Shows
101 Weekly“AI作弊”公司融资千万：2025年过半，焦虑的资本开始饥不择食了？| 20250701被哥大退学却获千万美元融资？最近，AI作弊软件Cluely极具争议的故事席卷了硅谷风投圈。号称“AI应用元年”的2025已经过半，AI应用的大规模爆发却仍未到来；另一方面，依然有大量热钱疯狂涌入AI赛道。一级市场和VC团队不再追求技术壁垒和长线增长，而“会营销”的创始团队被资本疯狂追捧。消费端Killer App的踪影难觅，什么才会是AI时代创业的新范式？各大投资机构又为何不再指望IPO了呢？这期视频我们来总结下2025上半年AI圈的投资情况，探讨硅谷顶级基金的投资逻辑，以及AI创业的新趋势。
【主播】
陈茜，硅谷101联合创始人兼视频主理人
【嘉宾】
Jenny Xiao，Leonis Capital合伙人、前OpenAI研究员
【101Weekly简介】
「101Weekly」是硅谷101出品的一档轻解读节目，每周由我们的三位主播复盘三个商业热点事件，每期10分钟左右，并请来行业专家来一手深度分析。每周30分钟，轻松了解一周新闻大事件。
【关注我们】
音频版：小宇宙｜苹果播客｜Spotify
视频版：BiliBIli｜Youtube｜视频号｜抖音2025-07-0714 min
What's Next｜科技早知道从 DeepSeek 到 Manus：大模型开源的胜利与 Agent 赛道的开启 | 硅谷徐老师 S9E062024 年 12 月 26 日和 2025 年 1 月 20 日，DeepSeek 相继发布了大语言模型 V3 和基于强化学习的推理模型 R1，迅速掀起全球 AI 领域的热议。短短两个月内，这家曾被视为「AI 开源黑马」的公司一跃成为市场焦点，不仅登顶中美苹果应用榜单，超越 ChatGPT，还引发英伟达股价大跌，重新定义 AI 计算成本。同时，DeepSeek 的崛起重燃了开源与闭源之争，撼动了大模型商业格局，而其极低的训练成本也引发了关于「AI 普惠」是否真正实现的争议。DeepSeek 的成功标志着 AI 发展的新拐点，它不仅影响 OpenAI、Anthropic 等大厂的竞争态势，更在云计算、硬件供应链及 AI 应用生态中掀起连锁反应。
本期节目，我们邀请到开源数据行业的资深从业者与硅谷 AI 投资人，共同探讨 DeepSeek 的开源模式如何重塑行业格局，开源与闭源的商业博弈如何演变，DeepSeek 对 GPU、云计算及 AI 应用市场带来的深远影响，以及在 AI 竞争白热化的当下，人才、数据、算力是否仍然构成真正的护城河。此外，我们还将展望 AI 发展的未来路径，分析从 DeepSeek 到 Manus，AI 产业正走向怎样的进化方向。
本期人物
硅谷徐老师，AI 高管、连续创业者、斯坦福客座讲师，小红书和微信视频号：硅谷徐老师 ｜公众号：硅谷云｜ YouTube： Byte into Future
Yaxian，「科技早知道」监制
堵俊平， Datastrato AI 创始人 CEO
Jenny Xiao, Lenios Capital 投资合伙人，前 OpenAI 研究员
主要话题
[02:48] DeepSeek 海外爆火：两成因技术，八成因「预期落差」
[07:45] 为什么 Mistral 未能出圈？DeepSeek 选择开源的深远影响
[11:38] 大模型开源的真相：开源究竟开了什么，为什么数据无法开源？
[20:18] 开源AI如何赚钱？ 盈亏平衡点的关键在于用户规模
[25:18] DeepSeek 如何让 OpenAI 和 Anthropic 募资变难？
[31:07] 前沿探索 vs 「下沉市场」：大模型的发展路线会出现分歧吗？
[39:04] 英伟达股价大跌，DeepSeek 对 GPU 产业有何冲击？
[47:55] 大模型没有护城河？算力、数据、人才都不是壁垒？
[50:12] Manus 会是下一个 DeepSeek 吗？ AI Agent 的竞争升温
[54:11] AI 未来的进化路径：多智能体 Multi-Agent 何时落地？
幕后制作
监制：Yaxian
后期：Jack
运营：George
设计：饭团
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欢迎扫码添加声小音，在节目之外和我们保持联系。Special Guests: Jenny Xiao, 堵俊平, and 雅娴.2025-03-1357 min
Off The Desk On TradewebNavigating Market Dynamics and Career Shifts with Jenny Xiao of BlackRockIn the latest episode of Off the Desk On Tradeweb, Amanda Meatto, Managing Director and Head of U.S. Institutional Rates Sales, sits with Jenny Xiao, Managing Director and Global Head of Rates Trading at BlackRock, to chat about her career journey, moving from the sell-side to the buy-side, and what’s happening in the U.S. Treasury market.
