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暴力唐老鸭
抓逾期差,找偏见,挖掘基本面变化,干华尔街。
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暴力唐老鸭
2022-08-16
$蔚来(NIO)$
基本面最好的新势力,短期中概利空不用怕
暴力唐老鸭
2022-08-12
$蔚来(NIO)$
退市这事,蔚来是最安全的,三弟地上市
暴力唐老鸭
2022-08-12
$蔚来(NIO)$
蔚来称霸40万以上纯电动市场看图说话
暴力唐老鸭
2022-08-12
问:最近,个别中国企业宣布启动自美退市,证监会有何看法?答:我们注意到了有关情况。上市和退市都属于资本市场常态。根据相关企业公告信息,这些企业在美国上市以来严格遵守美国资本市场规则和监管要求,作出退市选择是出于自身商业考虑。这些企业都在多地上市,在美上市的证券占比很小,目前的退市计划不影响企业继续利用境内外资本市场融资发展。中国证监会尊重企业根据自身实际情况、按照境外上市地规则作出的决定。我们将与境外有关监管机构保持沟通,共同维护企业和投资者合法权益。
暴力唐老鸭
2022-08-01
$蔚来(NIO)$
都是一万辆出头的交付量,蔚来营收规模甚至有可能是价格最低的小鹏的两倍,单车价格优势凸显出来了[开心]
暴力唐老鸭
2022-08-01
$蔚来(NIO)$
蔚来,7月份要是只交了5000辆,会怎样[开心] [流泪] [喷血]
暴力唐老鸭
2022-06-09
$阿里巴巴(BABA)$
蚂蚁金服铁定上不了市,造谣的没安好心
暴力唐老鸭
2022-06-08
好文
碰瓷乔布斯,“货运界马斯克”是天才还是骗子?
暴力唐老鸭
2022-06-03
$特斯拉(TSLA)$
裁员对公司是厉利好,预计盘中会把盘前跌的补回来
暴力唐老鸭
2022-05-31
非常好
@言财美股研究社:从英伟达/AMD到迈威尔科技,数据中心芯片成业绩胜负手?
暴力唐老鸭
2022-05-20
$英伟达(NVDA)$
明显弱于大盘了啊,shit
暴力唐老鸭
2021-11-30
$Moderna, Inc.(MRNA)$
现有疫苗无效,最利好的是mrna,行业龙头,技术最牛,响应速度最快
暴力唐老鸭
2021-11-19
$Fisker Inc.(FSR)$
本质上都啊是空对空,不如做交易量关注度最高的rivian,燃油车转型电动大部分都会死的很难看
暴力唐老鸭
2021-11-17
$燃料电池能源(FCEL)$
看完公司的演示文档,感觉只值4亿,还有90%下跌空间[财迷]
暴力唐老鸭
2021-11-17
$燃料电池能源(FCEL)$
空间巨大,这公司跌了99.99%,涨回高点的话,还需要涨数百倍,继续炒作,继续舞,实际上啥也没有的假新能源公司
暴力唐老鸭
2021-11-09
$Luminar Technologies, Inc.(LAZR)$
跟英伟达合作了,起飞
暴力唐老鸭
2021-08-03
$腾讯控股(00700)$
狠狠地空他
暴力唐老鸭
2021-08-02
$水发兴业能源(00750)$
价值终兑现,只是时间问题
暴力唐老鸭
2021-07-29
$水发兴业能源(00750)$
今天a股光伏新能源起飞,拿着水发心里不慌,静待风来即可
暴力唐老鸭
2021-07-28
$水发兴业能源(00750)$
再次强call水发,光伏大趋势明显,少有的底部票了,后面业绩会超预期
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>蚂蚁金服铁定上不了市,造谣的没安好心","text":"$阿里巴巴(BABA)$蚂蚁金服铁定上不了市,造谣的没安好心","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/680393372","isVote":1,"tweetType":1,"viewCount":8953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504082086415138","authorId":"3504082086415138","name":"东方侠91","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"里面全是养老金不上谁养老","text":"里面全是养老金不上谁养老","html":"里面全是养老金不上谁养老"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680079493,"gmtCreate":1654699379514,"gmtModify":1704860158355,"author":{"id":"111641715953910","authorId":"111641715953910","name":"暴力唐老鸭","avatar":"https://static.tigerbbs.com/23a6c8e5473ffbb3d09780f4815f25ec","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"好文","listText":"好文","text":"好文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680079493","repostId":"1117564530","repostType":4,"repost":{"id":"1117564530","weMediaInfo":{"introduction":"这里有你想知道的关于硅谷·未来的资讯、分享与深度思考。