小島研究筆記
Jane一個從科技公司、產業變化與市場訊號出發，觀察科技與未來的節目。 Powered by Firstory Hosting
| Publishes | Weekly | Episodes | 7 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | BusinessTechnologyInvesting |
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這是《小島研究筆記》的第 5 集。
Windows on Arm，指的是搭載 Arm 架構處理器的 Windows 電腦。這個概念已經被討論很多年，卻始終沒有真正突破。
過去，人們常認為，只要 Arm 處理器效能提升、功耗更低、電池續航更長，Windows on Arm 最終就會成功。但從 Windows RT 到 Chromebook，再到 Apple 晶片的轉換經驗，我們可以看到，真正的問題從來不只是處理器效能。
Windows 數十年累積下來的軟體、驅動程式、企業系統與使用習慣，讓架... more
這是《小島研究筆記》的第 4 集。
AI 基礎建設會不會變成泡沫？
這個問題表面上看起來像是晶片公司、雲端平台和投資人的事，但其實它會影響未來 AI 服務的價格、速度和穩定性，也會影響 AI 能不能從科技熱潮，慢慢變成日常工具。
過去我們理解硬體循環，常常會看需求、缺貨、擴產和供給過剩。但這一輪 AI 基礎建設可能比較不同。
市場很早就開始討論泡沫風險，這可能讓供應商在擴產時更有紀律。同時，AI 基礎建設也越來越像一整套系統，瓶頸可能在運算、記憶體、儲存、電力、散熱和網路之間移動。
更... more
這是《小島研究筆記》的第 3 集。
上一集，我們聊到 AI 時代，投資市場為什麼對很多軟體公司比較謹慎。這一集，讓我們把問題再擴大討論一點。
市場真的不相信 AI 嗎？也許不是。更準確地說，市場相信 AI，但它更相信看得見的 AI。
這一集，我會從三種 AI 需求來源談起；包括大型平台公司的提前建設、AI 新創公司的實驗需求，以及企業與一般使用者的成熟付費需求。這三種需求都是真實的，但穩定度不同，市場願意相信的程度也不同。
基礎建設、機房、設備、供應鏈與雲端支出，通常比較容易被市場理解，... more
這是《小島研究筆記》的第 2 集。
這一集想聊的是 AI 如何改寫軟體產業的成本結構，以及為什麼市場正在重新評價軟體公司。
過去 SaaS 公司的成長故事，很大一部分來自高毛利、低邊際成本與可預測的訂閱收入。但在 AI 時代，軟體的使用階段開始產生成本。每一次生成、查詢與推理，都需要 tokens、算力、能源與基礎設施支援。
當智慧本身成為一種需要被持續生產的輸出，軟體公司的競爭邏輯也開始改變。市場不再只問公司有沒有 AI 功能，而是開始問這些功能能否帶來新的付費意願，能否維持利潤率，以及... more
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