To learn more about Tradeweb's suite of automated trading products, please go to Tradeweb.com.
The materials contained herein do not include all relevant information regarding the topics presented and are qualified in their entirety by the co...2024-10-2525 min
硅谷101|中国版E156｜自动驾驶领域的GPT时刻来了？聊聊特斯拉V12、FSD入华与RoboTaxi本期是关于自动驾驶的观点对决！之前我们在采访侯晓迪时，他提出的观点是：特斯拉始终在做辅助驾驶而非无人驾驶，马斯克是行业的搅局者。随后，在评论区我们也收获了不同的观点：特斯拉最近推出了V12版本的FSD，在驾驶体验上有很大提升，甚至被称作自动驾驶的“GPT时刻”。所以我们也在思考这个神秘的v12版本会不会就此改变自动驾驶行业？这一期我们来听听另一边的声音。当然，我们也会深入探讨FSD入华的技术难题，以及8月8日推出的Robotaxi的靠谱性分析。如果你是自动驾驶或者AI的从业者，那这期节目可不要错过。如果你也有不同观点，欢迎留言探讨！主播泓君Jane，硅谷101创始人，播客主理人嘉宾于振华，前特斯拉AI工程师（Twitter：@TSLA99T）王辰晟，前特斯拉采购总监大卫，《大小马聊科技》主播刘冰雁，Kargo软件负责人你将听到【关于v12的技术讨论】05:66 FSD的v12自动驾驶全面碾压v11前的版本09:10 v12的用户体验：真挺不错！高速表现好17:18 端到端不是新的概念，但是特斯拉验证了21:26 自然界有很多生物的大脑端到端模型：蜻蜓、章鱼22:54 如果激光雷达足够便宜，是否必要做纯视觉？25:18 对特斯拉纯视觉方案的质疑：模型的不可解释性、对传感器更敏感、视觉不可达盲区29:21 90%公司可能不适合做端到端36:02 特斯拉的门槛优势：算法领先、架构保密、自制芯片硬件40:30 端到端发生在特斯拉是必然？自下而上的尝试、马斯克的决策权、数据的积累【关于特斯拉和马斯克】43:56 Autopilot团队前领导Andrej Karpathy：不断探索ai边界46:44 马斯克的思考逻辑：深度参与技术管理、相信在做的事54:49 回应侯晓迪对特斯拉自动驾驶的质疑59:47 特斯拉v12的行业定位：依然是L3，L4不如Waymo60:37 和中国本土L4竞争：技术路径和商业模式都不一样【关于FSD入华】01:08:34 中国的路况复杂度是美国的十倍？不一定是坏事01:12:51 FSD在中国能一炮走红吗？地图是关键01:16:08 特斯拉入华：车友期待、数据难采集、抓住政策窗口01:20:00 Autopilot和FSD的区别【关于8月8日的robotaxi】01:21:48 Robotaxi车型的猜想：有没有方向盘？后视镜？01:28:03 对特斯拉robotaxi的质疑：在城市中的无人驾驶能力、robotaxi是重运营的活儿01:29:40 robotaxi的商业化：马斯克畅想的airbnb运营模式和成本问题、打造无人出租车网络相关单集E150｜与侯晓迪聊聊自动驾驶和搅局的马斯克S2E44｜无人车特辑｜特斯拉自动驾驶到底怎么样？名词解释智猪博弈：博弈论中的一个经典模型，描述了一只大猪和一只小猪在共享食物槽时的行为。槽的一端有按钮，按下按钮后食物会流到槽的另一端。大猪按按钮的成本较小，小猪按按钮的成本较大。小猪的最佳策略是等待大猪按按钮，从而节省成本。常用于解释企业在市场中的模仿和学习行为。Cruise Origin：Cruise和通用汽车合作开发的全电动自动驾驶汽车，专为共享出行服务设计。硅谷101线下见面会硅谷101即将于6月28日在硅谷举办一场关于GPU Cloud与AI的线下活动，进行从GPU到GPU云的最新趋势分享，也聊聊如何低成本加速AI训练以及AI创业公司现在面临的机遇与挑战。我们邀请到了Leonis Capital合伙人、前OpenAI研究员Jenny Xiao；Fusion Fund创始合伙人张璐；FP Solutions VC联合创始人、前SpaceX核心成员Lewis Hong，来分享他们看到的AI创业领域的最新趋势，也邀请到了2024-06-211h 31
硅谷101E156｜自动驾驶领域的GPT时刻来了？聊聊特斯拉V12、FSD入华与RoboTaxi本期是关于自动驾驶的观点对决！之前我们在采访侯晓迪时，他提出的观点是：特斯拉始终在做辅助驾驶而非无人驾驶，马斯克是行业的搅局者。随后，在评论区我们也收获了不同的观点：特斯拉最近推出了V12版本的FSD，在驾驶体验上有很大提升，甚至被称作自动驾驶的“GPT时刻”。所以我们也在思考这个神秘的v12版本会不会就此改变自动驾驶行业？这一期我们来听听另一边的声音。
