确实经历了加仓、减仓和承认错误的过程。
最有讽刺意味的是,芒格一边批评马云高估自己的判断力,一边也在阿里巴巴投资中高估了自己的判断力。不过,两人的错误并不相同:马云面对的是企业经营与监管关系,芒格面对的是投资定价与风险判断。芒格并非输不起。他最终能够承认错误,但承认得比较晚。













