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【All for Today】🎙️ 每日播客精要全景图
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All-In with Chamath, Jason, Sacks & Friedberg
(2)
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
32m
2026/06/07
📝 AI
总结
🎼Hey,2026 could be an alltime record for IPs. The AI IPO of the year so far. That company is Crebri, Ser the systems founder and CEO Andrew Fman. We are participating in something extraordinary on everything we do. We are the fastest bar none. Oh, Marshall is the cofounder and CEO. Oh, planet lab space and AI really a match made in heaven. They're getting married. In fact, just like Google figured out how to index the Internet and make it such.We are indexing the earth. I'm making it such.. He's got his glasses. The famous red glasses, Brad Gner here, founder and CEO ofmeter Capital, a leading tech investment firm. I believe that the wave is the biggest wave in the history of technology will be incredibly beneficial for America. I'm rooting for all of them because I'm rooting for America.Ladies and gentlemen, please welcome Brad Gerrsner, Will Marshall and Andrew Feldman.😊🎼the cow we switch oh yes.系 see系。🎼诶。C see last time I tell you, we were in Davos, yes.We're in Davos another.rop another J. little davo. just, you know, its pre IP. We're chopping it up. davos. We're in davo davo. Well, no, listen, I was everybody in knows story. I'm supposed to go on my yearly Japan ski trip. Sachs calls me with Tucker. Yeah, anyway, we don't drop that name. But I'll pick it up for you. Put it over here. anyway, So I cancel't on Tucker. I cancel ski trip because Ss calls me. He says, listen, Pous needs you. the world's greatest moderator in Davos.😊And said sacked, Botus and Davos so.I said, when he says in three days, I say, you got it. I go, and they give me a badge.And it's like a special green badge. And they buzz you through the security.And I look at the monitor. it says Jason McCabe Calachanus with Donald J. Trump.Oh, wow. How did you feel.I thought it was hilarious. So then I went, and we did a great interview there. And we did like 6 or 7 of these great all in interviews. And it was fun. Let's start this, because.The two of you guys run two of the most interesting and consequential newly public companies in the stock market. Andrew Felland is the founder and CEO of Cebbris Will Marshalls the founder and CEO of Planet Labs. But you are also the insight and a gateway for all of us to understand these two big trends. One is in AI Sil. The other one is in space data centers. I think itll be a really interesting thing to and emerging and emerging. Yeah.😊But let's just take one step back.You just heard the class conversation about being public, going public early. Let's just talk about that because I'm just very curious, how's it been, It's been three weeks or so for you. It's been about a year and a half or two years for you.sMore frustrating. it Was it everything that you thought it would be like, what's clear so far as I need to upgrade my name drop game, I mean, that was a tour of force. But by the way, you were, you were in Davos when check out. I was. I was there, but of force. Look, I think you do all this work. And I think it's really difficult to overestimate the amount of garbage that's involved in going.In public, the number of.Meetings where you look on the the Zoom and there are 130 attendees.And the amount of times you review these documents and the commas move, and just.No value added.You go there and you have this enormous event, and.The next morning, youve sold no more stuff.Your engineering projects have made no progress since the day you weren't public.And you go back to work and you have some new constituents