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世界好好吃Nov 9

面筋、烤麸与纺织：一段上海的往事

AI summary 烤麸本质上是面筋经过发酵与蒸制后的多孔食品，其起源与中国佛教素食文化中对肉类替代品的需求密切相关。不同于以面食为主的西方世界，中国古代因严格的斋戒传统催生了面筋的提取技术。烤麸在上海的普及并非偶然，而是得益于 20 世纪初上海纺织业的兴起。纺织工艺中 “浆纱” 环节对淀粉的大量需求，促使磨坊大规模生产淀粉，从而产生了大量廉价的副产品——面筋。这一产业背景使得烤麸从贵族素食转变为上海家喻户晓的平民家常菜，体现了工业化进程与饮食习惯的深刻互动。

烤麸
面筋
《事物绀珠》

00:26:11ChineseSummary · Transcript

科技浪 Tech.wavNov 9

EP161 - 美國掀起反 AI 浪潮！資料中心蓋不下去怎麽辦？

AI summary 美國期中選舉民主黨大獲全勝，導致 AI 資料中心建置面臨嚴峻的政治與輿論挑戰。儘管資料中心對水電資源的影響常被誇大，且科技巨頭已承諾改善基礎設施，但大眾對 AI 帶來的失業與資安風險仍存有強烈負面觀感，使資料中心成為政治角力的核心。預計未來資料中心建置速度將放緩，迫使科技公司轉向海外或太空部署。此外，馬斯克因深度涉入政治，恐面臨國會調查與法規限制，增加特斯拉與 SpaceX 的營運風險。儘管短期內 AI 供應鏈受政治瓶頸衝擊，但 AI 技術產生的長期價值與算力需求基本面未變，半導體產業仍具備長期投資潛力。

期中選舉
資料中心
GPU

1 h 9 minTraditional ChineseSummary · Transcript

The Pragmatic EngineerNov 5

Scaling Slack and GitHub with Maude Lemaire

AI summary Scaling massive production systems requires balancing architectural constraints with product-driven performance needs. Maude Lemaire, a principal engineer with extensive experience at Slack and GitHub, highlights how early technical shortcuts—such as database sharding by team…

Refactoring at Scale
The Manager's Path
Flamework

1 h 19 minEnglishSummary · Transcript

StratecheryNov 5

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

AI summary Intuit CEO Sasan Goodarzi details the company’s strategic transition from a desktop software provider to an AI-driven financial intelligence platform. By leveraging AI to automate manual accounting tasks, Intuit aims to shift the profession toward high-value advisory services,…

Stratechery
Intuit
QuickBooks

00:55:16EnglishSummary · Transcript

No Priors: Artificial Intelligence | Technology | StartupsNov 5

Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO Vlad Tenev

AI summary Robinhood’s evolution into a global financial conglomerate centers on the mission of democratizing ownership to foster individual financial freedom and societal stability. By leveraging tokenization and the "Robinhood Chain," the platform provides global users with low-cost…

Prediction markets
Agentic trading
Tokenization

54 minEnglishSummary · Transcript

StratecheryNov 9

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

AI summary Nvidia CEO Jensen Huang’s admission of an affair with a woman linked to Chinese intelligence has triggered an independent board investigation and intensified scrutiny of the company’s China operations. This scandal intersects with prior allegations from Culper Research, which…