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🧢 “To Dad, Love A.I.” – Fathers’ D’AI. Gucci’s Ozempic perfume. Big Concrete’s IPO.
2025/6/25
The Best One Yet
J
Jack
与Ramsey Network或Ramsey Solutions相关的个人，具体信息不详。
N
Nick
通过创意和专业服务，在节日季节赚取额外收入的专家。
Nick：美国最大的水泥公司Amrise在纽约证券交易所上市，该公司拥有110亿美元的收入和10亿美元的利润，价值300亿美元。水泥是现代生活的基础，而人工智能的发展对数据中心的需求激增，进而推动了水泥行业的发展。水泥是本地化业务，Amrise通过收购遍布全美。
Jack：水泥不应被视为普通商品，即使是水泥也可以通过品牌化来提高价格。Amrise通过环保品牌、回收品牌和气候适应品牌等差异化策略，成功地将水泥打造成具有高利润的产品。无能的人才会认为水泥是普通商品。
Deep Dive
The biggest cement company in America just went public, and its success challenges the traditional notion of commodities. Amrise's IPO reveals that even in the cement industry, branding and quality perception can drive higher prices and profitability.
- Amrise, America's largest cement company, had its IPO.
- Cement is the most used substance after water.
- Amrise uses branding to differentiate itself and command higher prices despite cement's commodity-like nature.
- The company's success shows that commodities only exist in the mind of the inept.
Shownotes Transcript