Lucy’s Substack
Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
Latest
Top
Discussions
Dissecting the “Bone-Stripping” Acquisition: What the Windsurf Saga Reveals About Google’s Talent Hunt and Silicon Valley’s New Playbook
How Google’s unconventional “bone-stripping” acquisition of Windsurf exposed the new rules of talent wars, regulatory maneuvers, and exit strategies in…
Jul 20
•
Red Silicon
Share this post
Lucy’s Substack
Dissecting the “Bone-Stripping” Acquisition: What the Windsurf Saga Reveals About Google’s Talent Hunt and Silicon Valley’s New Playbook
Copy link
Facebook
Email
Notes
More
拆骨式併購:從 Windsurf 事件看 Google 人才爭奪與矽谷創投新玩法
上週與本週,我的「矽谷創業朋友圈」討論最熱烈的是 Windsurf 先後被 Google 與 Devin「併購」事件——先是核心團隊被 Google 高價「挖走」,接著剩餘資產又被 Devin 的母公司 Cognition 接盤。…
Jul 20
•
Red Silicon
1
Share this post
Lucy’s Substack
拆骨式併購:從 Windsurf 事件看 Google 人才爭奪與矽谷創投新玩法
Copy link
Facebook
Email
Notes
More
微軟中國大撤退!美國數據戰爭如何重創中國科技圈
這個月,我一位在微軟中國任職的好友突然接到了職業生涯的「調整通知」。她的績效考評連年優秀,薪資更是屢創新高,這樣的結果讓人始料未及。在與她深談時,她無意間提到了一個關鍵資訊:「這次被調整的人員,主要是那些擁有『訪問美國權限』的同事。」…
Jul 16
•
Red Silicon
2
Share this post
Lucy’s Substack
微軟中國大撤退!美國數據戰爭如何重創中國科技圈
Copy link
Facebook
Email
Notes
More
Microsoft's China Exodus: How America's Data War is Reshaping Global Tech
The author is a technology industry observer and investor focused on the intersection of AI, data governance, and geopolitical tech competition.
Jul 16
•
Red Silicon
5
Share this post
Lucy’s Substack
Microsoft's China Exodus: How America's Data War is Reshaping Global Tech
Copy link
Facebook
Email
Notes
More
1
May 2025
AI War? China "Involution", US Tech War & TW | 思想實驗室 Video Podcast: Richard & Lucy
Grateful for the Opportunity to Share China’s AI Journey. Thanks to have been invited Thinklab made by PanSci, the largest Chinese language science…
May 29
•
Red Silicon
2
Share this post
Lucy’s Substack
AI War? China "Involution", US Tech War & TW | 思想實驗室 Video Podcast: Richard & Lucy
Copy link
Facebook
Email
Notes
More
1
45:32
Why the US is Going All Out Against Huawei's Ascend Chips: A "Light-Speed" Counteroffensive and Containment in the Battle for AI Supremacy
From the "Street Fights" of Chip Interconnects to the "Fiber Optic Superhighway": Unveiling How Huawei's CloudMatrix Supernode is Rattling the US
May 21
•
Red Silicon
2
Share this post
Lucy’s Substack
Why the US is Going All Out Against Huawei's Ascend Chips: A "Light-Speed" Counteroffensive and Containment in the Battle for AI Supremacy
Copy link
Facebook
Email
Notes
More
Jensen Huang’s ‘Pandora’s Prophecy’: Why Nvidia’s CEO Sees a Formidable Rival in Huawei
Amid U.S. Sanctions, an Unforeseen Innovation Surge and the Nvidia Chief’s Unease Over a Shifting Tech Chessboard
May 13
•
Red Silicon
2
Share this post
Lucy’s Substack
Jensen Huang’s ‘Pandora’s Prophecy’: Why Nvidia’s CEO Sees a Formidable Rival in Huawei
Copy link
Facebook
Email
Notes
More
1
《A Deep Peek into DeepSeek AI’s Talent and Implications for US Innovation》深入探討 DeepSeek AI 的人才與對美國創新 之影響
我將原文和翻譯的一個中文繁體-簡單版本(忽略格式)都放在了我的頻道上,對中美學術差距有興趣的朋友可以再單獨訪問研究,我相信該篇分享對台灣如何發展與培養相關人才路徑有一定參考作用。
May 5
•
Red Silicon
Share this post
Lucy’s Substack
《A Deep Peek into DeepSeek AI’s Talent and Implications for US Innovation》深入探討 DeepSeek AI 的人才與對美國創新 之影響
Copy link
Facebook
Email
Notes
More
GPT4o+Runway Predict worldwide tariffs Vedio
Runway created Tariffs,
May 5
•
Red Silicon
Share this post
Lucy’s Substack
GPT4o+Runway Predict worldwide tariffs Vedio
Copy link
Facebook
Email
Notes
More
1:46
Exclusive Revelation: The Steadiest Investment Opportunities in the Next 3-5 Years Hidden in a Chief Economist’s Research…
Exclusive Interview with Fu Peng: The Most Certain Investment Opportunities in the Next 3-5 Years - April
May 1
•
Red Silicon
2
Share this post
Lucy’s Substack
Exclusive Revelation: The Steadiest Investment Opportunities in the Next 3-5 Years Hidden in a Chief Economist’s Research! 独家揭秘:未来三五年最稳的投资机会,竟藏在这位首席经济学家的调研中!
Copy link
Facebook
Email
Notes
More
April 2025
Japan Prefers Japanese 日本「人」只用日本「貨」
Why the Land of the Rising Sun Isn't the Easy SaaS Paradise China Hoped For
Apr 30
•
Red Silicon
Share this post
Lucy’s Substack
Japan Prefers Japanese 日本「人」只用日本「貨」
Copy link
Facebook
Email
Notes
More
I Think Today’s Agentic Products Are Too “Advanced” 我覺得當前 Agentic 產品都太過於“高級”
When AI is not just a tool, but a proxy or partner, how do we redefine value, trust, and success? 當 AI 不只是工具人,而是代理人或夥伴,我們如何重新定義「價值」、「信任」與「成功」?
Apr 20
•
Red Silicon
3
Share this post
Lucy’s Substack
I Think Today’s Agentic Products Are Too “Advanced” 我覺得當前 Agentic 產品都太過於“高級”
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts