AI每周谈
AI每周谈普通人的AI指南。 周一分享全球AI进展，周四解读AI背后商业逻辑。
| Publishes | Twice weekly | Episodes | 56 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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通勤路上就听【AI每周谈】！这里是每周一周四更新的【AI每周谈】。
这期周报的主线是AI正在替代员工，而且第一次，被替代的是造出AI的那群人。
微软向8000多名资深员工发出自愿离职邀请，51年历史上头一遭。同一天Meta宣布5月20日裁掉10%员工，约8000人，还冻结6000个岗位。更值得警惕的是，Meta打算在员工电脑上装追踪软件，用操作数据训练AI——员工同时扮演裁员候选人和替代自己的AI的训练素材。两家公司做的是同一道题：把人力预算挪进数据中心。微软全年资本支出超千亿美元，Meta... more
这是我们美股七巨头（Mag 7）系列的第3期！
通勤路上就听【AI每周谈】！这里是每周一周四更新的【AI每周谈】
让我们一起，看见世界、看见未来
三年前 Bard 演示翻车那天，市场把谷歌判了死刑：柯达时刻、反应迟钝、臃肿巨头。三年后回头看，那天是整个资本市场最大规模的一次集体误判。这期节目我想聊两件事：互联网时代那套打法为什么在 AI 时代失效，以及谷歌到底在赌什么。
过去二十五年奖励速度、敏捷、轻资产、网络效应——Uber 用别人的车、Airbnb 用别人的房、字节美团踩在现成基础设... more
通勤路上就听【AI每周谈】！这里是每周一周四更新的【AI每周谈】。
感谢【阿里巴巴】支持本期节目！
过去三年 AI 都在屏幕里。这一周它第一次同时在物理世界、制度世界、经济世界留下脚印。北京亦庄的人形机器人跑完半程马拉松只用了 50 分 26 秒，比人类冠军快了 17 分钟，一年前这件事还需要 2 小时 40 分，还得有人领跑。特斯拉 AI5 芯片流片，对标英伟达 Blackwell，专门给人形机器人和自动驾驶造的。Claude Opus 4.7 的视觉能力从 54.5% 冲到接近满分，小红... more
这是我们美股七巨头（Mag 7）系列的第2期！节目中特斯拉的PE使用的是5-year average。
通勤路上就听【AI每周谈】！这里是每周一周四更新的【AI每周谈】
让我们一起，看见世界、看见未来
这期是Mag7系列第二集，聊聊特斯拉。
特斯拉是七家里处境最撕裂的一家：汽车主业2025年交付量跌了8.6%，但储能业务用13%的营收贡献了23%的利润，悄悄托着公司的盈利底线。
真正值得看的是它在押注什么。特斯拉在用全球几百万辆车的真实路况数据，训练一个理解物理世界的基础模型。道路是训... more
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Apple Podcasts | #33 | China/News |
Apple Podcasts | #82 |  Hong Kong/News |
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AI每周谈 launched 5 months ago and published 56 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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