that you have to address and communicate with. But the core parts of your business, you have more money in the bank, but not a damn thing changes in the important parts of your business. if you need new supply or if your relationships with your vendors are bad, they're still bad. if they're good, they're still good.So I think what we've seen is.Your employees have a party. Everybody's really excited. put your head back down, you high 5, and you go back to work. Can I, Can I just give a little context And that way hear from Will.You know, if I can, Andrew, you know, we were investors in Crebras, I was on the board a year earlier where we were trying to go public and you know, aside from just being a warrior who weathered a decade worth of storms that would have taken out any normal human being, the path to going public for Crebras was they particularly challenging one, one of their investors was the UAE, So there was questions about Cfius you know.prior under the Biden administration, challenging to get public, my observation outside looking in.Is.Everything was really hard until it got really easy, like ,9 and a half years of really hard. and then 12 months, you know, of,, of really easy, where everybody wanted to get in. They priced the IPO at $185, which was up. the range was taken up two times, okay, the stock opened at $320 a share, I think today, it's at $230 bucks a share,50,$60 billion in market cap for a business.know, and Andrew is just one of these people. let's get back to work at bui...（已截断）
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
31m
2026/06/06
📝 AI
总结
🎼Leeggenary activist investor, Dan Lobe, he course the CEO and CEO of third point. The lost art of short selling has come back. and it's absolutely critical. It doesn't matter. We do. You have to be really selective. People talk about stock pickers market. This is a bond in credit pickers market. When we were small. Our main tool was a shame and humor. Dan Lobe turning up the heat on Nle over the weekend. The shift has really been more towards that dare to be great message. Activism with.That proxy contest is like Catholicism without hell.🎼You're very active on the Twitter as well. You found your voice. lot of emotion brewing there. Can we actually start with that before Twitter, you were actually quite active, but they were in very different places. I mean, you were in Wall Street beds before Wall Street bedts existed. Can you just walk us through your evolution as a, as a public persona. Sure, I mean, there was this.😊Brand new technology that came out called the Internet. And really shortly that thereafter, long before Reddit or any of these other things, there were a series of chat boards. There was Yahoo. There was something called Silicon Investor a few other ones. And people would congregate in Kibits. It was done mostly anonymously. And it was an interesting place to.Exchange ideas or it was really the wild West. People could pretty much say or do anything, but there was a lot, there was a lot of substance there. too. It's not actually that much different than from today. You Did you engage at all in any trolling, per se.Well, some people use the term O G. Sometimes I say I was the O T. The original troll. Yeah, no, I did. I mean, it was, it was fine. you know, I didn't know I was one day going to run institutional money and have a big fund and you know, I was just having fun and and blowing off steam and and yeah, it was fine. I mean, investing is fun. And particularly on the short side. I mean, there's so much humor in it when you detect these.Companies, especially in the 90s. I mean, it was really unsupervised. There were some incredibly fraudulent companies out there, and it was just fun to uncover them and kind of taunt the management teams and ultimately prevail. You have one story above others that kind of stands out.