2026-08-04

The latest addition is A trip to the magic mushroom megachurch, a Planet Money episode on Zydor Church, Dave Hodges, John Rapp, and the legal gray area around psychedelic churches. It adds Zydor Church, Dave Hodges, John Rapp, Church of Ambrosia, Drug Enforcement Administration, Native American Church, Oakland, California, Psilocybin Mushrooms, DMT, Psychedelic Churches, Religious Controlled-Substance Exemption, Controlled Substances Act, DEA Exemption Process, Myers Test, Sacrament Donation Model, Psychedelic Church Harm Reduction, Local Psychedelic Decriminalization, and High-Dose Psychedelic Practice, while extending NPR, Planet Money, United States, California, Supreme Court, and Food and Drug Administration. Its core synthesis is that psychedelic churches are not only a novelty or loophole: Zydor makes religion, harm reduction, cash business, local decriminalization, federal drug law, and institutional sincerity collide in one operating model.

The latest addition is E237｜央视和FIFA谈判纷争背后，体育赛事转播权的博弈与生意, a 硅谷101 episode on 中央广播电视总台 / China Central Television and FIFA’s World Cup rights negotiation. It adds 朱晓东 / Zhu Xiaodong, 张斌 / Zhang Bin, 力赞体育 / Lizan Sports, 懒熊体育 / LazyBear Sports, 乐视体育 / LeSports, PP体育 / PP Sports, DAZN, UFC, 中国足球超级联赛 / Chinese Super League, 中国男子篮球职业联赛 / Chinese Basketball Association, Sports Rights Business Model, Sports Rights Sublicensing, Sports Rights Bubble, and Sports Broadcast Public Access, while extending FIFA World Cup, Sports Media Rights, Sports Rights Growth Engine, Global Sports Sponsorship, LTV-Based Growth Budgeting, 联想 / Lenovo, 海信 / Hisense, 蒙牛 / Mengniu, 咪咕 / Migu, National Football League, National Basketball Association, and Premier League. Its core synthesis is that elite sports rights sit between public access, platform growth, and hard buyer economics: top events can still command strategic money, but only markets with credible advertising, sublicensing, paid-user, sponsor, or ecosystem recovery can turn that scarcity into a durable business rather than a rights bubble.

The latest addition is E239｜SpaceX要让太空算力从科幻走向现实，但它划算吗？, a 硅谷101 episode on SpaceX, Starship, Starlink, and the economics of moving AI compute into orbit. It adds 刘彬晏 / Liu Binyan, Starbase, Star Cloud, Mars, Orbital Data Center Economics, Orbital Data Center Thermal Management, Orbital Compute Governance, and Moon-Mars Strategy Split, while extending Louis Hong / 洪力德, Space Based AI Infrastructure, Space Economy Infrastructure, Reusable Rocket Economics, Data Center Power Bottleneck, Data Center Thermal Management, AI Compute Continuity, Moon, NASA, Lunar Resource Governance, and Space Resource Extraction. Its core synthesis is that orbital data centers are not physically absurd, but their real test is total economics: launch cadence, satellite manufacturing, GPU cost, radiative cooling, radiation tolerance, communications, orbital traffic, and data sovereignty all have to beat or complement constrained terrestrial data centers before the SpaceX platform story becomes a durable compute business.

The latest addition is 番外 14：跟李诞聊聊播客、创作、AI 与中年, a 半拿铁 special episode with 李诞, 肖磊, and 刘飞 on podcasts, creator work, AI, and middle-age memory. It adds 李诞, 肖磊, 刘飞, 小宇宙, 三五环, Podcast Intimacy, Podcast Production Workflow, Podcast Authenticity Boundary, Brand Podcasting, and Generational Technology Bridge, while extending 半拿铁, Podcast As Asynchronous Media, AI As Tutor, AI Voice Cloning Rights, AI Content Provenance, Human Connection Under AI, and Midlife As Gift. Its core synthesis is that podcast value is not only on-demand audio: long-form voice can create intimacy, show production can be heavily scripted while still honest, brands and public figures can use podcasts to become more three-dimensional, and AI-era creation makes disclosure, human judgment, and imperfect human presence more important rather than less.

