AI时代的产品经理手册
PM熊叔产品经理是一群打破规则创造规则的人。在这里，我们会讨论设计、体验、商业、技术、算法，一切认知将为你所用，“有价值没边界”即是我们规则。做最有质量的产品播客！
欢迎关注的，我的公众号：“PM熊叔”
| Publishes | Twice weekly | Episodes | 48 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | EducationTechnologyCourses |
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Latest Episodes
企业疯狂拥抱 AI，但现在问题来了：烧掉的 token，到底换来了什么？
从 Palantir CEO Alex Karp 的公开炮轰，到 Uber、微软、亚马逊、Meta 开始收紧 AI 使用预算，企业 AI 正在从“随便试”进入“算清账”的阶段。
这场变化背后，不只是 AI 成本失控，而是整个 SaaS 商业模式正在被 Agent 重新定价。传统 SaaS 靠“人头 × 席位 × 订阅费”收费，但当一个员工可以带多个 Agent 工作，席位费、调用量、结果付费和治理成本都会被重新谈判。
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2026 年 6 月 22 日，日本 AI 公司发布 "河豚" 大模型 Fugu Ultra，在真实代码修复榜单 SWE-Bench Pro 打到 73.7 分，超越 GPT-5.5（58.6）和 Claude Opus 4.8（69.2）。三大真相：这不是 "套壳"—— 是演化论的降维打击（TwiLL 稀疏架构 + AI Scientist + 达尔文 - 哥德尔机）一台昂贵的 "逆熵引擎"—— 在 Token 价格趋零的时代，抵抗幻觉的能力最贵主权 AI 崛起 —— 日本财阀用真金白银投票，... more
SpaceX 刚上市就干了票大的：用 600 亿美元股票收购 AI 编程神器 Cursor。SPCX 股价较 IPO 已涨 46%，市值飙到 2.5万亿——马斯克发现，涨出来的股票比现金好用。
各方面信息暗示："SpaceX 和 Tesla 合并，不是不可能。
我专门做了个开源skill：github.com/gold3bear/spcx-cha... 让Agent每天帮你盯住换股比例、特别委员会、Polymarket 概率， 输出一个明确动作：WATCH / FREEZE / ... more
SpaceX 以 SPCX 登陆纳斯达克后，市场最容易被首日涨幅、万亿估值、马斯克、太空 AI 和散户配售故事带着走。但真正重要的问题不是“公司伟不伟大”，而是：
谁在提供流动性？
谁在控制节奏？
谁在最后买单？
本播客用一套“全景分析框架”，拆解 SpaceX IPO 后散户真正要看的几层结构：
- 135 美元官方发行价、150 美元首日开盘价、160.95 美元收盘价，三者不能混看
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- 为什么估值... more
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AI时代的产品经理手册 launched 3 years ago and published 48 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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