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商业WHY酱

杨轩轩轩

在信息爆炸、快速变化的世界,跟随 36 氪主编杨轩的视角,选取不容错过的商业事件,聊点以不变应万变的本质逻辑。

PublishesTwice monthlyEpisodes71Founded4 years ago
Language
ZH-CN
Number of ListenersCategory
Business

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Artwork for 商业WHY酱

Latest Episodes

如果让你今天就去某家餐馆,让老板进一箱酒——不是代销,是花钱买;不是明天后天,而是必须今天达成——你会怎么干?

这是光良酒创始人赵小普提给我们的一个问题(答案在本期节目里)。

这是意料之外的一期节目。有一天我们的消费线作者说,有家白酒公司老板刚好来北京,要不要一起聊聊。一聊之下,发现他们全力做了7年线下渠道,对线下的认知非常深刻。

而所谓对线下的认知,就藏在“怎么今天让这家餐馆老板进一箱货”的具体问题里。

到如今,线下是一块儿很多新消费公司缺失的拼图,也是目前消费公司、乃至美团、京东开始... more

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这次想跟大家聊聊今年的港股消费股热潮。

“热”体现在两方面:

一方面是消费股上市的大开闸,淤堵了很久的消费品公司今年纷纷上市,已经上的已经有十多家,后面排队的更多,2025年可以看做是过去七八年新消费投资的一份答卷。

另一方面,是明星消费股上涨得非常多,比如蜜雪相比上市首日上涨了2倍。泡泡玛特相比年初上涨三四倍了;老铺黄金更是上涨了惊人的13倍。然而今天股市上的宠儿,跟最开始一级市场追逐的公司,是有一些错位的。这份答卷上的答案,很多人是答错了的。

在这样一个时点,本期《商业why酱》邀请... more

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几乎毫无疑问,AI agent会进入千行百业,改造千行百业。

当然,“AI agent”这个词也可以换成“互联网+”、“数字化”、“Saas”,这句话几乎是十年前的翻版。

十年后,AI agent的故事又起来了。《商业why酱》今年第3期节目,创新工场的汪华老师一个令人激动的发现: 随着今年AI基座模型能力的大幅提升,垂类领域的AI agent,从用户满意度、到付费表现,都有指数级飙升。

不过,汪华老师说的,基本都是硅谷AI agent的故事。

硅谷的to B服务诞生了很多赚钱的公司,但... more

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这是《外卖史上最激昂24小时:2亿天量订单的诞生|深氪》一文下的最高赞评论。

7月第一个周六,在宣布要撒500亿补贴给即时零售业务“淘宝闪购”后仅3天,阿里发起了订单量冲锋。当天下午,美团匆匆惊起迎战——中国电商老大aka血条满级王者的全力入局,让2025年即时零售大战的戏码从“京东打美团”,走到第二幕“阿里打美团”;这一天的行业单量也从平常日均1亿拉到2亿,成了中国外卖史上订单量最高的一天。

直到下一个周六,这个纪录再次被打破。美团、阿里、京东三家的订单量由第一个周六的约2亿单,冲到2.5... more

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Reviews

3.4 out of 5 stars from 732 ratings
  • 很好的节目

    能获取很多行业内的信息 主持人问的问题也都是我很好奇的

    Apple Podcasts
    5
    黄少天啊啊啊啊啊
    Chinaa month ago
  • 录音设备

    太小声了 有气无力的样子 听的真的有点难受

    Apple Podcasts
    3
    ccwshhhh1234567890
    United States2 months ago
  • 錄音質量很差

    錄音質量和編稿都是聲動活潑裡最差的

    Apple Podcasts
    1
    JoeJoeLoh
    United States3 months ago
  • 发音

    有点听不清 主持人可以清下嗓子吗?

    Apple Podcasts
    1
    c c x x x x x x x x x
    China6 months ago
  • 主持人拉爆

    主持人真的太拉了,太多口水词,讲话有气无力,听着真累,在对谈中忽略了观众的存在

    Apple Podcasts
    1
    哪你能不能
    China6 months ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#60
China/Business
Apple Podcasts
#66
Hong Kong/Business
Apple Podcasts
#229
New Zealand/Business
Apple Podcasts
#237
Singapore/Business

Audience Metrics

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1. What's Next|科技早知道
2. 商业就是这样
3. 疯投圈
4. 声东击西
5. 声动早咖啡

How many episodes of 商业WHY酱 are there?

商业WHY酱 launched 4 years ago and published 71 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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