矽谷咖啡館 Silicon Cafe
熊與法蘭克與安豬🎙️ 主持：Frank x 安豬 x 熊 三位高中死黨的西雅圖x灣區工程師日常💻 從公司靠北事到科技圈大小事，拉張椅子喝杯咖啡，聽我們瞎扯談！ IG: siliconcafechat ⏰ 台灣週二｜美西週一 🎧 Spotify/YT/Apple Podcast同步放送
| Publishes | Weekly | Episodes | 63 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | CareersBusiness |
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今年夏天，全世界的目光都在美加墨三國的足球場上。但今年最耐人尋味的畫面，不是進球，是每一次進球之後——大家都先抬頭看大螢幕，等待VAR告訴我們：這球，算不算。
2026世足採取了一些四年前沒有的新科技，這集我們就一一探討，並且回顧這些科技引發的爭議，也聊聊我們主持人自己的看法。VAR介入的時機正確嗎？為什麼足球不引進挑戰機制呢？
一路上我們都提醒自己：不站隊、不下判決。科技解決了「越位差幾公分」這種事實問題，但它解決不了「這算不算犯規」的判斷問題。而這一切的對照組，是四十年前那顆沒有任何科技... more
這兩年科技巨頭拚命搶晶片、蓋機房，深怕算力不夠用，本月卻跌破眾人眼鏡傳出 Meta 準備出租算力，難道真的是「算力過剩」？經歷了科技股不太舒服的一週，本集我們將深入起底 Zuckerberg 瘋狂擴大資本支出背後的商業算盤。究竟 Meta 是想當單純的硬體房東，還是意在跨入高毛利的雲端巨頭（CSP）市場？單純的 GPU 租賃與微軟、Google 築起的身態系護城河又有何致命差異？企業為什麼寧可讓微軟雙向抽稅也不甘冒險？最後，我們也將為投資人拆解大科技股在折舊遞減後的潛在估值重估（Re-rate）... more
本集介紹：
2026 年，美國兩百五十歲。但今年最諷刺的畫面是這個國家連自己的生日要怎麼過，都吵到分成兩邊、各辦各的。
法蘭克和 Andrew 都是從台灣飛來、在矽谷落腳的工程師。當年下飛機那天，我們都以為自己加入的是「美國」。這集我們想問一個從沒問過自己的問題：我們移民的，到底是「哪一個」美國？我們借 Colin Woodard《American Nations》的框架當底層，聊聊為什麼「美國」從來不是一個國家，而是十一個彼此看不順眼的「分身」拼起來的：波士頓佬「大同世界」、紐約的重商主義... more
你有沒有發現，那個你天天在用的 AI，好像越來越容易撞到使用上限、有時候甚至越用越笨？這不是錯覺，而是 AI 產業的帳開始到期了。這集我們從外洩的 OpenAI 財報講起：光本業一年就虧掉約 210 億美金，行銷費用更燒掉營收的 44%，而同樣營收規模的 Google 當年只花 8%。接著我們拆解這場三方價格戰，告訴你為什麼真正把 token 價格往下踩的是 Google 的 Gemini、而不是大家以為的中國模型，以及 Amazon、Meta 內部那場「比誰燒最多 token」的荒謬排行榜是怎... more
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矽谷咖啡館 Silicon Cafe launched 6 months ago and published 63 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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