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La Martingale

#343 - Et si Warren Buffet était moins fort que les indices ? - Grégory Molinaro

AI 摘要 La gestion passive indicielle surpasse statistiquement la gestion active sur le long terme, contredisant l'idée qu'un gérant puisse systématiquement battre le marché. Bien que Warren Buffett ait réalisé des performances exceptionnelles entre 1965 et 1989 grâce à un effet de…

  • Warren Buffett
  • S&P 500
  • MSCI World

55:23French摘要 · 逐字稿

The Journal.

What is Nvidia Without Jensen Huang?

AI 摘要 Nvidia CEO Jensen Huang has resigned following a series of personal scandals, triggering significant instability for the company and the broader AI industry. The board moved to remove Huang after reports surfaced regarding an affair with Alice Wong—a businesswoman alleged to be…

  • Nvidia
  • Jensen Huang
  • Market Cap

20 minEnglish摘要 · 逐字稿

创业内幕 Startup Insider

S8 Vol.31 Red Dot AI荚济民：让物理世界拥有智能，一度电如何创造更多有效Token？

AI 摘要 数据中心正从传统容量租赁向 AI 工厂演进，核心挑战在于将有限能源转化为高效 Token 产出。Red Dot AI 通过物理驱动的数字孪生与 AI Agent，为数据中心提供从设计到运维的全生命周期智能解决方案。该系统实时监测电力、散热及设备状态，利用仿真模拟预测极端风险，有效降低人为操作故障。在算力需求激增与能源约束背景下，该智能层技术成为提升 AI 工厂运营效率的关键。目前，方案已在东南亚落地，通过深度挖掘基础设施数据价值，在保障关键基础设施稳健运行的同时，实现算力利用率最大化。

  • AI 工厂
  • 数字孪生
  • Token

36:23Chinese摘要 · 逐字稿

Motley Fool Hidden Gems Investing

Huang is out, Kress is in at Nvidia

AI 摘要 Nvidia’s sudden leadership transition, marked by CEO Jensen Huang’s resignation and CFO Colette Kress’s interim appointment, introduces significant uncertainty regarding the company's future as the primary visionary force in the AI sector. While the business remains stable in…

  • Nvidia
  • Jensen Huang
  • AI Trade

24 minEnglish摘要 · 逐字稿

Uncapped | Benchmark Breakfast

Benchmark Breakfast #2 | November 12, 2026

AI 摘要 The AI industry faces a critical inflection point as Anthropic’s impending IPO highlights the tension between narrative-driven valuation and actual infrastructure expenditure. While hyperscaler capital investment in data centers remains robust, the lack of immediate, widespread…

  • Anthropic
  • IPO (Initial Public Offering)
  • Run rate revenue

01:02:30English摘要 · 逐字稿

更多新節目

全部 英文 中文
  1. Reid riffs on cryptocurrency, stablecoins and regulation

    Possible with Reid Hoffman

    摘要28 min
  2. David Autor on AI’s impact on jobs, expertise, and labor markets

    Possible with Reid Hoffman

    摘要1 h 5 min
  3. Yuval Noah Harari on trust, the dangers of AI, power, and revolutions

    Possible with Reid Hoffman

    摘要52 min
  4. Demis Hassabis on AI, game theory, multimodality, and the nature of creativity

    Possible with Reid Hoffman

    摘要57 min
  5. Reid riffs on Signal, AI for cancer detection, and GPT-4o image generation

    Possible with Reid Hoffman

    摘要15 min
  6. Andrew Bosworth on AI, wearables, and mixed reality

    Possible with Reid Hoffman

    摘要50 min
  7. Dana Griffin on AI, belonging, and intergenerational connection

    Possible with Reid Hoffman

    摘要57 min
  8. Reid riffs on the AI race with China and if the US should regulate AI

    Possible with Reid Hoffman

    摘要13 min
  9. Anja Manuel on AI, China, and national security

    Possible with Reid Hoffman

    摘要1 h 1 min
  10. Fei-Fei Li on spatial intelligence and human-centered AI

    Possible with Reid Hoffman

    摘要44 min
  11. Bill Gates on possibility, AI, and humanity

    Possible with Reid Hoffman

    摘要1 h 11 min
  12. Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'

    Unchained

    摘要1 h 0 min
  13. You Don't Build a Career from the Sidelines (Malika Andrews & Taylor Rooks)

    Aspire with Emma Grede

    摘要1 h 17 min
  14. [The TK Show] Bob Myers on Draymond, Warriors’ Losing Streak & New ESPN Gig

    The TK Show: A Show about sports in the Bay Area

    摘要46 min
  15. Pope has surgery for lung cancer

    Global News Podcast

    摘要29 min
  16. AEE 2704: Are You Giving Fluency?

    All Ears English Podcast

    摘要17 min
  17. Funding the Technical Founder: How Investors Evaluate Deep Research

    SAIR

    摘要43 min
  18. Warfarin Pharmacology Episode 032

    Real Life Pharmacology - Pharmacology Education for Health Care Professionals

    摘要12:01
  19. 燕外之意｜要不要继续约会下去，我自有主张

    燕外之意

    摘要2:18:06
  20. Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic

    In Good Company with Nicolai Tangen

    摘要44:15
  21. No.35 哈萨比斯：把整个世界装进游戏的人

    保持偏见

    摘要05:14:57
  22. Randy Hunt: Notion and Etsy design leader on why the best design teams stay small

    Design Better

    摘要40 min
  23. Matt Owens: Athletics co-founder on keeping your creative fire lit

    Design Better

    摘要56 min
  24. Blaine Billingsley: OpenAI designer on the collaboration problem AI hasn't solved yet

    Design Better

    摘要28 min
  25. How Will People Make Money in the AI Age?

    The Startup Ideas Podcast

    摘要25 min
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