{"id":2623,"date":"2024-04-22T23:58:50","date_gmt":"2024-04-23T06:58:50","guid":{"rendered":"https:\/\/wukan.me\/?p=2623"},"modified":"2024-04-22T23:58:50","modified_gmt":"2024-04-23T06:58:50","slug":"4-21-notes","status":"publish","type":"post","link":"https:\/\/wukan.me\/?p=2623","title":{"rendered":"4\/21 Notes"},"content":{"rendered":"\n<p>\u6700\u8fd1\u5f00\u59cb\u7528Notion\u8bb0\u5f55\u542c\u8fc7\u770b\u8fc7\u8bfb\u8fc7\u7684\u64ad\u5ba2\uff0c\u89c6\u9891\u548c\u6587\u7ae0\uff0c\u542c\u5230\u89c9\u5f97\u6709\u610f\u601d\u7684\u60f3\u6cd5\u9694\u4e00\u6bb5\u65f6\u95f4\u4e00\u8d77\u603b\u7ed3\u4e00\u4e0b\u3002<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/youtu.be\/hZp80SYIRlY?si=mv9y8qC3N7mbr6m9\">All-In E174<\/a><\/strong><\/p>\n\n\n\n<p>\u8fd9\u671f\u51e0\u4e2a\u5609\u5bbe\u804a\u4e86 Western countries big cities \u666e\u904d\u7684\u6d41\u6d6a\u6c49\u95ee\u9898\uff0cChamath\u53bb\u4e86\u4e00\u8d9f\u5df4\u9ece\u89c9\u5f97\u300c\u5367\u69fd\u300d\u5df4\u9ece\u8ddf\u65e7\u91d1\u5c71\u4e5f\u5dee\u4e0d\u591a\uff0c\u51fa\u95e8\u8fd8\u8981\u4e00\u76f4\u62c5\u5fc3\u6709\u6ca1\u6709\u4eba\u4f1a\u6765\u5077\u4ed6\u62a2\u4ed6\u7684\u624b\u8868\u94b1\u5305\uff0c\u6240\u4ee5\u7f8e\u56fd\u5176\u5b9e\u4e5f\u4e0d\u5dee\u561b\u3002\u7136\u540eFriedberg \u95ee\u4e86\u4ed6\u4e00\u4e2a\u95ee\u9898\u4f60\u89c9\u5f97\u8ddf\u4e9a\u6d32\u57ce\u5e02\u6bd4\u5462\uff08\u65b0\u52a0\u5761\uff0c\u4e1c\u4eac\uff0c\u4e2d\u56fd\u7684\u57ce\u5e02\uff0cetc.\uff09\uff0c\u4ed6\u624d\u610f\u8bc6\u5230\u597d\u50cf\u8fd9\u4e5f\u4e0d\u662f\u4e00\u4e2a\u4e16\u754c\u6027\u666e\u904d\u7684\u95ee\u9898\uff0c\u56e0\u4e3a\u4e9a\u6d32\u7684\u57ce\u5e02\u5b89\u5168\u6027\u597d\u592a\u591a\u4e86\u5427 \u3002Sacks\u624d\u4e00\u9488\u89c1\u8840\u5730\u6307\u51fa\u8fd9\u662f\u8fc7\u53bb\u5341\u591a\u5e74\u6765\u897f\u65b9\u6267\u653f\u653f\u5e9c\u5927\u5439\u7684\u300c\u5de6\u98ce\u300d\u5bfc\u81f4\u7684\u7ed3\u679c\u3002<\/p>\n\n\n\n<p>\u6211\u7684\u89c2\u70b9\uff1a\u53bb\u5e74APEC\u5728\u65e7\u91d1\u5c71\u4e3e\u529e\uff0c\u8bc1\u660e\u5176\u5b9e\u5b83\u4e5f\u662f\u53ef\u4ee5\u4e00\u591c\u53d8\u8eab\u5e72\u51c0\u6574\u9f50\u6709\u79e9\u5e8f\u7684\u73b0\u4ee3\u90fd\u5e02\u7684\uff0c\u53ef\u80fd\u8fd8\u9700\u8981\u518d\u7b49\u4e00\u7b49\uff0c\u7b49\u5f80\u300c\u53f3\u300d\u5439\u7684\u98ce\u5439\u4e00\u5439\uff0c\u300c\u96f6\u5143\u8d2d\u300d\u3001\u300c\u6d41\u6d6a\u6c49\u300d\u7684\u95ee\u9898\u4e5f\u90fd\u4f1a\u4e0d\u65ad\u6539\u5584\u5427\u3002<\/p>\n\n\n\n<p>\u8fd9\u671f\u8fd8\u804a\u4e86\u7f8e\u56fd\u7684\u901a\u80c0\uff0c\u53bb\u5e74\u5e74\u5e95\u5927\u5bb6\u8fd8\u4fe1\u8a93\u65e6\u65e6\u8bf4\u9884\u8ba1\u964d\u4e09\u6b21\u606f\uff0c\u7ed3\u679c\u4eca\u5e74\u8fc7\u5b8c\u7b2c\u4e00\u4e2a\u5b63\u5ea6\u8ba8\u8bba\u7684\u5df2\u7ecf\u53d8\u6210\u300c\u662f\u5426\u4f1a\u964d\u606f\u300d\u4e86\uff0c\u7f8e\u8054\u50a8\u8349\u53f0\u73ed\u5b50\u771f\u662f\u518d\u4e00\u6b21\u505a\u5b9e\u3002\u6211\u5370\u8c61\u8fd8\u5f88\u6df12021\u5e74\u5927\u653e\u6c34\u7684\u65f6\u5019\uff0cAll-In\u51e0\u4e2a\u4eba\u5929\u5929\u8bf4\u8fd9\u4e48\u641e\u80af\u5b9a\u8981\u901a\u80c0\uff0c\u4f46\u662