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硅谷声研所

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是一个专注于关注海外科技、营销、投资的电台 在这里,我们将来自硅谷顶级的英文博客与访谈声译为中文音。包括Lenny‘s | A16z| The Logan Bartlett Show|Y Combinator等 内容聚焦AI前沿、经营组织、新互联网时代管理办法,将第一手的全球智慧,转化为您可以随时随地收听的中文音频。 如果你是时间有限、精力宝贵的创业者、投资人和企业管理者,期待你加入我们一起:与世界思维同步🌍

PublishesDailyEpisodes36Founded2 months ago
Language
ZH-CN
Number of ListenersCategory
Technology

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Latest Episodes

本期视频翻译自20VC,我们讨论了

1. 英伟达以200亿美元收购Groq巩固AI芯片霸权,Meta以25亿美元收购Manus争夺AI应用入口,OpenAI以46%收入的股权激励疯狂留人,标志着AI军备竞赛进入白热化。

2. 优质公司宁愿保持私有(如Stripe、Databricks),公开市场吸引力持续下降,而半导体投资呈现“赢家通吃”局面,传统风投面临重新洗牌。

3. AI正从工具演变为24h全天候智能伴侣,智能硬件(如AI笔)将成为新交互入口,人类与AI的共生关系将在1-2年内重塑工... more

AMD(超威半导体)董事会主席兼首席执行官Dr. Lisa Su是半导体行业的领军人物,自2014年起担任AMD CEO,带领公司实现技术突破与市场复苏。她拥有麻省理工学院电气工程博士学位,在半导体设计与战略发展方面拥有深厚经验,尤其在推动AI、高性能计算和PC市场创新方面备受瞩目。

本期播客讨论内容介绍:

本期播客采访于2026年国际消费电子展(CES)期间进行,Lisa Su与主持人深入探讨:

• AMD 最新发布的 Helios 系统 与 MI 455X 芯片(全球首款2纳米制程... more

本期博客翻译自NVIDIA CES 2026活动

来源:FULL CES 2026 EVENT: NVIDIA CEO Reveals Physical AI and Autonomous Robots Changing Industries | AI14

黄仁勋揭示突破性的实体人工智能、自主机器人以及正在改变世界的工业自动化。从Omniverse和Isaac Sim到Cosmos基础模型,NVIDIA展示了AI如何从屏幕走向现实世界的工厂、机器人技术和制造系统。

本期博客内容整理:

... more

本期播客为英文版,翻译自张小珺的访谈

听听Manus被收购前,Manus联合创始人兼首席科学家-季逸超聊了些什么?

本期内容:这期播客《张小俊商业访谈录》邀请了manus联合创始人及首席科学家季超(Peak),录制于2025年12月1日。在节目录制后不久,Meta宣布全资收购Minus,使这期节目成为Minus被收购前的最后一次深度访谈。

一、Peak:一个“幸运”的连续创业者

• 家里有矿(知识+商业):爸是北大物理教授(科学家思维),妈是中关村老创业者(商业嗅觉)。他自己是“... more

听Databricks和Glean CEO拆解企业AI落地真相

本期博客翻译自Youtube知名博客Bg2 Pod:AI Enterprise - Databricks & Glean | BG2 Guest Interview

一、嘉宾介绍

• Ali Ghodsi: Databricks 联合创始人兼 CEO。Databricks 是领先的数据与人工智能平台公司。

• Arvind Jain: Glean 联合创始人兼 CEO。Glean 是企业级人工智能搜索与知识平台。

... more

本期博客翻译自A16Z:Big Ideas 2026 Voice Agents and High-Stakes Trust

一、讨论内容

本期播客聚焦2026年AI三大核心发展趋势,解析技术落地场景、挑战与未来机遇:

• 趋势一:语音助手成为“AI员工”

语音AI从概念演示转向企业规模化部署,在医疗(患者沟通、术后随访)、金融(合规流程)、招聘(即时面试)等受监管领域快速渗透,可靠性、合规性与可追踪性成为核心竞争力。

• 趋势二:医疗健康进入“持续监测”时代

“健康小鼠”群体(主动... more

🥳各位新年好!

本期博客翻译自Latent Space

本期讨论:如何让“Vibe coding”与公司的AI工程的交叉展开,探讨了AI对传统软件开发模式的冲击、AI agent协作未来的趋势,以及AI工具的进化如何重塑程序员角色。本期嘉宾还结合了自身经历与行业案例,分析当前“为什么资深工程师与管理者对AI工具有抵触心理?”,强调“与AI协作”而非“对抗”的必要性,并预测未来:代码的工厂化生产与Agent协同的工作模式即将落地。

本期嘉宾:介史蒂夫·耶格(Steve Yegge),资深技... more

2025年,消费级AI市场呈现显著变化:OpenAI(ChatGPT)和谷歌(Gemini)成为主导力量,模型质量与产品细节共同决定用户粘性,市场逐渐向“赢家通吃”趋势发展。A16Z团队围绕2025年关键进展、用户行为变化及2026年展望展开深入讨论。

一、市场竞争格局:ChatGPT领先,Gemini加速追赶

• 用户集中度高:仅9%的消费者为多个LLM产品(如ChatGPT、Gemini、Claude、Cursor)付费;多数用户(超90%)仅使用单一产品。

• ChatGPT主... more

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