世界首富馬斯克親自下場挖角,年薪直接開到 800 萬台幣,履歷塞爆網站!這場挑釁表面上看是 Terafab 對台積電的攻擊,背後其實是一場的訂單爭奪戰。
這支影片完整拆解魏哲家的真實處境:他在法說會上回的「沒有捷徑」四個字,根本不是講給馬斯克聽的。馬斯克那 1% 到 2% 的訂單,翻不翻臉都無關痛癢。真正讓他睡不著的,是另一個 38 年來最危險的對手——陳立武。
📌 影片章節
00:00 你以為魏哲家是在客氣
02:00 三天挖到竹科:800 萬年薪的職缺長怎樣
04:30 帳算給你看:馬... more
Uber 一整年的 AI 預算,四個月就燒光了。Anthropic 一季成長 80 倍,CEO 親口說「撐不住了」,只好飛去找馬斯克租 22 萬顆 GPU。雲端五大咖明年要砸 7000 億美金,錢都已經編進預算、付清訂金。
這些訂單最後追到哪裡?全部追到台積電門口。
這支影片要講的是:接下來這 12 個月,台積電會迎來 38 年來最強的時刻——技術領先、訂單爆滿、現金滿溢,三件事第一次同時發生。但在山頂的另一邊,AMD 蘇姿丰已經把下一代 Venice 的訂單分給三星 2 奈米,客戶心裡的算... more
馬斯克為什麼選在這個時間點告 OpenAI?開口要 1,300 億美金、還要 Sam Altman 滾出董事會——這場官司表面上是私人恩怨,背後其實是一場精心設計的搶錢大戲。
這支影片完整拆解馬斯克的訴訟劇本:他要的根本不是判決,而是「訴訟」這個過程本身。開庭前一天微軟就已經先讓步、Ilya 即將出庭作證、OpenAI 上市時程被打亂——馬斯克幾乎零成本就拿下第一個戰利品。
📌 影片章節
00:00:你以為你看懂了
02:30:6,760 億身家的流動性陷阱
06:45:兩大錢坑年燒 17... more
Tim Cook 要退休了,但接班的不是 Craig Federighi,也不是 Jeff Williams,是一個在蘋果做了25年、外界幾乎沒聽過的 John Ternus。如果你還在問「他做得出好產品嗎」,那你用的是消費者的視角,不是華爾街的視角。蘋果4兆美元的市值,建立在哪幾根支柱上?新 CEO 上任,是讓支柱更穩了,還是更鬆了?這支影片完整解析庫克退休對蘋果的真正影響。
📌 影片章節
00:00:庫克退休,接班的居然是他?
02:30:蘋果4兆市值,真正的支柱不是 iPhone
05... more
2023年,OpenAI 獨霸企業 AI 市場,市占率 50%,Anthropic 只有 12%。
沒有人預料到——兩年後,這個劇本會整個翻盤。
2025 年底,Anthropic 衝上 40%,OpenAI 掉到 27%。
營收從一億美金,三年暴增到逼近百億。
Anthropic 不靠話題、不靠行銷、不靠 Sam Altman 式的媒體聲量。
他們靠的,是一個在 OpenAI 時就已經累積的執念——
做一個真正安全、真正可靠的 AI。
這支影片,我們深入拆解:
✅ Dario Amode... more
全球首富馬斯克為什麼急著讓SpaceX上市?6,760億身家為何還缺錢?這場1.5兆美元的IPO,到底是投資機會還是估值遊戲?
這支影片完整解析SpaceX收購xAI背後的真相、太空數據中心的現實挑戰,以及為什麼馬斯克必須搶在OpenAI之前上市。
📌 影片章節
00:00:馬斯克為何這麼急?
02:30:6,760億身家的流動性陷阱
06:45:兩大錢坑年燒170億美元
11:20:資本乾坤大挪移
15:30:估值從8,000億到1.5兆的秘密
19:40:太空數據中心是夢想還是故事? more
🔥 那個賭對 2008 金融海嘯的男人回來了,這次他把槍口對準輝達!
成功預測次貸危機、靠做空大賺一票的麥可貝瑞(Michael Burry)突然現身。他這次押上幾千萬美元權利金,買進輝達的看跌選擇權,賭的是 2026 年底前 AI 泡沫破裂。一張彩券,要麼賺進十億,要麼血本無歸。
📊 貝瑞到底看到了什麼?
• 輝達與「親兒子」CoreWeave 形成資金迴圈:投資 → GPU 抵押貸款 → 回購更多 GPU → 認列營收 → 股價再漲
• 同樣的循環也出現在輝達與 OpenAI、Op... more
🔥 黃仁勳在聖誕夜完成了一筆震撼矽谷的200億美元交易!
當所有人都在過節,輝達(NVIDIA)創辦人黃仁勳突然宣布收購AI晶片新創Groq的技術與核心團隊。這不只是一筆收購案,更是一場攸關輝達生死存亡的反擊戰。
📊 輝達正面臨前所未有的危機:
- 在推理市場市佔率將從86%跌到22.5%(2030年預測)
- Google、Amazon、微軟都在研發自己的ASIC晶片
- Meta考慮改用Google TPU,消息一出輝達股價暴跌4%
- 大客戶正一個個變成競爭對手
💡 為什麼Gr... more
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