fPowell\u63a5\u53d7\u91c7\u8bbf\u7684\u65f6\u5019\u5374\u4e00\u76f4\u8bf4\u300c\u4e0d\u4f1a\u901a\u80c0\u300d\uff0c\u751a\u81f3\u6709\u5f88\u591a\u300c\u5927\u5a92\u4f53\u300d\u8fd8\u505a\u8282\u76ee\u5199\u6587\u7ae0\u8bf4\u300c\u4e5f\u8bb8\u7f8e\u56fd\u7684\u7ecf\u6d4e\u771f\u7684\u597d\u68d2\u68d2\uff0c\u6211\u4eec\u518d\u600e\u4e48\u5370\u94b1\u90fd\u4e0d\u4f1a\u901a\u80c0\u5462\u300d\u3002\u56de\u5934\u770b\u5f53\u7136\u662f\u556a\u556a\u6253\u8138\uff0c\u4f46\u662f\u53c8\u6709\u591a\u5c11\u4eba\u8bb0\u5f97\u90a3\u4e9b\u505a\u8fc7\u7684\u91c7\u8bbf\u548c\u5199\u8fc7\u7684\u6587\u7ae0\u5462\uff1f\u53e6\u5916\u4eca\u5e742024\u662f\u7f8e\u56fd\u5927\u9009\u5e74\uff0c\u4e4b\u524d\u636e\u8bf4\u6267\u653f\u5e9c\u7684\u4e00\u4e2a\u5267\u672c\u662f\uff0c\u4eca\u5e74\u901a\u80c0\u4e0b\u964d\uff0c\u7136\u540e\u7f8e\u8054\u50a8\u300c\u987a\u52bf\u300d\u964d\u606f\uff0c\u7ecf\u6d4e\u518d\u6012\u6da8\u4e00\u6ce2\uff0c\u987a\u5e26\u9001Biden\u8fde\u4efb\u3002\u7ed3\u679c\u73b0\u5728\u901a\u80c0\u4e0d\u4e0b\uff0c\u7f8e\u8054\u50a8\u7684\u4f4d\u7f6e\u662f\u6709\u70b9\u5c34\u5c2c\u3002<\/p>\n\n\n\n<p>\u7136\u540eChamath\u5c31\u8bf4\u4e86\u5f53\u5929\u6211\u89c9\u5f97\u6700\u6709\u610f\u601d\u7684\u4e00\u4e2ainsight\u3002\u5c31\u662f\u901a\u80c0\u6570\u636e\u5176\u5b9e\u6709\u6bd4\u8f83\u5927\u7684\u4e00\u5757\u5c31\u662f\u300c\u6cb9\u94b1\u300d\uff0cBiden\u653f\u5e9c\u4e3a\u4e86\u964d\u901a\u80c0\u8ba9\u56fd\u5185\u7684\u77f3\u6cb9\u516c\u53f8\u52a0\u5927\u4ea7\u80fd\uff0c\u4f46\u662f\u4e2d\u4e1cOPEC\u540c\u65f6\u66f4\u591a\u7684\u300c\u51cf\u5c11\u300d\u4ea7\u80fd\uff0c\u4e4d\u770b\u4e4b\u4e0b\u8fd9\u4e9bOPEC\u6210\u5458\u56fd\u5bb6\u7684\u76ee\u7684\u662f\u4e3a\u4e86\u4fdd\u6301\u4e00\u4e2a\u300cTarget\u7684\u6cb9\u4ef7\u300d\u3002\u4f46\u662f\u8fd9\u4e5f\u4ece\u53e6\u4e00\u4e2a\u4fa7\u9762\u53ef\u4ee5\u770b\u51fa\u6765\u8fd9\u4e9b\u56fd\u5bb6\u5bf92024\u5e74\u7f8e\u56fd\u653f\u5e9c\u9009\u4e3e\u300c\u6295\u4e0b\u7684\u4e00\u5f20 gainst Biden \u7684\u9009\u7968\u300d\u3002\u4fdd\u6301\u6cb9\u4ef7 > \u901a\u80c0\u964d\u4e0d\u4e0b\u53bb > \u7f8e\u8054\u50a8\u4fdd\u6301\u9ad8\u5229\u7387 > Biden\u4e0b\u53f0\u3002\u6211\u7684\u89c2\u70b9\uff1a\u6700\u8fd1\u56fd\u4f1a\u8ba8\u8bba\u300c\u56fd\u5916\u52bf\u529b\u5e72\u6270\u7f8e\u56fd\u9009\u4e3e\u300d\u8ba8\u8bba\u5f97\u706b\u70ed\uff0c\u4e5f\u8bb8\u4ed6\u4eec\u770b\u9519\u4e86\u8ba8\u8bba\u7684\u5bf9\u8c61\u3002<\/p>\n\n\n\n<p>\u8fd9\u671f\u8fd8\u804a\u4e86 AI \u548c\u97f3\u4e50\u521b\u4f5c\u3002\u5982\u679c\u8bfb\u8005\u4f60\u8fd8\u6ca1\u542c\u8bf4\u8fc7Suno\uff0c\u8d76\u7d27\u6253\u5f00 YouTube \u641c\u4e00\u4e2a\u89c6\u9891\u770b\u770b\uff0c\u4fdd\u8bc1\u60ca\u6389\u4f60\u7684\u4e0b\u5df4\u3002\u6545\u4e8b\u80cc\u666f\u662f\u4e00\u7fa4\u97f3\u4e50\u4eba\u5199\u4e86\u4e2a\u4fe1\uff0c\u5927\u81f4\u610f\u601d\u662fAI\u5077\u4e86\u4ed6\u4eec\u7684\u4f5c\u54c1\u4e4b\u7c7b\u7684\uff0c\u7136\u540e\u9a6c\u4e0a\u6709\u8bae\u5458\u51fa\u6765\u8bf4\u8981\u63d0\u6848\u300cAI\u8bad\u7ec3\u6570\u636e\u7528\u5230\u4e86\u521b\u4f5c\u8005\u7684\u4f5c\u54c1\u9700\u8981\u4ed8\u94b1\u300d\u3002\u7136\u540e\u51e0\u4e2a\u5