基础：我的 1999 年（以及 2000 年部分）——迈克尔·布瑞 --- Foundations: My 1999 (and part of 2000) substack.com/@michaeljburry/p-179751886 Substack Threading a theme I know, here is 1999 through my eyes at the time. I was 27 at the start. 围绕我熟悉的主题，这里是我当时眼中的 1999 年。那时我 27 岁。 When I wrote this Valuestocks.net article "Buffett Revisited" on April 28, 1999, I was a neurology resident physician at Stanford University Hospital in Palo Alto. I likely wrote this between 10PM and 2AM in one sitting, and then dialed in on my modem to upl ...

要闻提示 NEWS REMIND 1.罗永浩透露华杉录音内容 ： 滑跪说自己丢了很多生意，脏话很多， 这人 两面三刀 2.曝中国一汽入股零跑最快年内签约，朱江明： 不放弃主导权！ 3.曝前东风高管余飞低调入职奇瑞！ 4. 大润发换帅！沈辉辞去执行董事、首席执行官，盒马前高管李卫平接任 5. 美团CEO王兴：坚决反对"内卷式"竞争，外卖价格战不可持续，有信心捍卫市场地位 6. 关海涛称拒绝所有的车圈邀请：最深的情感都给了极氪 7. 特斯拉前高管爆料：特斯拉曾拆解多款中国电动汽车，并在部分车型上借鉴了相关做法 8. 前CEO基辛格吐槽Intel董事会：开除了我但还在执行我的战略 今日头条 HEADLINE NEWS 罗永浩透露华杉录音内容： 滑跪说自己丢了很多生意，脏话很多， 这人 两面三刀 11 月 30 日，针对外界高度关注的"罗永浩为何迟迟未公布华与华录音"一事，罗永浩在29日直播中回 应，暂缓公布主要有两个考量：一是近期香港发生火灾事故，此时进行网络争吵或官宣均不合时宜；二是 公司在下周一（12月1日）将有"大的正事"进行官宣，不希望被这类吵架扯皮的八卦事件转移公众注意 力。罗永浩在直播中直言，等到周一的 ...

Core Viewpoint - The article discusses the evolution and current state of HDR (High Dynamic Range) imaging technology, highlighting its transition from professional use to mainstream consumer adoption, driven by advancements in smartphone technology and social media platforms [5][34]. Group 1: HDR Technology Overview - HDR technology has been around since the late 1990s, with its roots tracing back to the 1850s when photographers began experimenting with multiple exposures to capture a wider dynamic range [16][19]. - The transition from SDR (Standard Dynamic Range) to HDR involves significant improvements in image quality, with HDR images offering greater brightness and detail [10][12]. Group 2: Smartphone Influence - The iPhone 12 series was a pioneer in fully supporting HDR imaging, including both capture and display capabilities, using the HEIF format to store HDR images [21][24]. - Android devices lagged behind in HDR support, with hardware and software compatibility issues delaying widespread adoption until the introduction of Google's Ultra HDR standard in Android 14 [30][32]. Group 3: Industry Standardization - The introduction of Ultra HDR by Google marks a significant step towards standardizing HDR across Android devices, allowing for better compatibility and sharing of HDR content [32][34]. - Apple has also made strides in HDR compatibility by enabling HDR image capture in JPG format starting with the iPhone 16, enhancing cross-platform sharing capabilities [34]. Group 4: Market Dynamics - The push for HDR adoption is fueled by social media platforms seeking to enhance user engagement through improved image quality, leading to a collaborative effort between manufacturers and platforms [34][36]. - The article emphasizes the importance of standardization in HDR technology, noting that the lack of a unified approach among Android manufacturers previously contributed to confusion and inconsistency in HDR image sharing [36].

Core Viewpoint - Apple has reportedly abandoned the development of the new Mac Pro desktop, which was set to feature the M4 Ultra processor, with the next high-end desktop chip being the M5 Ultra instead [1][3]. Group 1: Mac Pro's Development and History - Apple has essentially given up on the Mac Pro project, believing that the Mac Studio represents the future of their desktop offerings [3]. - The Mac Pro has had a tumultuous history since its inception, with significant transformations in Apple's chip technology over the years [4]. - The original Power Macintosh series set a high-performance standard for Apple computers, primarily targeting high-end business and creative users [6]. Group 2: Design and Performance Challenges - The design of the Power Mac G4 Cube, while innovative, faced performance limitations due to its compact design, leading to its eventual failure [8][14]. - The Mac Pro, introduced in 2006, continued the legacy of the Power Mac but struggled with performance issues due to its design constraints [10][12]. - Apple's acknowledgment of the "trash can" Mac Pro's shortcomings led to the introduction of a more modular design in the subsequent model, which received a better reception [16][17]. Group 3: Transition to Apple Silicon - The introduction of Apple Silicon marked a significant turning point for the Mac lineup, but the Mac Pro was the last to receive an update, featuring the M2 Ultra [21][23]. - The Mac Studio emerged as a more compact and efficient alternative, fulfilling the vision of a high-performance computer without the need for extensive modularity [25][29]. - The shift towards high integration and compact design reflects a broader trend in computing, where performance can be achieved without the traditional large form factors [31][35]. Group 4: Market Position and Future Outlook - The Mac Pro's larger size and higher cost did not translate into superior performance compared to the Mac Studio, which has become the preferred choice in the new era [25][37]. - The evolution of computing towards smaller, more efficient designs aligns with the changing needs of users, particularly in creative industries [31][35]. - The Mac Pro's legacy may now be reduced to its high-quality design, as the market moves towards more integrated solutions like the Mac Studio [37].

