上半集侃着雷布斯和马斯克的大山（回顾直达《雷布斯与马斯克的共识》），下半集挤掉水分，简单粗暴的来看这场未来盛宴中，小韭菜应该以何种思路寻找投资机会。文字内容摘要直达 - 《是共识还是收割？》节目highlight：01:44 像拆车一样，如果我们也拆一个机器人，拆完能看出来它的产业链吗？07:19 除了产业链上的核心技术之外，投资逻辑中很重要的是现在可以规模化量产的部分，这才是实打实的前期资本投入的回收项目10:00 阿呆的“小抄笔记”，比起马一龙的故事，二级市场关注的是技术相对成熟可以规模化量产产生效益的环节，这些部分占机器人70%的成本。本期播客中的任何内容，仅供参考，不代表任何投资建议与承诺。关于节目：马桶时间 - 几个普通人在马桶上的一些思考，韭菜投资者的自我修养记录有任何关于节目的疑问、吐槽、建议和想法，欢迎联系我们：[email protected]
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