Skip to content

Latest podcast knowledge.

New episodes processed by Podwise, ready to search, skim and continue in the full app.

Just summarized

Read what each episode covers before you press play.

AI Engineer

Why AI Won't Replace Stock Pickers - Jack Woodruff, Candlestick & Vinoo Ganesh, Kepler

AI summary Fundamental investing in the age of AI centers on the synergy between human judgment and machine efficiency. While AI can automate data processing and preparation—potentially reducing tasks that once took hours to minutes—it does not replace the necessity of deep, proprietary…

  • Fundamental investing
  • Alpha
  • Long-short equity

19 minEnglishSummary · Transcript

Silicon Valley Vector 硅谷坐标

硅谷坐标 × FundaAI 周默：深度拆解科技巨头 Q3 财报｜AI 投资进入验证期

AI summary 三季度美股科技财报显示，AI 产业链正经历从算力驱动向需求与 ROI 导向的博弈转型。市场对前沿模型公司（如 Anthropic）的收入增速与资本支出（CAPEX）差距拉大表示担忧，推理算力占比的下降削弱了 “算力限制增长” 的逻辑。云巨头（Azure、AWS、GCP）虽业绩加速，但其增长高度依赖 AI 算力租赁，且面临供应链涨价与 ROI 验证的压力。尽管个人智能体（Personal Agent）被视为潜在的千亿级增长点，但高昂的推理成本与商业化节奏限制了其短期爆发力。当前 AI…

  • AI (人工智能)
  • CSP (云服务提供商)
  • TPU (张量处理单元)

ChineseSummary · Transcript

財報狗 - 掌握台股美股時事議題

577.【財經時事放大鏡】AI命犯桃花 x 成材趨勢觀察

AI summary 黃仁勳醜聞引發市場對 AI 產業的擔憂，衝擊 NVIDIA 股價並對台灣供應鏈造成潛在風險。台積電透過入股 OpenAI 與 Anthropic，試圖直接掌握終端需求以緩解供應鏈長鞭效應。儘管 CoreWeave 財報顯示 GPU 需求強勁，但電力與監管許可已成為基礎設施擴張的主要瓶頸，恐導致產能建設遞延。此外，先進封裝與 CPO 技術規格演進迅速，促使半導體上下游建立更緊密的資料共享機制，以應對市場快速變化的挑戰。

  • 黃仁勳
  • OpenAI
  • Anthropic

30 minTraditional ChineseSummary · Transcript

Thoughts on the Market

From AI to Air-Conditioning: The Power Boom in Asia

AI summary The global electrification super cycle is expanding far beyond AI-driven data centers, with global electricity demand projected to reach 36 trillion units by 2030—15% higher than market consensus. While AI agents and semiconductor manufacturing remain critical drivers, they…

  • Electrification Super Cycle
  • Hyperscalers
  • AI Agents

00:04:32EnglishSummary · Transcript

王剑每日观察Kim's Observation

黄仁勋辞职 英伟达震荡爆发/中共纪念孙中山冥诞意图夺嫡？/中国流行共享儿女/王剑每日观察/20261112

AI summary 英伟达首席执行官黄仁勋因婚外情及间谍风波辞职，引发市场对其高度集权管理模式及未来治理能力的深度忧虑。中共高调纪念孙中山诞辰，试图通过确立 “继承者” 身份为对台统战构建法理逻辑，遭到台湾陆委会驳斥。同时，中国人口老龄化背景下兴起的 “共享儿女” 有偿养老服务，折射出家庭养老功能弱化与政府公共服务缺位的社会困境。节目还分析了美国大选民调、中东产油国产量恢复、美以伊朗政策分歧、马来西亚对台立场澄清、星盾卫星服务限制及台湾设立主权财富基金等国际时政动态，揭示了全球地缘政治与经济环境的复杂变局。

  • 英伟达
  • 黄仁勋
  • 星盾

ChineseSummary · Transcript

More new episodes

All English Chinese
  1. Peter Welinder (OpenAI) & Gustav Söderström (Spotify) | The decade ahead in AI | Sana AI Summit 2023

    Sana

    Summary38 min
  2. In Machines We Trust: I Was There When... Robots Learned to Run

    MIT Technology Review Narrated

    Summary16 min
  3. Rocky Duan: from OpenAI to Covariant and building foundation models for robotic automation

    The Robot Brains Podcast

    Summary57:02
  4. MIT’s Pulkit Agrawal - Artificial Intelligence: Friend or Foe?

    Do More - Today

    Summary58 min
  5. Ep 9: Open AI VP of Product Peter Welinder on OpenAI’s Strategy and AI’s Future

    Unsupervised Learning with Jacob Effron

    Summary00:50:11
  6. Scaling Multi-Modal Generative AI with Luke Zettlemoyer - 650

    The TWIML AI Podcast with Sam Charrington

    Summary46 min
  7. Digital Twins, Generative AI and the Metaverse

    Bernard Marr's Future of Business & Technology Podcast

    Summary35 min
  8. Unlocking the Power of AI in Gaming with Unity’s Marc Whitten

    FYI - For Your Innovation

    Summary0:43:15
  9. Next Unicorns: Empowering robots to think for themselves via AI with Covariant's Peter Chen | E1796

    This Week in Startups

    Summary49 min
  10. The future of AI Chat: Foundation models and responsible innovation

    Stanford University School of Engineering

    Summary37 min
  11. #147 Yilun Du: AI Debates, Reinforcement Learning, & The Power of Generative Models

    Eye On A.I.

    Summary55:05
  12. 118. “My God, This Is a Transformative Power”

    People I (Mostly) Admire

    Summary00:43:36
  13. #159 Peter Chen: Building the AI-Driven Future of Robotics

    Eye On A.I.

    Summary51:29
  14. Babbage: Fei-Fei Li on how to really think about the future of AI

    Economist Podcasts

    Summary38:58
  15. ep18 - Naomi Ehrich Leonard, Part I: Geometric Control on Lie Groups, Underwater Vehicles and Collective Motion, Coordination in Animal Groups, Decision Making in Honeybees and Bifurcation Theory

    inControl

    Summary1 h 7 min
  16. An AI Leader’s Human-Centered Approach To Artificial Intelligence

    Science Friday

    Summary00:23:42
  17. Fei-Fei Li and a Humane Approach to AI

    On with Kara Swisher

    Summary1 h 1 min
  18. Live on Stage: Reid Hoffman and Fei-Fei Li

    Uncanny Valley | WIRED

    Summary33 min
  19. Fei-Fei Li: The Godmother of AI

    Clear+Vivid with Alan Alda

    Summary00:42:34
  20. Cynthia Breazeal: Her Robots Have Warmth!

    Clear+Vivid with Alan Alda

    Summary00:40:06
  21. Decoding The Evolution of AI in Robotics with Sergey Levine

    Eye on AI

    Summary43 min
  22. Shaping the World of Robotics with Chelsea Finn

    Gradient Dissent: Conversations on AI

    Summary53:46
  23. Best of: How do you build a better robot? By understanding people.

    Stanford University School of Engineering

    Summary27 min
  24. The Rise of the Machines: John Etchemendy and Fei-Fei Li on Our AI Future | Uncommon Knowledge | Peter Robinson | Hoover Institution

    Uncommon Knowledge

    Summary1 h 0 min
  25. Our Future with Robots w/ Daniela Rus

    Talk Nerdy with Cara Santa Maria

    Summary1 h 0 min
Podwise

Summaries for every new episode.

Follow your shows in Podwise and read each new episode before you decide to listen.

Start for free Find more in Podwise