当然，我们也会深入探讨FSD入华的技术难题，以及8月8日推出的Robotaxi的靠谱性分析。如果你是自动驾驶或者AI的从业者，那这期节目可不要错过。如果你也有不同观点，欢迎留言探讨！
主播
泓君Jane，硅谷101创始人，播客主理人
嘉宾
于振华，前特斯拉AI工程师（Twitter：@TSLA99T）
王辰晟，前特斯拉采购总监
大卫，《大小马聊科技》主播
刘冰雁，Kargo软件负责人
你将听到
【关于v12的技术讨论】
05:66 FSD的v12自动驾驶全面碾压v11前的版本
09:10 v12的用户体验：真挺不错！高速表现好
17:18 端到端不是新的概念，但是特斯拉验证了
21:26 自然界有很多生物的大脑端到端模型：蜻蜓、章鱼
22:54 如果激光雷达足够便宜，是否必要做纯视觉？
25:18 对特斯拉纯视觉方案的质疑：模型的不可解释性、对传感器更敏感、视觉不可达盲区
29:21 90%公司可能不适合做端到端
36:02 特斯拉的门槛优势：算法领先、架构保密、自制芯片硬件
40:30 端到端发生在特斯拉是必然？自下而上的尝试、马斯克的决策权、数据的积累
【关于特斯拉和马斯克】
43:56 Autopilot团队前领导Andrej Karpathy：不断探索ai边界
46:44 马斯克的思考逻辑：深度参与技术管理、相信在做的事
54:49 回应侯晓迪对特斯拉自动驾驶的质疑
59:47 特斯拉v12的行业定位：依然是L3，L4不如Waymo
60:37 和中国本土L4竞争：技术路径和商业模式都不一样
【关于FSD入华】
01:08:34 中国的路况复杂度是美国的十倍？不一定是坏事
01:12:51 FSD在中国能一炮走红吗？地图是关键
01:16:08 特斯拉入华：车友期待、数据难采集、抓住政策窗口
01:20:00 Autopilot和FSD的区别
【关于8月8日的robotaxi】
01:21:48 Robotaxi车型的猜想：有没有方向盘？后视镜？
01:28:03 对特斯拉robotaxi的质疑：在城市中的无人驾驶能力、robotaxi是重运营的活儿
01:29:40 robotaxi的商业化：马斯克畅想的airbnb运营模式和成本问题、打造无人出租车网络
硅谷101线下见面会
硅谷101即将于6月28日在硅谷举办一场关于GPU Cloud与AI的线下活动，进行从GPU到GPU云的最新趋势分享，也聊聊如何低成本加速AI训练以及AI创业公司现在面临的机遇与挑战。
我们邀请到了Leonis Capital合伙人、前OpenAI研究员Jenny Xiao；Fusion Fund创始合伙人张璐；FP Solutions VC联合创始人、前SpaceX核心成员Lewis Hong，来分享他们看到的AI创业领域的最新趋势，也邀请到了North Beta Labs的创始人Jonathan Zhu探讨创业公司如何打破算力瓶颈，快速向前。
此活动是超小规模邀请制，只对AI从业者和创业者开放，参与者还将有机会获取GPU Cloud Credits以及免费算力支持。我们期待和你在硅谷线下见。报名页面：https://lu.ma/gcsv02y7
相关单集
E150｜与侯晓迪聊聊自动驾驶和搅局的马斯克
S2E44｜无人车特辑｜特斯拉自动驾驶到底怎么样？
名词解释
智猪博弈：博弈论中的一个经典模型，描述了一只大猪和一只小猪在共享食物槽时的行为。槽的一端有按钮，按下按钮后食物会流到槽的另一端。大猪按按钮的成本较小，小猪按按钮的成本较大。小猪的最佳策略是等待大猪按按钮，从而节省成本。常用于解释企业在市场中的模仿和学习行为。
Cruise Origin：Cruise和通用汽车合作开发的全电动自动驾驶汽车，专为共享出行服务设计。
后期
AMei
BGM
Uncovered-Joseph William Morgan
Sunshine Rain - Brendon Moeller
Home To You-The Neighborly
在这里找到我们
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联系我们：podcast@sv101.net
本期节目仅代表嘉宾个人观点Special Guests: 于振华, 刘冰雁, 大卫, and 王辰晟.2024-06-211h 31
Pinyin 4-everVilka är vi på jobbet?Vi snackar vidare, denna gång om vilka vi är som kollegor. Jenny och Fanny är typ exakt samma person på jobbet förutom när det kommer till en helt avgörande punkt, och Xiao resonerar kring varför detta är en icke-fråga.2024-05-1242 min
