投资实战派
Company-research investing interviews; claims trace to filings and industry data
2:15:48Li-Ning rebranded only the logo, but chose a spokesperson born in the 1970s
Li-Ning tried to rejuvenate with a rebrand as ‘Gen-90s Li-Ning’, but only changed the logo without updating the product. Spokesperson Lin Zhiling (林志玲) is a full generation older than the target consumer, so the rebrand quickly lost momentum.
1:31:49Huawei's Ascend chose the hardest road: not compatible with Nvidia
For three or four decades Chinese IT has been a follower. Ascend is Huawei's first product that does not solve a chokehold problem but instead goes into uncharted territory, starting at the same time as Nvidia. Xu Zhijun said: anything you do as a follower gets more exhausting the longer you do it.
1:19:56AI Won't Make Ordinary People Excellent, It Only Makes Excellent People More Excellent
The bottleneck for investment-research Agents isn't the model — it's data governance and human judgment. Using overseas models makes you dumber; using domestic models forces you to get smarter.
1:32:27The Capital Cycle Framework Missed Nvidia: He Audited His Own Miscalculation
Looking at AI hardware through a capital-return framework, Dai Bin admits he missed the main line. In 2023 he valued Nvidia at over $3 trillion based on server penetration; CAPEX later went from 2000 to 9000, and he never tracked the change in magnitude.