阿拉斯戴尔·G·M·奈恩的《推动市场的引擎：从铁路到互联网及未来的技术投资》（Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond）。读这本书时我有过好几次恍然大悟的 aha moment。虽然它主要是从投资者的角度来写的，……
*Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond* by Alasdair G. M. Nairn I’ve had a few aha moments while reading this book. Although it's primarily written from an investor's perspective,…
……84. 达娃·索贝尔的《经度》（Longitude） 85. 斯科特·罗森伯格的《代码梦境》（Dreaming in Code） 86. 《最后的维京人——罗尔德·阿蒙森传》（The Last Viking - A biography of Roald Amundsen） 87. 大卫·格兰的《赌注》（The Wager） 88. G·R·戈皮纳斯机长的《简易飞行》（Simply Fly） 89. 阿拉斯戴尔·G·M·奈恩的《推动市场的引擎》（Engines That Move Markets） 90. 色诺芬的《居鲁士的教育》（The Education of Cyrus） 91. 罗伯特·科拉姆的《博伊德：改变战争艺术的战斗机飞行员》（Boyd: The Fighter Pilot Who Changed the Art of War） 92. 朱利安·桑克顿的《地球尽头的疯人院》（Madhouse at the End of the Earth） 93. 如何……
…84. Longitude by Dava Sobel 85. Dreaming in Code by Scott Rosenberg 86. The Last Viking - A biography of Roald Amundsen 87. The Wager by David Grann 88. Simply Fly by Captain G. R. Gopinath 89. Engines That Move Markets by Alasdair G. M. Nairn 90. The Education of Cyrus by Xenophon 91. Boyd: The Fighter Pilot Who Changed the Art of War by Robert Coram 92. Madhouse at the End of the Earth by Julian Sancton 93. How…
……这是一本面向投资者、真正从大局审视这种效应的书（也就是说：技术和市场之间到底是什么关系？到底什么才管用？以前在这些情况下发生过什么？等等）：《推动市场的引擎》（Engines that Move Markets）。就这么独一份。关于投机和泡沫的书千千万……但关于真实市场、真实技术和真实投资的书有几本？……就一本。最接近的可能也就是《资本回报》（Capital Returns）和《资本……
…book aimed at investors that actually looks at this effect at large (i.e. what is the relationship between technology and markets? why actually works? what has happened in these situations before? etc.): Engines that Move Markets. One book. A million books about speculation and bubbles...but how many books about actual markets, actual technology, and actual investment...one. The closest is possibly Capital Returns and Capital…
……泡沫破裂时，行业龙头往往会给后起之秀让路。“当现金流出现问题时，所有规模最大、最成功的照明公司都经历了控制权更迭，”阿拉斯戴尔·奈恩在讲述19世纪末历史的《推动市场的引擎》（Engines That Move Markets）中写道。许多在早期垄断铁路、电报和电话的公司也迅速被取代。现在谁还记得美国电子领域的 Vulcatron……
…bubbles burst, leading firms often give way to upstarts. “The biggest and most successful lighting companies all experienced a change of control when cashflow became an issue,” wrote Alasdair Nairn in “Engines That Move Markets”, a history of the late 19th century. Many firms that dominated the early days of railways, the telegraph and the telephone were also quickly supplanted. Who now remembers Vulcatron, from America’s electronics…
……从我的角度来看，这类投资最大的疑问是，DeepSeek 的成果对这笔投资的实用性/效率究竟意味着什么？我一直想读一本很切合当下的书，叫《推动市场的引擎》（Engines That Move Markets）。大概会去图书馆借一本。
…biggest question on such investment from my POV, is what do the Deepseek results mean about the usefulness/efficiency of this investment? I've been meaning to read a relevant book to today's times called Engines That Move Markets. Will probably get it from the library.
