Podwise 处理的新节目，随时可搜索、浏览，并在完整应用中继续。
在按下播放前，先读读每集讲了什么。
AI 摘要 AI-driven data centers present both a significant threat and a transformative opportunity for the global electricity grid. While rapid growth in computing demand risks overwhelming local infrastructure, the actual number of operational projects will likely be far lower than…
English摘要 · 转录
AI 摘要 The current market environment is defined by a cascading sequence of degrossing as buy-side participants aggressively liquidate positions to correct factor exposure errors. This behavioral panic, driven by the desire to protect year-to-date returns, is amplifying fundamental…
English摘要 · 转录
AI 摘要 The October CPI report revealed hotter-than-expected inflation, with headline and core figures rising 0.4% and 0.3% respectively, marking three consecutive months of firm core data. This persistent inflation puts significant pressure on the Federal Reserve to implement a rate…
English摘要 · 转录
AI 摘要 The massive, unprecedented investment in artificial intelligence—currently exceeding 5% of GDP—signals a significant malinvestment bubble that threatens broader market stability. If this bubble bursts, AI stocks could plummet by 70%, potentially triggering a 40% decline in…
English摘要 · 转录
AI 摘要 The rapid evolution of frontier AI models, exemplified by the recent releases of Fable 5.2 and Gemini 4 Carbon, demonstrates that the pace of technological advancement is accelerating rather than plateauing. Performance on benchmarks like the Remote Labor Index has doubled every…
English摘要 · 转录
AI 摘要 AI represents a fundamental shift in the global economy, threatening to dismantle traditional capitalism in favor of "techno-feudalism," where value is extracted through rent-seeking rather than commodity production. While software-based AI services dominate current discourse,…
English摘要 · 转录
Stratechery
Bookends with Mattea Roach
Bookends with Mattea Roach
Bookends with Mattea Roach
Bookends with Mattea Roach
Bookends with Mattea Roach
Bookends with Mattea Roach
Bookends with Mattea Roach
Bookends with Mattea Roach
Sounds True: Insights at the Edge
Sounds True: Insights at the Edge
Sounds True: Insights at the Edge
Sounds True: Insights at the Edge
Sounds True: Insights at the Edge
Sounds True: Insights at the Edge
View From The Top: Design | AI | Career
Big Technology Podcast
The Compound and Friends
Out There
The Peel with Turner Novak
Rumble Strip