😊In that era, I mean, there were, there were a bunch. There was.Wow, there was a company called Act trade that I remember run by a guy who was like a repeat fraudster. And we uncovered it. And, and, I know we really got under this person's skin. And ultimately, it was really just a factoring company trading at.5,6. I don't remember what is some large multiple of book value. And they had created a new technology called Tds. I don't remember what Tad stood for, but they were basically repackaging factory securities and saying that they had some special technology. They were financing refrigerators and things like that. Tell us.Your evolution as an investor. When you start at third point, I mean, you started with very, very little capital. Now, it's almost 30 billion of A. Youre multistrat. But you learned at Jeffrey's, I think, like you learned helping people like David Tepper allocate capital. Just walk us through how you learned to invest.Well, I started really fascinated by investing and wanting to do it. I think when I, I remember when I was 10 years old.My dad took me, my dad was a notoriously bad investor himself. So he didn't give me any good examples. He was a great lawyer, not a great investor, but he took me to meet a broker, and I started investing. And then in high school in the 11th grade. I got a job at the branch office of Bearister. sorry of Payine Weber working for a guy named Alan Crown, who let me post his books and make cold calls. And I think we broke certain securities laws, but I think the statue of limitations is.Past, I would trade options on Oid petroleum and teleadne. There was a lot of volatility. And I think I had fluries of making money and lost all of it a couple of different times. But it was a good, good lesson. I continued doing it in college, and then.My learning started really formally at Warburg Pas, where I really learned to value enterprises as my first job. private kind of across the spectrum of private equity and venture capital.I worked at a riskk a firm, which was really invaluable. And then I was skipping forward. I I had way too many jobs in my 20s. but I got really serious at Jeffrey's. I had an amazing opportunity to work on the distressed debt desk there. I started out as a research analyst And I was just like drinking out of a fire hose. There was so much activity.😊The securities were so cheap, coming out of distress.And it was, you know, the 10000 hours,10000 reps. We would write up different things every every day. There are big blocks of debt to move. And I really got that was my real learning point. And you know, I stress this to people that, you know, everyone kind of sees mentorship is a sort of hierarchical thing where you you ...（已截断）
AI西经东译
(1)
EP109：Anthropic 如何借助 Claude 实现自助式数据分析
14m
2026/06/06
📝 AI
总结
欢迎来到为你首次定制的这些深度解析。我是你的导读员。今天呢我们要聊一个呃很多企业都曾有过的一个美妙幻想。没错，非常丰满的理想，对吧？你可以想象一下这个画面，你把你公司那个极其庞大的数据广靠，直接连上像cloud这样强大的AI模型，然后呢，向全体员工宣布去吧，随便问，听起来简直是数据分析的乌托邦。就是啊，以后再也不需要给数据团队提供单了。你想知道什么维度的业务数据，AI立刻就能给你答案。但这其实呃往往是一场灾难，确实是一场灾难。现实情况是，业务部门拿到了看似极其精确，但完全错误的数据。然后大家面对着满屏幕让人摸不着头脑的仪表盘，陷入了沉思。哈哈对那种刚刚摆脱了写SQL的短暂写。几月很快就会变成一种呃深深的担忧。因为你一旦去核对底层的账目，就会发现这些看似无所不能的AI代理，其实完全脱离了真实的业务语境。所以这正是我们今天要深挖的痛点。我们今天有一份非常硬核的内部资料，是来自anthropic官方在2026年，6月3日发布的一篇长篇技术博客。这篇博客的标题叫anthropic如何通过cloud实现自助式数据分。分析没错，在进入细节之前，我得先抛出一个让人极其惊讶的数据。在anthropic内部，目前已经有高达95%的商业分析查询，是由cloud自动完成的，也就是几乎所有的日常查询了。对，而且准确率极其稳定，保持在大概95%左右，这简直让人难以相信，他们到底是怎么做到的。在资料里，他们反复强调了一个核心前提，就是数据。不同于软件代码。这里最引人入胜的是，这早就不是一个关于怎么写提示词儿或者怎么微调模型参数的问题了。嗯，那是一个什么问题呢？这其实是一个非常深刻的哲学探讨，就是人类到底该如何为AI构建上下文，以及如何建立验证机制。在这个融创率几乎为零的领域里，人类和AI的边界到底在哪里？好，我们来拆解一下，在揭秘这个95%准确率的终极方案。钱我们得先搞明白为什么直接让AI写SQL会大面积翻车。