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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
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  2. Gavin Baker: SpaceX Might Be the Greatest Company of All Time

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  3. TML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox

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  5. AI on Campus: How Gen Z Is Redefining College with ChatGPT

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  6. The most successful AI company you’ve never heard of | Qasar Younis

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 24 min
  7. The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 17 min
  8. The art of influence: The single most important skill that AI can’t replace | Jessica Fain (Webflow, ex-Slack)

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 34 min
  9. An AI state of the union: We’ve passed the inflection point, dark factories are coming, and automation timelines | Simon Willison

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 40 min
  10. From skeptic to true believer: How OpenClaw changed my life | Claire Vo

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 47 min
  11. Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 23 min
  12. Head of Growth (Anthropic): “Claude is growing itself at this point” | Amol Avasare

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 53 min
  13. How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Claude Code)

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 26 min
  14. Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 35 min
  15. Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 27 min
  16. Snapchat CEO: Why distribution has become the most important moat | Evan Spiegel

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 10 min
  17. How to build a company that withstands any era | Eric Ries, Lean Startup author

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 39 min
  18. A rational conversation on where AI is actually going | Benedict Evans

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    Resumo1 h 20 min
  19. Retail Media Growth Will Slow in 2025: Here’s Why

    Retail Media Breakfast Club

    Resumo10 min
  20. Panel: The analogies these 5 ecomm leaders use to educate their exec teams on retail media

    Retail Media Breakfast Club

    Resumo8 min
  21. Beast Games Isn't Just A Hit—It's Amazon's New Retail Media Weapon

    Retail Media Breakfast Club

    Resumo7 min
  22. The Retailer's Dilemma: Block or Embrace AI Shopping Agents?

    Retail Media Breakfast Club

    Resumo15 min
  23. Is Retail Media Part of Search, or Is Search Part of Retail Media?

    Retail Media Breakfast Club

    Resumo9 min
  24. Panel: The Biggest Retail Media Challenges That Keep These 3 Brand Leaders Up at Night

    Retail Media Breakfast Club

    Resumo5 min
  25. More retail media spend = More measurement scrutiny

    Retail Media Breakfast Club

    Resumo7 min
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