Serenity真正厉害的地方，很多人不太懂。

与其阅读推文，不如和泥伏雷一起研究她的“埋伏”思路；

Serenity 的框架本质上只有一句话：AI 基础设施的物理瓶颈会依次解决，每解决一层，资金就流向下一层——他要做的就是永远站在下一层的门口等着。

⬇️具体说几个关键点：
他的起点不是选股，而是读 NVIDIA

相信很多朋友都非常恨 OKR 和敏捷开发，感觉这东西就是给人找不舒服的。这类指标让人疲劳，有一种很强的失控感。这和我上学期上 Strategy & Management 这门课的感受很不一样。课上我们聊这些工具，它们就只是一个解决问题的工具。如果工具没问题，那么大概率用工具的人出了什么问题。

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