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AI Engineer

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

AI 摘要 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 minEnglish摘要 · 转录

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 摘要 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)

Chinese摘要 · 转录

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 摘要 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 Chinese摘要 · 转录

Thoughts on the Market

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

AI 摘要 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

00:04:32English摘要 · 转录

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 摘要 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

Chinese摘要 · 转录

更多新节目

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  1. Growth Engineering: Turn/River’s Matt Amico

    Growth Investor with GrowthCap’s RJ Lumba

    摘要23:56
  2. Bold AI Investor: General Catalyst’s Marc Bhargava

    Growth Investor with GrowthCap’s RJ Lumba

    摘要23:11
  3. Trusted Growth Investor: WestView Capital’s Matthew Carroll

    Growth Investor with GrowthCap’s RJ Lumba

    摘要24:01
  4. Structured Equity Growth Investor: L2 Point’s Kerstin Dittmar

    Growth Investor with GrowthCap’s RJ Lumba

    摘要24:59
  5. Excellence in Software Investing: JMI Equity’s Larry Contrella

    Growth Investor with GrowthCap’s RJ Lumba

    摘要20 min
  6. Top Woman Growth Investor & Leader: Madison Dearborn’s Elizabeth Betten

    Growth Investor with GrowthCap’s RJ Lumba

    摘要20:34
  7. Leaders in Healthcare Growth Investing: Spectrum Equity’s Jeff Haywood and Steve LeSieur

    Growth Investor with GrowthCap’s RJ Lumba

    摘要27:17
  8. Elevated Leadership in Software: Unit4’s Mike Ettling

    Growth Investor with GrowthCap’s RJ Lumba

    摘要19:20
  9. Growth Investing Titan: Summit Partners’ CEO Peter Chung

    Growth Investor with GrowthCap’s RJ Lumba

    摘要19:16
  10. Exceptional Software Investor: Silversmith’s Jim Quagliaroli

    Growth Investor with GrowthCap’s RJ Lumba

    摘要22:45
  11. Ahead of the Data Boom: Compass Datacenters’ Chris Crosby

    Growth Investor with GrowthCap’s RJ Lumba

    摘要19:50
  12. Global FinTech Investor: QED’s Frank Rotman

    Growth Investor with GrowthCap’s RJ Lumba

    摘要29:53
  13. Healthcare Growth Investor: Ampersand’s David Anderson

    Growth Investor with GrowthCap’s RJ Lumba

    摘要21:59
  14. Growth Equity Entrepreneurs: Volition’s Larry Cheng and Sean Cantwell

    Growth Investor with GrowthCap’s RJ Lumba

    摘要25:27
  15. WealthTech Powerhouse Addepar: CRO David Lessing On Their Platform Technology

    Growth Investor with GrowthCap’s RJ Lumba

    摘要23:05
  16. Growth Investing Leader: General Atlantic’s Robb Vorhoff

    Growth Investor with GrowthCap’s RJ Lumba

    摘要22:02
  17. Navy SEALs of Company Scaling: Turn/River’s Joanne Yuan

    Growth Investor with GrowthCap’s RJ Lumba

    摘要26:05
  18. Leading Consumer Growth Investor: Blackstone Growth’s Katie Storer

    Growth Investor with GrowthCap’s RJ Lumba

    摘要19:06
  19. Top Software Investor: H.I.G. Growth’s Ross Hiatt

    Growth Investor with GrowthCap’s RJ Lumba

    摘要22:05
  20. Top Investor in Marketplaces: WestCap’s Daphne Tong

    Growth Investor with GrowthCap’s RJ Lumba

    摘要23:46
  21. Growth Buyouts in Healthcare: Frazier’s Nader Naini

    Growth Investor with GrowthCap’s RJ Lumba

    摘要22:28
  22. Leading Growth Investor: Thoma Bravo’s Ross Devor

    Growth Investor with GrowthCap’s RJ Lumba

    摘要21:05
  23. Top Tech Investors: Bain Capital’s Max de Groen and Scott Kirk

    Growth Investor with GrowthCap’s RJ Lumba

    摘要33:22
  24. Top Healthcare Investor: Oak HC/FT’s Andrew Adams

    Growth Investor with GrowthCap’s RJ Lumba

    摘要23:23
  25. Proactive Growth Equity: Lead Edge Capital’s Mitchell Green

    Growth Investor with GrowthCap’s RJ Lumba

    摘要24:50
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