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  • #292 Companies Like JP Morgan And Visa Are Creating Crypto Tokens
    2025/06/30

    rising prominence of stablecoins in the financial world. It highlights how major financial institutions and tech companies like JPMorgan, Visa, Shopify, and Circle are embracing these dollar-pegged cryptocurrencies for faster, cheaper transactions and to potentially disrupt traditional payment processing. The source also examines the potential risks associated with stablecoins, such as financial instability and money laundering concerns, while noting the U.S. Senate's "Genius Act" as a significant step towards regulating this evolving market. Ultimately, the transcript suggests that stablecoins could not only overhaul the global financial system but also benefit the U.S. Treasury market by creating new demand for government securities.

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    15 分
  • #291 Real Threat To the Labubu Economy
    2025/06/29

    Pop Mart's Labubu dolls, detailing how they became a pop culture sensation, particularly in Asia, with celebrity endorsements and their adoption by the upper-middle class. The discussion highlights Labubu's significant market value, surpassing established brands, and the surge of competitors and copycats entering the designer toy market. The analysis also explores the challenges Pop Mart faces, such as market saturation and maintaining scarcity, to retain its dominant position amidst growing competition.

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    9 分
  • #290 How AI Boom’s Multi-Billion Dollar Blind Spot
    2025/06/28

    future potential of AI, particularly focusing on "reasoning models." While many in the industry are investing heavily in AI's purported ability to "think" and "reason" like humans, leading to predictions of superintelligence, new research suggests this capability may be an "illusion." Studies indicate that AI models excel at tasks similar to their training data but struggle with novel or complex problems, exhibiting a lack of generalizability. This raises questions about the true progress toward artificial general intelligence (AGI) and whether the immense financial and corporate commitments to current AI development will yield the anticipated revolutionary benefits. The discussion highlights a debate among major AI players regarding the "scaling law" and the fundamental limitations of present-day AI, potentially impacting the entire AI market and its investors.

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    11 分
  • #289 Examining which careers are most at-risk for AI impacts
    2025/06/27

    Axios business reporter Nathan Bowie, discusses the potential impact of AI on various careers. It highlights how repetitive tasks like data entry and analysis are particularly vulnerable to automation, leading to layoffs in some industries. Conversely, jobs requiring human interaction, innovation, and complex problem-solving are considered more AI-proof. The segment specifically addresses the future of professions such as accountants, data scientists, radiologists, digital marketers, and graphic designers, offering insights into their susceptibility to AI replacement and suggesting that adaptability and continuous learning are crucial skills for future job security.

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    11 分
  • #288 How Mixue Built a $10B Empire Selling $1 Ice Cream
    2025/06/26

    Mixue (Meeshway), a Chinese food and beverage chain that has become the world's largest by store count. It explains how Mixue achieved this by prioritizing affordability, vertical integration, and aggressive expansion into lower-tier cities and rural areas, rather than targeting premium customers or seeking venture capital. The source highlights Mixue's "heavy backend, light frontend" franchising model, where revenue is primarily generated from selling ingredients and supplies to franchisees, not royalties. Furthermore, it details how strategic branding, including a viral jingle and mascot, contributed to its widespread appeal, particularly among Gen Z, and discusses its successful expansion into Southeast Asia, raising questions about its potential in developed markets

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    16 分
  • #287 1955 vs 2025, who actually had it better?
    2025/06/25

    explores the economic well-being of the average American across several decades, from 1950 to 2025. The creator places himself in the role of a middle-income earner in each era to assess key indicators like income growth, housing affordability, wealth distribution, and the ability to surpass parental earnings. The analysis reveals a period of broadly shared prosperity after World War II, where all income brackets saw comparable gains. However, starting in the 1980s, a significant divergence emerged, with top earners accumulating a disproportionately larger share of economic growth, while the middle and lower classes experienced stagnation and a decline in upward mobility, challenging the traditional idea of the "American dream." The video attributes these shifts to changes in economic policies rather than a broken economy, suggesting that the current system operates as designed by specific rules and regulations.

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    18 分
  • #286 from #1 App To Burning Billions: How Temu Lost It All
    2025/06/24

    How Temu Lost It All" by Logically Answered details the rise and recent struggles of the e-commerce platform, Temu. Initially experiencing explosive growth due to extremely low prices, massive advertising campaigns, and gamified shopping experiences, Temu garnered hundreds of millions of customers. However, the source explains that Temu's business model relied on significant financial losses per order and exploiting a "de minimis" legal loophole for tariff-free imports from China, which was eventually eliminated by the US government. This change, combined with customer complaints about product quality, safety concerns, and data privacy issues, led to increased prices, plummeting downloads, and a significant drop in profitability and market standing for the company

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    14 分
  • #285 Truth REVEALS only 7% MBA Graduates Are Employable | Is MBA dead?
    2025/06/23

    changing landscape of MBA education and its relevance in today's job market. It highlights a decline in employability for traditional MBA graduates, even from top global institutions, citing low employment rates and diminished average salaries in India. The speaker argues that companies now prioritize practical experience and real-world skills over traditional degrees, while MBA curriculums struggle to keep pace with rapid industry changes like AI. The video advocates for "new-age" MBA programs that offer relevant, practitioner-led curricula and hands-on experience, even sponsoring a specific program as an example of this modern approach.

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    15 分