My personal Substack
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 2017 | Founded | a year ago | Last Issue | 4 days ago |
| Active | Language |  Korean | |||
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細行報告 —— 你們先走，我來殿後
SpaceX 的上市招股書里，藏著一個非常高明的細節。
大家都知道，傳統公司上市，內部員工和早期投資者都有一個 6 個月的鎖定期。等 180 天一到，所有人一擁而下瘋狂套現，股價往往會迎來一次大地震。
但 SpaceX 不玩這一套。它設計了一套極其精密、像火箭多級分離一樣的分批解禁機制。
它是怎麼拆解這波拋壓的？
首先，不一刀切。
在 2026 年第二季度財報公佈後，先解禁最多 20% 的股份，讓大家嘗點甜頭。
其次，綁定股價表現。如果上市後的股價，能比發行價高出...
細行報告 —— Nvidia未來是否高枕無憂
2017年，我們在分析人工智慧產業趨勢時，特別推薦了 Nvidia 。因為在 AI 大潮裡，算力會成為最關鍵的生產資料，而 GPU 正是訓練和推理大模型的重要核心硬體之一。
2017年，我們在分析人工智慧產業趨勢時，特別推薦了 Nvidia 。因為在 AI 大潮裡，算力會成為最關鍵的生產資料，而 GPU 正是訓練和推理大模型的重要核心硬體之一。
地緣政治 —— 全球正在發生的物流危機
中東地區正面臨一場由航運受阻引發的物流危機。由於大量貨船無法正常通過關鍵航道荷姆茲海峽，原本高度依賴海運的區域供應鏈被迫改道，轉向效率較低的陸橋運輸模式，對全球貿易與當地經濟產生深遠影響。
中東地區正面臨一場由航運受阻引發的物流危機。由於大量貨船無法正常通過關鍵航道荷姆茲海峽，原本高度依賴海運的區域供應鏈被迫改道，轉向效率較低的陸橋運輸模式，對全球貿易與當地經濟產生深遠影響。
Aether Holdings to open waitlist for retail investor AI research platform
Aether Holdings is set to open the waitlist for Alphid.ai, its agentic artificial intelligence research platform designed to give retail investors institutional-grade investment analysis, Investing.com has learned.
The fintech company plan...
窮不可怕，一直窮才可怕
兩年前，董事局問我，未來要把Kenji San Substack帶往何處？我的回答是：以「社交媒體」為核心，打造有影響力的「共學平臺」，協助人們成為更好的自己。
你不是訂閱內容，是訂閱更好的自己。
Social Media始終是核心。因為假新聞氾濫、演算法讓人們知識偏食症上身、數位新知爆炸，我深信，更被信任、更有洞見的媒體平台，是大時代的需要。
單向傳遞內容，只是舊媒體；唯有融入共創精神，才能發揮網路時代的精髓，成為被人們渴求的新媒體。
一如人們買Supplement...
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I'm Kenji Osone (Kenji San), I'm a serial investor, an IT geek, we share everything about life.
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