思想,改变世界。","home_visible":1,"media_name":"硅兔赛跑","id":"1099700181","head_image":"https://static.tigerbbs.com/26580e742b964bebad6c6dc8df8e46e7"},"pubTimestamp":1654669518,"share":"https://www.laohu8.com/m/news/1117564530?lang=&edition=full","pubTime":"2022-06-08 14:25","market":"us","language":"zh","title":"碰瓷乔布斯,“货运界马斯克”是天才还是骗子?","url":"https://stock-news.laohu8.com/highlight/detail?id=1117564530","media":"硅兔赛跑","summary":"或许没有经验便是最好的经验。","content":"<html><head></head><body><p>作者:王王</p><p>今天,哪怕再佛系的人,也能从上涨的物价上感受到全球供应链紧张。</p><p>终端消费者如此,企业和电商卖家更是苦不堪言。港口拥堵、运输延迟、费用上涨,货运成本吃光了利润。以集装箱价格为例,自2020年以来,全球货柜价格水涨船高,从不到2000美元攀升至最高超过10000美元,尽管现在有所回落,但仍徘徊在8000美元以上。</p><p><img src=\"https://static.tigerbbs.com/ed9de96d5bf1c924bebe958de930ef31\" tg-width=\"550\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>图源:Statista</p><p>此时,有一个人站出来,带着“Paul Graham关门弟子”“亿万富翁”的光环,拿着刚刚到手的9.35亿美元融资,自称是航运界的救世主,要拯救行业于水火之中。有人认为他是货运行业的马斯克,将凭一己之力掀起巨浪;有人则认为他是到处树敌的毛头小子,等着看他失败的那天。</p><p>低迷市场中的这位“天降紫微星”,就是数字货运代理公司Flexport的创始人Ryan Petersen。</p><p><img src=\"https://static.tigerbbs.com/6901cadcf97df817d6b72c642c624bcc\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>图源:Forbes</p><p><b>01</b></p><p><b>一篇文章让乔布斯为他发火</b></p><p>经典的创业成功学故事里,主人公往往从童年时代就展现出惊人的商业头脑,Ryan Petersen也是如此。</p><p>Ryan的母亲是生物化学家,经营着一家处理合规业务的公司,父亲是政府经济学家,也利用编程技能创业。为了让Ryan懂得天下没有免费的零花钱,母亲安排他担任公司的苏打水供货商。他从超市以一箱4美元进货,再以9美元卖出,由此获得了人生的第一桶金。</p><p>创业的火花在Ryan家里四处迸发。</p><p>除了耳濡目染父母的生意经,Ryan的哥哥也是狂热的连续创业者,项目跨度从视频游戏社区到建筑公司。大学毕业后,Ryan从中国进口摩托车和零部件在eBay上销售,并为了跑供应链在中国住了两年。这次小试牛刀不光给Ryan带来了一些财富,也启发了他的下一个创业点子。Ryan发现,海关进出口信息中富藏玄机,从中能分析出上下游行情和竞争对手动向,但是市面上没有方便的工具来汇总和检索这些情报。于是,2006年,Ryan和他的哥哥一起创办了进出口信息数据库和分析工具ImportGenius。</p><p><img src=\"https://static.tigerbbs.com/57aef89eacd3ac0888f0180af496edc5\" tg-width=\"550\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>图源:ImportGenius</p><p>时间一晃来到2008年春天,苹果即将发布新一代iPhone的传闻沸沸扬扬,这时Ryan爆了一个大料。ImportGenius从苹果的数千份报关提单中发现,苹果的中国代工厂发了几十个货柜的“电子计算机”,此前从未有产品使用过这一说法,印证了关于新iPhone的猜测。不光如此,代理商信息、货柜数量、重量、装卸货地址和时间等信息在ImportGenius上一览无余,苹果的新品上市计划几乎被抖了个底朝天。</p><p>为此,乔帮主很生气,Ryan Petersen很开心。</p><p>后来Ryan对此事津津乐道:“我们靠着公开信息剧透了iPhone 3G的发布,乔布斯给美国海关打了电话,海关又打给了我。”本来货运是个小众圈子,靠着这次有理有据的“碰瓷”,Ryan Petersen破圈火了一把,为下一次起飞打下了基础。</p><p><b>02</b></p><p><b>门外汉做成百亿生意</b></p><p>ImportGenius经营得不错,每年能带来上百万收入,不过也很容易看见业务的天花板。</p><p>Ryan想扩展公司的业务,但发现检索文件只解决了货运链条中的一小部分问题,还有很多的环节藏在黑箱里,散落在数不清的邮件、传真、电话、Excel表里。他想要把这些环节全部串联起来,用一个平台进行管理。