ChinaTalkEmergency Pod: We Are So Back! OpenAI Drama and US-ChinaRohit Krishnan of Strange Loop Canon and I kibbitz about this weekend's OpenAI drama as well as the safety and US-China regulatory dynamics likely raised in the discussions with the board.Some content we discussed:
Jade Leung PhD thesis: https://ora.ox.ac.uk/objects/uuid:ea3c7cb8-2464-45f1-a47c-c7b568f27665
Jeff Ding and Jenny Xiao's piece: https://www.governance.ai/research-paper/recent-trends-chinas-llm-landscape
The Foreign Affairs piece: https://www.foreignaffairs.com/china/illusion-chinas-ai-prowess-regulation
Image made by my mother on DALLE to represent Altman getting fired for the family groupchat.2023-11-2357 minChinaTalkEmergency Pod: We Are So Back! OpenAI Drama and US-ChinaRohit Krishnan of Strange Loop Canon and I kibbitz about this weekend's OpenAI drama as well as the safety and US-China regulatory dynamics likely raised in the discussions with the board.Some content we discussed:
Jade Leung PhD thesis: https://ora.ox.ac.uk/objects/uuid:ea3c7cb8-2464-45f1-a47c-c7b568f27665
Jeff Ding and Jenny Xiao's piece: https://www.governance.ai/research-paper/recent-trends-chinas-llm-landscape
The Foreign Affairs piece: https://www.foreignaffairs.com/china/illusion-chinas-ai-prowess-regulation
Image made by my mother on DALLE to represent Altman getting fired for the family groupchat.2023-11-2357 minPinyin 4-everSnuskigt rik på AmalfikustenXiao är tillbaka från sin honeymoon, och vi (Fanny och Jenny) tycker till om precis allt! Vi avslöjar även den enskilt viktigaste faktorn som garanterat ger en lyckad semesterresa. 2023-11-1934 minPinyin 4-everThe Episode Where Xiao Got HitchedBRÖLLOPSSPECIAL! Vi grottar ner oss ordentligt i den fullkomligt ljuvliga, känslosprängda och alldeles, alldeles underbara septemberhelgen när Fanny och Jenny gifte bort Xiao (enligt oss). 2023-11-051h 01