The latest addition is No.199 自行车 200年, a 半拿铁 episode on two centuries of bicycle history as product, infrastructure, bubble, scarcity, platform, and supply-chain history. It adds Karl Drais / 卡尔·德莱斯, Denis Johnson (Bicycle), Pierre Michaux / 皮埃尔·米肖, Pierre Lallement / 皮埃尔·拉勒芒, Albert Pope / 阿尔伯特·波普, Pope Manufacturing Company, John Kemp Starley / 约翰·坎普·斯塔利, Rover Bicycle / 罗福自行车, John Boyd Dunlop / 约翰·博伊德·邓禄普, Dunlop Pneumatic Tyre Company, Peugeot / 标志, Wright Brothers / 莱特兄弟, Phoenix Bicycle / 凤凰自行车, Forever Bicycle / 永久自行车, Flying Pigeon / 飞鸽自行车, Giant Bicycles / 捷安特, Liu Jinbiao / 刘金彪, Shimano / 喜马诺, OFO / 小黄车, Mobike / 摩拜, Bafang Electric / 八方股份, Bicycle Product Evolution, Good Roads Movement, Bicycle Capital Bubble, Bicycle Industrial Spillovers, China Bicycle Shortage Economy, Shared-Bike Manufacturing Shock, Bicycle Component Stack Power, and E-Bike Value-Chain Shift, while extending 半拿铁, Productive Bubble Spillovers, Precision Manufacturing As Strategy, Supply Chain Sovereignty, Chinese Hardware Globalization, Receivables Risk, Inventory Write-Down Risk, and Asset-Light Vs Heavy-Asset Models. Its core synthesis is that bicycles look simple only after the system stabilizes: roads, patents, tires, chains, components, tickets, retail service, venture orders, and E-bike electronics all decide who can ride, who profits, and who controls the cycle.

The latest addition is No.201 中国高铁简史, a 半拿铁 episode on Chinese High-Speed Rail as a full industrial, institutional, and safety history. It adds Ministry of Railways (China) / 中国铁道部, China Railway Corporation / 中国铁路总公司, Liu Zhijun / 刘志军, Zhang Shuguang / 张曙光, Ding Shumiao / 丁书苗, Xu Houguang / 徐厚广, Kawasaki Heavy Industries / 川崎重工, Alstom / 阿尔斯通, Siemens / 西门子, Bombardier / 庞巴迪, CRRC / 中国中车, Hexiehao / 和谐号, Fuxinghao / 复兴号, CR450, Shanghai Maglev / 上海磁悬浮, Beijing-Shanghai High-Speed Railway / 京沪高铁, Beijing-Tianjin Intercity Railway / 京津城际铁路, Wenzhou Train Collision / 723温州动车事故, Chinese High-Speed Rail, Wheel-Rail vs Maglev, Procurement-Led Technology Transfer, High-Speed Rail System Integration, Strongman Infrastructure Governance, Infrastructure Labor Burden, High-Speed Rail Safety Trust, and Chinese Standard EMU, while extending 半拿铁, China, Engineering State, Infrastructure Malinvestment, Strategic Industrial Policy, Government Enterprise Procurement, Supply Chain Sovereignty, and Precision Manufacturing As Strategy. Its core synthesis is that Chinese high-speed rail was neither simple import nor pure miracle: route demand, buyer power, foreign platforms, domestic engineering literacy, standards, macro financing, and strong execution created the system, while corruption, worker pressure, accident response, and trust loss were part of the same history.

The latest addition is No.202 盛大的盛大，传奇的传奇 | 中国互联网故事20, a 半拿铁 China-internet-history episode on 盛大, 陈天桥, and 《传奇》. It adds Shanda / 盛大, 《传奇》 / Legend of Mir, Actozsoft, WeMade, Chen Danian / 陈大年, Luo Qianqian / 雒芊芊, Tang Jun / 唐骏, Shanda Literature / 盛大文学, Qidian / 起点中文网, Yuewen Group / 阅文集团, Shanda Box / 盛大盒子, Haofang / 浩方, Bianfeng / 边锋, Ku6 / 酷六, Shanda Games / 盛大游戏, Shanda Innovation Institute / 盛大创新院, Wi-Fi Master Key / Wi-Fi 万能钥匙, Kaiying Network / 凯英网络, Century Huatong / 世纪华通, Sina / 新浪, Chinese Online Game Commercialization, Internet-Cafe Point-Card Distribution, Online Game Social Organization, Game IP Long Tail, Online Game Private-Server Ecosystem, Free-to-Play Game Monetization, Family Internet Portal Strategy, Founder Vision-Timing Mismatch, Founder Health Stop Sign, and Online Game IP Rights Disputes, while extending 半拿铁, Tencent, NetEase, Generational Technology Bridge, Founder Narrative Reliability, Apodex, and Discovery Model. Its core synthesis is that Shanda’s rise was not just a lucky game agency: it built a whole Chinese online-game operating stack, then exposed the distance between visionary platform strategy and the infrastructure, regulation, product, channel, and organization needed to make that strategy compound.