</p><p>货运是一个极大又极为破碎的市场,这样的工作难度不小。一批货物从中国的工厂发到美国的商家,要经过发货人、收货人、拖车、船舶/火车/飞机、港口、码头、海关等诸多环节,每个环节各自为营,管理整个链条涉及大量的协调沟通工作。比如订多少舱位、船舶什么时候到港、报关和保险文件如何填写等,这样繁杂的工作通常由专业的货运代理公司承担。而货代工作很大程度上依赖人力和离线文件传递。于是货主不免要为运输过程中的偶然事件付出额外成本,货代公司也因为信息不对称而有渔利的操作空间。</p><p><img src=\"https://static.tigerbbs.com/9918c018a94d15d1362c9cd273faa89f\" tg-width=\"550\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>繁忙的货运航线 | 图源:Flexport</p><p>不是没人想解决这个老大难问题。DHL、FedEx等巨头公司投入了不少人力物力,但收效平平。Ryan Petersen决定做行业的变革者,尽管他对货运代理一窍不通。</p><p>经过两年时间筹备,2013年Flexport成立,第二年入选YC创业营,获得知名投资人Paul Graham的赏识,成为Paul亲自指导的“关门弟子”之一。</p><p>起初,Flexport的功能相对简单,主要是把报关文件在线化自动化。即便如此,它还是很快拿到了400万美元的种子轮融资。到2015年拿到A轮融资时,Flexport已经成为一家端到端的数字货运代理公司,基于新科技为客户提供货代服务。2016年,Flexport服务的客户多达700家,遍布全球64个国家,其中不乏知名大型企业;如今,Flexport已经成为货代行业增长最快的公司之一,并于2021年实现盈利。</p><p>Flexport业务一路向好,也越来越受到硅谷的关注。自公司成立以来,如同集邮般收集了一大票头部机构为其投资,包括Founders Fund、谷歌风投、a16z、MSD Partners、软银愿景基金等,还有Shopify、顺丰等企业豪掷千金。2022年初,完成E轮融资的Flexport估值80亿美元,Ryan本人的身价也已超过11亿美元。</p><p><img src=\"https://static.tigerbbs.com/fd881247a296e69dbc5e7e4096f96134\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Flexport界面 | 图源:Flexport</p><p><b>03</b></p><p><b>两个月内两次“拯救世界”</b></p><p>Ryan不避讳自己的门外汉身份。他直言,做这家公司的前两年都不明白“货运代理”是什么意思,刚创业的时候频频遭到行业里的大公司嘲笑。不过,Ryan并不介意这些反对的声音,相反,他很乐意在公众面前树立自己的“叛逆耿直boy”人设。疫情爆发以来,更是通过一系列操作疯狂刷脸。</p><p><img src=\"https://static.tigerbbs.com/1647ac271d6785cac669937b658dba64\" tg-width=\"550\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2021年底,由于疫情和温哥华港口洪水,日本麦当劳遭遇薯条供应危机,门店不得不限量供应,并声明努力在12月31日前恢复供应。日本人民度过了一周没有薯条的生活后,12月29日,Ryan若无其事地发了一条推特:“Flexport刚刚签约派了3架装满土豆的波音747飞往日本,帮助解决薯条短缺。”此后便神隐了,没有提供合作的具体信息,也没有回应媒体的询问,仿佛武林高手,事了拂衣去,只剩千里送土豆的传说在江湖流传。</p><p>在拯救日本人民之前,同样是在推特上,Ryan已经凭一己之力拯救了全球人民的圣诞节。</p><p>2021年下半年以来,美国港口严重拥堵,最大港口之一长滩港船舶排队、货柜堵塞,随着年末假日季的临近,拥堵情况有增无减。Ryan在一次实地考察后发了十余条推特,详述了自己的见闻和解决方案。这一系列推文发出后,Coinbase CEO Brian Armstrong等政商界大佬纷纷评论转发表示关注,电视台新闻节目邀请Ryan出镜介绍长滩港情况。随着关注话题的人越来越多,加州州长Gavin Newsom终于现身,拨通了Ryan的电话,后续调整了部分政策。</p><p><img src=\"https://static.tigerbbs.com/ce0ae788f1c1d8e4c9e5401e3b6e95c2\" tg-width=\"550\" tg-height=\"587\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>州长回应一出,全民轰动,解决供应链危机Ryan Petersen居功至伟。一位彭博社的专栏作家甚至说,Ryan的一系列推文是“拯救了圣诞节的推特风暴”。事实上,我们知道,美国港口到今天仍在拥堵,加州政府也并未采纳Ryan的政策建议,但这并不影响Ryan本人在网络世界成为航运界的救星。</p><p>不是人人都喜欢Ryan Petersen的高调作风,一些业内人士认为他常常把问题想得太简单,出圈破格的行为也让一些惯于低调行事的行业老兵感到不爽,指责他是靠作秀获得关注。不过无论如何,Ryan已经达到了自己的目的:尽管Flexport还是一家成长中的公司,它已经在公众心中树立起行业领导者的形象,哪怕是批评Ryan的人也不得不承认,“他能做到很多高管做不到的事”。