609\u5bbe\u9488\u5bf9AI\u6a21\u578b\u7684\u8bad\u7ec3\u7528\u5230\u521b\u4f5c\u8005\u7684\u6570\u636e\u662f\u5426\u9700\u8981\u4ed8\u94b1\u5c55\u5f00\u4e86\u8fa9\u8bba\u3002Friedberg\u7684\u89c2\u70b9\u662f\u300c\u4e0d\u7528\u300d\uff0c\u56e0\u4e3a\u5c31\u50cf\u6240\u6709\u7684\u97f3\u4e50\u4eba\u7684\u521b\u4f5c\uff0c\u5927\u5bb6\u90fd\u662f\u5728\u542c\u8fc7\u65e0\u6570\u9996\u524d\u4eba\u7684\u4f5c\u54c1\u7684\u57fa\u7840\u4e0a\uff0c\u88ab\u300cInspire\u300d\u7136\u540e\u518d\u521b\u4f5c\u51fa\u81ea\u5df1\u7684\u539f\u521b\u4f5c\u54c1\uff0c\u6240\u4ee5\u5982\u679c\u6709\u527d\u7a83\u7684\u5acc\u7591\uff0c\u5e94\u8be5\u9488\u5bf9\u6a21\u578b\u7684\u300c\u8f93\u51fa\u300d\u505a\u76d1\u7ba1\u3002Chamath\u7684\u89c2\u70b9\u5219\u662f\uff0c\u5982\u679c\u53ea\u5bf9Output\u505a\u76d1\u7ba1\uff0c\u90a3\u80af\u5b9a\u6ca1\u6cd5\u76d1\u7763\uff0c\u8fd9\u4e9b\u521b\u4f5c\u8005\u5c31\u7b49\u7740\u65e9\u65e5\u88ab\u5168\u90e8\u53d6\u4ee3\u5427\u3002Sakcs\u6700\u540e\u6bd4\u8f83\u4e2d\u95f4\uff0c\u610f\u601d\u662fAI\u80af\u5b9a\u4e0d\u4f1a\u5b8c\u5168\u7528\u4eba\u7c7b\u4e00\u6837\u7684\u76d1\u7ba1\u65b9\u5f0f\uff0c\u4e0d\u8fc7\u73b0\u5728\u63d0\u76d1\u7ba1\u8fd8\u662f\u6709\u70b9\u65e9\uff0c\u6700\u7ec8\u5e94\u8be5\u8fd8\u662f\u4f1a\u8ba8\u8bba\u51fa\u4e00\u4e2a\u4e2d\u95f4\u7684\u65b9\u5f0f\u6765\u76d1\u7763\u3002<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/youtu.be\/D4BQCaVMjg4?si=v-HCMnrRrzl1dsih\">BG2 EP7<\/a><\/strong><\/p>\n\n\n\n<p>\u8fd9\u671f\u804a\u4e86\u4e24\u4e2a\u5927\u8bdd\u9898\uff0c\u5173\u4e8e\u521b\u4e1a\u516c\u53f8\u60f3\u4e0d\u60f3\u4e0a\u5e02\u548c\u80fd\u4e0d\u80fd\u4e0a\u5e02\u7684\u95ee\u9898\u3002\u6211\u76f4\u63a5\u8bf4\u7ed3\u8bba\u5427\uff0c\u5982\u679c\u521b\u4e1a\u516c\u53f8\u6709250M\u7684ARR\uff0c\u6bcf\u5e74\u80fd\u591f\u589e\u957f50%\uff0c\u7136\u540eUnit economy\u4e5f\u662f\u5065\u5eb7\u7684\uff0c\u8d76\u7d27\u4e0a\u6b22\u8fce\u4e0a\u3002\u6211\u542c\u5230\u8fd9\u91cc\u5fc3\u60f3\uff1a\u90a3XXX\uff0cYYY\uff0cZZZ\u516c\u53f8\u4e0d\u90fd\u5f7b\u5e95\u51c9\u51c9\uff0c\u80a1\u7968\u76f4\u63a5\u5c31\u662f\u5e9f\u7eb8\u3002\u6700\u8fd1\u4e5f\u4e00\u76f4\u5728\u8bfb\u8292\u683c\u7684Almanack\uff0c\u5176\u5b9e\u5f88\u591a\u4e8b\u60c5\u5c0f\u5b66\u751f\u903b\u8f91\u90fd\u80fd\u591f\u7406\u89e3\u4e2a\u4e03\u4e03\u516b\u516b\uff0c\u521b\u4e1a\u516c\u53f8\u7684\u80a1\u7968\u5230\u5e95\u503c\u591a\u5c11\u94b1\uff0c\u300c\u4f60\u7684\u5305\u88f9\u300d\u5230\u5e95\u503c\u591a\u5c11\u94b1\uff0c\u5176\u5b9e\u771f\u7684\u6ca1\u6709\u90a3\u4e48\u590d\u6742\u3002<\/p>\n\n\n\n<p>\u4e24\u4e2a\u4e3b\u6301\u4eba\u4e00\u4e2a\u4e13\u653b\u4e00\u7ea7\u5e02\u573a\uff08Benchmark\uff09\uff0c\u4e00\u4e2a\u91cd\u70b9\u6295\u8d44\u4e8c\u7ea7\u5e02\u573a\uff08Altimeter Capital\uff09\uff0c\u4ed6\u4eec\u89c2\u5bdf\u5230\u5728\u53e4\u65e9\u4e92\u8054\u7f51\u7684\u5e74\u4ee3\uff0c\u56e0\u4e3a private capital \u4e0d\u50cf\u4eca\u5929\u6c34\u91cf\u8fd9\u4e48\u5927\uff0c\u6240\u4ee5\u521b\u4e1a\u516c\u53f8\u53d1\u5c55\u5230\u6bd4\u8f83\u65e9\u671f\u7684\u4e00\u4e2a\u9636\u6bb5\u90fd\u9700\u8981\u4e0a\u5e02\u53bb\u7b79\u96c6\u66f4\u591a\u7684\u8d44\u91d1\u52a0\u901f\u81ea\u5df1\u7684\u53d1\u5c55\uff08\u53c2\u89c1Google\uff0cApple\uff09\u3002\u4f46\u662f\u540e\u6765\u968f\u7740\u4e00\u4e9b\u5927\u578b\u57fa\u91d1\uff0c\u5305\u62ec\u4e3b\u6743\u57fa\u91d1\u5f00\u59cb\u52a0\u5927\u79d1\u6280\u516c\u53f8\u5c24\u5176\u662f\u4e00\u7ea7\u5e02\u573a\u7684\u6295\u8d44\uff0c\u5bfc\u81f4 private market \u5927\u6c34\u6f2b\u704c\uff0c\u79d1\u6280\u516c\u53f8\u5728 private market \u80fd\u62ff\u5230\u8db3\u591f\u591a\u7684\u94b1\u4e5f\u90fd\u4e0d\u6025\u7740\u4e0a\u5e02\uff08\u53c2\u89c1 Uber\uff09\u3002\u4e24\u4e2a\u4e3b\u6301\u4eba\u7684\u89c2\u70b9\u90fd\u662f\uff1a\u300c\u8fd9\u6837\u662f\u4e0d\u597d\u6ef4\uff0c\u4e00\u4e2a\u597d\u516c\u53f8\u5c31\u662f\u5e94\u8be5\u65e9\u4e0a\u5e02\uff0c\u63a5\u53d7\u5e02\u573a\u7684\u76d1\u7763\uff0c\u624d\u80fd\u66f4\u597d\u5730\u53d1\u5c55\u300d\u3002\u53cd\u8fc7\u6765\u4eca\u5929\u770b\u5230\u7684\u7ed3\u679c\u5c31\u662f\uff0c\u6700\u597d\u7684\u521b\u4e1a\u516c\u53f8\u56e0\u4e3a\u73b0\u91d1\u6d41\uff0c\u56e0\u4e3a private market \u80fd\u878d\u5230\u8db3\u591f\u591a\u7684\u94b1\uff0c\u4e5f\u90fd\u5bf9\u4e0a\u5e02\u4e0d\u7740\u6025\uff08\u53c2\u89c1Databricks\uff0cStripe\uff0cByteDance\uff09\u3002\u53cd\u5012\u662f\u90a3\u4e9b\u5df2\u7ecf\u5728private market\u9ed4\u9a74\u6280\u7a77\u7684\u4e0d\u6120\u4e0d\u706b\u7684\u521b\u4e1a\u516c\u53f8\uff0c\u624d\u4e0d\u5f97\u4e0d\u9760\u4e0a\u5e02\u53bb\u5272\u6700\u540e\u4e00\u628a\u97ed\u83dc\u3002\u6240\u4ee5\u624d\u56de\u5230\u524d\u9762\u7684\u90a3\u4e2a\u7ed3\u8bba\u300c\u597d\u516c\u53f8\u8fd0\u8425\u60c5\u51b5\u4e0d\u9519\u7684\u8bdd\uff0c\u5c31\u65e9\u70b9\u4e0a\u5e02\u5427\uff0c\u4e0a\u5e02\u4e86\u8fd8\u6709\u5927\u628a\u5927\u628a\u673a\u4f1a\u589e\u957f\u300d\u3002<\/p>\n\n\n\n<p>\u6211\u7684\u89c2\u70b9\uff1a\u53bb\u521b\u4e1a\u516c\u53f8\u6293\u5f69\u7968\u4e0d\u53ef\u6015\uff0c\u53ef\u6015\u7684\u662f\u53d1\u73b0\u5f69\u7968\u5df2\u7ecf\u6495\u5f00\u662f\u5f20\u767d\u7eb8\u7684\u65f6\u5019\uff0c\u8fd8\u8981\u7ed9\u81ea\u5df1\u627e\u5404\u79cd\u7406\u7531\u7ed9\u81ea\u5df1\u6d17\u8111\u4e0d\u79bb\u4e0d\u5f03\u3002<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/youtu.be\/mT6mRJehJdw?si=PBFzhOoiwKwxhEHL\">In Good Company: Joe Tsai \uff08\u8521\u5d07\u4fe1\uff09<\/a><\/strong><\/p>\n\n\n\n<p>\u542c\u8bf4\u6700\u8fd1\u8fd9\u4e2a\u632a\u5a01\u4e3b\u6743\u57fa\u91d1CEO\u7684podcast\u5f88\u706b\uff0c\u968f\u4fbf\u770b\u4e86\u4e00\u4e0b\u6700\u8fd15\u671f\u91c7\u8bbf\u7684\u4eba\u5c31\u6709\u8521\u5d07\u4fe1\uff0cElon Musk\uff0c\u5fae\u8f6f\u7684CEO Satya \u7b49\u7b49\u3002<\/p>\n\n\n\n<p>\u4e8e\u662f\u627e\u4e00\u5929\u4e0b\u73ed\u542c\u4e86\u8fd9\u671f\u8521\u8001\u677f\u7684\u91c7\u8bbf\u3002\u91cc\u9762\u6bd4\u8f83\u597d\u7b11\u7684\u4e00\u4e2a\u95ee\u7b54\u662f\uff1a\u4e3b\u6301\u4eba\u95ee\u8521\u5d07\u4fe1\u4e3a\u5565\u8981\u4e70NBA\u7684\u7403\u961f\uff0c\u8521\u8001\u677f\u8bf4\u56e0\u4e3a\u6211\u4ece\u5c0f\u5c31\u5f88\u559c\u6b22\u8fd0\u52a8\uff0cblahblah\uff0c\u7ed3\u679c\u88ab\u4e3b\u6301\u4eba\u6253\u65ad\u8bf4\u9053\uff1a\u5927\u5bb6\u90fd\u559c\u6b22\u8fd0\u52a8\uff0c\u4e5f\u4e0d\u662f\u6bcf\u4e2a\u559c\u6b22\u8fd0\u52a8\u7684\u4eba\u90fd\u4f1a\u53bb\u4e70NBA\u7403\u961f\u7684\u3002\u8521\u8001\u677f\u624d\u63a5\u7740\u804a\u5230NBA\u7684\u5206\u8d26\u673a\u5236\u5176\u5b9e\u5bf9\u5c0f\u7403\u961f\u5f88\u516c\u5e73\uff0c\u540c\u65f6\uff0c\u80fd\u53bb\u300c\u62e5\u6709\u300d\u4e00\u652f\u7ebd\u7ea6\u5e02\u91cc\u7684\u7403\u961f\u7684\u673a\u4f1a\u8fd8\u662f\u5f88\u96be\u5f97\u7684\u3002\u542c\u5230\u8fd9\u91cc\u89c9\u5f97\u4e3b\u6301\u4eba\u8ffd\u95ee\u5f97\u597d\uff0c\u95ee\u7b54\u7684\u5185\u5bb9\u4e5f\u591a\u4e86\u5f88\u591a\u5e72\u8d27\u3002<br>\u53e6\u5916\u4e00\u4e2a\u6211\u89c9\u5f97\u6bd4\u8f83\u6709\u610f\u601d\u7684\u662f\u4e3b\u6301\u4eba\u95ee\u8521\u8001\u677f\u600e\u4e48\u770bZG\u7684\u300c\u6d88\u8d39\u300d\uff0c\u8fd9\u91cc\u8521\u8001\u677f\u8fd8\u662f\u6bd4\u8f83\u5b9e\u8bda\u3002\u4ed6\u8bf4\u4e86\u4e24\u4e2a\u70b9\uff1a1. \u53cd\u8d22\u5bcc\u6548\u5e94\uff0c\u56e0\u4e3a\u623f\u4ef7\u4e0b\u8dcc\u5bfc\u81f4\u5927\u91cf\u5bb6\u5ead\u8d44\u4ea7\u8ddf\u623f\u4ea7\u6302\u94a9\u7684ZG\u5bb6\u5ead\u5728\u6d88\u8d39\u7aef\u4e5f\u53d8\u5f97\u754f\u754f\u7f29\u7f29\u30022. \u5c31\u4e1a\u4e0d\u666f\u6c14\uff0c\u5e74\u8f7b\u4eba\u62c5\u5fc3\u5931\u4e1a\uff0c\u4e5f\u4e0d\u89c9\u5f97\u8df3\u69fd\u80fd\u6709\u66f4\u597d\u7684\u62a5\u916c\uff0c\u7ed3\u679c\u4e5f\u662f\u5bfc\u81f4\u5728\u6d88\u8d39\u7aef\u53d8\u5f97\u66f4\u52a0\u8282\u4fed\uff0c\u4e00\u6765\u4e8c\u53bb\u6d88\u8d39\u4e0b\u964d\u5e26\u6765\u901a\u7f29\u3002<br>\u6211\u7684\u95ee\u9898\uff1a\u5982\u679c\u4f60\u5728\u4e0a\u9762\u8bf4\u7684\u5730\u65b9\u751f\u6d3b\uff0c\u4f60\u540c\u610f\u4e48\uff1f<\/p>\n\n\n\n<p><strong>\u53e6\u5916\u51e0\u4e2a\u8fd8\u63a8\u8350\u7684\u89c6\u9891\u64ad\u5ba2<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/TitZV6k8zfA?si=bE7RZ5mnWRrzQNXY\">MKBHD \u6700\u8fd1\u5bf9 Humane AI Pin \u7684\u6d4b\u8bc4<\/a>\u5f15\u8d77\u4e86\u4e0d\u5c0f\u7684\u4e89\u8bba\u3002<a href=\"https:\/\/stratechery.com\/2024\/mkbhds-for-everything\/\">Stratechery \u8fd8\u4e13\u95e8\u5199\u4e86\u4e00\u7bc7\u6587\u7ae0<\/a>\u53bb\u58f0\u63f4MKBHD\u3002\u6587\u7ae0\u91cc\u9762\u6709\u4e00\u4e2aMKBHD <a href=\"https:\/\/youtu.be\/9gk_rl3y_SU?si=zwjcdXtgGrK8SHia\">15\u5e74\u524d\u4e00\u4e2aHP\u7b14\u8bb0\u672c\u7535\u8111\u7684\u6d4b\u8bc4<\/a>\uff0c\u89c6\u9891\u91cc\u90a3\u65f6\u5019\u4ed6\u8fd8\u662f\u4e2a\u5c0f\u9ed1\u5b69\u5b50\uff0c\u7ed3\u679c\u73b0\u5728\u6210\u4e86YouTube\u7684\u9876\u9876\u6d41\uff0c<a href=\"https:\/\/youtu.be\/jz_qFyTrS8w?si=cAVNlc4KtkOdRE4k\">\u4ed6\u62cd\u6444\u89c6\u9891\u7684Studio<\/a>\u770b\u8d77\u6765\u6bd4\u4e00\u4e9b\u79d1\u6280\u516c\u53f8\u7684\u529e\u516c\u5ba4\u8fd8\u8981\u6709\u79d1\u6280\u611f\u548c\u8bbe\u8ba1\u611f\u3002\u4e5f\u662f\u4e00\u4e2aYou want to do it, eventually you are able to make it \u7684\u4f8b\u5b50\u5427\u3002<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/G8T1O81W96Y?si=q-soKCCm3DbrkMNv\">OpenAI CEO\/COO \u5728 20VC \u7684\u91c7\u8bbf<\/a>\u3002\u91cc\u9762\u63d0\u5230\u4e00\u4e2a\u516c\u53f8\u6838\u5fc3\u6838\u5fc3\u518d\u6838\u5fc3\u7684\u539f\u5219\uff1aResearch drives product\uff0cproduct