DayDayDreamRetire
DayDayDreamRetire可複製的方法論 × 可信賴的深度分析＝陪你走向清晰的財務未來
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 37 | Subscribers | Read | daydaydreamretire.substack.com |
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同樣面對 AI，為何有人失速有人加速？中小型 SaaS 案例的壓力測試與拆解
熟悉我的讀者都知道，我對軟件行業被 AI 取代持懷疑多於相信的態度。上一篇我在研究 ServiceNow 時得出的結論是：AI 暫時仍未對公司的營收造成顯著影響。
全網最詳細拆解！ServiceNow Q1 季報：終結無意義的爭論與雜音，以數據驗證AI 的真相
關於先前SaaS未日論的推論及爭議，在此我就不再展開了。經過數月思考和辯論後，支持與反對的立場已經相對清楚。然而，多數論據仍停留在缺乏實質證據的層面，繼續爭論也沒有幫助。
UNH 2026 Q1 季報短評
聯合健康集團 (UNH)剛出了最新季報，本次財報表現良好，並帶來些許驚喜。
面對市場回調，我是這樣應對。
每次市場下跌，我從不預測，只用一個框架判斷該做什麼。
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一起在投資路上努力 直到我們退休的那天
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