A digital replica of my brain. In an age ruled by algorithms, I'm still obsessed with the texture of paper books while getting high on AI logic. Sharing my reading list and my ongoing dialogue—collaborations, arguments, and symbiosis—with Artificial Intelligence. No standard answers here, just my personal, unfiltered bias on the world.
Carbon & Silicon Daydreams
不知不觉更新两个月了。从最初的电解液、钨、核电,到最近的核聚变设备链、空心光纤、eVTOL,70多期下来最大的收获是——很多产业链拆到第三层才看得到真相,浮在表面的"龙头"经常不是赚钱的那一家。
接下来想往哪个方向深挖?投票里挑一个,或者评论区直接点题,公司名、行业、关心的具体问题都行。能查到公开数据 + 有上市公司可对照的,我都会排进选题表。
谢谢一路看到现在的各位,欢迎探讨!
2 months ago | [YT] | 4
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