因为在我们的印象里，AI写代码不是已经很厉害了吗？对，能替代很多初级程序言了。是啊，那为什么一碰到商业报表，AI就不行了呢？😊呃，因为写代码和做数据分析本质上是完全不同的，写代码是一个开放式的创造过程。也就是说，条条大陆通罗马。没错，只要代码能跑通，你可以有无数种极具创意的写法。大模型非常擅长这种发散性的任务。而且代码有编译器，有测试用例，这些是天然的护栏，跑不通直接就报错了。是的，但商业数据分析。截然不同，它通常只有呃一个绝对正确的答案，以及一个唯一正确的数据源，没有任何模糊空间，少算一个订单，这个报表就是废的。对的，这就把AI的发散性创造力，强制转换成了一个需要极度精确的建设任务。anthropic在资料里清晰的列出了导致AI回答错误的三大时效模式。我们挨个来说说第一大模式是什么。第一大模式。这是概念与实体的不确定性。简单来说就是起义。起义能举个具体的例子吗？比如一个产品经理问AI上个月的活跃用户数是多少，这听起来是个日常问题吧，太常见了，天天都在问，但对AI来说，这是一个充满陷阱的黑盒。什么是活跃，是打开app就算，还是必须产生了交易，要不要排除欺诈账号，或者是公司内部的测试。账号没错，回溯期是多少？时区是算UTC还是北京时间。如果这些细节不明确，AI看着几百张表，根本不知道该按什么逻辑算，太真实了。平时如果是个人类分析师，听到这个问题，也得先跑去各个部门确认一遍定义。对的，然后第二个失效模式是呃数据陈就。也就是说数据过期了，差不多。真实世界里，业务定义和表结构每天都在变。可能。上周刚废弃了一张旧表，如果你没同步给AI，他就会一本正经的用淘汰的逻辑给你算出了一个完全错落的答案。听起来很要命。那第三个呢，第三个是检索失败。有时候正确的信息明明存在数据仓库的某个角落里，但是整个搜索空间太大了。几千张表几百万个字段。是的，AI在有限的上下文里根本找不到那根关键的线索。好，为了让你也就是我们的听众。更直观的理解这三个失效模式。我想打个比方，就像是你雇了一位米其林三星大厨，也就是我们的AI大模型。对，大厨，但他被推进了一个没有贴标签，食材乱七八糟堆在一起的巨大仓库里，黑灯瞎火的。没错，厨师本身的厨艺绝对没问题。只要你把切好的牛排配好比例给他，他能做出完美的料理。但他现在连盐和糖都分不清。甚至可能把过期的面包当成了今天的主食。对，更别说去上万个纸箱子里找你指定的那种白松露了，所以做出来的菜没法吃，这真的是厨师的错吗？这个比喻揭示了核心错误不在厨师在那个乱放食材的仓库。所以anthropic解决问题的第一步就是重新整理这个仓库，也就是资料里说的数据基础层。对，传统数据工程的标准做法依然适用。但是现在的最终用户变了，不再是人类了，而是缺乏常识的AI代理。也就是说，人类看到利润率50%会觉得不对劲，但AI可能觉得很正常。没错，所以关键是创建规划化的数据集，在整个系统里只保留唯一受智力的答案源头。更重要的是，他们把原数据，也就是表述数据写源所有权当成了一等产品来对待，就像给食材贴上详尽的溯源标。😊千盒卡路里表对，就引出了事实来源这个概念，包括细一层和业务背景。细一层就是把那种容易有歧义的概念硬编好下来。那业务背景呢，业务背景非常关键。AI得懂你们的行话，比如AI需要知道Q two发布会具体是哪天，或者用户问这个问题是因为周四要开董事会，所以他不能拿那种没验证过的实时岁数起去汇报。没错，缺乏这些背景。数学上算对了，在商业上也是毫无价值的。但我有个反驳，我们用AI不就是为了偷懒吗？既然clous这么聪明，为什么不直接让他去读取所有的原始表和历史查询日志，让它自动生成这些细一层定义呢？这个是一个非常普遍的幻想，难道不行吗？用魔法打败魔法astroic确实这么长试不过，但彻底失败了？哇，连他们自己都失败了，怎么翻车的AI生成的定义文本，看起来非常合。合理格式也漂亮，但实际上他把人类过去犯的错误，那些模棱两可的歧义原封不动的应功进去了。也就是把过去的错误包装成了未来的官方标准。对，所以结论是你可以用cloud来润色文档。但指标的定义权，必须由了解业务的人类来掌控。也就是说，菜谱可以给AI排版，但放几克盐，必须人类主出排版。是这样。好，现在仓库整理好了，但AI厨师还需要一本精确的操作手册，就这引出了anthropic分析堆战里最关键的一环技能。所谓的技能其实就是按需读取的markdown文件，就是一些普通的文本文件。对，当它代表了AI的程序性知识，就是告诉AI面对这个问题，先查什么再查什么，遇到模糊数据怎么处理。这里资料里有个极其震撼的数据。😊如果没有技能，cloud的准确率不超过21%，非常低。但是加上这些markdown技能文件后，总准确率瞬间飙升并稳定在95%以上。某些领域甚至达到99%智的飞跃。这里他们用了一个最佳实践叫做成兑技能，成兑技能，怎么个成兑法，一个是知识路由技能，专门销说搜索范围，另一个是执行技能包含了高级分析师的操作流程，也就是说。说路由技能像个哪房员，告诉大厨，今天做海鲜，你只能去A区D1二排，别去B区乱转。对，直接解决检做失败的问题。然后执行技能就是教大厨怎么切这个海鲜怎么下锅，也就是常见分析模式的模板，这里才是真正有趣的地方，这等于是把人类专家的工作习惯和思维路径，硬恭恭敬文本理了。没错，但也带来了巨大的维护成本。对呀，业务天天扁这个文本。不是很容易过期吗？资料显示，如果不去维护这些技能文档，准确率会在一个月内直接掉到65%。是的，暴跌。所以他们采用了强制措施，让技能文档必须和数据模型放在同一个代码仓库里，强行绑定在一起。对，现在他们有90%的代码合并请求都同时包含了技能文档的更新。如果不更新文档，代码就合不进去，这太狠了，但确实有效。😊那么现在有了好仓库，有了好菜谱，我们怎么知道AI没有在一本正经的胡说八道呢？这就需要严苛的验证机制了。首先是理线评估，像考试一样，差不多，他们用消融实验的方法，就是控制变量，不过这里有一个极其重要的负面结果哦，什么负面结果，他们曾尝试给AI直接开放所有历史查询面。版代码库的搜索权限，结果你猜怎么着？准确率的变动不到一个百分点，这么点等于完全没用啊。对，单纯给AI提供无线的信息访问权限是没有用的。关键在于结构化关联，没有技能路由那种框架，数据再多也只是噪音，打破了数据越多越好的米思，那online实施验证啊。CEO突然提问怎么兜底，他们引入了。对抗性审查就是让另外1个AI来找茬。没错，在后台用另外1个AI去疯狂挑战第1个AI的逻辑假设这种交叉指证肯定很消耗资源吧。代价极大，引入这个能提高6%的准确率，但代价是增加32%的算理消耗以及及什么增加72%的延迟，哇哦，72%的延迟，这就很现实了。如果我们资金有限。或者不能忍受那么长的等待，我们真的需要花这么多时间和钱去换那6%的准确率吗？这就是权衡了，不一定每个业务都需要绝对精确。不过，为了防范那些毫无预兆的静默失败，他们加了一个成本很低的溯源叶角，就像超市食品背面的营养成分表和原产地拉标，极其贴切，叶角会标明这数据是哪个低表来的是多新鲜的数据，如果用户看到来源。😊人是一个陈就的表，自然就会警惕。而且他们还在后台部署了机器人，主动捕捉团队群料里，人类的纠错语言转化为修复代码，形成了完美的反馈闭环。那么这一切究竟意味着什么呢？无论你是在创投公司还是大型企业anropic的经验都告诉我们，千万不要迷信，把AI接入数据库就能解决一切。AI绝对不是魔法棒。对它更像是一个极其高效。要但需要你精心准备操作手册的超级外包员工，消除歧义，提供结构化路径才是知胜关键。嗯，如果我们把借与宏观图景联系起来看，其实有一个很发人深省的问题。什么问题？既然连最强大的AI系统仍然需要人类化那么多精力去构建技能库定义系层甚至搞对抗性审查，这是否意味着在未来的AI世界里。人类最有价值的工作不再是寻找答案了，而是成为AI的引路人。没错，当有一天，为了让AI理解我们的世迹，我们把公司运转的每一个细微法则都写成了AI能懂的markdown文件时，到底是我们在掌控AI还是我们在为了适应AI的思维逻辑，而彻底重塑了人类社会的运作方式。哇。这是一个非常震撼的终极拷问，到底是我们改造了AI还是AI重塑了我们希望你我们的听众带着这个问题去审视一下自己公司的数据和工作流程。感谢收听这期的深度解析，我们下次再见。😊
没理想编辑部
(1)
Vol.228 年中消费大盘点！如何花小钱办大事？
52m
2026/06/06
📝 AI
总结
