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美投讲美股

没有黄仁勋的英伟达，还能投资吗？

Resumo de IA 黄仁勋离开英伟达引发了对其长期投资价值的深度担忧。尽管英伟达短期产品路线图与供应链已锁定，业绩表现依然稳健，但黄仁勋作为核心灵魂人物，其对技术路线的前瞻判断、布局 CUDA 与 AI 的冒险魄力，以及维系供应商与客户的独特关系网，构成了公司难以替代的竞争壁垒。失去这位具备极强应变能力的 “船长”，英伟达在 AI 产业早期阶段面临护城河削弱、人才流失及决策失误的显著风险。鉴于长期不确定性大幅提升，英伟达的投资价值已大打折扣，投资者需重新评估持仓策略，以应对潜在的估值回调与竞争力下滑。

  • 黄仁勋
  • 英伟达
  • CUDA

ChineseResumo · Transcrição

The Dissenter

#1331 George Loewenstein - The Opposite of Happiness: How Bad Feelings Make and Break Us

Resumo de IA Psychic misery is an unavoidable byproduct of human evolution, as negative emotions serve as critical mechanisms for survival and reproduction. Rather than seeking constant happiness, humans are biologically designed to experience a range of negative states that drive behavior…

  • The Opposite of Happiness
  • The Theory of Moral Sentiments
  • Empathy gaps

01:14:48EnglishResumo · Transcrição

Global News Podcast

SpaceX makes history catching part of returning spacecraft

Resumo de IA SpaceX achieved a milestone in space travel by successfully capturing its reusable Starship rocket using mechanical arms, signaling a shift toward lower-cost orbital missions. Meanwhile, geopolitical tensions persist as Ukraine evaluates a potential NATO membership proposal…

  • Starship
  • NATO
  • Grand Theft Auto (GTA)

31 minEnglishResumo · Transcrição

Business English from All Ears English

BE 647: When Can You Say “I Have a Quick Question?”

Resumo de IA "I have a quick question" serves as a polite, time-conscious signal in professional settings, indicating that an inquiry is brief and unlikely to disrupt a meeting or workflow. While often used interchangeably with "I have a question," the former specifically manages…

  • All Ears English
  • Business English podcast
  • ESL (English as a Second Language)

17 minEnglishResumo · Transcrição

Y Combinator

The Rise Of AI Coworkers

Resumo de IA Grok Bot enables the creation of autonomous AI teammates that function as distinct employees with their own identities, tools, and credentials. By shifting from single-player chat interfaces to multiplayer agent swarms, organizations can automate complex, end-to-end business…

  • Grok Bot
  • Cursor
  • Pstack

EnglishResumo · Transcrição

晚点聊 LateTalk

187：对话 LiberAI 刘松铭：Astra来袭，00后物理AI创始人看到的胜率

Resumo de IA LiberAI 创始人刘松铭探讨了具身智能领域的创业逻辑与技术路径。面对通用大模型在感知与规划层面的冲击，LiberAI 采取 “硬件为模型服务” 的垂直整合策略，通过自研本体与数据手套采集高质量物理交互数据，构建差异化壁垒。刘松铭指出，互联网视频虽能提供认知先验，但缺乏动作执行的物理细节，必须通过手套数据补足动作 grounding。公司现阶段聚焦于标准化商业场景，通过 System 1…

  • 具身智能
  • 世界模型
  • VLA

2 h 10 minChineseResumo · Transcrição

Mais episódios novos

Todas Inglês Chinês
  1. Claude Skills explained: How to create reusable AI workflows

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo27 min
  2. “Cursor is a much better product manager than I ever was”: How this PM uses AI for PRDs, Jira tickets, and replying to coworkers | Dennis Yang (Chime)

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo50 min
  3. “Vibe analysis”: How Faire’s data team uses AI to investigate conversion drops, analyze experiment results, and convert raw data into executive-ready insights

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo1 h 3 min
  4. The complete beginner’s guide to coding with AI: from PRD to generating your very first lines of code

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo45 min
  5. How this CEO turned 25,000 hours of sales calls into a self-learning go-to-market engine | Matt Britton (Suzy)

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo43 min
  6. “PMs who use AI will replace those who don’t”: Google’s AI product lead on the new PM toolkit | Marily Nika

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo40 min
  7. How to get your whole team excited about AI (and actually using it) | Brian Greenbaum (product designer at Pendo)

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo48 min
  8. Zapier’s CEO shares his personal AI stack | Wade Foster

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo41 min
  9. Claude Code for product managers: research, writing, context libraries, custom to-do system, and more | Teresa Torres

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo43 min
  10. I gave Clawdbot (aka Moltbot) access to my computer, calendar, and emails: Here’s what happened

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo56 min
  11. How to build your own AI developer tools with Claude Code | CJ Hess (Tenex)

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo53 min
  12. “I haven’t written a single line of front-end code in 3 months”: How Notion’s design team uses Claude Code to prototype

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo52 min
  13. Mastering Midjourney: How to create consistent, beautiful brand imagery without complex prompts

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo50 min
  14. Code with Claude: The 5 biggest updates explained

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo12 min
  15. Spec-driven development: The AI engineering workflow at Notion | Ryan Nystrom

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo48 min
  16. How to design AI agent loops: schedules, goals, and subagents in Claude Code and Codex

    How I AI (private feed for hi.fangyuhan@icloud.com)

    Resumo29 min
  17. Daniel Ek, Spotify

    David Senra

    Resumo2 h 9 min
  18. How Brad Jacobs Built 8 Billion-Dollar Companies

    David Senra

    Resumo2 h 3 min
  19. Michael Dell, Dell Technologies

    David Senra

    Resumo1 h 31 min
  20. Todd Graves, Raising Cane's

    David Senra

    Resumo2 h 0 min
  21. Patrick O'Shaughnessy, Colossus & Positive Sum

    David Senra

    Resumo2 h 6 min
  22. Jimmy Iovine, Interscope Records & Beats by Dre

    David Senra

    Resumo2 h 8 min
  23. The Book of Elon with Eric Jorgenson

    David Senra

    Resumo1 h 50 min
  24. Ed Catmull, Co-founder of Pixar

    David Senra

    Resumo1 h 35 min
  25. Micky Malka, Founder of Ribbit Capital

    David Senra

    Resumo1 h 16 min
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