Agora Research FM
Sophia ZhangFocus on the trends that matter. Debate. Decode. Decide. Agora Research is dedicated to uncovering the fundamental resonance between technology and capital. We provide deep tracking of the industry cycles and investment Alpha across AI infrastructure, LLMs, and frontier deep tech. For exclusive written reports and debriefs, follow us on Substack: agoraresearch.substack.com Inquiries & Guest Pitche... more
| Publishes | Monthly | Episodes | 3 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | BusinessInvesting | ||
Listen to this Podcast
Latest Episodes
01 ClaudeCode崛起与营收爆发式增长
00:56 欢迎嘉宾BillSun，探讨Anthropic如何凭借Claude 3.5和ClaudeCode在真实编程场景中建立显著领先优势。
01:31 营收指引大幅上调：预计2026年达到约180亿美元，2027年达到550亿美元，有望在5年内走完Salesforce长达25年的发展路径。
02:12 Anthropic早期与OpenAI定位相似，但自Claude 3.5 Sonnet发布后，其在真实编程领域的优势令竞争对手难以企及。
more
一、序：软件吞噬世界，模型吃掉软件
00:04 软件本身不重要，行业深度与服务价值决定一切
00:43 模型开始吃掉软件，SaaS护城河何在？
01:14 AI agent 绕过UI直接操作后台，传统席位收费模式崩塌
01:45 嘉宾介绍：AI native ERP资深研发者王禹程、硅谷投资人王亮等
02:39 模型能力被低估，To B SaaS（Salesforce/ServiceNow等）二级市场受重创
二、SaaS 估值的重置：当 AI 打破了“确定性”的增长预期 ... more
一、序：软件吞噬世界，模型吃掉软件
00:04 软件本身不重要，行业深度与服务价值决定一切
00:43 模型开始吃掉软件，SaaS护城河何在？
01:14 AI agent 绕过UI直接操作后台，传统席位收费模式崩塌
01:45 嘉宾介绍：AI native ERP资深研发者王禹程、硅谷投资人王亮等
02:39 模型能力被低估，To B SaaS（Salesforce/ServiceNow等）二级市场受重创
二、SaaS 估值的重置：当 AI 打破了“确定性”的增长预期 ... more
🟢 Part 1 AI驱动存储超级周期：供需矛盾与技术跃迁
00:01:03 AI时代的「数据通胀」，让每块SSD都成了AI的「记忆宫殿」。
00:02:28 存储行业周期性强，买方市场议价权「杠杠的」！
00:05:19 AI与数据中心需求猛增，明年占比要从30%蹿升到50%？
00:06:59 行业面临300层以上3D NAND技术的成本效益挑战。
00:08:02 行业纪律性大增，但洁净室短缺成了发展的硬约束。
00:09:58 未来三年新增产能无望？厂商负债累累，扩产困难。... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #199 |  Hong Kong/Business/Investing |
Top Investing Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About Agora Research FM
Where can I find podcast stats for Agora Research FM?
Rephonic provides a wide range of podcast stats for Agora Research FM. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Agora Research FM and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Agora Research FM get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Agora Research FM, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Agora Research FM?
Rephonic provides comprehensive predictive audience data for Agora Research FM, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Agora Research FM have?
To see how many followers or subscribers Agora Research FM has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
How many episodes of Agora Research FM are there?
Agora Research FM launched 3 months ago and published 3 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Agora Research FM?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Agora Research FM?
Rephonic pulls ratings and reviews for Agora Research FM from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Agora Research FM?
Rephonic provides full transcripts for episodes of Agora Research FM. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.