The latest addition is No.205 ⛵️ 潮汕往事：侨批、经济特区和没有等来的深圳奇迹, a 半拿铁 regional business-history episode on Chaoshan / 潮汕, Shantou / 汕头, and Qiaopi Remittance Networks. It adds Chaoshan / 潮汕, Shantou / 汕头, Chaozhou / 潮州, Jieyang / 揭阳, Zhanglin Port / 张林港, Shantou Special Economic Zone / 汕头经济特区, Zhuhai / 珠海, Xiamen / 厦门, Taksin / 郑信, Chen Cihong / 陈慈黉, Li Ka-shing / 李嘉诚, Shantou University / 汕头大学, CP Group / 正大集团, Xie Guomin / 谢国民, Chaoshan Maritime Commercial Culture, Red Head Ships / 红头船, China Special Economic Zone Asymmetry, Diaspora Capital Return Limits, Regional Administrative Fragmentation, Export Tax Fraud Credit Crisis, Merchant To Industrial City Upgrade, and Chenghai Toy Cluster, while extending 半拿铁, Shenzhen / 深圳, Hong Kong / 香港, Thailand, Singapore, Bank of China, Pony Ma, Qiaopi Remittance Networks, Overseas Chinese Mutual Aid Networks, and Diaspora Capital Manufacturing Clusters. Its core synthesis is that Chaoshan’s maritime trade, qiaopi finance, overseas Chinese capital, and merchant talent made a powerful commercial region, but Shantou / 汕头 still lacked the policy scale, Hong Kong adjacency, administrative coordination, industrial depth, and post-crisis public credit needed for a Shenzhen / 深圳-style industrial-city upgrade.

The latest addition is 番外 15：半拿铁讲《金瓶梅》啦，而且还是绿色的, a 半拿铁 special opening a 绿色版 long retelling of 《金瓶梅》. It adds 《水浒传》, 兰陵笑笑生, 西门庆, 潘金莲, 武松, 武大郎, 王婆, 吴月娘, 李瓶儿, 庞春梅, 张竹坡, 李渔, 郑振铎, Clean Edition Classic Reading, Urban Everyday Fiction, and Household As Social Web, while extending 半拿铁, 《金瓶梅》, 《红楼梦》, 鲁迅, Classic Reading Complexity, Genre Literary Legitimacy / 类型文学正名, Fiction As Historical Evidence, and Everyday Food Culture History. Its core synthesis is that 《金瓶梅》 can be entered without reducing it to erotic reputation: even in cleaned retelling, the novel’s household network, market-town spaces, Water Margin intertext, daily-life detail, and reception history make it a major social and literary structure.

The latest addition is Costco, an Acquired episode on Costco as a Warehouse Club Model built from Sol Price, FedMart, Price Club, Jim Sinegal, and Jeffrey Brotman. It adds Sol Price, Robert Price, Jim Sinegal, Jeffrey Brotman, Fedco, FedMart, Price Club, Hugo Mann, PriceCostco, Kirkland Signature, Sam Walton, Sam’s Club, Home Depot, Bernie Marcus, Costco Logistics, Costco Next, Hamilton Helmer, Nick Sleep, Warehouse Club Model, Membership Retail, Limited SKU Operating Model, Retail Inventory Velocity, Negative Cash Conversion Cycle, Low Markup Trust, Cross-Docking Retail, Treasure Hunt Retail, Employee Retention Economics, Stakeholder-First Compounding, Vertical Integration For Member Value, and Retail Counter-Positioning, while extending Acquired, Costco, Walmart, Amazon, Target, Scale Economies Shared, Trust As Business Asset, Sales Velocity, and Consumer Brand Moat. Its core synthesis is that Costco’s power is not one trick: membership fees, low markups, limited choice, fast inventory, supplier leverage, employee retention, and cultural restraint compound because scale economies are shared with members rather than harvested as short-term margin.