Your Undivided AttentionThe AI ‘Race’: China vs. the US with Jeffrey Ding and Karen HaoIn the debate over slowing down AI, we often hear the same argument against regulation. “What about China? We can’t let China get ahead.” To dig into the nuances of this argument, Tristan and Aza speak with academic researcher Jeffrey Ding and journalist Karen Hao, who take us through what’s really happening in Chinese AI development. They address China’s advantages and limitations, what risks are overblown, and what, in this multi-national competition, is at stake as we imagine the best possible future for everyone.CORRECTION: Jeffrey Ding says the export controls on advanced chips that were e...2023-08-3145 min
Technology and SecuritySynthetic biotech, DARPA for intelligence and AI regulation with RAND CEO Jason MathenyDr Miah Hammond-Errey is joined by Jason Matheny, CEO of RAND Corporation and founder of CSET to delve into the complexities of regulating emerging technologies — from AI to biotechnology, what the United States can learn from Australia, the opportunity a current bottleneck in compute capacity offers democracies, and his work at IARPA — ‘the DARPA of the intelligence world’ — using innovative methods to solve the hard problems of policy and national security. They also discuss the role of alliances such as Five Eyes in combatting AI-generated disinformation and why standards bodies need greater support.Jason is the President and CEO of...2023-07-2038 minPinyin 4-everEn svensk-kinesisk midsommarÄr midsommar något för svensk-kineser? JA, om du frågar oss! Fanny lyxade till det rejält, Jenny nappade bort dagen, och Xiao begick ett misstag hon sent kommer att glömma. 2023-07-0443 min
Wohlstand für AlleEp. 201: Gewinnt China den Chipkrieg?Wohlstand für Alle
China ist in einer heiklen Lage: Zwar hatte die Kommunistische Partei bereits 2014 verkündet, dass man 2030 der weltweit führende Produktionsstandort für Halbleiter sein will, doch momentan ist die Abhängigkeit von den USA, Südkorea, Japan und Taiwan noch sehr hoch, weshalb westliche Sanktionen Peking arg zu schaffen machen.