🎼 请老万身死。。🎼So.Or do Web.🎼hello,大家好，欢迎收听梅丽想电子部，我是思珍，我是何叶，我是乔木，我是林兰。我们在录这期播客的时候，是6月的第一天，也就是儿童节这一天半年又过去了。所以我们决定在今天聊一个传统异能的东西，那就是韭菜合集的一个消费的总结，我们平均下来就是每半年聊这么一次吧。而且消费这个东西吧，就你的钱是能看出来你这个人最近的状态。还怎么样，以及你的世界观价值观是不是也发生了一些变化。所以先来问问大家，如果用一个词来形容你这半年的消费的话，你会是什么？我的词是很突然，我去看了一下我自己今年的一些比较大额的消费记录，发现我花的很多笔钱，都是一开始我没有预料会花的。然后莫名其妙在我要花的那天，我突然就花出去了，完全是超出我计划的一个东西。如果我理想。状态的话，我可以一分钱都不花，有点突如其来。嗯，你们弄我最近是618嘛，点开各种购物软件，就会发现那种消费券，还有什么各种机制，就在那个app上面弹出来，感觉就是天花乱坠，就很像以前那种消费场所还是什么场所，会有很多人在前面跟你说，来吧来吧，进来什么买200减20，买1000减，不知道多少钱，让你进去消费。然后我就像一个路过的人，他们都这么努力。😊那我就进去消费一把的那种感觉。所以最近就是有点像是一个顺流而下。既然这个消费主义在大搞他们的东西，那我也作为这个社会的一份子，我也进去参与一下吧，也是在618里面买了一些东西啊，逛这个APP的时间也是大幅提升。这几天我最近的感觉就是莫名其妙想要对自己好点。但我本身已经对自己挺好的，所以丝毫没有这种必要，是这样的。啊，我最近这几个月出差啥的特别多，人在出差的时候就很容易想要对自己好，但其实也没有也没有哪里不好，只是莫名其妙的又感觉理所应当的花了很多钱。嗯，但我的心里反而就是好像比去年来说更畏手畏脚，瞻前顾后了一点，就是我觉得也是那个淘宝它的机制，你感觉你看到那个价格，它都跟以前不太一样，就他每天一天一个价格，那我是不是有抄底的可能，然后我就一直在等待那个抄底。时机，所以反而不仅是在这个淘宝上面使用的时间变长了，而且是其实并没有花出去什么钱，反而比以前更畏手畏脚了很多哦，那你很好，喂，你是你是在这个消费主，哎，没有，就全都是在那种可能1块2块。今天这个运费免了，我怎么样这种小钱上面，嗯，但我确实发现，如果你下单下的太频繁，他确实会杀鼠。就有一回我想让我妈给我点个奶茶，因为我不想自己花钱，我就让他远程给我点结果。他的那个因为他基本不太用那个外卖软件什么的，所以他打开之后发现他有巨大额的红包。最后那个奶茶的价钱比我自己买要便宜10块，可以再买一杯了。真的就是这样子的，站在现在就是6月份这个时间，回看过去自己花钱的态度，有什么不一样。呃，我是有点忘了，我去年在想啥。嗯但是今年的话肯定会多多考虑自己的感受和体验了。比以前因为大家有追这个没理想连续剧，也知道。年初呃，或者是去年年底的时候，因为搬家整个事情，大家可能那个通行时间发生了很大的改变嘛。现在这个时间进度才要来到了2026年的6月份，搬家这个事情已经过去很久了，所以大家该调整的都调整了。那我的调整就是我会比以前打车打的更多一点。这个通行时间太长就会觉得非常的累。所以今年呢以多打车为一个小小的消费改变为轴，其他的一些消费改变也都是会更多的去。😊去考虑我当下的身体感受啊，以及体验这样子的。比如说可能工作的时候，有一天也是比较憋屈，感觉各种各样的事情他都推不动，就躺在床上下单了一条裤子。因为以前呢我也是会多方对比，尤其在平台最近有这么多各种各样的活动的时候，就是他很有可能明天跟后天都不是一个价，我经常就会非常谨慎的在那等等等等等去观察那个价格。但是当时觉得需要买点东西。其实就是被这个东西。安慰一下，所以当时就也没有想太多，就直接下单了。后面也没有再去关注它的价格。所以今年好像整体来说，提升自己的这个生活体验和生活质量的消费会变得多一点点吧。这么一回看的话，本来我还算是比较有规划，在花钱的一个人，就是因为我有意识在控制自己的一些花销，就原本可能会花的一些钱，我就会问自己真的有这个需求嘛，可能那个需求就没了。但是就是到年底的时候，我现想问。万恶之源可能就是从我的苹果耳机开始的。我买那个耳机的时候非常冲动，就是在长距里的通勤回家之后，我想说不行，我真的没有办法忍受这一个小时。我立马下单，第二天早上就到了，就是从那个耳机开始，我买很多东西，我发现就是你你不用想你需求到了，自然会下单的那个钱对于你来说，就是你到了自己决定要按下购买键那一刻，就意味着它是你能承担的。然后在。之前你想自己有没有这个需求，好像也有点不用去想，因为你到了那个点儿，你就会知道自己有需求，然后你就会买下它。所以我今年就真的是花了很多突如其来的钱，等一下在各个小类的时候可以再一一分享。我反而是今年在给自己的各种体验型消费做减法。因为我去年其实是有一点点报复性的消费。去年发生了什么？我就那天看脸我去年的账单，尤其是这个月份的消费，确实。非常的多，大概一个月看了三场演唱会吧，就不同的你今天也没少看呢，好开心呢，听起来就这个还是我待会儿要说，我其实个做减法是在我以前是广撒网，就是在不同的。是现在只看一个人。对，在不同的地方投出不同的那种消费进去，可能还有各种体验性消费。我还去比如说尝试学架子鼓啊，或者是看各种展啊，看各种剧啊，脱口秀，反正就是非常非常多的这种兴趣爱好上面花钱。今年呢我就会发现我其实并没有对那么多。事情感兴趣，我就会把大钱都投注在一两件事情上面。所以我其实是在给自己的消费类别做了一个减法，但是更集中的花在了一个上面。可以，我感觉我今年的态度变化，就是该买的都得买，但是要该省省，该花花，不一定所有东西都一定更贵的代表更好。我以前一阵也刚出去玩，我就在想想要买一串珍珠项链。我当时觉得自己已经很克制。在淘宝上面找到了一条88块的，我已经没有觉得很怪。把那个发给我朋友之后，朋友怒斥，我是败家子，说这东西在拼多多只需要8块，并且是真的珍珠。说他买过一条8块的项链和他家人送他那种几千块的珍珠项链，他看不出区别，然后让我去买那8块的，我说好，我就买了那8块的，结果真的没有区别是吧？对啊，真的很神奇。拼多多，我今年对他鹿转粉了。然后我今年也是我以前没有下载过这个软。我也是经济下行期，所有人他最终都会转向拼多多太好用了。我跟你说之前怎么真没早点用呢？对，就是这个的确是展现了我的酒菜行。我已经就是我也觉得一分价钱一分货，很多东西你就得就是得买一个贵的，这样才好。后来发现就是我们在一个制造业大国，实则不然，真的渠道决定它多少钱。所以聊到这个地方，我们就要开始进入我们很细的这些类别。我们先来聊最大。得的一笔消费吧，就是这半年以来，你花的最贵的一笔单笔钱是用来干什么的？最大的一笔消费应该就是最近618买了新的一个苹果手表。我刚想要介绍他，但想说没什么好介绍的，它也不是什么最新款，它就是单纯是一个新的而已。嗯这个call back了。去年年末的时候，我们在聊消费的那一集的时候，年度大盘点，当时就讲到说想买个新的运动手表。但是当时呢放的狠话是说我要买那种很。专业的运动型的奥记的手表，说什么加名啊之类的时间来到了6月份，我最后还是买了苹果，是为啥呢？是因为我太懒了，我懒得去做那些专业的运动手表的功课。又因为那个苹果的生态它打通的太好了，这个直接就跟什么手机啊，波萝吧的都能连在一起，因为想要省这个脑子去做决策的这个经历嘛，所以最后还是选择了苹果。为什么想要说这个消费的，虽然它是1000来块，但是呢我。😊抢到了国补。所以大额的同时呢，它又是一个大额里面的超底买的一个手表，所以就想要在这边比较自豪的说出来。如果大家就是在北京的话，记得去抢一抢那个国补，是每天早上10点钟准时抢哦，因为他一天的那个数额是有限的。我之前就是在什么下午两点去支付宝点那个国补，然后就发现今天额度全部都抢完。然后面我就有一天在做那个超长通勤的时候，我就说我现在9点我。看看你有没有抢完，然后结果发现他早上10点准时，所以大家就记得去支付宝什么的，多瞅瞅，最后是1个1300多块钱吧。我觉得还行，应该是还是便宜了不少的蛮划算的，我最大额的一笔是本人买到了pos4，你这个真的非常突然，真的非常突然也很当下啊，就新品。因为我上周刚买事情是怎么发生的呢？事情就是非常突然。像我买它的，可能前两天吧，我朋友跟我说，他在抢。poy4，他说他抢了半天他都没有抢到。那我说哦，poy4已经上了有一段时间了，他还是这么难抢。结果我第二天我记得我应该是上午我洗了个澡出来之后，我看时间快11点了，那我试试吧，我就点进去，结果真抢到了。我本来一开始想说他能不能免息呢，所以我就退了一下，发现不能果然人家就是这种抢手货是不可能给你免息的。我说那我就直接买了好了，我就立马付款，然后我就收到了。就整个过程特别特别的迅速，以及超出我的预期，这有点像是那种韭菜分析自己是如何突如其来买了个东西，可以让大疆的PR或是品牌营下来听听，并没有说非常死终的这种数码产品的一个用户，他是为何会突然做出这个决策。我觉得里面其实有很多门道，现在听起来越来越像了一个广告，但是并这是怎么样的一种消费心理有种紧迫感，你知道吗？当你看到时间是指向10点58的时候，就会像。我要不要试一下，就去试了，你就买到了。而且我收到手之后，突然发现好像是会让你的生活产生一些新变化，就是很新行动。嗯，那给你产生了一个新的变量，虽然还不知道会拍什么，但是总觉得他一定会派上很大的用场，所以这笔钱花的很值，而且你知道就是又是那种抢，你抢到一种劫后余生的感觉，总之就是赚到。因为之前那个他刚上架的时候，其实我都不知道poy要出四。是我一个朋友来问我说你有没有什么渠道，。请问我们跟大疆的关系是，我说我我为什么会知道怎么能买到po4，因为他当时就是很多朋友都在蹲这个，确实是真的很难买。嗯没错，所以让我们拭目以待，买了之后你真的会剪视频嘛，期待期待看看吧，反正已经拍了一些部分了，因为很新鲜，你知道小孩拿到玩具车之后的那种信心，那你们呢花的最大额，说实话，我过年时候花了大额的事情，我已经觉得恍如隔世。现在没有新鲜感。😊我最近比较有新鲜感，花的比较大额的是一双pan的鞋。那双鞋，只是因为我莫名其妙的刷到，觉得它长得挺好看的。吸引我的点是他的鞋底是有那种攀岩的岩点的那种彩色的设计，我觉得很好看，但并没有用。因为灵人会看到我自己都看不到，我就莫名其妙的下单了，说来试一试，试了之后觉得也没有哪里不好，但是因为我已经像个蜈蚣一样，有态度写了，我也没想好要不要退。正在思考要不要退的第二天刷到G星东新出的上海白领图鉴2026出现了这个时尚的牌子，我说啊，我竟然品味如此时尚，就留下留下了。不行，这几天人家越听越像是请各大做营销的来听听这些人到底是如何莫名其妙的就买了一些东西，其实也没有很需要。但是莫名其妙的他就也没退呃，没退之后穿了去上海出差，被上海的客户夸我说，哎，这个鞋很好看的嗯。我就觉得这个钱花的很值嘞，如果就是被一个人只需要一个人就行，被一个人注意到，并且随嘴说了一句，你这个东西感觉蛮好看，或者是感觉它蛮特别的。你就就会觉得值了。我竟然如此时尚，消费的闭环它就完成了。叶子花了什么钱？我你要非说只有一件单品的话，我本来想说这一件单品都花在了一个人身上，是谁呢？打鼓咚咚咚咚对，就是林忆莲林忆莲林忆莲就先说这个最大额。消费其实是我比较突然的一个消费。上个月去香港看林忆莲的演唱会，基本上我去香港有一个自己的那个，就是可能就是逛逛二手C店书店啊这些逛逛。然后CD店之后呢，我就发现了那张，我其实心心念念了大概很久的一张，但是我一直都没有在市场上看到过的一张它的专辑。其实它的价格跟今年年初的价格相比，已经翻了一倍的价格，也没有到非常贵，但是它确实是一个消费的一个上限的那个位置。它算是收藏品。😊他其实是算收藏品，但确实是有一点点，我感觉是被粉丝炒起来。我当时就是觉得他刚好卡在我的那个消费额度的上限里面，我就大概在那一层里面走了10分钟。我你挺快的，我还以为你走了一上午是吗？就是走过来走过去确实是有一点点小小纠结，就觉得一张CD你到底值不值得掏这个钱，然后就回去跟那个老板说是你拿...（已截断）
Modern Wisdom
(1)
The Brutal Side of Making It In Show Business - Zach Braff - #1107
1h 18m
2026/06/06
📝 AI
总结
As somebody that's basically a Philistine and has seen maybe two or three theatre of shows in his entire life. Yeah, of a career of being a spectator. And obviously, the person who kind of understands the art form as well. What are the ones that stand out to you is this is that was really, really special. Well, I'll say you Las Rob, which is, which which, which is probably a very common answer for people. I was like 13 years old. And I had never really been moved to tears by art before. I had never seen.Something as, as a young person so beautiful in my life. I was so moved by the music. I was so moved by the the stagecraft. I was, the story was thrilling. So that was a really seminal moment in my young life. You know, my dad had been bringing me to see all the play. Yeah, I lived in North Jersey. So my dad would bring me in, you know, It took 45 minutes. And he loved theater. He, he got me into it. So he would bring me to see all these plays. A lot of them were silly. A lot would go over my head.But I loved it. And then La's Rob was the first one where I was at the right age to, to feel emotion, to have tears streaming down my face. And that's when I was like, what is this, this art form is, is something that is so powerful.And so then I went on to see like so many productions that both both musicals and dramas and comedies were there was just so much joy for me and seeing it happen live and having it be different every single time. And the shared experience with people around you who are also swiping a tear or laughing that that's just something's really magical. What it's great, when it's great, It's just so fun. What about when it's bad.😊When it's bad, it's really bad. And you know, I never leave it inmission just because I've an actor myself, and I feel too bad to do that.😔Yeah, it can be. It can be., It can be horrible. But I try, you know, I do. I do, I do filter what I'm not, I'm not going to see things totally blind. I going in blind. I don't go in totally blind. but that would be, that would be. I'd be lying if I said I was just going to any random show. I, I definitely go to what. I've heard my friends say, check this out. I've heard that you wanted to be a doctor at one point.When I was in high school, there was a program in my high school with the the town had a volunteer rescue squad.I guess that's just the way it works in some towns in New Jersey. At least I can only speak to that is that the town has a volunteer rescue squad of people who are EMts who who donate their time. and it's an ambulance service.On serious calls, the paramedics come in a separate ambulance from the hospital.And they had a program for kids that were 17 and up to volunteer and get trained and go on calls. And I went on many calls with the ambulance service. And, you know, you're mostly doing the grunt work. You're, you're carrying gear. You're moving the stretchers.'re, you're taking blood pressures. But it was thrilling. And I think there was a moment there where I thought, wow, what a, what an exciting.