# dvdmaru dvdmaru 寫東西。AI 與科技、財經、體育，跟其他雜事。同一個人寫，不同主題下會認得這個聲音。 dvdmaru writes. AI and tech, finance, sports, and other things. Same voice across topics. Page: Feed: --- ## [Alphabet's Strongest Quarter on Paper Was Also Its First Cash-Flow-Negative One](https://dvdmaru.substack.com/p/alphabets-strongest-quarter-on-paper) _2026-07-26 · dvdmaru_ Alphabet's Q2 supports three headlines pointing in entirely different directions, all sourced to the same release. The difference isn't arithmetic — it's which moment each number describes. ## [Trump 手機拖了近一年終於出貨：賣的不是科技，是政治認同的訂閱制](https://dvdmaru.substack.com/p/trump) _2026-07-20 · dvdmaru_ 川普家族站台的 Trump Mobile 拖了近一年，499 美元的金色 T1 Phone 終於出貨：實測慘烈、iFixit 拆解發現是台灣 HTC U24 Pro 貼牌，個資外洩還讓外界第一次窺見訂單規模。但把它當手機評測就看錯了。本文拆解 T1 Mobile 的品牌授權結構、47.45 美元月租的細則與 MVNO 底層，論證這門生意的本體是政治認同的訂閱制：手機只是旗幟，月租才是產品。 ## [The Trump Phone Finally Shipped. The Phone Was Never the Point.](https://dvdmaru.substack.com/p/the-trump-phone-finally-shipped-the) _2026-07-19 · dvdmaru_ A year after its Trump Tower debut, the $499 gold T1 Phone finally shipped: a rebadged HTC panned by reviewers, sold by a licensee, running on T-Mobile's network. Judged as a phone, it makes no sense. ## [Ben Bernanke's New Anthropic Role Isn't a Job — It's a Signal](https://dvdmaru.substack.com/p/ben-bernankes-new-anthropic-role) _2026-07-19 · dvdmaru_ On July 9, 2026, the former Fed chair and Nobel laureate joined Anthropic's Long-Term Benefit Trust: no equity, no profit share, but a seat on the body designed to appoint the company's board. Here's ## [世界盃的第三本帳：從全球贊助商名冊，看 FIFA 如何把足球變成一套商業作業系統](https://dvdmaru.substack.com/p/fifa) _2026-06-30 · dvdmaru_ 2026 世界盃不只是 48 隊、104 場比賽的擴軍故事。更深的變化在贊助商結構：FIFA 把轉播、門票、款待、支付、住宿、電信、AI、資料、物流與城市運營，包成一套可販售的全球商業作業系統。但同一套系統，也把化石能源、人權、移民執法與平台風險一併帶進品牌帳本。 ## [前三秒驚艷,第五秒穿幫:AI 視頻為什麼還沒有它的「ChatGPT 時刻」](https://dvdmaru.substack.com/p/ai-chatgpt) _2026-06-20 · dvdmaru_ 你已經敢用 AI 生一張圖放進簡報,但你敢用 AI 生一段影片直接交件嗎?多數人會猶豫。同樣是生成式,但對多數日常商業場景來說,圖像已經跨過了「好用」那道懸崖;視頻則還常卡在「看起來驚艷,但不敢直接交件」的位置。而卡住它的不是算力不夠、再等等就好,是三道結構性的牆。 ## [沒有 AI 一樣做得完,那用戶為什麼非要 AI?:從釘釘 One 的兩封長信,看 AI Native 真正的難題](https://dvdmaru.substack.com/p/ai-ai-one-ai-native) _2026-06-13 · dvdmaru_ 當 Vibe Coding 把技術門檻一路拉平,做一個 AI 產品的勝負手,就不再是技術,而是想清楚『為誰、解決什麼、給一個非 AI 不可的理由』。2026 年 6 月,釘釘投入的 AI 產品 One 引出兩封長文,意外把這個難處攤在陽光下:它其實踩中了上班族最焦慮的痛點、也摸到了一部分『非 AI 不可』的理由,卻仍卡在一個更難的問題——它到底為老闆,還是為員工?而這兩個答案,骨子裡是矛盾的。這篇不聊加班、不聊宮鬥,只借這個公開案例,聊一個 AI Native 產品真正難的地方。 ## [死亡之組已經死了？2026 世界盃 Group I 與 Haaland 的第一次](https://dvdmaru.substack.com/p/2026-group-i-haaland) _2026-06-03 · dvdmaru_ 法國、挪威、塞內加爾湊一組，是當代最硬的小組賽。也是 48 隊賽制下，「死亡之組」這個概念被稀釋的具體案例。 ## [世界盃還沒開打，一條新規則已經先改寫了一場比賽](https://dvdmaru.substack.com/p/b8b) _2026-06-02 · dvdmaru_ 2026 世界盃番外 — 當所有人都在寫日本 6 連勝，這場比賽其實被一條 10 秒新規則深刻改寫了 ## [Transcript-Driven Stock Discovery (Sponsored)](https://crawlproof.com/a/cVgmTHpVVX6v) _2026-06-02 · **Sponsored**_ Ranked, evidence-backed watchlists from indexed executive transcripts for 1–2 quarter horizons ## [I built the English Zi Wei Dou Shu site I couldn’t find](https://dvdmaru.substack.com/p/i-built-the-english-zi-wei-dou-shu) _2026-05-27 · dvdmaru_ A live chart calculator, a thirty-two-entry English glossary, and a bridge table to Western astrology and the four-letter test — at 12rooms.app