让AI整理了一下分类,供参考
🟥 第一类:核心战略与投资洞察 (Top-tier Strategy & VC)
这是你名单中最具分量的部分,主要由顶级风投合伙人和资深分析师撰写。
顶级风投/个人视角: a16z (及其 Growth 版), Andrew Chen, Marc Andreessen, Elad Blog, Sarah Tavel, Chamath Palihapitiya, Fidji Simo (Instacart CEO), Tomasz Tunguz.
VC 行业分析与数据: Data Driven VC, The VC Corner, The State of Venture, Venture Daily Digest, The Founders Corner®, Contrary Research.
深度商业拆解: The Generalist (必读), Newcomer (硅谷内幕), Digital Native, The Strategy Deck.
🟧 第二类:AI、半导体与前沿技术 (AI & Hard Tech)
你拥有目前市面上最全的 AI 订阅源,建议按“技术底层”和“应用/商业”分流。
AI 技术底层与研究: Interconnects AI, Import AI, The Memo by LifeArchitect.ai, Ahead of AI, Last Week in AI, Exploring Language Models, Epoch AI.
AI 商业与垂直应用: Creators' AI, AI x Growth, The AI Corner, Visually AI, AI Tidbits, The AI World Builder, The Prompt (OpenAI).
半导体与硬件(你的强项): SemiAnalysis (核心), Fabricated Knowledge, Semiconductor Business Intelligence, Chipstrat, Semiconductor Things™, Data Center Richness.
Deep Tech: The Scenarionist, 4IR - Daily AI News, Interesting Engineering++.
🟨 第三类:财务、宏观与市场研究 (Macro, Finance & SaaS)
这部分决定了你的资产配置逻辑和对公开市场的感知。
宏观经济: Noahpinion, Chartbook, Apricitas Economics, Kyla’s Newsletter, Ramp Economics Lab.
SaaS 与软件财务: Clouded Judgement (核心), OnlyCFO, Mostly metrics, SaaSletter.
市场分析与图表: Genuine Impact, How They Make Money, KILLER CHARTS, The Economist: Off the Charts, Daily Chartbook.
股票与量化研究: Maverick Equity Research, Citrini Research, BuyTrigger, EquityEdge Research.
🟩 第四类:区域市场、垂直行业与产品管理 (Verticals & PM)
中国与亚洲科技: Baiguan (白观), Interconnected, Breaking Beijing, Asia Tech Review, DeepTech Asia, China Business Spotlight, Panda Perspectives.
产品与增长: Lenny's Newsletter (核心), The Pragmatic Engineer, How They Grow, Growth Memo, Take Rate (平台经济).
游戏与媒体: GameDiscoverCo, GameMakers, Animenomics, Video Games Industry Memo, Media & the Machine.
加密货币与 Web3: Jordi Visser, Alt Goes Mainstream.
🟦 第五类:思考框架与个人提升 (Mental Models & Misc)
这些源不提供具体资讯,但提供思维方式。
深度对话: Dwarkesh Podcast, Lex Fridman.
思维框架: 2nd Order Thinkers, Reading Ambitiously, One Useful Thing, Uncharted Territories.