btyc
btycA middle-aged guy who loves to dig into things and monologue out loud
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 150 | Subscribers | Read | btyc.substack.com |
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Latest Issues
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AI 都自主立憲了，你還覺得算力快飽和了嗎？
過去一個月，我每天都在覆盤自己對軟體行業的判斷。我必須承認，我之前對傳統 SaaS 企業的評估過於樂觀了。我原以為，只要這些公司能及時接入 AI 功能，就能在這場 AI 革命中進行破壞性創新迎來重生，不然就是緩慢地被吞噬殆盡，然而實際上整個變化比我想的更為迅速，甚至最近 X 上的熱門聲調全是 “SasS is Dead”
GTC 2026 AI 基建時代的總包工頭
在 2026 年 3 月 16 日的 GTC 大會上，當黃仁勳穿著招牌黑色皮衣現身 SAP 中心時，台下近萬名觀眾已有共識。這一次老黃要講的不是某個單一晶片，而是一整套 AI「全家桶」。
能源三部曲：UPRISE、SPARK、UTILIZE 與我的觀察名單
2026 年 3 月的全球資本市場，瀰漫著一股亢奮與焦慮交織的特殊氣氛。一方面是本週登場的 OFC 與 GTC 科技大會，再次將 AI 狂熱議題推向更高的維度；另一方面是美伊地緣衝突的陰霾，讓上週國際油價越過每桶的百元大關。兩大宏觀事件看似平行，卻重新將一個議題推到了所有投資人的眼前「能源安全」。
2026 年 3 月 13 日宏觀數據週報
週報數據截止 2026 年 3 月 13 日紐約時間收盤，僅供投資人參考，非任何投資建議。
Authors
The writers behind this newsletter.
投資人二代，自小被當「理財小孩」養成。長大後沒跑掉，反而更著迷於尋找中小型的科技黑馬。涉獵廣泛，只要有趣的東西都喜歡研究。人生理念是愛老婆發大財
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