In a new book a forest ecologist argues that as trees reach skywards, “they learn, adapt and grow with their evolving circumstances and pass their wisdom to the next generations”. Register for free to read our review in full
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Why Most CIOs Are Quietly Praying for Retirement — And the Few Who Aren’t Are About to Get Very Rich
I had a moment this week where I was sitting across from a Director of IT and it hit me — this poor bastard has the toughest job in the entire company. The business folks get to be full-time dreamers: “Hey, can we automate this? Can the AI just know what to do? Can it walk my dog while I’m in this meeting?”
Meanwhile he’s over there thinking about data security, system reliability, whether some employee is gonna click on an email that says “You’ve won a $1,000 Walmart gift card!”, whether Ukrainian hackers are going to steal their customer data at 2 a.m., and whether his entire team is about to get replaced by three interns and ChatGPT — all while knowing none of this stuff actually works the way the brochures promised.
And here’s the part that makes me feel for the guy — for his entire career he’s been rewarded for keeping the machines running and not getting fired. Now we’re asking him to suddenly become a profit center, to be out over his skis with AI initiatives. It’s like telling the hall monitor he’s now responsible for running the company’s underground poker game. Did I just compare our AI software to an underground poker game? Yeah, probably not the best analogy, but hang with me here, I’m rolling.
Meanwhile the C-suite is over there wondering why nothing’s happened yet, completely oblivious to the fact that they’ve spent twenty years brutally punishing IT for not playing defense. Hell, I know CIOs who got fired because Windows 95 sucked.
The real kicker is how to even get started. Our philosophy has always been to start small — automate one workflow, prove it works, and then compound fast. Smart in theory. In practice, with a big organization, that feels like bringing a birthday candle to a forest fire.
The C-suite doesn’t get excited about incremental. They want to see something that actually moves the needle. So you’re stuck trying to thread this ridiculous gap: build something small enough to actually work, get real user adoption, and make sure the vendor isn’t full of shit.
Honestly, I don’t envy that seat one bit. At Collide, we’re committed to being real partners with the folks actually doing the building. I’ve got serious scar tissue from getting fired for not being “openly collaborative” with other oil and gas companies on well spacing back in the shale days, and I’m never making that mistake again. We’re gonna share what we learn, educate when we can, and actually listen — God knows we have a lot to learn too.
Truth is, my tech guys are dying to find some partners in crime — and I really gotta stop with the crime analogies, I swear that’s not what we’re doing here — because they get all excited explaining the latest and greatest AI breakthrough and I respond with the technical sophistication of a man asking if his rotary phone has Bluetooth.
Sip slowly, my friends.
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我问了 老白
@ForestBai1 一个很尖锐的问题:
AI Trading 到底能不能让散户赚钱?
还是又一个“自动赚钱”的骗局?
他说:
这个世界上没有自动帮你赚钱的东西。
如果有,要么是诈骗,要么是彩票。
————————————-
【Y TALK】这一期嘉请到了前Bitget的高管,同时 也是Foresight News、Foresight Ventures 负责人, 老白(Forest)。
他曾在 Bitget 负责 listing、现货、理财、机构等业务,加上媒体和投资的经验是 Web3 行业里少数横跨媒体、投资、交易所和产品一线的人。
这也是他第一次接受视频采访。我尽可能的从他职场八卦,个人职场经验分享以及现在大火的AI交易
🔔欢迎订阅 Y TALK,持续更新中
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Taking advantage of abundant understory resources and improving ecological conditions, Shuangpai County in central China's Hunan Province has in recent years actively revitalized the space under the forest, and developed under-forest industries such as medicinal plants, edible
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Minecraft is getting an autumn update with a new biome called the Dappled Forest.
The next big update, called Chaos Cubed, comes out on June 17, 2026. It brings in the Sulfur Cube mob, which sucks up nearby blocks and changes how it behaves depending on what it absorbs.
There’s also a new underground biome called the Sulfur Cave full of toxic stuff.
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Nature’s little treasure✨
Red-brown mushroom, hiding in the forest, full of fresh wild vitality.
大自然的私藏宝藏
棕红蘑菇,隐匿林间,满载原生态山野灵气
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Huangyadong in Changzhi, Shanxi, a national forest park and 4A scenic area, is a shining pearl of the Taihang Mountains, boasting world-class Zhangshiyan gorge wonders and profound red history.
