
電子報內容聚焦在 ABC(AI 人工智慧、Blockchain 區塊鏈、Creator Economy 創作者經濟)三大主題領域相關的科技、商業、職場變化。歡迎免費訂閱。
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對我來說,Oracle 和創辦人 Larry Ellison 是頗有個人連結的「老朋友」。作為 2000 年代 Cover 企業軟體線的記者,Oracle 資料庫之王、長時間是僅次於微軟的全球第二大軟體巨頭,以及 Larry Ellison 極具個人風格的行事作風與商業策略,在那幾年,真的為我帶來不少報導題材與靈感。更早以前,我在大學時期與資管的相關課程中,由 Oracle 率先商業化的 SQL 資料庫處理,則是一門一學期三學分的必修課程(當然已經全部還給當年的老師了)。
上週五(9/5)美股盤後,傳出 Robinhood 與另外兩檔股票,將被正式納入 S&P 500 指數成分股(而不是許多 Web3 小夥伴們期待的 Strategy)。這家如今的金融科技巨頭,當年乘著「佔領華爾街」社會運動能量而創立,運用各種 Mobile Internet、數位科技而起,並在這兩年隨著 AI、Blockchain 浪潮起飛,一路走來,Robinhood 都是推動散戶革命的重要代表力量之一。
自從 2020 年 9 月 30 日 IPO 以來,Palantir Technologies 就是一家非常與眾不同的科技成長股。幾乎從準備 IPO 時,外界就開始有「股價太貴」、「市值不合理」的言論。過去這近兩年來,它的股價以非常驚人的斜率上漲,股價更貴、市值更不合理了。
2023 年初,Google 還因 AI 生成模型的公關災難而焦頭爛額,被外界譏為「起了個大早,趕了個晚集」。然而,短短兩年多,風向似乎正在逆轉。一份來自 Apple 的「求救訊號」、一份來自 Meta 的百億美元訂單,加上一場讓外界驚艷的開發者大會,正揭示著 Google 不僅走出了陰霾,甚至可能已悄悄地在這場世紀豪賭中,取得了關鍵性的領先。這場逆襲的劇本,究竟是如何寫成的?
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曾任職媒體、創投、創業加速器,目前為新創陪跑顧問/Advisor。為新創 / 創業者提供 PR 策略、Stakeholders 溝通、GTM、自媒體經營、內容行銷、社群策略形象、雇主品牌/教育訓練/人才招募策略等相關協助。期許自己成為溫柔但堅定的批判者。
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