</p><p>和刚创业时一样,Ryan Petersen不担心批评和嘲笑的声音。他说,我要让他们继续相信我是个疯子,这样他们就想不起来和我竞争。这个刚过不惑之年的创业者,好像拿了大男主剧本,憋着一口气要整合全球货运链条,和整个行业暗中较劲。Ryan能否撼动全球货运行业?我们拭目以待。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>碰瓷乔布斯,“货运界马斯克”是天才还是骗子?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n碰瓷乔布斯,“货运界马斯克”是天才还是骗子?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700181\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/26580e742b964bebad6c6dc8df8e46e7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">硅兔赛跑 </p>\n<p class=\"h-time\">2022-06-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者:王王</p><p>今天,哪怕再佛系的人,也能从上涨的物价上感受到全球供应链紧张。</p><p>终端消费者如此,企业和电商卖家更是苦不堪言。港口拥堵、运输延迟、费用上涨,货运成本吃光了利润。以集装箱价格为例,自2020年以来,全球货柜价格水涨船高,从不到2000美元攀升至最高超过10000美元,尽管现在有所回落,但仍徘徊在8000美元以上。</p><p><img src=\"https://static.tigerbbs.com/ed9de96d5bf1c924bebe958de930ef31\" tg-width=\"550\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>图源:Statista</p><p>此时,有一个人站出来,带着“Paul Graham关门弟子”“亿万富翁”的光环,拿着刚刚到手的9.35亿美元融资,自称是航运界的救世主,要拯救行业于水火之中。有人认为他是货运行业的马斯克,将凭一己之力掀起巨浪;有人则认为他是到处树敌的毛头小子,等着看他失败的那天。</p><p>低迷市场中的这位“天降紫微星”,就是数字货运代理公司Flexport的创始人Ryan Petersen。</p><p><img src=\"https://static.tigerbbs.com/6901cadcf97df817d6b72c642c624bcc\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>图源:Forbes</p><p><b>01</b></p><p><b>一篇文章让乔布斯为他发火</b></p><p>经典的创业成功学故事里,主人公往往从童年时代就展现出惊人的商业头脑,Ryan Petersen也是如此。</p><p>Ryan的母亲是生物化学家,经营着一家处理合规业务的公司,父亲是政府经济学家,也利用编程技能创业。为了让Ryan懂得天下没有免费的零花钱,母亲安排他担任公司的苏打水供货商。他从超市以一箱4美元进货,再以9美元卖出,由此获得了人生的第一桶金。</p><p>创业的火花在Ryan家里四处迸发。</p><p>除了耳濡目染父母的生意经,Ryan的哥哥也是狂热的连续创业者,项目跨度从视频游戏社区到建筑公司。大学毕业后,Ryan从中国进口摩托车和零部件在eBay上销售,并为了跑供应链在中国住了两年。这次小试牛刀不光给Ryan带来了一些财富,也启发了他的下一个创业点子。Ryan发现,海关进出口信息中富藏玄机,从中能分析出上下游行情和竞争对手动向,但是市面上没有方便的工具来汇总和检索这些情报。于是,2006年,Ryan和他的哥哥一起创办了进出口信息数据库和分析工具ImportGenius。</p><p><img src=\"https://static.tigerbbs.com/57aef89eacd3ac0888f0180af496edc5\" tg-width=\"550\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>图源:ImportGenius</p><p>时间一晃来到2008年春天,苹果即将发布新一代iPhone的传闻沸沸扬扬,这时Ryan爆了一个大料。ImportGenius从苹果的数千份报关提单中发现,苹果的中国代工厂发了几十个货柜的“电子计算机”,此前从未有产品使用过这一说法,印证了关于新iPhone的猜测。不光如此,代理商信息、货柜数量、重量、装卸货地址和时间等信息在ImportGenius上一览无余,苹果的新品上市计划几乎被抖了个底朝天。</p><p>为此,乔帮主很生气,Ryan Petersen很开心。</p><p>后来Ryan对此事津津乐道:“我们靠着公开信息剧透了iPhone 3G的发布,乔布斯给美国海关打了电话,海关又打给了我。”本来货运是个小众圈子,靠着这次有理有据的“碰瓷”,Ryan Petersen破圈火了一把,为下一次起飞打下了基础。</p><p><b>02</b></p><p><b>门外汉做成百亿生意</b></p><p>ImportGenius经营得不错,每年能带来上百万收入,不过也很容易看见业务的天花板。</p><p>Ryan想扩展公司的业务,但发现检索文件只解决了货运链条中的一小部分问题,还有很多的环节藏在黑箱里,散落在数不清的邮件、传真、电话、Excel表里。