Trotzdem erzielt die Volksrepublik erste Erfolge bei der Fertigung von Chips, vor allem können inzwischen Halbleiter für Autos, Medizintechnik und die Industrie 4.0 hergestellt werden. Woran es aber hapert, sind die Cutting-Edge-Chips. So werden die neuesten und fortschrittlichsten Halbleiterchips, die auf dem Markt verfügbar sind...2023-06-1425 minPinyin 4-everKinarelaterade saknader och cravingsSom en direkt uppföljning på Fannys senaste trendrapport kontrar Xiao och Jenny med allt vi saknar med Kina nu när vi inte har varit där på länge. Det pratas om instant satisfactions av diverse cravings, känslan av att ha ett andra hemland, och avslutas med ett pest eller kolera-quiz!2023-06-0441 min
New Books in the Indian Ocean WorldBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2744 min
The Ohio University Press PodcastBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2744 min
New Books in African StudiesBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2744 min
New Books in Middle Eastern StudiesBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2744 min
New Books in Economic and Business HistoryBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2744 min
New Books in South Asian StudiesBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2744 min
New Books in GeographyBurkhard Schnepel and Julia Verne, "Cargoes in Motion: Materiality and Connectivity across the Indian Ocean" (Ohio UP, 2022)Cargoes in Motion: Materiality and Connectivity across the Indian Ocean (Ohio University Press, 2022) is an innovative collection of essays that foregrounds specific cargoes as a means to understand connectivity and mobility across the Indian Ocean world. Scholars have long appreciated the centrality of trade and commerce in understanding the connectivity and mobility that underpin human experience in the Indian Ocean region. But studies of merchant and commercial activities have paid little attention to the role that cargoes have played in connecting the disparate parts of this vast oceanic world. Drawing from the work of anthropologists, geographers, and his...2023-05-2742 minWhat's Next｜科技早知道S7E02 | ChatGPT带火AIGC出海，中国企业做好准备了？都说 AIGC 之于当下就像智能手机之于 30 年前的人类，但是，就像 30 年前或许没多少人能预测到智能手机会如何走进每个人的生活，今天的人也很难想象 AIGC 未来的商业化前景到底在哪。
如果将目光聚焦至企业出海这个具体领域内，我们所能知道的事情就更少了。AIGC 会重塑中国出海赛道吗？对于这个问题，成熟市场与创业公司或许会给出不同的答案，但唯一可以肯定的是，AIGC 产品的商业价值不仅仅依赖 AIGC 技术本身，更在于如何实现与人的「价值对齐」。
本期节目，Richer 邀请到 FlowGPT 的创始人 Jay 以及 Leonis Capital 的 Jenny，从创业者和投资人的视角出发，一同聊了聊生成式 AI 的商业化逻辑以及可能的落地场景，并在此基础上，展开了对于国内 AIGC 企业出海未来的讨论。
本期人物
Richer，大观资本北美负责人，「科技早知道」主播
Jay Dang，FlowGPT 创始人
Jenny Xiao 肖文泉，Leonis Capital VC fellow
主要话题
[04:28] AI 与人的价值对齐将成为一个极大的商业增长点
[14:52] OpenAI 开放 API，为什么反而增加了应用层创业公司的技术风险？
[26:13] AIGC 概念大火，但其实有些创业方向的壁垒非常低
[37:03] ChatGPT 如何影响现在的出海生态圈？
[42:00] ChatGPT 需求量最大的场景在哪里？
延伸阅读
[Deep Dive] China’s Generative AI Landscape and How does it Compare to the US’s
How China is building a parallel generative AI universe
Sequoia’s Sonya Huang: The generative AI hype is 'absolutely justified'
‘Four Battlegrounds’ shaping the U.S. and China’s AI race
China tech companies are closely watching ChatGPT’s A.I. skills. Here’s what they’re doing about it
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我们还有这些播客：声东击西、What's Next｜科技早知道、声动早咖啡、商业WHY酱、跳进兔子洞、2023-03-0145 minPinyin 4-everÄr du kines? Äter du hund?Tomat-Fanny, CRA-Xiao och präktiga Jenny pratar om olika stereotyper av kineser. Kanske introducerar vi även några helt nya som du aldrig har hört tidigare, och spär på befintliga stereotyper ännu mer för att de ligger lite för sanningen - ooops.2022-11-2438 min
The Nonlinear Library: Alignment Forum Top PostsClarifying “What failure looks like” by Sam ClarkeWelcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio.
This is: Clarifying “What failure looks like”, published by Sam Clarke on the AI Alignment Forum.
