Roger’s Newsletter
Roger's NoteAbout life, Investment and Interest
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 179 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||
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Roger's Letter #35
Input
- 2026-01-06 2026 Nvidia CES
* 說明：Jensen Huang今年CES Keynote講更多的還是在物理AI，然而物理AI仍然處於早期，比較有趣的是他談到物理AI的技術架構（訓練、推論、模擬）。
- 2026-01-12 A16Z深入研究 by NotBoring
* 說明：NotBoring這篇A16Z深度研究是我看過針對A16Z最完整的梳理與研究。
- 2026-01-12 El...
開源了一個Auto Research小工具
核心想法學自 Andrej Karpathy：讓 AI 在你睡覺時，自己做研究、自己評分、自己找缺口補研究——循環到夠好為止。
他的版本是讓 AI 跑機器學習實驗。我的版本是讓 AI 幫你寫股票深度研究報告。
輸入股票代號，睡一覺，起來拿報告。有 投資結論、有管理層引言出處、並且從環境、生意、組織、人，四個角度去深入調研。
過去我曾想把寫的投資應用程式開源出來，但其實程式bug很多，而且每個人流程不一樣，我覺得開源出來沒什麼價值的感覺，但現在這個，大家可以自己去修改Sk...
新加坡快閃/AI 小聚 Takeaway
這兩天實在太多事情發生，幾點Takeaway
1. AI小聚
很感謝大家來參加這次的AI小聚，對我來說，其實參與者才是真正的主角，作為一個對於AI很有熱情，想研究更多AI的外行人
比起我們分享我們在調研上看到的東西，很感謝現場業內的參與者提供許多看法與觀點，我們藉此收穫了許多不錯的insight。
儘管此次活動只是一個小小的開始，但相信我們可以透過定期的聚會，打造更好的input與output交流平台。
我很喜歡A16Z分享他們的投資研究方法，要努力的試用新產品或...
2025年回顧
Highlight
1.投資，最重要的還是投資
跟我比較熟的大概知道，我一年就找兩三個可投資的投資標的，當然研究肯定更多家。
很幸運這幾年都有找到一些還行的標的，讓我這三年的報酬遠超大盤（SPY與0050），但真的是時機成分大一些。
這幾年最大的Takeaway是找到厲害的企業家，時時追蹤，等到好生意的壞消息時刻做出大膽的投資，效果最佳。
Facebook是我多年前從劍橋事件開始追蹤，富途牛牛是從中國禁令開始追蹤，而今年看的Google，則是因為多年來持續追蹤廣...
AI Investing Meetup
A16Z宣布成立a16z Build-一個結合新創創業家（Founders）、科學家（Technologists）、專業經理人（Operator）的常態性聚會
A16Z在他給所有人的文章開宗明義引用Paul Graham的話：
「充滿企圖心的人是稀缺的。在隨機的環境裡，他們身邊往往缺乏同樣積極的夥伴。然而，一旦把他們和同樣渴求卓越的人聚在一起，他們就會像瀕死的植物獲得水分一樣，徹底蓬勃盛開。」
“Ambitious people are rare, so if...
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記錄生活、投資與興趣
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