一周三家排队IPO：你以为是AI赢了，其实是最早进场的钱，在最高点找接盘的人。

from Marisa Wu · AI Strategy · host Marisa Wu

这一周，SpaceX以1.77万亿敲钟、OpenAI递表8520亿、Anthropic排队9650亿，三家全球最贵私人公司一周内集体冲向公开市场。表面是“AI军备竞赛上市潮”，但放在同一张桌子上看，真相更冷：私募已托不住估值，最早进场、信息最全的钱正借公开市场有序离场，把风险交给普通人的账户。我的判断是——这一周不是AI在赢，是聪明钱在最高点找接盘的人。看清你站在牌桌哪一边，比看好不看好AI更重要。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jun 17, 2026

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一周三家排队IPO：你以为是AI赢了，其实是最早进场的钱，在最高点找接盘的人。

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