Thanks to Jess Whittlestone, Daniel Eth, Shahar Avin, Rose Hadshar, Eliana Lorch, Alexis Carlier, Flo Dorner, Kwan Yee Ng, Lewis Hammond, Phil Trammell and Jenny Xiao for valuable conversations, feedback and other support. I am especially grateful to Jess Whittlestone for long conversations and detailed feedback on drafts, and her guidance on which threads to pursue and how to fram...2021-12-0429 min
The Brett Allan ShowActress Jona Xiao Talks "Hightown" and Her Character "Daisy"| Season 2 On STARZ (10/17/21)It's Friday! Today on the Brett Allan Show we are hanging out with actress Jona Xiao who can be seen as "Daisy" in season 2 of "Hightown", Streaming on 10/17 only on STARZ. We talk about her first ZOOM table read with Louis Guzman, how she developed the character, her keys to success as an actor and how she defines success. Also, her philanthropic work helping other actors secure better paying and legitimate jobs in the industry! All this and more. In March 2021, Jona lent a powerful voice as Young Namaari in Disney’s fantasy action- adventure animated film "Ra...2021-10-1517 min
EARadioDual moral obligations and international cooperation against global catastrophic risks | Jenny Xiao
The fight against global catastrophic risks (GCRs) requires international cooperation, yet it is often challenging to foster genuine collaboration among different countries. Jenny Xiao, a PhD student at Columbia University, reconceptualizes international cooperation decisions as a tradeoff between “dual moral obligations” towards the nation and humanity as a whole. How countries think about this tradeoff shapes their willingness to contribute to collective efforts against GCRs.
This talk was taken from EA Global Asia and Pacific 2020. Click here to watch the talk with the PowerPoint presentation.2021-01-2924 min
EA TalksDual moral obligations and international cooperation against global catastrophic risks | Jenny XiaoThe fight against global catastrophic risks (GCRs) requires international cooperation, yet it is often challenging to foster genuine collaboration among different countries. Jenny Xiao, a PhD student at Columbia University, reconceptualizes international cooperation decisions as a tradeoff between “dual moral obligations” towards the nation and humanity as a whole. How countries think about this tradeoff shapes their willingness to contribute to collective efforts against GCRs.This talk was taken from EA Global Asia and Pacific 2020. Click here to watch the talk with the PowerPoint presentation.Effective Altruism is a social movement dedicated to finding ways to d...2021-01-2924 min
Shameless Sisters|好意思姐妹Shameless Sisters 好意思姐妹 | 贝贝搬家遇到意外&上海最好吃的小笼包推荐最近贝贝刚搬完家，但在搬家的同时她居然遇到了一场意外？！大家都要小心用电！今天的节目还跟大家更新一下几周前我们在节目中说的关于贾老板，Justin Timberlake的八卦，因为他最近在Instagram上也是为自己的行为道歉了，但是他的道歉真诚吗？如果你是他的妻子，你会怎么应对呢？最后，贝贝会跟大家分享一个她遇到的“soul mate” 灵魂伴侣的事情，你有soul mate吗？你的soul mate是谁呢？这个故事发生的地点还是在一个吃小笼包的地方，所以如果你也想知道上海哪里的小笼包好吃的话，千万不能错过今天的节目咯！---------------------------------------------------------------------------------------------------Bei Bei's Instagram https://bit.ly/2Cx1CeuJenny's Instagram https://bit.ly/2pXeojCJenny's Channel https://bit.ly/2K8GrU5#shamelesssisters #好意思姐妹---------------------------------------------------------------------------------------------------We all grew up thinking our "soul mate" would be our true love, the romantic kind, someone we'd share our forever with. But as we grow older we realise, you can have more than one soul mate, you can have all different kinds of soul mates. A soul mate like your pet, a best friend like a sister or just by chance, a stranger on the street. To accompany this "soul food" with some real food, we share the BEST places to get your Xiao Long Bao's 小笼包 in Shanghai! And no, it is not that tourist trap with the really long line in Yu Gardens, it is SO much better. We know a lot of you will be travelling to Shanghai at the end of the year, so let us know if you want any more food recommendations, 2019-12-1519 min
