Lucy’s Substack
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | a year ago | Last Issue | 19 days ago |
| Active | |||||
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Manus 的結局真相
先例，才是北京最想要的東西
這是中國第一次動用外商投資安全審查機制來否決一單跨境收購交易。
先例的意義不在於 MANUS 這家公司本身——一家百人規模的創業公司對中國整體的人工智能產業影響微乎其微——意義在於以後任何中國創業者想把技術整體帶走的時候，都得掂量一下。
而且執行層面其實接近一紙空文——中國對新加坡註冊的實體沒有管轄權，銀行不會配合凍結賬戶——但這不重要。
謝林在一九六零年寫《衝突的策略》的時候說過：
威懾的有效性不取決於你能不能懲罰這一個人，...
從「簽證生死線」到 26k Stars：為什麼這家 YC 公司要賭上 AI Agent 的「保險箱」？
在矽谷，有一種創業者最可怕：他們曾被逼到絕境，然後靠著「徹底開源」死裡逃生。
這是我最近深度拆解的案例 —— Infisical。這家公司剛完成了 $16M 的 A 輪融資，由傳奇天使 Elad Gil 領投。但我更感興趣的是他們背後的創業故事，以及他們剛在 GitHub 釋出的新賭注：Agent-Vault。
康乃爾三人組的「暴力轉向」
Infisical的創業歷程是一個典型的「國際學生創業生存戰」。Vlad、Tony 和 Maidul 是 Cornell C...
「一顆 GitHub star 的批發價格是 0.06 美元」窥探千萬美金的 「star 黑市」
SocialPlug.io 在主頁上寫著”已交付 310 萬顆 GitHub star，服務過 53,000 個客戶”，還提供可以程序化下單的 API。
新賬號刷出來的星 3 美分起，帶幾年活動記錄的 aged account 開到 80 美分以上。每一筆訂單附帶 30 天替換保證——你買的星被 GitHub 刪了，他們給你補。
GitHubPromoter、Followdeh、Buy.fans、Vurike，公開掛牌的同類網站至少十幾家。Fiverr 上同時有 24 個...
還在被SD2（Seedance 2.0）氪金 嗎？實測 - 解說 新開源模型 “快樂馬” happyhorse ，SOTA狂甩60分！
交了百萬保證金，結果視頻還在降智？Sora 燒光 1500 萬美金被 OpenAI 親手關停。字節 Seedance 2.0 趁虛而入，坐地起價，企業合同 200 萬美金才能接入！誰也沒想到，上周殺出一匹免費開源的‘快樂馬’ HappyHorse，SOTA 盲測直接反超 SD2 整整 60 分！今天，我們直接 Side by Side 實測，看看誰才是真正的視頻生成之王！
Lucy’s Substack is a reader-supported publication....
除了原子彈，華強北什麼都能造！跟B站百萬博主深入中國電子第一街｜AI眼鏡 99元｜大疆平替 450元｜Physical AI 宇宙中心
跟我一起深入華強北看Physical AI的「隱形富豪」和 #聯發科 如何佔領「宇宙中心」！
完整影片就在Youtube搜索「OpenTalk想開了」就可以找到！
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The writers behind this newsletter.
As an expert in investment and strategy, I specialize in China's tech innovation landscape and business development. I provide strategic, actionable insights on technology market trends and value generation opportunities across these sectors.
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