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AI每周谈

AI每周谈

【通勤路上】就听AI每周谈! 每周四,用30分钟听懂AI公司赌局,把握个人机会窗口。

PublishesTwice weeklyEpisodes103Foundeda year ago
Language
Chinese (Simplified)
Number of ListenersCategory
News

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Artwork for AI每周谈

Latest Episodes

英伟达在用风投的方式押注开源模型

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

感谢天翼云对本期节目的支持!

花卷聆记 AI 录音卡支持录音、实时转写与 AI 纪要,提供多方言识别、发言人区分及多端同步,并可与花卷慧办办公生态联动,适用于会议、访谈、调研等场景。

英伟达为什么花钱做模型,再把成果开放给别人用?我们熟悉它卖显卡的生意,却很少认真看过它的模型布局。

这期《AI每周谈》继续【LLM】系列,聊聊“模型领域的红杉”。我的理解是,英伟达在赌:它自研的多个... more

Kimi与智谱赌的是AI本身就是一个大生意

阿里和字节可以把模型能力带回云、电商、广告和内容里;Kimi 与智谱要回答的是另一个问题:没有大厂原有生意托底,AI 本身能不能养活一家公司?

Kimi 从长文本出圈,走到今天的 Kimi K3,持续押注代码、复杂任务和知识工作;智谱从企业项目起步,正在把 GLM 的能力收进 API 和开放平台。两家公司路径不同,但都在躲同一个坑:客户越多、团队越大,最后卖的却还是一轮轮定制交付。

这期我们不只聊 Kimi、月之暗面、智谱和 GLM 的模型能力,... more

聊聊市场目前的一些误判与机会

最近一些AI行业公司的股价出现了明显的下跌。我们希望借CoreWeave聊一聊市场目前的金融结构。适合希望理解市场波动的朋友。我们会沿着最近的一些市场反应,拆解其中的逻辑,也聊聊“做时间的朋友”需要什么条件。

日进一步,cheers~

本节目及相关内容归 AI每周谈 所有。未经授权,不得转载、搬运或用于商业用途。

本节目内容仅供信息分享与学习参考,不构成任何投资建议。

© 2026 AI每周谈。保留所有权利。

在小宇宙查看该单集文稿

阿里在赌供给侧,豆包在赌需求侧

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

这期是我们的第100期节目!从一台手机开始,AI每周谈已经走过442天啦。这一期,我们继续LLM系列,把阿里巴巴的千问(Qwen)与字节跳动的豆包放在一起,聊聊它们的赌局。

千问赌的是:开发者用我的模型做生意,我就有机会赚到背后的算力钱。豆包赌的是:普通人习惯先找我,我就能掌握需求,参与后面的消费和决策。

围绕大模型商业化、开源生态、阿里云与个人AI Agent,我们讨论两条路线的... more

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Reviews

3.9 out of 5 stars from 32 ratings
  • 新话题内容

    付费节目在哪里?

    Apple Podcasts
    5
    yanny_x
    China2 months ago
  • !

    哎哟,不错哦。少强调一下付费话题就更好啦!

    Apple Podcasts
    5
    @1112@.
    China5 months ago
  • 废话太多

    废话太多

    Apple Podcasts
    1
    6啊舞台剧
    China5 months ago
  • 废话太多了

    听了几分钟还没开始

    Apple Podcasts
    1
    zjzj0327
    Japan5 months ago
  • 自创的音乐是把哪位音乐大佬蒸馏了?

    给一个夯👍

    Apple Podcasts
    5
    cxx998
    China5 months ago

Chart Rankings

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Apple Podcasts
#21
China/News
Apple Podcasts
#120
Hong Kong/News

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1. AI炼金术
2. 知行小酒馆
3. 声动早咖啡
4. 人民公园说AI
5. What's Next|科技早知道

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AI每周谈 launched a year ago and published 103 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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