
2026 EP09
今天是 2026 年 3 月2日,距离我们发出第一期节目,刚好整整一年。
这一年,我们从 AI 陪伴玩具聊到国产芯片,从具身智能聊到资本市场。谢谢每一位听过我们节目的你。
一周年,我们想做一期特别的回顾。从刚刚过去的马年“赛博”春晚就能看出来,机器人完成了从扭秧歌到前空翻的进化,“智造未来”的歌词中体现的各种科技概念,从北斗卫星到置身4D。但热闹背后,具身智能是泡沫还是未来?AI Agent 到底能不能让我们变成‘一人公司’?连播客行业自己,也在视频化和 AI 的浪潮里... more
2026 EP08
当摩尔线程、沐曦等国产 GPU 企业密集上市,市值飙至数千亿,资本狂欢背后却伴随着 “营收微薄” 的争议 —— 这波芯片热潮是短期泡沫还是长期趋势?
本期我们从国产芯片的上市逻辑聊起,拆解 GPU、NPU、TPU 等主流芯片架构的差异,梳理芯片产业链的 “优势环节” 与 “卡脖子” 痛点,更深入探讨了芯片生态的核心价值:为何 CUDA 的百万开发者能成为护城河?国产芯片如何从 “兼容跟随” 到 “自主构建” 最小可行生态?政务、金融等垂直场景能否成为国产生态的突破口?
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2025EP07
京东突然“造车”、小米重投入、华为多模式合纵连横、阿里与字节轻量切入……为什么 2025 年会成为互联网大厂全面卷入新能源汽车赛道的关键节点?
本期我们讨论:京东为什么不是在“造车”,却狠狠搅动了市场?小米为什么一定要 All-in 全栈自研?智能驾驶是不是新能源车真正的灵魂?华为靠什么建立最完整的产业链?字节和阿里为什么选择不造车?
在这期节目中,我们从 商业模式、技术路径、供应链逻辑、智能驾驶趋势到未来行业格局 多维度拆解互联网大厂的汽车战事。
【Chapter Li... more
2025EP06
在阿里 26 周年之际官宣重大业务调整,高德地图切入到店消费市场,重磅推出了 “扫街榜”,主打”行为+行用“双模型,“用脚投票”,用AI重构线下服务的信用体系。
本期节目,我们讨论它能否成为中国版的 Google Map?“用脚投票”真的比“刷好评”更可信?为什么是高德而不是口碑或饿了么来做?在这期节目里,我们从 组织架构、产品逻辑、算法机制、隐私合规再到商业化与行业格局,全面拆解“扫街榜”背后的机会与挑战。
【Chapter List】
03:04 |为什么是高德?阿... more
2025EP05
Hello大家好,因为本职工作太忙导致姗姗来迟的一期节目。
本期节目,我们从全民健身日聊起,结合三位主播的亲身体验,深入探讨了健身房行业的演变:从传统大店到小型私教馆,从跑路风险到政策规范,再到乐刻等新式健身房的扩张逻辑,以及 AI+智能化对健身经济的未来影响。
健身不仅是一种生活方式,更是一门生意。
【Chapter List】
02:30 |主播的健身经历
06:24 |私教 vs 自练:健身房选择与坚持动机
14:10 |健身房细分化赛道百花齐放
28:... more
2025EP04
本期 PAI Talk 三位老朋友 Lynn、Gary 和 TB 继续上期外卖大战的延展话题,带来对「即时零售」这一万亿级别新风口的深度拆解。
我们从淘宝、美团、京东的用户体验切入,聊聊这个新兴业态背后的仓储模式、平台布局、消费者心智和 AI 技术支撑下的未来发展。即时零售,真的是新的蓝海,还是传统电商线下零售的重新切分?
【Chapter List】
02:02|外卖“三国杀”的当今战况
07:22|外卖大战变“闪购”大战,真实的战场——“即时零售”到底是什么?
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2025EP03
欢迎收听新一期的PAITALK!
“满20减15”“喝奶茶抽免单卡”…今天,你薅外卖羊毛了吗?
【Chapter List】
02:29 京东外卖初体验:羊毛好薅,配送难懂?
10:25 美团vs 京东:从财报分析舆论热点
28:36 京东一纸檄文入局外卖,意在何为?
44:14 饿了么加入混战,三家厮杀
51:57 算法会成为外卖里的核心技术壁垒吗
57:52 中国外卖模式出海还能打吗
01:04:40 Ending:谁是未来的一号位?
话外 - 最近大... more
2025EP02
上班上学不如上香,算命不如问AI?
【Chapter List】
00:00 AI算命现象引爆
02:32 本命年焦虑?年轻人对不确定性的焦虑与玄学依赖
07:53 信任黑盒:为什么AI算命永远“差点意思”?
11:03 从“人定胜天”到“数据定命”
24:51 可知论VS不可知论
36:39 巴纳姆陷阱
48:11 未来隐喻:现代人的心灵创可贴,命运掌握在自己手中










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