drives sales\u3002\u4e5f\u8bb8\u8fd9\u4e2a\u94fe\u8def\u53cd\u8fc7\u6765\u4f1a\u6709\u4e00\u4e9bfeedback loop\uff0c\u4f46\u662f\u8fd9\u91cc\u9762\u6bcf\u4e2a\u90e8\u95e8\u7684\u4f18\u5148\u7ea7\uff0c\u5728\u9886\u5bfc\u5c42\u7edd\u5bf9\u662f\u6ca1\u6709\u7591\u95ee\u7684\u3002\u5982\u679c\u4f60\u4e5f\u5728\u521b\u4e1a\u516c\u53f8\uff0c\u4f60\u4eec\u7684\u516c\u53f8\u7684\u51b3\u7b56\u94fe\u8def\u662f\u4ec0\u4e48\u6837\u7684\u5462\uff1f<\/li>\n<\/ul>\n\n\n\n<p>\u6700\u540e\u518d\u804a\u804a\u751f\u6d3b\u5427\uff0c\u4e0b\u5468\u53c8\u53cc\u53d2\u53d5\u8981\u642c\u5bb6\u4e86\uff0c\u8fd9\u51e0\u5e74\u642c\u5bb6\u642c\u7684\u5df2\u7ecf\u6709\u70b9\u719f\u7ec3\u4e86\uff0c\u6bcf\u5e74\u5e73\u5747\u642c\u5bb6\u6b21\u6570\u611f\u89c9\u5df2\u7ecf\u662f > 1 \u4e86\u3002\u6ca1\u6709\u4eba\u559c\u6b22\u642c\u5bb6\u7684\uff0c\u4f46\u662f\u52a8\u529b\u7ec8\u7a76\u662f\u6765\u6e90\u4e8e\u5bf9\u66f4\u597d\u7684\u751f\u6d3b\u7684\u671f\u5f85\u5427\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6700\u8fd1\u5f00\u59cb\u7528Notion\u8bb0\u5f55\u542c\u8fc7\u770b\u8fc7\u8bfb\u8fc7\u7684\u64ad\u5ba2\uff0c\u89c6\u9891\u548c\u6587\u7ae0\uff0c\u542c\u5230\u89c9\u5f97\u6709\u610f\u601d\u7684\u60f3\u6cd5\u9694\u4e00\u6bb5\u65f6\u95f4\u4e00\u8d77\u603b\u7ed3\u4e00\u4e0b\u3002 All-In E174 \u8fd9\u671f\u51e0\u4e2a\u5609\u5bbe\u804a\u4e86 Western countries big cities \u666e\u904d\u7684\u6d41\u6d6a\u6c49\u95ee\u9898\uff0cChamath\u53bb\u4e86\u4e00\u8d9f\u5df4\u9ece\u89c9\u5f97\u300c\u5367\u69fd\u300d\u5df4\u9ece\u8ddf\u65e7\u91d1\u5c71\u4e5f\u5dee\u4e0d\u591a\uff0c\u51fa\u95e8\u8fd8\u8981\u4e00\u76f4\u62c5\u5fc3\u6709\u6ca1\u6709\u4eba\u4f1a\u6765\u5077\u4ed6\u62a2\u4ed6\u7684\u624b\u8868\u94b1\u5305\uff0c\u6240\u4ee5\u7f8e\u56fd\u5176\u5b9e\u4e5f\u4e0d\u5dee\u561b\u3002\u7136\u540eFriedberg \u95ee\u4e86\u4ed6\u4e00\u4e2a\u95ee\u9898\u4f60\u89c9\u5f97\u8ddf\u4e9a\u6d32\u57ce\u5e02\u6bd4\u5462\uff08\u65b0\u52a0\u5761\uff0c\u4e1c\u4eac\uff0c\u4e2d\u56fd\u7684\u57ce\u5e02\uff0cetc.\uff09\uff0c\u4ed6\u624d\u610f\u8bc6\u5230\u597d\u50cf\u8fd9\u4e5f\u4e0d\u662f\u4e00\u4e2a\u4e16\u754c\u6027\u666e\u904d\u7684\u95ee\u9898\uff0c\u56e0\u4e3a\u4e9a\u6d32\u7684\u57ce\u5e02\u5b89\u5168\u6027\u597d\u592a\u591a\u4e86\u5427 \u3002Sacks\u624d\u4e00\u9488\u89c1\u8840\u5730\u6307\u51fa\u8fd9\u662f\u8fc7\u53bb\u5341\u591a\u5e74\u6765\u897f\u65b9\u6267\u653f\u653f\u5e9c\u5927\u5439\u7684\u300c\u5de6\u98ce\u300d\u5bfc\u81f4\u7684\u7ed3\u679c\u3002 \u6211\u7684\u89c2\u70b9\uff1a\u53bb\u5e74APEC\u5728\u65e7\u91d1\u5c71\u4e3e\u529e\uff0c\u8bc1\u660e\u5176\u5b9e\u5b83\u4e5f\u662f\u53ef\u4ee5\u4e00\u591c\u53d8\u8eab\u5e72\u51c0\u6574\u9f50\u6709\u79e9\u5e8f\u7684\u73b0\u4ee3\u90fd\u5e02\u7684\uff0c\u53ef\u80fd\u8fd8\u9700\u8981\u518d\u7b49\u4e00\u7b49\uff0c\u7b49\u5f80\u300c\u53f3\u300d\u5439\u7684\u98ce\u5439\u4e00\u5439\uff0c\u300c\u96f6\u5143\u8d2d\u300d\u3001\u300c\u6d41\u6d6a\u6c49\u300d\u7684\u95ee\u9898\u4e5f\u90fd\u4f1a\u4e0d\u65ad\u6539\u5584\u5427\u3002 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\u7f8e\u8054\u50a8\u4fdd\u6301\u9ad8\u5229\u7387 > Biden\u4e0b\u53f0\u3002\u6211\u7684\u89c2\u70b9\uff1a\u6700\u8fd1\u56fd\u4f1a\u8ba8\u8bba\u300c\u56fd\u5916\u52bf\u529b\u5e72\u6270\u7f8e\u56fd\u9009\u4e3e\u300d\u8ba8\u8bba\u5f97\u706b\u70ed\uff0c\u4e5f\u8bb8\u4ed6\u4eec\u770b\u9519\u4e86\u8ba8\u8bba\u7684\u5bf9\u8c61\u3002 \u8fd9\u671f\u8fd8\u804a\u4e86 AI \u548c\u97f3\u4e50\u521b\u4f5c\u3002\u5982\u679c\u8bfb\u8005\u4f60\u8fd8\u6ca1\u542c\u8bf4\u8fc7Suno\uff0c\u8d76\u7d27\u6253\u5f00 YouTube \u641c\u4e00\u4e2a\u89c6\u9891\u770b\u770b\uff0c\u4fdd\u8bc1\u60ca\u6389\u4f60\u7684\u4e0b\u5df4\u3002\u6545\u4e8b\u80cc\u666f\u662f\u4e00\u7fa4\u97f3\u4e50\u4eba\u5199\u4e86\u4e2a\u4fe1\uff0c\u5927\u81f4\u610f\u601d\u662fAI\u5077\u4e86\u4ed6\u4eec\u7684\u4f5c\u54c1\u4e4b\u7c7b\u7684\uff0c\u7136\u540e\u9a6c\u4e0a\u6709\u8bae\u5458\u51fa\u6765\u8bf4\u8981\u63d0\u6848\u300cAI\u8bad\u7ec3\u6570\u636e\u7528\u5230\u4e86\u521b\u4f5c\u8005\u7684\u4f5c\u54c1\u9700\u8981\u4ed8\u94b1\u300d\u3002\u7136\u540e\u51e0\u4e2a\u5609\u5bbe\u9488\u5bf9AI\u6a21\u578b\u7684\u8bad\u7ec3\u7528\u5230\u521b\u4f5c\u8005\u7684\u6570\u636e\u662f\u5426\u9700\u8981\u4ed8\u94b1\u5c55\u5f00\u4e86\u8fa9\u8bba\u3002Friedberg\u7684\u89c2\u70b9\u662f\u300c\u4e0d\u7528\u300d\uff0c\u56e0\u4e3a\u5c31\u50cf\u6240\u6709\u7684\u97f3\u4e50\u4eba\u7684\u521b\u4f5c\uff0c\u5927\u5bb6\u90fd\u662f\u5728\u542c\u8fc7\u65e0\u6570\u9996\u524d\u4eba\u7684\u4f5c\u54c1\u7684\u57fa\u7840\u4e0a\uff0c\u88ab\u300cInspire\u300d\u7136\u540e\u518d\u521b\u4f5c\u51fa\u81ea\u5df1\u7684\u539f\u521b\u4f5c\u54c1\uff0c\u6240\u4ee5\u5982\u679c\u6709\u527d\u7a83\u7684\u5acc\u7591\uff0c\u5e94\u8be5\u9488\u5bf9\u6a21\u578b\u7684\u300c\u8f93\u51fa\u300d\u505a\u76d1\u7ba1\u3002Chamath\u7684\u89c2\u70b9\u5219\u662f\uff0c\u5982\u679c\u53ea\u5bf9Output\u505a\u76d1\u7ba1\uff0c\u90a3\u80af\u5b9a\u6ca1\u6cd5\u76d1\u7763\uff0c\u8fd9\u4e9b\u521b\u4f5c\u8005\u5c31\u7b49\u7740\u65e9\u65e5\u88ab\u5168\u90e8\u53d6\u4ee3\u5427\u3002Sakcs\u6700\u540e\u6bd4\u8f83\u4e2d\u95f4\uff0c\u610f\u601d\u662fAI\u80af\u5b9a\u4e0d\u4f1a\u5b8c\u5168\u7528\u4eba\u7c7b\u4e00\u6837\u7684\u76d1\u7ba1\u65b9\u5f0f\uff0c\u4e0d\u8fc7\u73b0\u5728\u63d0\u76d1\u7ba1\u8fd8\u662f\u6709\u70b9\u65e9\uff0c\u6700\u7ec8\u5e94\u8be5\u8fd8\u662f\u4f1a\u8ba8\u8bba\u51fa\u4e00\u4e2a\u4e2d\u95f4\u7684\u65b9\u5f0f\u6765\u76d1\u7763\u3002 BG2 EP7 \u8fd9\u671f\u804a\u4e86\u4e24\u4e2a\u5927\u8bdd\u9898\uff0c\u5173\u4e8e\u521b\u4e1a\u516c\u53f8\u60f3\u4e0d\u60f3\u4e0a\u5e02\u548c\u80fd\u4e0d\u80fd\u4e0a\u5e02\u7684\u95ee\u9898\u3002\u6211\u76f4\u63a5\u8bf4\u7ed3\u8bba\u5427\uff0c\u5982\u679c\u521b\u4e1a\u516c\u53f8\u6709250M\u7684ARR\uff0c\u6bcf\u5e74\u80fd\u591f\u589e\u957f50%\uff0c\u7136\u540eUnit economy\u4e5f\u662f\u5065\u5eb7\u7684\uff0c\u8d76\u7d27\u4e0a\u6b22\u8fce\u4e0a\u3002\u6211\u542c\u5230\u8fd9\u91cc\u5fc3\u60f3\uff1a\u90a3XXX\uff0cYYY\uff0cZZZ\u516c\u53f8\u4e0d\u90fd\u5f7b\u5e95\u51c9\u51c9\uff0c\u80a1\u7968\u76f4\u63a5\u5c31\u662f\u5e9f\u7eb8\u3002\u6700\u8fd1\u4e5f\u4e00\u76f4\u5728\u8bfb\u8292\u683c\u7684Almanack\uff0c\u5176\u5b9e\u5f88\u591a\u4e8b\u60c5\u5c0f\u5b66\u751f\u903b\u8f91\u90fd\u80fd\u591f\u7406\u89e3\u4e2a\u4e03\u4e03\u516b\u516b\uff0c\u521b\u4e1a\u516c\u53f8\u7684\u80a1\u7968\u5230\u5e95\u503c\u591a\u5c11\u94b1\uff0c\u300c\u4f60\u7684\u5305\u88f9\u300d\u5230\u5e95\u503c\u591a\u5c11\u94b1\uff0c\u5176\u5b9e\u771f\u7684\u6ca1\u6709\u90a3\u4e48\u590d\u6742\u3002 \u4e24\u4e2a\u4e3b\u6301\u4eba\u4e00\u4e2a\u4e13\u653b\u4e00\u7ea7\u5e02\u573a\uff08Benchmark\uff09\uff0c\u4e00\u4e2a\u91cd\u70b9\u6295\u8d44\u4e8c\u7ea7\u5e02\u573a\uff08Altimeter Capital\uff09\uff0c\u4ed6\u4eec\u89c2\u5bdf\u5230\u5728\u53e4\u65e9\u4e92\u8054\u7f51\u7684\u5e74\u4ee3\uff0c\u56e0\u4e3a private capital \u4e0d\u50cf\u4eca\u5929\u6c34\u91cf\u8fd9\u4e48\u5927\uff0c\u6240\u4ee5\u521b\u4e1a\u516c\u53f8\u53d1\u5c55\u5230\u6bd4\u8f83\u65e9\u671f\u7684\u4e00\u4e2a\u9636\u6bb5\u90fd\u9700\u8981\u4e0a\u5e02\u53bb\u7b79\u96c6\u66f4\u591a\u7684\u8d44\u91d1\u52a0\u901f\u81ea\u5df1\u7684\u53d1\u5c55\uff08\u53c2\u89c1Google\uff0cApple\uff09\u3002\u4f46\u662f\u540e\u6765\u968f\u7740\u4e00\u4e9b\u5927\u578b\u57fa\u91d1\uff0c\u5305\u62ec\u4e3b\u6743\u57fa\u91d1\u5f00\u59cb\u52a0\u5927\u79d1\u6280\u516c\u53f8\u5c24\u5176\u662f\u4e00\u7ea7\u5e02\u573a\u7684\u6295\u8d44\uff0c\u5bfc\u81f4 private market \u5927\u6c34\u6f2b\u704c\uff0c\u79d1\u6280\u516c\u53f8\u5728 private market \u80fd\u62ff\u5230\u8db3\u591f\u591a\u7684\u94b1\u4e5f\u90fd\u4e0d\u6025\u7740\u4e0a\u5e02\uff08\u53c2\u89c1 Uber\uff09\u3002\u4e24\u4e2a\u4e3b\u6301\u4eba\u7684\u89c2\u70b9\u90fd\u662f\uff1a\u300c\u8fd9\u6837\u662f\u4e0d\u597d\u6ef4\uff0c\u4e00\u4e2a\u597d\u516c\u53f8\u5c31\u662f\u5e94\u8be5\u65e9\u4e0a\u5e02\uff0c\u63a5\u53d7\u5e02\u573a\u7684\u76d1\u7763\uff0c\u624d\u80fd\u66f4\u597d\u5730\u53d1\u5c55\u300d\u3002\u53cd\u8fc7\u6765\u4eca\u5929\u770b\u5230\u7684\u7ed3\u679c\u5c31\u662f\uff0c\u6700\u597d\u7684\u521b\u4e1a\u516c\u53f8\u56e0\u4e3a\u73b0\u91d1\u6d41\uff0c\u56e0\u4e3a private market \u80fd\u878d\u5230\u8db3\u591f\u591a\u7684\u94b1\uff0c\u4e5f\u90fd\u5bf9\u4e0a\u5e02\u4e0d\u7740\u6025\uff08\u53c2\u89c1Databricks\uff0cStripe\uff0cByteDance\uff09\u3002\u53cd\u5012\u662f\u90a3\u4e9b\u5df2\u7ecf\u5728private market\u9ed4\u9a74\u6280\u7a77\u7684\u4e0d\u6120\u4e0d\u706b\u7684\u521b\u4e1a\u516c\u53f8\uff0c\u624d\u4e0d\u5f97\u4e0d\u9760\u4e0a\u5e02\u53bb\u5272\u6700\u540e\u4e00\u628a\u97ed\u83dc\u3002\u6240\u4ee5\u624d\u56de\u5230\u524d\u9762\u7684\u90a3\u4e2a\u7ed3\u8bba\u300c\u597d\u516c\u53f8\u8fd0\u8425\u60c5\u51b5\u4e0d\u9519\u7684\u8bdd\uff0c\u5c31\u65e9\u70b9\u4e0a\u5e02\u5427\uff0c\u4e0a\u5e02\u4e86\u8fd8\u6709\u5927\u628a\u5927\u628a\u673a\u4f1a\u589e\u957f\u300d\u3002 \u6211\u7684\u89c2\u70b9\uff1a\u53bb\u521b\u4e1a\u516c\u53f8\u6293\u5f69\u7968\u4e0d\u53ef\u6015\uff0c\u53ef\u6015\u7684\u662f\u53d1\u73b0\u5f69\u7968\u5df2\u7ecf\u6495\u5f00\u662f\u5f20\u767d\u7eb8\u7684\u65f6\u5019\uff0c\u8fd8\u8981\u7ed9\u81ea\u5df1\u627e\u5404\u79cd\u7406\u7531\u7ed9\u81ea\u5df1\u6d17\u8111\u4e0d\u79bb\u4e0d\u5f03\u3002 In Good Company: Joe Tsai \uff08\u8521\u5d07\u4fe1\uff09 &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/wukan.me\/?p=2623\" class=\"more-link\">Continue reading<span 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