尊重常识，尊重时间。
当一位 AI 行业大 V 认为留存率不那么重要，可以扫进历史的垃圾堆，并且阴阳老登投资人们因循守旧的时候，
你就知道 AI 的泡沫到底有多大了。🌚
如果我是投资人，只要不 fomo， 我也不会投。ARR 的闹剧还没结束，Retention 的梗又出现了。
从 PC 到移动，
从 to C 到 to B，
从 prosumer 到 consumer，
生老病死衣食住行吃喝玩乐喜怒哀乐 ，
三百六十行从来没听说过任何成功的生意不需要看留存率（复购率、续费率）的。
BY AI探索指南
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
Secure video calling is in high demand. As an alternative to Zoom, many people are using end-to-end encrypted apps such as WhatsApp, FaceTime or Signal to speak to friends and family face-to-face since coronavirus lockdowns started to take place across the world. There’s another option—secure communications app Telegram just added video calling to its feature set, available on both iOS and Android. The new feature is also super secure—like Signal and WhatsApp and unlike Zoom (yet), video calls will be end-to-end encrypted.
telegram from us