The latest addition is Rolex, an Acquired episode on Rolex as a foundation-owned, secretive, high-volume luxury watch company. It adds Rolex, Hans Wilsdorf, Aegler, Hans Wilsdorf Foundation, Tudor, Bucherer, Omega, Seiko, Cartier, Patek Philippe, Audemars Piguet, Vacheron Constantin, Mercedes Gleitze, Paul Newman, Andre Heiniger, Patrick Heiniger, Panerai, Pan Am, Blancpain, Jean-Claude Biver, Porsche, Rolex Oyster, Rolex Oyster Perpetual, Rolex Datejust, Rolex Submariner, Rolex GMT-Master, Rolex Daytona, Mechanical Watch Repositioning, Professional Tool Branding, Luxury Scarcity Discipline, High-Volume Luxury Operator, Foundation-Owned Brand Stewardship, Luxury Retail Channel Control, and Vertical Integration For Quality Control, while extending Acquired, Apple Watch, Ferrari, Consumer Brand Moat, Trust As Business Asset, Precision Manufacturing As Strategy, and Product Led Willingness To Pay. Its core synthesis is that Rolex did not make mechanical watches beat quartz or smartwatches at telling time; it helped mechanical watches become a different category, where technical proof, product continuity, controlled scarcity, retail access, and ownership patience turn an obsolete utility into a durable identity object.

The latest addition is The NFL, an Acquired episode on the NFL as a league-first sports-media system. It adds Pete Rozelle, Bert Bell, Lamar Hunt, Al Davis, American Football League, George Halas, Jim Thorpe, Paul Brown, Roone Arledge, Joe Namath, NFL Films, Ed Sabol, Monday Night Football, Super Bowl, ESPN, YouTube TV, NBC, Taylor Swift, Travis Kelce, Colin Kaepernick, League First Operating Model, Sports Broadcasting Act, Live Sports Streaming Transition, Sports Betting Engagement, Football Player Safety Trust Risk, and Private Equity In Sports Ownership, while extending Acquired, National Football League, Sports Media Rights, Sports Competitive Balance, Sports Labor Revenue Sharing, Broadcast Centralization, Sports Entertainment Flywheel, League Stakeholder Alignment, Fat League Economics, ABC, CBS, Amazon, Netflix, and YouTube. Its core synthesis is that the NFL’s moat is institutional design: pooled media rights, parity rules, political protection, cinematic storytelling, scarce live inventory, and owner cooperation made the whole league more valuable than isolated franchise optimization, even as player safety, local revenue gaps, cultural controversy, college disruption, betting, streaming, and private equity now test that bargain.

The latest addition is Ferrari, an Acquired episode on Ferrari as a luxury-motorsport business built from Enzo Ferrari, Scuderia Ferrari, Formula One, Tifosi, Luca di Montezemolo, Sergio Marchionne, and Benedetto Vigna. It adds Enzo Ferrari, Scuderia Ferrari, Alfa Romeo, Luigi Chinetti, Francesco Baracca, Pininfarina, Fiat, Piero Ferrari, Dino Ferrari, Luca di Montezemolo, Sergio Marchionne, Fiat Chrysler Automobiles, Henry Ford II, Ford Motor Company, Exor, John Elkann, Benedetto Vigna, Niki Lauda, Jean Todt, Ross Brawn, Michael Schumacher, Maserati, LoveFrom, Marc Newson, Maranello, Ferrari 166 Barchetta, Ferrari 250, Ferrari F40, Ferrari Icona, Ferrari Purosangue, Ferrari Classiche, Ferrari Luce, Tifosi, Luxury Brand As Sports Team, Racing Heritage Brand Moat, Make-To-Order Luxury Manufacturing, Automotive Collector Economics, Halo Product Strategy, Luxury Community Pyramid, Public Market Luxury Growth Tension, and Functional Alibi, while extending Acquired, Formula One, Porsche, Jony Ive, Luxury Scarcity Discipline, Luxury Retail Channel Control, Vertical Integration For Quality Control, Precision Manufacturing As Strategy, Engineering Competition, Sports Entertainment Flywheel, Consumer Brand Moat, Product Led Willingness To Pay, and High-Volume Luxury Operator. Its core synthesis is that Ferrari turns a tiny production base into public-company scale by making racing proof, founder myth, allocation, customization, collector services, and broad fan participation reinforce one another: ownership stays rare, but the dream stays globally shared.

