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Odd Lots

How Wall Street Is Bracing For the Post-Jensen Huang Nvidia Era

AI 摘要 Nvidia faces significant instability following the dismissal of CEO Jensen Huang, creating profound "key man risk" due to his centralized management style and personal influence over critical supply chain partnerships. Stacy Rasgon, a managing director at Bernstein Research,…

  • Nvidia
  • Key man risk
  • CUDA

36 minEnglish摘要 · 逐字稿

TED Talks Daily

The digital detectives preserving the truth of war | Hadi Al Khatib

AI 摘要 Digital evidence preservation serves as a critical tool for achieving justice in conflict zones where physical access is restricted. Hadi Al Khatib, founder of Mnemonic, leads efforts to archive and verify millions of citizen-recorded videos from conflicts in Syria, Sudan,…

  • Mnemonic
  • Digital evidence technologist
  • Syrian Archive

42:28English摘要 · 逐字稿

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin

AI 摘要 The future of frontier AI hinges on specialized hardware architectures capable of overcoming the persistent memory wall that limits LLM performance. As model workloads evolve toward complex, long-running agentic tasks, the industry is shifting from general-purpose GPU reliance…

  • Fractile
  • Dot-com bubble
  • HBM (High Bandwidth Memory)

01:15:33English摘要 · 逐字稿

虚实之间True Imagination

E123 预测市场2：当一切都成为赌注

AI 摘要 预测市场将社会事件转化为可交易资产，深刻改变了人类对现实的认知与交互方式。这类市场不仅通过激励纠错机制提高预测准确度，更因其 “引擎” 属性产生反身性，即预测结果本身会反向塑造现实。当政治选举、军事冲突等公共议题被标价，参与者可能通过操纵信息、甚至威胁相关人员来影响结果以获取利益，导致权力寻租与社会极化加剧。这种将一切事物 “赌博化” 的趋势，使原本基于人文关怀与正义感的社会行动异化为精致的利己主义计算，不仅削弱了社会共识，更可能将人类社会推向一个以利益博弈为核心的巨大 “老虎机”，引发深远的伦理危机与社会异化。

  • PolyMarket
  • Kalshi
  • CFTC

01:15:33Chinese摘要 · 逐字稿

MoneyWeek

Stephen Yiu | Why should investors "follow the money"? | MoneyWeek Talks

AI 摘要 Investment strategy centers on "following the money" to identify sectors capturing incremental spending from consumers, enterprises, and governments. Fund manager Stephen Yiu emphasizes a fundamental, bottom-up approach that prioritizes companies with strong competitive moats…

  • Blue Whale Growth
  • Bottom-up process
  • SK Hynix

English摘要 · 逐字稿

Bloomberg Podcasts

Inside Jensen Huang’s Final Hours as Nvidia CEO | Bloomberg Businessweek

AI 摘要 Jensen Huang’s resignation as Nvidia CEO follows the revelation of an extramarital affair with Alice Wong, a former executive at Megaspeed who is reportedly identified as a Chinese intelligence asset. This scandal disrupts Nvidia’s dominance in the global AI industry,…

  • Jensen Huang
  • Nvidia
  • CUDA

English摘要 · 逐字稿

更多新節目

全部 英文 中文
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    Y Combinator

    摘要
  2. Every company should have a Brain — Garry Tan, Y Combinator

    AI Engineer

    摘要21 min
  3. US and Iran trade strikes for first time in weeks

    Global News Podcast

    摘要30 min
  4. Patrick Ta on Accountability, Identity and Building a Beauty Empire

    Aspire with Emma Grede

    摘要55 min
  5. Build a Team That Wins: Emma Grede on Hiring the Right Employees

    Aspire with Emma Grede

    摘要29 min
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    Seattle Eats

    摘要13 min
  7. I ate 300 items at the best Chinese supermarket

    Seattle Eats

    摘要23 min
  8. A guide to Bellevue's best Chinese food

    Seattle Eats

    摘要13 min
  9. Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need

    20VC with Harry Stebbings

    摘要1 h 12 min
  10. Why Attention is Becoming a Competitive Advantage | a16z

    a16z

    摘要1 h 4 min
  11. The Age Of The 40-Year-Old Solo Founder Is Here

    Y Combinator

    摘要43 min
  12. Boris Cherny: Building Claude Code

    Y Combinator

    摘要
  13. Sam Altman: "Never a Better Time to Do a Startup"

    Y Combinator

    摘要
  14. WF2026: Software Factories & Keynotes ft. Microsoft, OpenAI, OpenClaw, Z.ai (GLM), MiniMax, HF

    AI Engineer

    摘要8 h 37 min
  15. DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip

    20VC with Harry Stebbings

    摘要1 h 28 min
  16. Peter Steinberger: What Happens When 4.7 Million People Let It Cook

    Y Combinator

    摘要
  17. Zynga Founder: Consumer Is Not Investible Right Now - Thats Why You Should Build It

    Y Combinator

    摘要41 min
  18. Women’s Fitness Expert: What You NEED To Know About Dieting & Exercise | Dr. Stephanie Estima

    The Diary Of A CEO

    摘要1 h 35 min
  19. The Rise and Fall of the Roman Empire and the Byzantine Empire | Lex Fridman Podcast #498

    Lex Fridman

    摘要3 h 52 min
  20. Jeff Dean: The 1% Rule for Building in AI

    Y Combinator

    摘要
  21. Strike!

    The TLS Podcast

    摘要53:31
  22. On the Road

    The TLS Podcast

    摘要41:19
  23. Grief Work

    The TLS Podcast

    摘要50:26
  24. Looking at the Stars

    The TLS Podcast

    摘要55:32
  25. Fabrications

    The TLS Podcast

    摘要53:24
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