各位朋友，最近是不是被马斯克那近一万亿美元的薪酬方案刷爆屏了？有人说这是天价炒作，有人直呼看不懂，甚至觉得这是资本市场的疯狂游戏。但我帮 主郑重，做了20年财经记者，又沉在中长线投资里摸爬滚打这么多年，越琢磨这事儿，越觉得背后藏着咱们做投资最该吃透的核心逻辑，根本不是表面看到 的数字狂欢。 想起20年前我刚入行跑财经口，那时候背着相机、拿着录音笔，跑遍了大大小小的企业。采访的老板们聊得最多的是怎么扩大产能、怎么抢占当下的市场份 额，怎么在季度报表上交出漂亮数据，很少有人敢拍着胸脯说十年二十年之后，要把行业改造成什么样。那时候的市场评价一家企业，也多是看短期盈利、 看当下的营收规模，谁要是说要砸重金搞一个没先例的技术、做一个十年内未必能赚钱的项目，大概率会被当成异想天开。 可现在再看马斯克、贾跃亭这些人，他们的格局早就跳出了眼前的盈亏账。马斯克这万亿薪酬，真不是躺着就能拿的。我特意去扒了方案的细节，里面藏着 12项实打实的硬指标，相当于一场跟未来十年的对赌协议。要把特斯拉现在1.5万亿美元的市值，硬生生拉到8.5万亿美元，还得交付2000万辆电动车、100万 台人形机器人，让100万辆全自动驾驶的机器出租车投入 ...

Core Viewpoint - The article emphasizes the importance of learning from Japan's consumer market strategies during economic downturns, highlighting the need for innovation and efficiency in the face of challenges in the Chinese consumer market [6][7][14]. Group 1: Event Overview - The event will take place from August 7 to August 9 in Shanghai, featuring prominent figures from the Japanese and Chinese consumer industries [9][11]. - The course aims to provide a deep dive into the methodologies of Japanese consumer giants, focusing on efficiency, demand reconstruction, and capital strategies [5][13]. Group 2: Key Insights from Japanese Market - Historical analysis shows that during economic downturns, brands can experience significant growth, as evidenced by Japanese companies like Salaria and Uniqlo [14]. - Specific strategies such as "reduction management" and "demand reconstruction" are crucial for navigating low-growth environments [14][18]. Group 3: Course Content - The course will cover three main areas: efficiency revolution, demand reconstruction, and capital strategies, with insights from industry leaders [14][16]. - Notable speakers include former executives from successful Japanese companies who will share their experiences and strategies for thriving in challenging markets [17][21]. Group 4: Target Audience - The event is aimed at founders and CEOs of consumer enterprises looking to break through growth ceilings and optimize cost structures [24].

Group 1 - The core viewpoint emphasizes that 2025 will be a pivotal year where businesses must either evolve or face obsolescence due to escalating global trade wars and the transformative impact of AI on commercial foundations [2] - The article suggests that this period is not merely a challenging time but rather a golden era for innovators and disruptors who are prepared to seize new opportunities [2] - The initiative aims to foster a sense of community among entrepreneurs, alleviating their isolation and promoting the sharing of entrepreneurial spirit and resources [3] Group 2 - The event scheduled from June 6 to June 8 in Shanghai is designed to bring together various entrepreneurs, providing a platform for networking and collaboration [4]

Group 1 - The core viewpoint emphasizes that 2025 will be a critical year where businesses must either evolve or face elimination due to escalating global trade wars and the rationalization of capital driven by AI [2] - The article suggests that this period is not merely a challenging time but rather a golden age for disruptors, encouraging entrepreneurs to connect deeply with AI innovators and industry experts to uncover unique opportunities and new blueprints [2] - The founding spirit of entrepreneurship is highlighted, with the initiative of the company to alleviate the loneliness of entrepreneurs, fostering a vibrant exchange environment during the mid-year course [3] Group 2 - The mid-year course is scheduled from June 6 to June 8 in Shanghai, featuring prominent industry figures and providing a platform for entrepreneurs to network and share insights [4]