阿拉斯戴尔·G·M·奈恩的《推动市场的引擎：从铁路到互联网及未来的技术投资》（Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond）。读这本书时我有过好几次恍然大悟的 aha moment。虽然它主要是从投资者的角度来写的，……
*Engines That Move Markets: Technology Investing from Railroads to the Internet and Beyond* by Alasdair G. M. Nairn I’ve had a few aha moments while reading this book. Although it's primarily written from an investor's perspective,…
……84. 达娃·索贝尔的《经度》（Longitude） 85. 斯科特·罗森伯格的《代码梦境》（Dreaming in Code） 86. 《最后的维京人——罗尔德·阿蒙森传》（The Last Viking - A biography of Roald Amundsen） 87. 大卫·格兰的《赌注》（The Wager） 88. G·R·戈皮纳斯机长的《简易飞行》（Simply Fly） 89. 阿拉斯戴尔·G·M·奈恩的《推动市场的引擎》（Engines That Move Markets） 90. 色诺芬的《居鲁士的教育》（The Education of Cyrus） 91. 罗伯特·科拉姆的《博伊德：改变战争艺术的战斗机飞行员》（Boyd: The Fighter Pilot Who Changed the Art of War） 92. 朱利安·桑克顿的《地球尽头的疯人院》（Madhouse at the End of the Earth） 93. 如何……
…84. Longitude by Dava Sobel 85. Dreaming in Code by Scott Rosenberg 86. The Last Viking - A biography of Roald Amundsen 87. The Wager by David Grann 88. Simply Fly by Captain G. R. Gopinath 89. Engines That Move Markets by Alasdair G. M. Nairn 90. The Education of Cyrus by Xenophon 91. Boyd: The Fighter Pilot Who Changed the Art of War by Robert Coram 92. Madhouse at the End of the Earth by Julian Sancton 93. How…
阿拉斯戴尔·奈恩的《推动市场的引擎》（Engines that move markets）
Engines that move markets by Alisdair Nairn
……这是一本面向投资者、真正从大局审视这种效应的书（也就是说：技术和市场之间到底是什么关系？到底什么才管用？以前在这些情况下发生过什么？等等）：《推动市场的引擎》（Engines that Move Markets）。就这么独一份。关于投机和泡沫的书千千万……但关于真实市场、真实技术和真实投资的书有几本？……就一本。最接近的可能也就是《资本回报》（Capital Returns）和《资本……
…book aimed at investors that actually looks at this effect at large (i.e. what is the relationship between technology and markets? why actually works? what has happened in these situations before? etc.): Engines that Move Markets. One book. A million books about speculation and bubbles...but how many books about actual markets, actual technology, and actual investment...one. The closest is possibly Capital Returns and Capital…
……泡沫破裂时，行业龙头往往会给后起之秀让路。“当现金流出现问题时，所有规模最大、最成功的照明公司都经历了控制权更迭，”阿拉斯戴尔·奈恩在讲述19世纪末历史的《推动市场的引擎》（Engines That Move Markets）中写道。许多在早期垄断铁路、电报和电话的公司也迅速被取代。现在谁还记得美国电子领域的 Vulcatron……
…bubbles burst, leading firms often give way to upstarts. “The biggest and most successful lighting companies all experienced a change of control when cashflow became an issue,” wrote Alasdair Nairn in “Engines That Move Markets”, a history of the late 19th century. Many firms that dominated the early days of railways, the telegraph and the telephone were also quickly supplanted. Who now remembers Vulcatron, from America’s electronics…
……从我的角度来看，这类投资最大的疑问是，DeepSeek 的成果对这笔投资的实用性/效率究竟意味着什么？我一直想读一本很切合当下的书，叫《推动市场的引擎》（Engines That Move Markets）。大概会去图书馆借一本。
…biggest question on such investment from my POV, is what do the Deepseek results mean about the usefulness/efficiency of this investment? I've been meaning to read a relevant book to today's times called Engines That Move Markets. Will probably get it from the library.