董指导研究
董指导深度研究，才能聊好话题。 主播董指导，曾任远川研究所所长，拥有十余年的投研经验。
| Publishes | Twice monthly | Episodes | 25 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Category | Technology |
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前段时间我参加了一场雪球和易方达组织的活动，做了一些分享，也主持了一个对谈。嘉宾有不少干货，非常推荐一听。
也欢迎大家关注易方达小伙伴的播客 茶水间经济学
本期嘉宾
门捷列夫学徒，雪球人气用户，硬科技 / 半导体 / 创新药深度跟踪投资者
王浩然，易方达指数研究与发展部科技负责人
主持人
董指导，《英伟达之道》译者，播客《董指导研究》主理人，曾任远川研究所所长
时间戳
01:59 🔍投资组合也有年龄：投AI的偏"小登"追求高弹性，但小登里还能再分——有人龙头求胜率，有人黑马博赔... more
对谈嘉宾是一位从业35年左右的IT老兵，金勇杰。
他现任锦江集团运维部负责人，经历了多个行业数字化转型工作，涉及旅游业、金融业、会展服务业、酒店业等七八余个行业。历经国企、民企、外企、合资等企业类型，同时亦有创业经历。多次作为职业空降兵担任民企/国企/500强外企的IT管理者岗位。
金勇杰自喻是“最不像IT的IT人”，最近也发布了一系列思考文章，提了不少观点，比如IT人是最不应该被裁员等，在圈内引起广泛讨论。
因此，我们也有了两小时的对谈，聊聊IT、AI等话题。
时间线
01:24 我... more
每一个时代，都有自己独特的社交方式。
记得读小学的时候，大家都会订阅许多杂志，笔友就成为陌生人社交里的重要途径；随后就是去网吧玩QQ，看着头像闪动而激动地敲击键盘；移动互联网时代就不用多提。
那问题来了，AI时代，社交会发生变化吗？AI社交，会是什么样子呢？我们准备好迎接这些变化了吗？
带着这些问题，我和《以鹅传鹅FM》串台，也邀请了两位嘉宾，从人文、商业、科技等多个角度探讨了这个话题。
【嘉宾】
王秀宁，《以鹅传鹅FM》主持人；
姜宇辉，华东师范大学政治与国际关系学院教授，技术哲学... more
回溯历史来看，人类文明是螺旋式前进。战争，一次次拖拽人类文明后退、或产生波动、冲击；而科技发展、创新，则是永恒不变的向前的牵引力。
所以，对于我个人而言，我更愿意把精力用来思考科技发展，而不是吹水无法预测的战争。
最近的科技大动作，就是GTC大会。英伟达讲述了AI的变化、也对未来做了指引、预测。所以，GTC大会之后，我作为 嘉宾，参加了易方达《茶水间经济学》的播客节目，一起聊聊英伟达的生态野心、Openclaw如何让智能体活起来，以及Token经济学下的投资新逻辑。
推荐大家收听。也一定会... more
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Apple Podcasts | #186 | China/Technology |
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