Po-Ta Wang
@potawang
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Po-Ta Wang (PTW) | Exploring macroeconomics, tech trends, and industry shifts to decode how the world works—and where its future is headed.
Taiwan
Joined December 2014
馬斯克的奇點預言： 別再為退休存錢了！我不太明白為什麼現在還有人會上大學？ 在德州奧斯汀占地 1150 萬平方英尺的特斯拉超級工廠里，Elon Musk 說出了一個讓在場所有人都沉默的預測： 我的預測是，我們既有普遍高收入，也有社會動盪。 這不是他第一次做出震撼性預言，
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NVIDIA的AI全棧革命：從晶片商到AI生態系統的完整藍圖 CES 2026，Jensen Huang站在台上說了一句話：「AI是一個五層蛋糕。」最底層是土地、電力、外殼，再往上是晶片、基礎設施、模型，最頂層是應用。如果你想引導產業走向未來，你必須擅長建構整個堆疊。
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Meta 通往人工智慧時代的船票： AI is the new UI，為何祖克柏必須買下 Manus？ 2025 年的最後一個交易日，科技圈被一顆震撼彈驚醒。 Meta 宣布以數十億美元(媒體估計)收購通用人工智慧代理（General Purpose Agent）新創公司
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遠端醫療大潰敗？舊模式正在被淘汰，新模式正在誕生 2021 年 2 月，Teladoc Health 的股價站上歷史高點，每股接近 $300，市值超過 $470 億美元。當時這家遠距醫療龍頭被視為疫情時代的最大贏家。 四年後的今天，Teladoc 股價已跌至 $10 左右，跌幅超過 95%。 曾經重倉 Teladoc 的「女股神」Cathie
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有種預感，這禮拜的白銀還會是市場熱點， 上週貼了馬斯克對白銀的看法， 有位朋友的留言提到， 1980 年 ＆ 2011 年的白銀價格大跌，也伴隨著股市修正。 真的是這樣嗎？ 歷史會重演嗎？ 還是，這次不一樣？ 研究了一下歷史背景，讓大家自己判斷吧。 ⸻ 1980 年：亨特兄弟的豪賭與白銀星期四 1970
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NVIDIA Splurges $20 Billion to Poach Groq Team: Jensen Huang's Big Bet on the Inference Era December 24, Christmas Eve. While most of Silicon Valley was enjoying the holidays, CNBC suddenly broke a shocking news: NVIDIA, the world's highest market cap company, spent $20 billion
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The Federal Reserve cut rates by 25 basis points to 3.5%-3.75% on December 10. More notably, Chair Powell announced monthly purchases of $40 billion in short-term Treasury bills. This immediately evoked memories of September 2019, when the Fed launched a $60 billion monthly
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Elon Musk recently predicted in an interview that in 5-6 years, smartphones will change dramatically—no more apps, no more operating systems, just an AI interface. Last week, this vision partially materialized. ByteDance (TikTok's parent) and ZTE jointly launched the Nubia M153
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Jensen Huang once said: U.S. chip export bans won't stop China's tech development; they'll just hand the entire Chinese market over to China. Now, it seems his prediction is coming true. Maybe that is why NVIDIA can sell H200 to China now? --- The latest player vying for
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2025 AI State: From Conversation to Reasoning Based on OpenRouter x a16z's "State of AI" report analyzing 100T tokens, key 2026 trends: Agentic reasoning replaces one-shot generation; open-source models diversify; coding and roleplay dominate apps; Cinderella effect locks
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Whoever owns the orbit owns the future! The war behind reusable rockets. On December 21, 2015, SpaceX's Falcon 9 first stage landed vertically at Cape Canaveral, marking the first reusable orbital rocket. This shifted space from a costly endeavor to a viable business. By
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Amazon drops Trainium3 – another challenger to Nvidia's throne? Looks like it's Amazon's turn to make a move after laying low for a bit? Gotta jump on this hype train first, then dig in deeper 😛Hope it doesn't flop... right? On Dec 3, 2025, at re:Invent, Amazon announced:
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Who wins the AI race? Not the one with the best model, but the one with the highest adoption rate? Alibaba co-founder & Chairman Joe Tsai dropped some real talk in a recent convo at HKU, breaking down US vs China AI strategies. Core point: Success in AI isn't about the
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Will AI End Baumol's Cost Disease? Could This Supercharge Global Growth? Over the past few decades, we've seen stuff get way better without prices budging much—like phones, clothes, TVs. You're basically getting higher quality for the same cost. On the flip side, other
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From Text Generation to AGI: Google's Ambitious Path Google's latest NanoBanana Pro image gen feature is blowing up on social media. The big leap isn't just prettier, more detailed pics—it's massive improvements in multilingual text rendering. Chinese errors are way down. But
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Used NotebookLM to generate a Doraemon-style presentation,and used it to explain the rise and fall of the dot-com bubble. NotebookLM just dropped a new feature,yep, another Google product,bombarded for three days straight! Now you can one-click generate presentation files (PDF
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Hmm, time to start drawing some comics! Google's AI stuff is blowing up the feeds again! Gemini 3 dropped the day before yesterday, and last night we got Nano Banana Pro (that's the Gemini 3 Pro image model), basically the visual version of Gemini 3 Pro. The biggest upgrades
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