Yet the ability of young couples to afford a house is at an all-time low. Housing costs have not appreciably risen in real terms. But wages have dramatically fallen in real terms, thanks to globalization and immigration.Darth Powell (@VladTheInflator):https://t.co/RGRHXK0JY5 ...

As science globalises and other countries attract more talent, America’s dominance is bound to wane https://t.co/8aePSJX554 ...

作者丨赵晓晓 编辑丨关雎 图源丨 Pattern 两周前，在美国电商生态市场，刚刚诞生一个超级 IPO 。 成立于 2013 年，由一对夫妻 David Wright 和 Melanie Alder 创办的电商服务商 Pattern （中文翻译柏藤，以下简称 Pattern ）在美国纳斯达克上 市。 Pattern 在 IPO 中以 14 美元的价格发售，上市首日，股价收盘报 15.63 美元，涨幅超 11% ，市值 27.5 亿美元（人民币近 200 亿元）。 Pattern 从亚马逊一家卖冰箱贴的小店起步，后来逐步 研发 了为电商销售加速的 人工智能和机器学习技术。 目前其业务主要包括： 一是采购品牌产品， 直接在各大平台销售 ；二是代运营，为品牌提供涵盖运营、渠道、营销、履约交付等在内的 ⼀ 站式跨境电商解决方案 。此外还有物流履约、软件与数据 营销等。核心就是帮品牌运营线上渠道并转化为销量。 根据招股书， Pattern 的收入来源多元，包括经销差价、服务佣金、 SaaS 订阅费以及定制化咨询服务等，业务覆盖全球 60 多个主流电商平台，包括亚 马逊、沃尔玛、 Target 、天猫、京东、抖音 /Ti ...

“Talent is global. Capital is global. Distribution is global. So why should founders not be?”Jahanvi Sardana, with Index Ventures, spoke about stepping outside of hot spots like Silicon Valley and New York at the 2025 Forbes #Under30Summit in Ohio.https://t.co/VdQ1pJgG95 https://t.co/lE4KEwUap4 ...

[Music] It's good to be here this evening. Um I'll be speaking this evening about exporting excellence. Many years ago I was in medical school.I remember we had a conversation with one of our consultants and um you know medical practice how that we have all the big names Salmonellosis Lististeriosis. I just said all of that to show you that I went to school. But um and we had all of that conversation and I remember full well that there was something that stood out for me.There was a name I mean there was on ...

Join me for a little walk back in history. The year 2016 marked a critical rupture in both the American and British story. Brexit happened in June. Trump happened in November. November moments when the larger stories that once bound their people together and instead embraced politics of division. These political earthquakes rejected globalization, diversity, and democratic norms in favor of narrower identities rooted in grievance and nostalgia. And by seating this identity debate to demagogues, democratic l ...

Joining me now is Ben Rhodess, former deputy national security adviser under President Obama. He's the co-host of Pod Save the World. He's an MSNBC political contributor.He's the author of After the Fall, the rise of authoritarianism in the world we've made. Ben, that that sounded all very somber, but I actually found it very hopeful. I I think there's a point here, right.that that we are all in the business of being critical and holding to account the government that is doing some remarkably destructive th ...

Globalization with Chinese characteristics https://t.co/hxnS4KCg9s ...

Let's start with a scene that might seem oddly familiar. You're sitting at your computer. You've got 10 to 20 tabs open.I'm talking news articles, emails, a half-finish YouTube video, your bank account, and maybe even a recipe for dinner. You know, the ones you'll never actually make. Your computer starts lagging.It's frustrating. So, you slam your fist on the desk and go, "Oh." As you might have guessed, this isn't just about your computer. There's so much noise in the world, so many issues demanding our a ...

Summary of Tencent Holdings Ltd. Conference Call Company Overview - **Company**: Tencent Holdings Ltd. - **Industry**: China Internet and Other Services - **Current Stock Price**: HK$645.00 (as of September 16, 2025) - **Market Capitalization**: US$769,507 million - **Price Target**: HK$700.00, representing a 9% upside potential Key Focus Areas - **Digitalization and Globalization**: Tencent's cloud development emphasizes enhancing efficiency through digitalization and exploring new growth drivers via globalization [1][2] - **AI Adoption**: Tencent is recognized as a leading adopter of AI technologies, particularly in consumer applications, supported by its robust WeChat ecosystem [1] Core Business Developments - **AI Product Launches**: Tencent has introduced various AI efficiency enhancement products, including: - Enhanced cloud agent development platform - A comprehensive suite of 2C and 2B AI products [2] - **SAAS + AI Toolkit**: Upgrades to AI LLM infrastructure focus on optimizing computing power and model efficiency, with multiple open-sourced models launched [3] Performance Metrics - **Revenue Growth**: Tencent reported a 20% increase in marketing revenue and a 22% growth in gaming revenue in Q2 [9] - **User Engagement**: Significant increases in user engagement metrics, such as: - AI MAU for QQ browser increased by 17.8 times since April - Tencent Meeting's AI MAU grew by 150% year-over-year [7] Global Expansion Strategy - **International Business Growth**: Tencent's international business has achieved double-digit growth, with overseas clients doubling year-over-year [12] - **Infrastructure Investments**: Tencent is expanding its global infrastructure, including a US$150 million investment in a data center in Saudi Arabia and a third data center in Osaka [12] Financial Projections - **Revenue Forecast**: Projected net revenue growth from RMB 660.3 billion in 2024 to RMB 884.3 billion by 2027 [4] - **Earnings Per Share (EPS)**: Expected EPS growth from RMB 20.63 in 2024 to RMB 30.59 in 2027 [4] Risks and Challenges - **Market Competition**: Potential risks include intensified competition in social networks and advertising, regulatory uncertainties in the gaming industry, and tightened regulations amid US-China tensions [16] - **Execution Risks**: Successful execution of new game launches and maintaining market share in social and short video ads are critical for growth [16] Analyst Ratings - **Stock Rating**: Overweight - **Industry View**: Attractive - **Valuation Methodology**: Base case valuation of HK$700 based on a sum of the parts analysis [13][14] Conclusion Tencent Holdings Ltd. is positioned for continued growth through its focus on digitalization and globalization, supported by strong AI adoption and significant investments in infrastructure. However, the company faces challenges from market competition and regulatory environments that could impact its performance.