AI每周谈
AI每周谈【通勤路上】就听AI每周谈！ 周一看懂AI变化，周四解读商业逻辑。
| Publishes | Twice weekly | Episodes | 84 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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大家台风天注意安全呀！
本期我们聊聊谷歌最新财报：搜索广告和Google Cloud继续增长，季度自由现金流却首次转负；接近2000亿美元的AI资本支出，正让这家互联网“印钞机”变得越来越重。
主线之外，上周还有三条消息：Kimi K3上线后遭遇算力紧张；美国增加AI科研投入；ChatGPT Health开始连接个人健康记录。
欢迎大家收藏我们在网易云音乐的通勤歌单： more
点击添加【AI每周谈】小助手
播客用户也可以在微信搜索【四维逻辑】，关注后回复【听友群】，即可添加小助手加入听友通知群
这期我们从WAIC现场的咖啡机器人出发，讨论AI投资的三个问题：好技术能否成为好生意，好生意能否长成好公司，好公司是否处在好价格。
产业需求、公司经营与股票价格是三个不同问题。技术先进不等于客户愿意持续付费，收入增长也不代表能够形成利润和现金流；即使公司足够优秀，过高估值仍可能透支未来。对于担心被AI影响的白领，投资可以成为长期风险管理的一部分，但不能因为焦虑和FOMO追逐... more
点击添加【AI每周谈】小助手
播客用户也可以在微信搜索【四维逻辑】，关注后回复【听友群】，即可添加小助手加入听友通知群
WAIC 2026有哪些真正值得关注的产品和趋势？本期《AI每周谈》带你复盘上海世界人工智能大会现场，重点解析华为Atlas 950超节点、阿里云Agentic Cloud、具身智能机器人和AI4S。为什么今年没有横空出世的爆款，反而说明AI正在接近大规模落地？我们还会讨论Agent按结果收费、机器人商业化、AI药物发现，以及Kimi K3带来的“小型DeepSeek时刻”... more
点击购买【存储产业全景图谱（个人版）】
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播客用户也可以在微信搜索【四维逻辑】，关注后回复【闭门会】，即可添加小助手了解闭门会相关信息。
这期聊聊美光。相比守住HBM咽喉的海力士和试图重回王座的三星，美光的独特价值在于它既是AI供应链中不可缺少的第三家HBM供应商，也是美国重建先进内存制造能力的重要支点。这期从英睿达退出消费市场讲起，回顾美光如何熬过行业淘汰、收购日本尔必达，顺带聊一聊美光的长期客户协议和美国扩产计划。美光未必需要成为第一，它更像美国AI产业的一... more
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哎哟，不错哦。少强调一下付费话题就更好啦！
Apple Podcasts5@1112@.Chinaa month ago - 废话太多
废话太多
Apple Podcasts16啊舞台剧China2 months ago - 自创的音乐是把哪位音乐大佬蒸馏了?
给一个夯👍
Apple Podcasts5cxx998China2 months ago
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Apple Podcasts | #12 | China/News |
Apple Podcasts | #53 |  Hong Kong/News |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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| Household Income | Social Media Reach | ||||
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AI每周谈 launched 8 months ago and published 84 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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