2192
10最近在琢磨着一个很有意思的叙事。不管是地缘政治、话语权、注意力资本市场，还是估值，甚至是发债，都是耐力赛，耐力赛不比爆发力，比的是谁能把“非常态”改写成“新常态”。
欢迎大家订阅《发现叙事》substack：wenli.substack.com；本期播客大部分内容都是从这儿来的：
本期提到的延伸阅读：
1. 彭博社的深度报道《Businessweek | Bloomberg New Economy — China’s Global Network of Shipping Ports Is Too Big for Trump to Unravel》
2. Isaac Kardon (孔适海)
3. 纽森的访谈：
- WELKER: Part of your tactic is to imitate some of what we see from online from President Trump. Do you risk normalizing that behavior?
NEWSOM: Quite the contrary. The whole expression was to not allow it to be normalized. It was becoming normalized. He's dressing up as the Pope! As Superman. It's madness. And so I put a mirror up to that madness.
4. 那张有趣的估值归类图：
5. OpenAI 财务总监视频：
6. 金融时报的文章：www.ft.com