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“沉睡巨人”的新契机,昨晚美国政府宣布向9家量子计算公司投入20亿美金并获取股权,这20亿美金里IBM独揽半壁江山,昨晚到今晚量子计算板块走的都很火热。市值越小涨幅最大,个人倒是做看好IBM、昨晚的推文也写了IBM技术优势,开盘第一时间也建仓了。再详细聊聊逻辑:
1、IBM无疑是这笔交易的最大赢家。该公司将获得其中10亿美元资金,用于成立一家名为"Anderon"的新公司,专门生产量子计算芯片,新公司将设于纽约州New Albany,并成为美国首座专注量子芯片制造的工厂。相当于IBM与美国政府合作建设的美国首座"专用量子晶圆代工厂"。
2、昨晚聊到IBM其实在量子计算领域探索已久,其在量子计算领域的技术优势甚至超过谷歌。美国政府投资也是一个证明,而且时机相当好。这个时机好在于IBM量子计算路线图正进入关键的验证期。
1)在2026年初的CES展会上,IBM明确提出"2026年将是量子优势的转折点",并预期今年将出现"强有力的量子优势声明"。IBM首席执行官Arvind Krishna在第一季度财报电话会议上表示,量子系统开始在特定任务中超越传统超级计算机,早期迹象预计将在今年显现。
2)5月,IBM发布了迄今最先进的量子处理器"Quantum Nighthawk",其架构设计专门面向高性能量子软件,旨在2026年内实现量子优势。
3)近期IBM提出了"量子中心化超级计算"架构——将CPU、GPU和量子处理器(QPU)深度集成为一体化计算系统,并在2026年原型化其纠错解码器,为实现实时纠错铺路。
IBM为量子计算商业化设定了清晰的技术里程碑:
2026年实现"量子优势";
2029年推出全球首台"容错型量子计算机";
10亿美元的政府拨款将为这一路线图提供关键的资金保障,尤其是在量子芯片规模化制造这一产业化瓶颈上实现突破。
3、这次美国政府对量子计算相关公司的投资也标志着全球量子计算产业竞争进入了一个全新的阶段——“从技术赛跑转向产业落地,从企业竞争上升为国家战略”。
这也激发了大家的想象力
这就包含了一个很重要的隐含驱动逻辑:
美国政府对IBM的支持与对英特尔的投资有着惊人相似的故事框架——都是在关键技术领域遭遇困境的巨头,通过政府战略性入股获得重估契机。英特尔走通了这条路,市场正在押注IBM能否重演奇迹。在某些投资者这可能是最重要的逻辑
特别之前IBM凭借向云和混合服务的战略转型,经历了多年的牛市行情。但自去年11月以来,受云业务整体抛售潮的影响,股价一度下跌30%。
个人也有此期待,而且IBM与美国政府合作建设美国首座“专用量子晶圆工厂”,更是美国版“新质生产力”的代表。
4、当然不是说其他几家不好;
其他几家拿到美国政府投资的量子计算上市公司:
1)芯片代工厂商格芯(
2)D-Wave Quantum (QBTS)
量子退火(annealing)技术先驱,已有商用系统(D-Wave Advantage),适用于优化、物流、机器学习等实际问题。比门电路量子机更早实现一定规模应用,客户包括政府和企业。政府支持加速其向容错量子演进。
3)Infleqtion (INFQ)
获投金额约1亿美元,中性原子(neutral-atom)量子技术领导者,兼顾量子计算、量子传感和网络。技术在室温操作潜力大、扩展性好,适用于国防传感和高精度测量领域。
4)Rigetti Computing (RGTI)
超导量子比特路线,专注于可扩展量子处理器和量子云平台(Forest)。与NASA、美国能源部等有合作,在量子算法和混合量子-经典计算有积累。适合中短期量子优势应用开发。
后面三家QBTS、INFQ、RGTI市值小、自然弹性更大。
只是说个人角度,兼具确定性和成长性、以及技术积累的层面、还是更偏好IBM。
但是也要注意,量子计算的商业化虽已曙光初现,但距离真正意义上的产业落地还需蛮长时间。后面还要持续关注技术迭代和商业化落地的情况。
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