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The year is 1950. Your doctor lights a cigarette and tells you smoking is fine. He read it in a study. He is telling the truth about having read it. He does not know, or is not saying, that the study was funded by the tobacco industry. The year is 1958. Your doctor tells you to eat less fat. The evidence is contested. The contestation is not in the public messaging. The food industry has been helpful in clarifying which findings deserve attention. Some researchers who published contradictory data have been quietly defunded. Ancel Keys is on the cover of Time magazine. The year is 1962. Your doctor prescribes thalidomide to your pregnant wife for morning sickness. It has been approved. The FDA gave it the green light in Europe. Twelve thousand children will be born with severe limb malformations before anyone in an official capacity acknowledges the problem. The families are told the drug was safe. The drug was approved. Both of these things remain true. The year is 1972. Your doctor prescribes Valium. Britain is in the grip of a benzodiazepine wave that will last two decades. The dependency risk is known internally. It is not shared. Your doctor is not lying to you. He was not told either. The year is 1999. Your doctor prescribes Vioxx for your arthritis. It is newer than ibuprofen, well-tolerated, and Merck has a study showing it works. Merck also has internal data suggesting it roughly doubles the risk of heart attack. This data will not reach your doctor for four more years. Fifty thousand people are estimated to have died in the interim. Merck eventually settles for 4.85 billion dollars. No criminal charges are brought. The year is 2002. Your doctor prescribes OxyContin. Purdue Pharma trained its sales representatives to tell doctors the addiction risk was less than one percent. That figure came from a letter, not a study. The letter was about patients with terminal cancer on short-term doses in hospital settings. Your doctor is a GP with a patient who has a bad back. Nobody draws a distinction. Nobody is required to. The year is 2008. Your doctor checks your cholesterol. Your LDL is elevated. You are prescribed a statin. Nobody mentions that the number needed to treat for primary prevention is approximately 250. Nobody mentions that the muscle deterioration you'll notice over the next two years is listed as a rare side effect rather than a documented pattern affecting a meaningful percentage of patients. The trial that informed the prescription was funded by the manufacturer. Now it is today. Your doctor has new guidelines. New studies. New consensus. He is confident. He has always been confident. The confidence has never been the problem. The confidence is, in fact, precisely the problem.

박재범 (Jay Park) - '想到你 (Thoughts Of You) (Feat. pH-1 & 李大奔 BENZO)' OUT NOW Performance video full version: 🎬 @JAYBUMAOM #박재범# #JayPark# @ph1boyyy #pH1# #피에이치원# #李大奔# #BENZO# #Yunu# #유누# #MVP# #엠브이피# #想到你# #ThoughtsOfYou# #MOREVISION#

開発スピードが加速する時代、 次に問われるのは“どう守るか”。 Mercedes-Benz、Google Cloud、AWSなどの業界リーダーや、Stanford大学研究者が、AI時代のソフトウェア開発の未来を語ります。 オンラインイベントTranscend Japan 📅 6/18（水）13:00〜 開催

Facts It's great that Jeff Bezos thinks this way, because too many people who don't make money think that giving money to the government will solve a lot of their problems. They think these government programs are the answer, and it's clearly not. You can look at the federal level or at the state level, and you will see that a lot of government programs are simply waste.

Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."

All-In Podcast最新：Salesforce CEO亲口说——软件末日？我已经经历过好几次了。这次他为什么还是不慌？ 软件股被砸得有多惨？ Salesforce市值蒸发900亿，ServiceNow跌42%，Workday跌45%。市场的逻辑只有一句话：AI智能体要把所有软件都替代了。但Salesforce CEO Mark Benioff在All-In Podcast上说了一句让我印象深刻的话："这不是我第一次经历SaaS末日了。" 他做Salesforce 27年，做软件40年，2016年经历过一次，2020年又一次。每次市场都说软件要死了，每次软件都活下来了。 基本面说了什么？ Salesforce今年营收将突破460亿美元，自由现金流160亿，正在回购500亿美元股票。HubSpot跌到2倍PS。这些数字不像一个要死的行业。 Chamath的判断才是这期最炸的部分： 他坚定看好头部软件垄断巨头的安全边际，但明确看空低端小软件——这个区别很重要。 他的逻辑是：过去四年全球在AI芯片和算力上砸了3万亿美元。当公开市场从狂热中冷静下来，开始严格追问"这几万亿美元的代币ROI到底在哪里"——OpenAI们最终不得不低头，去求Mark Benioff这类手握20年CXO客户信任关系的软件大亨帮忙分销和变现。那个时候，芯片估值将全面回归地面，软件股将迎来暴烈反彈。 软件大厂不是在被AI替代，它们在收割AI红利。 Salesforce今年向Anthropic采购3亿美元AI代币，用来部署编码智能体，覆盖全公司销售、客服和运营流程。通过新并购的Informatica建立语义层，把AI锚定在真实数据中。这不是防守，这是进攻。 结论： 芯片估值在天上，软件估值在地板。3万亿美元的算力投资，最终需要有人帮它变现。那个人不是OpenAI，是手握客户、数据和分销网络的软件大亨。 #软件股# #Salesforce# #CRM# #AI投资# #SaaS# #美股分析# #Anthropic# #AllinPodcast#