😊Career path to be not that I could necessarily stand the education to become a real doctor, ironically, but, but maybe a paramedic or maybe something in something in the field and.And then I just never really, I excelled at the classes that, you know, biology and chemistry and, and all the things that you need to be really great at. I just didn't have the interest or the skill. The fun bits were fun. But the adrenaline adrenaline was fun and coming to the rescue was fun and, I loved all that. I loved, I loved coming to the rescue. I loved the adrenaline of it. and and feeling like you helped people.And, and you felt really good. Also, there was a volunteer aspect of it that I'm I'm sorry that that was important part of it. too. I was, I felt great that I was doing all of this in volunteering in service. Yes, interesting. you get the three emergency services, You've got ambulance, fire, police.😊There's an issue going on. The ambulance turns up. Everybody's grateful. There's an issue going on. The fire service turns up. Everybody's grateful, and turned on.The police turn up. People get a little bit suspicious unless you're the very person that needs it, everyone immediately gets on watch. And I always think I feel bad for police officers. They're doing a thing. They're still doing a service. And in many ways, they're in the line of fire. They're dealing with much more kinetic situations. I guess firefighters, too, and also.I'm sure I, but you think fuck like police officers really, you know, they're being shouted at and as all of this potential stuff. they're looking over the shoulders and.And no, that must be hard. It must be hard to be a police officer when you look at your fellow, you know, of the three branches that you could have gone down on emergency services, like people sort of clap and applaud. And there's a lot more heroism around that. And the public perception, I think, of police officers has had a rough ru...（已截断）
The Joe Rogan Experience
(1)
#2510 - Devon Larratt
2h 48m
2026/06/06
📝 AI
总结
🎼The Joe Rogan experience during my day, Joe Rogan podcast by night day.Check check, what's happening, my man. I so happy. so happy to see you. Wow, let's go, thank you so much for pleasure. Feel like you know, you are the loudspeaker of the planet, man, And I'm so honored to be here. That's a very uncomfortable position to be in. tell that. It's very yeah. I bet. I bet.But look, I mean, you've talked to everybody in the planet. And I think I'm honored to be your first arm wrestler. Well, if I'm gonna have an arm wrest, it has to be the goat. highly debated, highly debated, but I'll take here in the conversation. Yeah, I'm in the conversation. There's a couple of us. I think John Bzaink. I don't know how, how close do you follow arm wrestler. Very little. Yeah, I follow you. Well I'm most fascinated by the fact that you can' extend your arm.😊You, yeah, his arms don't straighten. No, they don't. Unfortunately, that didn't work. Yeah, it didn't work when I was trying to fight Thor either. It kind of limited the extension.But when did that start happening?So I was, I got into club arm wrestling. I Ar wrestled with my when I was a kid, but I got into club arm wrestling around like 18. By the time I was 20 or so. we have this champion called crazyy George. Okay, he's like a very old, very decorated champion. And he famously at the time for me, he couldn't straighten his elbows. And I was like, oh, man, I can't wait till my elbows don't.