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🥚 https://wansook.world Recent notes on 🥚 Quartz -- quartz.jzhao.xyz Bitcoin https://wansook.world/Entities/Bitcoin https://wansook.world/Entities/Bitcoin Sun, 05 Jul 2026 14:50:20 GMT Tesla https://wansook.world/Entities/Tesla https://wansook.world/Entities/Tesla Sun, 05 Jul 2026 14:46:28 GMT Amazon https://wansook.world/Entities/Amazon https://wansook.world/Entities/Amazon Sat, 04 Jul 2026 08:29:00 GMT Anthropic https://wansook.world/Entities/Anthropic https://wansook.world/Entities/Anthropic Sat, 04 Jul 2026 08:25:00 GMT 2026년 7월 4일 — 원화가 약한 게 아니라 달러가 강하다 https://wansook.world/Daily/2026-07-04 https://wansook.world/Daily/2026-07-04 Sat, 04 Jul 2026 08:20:00 GMT NVIDIA의 다음 분기는 칩 경쟁력이 아니라 하이퍼스케일러 capex가 결정한다 https://wansook.world/Insights/nvidia-growth-hostage-to-hyperscaler-capex https://wansook.world/Insights/nvidia-growth-hostage-to-hyperscaler-capex Sat, 04 Jul 2026 08:05:00 GMT capex cycle https://wansook.world/Concepts/capex-cycle https://wansook.world/Concepts/capex-cycle Sat, 04 Jul 2026 07:40:00 GMT 달러인덱스(DXY) https://wansook.world/Concepts/dollar-index https://wansook.world/Concepts/dollar-index Sat, 04 Jul 2026 07:40:00 GMT 한·미 금리차 https://wansook.world/Concepts/interest-rate-differential https://wansook.world/Concepts/interest-rate-differential Sat, 04 Jul 2026 07:38:00 GMT 원화 약세는 한국의 위기가 아니라 달러의 강세다 https://wansook.world/Insights/krw-weakness-is-dollar-strength-not-korea-crisis https://wansook.world/Insights/krw-weakness-is-dollar-strength-not-korea-crisis Sat, 04 Jul 2026 07:35:00 GMT NVIDIA https://wansook.world/Entities/NVIDIA https://wansook.world/Entities/NVIDIA Sat, 04 Jul 2026 07:05:00 GMT 구리 가격 계기판 https://wansook.world/Watch/copper https://wansook.world/Watch/copper Fri, 03 Jul 2026 16:50:00 GMT 금 가격 계기판 https://wansook.world/Watch/gold https://wansook.world/Watch/gold Fri, 03 Jul 2026 16:50:00 GMT 은 가격 계기판 https://wansook.world/Watch/silver https://wansook.world/Watch/silver Fri, 03 Jul 2026 16:50:00 GMT Physical AI https://wansook.world/Concepts/physical-ai https://wansook.world/Concepts/physical-ai Fri, 03 Jul 2026 16:20:00 GMT sim-to-real gap https://wansook.world/Concepts/sim-to-real-gap https://wansook.world/Concepts/sim-to-real-gap Fri, 03 Jul 2026 16:20:00 GMT 클라우드도 내 VM 속을 못 본다 — AWS SEV-SNP 전용 호스트 https://wansook.world/Artifacts/aws-amd-sev-snp-dedicated-hosts https://wansook.world/Artifacts/aws-amd-sev-snp-dedicated-hosts Fri, 03 Jul 2026 16:12:00 GMT 휴머노이드 회사 Agility, 빈 껍데기 회사와 합쳐 우회 상장 https://wansook.world/Artifacts/agility-robotics-spac-listing https://wansook.world/Artifacts/agility-robotics-spac-listing Fri, 03 Jul 2026 16:08:00 GMT Anthropic의 6월 — 성능 자랑을 넘어 남의 조직 안으로 https://wansook.world/Artifacts/anthropic-june-2026-enterprise-push https://wansook.world/Artifacts/anthropic-june-2026-enterprise-push Fri, 03 Jul 2026 15:49:00 GMT Cloudflare가 AI 크롤러에게 요금을 물리기 시작했다 https://wansook.world/Artifacts/cloudflare-ai-crawler-monetization https://wansook.world/Artifacts/cloudflare-ai-crawler-monetization Fri, 03 Jul 2026 15:42:00 GMT