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刚刚摘要

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美投讲美股

没有黄仁勋的英伟达，还能投资吗？

AI 摘要 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

Chinese摘要 · 转录

The Dissenter

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

AI 摘要 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

01:14:48English摘要 · 转录

Global News Podcast

SpaceX makes history catching part of returning spacecraft

AI 摘要 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 minEnglish摘要 · 转录

Business English from All Ears English

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

AI 摘要 "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 minEnglish摘要 · 转录

Y Combinator

The Rise Of AI Coworkers

AI 摘要 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

English摘要 · 转录

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

AI 摘要 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 minChinese摘要 · 转录

更多新节目

全部 英文 中文
  1. Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber

    Forward Guidance

    摘要
  2. The Truth About India’s Jobs Crisis

    Carnegie Endowment

    摘要
  3. How Trump Lost Asia (With Former Australian Prime Minister Malcolm Turnbull) | The David Frum Show

    The Atlantic

    摘要
  4. Episode 6: Why Ukraine Is Doomed

    John Mearsheimer - Offensive Realism

    摘要
  5. Six Months In, the Iran War Redraws the Energy Map | Switched On

    Bloomberg Podcasts

    摘要
  6. Bessent Says China Was 'Dissenter', Blocking Unanimous G20 Communique (Full Remarks)

    Bloomberg Podcasts

    摘要
  7. Trump-Xi Summit: A New Opening on Frontier AI Governance?

    Asia Society

    摘要
  8. #701.AI 如何加速学习与重塑教育

    跨国串门儿计划

    摘要2 h 41 min
  9. FCNR-B Inflows Cross $127.2 Billion: Experts Decode What The Record Surge Means For India

    NDTV Profit

    摘要
  10. Warsh's Data Dashboard for Reading the US Economy

    Bloomberg Podcasts

    摘要
  11. Iceland just shattered the EU illusion - Yanis Varoufakis & Wolfgang Munchau | The Econoclasts

    UnHerd

    摘要
  12. New York Fed President John Williams: Higher bond yields come with a strong economy

    CNBC Television

    摘要
  13. TR46: AI Mandate of Heaven 2026

    Transistor Radio

    摘要00:27:47
  14. Kevin Warsh, the Fed, and the Future of Payments with Kansas City Fed President Jeff Schmid

    Hoover Institution

    摘要
  15. WTF Just Happened at Jackson Hole?

    Eurodollar University

    摘要
  16. Yields Explode, Fed To ‘Make A Big Blunder’ Hiking Into Oil Shock | David Rosenberg

    David Lin

    摘要
  17. Bond Market Meltdown: Investors See No End To The Iran War

    Prof G Markets

    摘要
  18. Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security)

    SemiAnalysis

    摘要
  19. Why OPEC’s Collapse Looks Increasingly Inevitable

    TLDR News Global

    摘要
  20. Stephanie Pomboy: Has The Grand Game Just Changed?

    Adam Taggart | Thoughtful Money®

    摘要
  21. Oil, Yields Surge Again: Expect Shortages, 'Much, Much Higher' Prices Next | Josh Young

    David Lin

    摘要
  22. Taylor Lorenz on the moral panic around kids and phones, and how she logs 17 hours of screen time

    Mixed Signals from Semafor Media

    摘要38 min
  23. The Macro Minute: Can the current risk-on Market Regime condition survive 1-2 rate hikes?

    42 Macro

    摘要
  24. 只会把钱存活期？从0认识个人资产配置

    日谈公园

    摘要1:36:34
  25. Welcome to Papercuts

    Papercuts

    摘要1 h 1 min
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