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三又实在没啥音乐细胞,在spotify听抖音热门音乐,还没有夹播的美国广告的bgm好听。。。
Pre-save my new album "The Spark Remixes" on Spotify: (powered by @distrokid)
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Life the Album 💥 my gym playlist 😎 on Spotify/Apple/YouTube music search V@B or hit the link. Play it the way it was released 😉 the journey 🤩
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📀 New Album 『Graph Paper Heart』
(グラフ ペーパー ハート) Track List 01 Fault Lines in My Chest
(フォルト ラインズ イン マイ チェスト) 02 Beautiful Chaos In This Land
(ビューティフル ケイオス イン ディス ランド) 03 Nowhere To Run
(ノーウェア トゥ ラン) 04 Quiet Between the Crashes
(クワイエット ビトウィーン ザ クラッシュズ) 05 Puppets of Fate
(パペッツ オブ フェイト) 06 Whispers in the Concrete
(ウィスパーズ イン ザ コンクリート) 07 Graph Paper Heart
(グラフ ペーパー ハート) 🎧 アルバム配信中 ▶️ 収録曲 「Nowhere To Run」
(ノーウェア トゥ ラン) をXで特別公開。 🎵 Spotifyではアルバム全曲を配信中 📀 YouTube公式アーティストチャンネルでは
「トピック」からアルバム全曲を視聴できます Spotify
🔗 YouTube Official Artist Channel
🔗
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找朋友拿了高盛投研报告发给 AI 解读了一下,2026 下半年的钱往哪放 涉及 50 多只股票。我读完后试着把核心判断讲清楚。 最重要的一个数字:7.6 万亿美元。这是 2026 到 2031 年 AI 基础设施总投资的基线情景,大约等于美国一整年全部非住宅类私人投资。 四大超大规模云厂商 2025 到 2030 年累计 capex 5.3 万亿,90 天前还是 4.5 万亿,上调了 17%。钱完全靠经营性现金流支撑,2026 年 capex 已达经营现金流的 100%。任何收入端减速,都会立刻撕开口子。 标普 500 的 22% ROE 创了历史新高,但本质是七家公司的故事。七大科技股 ROE 44%,中位数公司只有 17%。共识预期七大科技股 2027 年 ROE 平均下降 700 个基点,苹果从 140% 降到 83%,英伟达从 74% 降到 61%。21 倍 P/E 处于历史 87 百分位,如果 ROE 撑不住,估值就得压缩。 基础设施瓶颈已经从芯片变成了电。丹佛调研显示数据中心新签租约价格从 2021 年的 70 美元/千瓦涨到现在接近 200 美元,年底有望 250 美元。变电站交期 4 年,发电机组 2 年。PJM 承载美国 39% 数据中心电力需求,6 月电价环比涨 44%,连续第四年高于均值。 中国 AI 周期比美国晚一年,BBAT (字节、百度、阿里、腾讯) 2026 年 capex 约 1000 亿美元,美国的七分之一。阿里 16 倍、腾讯 13 倍,全球同业最低。阿里云收入同比 +38%,MaaS ARR 年底目标 44 亿美元。腾讯递延收入 1410 亿,环比 +28%,微信 AI 代理试点 2H26 推出。高盛判断:阿里 EPS 下调接近底部,腾讯估值倍数底部已现。 token 经济性正在成为新的 CFO 议题。Uber 四个月用完年度 AI 预算,Meta、Spotify 也出现类似情况。但 82% 企业 token 消耗损失于工程开销,仅 18% 产生最终产品。这个比例不改善,CFO 反弹会加剧。 7.6 万亿的论点最终取决于几个数字能不能兑现。市场 21 倍 P/E 隐含的假设是这一切都能成立,对不对,2027 年财报给出答案。
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Bro took the red pill and I am here for it. Meet Karl Stefanovic. Three decades on Australian TV, including nearly 20 years co-hosting Nine’s flagship breakfast show Today (as mainstream media as it gets). He started unplugging from The Matrix during the SCAMDEMIC. In 2023 he told viewers on air he was “done” with the vaccine after the push for a fifth booster. He later went further, openly admitting he “got it wrong” on the jab rollout and expressed regret for his own and the media’s role in the saga. He recently launched The Karl Stefanovic Show podcast as an independent project, made it clear he wouldn’t be renewing his TV contract with Nine (Today show) when it expires at the end of the year, and finally began speaking his mind. His guests so far have included “Orange Woman Bad” aka Pauline Hanson, the common sense leader of One Nation (political party) who for decades has been FALSELY attacked and smeared by the media, just like the US media machine did to Trump for his common sense policies and courage. Another guest on Karl’s new podcast was Pete Evans, to whom Karl publicly apologized for helping smear during the scamdemic. Then came the latest episode: a candid, hour-long chat with Tommy Robinson. It dropped overnight, was scrubbed from YouTube, Spotify, Apple and Instagram the next morning (not even 24 hours later) then Pauline Hanson (aka “Orange Woman Bad”) instantly re-uploaded the full thing on her channel under the title “CANCELLED.” Karl’s TV bosses at Nine allegedly called crisis meetings and reportedly reviewed (possibly ending) Karl’s future at the network. Yes, Karl had a conversation on his new podcast and the mainstream media machine got its panties in SUCH A TWIST that they held a crisis meeting and rumors are now swirling that he has been fired... ...for having a conversation. ...with a guest. ...on his podcast. Ironically, for a guy pivoting to full-time independent content creation, who is finally speaking his mind without fear, it’s the perfect outcome. Massive free publicity, instant proof he’s no longer playing by the old rules and has woken up, and a crystal-clear signal to his audience that he’s all-in on unfiltered conversations. Did Karl Stefanovic just get the ultimate send-off gift from the corrupt media machine as he begins life as an independent content creator? Karl’s unplugging from The Matrix is almost complete. Bro took the red pill and I am here for it. 🍿
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谷歌邮箱能改名了(之前是灰度,现在应该全量了),但别乱改…… 好多网站以 email 作为 id,改了后用 Google 登录会被判定为新号……而且旧的账号登录不上去了,已知的有 v2ex, spotify…… 欢迎补充
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Joe Rogan just revealed that presidents and former presidents personally pressured Spotify to have him removed for "vaccine misinformation." And not one of them apologized when his questions turned out to be right. He says he still can't talk about most of it. What he will say is that the campaign was coordinated, expensive, and came from the very top. ROGAN: "They tried to crush my sponsors. They organized campaigns. There was PACs involved." ROGAN: "I can't even talk about it. But there was presidents involved and former presidents involved that were contacting Spotify. Trying to get me removed for vaccine misinformation." ROGAN: "And it turned out to be right. All of it." ROGAN: "Not a single apology from anybody. Not a single retraction, not a single mea culpa, not a single 'we were wrong.'" The pressure failed. Joe's audience grew. And the people who tried to silence him never had to answer for any of it...
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流媒体音乐平台 #Spotify# 从 9 月 1 日开始禁用用户名 + 密码登录,用户必须换成邮箱登录,所以用户当前应当检查自己绑定的是否是真实有效的邮箱。 或者用户也可以关联谷歌或苹果登录,这种情况下后续可以继续使用谷歌或苹果账号快速登录。 查看详情:
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Hit play on Spotify and tell me if it belongs in your night drive playlist😎
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