Dear SeekersConversation with Jenny BirdFrom small town Elora to Toronto to the world, from selling her jewellery on her kitchen table to now over 500 retail stores internationally, from having fertility challenges to now mother to two, Jenny Bird is one of those women who made something out of nothing- through her strength to persevere over and over again and through her power of manifestation. As a young girl growing up in a town with a population of 3000, Jenny socked herself in arts and crafts. along with big dreams and deep understanding of the responsibility to provide for the family. Now, at 42, Jenny is at...2019-03-1448 min
Dear SeekersJenny Bird on the power of manifestationFrom small town Elora to Toronto to the world, from selling her jewellery on her kitchen table to now over 500 retail stores internationally, from having fertility challenges to now mother to two, Jenny Bird is one of those women who made something out of nothing- through her strength to persevere over and over again and through her power of manifestation. As a young girl growing up in a town with a population of 3000, Jenny socked herself in arts and crafts. along with big dreams and deep understanding of the responsibility to provide for the family. Now, at 42, Jenny is at...2019-03-1448 min
Dear SeekersCaila Stangl on embracing the unknownCaila Stangl is the cofounder and soul of Public Office, a creative and production studio based in Toronto. At a time when nothing in sight was visually thrilling, PO caught my attention. I visited their beautiful studio in the Artscape Youngplace building on a sunny day and had a pleasant conversation with Caila and Lindsay (the other cofounder). They've been doing some big things quietly- working with international elite clients like Roots Canada, Starbucks and other local beloved brands, such as Jenny Bird, Golden Ticket Candy. During our chat, Caila shares the small yet pivotal moment f...2018-08-0252 min
Escape From Plan AEp. 2: What If Asian Guys Go Alt-Right?Asian guys are increasingly refusing the assimilationist liberalism that often excludes them, so is the Alt Right a natural landing spot for those who fall out of the collapsing center? Teen, Oxford, and Jess talk about the need for a new progressive Asian political identity.
TWITTER:
Teen (@mont_jiang)
Jess (@whatsupjess)
Oxford (@oxford_kondo)
REFERENCED RESOURCES:
What If Asian American Men Fall to the Alt-Right? by Oxford Kondo: https://planamag.com/what-if-asian-american-men-fall-to-the-alt-right-3b392495786
AALDEF - The Asian American Vote 2016: http://aaldef.org/TheAsianAmericanVote2016-AALDEF.pdf
Neo-Nazi to Troll Army: 'We Have to Be Sexy' at the Big Alt-Right Rally by...2017-09-2652 min
State of the HumanNavigating (full episode)Ants navigate to and from food using pheromone trails; the stronger the pheromone trail, the more ants following it, like some kind of highway map. Humans use similar mapping strategies as we navigate through life, but how do we know that the paths we’re on will lead us to where we want to be? Today’s show is about navigating, with four stories and a poem about various ways that humans are moving through the world, with unique answers to these questions: How do we navigate through life without any instructions, or with instructions that might be wrong? How do w...2017-05-1752 min
State of the HumanNavigating - Story 2: In Transit - Greyhound“Once you decide something, you kinda have to destroy everything else right? Your other options? You gotta let em go.” We spend an entire day at the Oakland Greyhound station and ask people where they are going. Mark Mendoza chases a cameraman. Cathy Wong learns when not to own a skeleton key. Hollie Kool talks to a Japanese pizza lover. Mimes are involved.
Producers: Will Rogers, Alec Glassford, Rosie La Puma, Yue Li, Cathy Wong, Virginia Drummond, Katie Wolfteich, Aparna Verma, Jenny Han, An-Li Herring, and Connie Xiao
Music: "Night Owl" by Broke For F...2017-05-1723 min