他想要把这些环节全部串联起来,用一个平台进行管理。</p><p>货运是一个极大又极为破碎的市场,这样的工作难度不小。一批货物从中国的工厂发到美国的商家,要经过发货人、收货人、拖车、船舶/火车/飞机、港口、码头、海关等诸多环节,每个环节各自为营,管理整个链条涉及大量的协调沟通工作。比如订多少舱位、船舶什么时候到港、报关和保险文件如何填写等,这样繁杂的工作通常由专业的货运代理公司承担。而货代工作很大程度上依赖人力和离线文件传递。于是货主不免要为运输过程中的偶然事件付出额外成本,货代公司也因为信息不对称而有渔利的操作空间。</p><p><img src=\"https://static.tigerbbs.com/9918c018a94d15d1362c9cd273faa89f\" tg-width=\"550\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>繁忙的货运航线 | 图源:Flexport</p><p>不是没人想解决这个老大难问题。DHL、FedEx等巨头公司投入了不少人力物力,但收效平平。Ryan Petersen决定做行业的变革者,尽管他对货运代理一窍不通。</p><p>经过两年时间筹备,2013年Flexport成立,第二年入选YC创业营,获得知名投资人Paul Graham的赏识,成为Paul亲自指导的“关门弟子”之一。</p><p>起初,Flexport的功能相对简单,主要是把报关文件在线化自动化。即便如此,它还是很快拿到了400万美元的种子轮融资。到2015年拿到A轮融资时,Flexport已经成为一家端到端的数字货运代理公司,基于新科技为客户提供货代服务。2016年,Flexport服务的客户多达700家,遍布全球64个国家,其中不乏知名大型企业;如今,Flexport已经成为货代行业增长最快的公司之一,并于2021年实现盈利。</p><p>Flexport业务一路向好,也越来越受到硅谷的关注。自公司成立以来,如同集邮般收集了一大票头部机构为其投资,包括Founders Fund、谷歌风投、a16z、MSD Partners、软银愿景基金等,还有Shopify、顺丰等企业豪掷千金。2022年初,完成E轮融资的Flexport估值80亿美元,Ryan本人的身价也已超过11亿美元。</p><p><img src=\"https://static.tigerbbs.com/fd881247a296e69dbc5e7e4096f96134\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Flexport界面 | 图源:Flexport</p><p><b>03</b></p><p><b>两个月内两次“拯救世界”</b></p><p>Ryan不避讳自己的门外汉身份。他直言,做这家公司的前两年都不明白“货运代理”是什么意思,刚创业的时候频频遭到行业里的大公司嘲笑。不过,Ryan并不介意这些反对的声音,相反,他很乐意在公众面前树立自己的“叛逆耿直boy”人设。疫情爆发以来,更是通过一系列操作疯狂刷脸。</p><p><img src=\"https://static.tigerbbs.com/1647ac271d6785cac669937b658dba64\" tg-width=\"550\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2021年底,由于疫情和温哥华港口洪水,日本麦当劳遭遇薯条供应危机,门店不得不限量供应,并声明努力在12月31日前恢复供应。日本人民度过了一周没有薯条的生活后,12月29日,Ryan若无其事地发了一条推特:“Flexport刚刚签约派了3架装满土豆的波音747飞往日本,帮助解决薯条短缺。”此后便神隐了,没有提供合作的具体信息,也没有回应媒体的询问,仿佛武林高手,事了拂衣去,只剩千里送土豆的传说在江湖流传。</p><p>在拯救日本人民之前,同样是在推特上,Ryan已经凭一己之力拯救了全球人民的圣诞节。</p><p>2021年下半年以来,美国港口严重拥堵,最大港口之一长滩港船舶排队、货柜堵塞,随着年末假日季的临近,拥堵情况有增无减。Ryan在一次实地考察后发了十余条推特,详述了自己的见闻和解决方案。这一系列推文发出后,Coinbase CEO Brian Armstrong等政商界大佬纷纷评论转发表示关注,电视台新闻节目邀请Ryan出镜介绍长滩港情况。随着关注话题的人越来越多,加州州长Gavin Newsom终于现身,拨通了Ryan的电话,后续调整了部分政策。</p><p><img src=\"https://static.tigerbbs.com/ce0ae788f1c1d8e4c9e5401e3b6e95c2\" tg-width=\"550\" tg-height=\"587\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>州长回应一出,全民轰动,解决供应链危机Ryan Petersen居功至伟。一位彭博社的专栏作家甚至说,Ryan的一系列推文是“拯救了圣诞节的推特风暴”。事实上,我们知道,美国港口到今天仍在拥堵,加州政府也并未采纳Ryan的政策建议,但这并不影响Ryan本人在网络世界成为航运界的救星。</p><p>不是人人都喜欢Ryan Petersen的高调作风,一些业内人士认为他常常把问题想得太简单,出圈破格的行为也让一些惯于低调行事的行业老兵感到不爽,指责他是靠作秀获得关注。