01 · Narrativeunderstand
AI 数据中心为什么正在撞上物理极限？
AI 的下一场战争不是模型，而是电、水、芯片和土地。
从新加坡算力、资本开支和推理成本解释谁会赢。
Proof: 公司财报、能源数据、数据中心项目和单位推理成本。
Internal editorial brief18 Jul 2026
Chinese flagship · global AI-age perspective
AI Age Media
看懂 AI 时代，做出真正的产品，获得职业与商业杠杆。
North star
1M subscribers
Episode design
1M-view ceiling
Cold start
12 episodes / 90d
Human cost
≤ 3h / episode
Make next
Three ideas with a million-view ceiling, not a million-view promise.
02 · Narrativeunderstand
当互联网 20% 都是 AI 垃圾，什么内容会变得更值钱？
生成成本归零后，真实经历和可信证据会成为新的稀缺品。
用自己的内容系统验证 proof-of-work 是否提高信任和转化。
Proof: 平台披露、内容样本、观众反馈和发布实验。
03 · Narrativeunderstand
AI Agents 真的是下一代 SaaS，还是新一代外包？
软件卖席位，Agent 卖结果，但结果出了错谁负责？
用真实 agent 产品拆 ownership、毛利和人工兜底。
Proof: 产品定价、运行日志、失败案例和单位经济模型。
Signal watch
Latest uploads from benchmark channels plus Hacker News. A signal is input, never a publish decision.
ColdFusion
Big Tech is Being Kind of Dodgy At the Moment
Do not recap “Big Tech is Being Kind of Dodgy At the Moment”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Veritasium
Why Waves Travel Faster At The Top
Do not recap “Why Waves Travel Faster At The Top”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Cleo Abram
How Deep Are the DEEPEST Diamonds?
Do not recap “How Deep Are the DEEPEST Diamonds?”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Fireship
OpenAI is being sued for stealing, again…
Do not recap “OpenAI is being sued for stealing, again…”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Tina Huang
AI Video Has Reached Another Level
Do not recap “AI Video Has Reached Another Level”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Greg Isenberg
You just hired a 1M+ bad employees (AI vs humans) - LIVESTREAM #2
Do not recap “You just hired a 1M+ bad employees (AI vs humans) - LIVESTREAM #2”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Hacker News
Kaiser nurses say AI, workplace surveillance are making their jobs, care worse
Do not recap “Kaiser nurses say AI, workplace surveillance are making their jobs, care worse”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Hacker News
Texas wins court order to suspend domain name for violating age-verification law
Do not recap “Texas wins court order to suspend domain name for violating age-verification law”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Hacker News
AWS: Inaccurate Estimated Billing Data – $1.7 billion
Do not recap “AWS: Inaccurate Estimated Billing Data – $1.7 billion”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Hacker News
The Zilog Z80 has turned 50
Do not recap “The Zilog Z80 has turned 50”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Hacker News
Thanks HN for 15 years of support and helping me find my life's work
Do not recap “Thanks HN for 15 years of support and helping me find my life's work”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.
Hacker News
The Isomorphic Labs Drug Design Engine unlocks a new frontier beyond AlphaFold
Do not recap “The Isomorphic Labs Drug Design Engine unlocks a new frontier beyond AlphaFold”. Explain the mechanism, who gains or loses leverage, and one decision the audience can make.