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yuling's Substack Podcast

yuling yun

Dr. Yuling Yun reads IPO prospectuses the way most people read headlines — closely. Each episode unpacks a US listing, deal, or AI company through a US–China lens, separating what the filing actually says from what the market wants to believe. yulingyun.substack.com

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48 odcinków

  1. Residual Claimancy, Living Labour, and Capital’s Survival Instinct 20:28
  2. The New “BOT” Playbook in Embodied AI: Deconstructing Tutor Intelligence & The “Learning Paradox” 21:50
  3. The Bullfrog in the Well and Silicon Valley’s New Mirage: A Veteran VC’s Calm Reflection 27:07
  4. The $6.3 Billion Tremor: When State-Sponsored Cyber Armies Hit Finance, How Far Are We from “AI Hacker Swarms”? 25:24
  5. The $40 Billion Wake-Up Call: Why SpaceX’s Massive GPU Deal Spells Trouble for AI “Neoclouds” 21:02
  6. Inside Anthropic’s S-1: $16B in Revenue, an $80B Accounting Paradox, and 90 Pages of Existential Risk 21:32
  7. Meta’s $95 Billion Supercharge: How Mark Zuckerberg Is Financing the AI Arms Race Without Sacrificing Control 21:23
  8. The Hidden Towns Behind the AI Infrastructure Boom: Target Hospitality Deep Dive 23:30
  9. Beyond the Liver: Inside ADARx’s $400M IPO, AbbVie’s Dual Play, and the Ascent of Chinese Scientist-Founders 24:34
  10. Decoding the Oura IPO: Business Engine, AI Moat, and Capital Strategy of the Smart Ring Pioneer 24:25
  11. Fighting Fire with Fire: When Consumers Send AI Bots to Battle Corporate Customer Service 11:30
  12. Farewell, Sunkist Fruit Gems: Who Abandoned Our Beloved Candy? 21:49
  13. The AI Survivor’s Guide: From Physical Moats to the Premium of Human Accountability 21:41
  14. When the Algorithm Enters the Courtroom: Legora’s Hypergrowth and the Unraveling of the Legal Empire 22:26
  15. How To Listen the 5’20” Live Call? 21:14
  16. Buying Moldy Hotels: How Institutional Extortion and Algorithmic Due Diligence Power Wall Street’s New Gold Rush 21:45
  17. The $4 Billion Leap: What Vanguard’s Acquisition of Altruist Means for the Wealth-Tech Landscape 21:34
  18. The $12.9B Endgame: Vertical Integration, Broken Neutrality, and the True Cost of Extremes 17:14
  19. Beyond the 90% Valuation Reset: Why Sword Health Buying Headspace Signals the Rise of Healthcare Super-Platforms 22:44
  20. Industrial Resilience & The Cash Generation Machine: Inside Alliance Laundry (NYSE: ALH) 22:19
  21. Heavily investing in SpaceX and betting on space technology 2:35
  22. Nestlé Food Genie: A Nutritional Innovation Strategy Targeting GLP-1 1:04
  23. Behind the $12.5B Lakers Sale: The Super Tax Shield, Insurance Peril, and the Multidimensional Chess of Elite Capital 21:07
  24. Capital Efficiency & Strategic Timing: Unpacking American Healthcare REIT’s (AHR) $700M Forward Equity Offering 19:59
  25. Breaking the “Return Rate Curse”: What Whatnot’s $20B Valuation Reveals About the Divergent Endgames of Live Shopping in China and the US 15:10
  26. When Bundles Are Too Tight, Finance Ceases to Be “Engineering”: The Philosophy of Unbundling on Wall Street 15:24
  27. Post-mortem for an $11B Valuation: The Cold Math Behind Airtable’s Sale to Bending Spoons 24:09
  28. Decoding Attovia Therapeutics: Capital Structure, Strategic Vision, and the Investor Profile of a VC-Incubated Biotech 21:22
  29. When Selling the World Cup to Private Equity Triggers a Global Backlash: A Hard Lesson in Sports Governance 21:45
  30. When AI Giant Buys Astrology: Algorithms, Modern Priests, and the Sanctuary of the Modern Soul 17:33
  31. Mandatory Homework, Immortal Gods, and Body Horror: My Voyage Through Nolan’s The Odyssey 23:36
  32. From Reformation’s $1B IPO to a Designer’s Tragedy: Capital, Tech, and the Modern Retail Playbook 22:15
  33. Why a Thousand Toy Cars Beat a $3,000 Smart Mattress 21:23
  34. The Million-Dollar Leather Jacket and the Passing of the Torch: Why Jensen Huang’s Auction is a True Tech Innovation 18:24
  35. A Sub Above the Rest: Deconstructing Jersey Mike’s $12B IPO 20:15
  36. Csquare IPO Deep Dive: Brookfield's Capital Masterclass—A Premium Asset or a House of Cards? 22:14
  37. Bending Spoons: The $23 Billion “Digital Danaher” Taking Over Silicon Valley from Milan 20:46
  38. Prometheans of Tech, Keepers of the Flame in Fashion: A Masterclass on Time, Capital, and Human Desire 21:10
  39. Weaving Digital Context and Creative Control: Confessions of an AI Creative Director 13:12
  40. Saturday's Chief Sleep Officers 💤 0:07
  41. The “Inevitability” and Safety Redlines of Middle-Mile Drone Logistics: Reflections on Elroy Air’s SPAC Merger 14:56
  42. World Cup, Ranch Dressing, and the Loose Fit of American Abundance 20:49
  43. From the Red Clay to Wall Street: The Second Acts of Tennis Icons 18:38
  44. Flipping the Table Again: From Wendy's to Getty Images, the Evolution of Retail Short Squeezes in 2026 15:50
  45. Wall Street’s Frenzy and the Epicenter 220 Feet Underground 15:48
  46. Piercing the PIK Mist in DPC’s US IPO: Fundamental Strength vs. Wall Street’s Capital Rhythm 22:59
  47. Disruption or Delusion? The Underlying Capital Logic of Midjourney’s Radical Medical Pivot 22:59
  48. The Smartbird Paradox: Speculative Bubble or Brilliant Capital Leverage? 22:25