不过无论如何,Ryan已经达到了自己的目的:尽管Flexport还是一家成长中的公司,它已经在公众心中树立起行业领导者的形象,哪怕是批评Ryan的人也不得不承认,“他能做到很多高管做不到的事”。</p><p>和刚创业时一样,Ryan Petersen不担心批评和嘲笑的声音。他说,我要让他们继续相信我是个疯子,这样他们就想不起来和我竞争。这个刚过不惑之年的创业者,好像拿了大男主剧本,憋着一口气要整合全球货运链条,和整个行业暗中较劲。Ryan能否撼动全球货运行业?我们拭目以待。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4b27e9721ddce06c958d3c2e61b270f","relate_stocks":{"BK4131":"航空货运与物流"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117564530","content_text":"作者:王王今天,哪怕再佛系的人,也能从上涨的物价上感受到全球供应链紧张。终端消费者如此,企业和电商卖家更是苦不堪言。港口拥堵、运输延迟、费用上涨,货运成本吃光了利润。以集装箱价格为例,自2020年以来,全球货柜价格水涨船高,从不到2000美元攀升至最高超过10000美元,尽管现在有所回落,但仍徘徊在8000美元以上。图源:Statista此时,有一个人站出来,带着“Paul Graham关门弟子”“亿万富翁”的光环,拿着刚刚到手的9.35亿美元融资,自称是航运界的救世主,要拯救行业于水火之中。有人认为他是货运行业的马斯克,将凭一己之力掀起巨浪;有人则认为他是到处树敌的毛头小子,等着看他失败的那天。低迷市场中的这位“天降紫微星”,就是数字货运代理公司Flexport的创始人Ryan Petersen。图源:Forbes01一篇文章让乔布斯为他发火经典的创业成功学故事里,主人公往往从童年时代就展现出惊人的商业头脑,Ryan Petersen也是如此。Ryan的母亲是生物化学家,经营着一家处理合规业务的公司,父亲是政府经济学家,也利用编程技能创业。为了让Ryan懂得天下没有免费的零花钱,母亲安排他担任公司的苏打水供货商。他从超市以一箱4美元进货,再以9美元卖出,由此获得了人生的第一桶金。创业的火花在Ryan家里四处迸发。除了耳濡目染父母的生意经,Ryan的哥哥也是狂热的连续创业者,项目跨度从视频游戏社区到建筑公司。大学毕业后,Ryan从中国进口摩托车和零部件在eBay上销售,并为了跑供应链在中国住了两年。这次小试牛刀不光给Ryan带来了一些财富,也启发了他的下一个创业点子。Ryan发现,海关进出口信息中富藏玄机,从中能分析出上下游行情和竞争对手动向,但是市面上没有方便的工具来汇总和检索这些情报。于是,2006年,Ryan和他的哥哥一起创办了进出口信息数据库和分析工具ImportGenius。图源:ImportGenius时间一晃来到2008年春天,苹果即将发布新一代iPhone的传闻沸沸扬扬,这时Ryan爆了一个大料。ImportGenius从苹果的数千份报关提单中发现,苹果的中国代工厂发了几十个货柜的“电子计算机”,此前从未有产品使用过这一说法,印证了关于新iPhone的猜测。不光如此,代理商信息、货柜数量、重量、装卸货地址和时间等信息在ImportGenius上一览无余,苹果的新品上市计划几乎被抖了个底朝天。为此,乔帮主很生气,Ryan Petersen很开心。后来Ryan对此事津津乐道:“我们靠着公开信息剧透了iPhone 3G的发布,乔布斯给美国海关打了电话,海关又打给了我。”本来货运是个小众圈子,靠着这次有理有据的“碰瓷”,Ryan Petersen破圈火了一把,为下一次起飞打下了基础。02门外汉做成百亿生意ImportGenius经营得不错,每年能带来上百万收入,不过也很容易看见业务的天花板。Ryan想扩展公司的业务,但发现检索文件只解决了货运链条中的一小部分问题,还有很多的环节藏在黑箱里,散落在数不清的邮件、传真、电话、Excel表里。他想要把这些环节全部串联起来,用一个平台进行管理。货运是一个极大又极为破碎的市场,这样的工作难度不小。一批货物从中国的工厂发到美国的商家,要经过发货人、收货人、拖车、船舶/火车/飞机、港口、码头、海关等诸多环节,每个环节各自为营,管理整个链条涉及大量的协调沟通工作。比如订多少舱位、船舶什么时候到港、报关和保险文件如何填写等,这样繁杂的工作通常由专业的货运代理公司承担。而货代工作很大程度上依赖人力和离线文件传递。于是货主不免要为运输过程中的偶然事件付出额外成本,货代公司也因为信息不对称而有渔利的操作空间。繁忙的货运航线 | 图源:Flexport不是没人想解决这个老大难问题。DHL、FedEx等巨头公司投入了不少人力物力,但收效平平。Ryan Petersen决定做行业的变革者,尽管他对货运代理一窍不通。经过两年时间筹备,2013年Flexport成立,第二年入选YC创业营,获得知名投资人Paul Graham的赏识,成为Paul亲自指导的“关门弟子”之一。起初,Flexport的功能相对简单,主要是把报关文件在线化自动化。即便如此,它还是很快拿到了400万美元的种子轮融资。到2015年拿到A轮融资时,Flexport已经成为一家端到端的数字货运代理公司,基于新科技为客户提供货代服务。2016年,Flexport服务的客户多达700家,遍布全球64个国家,其中不乏知名大型企业;如今,Flexport已经成为货代行业增长最快的公司之一,并于2021年实现盈利。Flexport业务一路向好,也越来越受到硅谷的关注。自公司成立以来,如同集邮般收集了一大票头部机构为其投资,包括Founders Fund、谷歌风投、a16z、MSD Partners、软银愿景基金等,还有Shopify、顺丰等企业豪掷千金。