新官场 · 166K views
倪岳峰卸任河北省委书记 政治前景转向低走
分析认为倪岳峰去向大概率走下坡路并提早无缘2027年高层格局，反映出最高层对地方经济治理的极度不满与官场派系制衡。
Browse video & podcast summaries
新官场 · 312.3K views
智囊刘鹤操盘中国经济 打造东升西降政策底层逻辑
刘鹤通过危机比较研究为最高层提供经济理论支撑，其操盘的供给侧改革与贸易谈判深刻塑造了近年来中国经济与大国博弈格局。
Sequoia Capital · 56.4K views
Fireworks CEO Says Post-Training Cuts Enterprise AI Costs Up to 90%
Startups and incumbents must transition from frontier APIs to proprietary post-trained models after reaching product-market fit to prevent catastrophic inference costs and build defensible moats against UI cloning.
Sequoia Capital · 19.4K views
Clay CEO Flips SaaS Rules to Build $1B Lead Software Platform
Clay Co-Founder Kareem Amin proves that defying traditional software norms—charging for usage over seats and building for technical power users—drives faster enterprise growth than conventional founder playbooks.
Sequoia Capital · 31.8K views
Chai Discovery Models Boost AI Antibody Hit Rate to 16%
Chai Discovery relies on massive compute scaling and streamlined architecture to collapse biological design timelines from nine months to nine days.
Sequoia Capital · 52.6K views
Kalshi Beats CFTC in Court to Secure 95% US Prediction Market Share
Betting the company on a high-stakes federal lawsuit proved to be the single decision that allowed Kalshi to survive regulatory blockade and dominate American event contracts.
Sequoia Capital · 33.6K views
Core Automation Founders Abandon Transformers to Build Self-Improving AGI
Standard transformer architectures have hit a scaling ceiling because they lack test-time adaptation, requiring an automated research lab focused on custom GPU kernels to discover a self-improving alternative.
Sequoia Capital · 60.5K views
Sequoia's Huang Urges AI Startups to Own Model Weights Over APIs
Open-weight models combined with domain-specific fine-tuning now outperform closed frontier APIs while lowering long-term compute costs and platform risk.
Sequoia Capital · 41.9K views
Factory Chief Predicts 90% of Coding AI Will Run Without Humans
Matan Grinberg argues open-weight models will capture most software development traffic as enterprise engineering shifts to asynchronous 'dark factories.'
硅谷101播客 · 13.6K views
苏度科技推进仿真训练 预测具身智能重回分层架构
由于真实世界缺乏遥操作数据集，机器人行业将在2026年下半年摒弃纯黑盒端到端大模型，重新回归上下分层架构与软硬件协同路线。
硅谷101播客 · 25.4K views
陈天桥旗下Apodex预判半年内跑通AI自我进化
AI自我提高的终极瓶颈在于缺乏科学品味与自我验证能力，导致模型在多轮迭代中发生递归漂移。
硅谷101播客 · 6.4K views
美国资本控制英超近半数球队 深度重塑全球足球产业链
美资不仅通过杠杆收购与体育地产模式掌控欧洲豪门，更借由掌控版权分销、商业运营及底层融资通道，将传统足球改造为高度金融化的美式商业体育资产。
硅谷101播客 · 20K views
黄东旭张宏江指Agent推动AI范式转移为工程化落地
本地开源模型搭配顶尖大模型的组合打破高昂Token成本瓶颈，智能涌现与A2A网络正在加速AGI奇点临近。
硅谷101播客 · 8.5K views
Meta与谷歌争抢前媒体人 打造“内容工程师”调教AI
大模型底层能力日益趋同，决定用户留存的关键正从参数规模转向由前新闻人拆解并量化的语感、共情与表达品味。
硅谷101播客 · 51.4K views
月之暗面发布Kimi K3冲击硅谷闭源商业模式
中国开放权重模型的快速崛起主要源于架构与算法效率的突破而非蒸馏，并将通过压低智能成本彻底重塑闭源AI实验室与推理基础设施的价值分配。
TBPN · 378 views
Iovine Says Streaming Business Model Nears Obsolete Without Social Tools
Music industry veteran Jimmy Iovine warns that platforms like Spotify and Apple Music will become obsolete unless they integrate social tools directly connecting artists with fans.
TBPN · 669 views
SpaceX Enters Energy Market to Boost AI Data Center Power Supply
SpaceX is building a Texas foundry to manufacture natural gas turbine components in-house, aiming to bypass an oligopoly-driven supply bottleneck and accelerate data center deployments by up to 18 months.
十字路口Crossing · 85 views
前抖音负责人创业打造数美万物 发布2048级AI 3D大模型
3D大模型的核心战场已转向实体制造，必须通过自动化拆件与供应链打通实现生产级直出。
Koji杨远骋at十字路口 · 18 views
前抖音负责人任利锋进军3D大模型 数美万物完成近千万美元融资
任利锋认为通用大模型无法直接替代工业实体制造，数美万物通过自研3D通用大模型与软硬件管线切入制造与创客市场。
Loud in New York 唠点扭腰嗑
纽约单身族弃用约会软件 转战跑步俱乐部与线下社群
线上匹配效率低下与频繁遭遇逃单骗局促使年轻群体转向真实场景寻找真诚关系。
a16z · 6K views
Moderna Phase 3 Melanoma Trial Meets All Primary Endpoints
Combining personalized mRNA vaccines with Keytruda cuts cancer recurrence risk by half and prevents distant metastasis by solving intracellular T-cell targeting.
屠龙之术 · 6 views
庄明浩晒76张图表：中美科技巨头AI资本支出将创纪录
美国六大科技巨头预计2026年AI资本支出突破1.13万亿美元，但随着开源模型低价冲击“斩杀线”与商业化毛利率逆转，行业将面临现金流断裂与重组风险。
The Compound · 8 views
Warsh Backs AI Capex Surge as IGV Rallies Off Bottoms
Broadening profit margins across the non-tech S&P 493 and massive capital deployment show the U.S. economy can sustain rising bond yields without triggering a recession.
课代表立正 · 282 views
高通创投周楠：AI共识窗口期已压缩至三个月内
投资者必须在共识形成前提前下注，否则只能承担高估值并面临极大被侵蚀的风险。