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Stratechery

The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

AI 摘要 The escalating scandal surrounding NVIDIA CEO Jensen Huang centers on allegations of corporate governance failures and potential security risks involving a Chinese spy. Investigations by the U.S. Commerce Department into a Singaporean firm, Megaspeed, have exposed NVIDIA’s…

  • NVIDIA
  • Jensen Huang
  • Bureau of Industry and Security (BIS)

00:17:42English摘要 · 转录

働く女と○○と。

友達関係は「3人組」が一番長続きする？ ちいかわに学ぶ、大人の友達付き合い

AI 摘要 アラフォー世代における友人関係の変容と、心地よい距離感の保ち方が中心テーマ。年齢を重ねるにつれ、無理のない自然なフェードアウトや、SNS を通じた緩やかな繋がりの重要性が浮き彫りになる。人間関係のトラブルを避けるための「3…

  • ちいかわ
  • お兄様へ…
  • アラフォー

00:33:28Japanese摘要 · 转录

Motley Fool Hidden Gems Investing

Nvidia’s Key Man Problem

AI 摘要 Nvidia faces significant key-man risk as an investigation into CEO Jensen Huang highlights the company’s lack of formal succession planning and extreme reliance on a single leader. While Nvidia’s central role in the AI trade remains dominant, the situation underscores the…

  • Jensen Huang
  • Rocket Lab
  • The Trade Desk

24 minEnglish摘要 · 转录

Thoughts on the Market

Big Political Shift, Narrow Economic Impact

AI 摘要 The U.S. midterm elections, while resulting in a Democratic sweep of Congress, present a narrower macroeconomic impact than the political headlines suggest because executive authority over tariffs, immigration, and deregulation remains unchanged. The primary shifts occur at the…

  • Midterm Elections
  • Tariffs
  • AI Build-out

00:04:52English摘要 · 转录

The Startup Ideas Podcast

AI Agents are too good at marketing now

AI 摘要 Marketing engineering leverages AI agents to automate high-leverage tasks like ad creation, data analysis, and lead generation, effectively replacing traditional labor roles such as graphic designers and video editors. By constructing a robust "marketing environment"—a system…

  • Claude Code
  • GrokBot
  • UGC (User-Generated Content)

52 minEnglish摘要 · 转录

How I AI (private feed for hi.fangyuhan@icloud.com)

Claude Fable 5.2 review: fast, creative, and finally not annoying

AI 摘要 Fable 5.2 marks a significant shift in AI utility, offering a fast, creative, and highly capable model that excels in complex architectural tasks, performance optimization, and intricate animation. While previous iterations of Anthropic’s models often proved frustrating to use,…

  • Fable 5.2
  • Opus 5.5
  • Anthropic

25 minEnglish摘要 · 转录

更多新节目

全部 英文 中文
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    Maggie Lake Talking Markets

    摘要00:31:57
  2. Lucky #888 — My Tour of Designing Luck in China, Japan, and Korea

    The Tim Ferriss Show

    摘要00:29:55
  3. China, the US, and the Contest for the Indo-Pacific

    Hoover Institution

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  4. Data Center Boom Set for Upheaval After Midterms | Bloomberg Businessweek

    Bloomberg Podcasts

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  5. Iran War Expert: "The 8 Weeks After Midterms Could Be The Most Dangerous!" | Prof Robert Pape

    The Diary Of A CEO

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  6. Attacks on Russian Data Centers: It's Not About Bots || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  7. John Waldron on GDP Growth, AI, and the M&A Outlook

    Goldman Sachs

    摘要
  8. FRED Con: Opening Remarks by Federal Reserve Gov. Christopher Waller

    Federal Reserve Bank of St. Louis

    摘要
  9. BofA’s Cabana Says It’s Premature to Call End to Fed’s Hiking Cycle

    Bloomberg Television

    摘要
  10. Ep. 043 - The Midterms and the 2028 Datacenter Buildout (Datacenters)

    SemiAnalysis

    摘要
  11. Potential impact of stocks on consumer spending, etc.

    Luke Gromen - FFTT, LLC

    摘要
  12. Tech Stocks Plunge as Traders Dump Everything With AI Exposure | Bloomberg Intelligence

    Bloomberg Podcasts

    摘要
  13. Miran on Midterms, Trump Tariffs, Fed Forward Guidance

    Bloomberg Television

    摘要
  14. Tech is Selling Off. Spending Is Outrunning Wages. What Happens When the Wealth Effect Fades?

    Excess Returns

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  15. AI Highway to Hell

    DoubleLine Capital

    摘要
  16. Ted Oakley: This Cycle Is Ending, I’m 50% in Cash and Treasuries

    Kitco NEWS

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  17. BOE Governor Andrew Bailey Talks Rates, War, Inflation, Markets | Bloomberg Talks

    Bloomberg Podcasts

    摘要
  18. Historic Midterm Sweep: Will Iran War End, Stocks Keep Rising? | Matt Gertken

    David Lin

    摘要
  19. The Midterms Just Exposed How Bad It Really Is…

    Eurodollar University

    摘要
  20. Why Stocks Are Surging After A Historic Democratic Sweep

    Prof G Markets

    摘要
  21. MacroVoices #557 Michael Every: The Blue Tsunami Lands on Markets... and Geopolitics

    Macro Voices

    摘要
  22. Crisis Is Coming In Early 2027 | Cem Karsan

    Adam Taggart | Thoughtful Money®

    摘要
  23. 盖棺论定说生软（上）：三个医生的龙之狂想

    机核兴趣频道

    摘要1 h 11 min
  24. Novelist Min Jin Lee on the promise and perils of Western education

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    摘要44 min
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    A Productive Conversation

    摘要41 min
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