2022年初,完成E轮融资的Flexport估值80亿美元,Ryan本人的身价也已超过11亿美元。Flexport界面 | 图源:Flexport03两个月内两次“拯救世界”Ryan不避讳自己的门外汉身份。他直言,做这家公司的前两年都不明白“货运代理”是什么意思,刚创业的时候频频遭到行业里的大公司嘲笑。不过,Ryan并不介意这些反对的声音,相反,他很乐意在公众面前树立自己的“叛逆耿直boy”人设。疫情爆发以来,更是通过一系列操作疯狂刷脸。2021年底,由于疫情和温哥华港口洪水,日本麦当劳遭遇薯条供应危机,门店不得不限量供应,并声明努力在12月31日前恢复供应。日本人民度过了一周没有薯条的生活后,12月29日,Ryan若无其事地发了一条推特:“Flexport刚刚签约派了3架装满土豆的波音747飞往日本,帮助解决薯条短缺。”此后便神隐了,没有提供合作的具体信息,也没有回应媒体的询问,仿佛武林高手,事了拂衣去,只剩千里送土豆的传说在江湖流传。在拯救日本人民之前,同样是在推特上,Ryan已经凭一己之力拯救了全球人民的圣诞节。2021年下半年以来,美国港口严重拥堵,最大港口之一长滩港船舶排队、货柜堵塞,随着年末假日季的临近,拥堵情况有增无减。Ryan在一次实地考察后发了十余条推特,详述了自己的见闻和解决方案。这一系列推文发出后,Coinbase CEO Brian Armstrong等政商界大佬纷纷评论转发表示关注,电视台新闻节目邀请Ryan出镜介绍长滩港情况。随着关注话题的人越来越多,加州州长Gavin Newsom终于现身,拨通了Ryan的电话,后续调整了部分政策。州长回应一出,全民轰动,解决供应链危机Ryan Petersen居功至伟。一位彭博社的专栏作家甚至说,Ryan的一系列推文是“拯救了圣诞节的推特风暴”。事实上,我们知道,美国港口到今天仍在拥堵,加州政府也并未采纳Ryan的政策建议,但这并不影响Ryan本人在网络世界成为航运界的救星。不是人人都喜欢Ryan Petersen的高调作风,一些业内人士认为他常常把问题想得太简单,出圈破格的行为也让一些惯于低调行事的行业老兵感到不爽,指责他是靠作秀获得关注。不过无论如何,Ryan已经达到了自己的目的:尽管Flexport还是一家成长中的公司,它已经在公众心中树立起行业领导者的形象,哪怕是批评Ryan的人也不得不承认,“他能做到很多高管做不到的事”。和刚创业时一样,Ryan Petersen不担心批评和嘲笑的声音。他说,我要让他们继续相信我是个疯子,这样他们就想不起来和我竞争。这个刚过不惑之年的创业者,好像拿了大男主剧本,憋着一口气要整合全球货运链条,和整个行业暗中较劲。Ryan能否撼动全球货运行业?我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617632595,"gmtCreate":1654243422019,"gmtModify":1704859182481,"author":{"id":"111641715953910","authorId":"111641715953910","name":"暴力唐老鸭","avatar":"https://static.tigerbbs.com/23a6c8e5473ffbb3d09780f4815f25ec","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>裁员对公司是厉利好,预计盘中会把盘前跌的补回来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>裁员对公司是厉利好,预计盘中会把盘前跌的补回来","text":"$特斯拉(TSLA)$裁员对公司是厉利好,预计盘中会把盘前跌的补回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/617632595","isVote":1,"tweetType":1,"viewCount":4084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539563086273639","authorId":"3539563086273639","name":"小汤圆儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"想多了500见","text":"想多了500见","html":"想多了500见"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617925797,"gmtCreate":1654011662521,"gmtModify":1704858565953,"author":{"id":"111641715953910","authorId":"111641715953910","name":"暴力唐老鸭","avatar":"https://static.tigerbbs.com/23a6c8e5473ffbb3d09780f4815f25ec","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"非常好","listText":"非常好","text":"非常好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617925797","repostId":"617048112","repostType":1,"repost":{"id":617048112,"gmtCreate":1653979063143,"gmtModify":1704858423228,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"从英伟达/AMD到迈威尔科技,数据中心芯片成业绩胜负手?","htmlText":"导读:近期芯片巨头们都纷纷发布了业绩,本篇我们聚焦几大芯片巨头本季度的业绩,来看看本季度业绩背后的行业趋势。