
我们是一档有关商业认知和乐趣的对谈播客。 由商业媒体《窄播》出品,通过对话1000个一线从业者,讨论消费、互联网、出海和 AI 等行业的代表性公司、产业、案例。
| Publishes | Monthly | Episodes | 42 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

本期是我们出海系列节目的第一期,聚焦的是被蒙牛收购的冰淇淋品牌艾雪(Aice)在东南亚是如何崛起的。
艾雪在中文互联网有好多标签。第一,它是蒙牛创始人牛根生带领曾经的老部下以及部分国内经销商,在印尼复制的一个非常成功的冰淇淋品牌;第二,他们出海的时间非常早,从 2015 年就开始在印尼启动了,本地化团队包括经销商网络非常强,类似OV系在东南亚的渗透率;第三,2024 年,艾雪的年营收就超过30亿人民币,在印尼的市占率超过 30% ;第四,以印尼为根据地,艾雪又向东南亚其他国家扩散了好多个市场,... more
这一期我们要聊的话题是餐饮消费、投资和加盟,以及如何评估赚钱机会。
分享嘉宾是苗苗,她本来是一级市场投资人,投过文娱和餐饮,就职过美团龙珠等头部机构,也自己开过咖啡店,现在做餐饮的单店投资,今年夏天还在综艺节目《一饭封神》做过录制嘉宾和节目顾问。
关于餐饮,苗苗有很多自己的观察和总结,比如如何判断一家网红餐厅是否有投资价值,如何判断一个突然走红的餐饮品牌或品类是不是一阵风,如何基于餐饮的板块周期轮动、南水北调、供需关系来选择好的单店投资标的。当然,这些判断都跟一个底层判断——中国餐饮没有长期... more
本期我们会从即时零售这十年的角度,复盘一下今年的外卖大战,我们邀请到的嘉宾是饿了么的43号员工立勋。
立勋在饿了么一手组建了蜂鸟配送体系,也深度参与过饿了么、美团当年激烈的外卖大战。离开饿了么之后,他自己又创业做了即时零售,所以他在自己的个人公众号开玩笑称自己是即时零售第一人。
这一期播客,立勋会从他对于即时零售本质的理解,这十年的演进变化,以及关键人物如何成为今年夏天外卖大战的催化剂等等角度,来给我们解读一下他眼中的外卖大战和即时零售大战。
简单来说,立勋认为,今年夏天的外卖大战不仅仅是... more
本期我们要聊的话题是正在得到资本、消费者更多关注的AI玩具。
我们在《窄播》公众号上发布了AI玩具的系列文章之后,AI玩具行业迎来了更多融资消息。在文章中已经提及的跃然创新完成的2亿元A轮融资之外,Ropet背后的公司萌友智能完成了数千万元A1轮融资;美团前副总裁包塔创立的奇点灵智完成了数千万元天使轮融资;芙崽背后的公司珞博智能则完成了数千万元的天使+轮融资。其中,红杉中国更是同时参与了跃然创新和珞博智能的融资。
《狂奔一年,AI玩具们找到了自己的路|封面》
市场层面,一部分用户已经开始将... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #155 |
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窄播一下 launched 2 years ago and published 42 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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