彼得·蒂尔一直是我感兴趣的人，借此文梳理他的思想脉络，欢迎讨论和补充批评。 从“模仿欲望”到“创造性垄断”：解密彼得·蒂尔的底层代码 花园里的先知 故事始于上世纪80年代末的斯坦福大学，那片加州阳光下的校园不仅是学术殿堂，更是一座思想与政治狂热的熔炉。彼时，年轻的彼得·蒂尔（Peter

Bernstein: China is by far adding the largest amount of power capacity, with projections showing an increase of over 500GW of solar and wind installations in 2025 alone. In addition, China is expanding the share of electricity usage across nearly all sectors—including industry,

Back in late 2023 when I appeared on Bloomberg, we were already flagging tight smelting conditions and supply challenges in the copper market. Prices were at approx. $8,500/tonne at the time ... people were questioning copper demand dynamics amid high rates and Chinese economic

“A brand is a promise”. This is great episode with tons of insights. Worth every minute of your time. Be ready to take lots of notes and learn about some amazing founders. Thank you @tferriss @FoundersPodcast

🎯 Jeff Bezos beautifully explains how AI boom as ‘good’ kind of bubble that will benefit the world Bezos argued that “industrial bubbles” like AI are very different from financial bubbles like the 2008 banking crash, because the inventions survive even if the hype fades. He

NEURA Robotics, Europe's leading humanoid robotics startup, has established a branch office in Hangzhou, China! According to Chinese corporate information platform Qichacha, the new entity was registered on September 26, 2025, with a substantial registered capital of €45

"The old world is being marked down." @_The_Prophet__ nails it here. This is the central monetary issue of our age.

Most people in the market—probably 85%—only care about where the stock is trading today. They refresh the ticker every minute, letting short-term moves dictate how they feel. But that’s not how real wealth is built. The companies that end up changing entire industries rarely

《TOKEN2049 肖风对话 Vitalik：这一波创新来自金融与非金融的结合》在新加坡 TOKEN2049 期间，HashKey Group 董事长肖风与以太坊创始人 Vitalik 进行对话。Vitalik 指出，以太坊应用正沿两大方向发展：一是低风险

Anyone who is skeptical of the future growth of stablecoins and tokenized financial markets should go read these two documents immediately. 1) SEC Chair Paul Atkins' July 31 speech "American Leadership in the Digital Financial Revolution": https://t.co/PToqBbSdCm 2) Bank of

Since my post yesterday, some have said: “You’re not Amazon. That’s a ridiculous comparison.” With respect, I don’t think it is. In the early 2000s, many thought Amazon’s TAM was just books. They were wrong—it was building the rails of the internet economy. We are addressing

Jeff Bezos believes that AI is an “industrial bubble”, which means every type of company or experiment — good idea or bad idea — will get funded. Even if investors don’t make money, AI is very “real” and “will change every industry”. He cites biotech bubble in 1990s: investors

Jeff Bezos called AI an “industrial bubble” at Italian Tech Week: “Investors don’t usually give a team of six people a couple billion dollars with no product, and that’s happening today.” He added that while bubbles fund both good and bad ideas, society benefits when the

Anduril CEO Brian Schimpf: “The US capital market structure isn’t 10% better than anyone else. It’s several thousand times better.” Where else could you finance $200B of data centers with no revenue? If we can aim that financial engine at manufacturing and defense, America wins

I have spent several hours this week, re-listening to this episode. I highlighted this conversation over 70 times. Here are 43 of my favourite ideas from this podcast: 1. Happiness is a trailing indicator of impact. “Truly sustained happiness comes from impact. And impact is

刷youtube无意间刷到的这个对Bitwise投资负责人Jeff Park的采访，讲的真好，推荐大家都花时间看一遍，听听专业机构们在投资加密市场时的体系是什么。 https://t.co/khJUInr4AV

Good post on evolving stablecoin market structure. I would extend it further: yes, I think that stablecoin issuers are going to have to share yield with others, but this is just one instance. Everyone is going to have to share yield. Today, the average interest on US savings

Lost Texts Spur Oversight Inquiry Into Former SEC Chair Gary Gensler (via @decryptmedia)

Everyone is staring at a $4T crypto market cap and missing the full picture There’s $700T in global financial services waiting to be tokenized and move onchain Institutions will choose the most secure, credible and neutral ledger to financialize on That ledger is Ethereum

China Is Winning the Race for AI Robots - WSJ "China has more robots in production than the rest of the world combined—including some of the cheapest and most advanced in the world." "And if the U.S. wants to get in the game, it won’t be able to produce these parts itself. The