前期,因为奥密克戎的广泛传播,欧美进一步放开,伴随进一步回归线下,疫情受益的电子产品销售放缓,并且在40年最高通胀的影响之下,可选消费集体承压,电子产品,包括电视、电脑、智能手机需求不断放缓,因此市场对于芯片巨头们的业绩也非常担忧,股价走势较弱,费城半导体指数今年以来最大跌幅超过30%,可谓惨烈。从龙头股的走势来看,两大YYDS龙头英伟达与AMD距离股价高点的回撤都在50%左右,PC销售疲弱、游戏需求放缓等不断打击着市场的信心,而最终从披露的业绩来看,芯片巨头们的业绩并未如市场预期的脆弱,业绩韧劲非常强,甚至超越市场预期,这背后的核心在于万物数字化的大浪潮之下,芯片巨头们的业绩更加的多元化了,东边不亮西边亮,这样带来的直接结果就是巨头们的业绩更加平滑了。虽然疫情带来的红利看似在消退,核心点是部分深度受益于疫情隔离的品种业绩不及预期,包括peloton、docusign、zoom等,实际上数字化加速的趋势仍在持续,尤其是B端的数字化,云计算正在从方方面面重构B端的生态,几乎成为各个巨头的兵家兵争之地。根据相关机构的统计数据显示,过去的2021年迎来了又一个关键性的节点,那就是数据中心超过移动市场,成为最大的内存和存储市场(此前,2012年移动市场超越PC市场,成为最大的内存和存储市场)。前不久美光科技CEO Mehrotra也表示,数据中心已经取代移动设备成为2021年最大的内存和存储市场。Mehrotra还表示,在截至3月3日的美光2022财年第二季度,由于其DRAM和SSD产品组合的强劲需求,数据中心收入同比增长超过60%。美光预计,本财年剩余时间数据中心SSD收入将继续强劲增长。可以看到,在万物互联及数字化不断加速的大浪潮之下,越来越多的生活及工业化场景线上迁移,","listText":"导读:近期芯片巨头们都纷纷发布了业绩,本篇我们聚焦几大芯片巨头本季度的业绩,来看看本季度业绩背后的行业趋势。前期,因为奥密克戎的广泛传播,欧美进一步放开,伴随进一步回归线下,疫情受益的电子产品销售放缓,并且在40年最高通胀的影响之下,可选消费集体承压,电子产品,包括电视、电脑、智能手机需求不断放缓,因此市场对于芯片巨头们的业绩也非常担忧,股价走势较弱,费城半导体指数今年以来最大跌幅超过30%,可谓惨烈。从龙头股的走势来看,两大YYDS龙头英伟达与AMD距离股价高点的回撤都在50%左右,PC销售疲弱、游戏需求放缓等不断打击着市场的信心,而最终从披露的业绩来看,芯片巨头们的业绩并未如市场预期的脆弱,业绩韧劲非常强,甚至超越市场预期,这背后的核心在于万物数字化的大浪潮之下,芯片巨头们的业绩更加的多元化了,东边不亮西边亮,这样带来的直接结果就是巨头们的业绩更加平滑了。虽然疫情带来的红利看似在消退,核心点是部分深度受益于疫情隔离的品种业绩不及预期,包括peloton、docusign、zoom等,实际上数字化加速的趋势仍在持续,尤其是B端的数字化,云计算正在从方方面面重构B端的生态,几乎成为各个巨头的兵家兵争之地。根据相关机构的统计数据显示,过去的2021年迎来了又一个关键性的节点,那就是数据中心超过移动市场,成为最大的内存和存储市场(此前,2012年移动市场超越PC市场,成为最大的内存和存储市场)。前不久美光科技CEO Mehrotra也表示,数据中心已经取代移动设备成为2021年最大的内存和存储市场。Mehrotra还表示,在截至3月3日的美光2022财年第二季度,由于其DRAM和SSD产品组合的强劲需求,数据中心收入同比增长超过60%。美光预计,本财年剩余时间数据中心SSD收入将继续强劲增长。可以看到,在万物互联及数字化不断加速的大浪潮之下,越来越多的生活及工业化场景线上迁移,","text":"导读:近期芯片巨头们都纷纷发布了业绩,本篇我们聚焦几大芯片巨头本季度的业绩,来看看本季度业绩背后的行业趋势。前期,因为奥密克戎的广泛传播,欧美进一步放开,伴随进一步回归线下,疫情受益的电子产品销售放缓,并且在40年最高通胀的影响之下,可选消费集体承压,电子产品,包括电视、电脑、智能手机需求不断放缓,因此市场对于芯片巨头们的业绩也非常担忧,股价走势较弱,费城半导体指数今年以来最大跌幅超过30%,可谓惨烈。从龙头股的走势来看,两大YYDS龙头英伟达与AMD距离股价高点的回撤都在50%左右,PC销售疲弱、游戏需求放缓等不断打击着市场的信心,而最终从披露的业绩来看,芯片巨头们的业绩并未如市场预期的脆弱,业绩韧劲非常强,甚至超越市场预期,这背后的核心在于万物数字化的大浪潮之下,芯片巨头们的业绩更加的多元化了,东边不亮西边亮,这样带来的直接结果就是巨头们的业绩更加平滑了。虽然疫情带来的红利看似在消退,核心点是部分深度受益于疫情隔离的品种业绩不及预期,包括peloton、docusign、zoom等,实际上数字化加速的趋势仍在持续,尤其是B端的数字化,云计算正在从方方面面重构B端的生态,几乎成为各个巨头的兵家兵争之地。根据相关机构的统计数据显示,过去的2021年迎来了又一个关键性的节点,那就是数据中心超过移动市场,成为最大的内存和存储市场(此前,2012年移动市场超越PC市场,成为最大的内存和存储市场)。前不久美光科技CEO 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