小P美股
小P总是觉得美股资讯太枯燥？财报太难懂？欢迎来到《小P美股》。 我是小P，这里没有晦涩的金融术语，只有听得懂的人话。我会把华尔街发生的大事，翻译成和你钱包有关的小事。不管是科技巨头的神仙打架，还是突发事件的吃瓜解读，我都嚼碎了喂给你。上下班路上 15 分钟，让你跟上市场节奏，投资路上不孤单。 本节目内容仅供娱乐和教育参考，不构成任何投资建议。股市有风险，入市需谨慎。
| Publishes | Daily | Episodes | 11 | Founded | a month ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | InvestingBusiness | ||
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Latest Episodes
DrivenData: Genesis Mission 的“众包智力蜂巢”
在美国能源部 (DOE) 的 Genesis Mission 合作机构中，DrivenData 是最独特的“去中心化算法创新引擎”：它不直接制造硬件或训练单一的大模型，而是构建了一个“以竞赛为核心的开放科学平台”。通过将能源部面临的最棘手科学难题（如气候模型校准、卫星图像中的甲烷泄漏检测）转化为公开的数据竞赛，它能够瞬间动员全球数万名顶尖的数据科学家和算法工程师进行“饱和式攻关”。它为 Genesis Mission ... more
Radical AI: Genesis Mission 的“原子级造物主”
在美国能源部 (DOE) 的 Genesis Mission 合作机构中，Radical AI 是最神秘且硬核的“AI 驱动的材料炼金术士”：它不生成文本或图像，而是生成物理物质。由“材料基因组计划”奠基人 Dr. Gerbrand Ceder 坐镇技术核心，Radical AI 构建了闭环的“自动驾驶实验室 (Self-Driving Lab)”——利用生成式 AI 进行逆向设计，并指挥机器人全天候进行合成与测试。它... more
黄金 $4500？白银$75? 铜 $12000？
如果你踏空了第一波，千万别错过 2026 年的第二波。小P 连夜复盘，挖出了实物资产狂潮中的四个隐形冠军。它们不是黄金，但比黄金更稀缺；它们不是铜，但 2nm 芯片和 AI 没它不行。钌、铂、铱、钯——这几个生僻字，可能就是你未来五年跑赢通胀的关键密码。这期播客，我们只聊下一个是谁
Groq: Genesis Mission 的“LPU 瞬时推理”先锋
在 Genesis Mission 的极速赛道中，Groq 是最激进的“挑战物理极限的推理特种兵”：它彻底摒弃了英伟达定义的 GPU+HBM（高带宽内存）架构，而是另起炉灶发明了 LPU (Language Processing Unit)。通过将内存直接集成在芯片上（SRAM）并采用确定性计算架构，它消除了数据传输的外部瓶颈，实现了每秒数百 Token 的恐怖生成速度。它让 AI 不再是需要“转圈等待”的机器，而是变成了... more
Accenture: Genesis Mission 的“企业级 AI 落地总设计师”
在美国能源部(DOE)及整个 AI 创世纪的版图中，Accenture 是不可或缺的“连接前沿技术与商业实战的最后一公里”代表：它不生产底层的 GPU 芯片，也不训练通用的基础大模型，而是扮演了**“AI 炼油厂”**的角色。通过与 NVIDIA 成立专属商业事业部并投入 30 亿美元构建 AI 生态，它帮助传统行业的巨头们重新设计业务流程，将购买的昂贵算力与复杂算法真正转化为生产力，填补了“拥有 AI 技... more
Palantir: Genesis Mission 的“AI 实战操作系统”
在美国能源部(DOE)宣布的 Genesis Mission 合作机构中，Palantir 是最独特的“将 AI 转化为行动的实战操作系统”代表：它不满足于做静止的数据仓库或单纯的聊天机器人，而是通过 AIP (Artificial Intelligence Platform) 和独有的本体论 (Ontology) 架构，将孤立的传感器数据、供应链物流与大模型逻辑实时打通。它为复杂的科学工程提供了一个**“决策指挥中... more
Anthropic: Genesis Mission 的“宪法级 AI 安全”守护者
在美国能源部(DOE)宣布的 Genesis Mission 合作机构中，Anthropic 是最核心的“安全优先的通用智能”代表：它不盲目追求黑盒式的参数扩张或单纯的响应速度，而是首创了“宪法 AI (Constitutional AI)”与深度可解释性研究，将人类价值观植入模型底层。它为高风险的科学探索（如生物安全、核能模拟）提供了一个可被监督、不易产生幻觉的“理性副驾驶”，确保强大的 AI 能力始终在人... more
AMD: Genesis Mission 的“全栈异构”挑战者
在美国能源部(DOE)宣布的 Genesis Mission 合作版图中，AMD 是唯一的“拥有 CPU+GPU 全栈优势的开放计算”巨头：它不走封闭的‘围墙花园’路线，而是通过整合 EPYC 处理器与 Instinct 加速器的异构算力，并坚持 ROCm 的开源软件生态，为科研界提供打破英伟达垄断的“第二选择”，从而驱动全球最顶尖的超级计算机（如 El Capitan）突破算力天花板，确保关键科学计算的供应链多元化。
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