2026-08-11
The latest addition is E248｜一个“催发货”AI要跑通260步，和阿里瓴羊彭新宇聊聊中国式FDE, a 硅谷101 episode with 彭新宇 of 瓴羊 on 中国式 FDE and enterprise growth agents. It adds 彭新宇 / Peng Xinyu, 瓴羊 / Lingyang, Chinese-Style FDE / 中国式 FDE, and Enterprise Growth Agent / 企业级增长 Agent, while extending Alibaba, Forward Deployed Engineer, Business-Led AI Transformation, Enterprise Data Activation, Enterprise Operational Memory, China Enterprise AI System Debt, Contact Center AI, Outcome-Based AI Pricing, and Digital Employees. Its core synthesis is that enterprise AI in China is a business-result and operating-foundation problem: a “催发货” agent may need hundreds of process steps, permissions, data cleanup, best-employee coaching, gray rollout, and top-down budget ownership before model capability becomes useful work.
The latest addition is Disney: The Renaissance and the Empire, an Acquired episode on Disney from the 1984 crisis through the Michael Eisner, Frank Wells, Jeffrey Katzenberg, and Bob Iger eras. It adds Roy E. Disney, Michael Eisner, Frank Wells, Jeffrey Katzenberg, Bob Iger, Bob Chapek, Pixar, John Lasseter, Ed Catmull, Disney+, Hulu, Marvel Entertainment / Marvel Studios, Lucasfilm, Capital Cities/ABC, BAMTech, Disney Renaissance, Disney Vault Home Video Economics, Creative Core Renewal, ESPN Affiliate Fee Model, Streaming Content Treadmill, and Theme Park Resort Economics, while extending Acquired, The Walt Disney Company, The Walt Disney Company: Walt’s Era, Entertainment IP Flywheel, ESPN, ABC, Steve Jobs, George Lucas, Theme Park As Media Platform, Live Sports Streaming Transition, Streaming Consolidation, and Streaming Platform Bundling. Its core synthesis is that Disney’s flywheel is powerful but not automatic: animation and parks could revive the company after 1984, Pixar could repair the creative core again, ESPN’s cable fees could finance acquisitions, but streaming and cord-cutting now force Disney to trade older scarcity economics for a more demanding direct-to-consumer model.
The latest addition is AI subscriptions are rapidly taking over baby nurseries, a Marketplace Tech episode with Sapna Maheshwari of the New York Times on AI Baby Monitors, AI Parenting Advice, and the subscription layer around Nanit and Hatch. It adds Sapna Maheshwari, Nanit, Hatch (baby tech), Whoop, AI Baby Monitors, AI Parenting Advice, Quantified Parenting, Child Bedroom Data Privacy, Parental Judgment Outsourcing, and Parenting Data Hypervigilance, while extending Marketplace Tech, New York Times, ChatGPT, Claude, Apple Watch, Oura Ring, Wearable AI Assistant, Consumer AI Hardware Product Fit / 消费级AI硬件产品适配, AI Hardware Privacy Exchange / AI硬件隐私交换, Personal Health Data, Sleep As Daily Health Account, Sleep Anxiety Loop, Helicopter Parenting, Cognitive Surrender, AI Advice Moral Outsourcing, and Comprehensive Consumer Data Privacy. Its core synthesis is that nursery AI turns a safety monitor into an advice, subscription, and child-data system: position alerts and sleep guidance can reassure parents, but sleep scores, chatbots, long-lived bedroom data, and Apple-Watch-style tracking can also outsource parental judgment and intensify vigilance.
The latest addition is 177.日本医保基金为何要支持免费的国民体检？, a 起朱楼宴宾客 episode by 大卫翁 on why Japan’s insurers support free or near-free preventive health checks. It adds Hinohara Shigeaki / 日野原重明, National Health Commission of China / 国家卫健委, Ningen Dock / 人间 Dock, Japanese Specific Health Checkups / 日本特定健诊, Health Insurer Prevention Accountability / 保险者预防责任, Preventive Care Cost-Savings Uncertainty / 预防医疗控费不确定性, and China Weight-Management Policy / 中国体重管理政策, while extending Yokohama / 横滨, Japanese Healthcare System / 日本医疗体系, Japanese Universal Health Coverage / 日本全民医保, Lifestyle-Disease Prevention / 生活习惯病预防, Preventive Health Screening, Ministry of Health, Labour and Welfare / 厚生劳动省, Health Insurance Planning, and China. Its core synthesis is that free checkups are not just a welfare perk: Japan tries to turn insurers into prevention operators through screening, data, guidance, and employer/accountability loops, but the evidence supports modest biometric improvement more clearly than total medical-cost reduction; China’s policy turn toward obesity and chronic-disease management should therefore be read as a closed-loop design problem, not a guaranteed savings formula.
The latest addition is Spring, then fall: a weakened Muslim Brotherhood, a The Intelligence episode on the Muslim Brotherhood’s post-Arab Spring weakness, crime-data comparisons between Europe and America, and Padel / 板式网球’s global rise. It adds Muslim Brotherhood, Sayyid Qutb / Sayed Qutb, Mohamed Morsi, Abdel Fattah al-Sisi, Matt Ashby, University College London, Hamish Clayton, Premier Padel, International Padel Federation, Lawn Tennis Association, Post-Arab Spring Islamist Decline, Islamist Democratic Trust Problem, Crime Statistics Comparability, Long-Run Urban Safety Trend, Padel Participation Boom, and Padel Court Economics, while extending The Intelligence, Economist Podcasts, Rosie Bloor, Gareth Brown, Egypt, Turkey, New York City, Urban Niche Sports / 城市小众运动, Pre-Commercial Sports Community / 商业化前小众运动社群, and Sports Lifestyle Consumption. Its core synthesis is that institutional narratives need pressure-testing: Islamist electoral success can collapse when trust and repression interact, crime panic can misread incompatible statistics, and a friendly accessible sport can still become constrained by professionalization and court economics.