深蓝趋势：未来十年投资机会与风险
深蓝数智化为什么你应该订阅这个频道？
作为深蓝数智化的创始人，我每天都会接触大量的行业资讯和管理案例。我发现，很多复杂的企业难题，答案其实早就写在那些顶级的著作里，只是我们没有时间去深读。
在这里，我将为你筛选全球范围内的管理经典、前沿科技动态以及数字化思维好书。
不只读文字：我会结合深蓝在企业的实战经验进行拆解。
不只聊理论：我会告诉你这些书里的逻辑，如何应用到2026年的中国制造现场。
每天更新，让我们在碎片时间里，重塑商业认知。
| Publishes | Daily | Episodes | 232 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingManagementBusiness |
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行业规模不是拍脑袋，是中小学水平的乘法题：A总需求量×B客单价×C渗透率。本期实战演练：北京地毯市场5亿还是8亿？颗粒度优化为何必须除以2.3户？星巴克年销售额用"咖啡师瓶颈"怎么算？浑水做空瑞幸的92人蹲点战术。香港ATM机数量用"校园比例"以小见大。供需匹配法找"商业物理常数"！
我们只要1%份额就有10亿营收"——这是投资圈最大的谎言。本期用"分蛋糕"比喻彻底讲透TAM（盒子）、SAM（桌上蛋糕）、SOM（你分到的）三层口径。导入期看TAM博上市，成长期看渗透率防天花板，成熟期拼SOM抢份额。刘晓英铁律：细分市场看不到500亿基本不投。你的赛道是真机会还是PPT幻觉？
能在报告上找到完美数据，说明你来晚了。本期教你"自下而上"的场景测算：共享单车狂飙期如何算单车模型？潮汕糖葱薄饼、老照片修复等"没动力统计"的长尾市场怎么估？汽车发动机阀门等"做不到统计"的黑洞行业，如何用整车销量反推？掌握这套算法，你就是行走的"商业测谎仪"！标签#数据盲区 #场景测算 #自下而上 #麦肯锡面试 #单车模型 #长尾市场 #商业测谎 #隐形冠军 #信息差红利 #蓝海挖掘
卖得出去只是入场券，赚到钱才是底气。本期教你识别伪需求：把梳子卖给和尚为什么是毒鸡汤？马斯洛金字塔如何被滥用？用"时间对标法"验证需求历史延续性，用"空间对标法"找成熟市场实锤。更硬核：频次+价格弹性决定收入天花板，标准化程度决定成本底线。单客模型完美但现金流为负，这是好生意还是赌博？
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Apple Podcasts | #51 | China/Business/Investing |
Apple Podcasts | #66 |  Russia/Business/Investing |
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Apple Podcasts | #249 |  Taiwan/Business/Investing |
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深蓝趋势：未来十年投资机会与风险 launched 5 months ago and published 232 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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