中层消失，Token狂热退潮，硅谷工程师眼里的「AI创业下半场」
所有人都在尝试建立关于AI的判断，但所有共识都在迅速过期。 访谈 | 巴芮 海风 文 | 海风 刘思洁 编辑 | 刘思洁 封面图源 | 受访者拍摄 “野蛮生长的阶段已经过去了。” 这是身处硅谷AI创业一线的马培元最近最深的感受。…
8点1氪丨宇树科技：8月10日网下申购；字节跳动成立新的豆包产品团队；美股三大指数集体收涨，微软创近18年以来最大单日涨幅
今日热点导览 韩股创纪录的重挫，全球投资者却未进场抄底 月之暗面变更为股份公司 国内品牌金饰价格集体上涨 高通9月1日起上调芯片价格，涨幅达到两位数 特斯拉全球第1000万辆电动车下线 TOP3大新闻 宇树科技：初步询价日为8月5日，网下申购日为8月10日…
Empty seats? Concert giant Live Nation says ticket sales are actually at record levels.
In the wake of online chatter about highprofile tour cancellations, Ticketmaster’s parent company said artists aren’t ditching shows any more than usual.…
Jersey Mike’s spent almost ‘zero dollars’ on digital marketing. That’s now changing.
The CEO of the newly public sandwich chain says the company needs to be more proactive about reaching younger customers. Source：MarketWatch
US Senators sent revised ethics rules to White House for CLARITY Act: Report
The window to pass a comprehensive crypto market structure bill before the Senate breaks for a monthlong recess is closing, with ethics a dividing issue for…
Get ready to buy the dip in tech stocks. Why the recent selling won’t break the bull market.
The stockmarket selloff in July looks more like a stress test than a breaking point. Source：MarketWatch
Can credit cards survive AI shopping? Why Mastercard’s CEO says they’ll ‘prevail’ in this new era.
Mastercard is positioning itself for ‘agentic commerce’ as the paymenttechnology world evolves Source：MarketWatch
Strategy posts $8.2B Q2 loss as Bitcoin slump drives unrealized losses
The Bitcoin treasury company said it has built a $3.75 billion cash reserve to support preferred stock payouts following the launch of its BTC monetization…
Software stocks are fading — but these 4 could shine through the rest of the year
Evercore recommends Microsoft, ServiceNow, Salesforce and Samsara. Source：MarketWatch
World Cup generated $20B in blockchain prediction market volume: Chainalysis
The blockchain analytics firm said the World Cup attracted global participation in prediction markets and digital collectibles, with more than 400,000 wallets…
Coinbase Q2 profit misses estimates despite record crypto market share
The crypto exchange blamed softer spot trading and low volatility for the earnings miss while highlighting growth in derivatives, stablecoins and tokenized…
Implosion of Situational Awareness hedge fund has Wall Street betting the bottom is in for the AI trade
One of the wildest months in recent memory for the U.S. stock market is ending on yet another remarkable note: A highflying hedge fund run by an AI wunderkind…