Group 1 - The core viewpoint emphasizes that in 2025, businesses must either evolve or face elimination due to escalating global trade wars and the rationalization of capital driven by AI [2] - The article suggests that this period is not merely a challenging time but rather a golden age for innovators and problem solvers, encouraging entrepreneurs to connect deeply with AI entrepreneurs and industry experts to uncover unique opportunities [2][3] - The founding spirit of the organization is highlighted, aiming to alleviate the loneliness of entrepreneurs, with the mid-year course serving as a vibrant platform for networking and resource sharing among various entrepreneurs [3] Group 2 - The event scheduled from June 6 to June 8 in Shanghai is presented as a significant opportunity for entrepreneurs to gain clarity on strategies for the second half of 2025, emphasizing the value of direction in efforts [3][4] - A reminder is issued regarding the deadline for registration, urging interested participants to sign up promptly [4]

Group 1 - The core viewpoint emphasizes that 2025 will be a pivotal year where businesses must either evolve or face obsolescence due to escalating global trade wars and the transformative impact of AI on commercial foundations [2] - The article suggests that this period is not merely a challenging time but rather a golden era for innovators and disruptors who are prepared to seize new opportunities [2] - The initiative aims to foster a sense of community among entrepreneurs, alleviating their isolation and promoting the sharing of entrepreneurial spirit and resources [3] Group 2 - The event scheduled from June 6 to June 8 in Shanghai is designed to bring together various entrepreneurs, providing a platform for networking and collaboration [4]

Group 1 - The core viewpoint emphasizes that in 2025, businesses must either evolve or face elimination due to escalating global trade wars and the rationalization of capital driven by AI [2] - The article suggests that this period is not merely a challenging time but rather a golden age for innovators and disruptors who can adapt and seize new opportunities [2] - The event aims to foster a sense of community among entrepreneurs, allowing them to share insights and resources, which is crucial for navigating the upcoming challenges [3] Group 2 - The event scheduled from June 6 to June 8 in Shanghai is positioned as a significant gathering for entrepreneurs to connect and exchange ideas [4]

Group 1 - The core viewpoint emphasizes that 2025 will be a critical year where businesses must either evolve or face elimination due to escalating global trade wars and the rationalization of capital driven by AI [2] - The article suggests that this period is not merely a challenging time but rather a golden age for those who can adapt and seize opportunities [2] - The initiative aims to foster a sense of community among entrepreneurs, alleviating their isolation and promoting the spirit of entrepreneurship [3] Group 2 - The event scheduled from June 6 to June 8 in Shanghai is designed to bring together various entrepreneurs, providing a platform for resource sharing and networking [4] - Notable industry experts and mentors will be present at the event, enhancing the learning experience for attendees [1]

Group 1 - The core viewpoint emphasizes that 2025 will be a critical year where businesses must either evolve or face obsolescence due to escalating global trade wars and the transformative impact of AI on commercial foundations [2] - The article suggests that this period represents a golden age for innovators and disruptors, encouraging entrepreneurs to connect deeply with AI entrepreneurs and industry experts to uncover unique opportunities and new blueprints for success [2][3] - The initiative aims to foster a sense of community among entrepreneurs, alleviating the loneliness often associated with startup journeys, and providing a platform for resource sharing and collaboration [3] Group 2 - The event scheduled from June 6 to June 8 in Shanghai is positioned as a significant gathering for entrepreneurs, featuring renowned speakers and a rich environment for networking and idea exchange [4]

Group 1 - The core viewpoint emphasizes that 2025 will be a critical year where businesses must either evolve or face elimination due to escalating global trade wars and the rationalization of capital driven by AI [2] - The article suggests that this period is not merely a challenging time but rather a golden age for those who can adapt and seize opportunities [2] - The event aims to foster connections between entrepreneurs and industry experts, highlighting the importance of collaboration in navigating the new landscape [2][3] Group 2 - The initiative to support entrepreneurs and reduce their isolation is rooted in the founding spirit of the organization, which aims to create a vibrant community for sharing ideas and resources [3] - The mid-year event is positioned as a significant networking opportunity for entrepreneurs across various sectors, promoting the exchange of entrepreneurial spirit and resources [3] - The cost of participation is framed as a valuable investment for gaining clarity on strategies for the second half of 2025, emphasizing the importance of direction in entrepreneurial efforts [3]