导语："这艘万亿巨轮的每一次转向，都将掀起滔天巨浪，并最终改变我们每个人的生活。 深夜，一条消息引爆了科技圈。 那个被誉为 "科技界避风港"，那个"稳如泰山"从不轻易裁员的苹果，竟然也官宣裁员了！ 消息一出，所有人都懵了。这还是我们认识的那个苹果吗？硅谷的寒气，终究还是吹进了库比蒂诺的 "宇宙飞船"总部。 然而，当你以为这只是科技寒冬里的一朵小浪花时，一个更深层的、足以撼动整个苹果帝国的惊天内幕，已经悄然浮出水面…… 裁员只是"前菜"？苹果的"铁饭碗"碎了 11月24日，苹果官方确认，将进行一轮"小规模"裁员，主要集中在销售团队。 "小规模"？这个词从苹果嘴里说出来，显得格外刺眼。 要知道，在过去几年全球科技公司动辄裁员上万人的 "裁员潮"中，苹果几乎是唯一的例外。它就像一座坚不可摧的堡垒，给无数员工提供了最令 人艳羡的稳定。 但现在，堡垒出现了裂缝。 更让人心惊的是，有内部人士早在上周就爆料，苹果一上午就裁掉了超过 200人。这意味着， 在官方那份轻描淡写的声明背后，裁员的镰刀早已 挥下。 "万年不裁员的苹果都开始了，真的预感不妙……" "这不只是裁员，这是信号！一个时代的信号！" 网友的评论区炸开了锅。大 ...

以下文章来源于略大参考 ，作者杨知潮 略大参考 . 新消费 · 新科技 · 新生活 类似苹果的生态护城河。 文 ｜ 杨知潮 来源｜ 略大参考（ID：hyzibenlun） 封面来源 ｜ 小天才官方网站 很长时间里，段永平都不认为他创建的步步高是门好生意。 他在雪球上直给地说过：我们的生意模式不好，不是好的投资标的。（发布日期2012-04-06） 这也不是凡尔赛，3C数码消费品从来都是竞争最激烈的赛道，产品差异化相对较小，且资产太重。哪怕到了软硬件一体的智能手机时代，安卓手机的差 异化仍然有限，行业内的上市公司，如小米、三星、索尼，利润率普遍在个位数到10%左右徘徊。 这可达不到段永平的投资要求——他投资的股票如茅台、拼多多、苹果，利润率普遍都在25%以上。 但步步高旗下的有一个产品，可能是个例外——小天才电话手表。 对于做了一辈子数码产品的段永平来说，苹果简直是他梦寐以求的商业模式。尤其是独家的系统，让苹果拥有了一种软件生态护城河。尽管步步高也相当 优秀，但他坦言："我们的生意模式和苹果比确实不是好的生意模式。" 苹果的生意模式这么好的原因之一，就是它在美国扮演了一部分微信的角色——自带的通讯软件Facet ...

【CNMO科技早报】雷军在社交媒体上公开祝贺陈龙入选2025年度亚太区"35岁以下科技创新35 人"（TR35）榜单；美国得克萨斯州北区联邦地方法院持续推进由埃隆·马斯克旗下人工智能公司xAI提 起的诉讼案，指控苹果公司与OpenAI的合作排挤了其他AI企业公平竞争的机会；2025年1至10月，中国 汽车进口总量为40万辆，同比下降30%，创下近年来同期最大跌幅；2025年1至10月，中国汽车累计出 口量达646万辆，同比增长22%。 《麻省理工科技评论》正式发布2025年度亚太区"35岁以下科技创新35人"（TR35）榜单，小米汽车主 任科学家陈龙博士凭借在辅助驾驶领域引入视觉-语言-行为（VLA）模型的突破性工作成功入选。11月 30日，小米集团创始人、董事长兼CEO雷军公开祝贺陈龙获奖。 陈龙早年曾在英国从事自动驾驶研究，致力于让机器行为更贴近人类。2024年，他与雷军深入交流后， 被小米"人车家全生态"战略及AI与物理世界融合的布局吸引，于2025年加入小米，现任小米汽车主任科 学家。 2025年11月，美国得克萨斯州北区联邦地方法院持续推进由埃隆·马斯克旗下人工智能公司xAI提起的诉 讼案。此前，x ...

The latest 13F from Grantham, Mayo, Van Otterloo & Co. (GMO) offers a clear window into how Jeremy Grantham is positioning capital in a market he believes is both richly valued and increasingly narrow. Despite his well-known warnings about bubbles and froth, GMO’s actual equity book remains highly rational — concentrated in dominant franchises with durable cash flows, strong balance sheets, and long-term secular tailwinds.Below is a breakdown of the most important top holdings and what they signal about GMO ...

On November 30, 2022, OpenAI introduced a new product to the world, innocuously describing it as “a model called ChatGPT which interacts in a conversational way.” It’s no hyperbole to suggest that ChatGPT subsequently transformed the worlds of business and tech, becoming enormously popular — it’s still in the number one spot on Apple’s free app rankings today — while also serving as the catalyst for a flood of generative AI products. It’s even made people suspicious of the em dash, which no chatbot will ...

Below is a curated look at the standout offers worth considering today, as per a report by Wifi Hifi.Is Cyber Monday 2025 Offering Deals on Laptops?One of the most notable highlights is Apple’s rarely discounted hardware. The Apple MacBook Air 13-inch (2025) is available for $1,450, down from $1,699 (15% off). Apple seldom provides deeper price cuts on its newest laptops, making this among the best prices shoppers can expect through the season.Is Cyber Monday 2025 a Good Time to Buy Smart Home Devices?Cyber ...