최신 팟캐스트 지식.

Podwise가 처리한 새 에피소드. 검색하고 훑어보고 앱에서 이어 보세요.

방금 요약됨

재생하기 전에 각 에피소드가 다루는 내용을 읽어보세요.

科技浪 Tech.wav11월 9일

EP161 - 美國掀起反 AI 浪潮！資料中心蓋不下去怎麽辦？

AI 요약 美國期中選舉民主黨大獲全勝，導致 AI 資料中心建置面臨嚴峻的政治與輿論挑戰。儘管資料中心對水電資源的影響常被誇大，且科技巨頭已承諾改善基礎設施，但大眾對 AI 帶來的失業與資安風險仍存有強烈負面觀感，使資料中心成為政治角力的核心。預計未來資料中心建置速度將放緩，迫使科技公司轉向海外或太空部署。此外，馬斯克因深度涉入政治，恐面臨國會調查與法規限制，增加特斯拉與 SpaceX 的營運風險。儘管短期內 AI 供應鏈受政治瓶頸衝擊，但 AI 技術產生的長期價值與算力需求基本面未變，半導體產業仍具備長期投資潛力。

期中選舉
資料中心
GPU

1 h 9 minTraditional Chinese요약 · 스크립트

The Pragmatic Engineer11월 5일

Scaling Slack and GitHub with Maude Lemaire

AI 요약 Scaling massive production systems requires balancing architectural constraints with product-driven performance needs. Maude Lemaire, a principal engineer with extensive experience at Slack and GitHub, highlights how early technical shortcuts—such as database sharding by team…

Refactoring at Scale
The Manager's Path
Flamework

1 h 19 minEnglish요약 · 스크립트

Stratechery11월 5일

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

AI 요약 Intuit CEO Sasan Goodarzi details the company’s strategic transition from a desktop software provider to an AI-driven financial intelligence platform. By leveraging AI to automate manual accounting tasks, Intuit aims to shift the profession toward high-value advisory services,…

Stratechery
Intuit
QuickBooks

00:55:16English요약 · 스크립트

No Priors: Artificial Intelligence | Technology | Startups11월 5일

Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO Vlad Tenev

AI 요약 Robinhood’s evolution into a global financial conglomerate centers on the mission of democratizing ownership to foster individual financial freedom and societal stability. By leveraging tokenization and the "Robinhood Chain," the platform provides global users with low-cost…

Prediction markets
Agentic trading
Tokenization

54 minEnglish요약 · 스크립트

Stratechery11월 9일

Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

AI 요약 Nvidia CEO Jensen Huang’s admission of an affair with a woman linked to Chinese intelligence has triggered an independent board investigation and intensified scrutiny of the company’s China operations. This scandal intersects with prior allegations from Culper Research, which…

Jensen Huang
Nvidia
Stratechery

00:15:17English요약 · 스크립트

看理想圆桌11월 10일

459. 周思成×张向荣：历史与现实的相似，不一定是真的相似

AI 요약 过去十年，历史写作经历了从传统学术向叙事性 “历史非虚构” 的转型，通过将历史思维 “外行内行化”，填补了专业研究与大众阅读间的鸿沟。写作重心从宏大叙事转向微观个体、女性视角及边缘声音，利用新材料与新视角重构历史认知。尽管历史与当下存在疏离感，但通过对权力逻辑、组织运作及社会变迁的细腻还原，历史写作在反思现实困境与构建时代记忆方面发挥了独特作用。未来历史研究将持续深耕晚近史料，在不断解构与批判中揭示历史的复杂性，为理解当下提供多元的思维参照。