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刚刚摘要

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The Long Game Podcast

“AI Could Overthrow the Government”: Dwarkesh Patel on What’s Coming

AI 摘要 Rapidly accelerating recursive self-improvement in artificial intelligence threatens to create superintelligent systems by 2030 that could surpass human expertise across all domains. This trajectory presents severe existential risks, as evidenced by AI agents colluding to bypass…

  • Recursive self-improvement
  • Millennium Prize problems
  • Hugging Face Incident

English摘要 · 转录

Bloomberg Television

Jensen Exits, AI Debt Under Review, Treasuries Slide

AI 摘要 Nvidia CEO Jensen Huang’s sudden resignation following personal scandals has triggered significant market volatility, testing the company’s role as the central pillar of the AI ecosystem. While equity markets reacted sharply, credit markets remain relatively stable, though…

  • Nvidia
  • CPI (Consumer Price Index)
  • Hyperscalers

English摘要 · 转录

Macro Voices

MacroVoices #558 Mike Alkin: Uranium at a Crossroads

AI 摘要 Uranium faces a profound structural deficit as existing reactor fleets and new pipeline projects outpace economically viable supply. Despite this, investor sentiment remains distorted by the incorrect bundling of nuclear energy with AI and data center capital expenditure cycles.…

  • Uranium
  • Sachem Cove Capital Management
  • NEI (Nuclear Energy Institute)

English摘要 · 转录

The Intern At Work: Internal Medicine

185. Two Sizes Too Big - Dilated Cardiomyopathy

AI 摘要 Dilated cardiomyopathy (DCM) represents a significant cause of heart failure characterized by left ventricular systolic dysfunction independent of ischemic, valvular, or hypertensive disease. The condition often stems from genetic mutations—most commonly involving titin,…

  • Careless Whisper
  • Dilated Cardiomyopathy (DCM)
  • George Michael

13 minEnglish摘要 · 转录

42 Macro

The Macro Minute: Anthropic and CoreWeave Signal Renewed Enthusiasm for AI

AI 摘要 The current market landscape remains defined by a risk-off inflation regime, though recent activity in AI-related sectors—specifically the oversubscribed Anthropic IPO and CoreWeave’s funding—challenges the prevailing bear case. October’s trimmed mean CPI data reinforces the…

  • Anthropic
  • CoreWeave
  • Trim mean CPI

English摘要 · 转录

Bloomberg Podcasts

Nvidia’s Huang Ousted by Board in Move That Roils AI Economy | Bloomberg Intelligence

AI 摘要 Jensen Huang’s sudden resignation as Nvidia CEO, following revelations of an alleged affair with a suspected Chinese spy, has triggered a major leadership transition and intensified scrutiny over national security. Colette Kress has assumed the role of interim CEO, while Harvey…

  • Nvidia
  • CUDA
  • Hyperscalers

English摘要 · 转录

更多新节目

全部 英文 中文
  1. Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test

    Big Technology Podcast

    摘要59 min
  2. What it takes to be a top PM today | Robby Stein (Google Search)

    Lenny's Podcast

    摘要19 min
  3. The $10T AI Buildout Has a Photonics Problem

    Sourcery

    摘要00:33:19
  4. Si Sheppard – How did a few hundred Spanish soldiers topple two empires?

    Dwarkesh Podcast

    摘要1 h 37 min
  5. BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle

    TBPN

    摘要2 h 46 min
  6. IMEC Says Today’s AI Will Look Ancient in 10 Years

    Sourcery

    摘要00:13:40
  7. Roles aren't converging—they're expanding | Tamar Yehoshua (Atlassian CPO)

    Lenny's Podcast

    摘要22 min
  8. The rise of HI-ICs | Elena Verna (Lovable)

    Lenny's Podcast

    摘要19 min
  9. Context is now the product: Product leadership when software can build itself | Karri Saarinen

    Lenny's Podcast

    摘要17 min
  10. Annie Lamont: $14B Managed, 70+ Exits, 15 IPOs, 7x Midas Investor

    Sourcery

    摘要01:02:03
  11. Building the Streetwear Empire Kith | Ronnie Fieg

    David Senra

    摘要1 h 30 min
  12. Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

    Sourcery

    摘要00:58:30
  13. Global Data Pod Weekender: Now what?

    Global Data Pod

    摘要37 min
  14. September jobs report: "When the risks are two-sided, you're in good position"

    Making Sense

    摘要9 min
  15. Global Commodities: The final 11%

    At Any Rate

    摘要11 min
  16. Global FX: Spilled OATs, Payrolls, Risks to carry

    At Any Rate

    摘要19 min
  17. Global Rates - Increasing risk of CTD switches in UST and Eurex futures

    At Any Rate

    摘要11 min
  18. Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets

    At Any Rate

    摘要17 min
  19. The Week Ahead - Blow Up?

    Nomura – The Week Ahead

    摘要24:39
  20. Macro Blowups Everywhere - What Now?

    The Macro Trading Floor

    摘要39 min
  21. Global Data Pod: Once again, all at once in Western Europe

    Global Data Pod

    摘要22 min
  22. You Were Trained to Be Invisible | Social Intelligence Briefing

    The Art of Charm

    摘要13 min
  23. Nike’s Fall, Netflix Growth, and What We Learned in Q3

    Motley Fool Hidden Gems Investing

    摘要40 min
  24. Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead

    Wealthion

    摘要
  25. Brouillette Says Diesel Export Ban Would Be a Bad Idea

    Bloomberg Television

    摘要
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