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刚刚摘要

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Motley Fool Hidden Gems Investing

Is Microsoft’s Office Moat In Trouble?

AI 摘要 The rapid expansion of artificial intelligence is reshaping corporate software and infrastructure investment, though its long-term impact remains debated. While Anthropic’s Claude has introduced a productivity suite to challenge Microsoft Office, the latter’s entrenched…

  • Claude
  • Copilot
  • CoreWeave

18 minEnglish摘要 · 转录

Big Technology Podcast

Storm Clouds Ahead For Apple?, Debating Amazon’s Bee Frontier, AI as UI

AI 摘要 Apple faces mounting pressure as rising memory costs and heavy AI infrastructure investments compress its historically high profit margins. Despite these challenges, the company’s new folding "iPhone Duo" represents a strategic shift toward premium, high-margin hardware,…

  • iPhone Duo
  • B Frontier
  • CapEx

1 h 1 minEnglish摘要 · 转录

TBPN

🇺🇸 Veterans Day 🇺🇸, The Great Hobby Debate, AI is BACK! | Dan Goldenberg, Darren Farber, Walter Goodwin

AI 摘要 The intersection of defense technology, AI development, and veteran workforce integration defines the current industrial landscape. The Call of Duty Endowment utilizes a data-driven model to achieve veteran employment rates significantly higher than federal efforts at a fraction…

  • Call of Duty Endowment
  • CUDA
  • HBM (High Bandwidth Memory)

1 h 59 minEnglish摘要 · 转录

The Data Center Frontier Show

Alberta's Gigawatt Play: Data Centre West's Vlad Oujegov

AI 摘要 Alberta’s data center market has transitioned from a phase of strategic planning to active execution, marked by significant project construction and infrastructure development. The industry demonstrates heightened self-awareness, prioritizing voluntary commitments to efficiency,…

  • Data Center West
  • Hyperscalers
  • Inference

24 minEnglish摘要 · 转录

Cool Vector

Inside CoreWeave's Race to Meet the Physical Demands of AI Expansion

AI 摘要 Scaling data center infrastructure to meet the explosive demand for AI-driven compute requires balancing large-scale, remote training campuses with latency-sensitive, Tier 1 inference facilities. Power availability and grid interconnection remain the primary strategic…

  • CoreWeave
  • Hyperscalers
  • Inference

23 minEnglish摘要 · 转录

更多新节目

全部 英文 中文
  1. World Food Programme to cut aid to Gaza

    Global News Podcast

    摘要28 min
  2. ‘Behind The Table’ Live: An Evening With ‘The View’ Co-hosts In New York City

    The View: Behind the Table

    摘要39 min
  3. The Portfolio Reset: Episode 1

    Merryn Talks Money

    摘要22 min
  4. What if you could read the DNA of your future child? | Noor Siddiqui

    TED Talks Daily

    摘要15:29
  5. Building AI Agents That Actually Work for Enterprise SEO

    Voices of Search // A Search Engine Optimization (SEO) & Content Marketing Podcast

    摘要00:43:37
  6. Working Harder Makes You Less Productive | Dr. Christian Poensgen

    The Art of Charm

    摘要1 h 3 min
  7. Episode 535: Manager externalities and should I fight stupid processes

    Soft Skills Engineering

    摘要34:29
  8. Do You Trust Apple?

    Stratechery

    摘要00:19:03
  9. We put a multimillionaire’s portfolio into Claude (the results shocked us)

    My First Million

    摘要49 min
  10. Trump Eases Russia Sanctions, Midterm Campaign Money, Violent Protests In France

    Up First from NPR

    摘要14 min
  11. 1048: Deno Is Dead

    Syntax - Tasty Web Development Treats

    摘要1 h 40 min
  12. The CFTC’s Proposed Rules to Reshape US Crypto Markets | CFTC Chair Mike Selig

    Bankless

    摘要1 h 11 min
  13. Zuckerberg’s $100 Billion Bet

    Cheeky Pint

    摘要2 h 15 min
  14. MtoM #296: From $600K to $2.4M per Year and $8M+ Net Worth

    White Coat Investor Podcast

    摘要34:01
  15. Roundtable: Safety Police

    Climbing Gold

    摘要58 min
  16. 日本は変わるか？ダボス会議ノーカット【豊島晋作のテレ東ワールドポリティクス】

    テレ東BIZ ダイジェスト

    摘要50 min
  17. #62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps

    Behind the Balance Sheet

    摘要01:22:55
  18. #59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn

    Behind the Balance Sheet

    摘要01:27:32
  19. #64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour

    Behind the Balance Sheet

    摘要01:04:34
  20. #60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

    Behind the Balance Sheet

    摘要01:35:58
  21. #63 - The Fool: David Gardner explains his philosophy of buying stocks at high valuations after they have gone up a lot

    Behind the Balance Sheet

    摘要01:21:55
  22. #61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.

    Behind the Balance Sheet

    摘要01:25:39
  23. Growth by Subtraction: How to Make Time for What Matters Most

    Streamlined Solopreneur: Easy Productivity & Tech Systems for Solopreneurs

    摘要48 min
  24. The Difference Between Email and Marketing Automation with Chris Davis

    Streamlined Solopreneur: Easy Productivity & Tech Systems for Solopreneurs

    摘要1 h 3 min
  25. My Be Everywhere Strategy was an Incredible Failure (Which is Good)

    Streamlined Solopreneur: Easy Productivity & Tech Systems for Solopreneurs

    摘要26 min
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