The latest addition is 04.切尔诺贝利的午夜： “我要进监狱了。”, a 蜜獾吃书 episode on 《切尔诺贝利的午夜》, Chernobyl Nuclear Power Plant, Pripyat, Viktor Bryukhanov / 布留哈诺夫, Anatoly Dyatlov / 加特洛夫, and Valery Legasov / 列加索夫. It adds 《切尔诺贝利的午夜》 / Midnight in Chernobyl, 《切尔诺贝利的悲鸣》 / Voices from Chernobyl, Chernobyl Nuclear Power Plant, Pripyat, Viktor Bryukhanov / 布留哈诺夫, Anatoly Dyatlov / 加特洛夫, Valery Legasov / 列加索夫, Three Mile Island Accident, Technological Disaster As Institutional Failure, Human-Dependent Safety System, Nuclear Safety Propaganda, Disaster Cleanup Sacrifice And Futility, and Post-Disaster Truth And Responsibility, while extending Soviet Union, Engineering State, Disaster Response State Capacity, Administrative Opacity As Control, Bureaucratic Risk Avoidance, Political Truth-Telling / 政治性说真话, Pet-Inclusive Disaster Response, and 蜜獾吃书. Its core synthesis is that Chernobyl is best read as an engineered and institutional disaster at once: hidden design risk, material shortage, operator burden, official safety certainty, improvised cleanup, and blame allocation made individual responsibility real but insufficient.

The previous addition is Paul Graham on Y Combinator’s Growth, Myths, and the AI Era, a The Social Radars episode with Paul Graham on Y Combinator’s growth, stress points, and AI-era startup advice. It adds Jeff Ralston, YC Growth Flywheel, Startup Pitch Compression, Founder Support Triage, and Need-Driven Startup Ideas, while extending Hacker News, Startup Community Forum Burden, Startup Essay Distribution, Startup Legitimacy Transfer, Founder Friendly Investor Support, Sam Altman, OpenAI, Garry Tan, Airbnb, and Founder Product Fit. Its core synthesis is that YC’s power came from compounding founder trust rather than a single brand tactic: useful help produced alumni word of mouth, visible legitimacy helped young founders take risk, community surfaces created both distribution and burden, and even in the AI era Graham thinks human needs remain a central source of startup insight.

The latest addition is Justin Kan on the First YC Batch, Justin.tv, Twitch, and Intrinsic Motivation, a The Social Radars interview with Justin Kan on Y Combinator’s first batch, Kiko, Justin.tv, Twitch, Exec, Atrium, and founder motivation. It adds Exec and Atrium, while extending Justin Kan, Kiko, Justin.tv, Twitch, Emmett Shear, Y Combinator, Paul Graham, The Social Radars, Startup Accelerator Batch Selection, Startup Community Infrastructure, Founder Product Fit, Service Productization, Service Marketplace Quality Control, and Founder Motivation Evolution. Its core synthesis is that Justin’s career reads less like a clean success ladder than an iterative search for product pull and personal motive: YC peer pressure, Kiko’s eBay sale, lifecasting chaos, Twitch’s gaming focus, difficult service startups, and post-exit self-reflection all show how external validation can create motion without guaranteeing durable meaning.

The latest addition is Farming in the digital age, a Marketplace Tech episode on Andrew Nelson and Digital Agriculture in farm operations. It adds Andrew Nelson, Crop Wizard, University of Illinois Urbana-Champaign, Digital Agriculture, Precision Agriculture, Drone Crop Mapping, and AI Farm Decision Support, while extending Marketplace Tech, Megan McCarty-Corino, ChatGPT, Voice Interaction, AI Assistant Augmentation, Human Judgment Under AI, Advanced Agriculture Innovation, Commodity Price Exposure, Offline AI Implementation, Frontline AI Enablement, and Mundane AI Use Cases. Its core synthesis is that farm AI is valuable when it fits the operating scene: GPS equipment, drone imagery, research retrieval, and voice scenario testing can make existing machinery smarter, but agronomic judgment and business responsibility still stay with the farmer.