Vincent’s Substack
Vincent Cheng-Wen Yu 余鎮文My personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 107 | Founded | a year ago | Last Issue | 6 days ago |
| Active | Language |  Korean | |||
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vincentcwyu.substack.comLatest Issues
別讓 AI 幫你交作業：新人怎麼學，主管怎麼看
關於 AI 與工作的焦慮，這幾個月談得最多的是哪些職位會被取代。但即使初階職位沒有立刻消失，新人的養成方式也已經改變。
過去新人做的初階工作，可以拆成三種功能。第一是生產，新人負責整理資料、做模型、寫報告、完成主管交辦的雜活；第二是學習，他在完成工作的過程中練習判斷；第三是辨認，主管可以從產出看出這個人的能力、盲點與成長速度。
AI 先提高了產出效率，也讓主管更難從成品判斷新人是否真的學到東西。新人完成工作，不再保證他經歷過練習；交出的報告愈來愈漂亮，主管卻更難分辨他到底...
先讓自己輸得起，才談得上放得下
前幾個星期在 podcast 裡，被曼尼和 Angela 隔空點名聊聊內心的平靜與超然。我自認談不上超然，但也許可以分享一件過去慢慢學會的事：怎麼降低外部波動對心理的影響。
我不太想從那種「全然放下」的概念開始談。因為很多人把平靜理解成一種意志力，好像只要想通了，就能把欲望、比較、後悔和不甘心全部收進抽屜。但一個還在養家、還在看股價，還要面對同事、社群、孩子、父母，以及自己老去的人，你要他完全不在意，只是另一種不切實際。
Charlie Munger...
哲學家寫下的是原則，AI 模型跑出來的是誘因
十多年前a16z 說 「software is eating the world」。
十多年後我們才發現，incentives are eating software。
前幾週讀經濟學人時，我最感興趣的一篇文章就是《Why big AI labs are hiring so many philosophers》。為什麼大型 AI 實驗室開始認真僱用哲學家？
當年最有價值的能力是把想法寫成程式。現在更棘手的問題，則是當程式開始替人做判斷時，我們該把什麼原則寫進去，又如何確...
你在用誰的尺，替自己估值？
之前在思考商業解碼選題的時候，曾經考慮過一家公司，它靠幾句廣告詞，讓全世界相信「愛情需要一顆石頭來證明」。
它叫 De Beers。數十年來，它幾乎等於鑽石本身。可如今這家公司成了母公司急著切割，卻又很難賣出好價格的燙手資產。
過去三年，Anglo American 一再下修 De Beers 的帳面價值。2024 年 5 月，在擊退 BHP 的併購後，它宣布退出鑽石業務，準備分拆或出售 De Beers。只是到了 2026 年中，這筆交易仍未簽成。
更諷刺的是，De...
AI 把解釋變便宜後，父母真正該拿回什麼？
十幾年前，一個家教老師一小時可能要幾百元甚至上千元。今天，AI 扮演的家教，成本低到幾乎可以忽略，還能把同一個概念換十種講法。按理說父母應該鬆一口氣。奇怪的是，我身邊很多家長的焦慮不但沒有下降，反而更高了。
為什麼變便宜的東西，會讓人更焦慮？
因為 AI 把「講答案」變便宜了，卻讓「知道孩子哪裡卡住」變成更稀缺的能力。
諷刺的是，AI 越來越進步後，輸在起跑點的未必是孩子，反倒是被焦慮綁架的父母。
以前我們搶的是補習班名額。現在我們搶的是另一種安全感：我有沒有幫孩子用...
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Authors
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* Ex buy-side analysts, specialized in healthcare industry research (Clairvoyance Capital; JP Morgan Asset Management) * Professor of Practice, National Taiwan University * Associate Professor of Practice, Chang Gung University
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