入いて。😊Like a silly, a silly wish, right? So it started early. Like, I think I was like.Probably like in my late 20s. And it just the range started to shrink. And how, what is that from.It's just pressure, mostly like just the constant pressure on the elbow joint causes, you know, Ophytes potentially like, and it doesn't happen to all the arm wrestlers. Have you got an MRI on it, I've had three surgeries to straighten them out to remove bone and scar tissue, Just chipp bones and stuff. Chip bones Doctor Polack bless his soul at the Ottawa hospital has extended my career till, till this age, you know.Yeah, it can. That's probably one of the worst chronic conditions that armres get is,, you know, if, if the bone growth gets bad enough, it can start to constrict your nerves or blood flow. And that's when it becomes a problem. Has that happened to you,100%. Yeah, Yeah, I, so I was what, I was probably, it was like 2013. So like 13 years ago was when I had my first surgery. And at that point, like trying to move forward, trying to move forward and put pull it up.Not as far as you can go. That's, that's it. That's it, bud. That's it. Wow,, the left is a little more than the right. it looks like.Probably a little bit. Yeah, yeah, And I've had two surgeries on the right, one on the left. But in my mind, you know, it's a small price to pay, You know, like I'm, I'm as all in in arm wrestling as you can possibly be. And this is our cost of admission for some of us. you know, And does, does that happen to every armrest. No, no, no, there's lots of arm wrestlers. it's, it's a style thing. It's a, a genetic predisposition. It's, I rolled the dice wrong one day and had a bad match.You know, I think what happens is it's really, it's the pressure. It's the bones over time. if you're, and then it's, if you're a dummy and, you know, keep on doing it when you should probably rest.That probably doesn't help. And I'm I'm guilty, you know, So most of the greats.Anyways, on everything. It doesn't affect me in the sport. I actually, I call it weaponized arthritis.系。😊Because there are ways you can kind of make your loss of range work for you at times. Really, Yeah, because there's like, right, you know, like if you're doing an arm bar, Okay, like your body resists with the ligaments and the tendons. So that starts higher for me. And I think that there's a muscular strength component that kicks in as well right at the end of the range to protect you. So.I just have a higher.You know, arm bar, you know, does it it help you in arm bars as well. Oh No, it does. a good jujitsu guy is still gonna, he's still gonna arm bar me. No, it's also the bones would just snap. Yeah, it's just gonna snap higher. Yeah,, snap in bad places. Yeah, did you ever try hanging from like a chin up bar to straighten it out. I've tried a lot of things. I saw a video with you in Juju Mfu. Yeah, does they say his name. Yeah, Juji, Juji,ji mufu. Yeah, Juji Mufu. Okay, John.Oh, yeah, he's great. He's great. He's, he's such a character, But they were rolling. They were trying to like, do some stuff with like these big metal bars to roll out your muscles. And you were in fucking agony. Yeah, I was like, that is crazy to watch. Like, yeah, you really can't straighten your arm. And when they were trying. you were screaming, yeah.Yeah, it's terrible. I've kind of just accepted it. Did you ever tried to hang. I've tried so many things, But I, when I was young, when I was 20, I was wishing for the day that I could be like crazy George So straight ...（已截断）