Shows
硅谷101|中国版E192｜谷歌的翻身仗与Gemini背后的灵魂人物｜解析2025谷歌 I/O2025年的Google I/O大会无疑是谷歌打的一场漂亮的翻身仗。曾几何时， Bard的“翻车”让谷歌市值一夜蒸发千亿，OpenAI的4o模型又在I/O前夜“精准狙击”。然而，今年谷歌却破釜沉舟：Gemini 2.5 Pro强势霸榜，重塑搜索的AI Mode主动拥抱变革，XR智能眼镜重构人机交互。本期节目，我们邀请了两位前Google的技术专家，拆解Gemini模型登顶背后的底层逻辑，以及AI Mode能否帮助谷歌在AI时代扳回一局？我们还邀请了华尔街投资人，从资本市场的视角解读发布会后为什么谷歌股价先跌后涨，并分析谷歌商业模式的根本性变革，以及它在“美股七巨头”中的真实处境。【主播】泓君Jane，硅谷101创始人，播客主理人Yiwen，硅谷101特约研究员【嘉宾】Kimi Kong，Energent.ai联合创始人，ex-DeepMindShaun Wei，HeyRevia 创始人，ex-Google Assistant刘沁东，美国Esoterica Capital（济容投资）首席执行官兼首席投资官【你将听到】Google I/O 2025：从模型到产品的全面翻身仗00:11 Google I/O三年回顾：从Bard失误到Gemini 2.5 Pro的翻身仗03:44 Google的模型全家桶：从广度到深度的融合04:34 视频模型加入声音：Veo 3真正实现Text-to-MovieAI Mode：搜索业务的自我革命06:58 AI Mode大幅提升上下文理解能力，但灰度测试体验弱于Open AI10:09 手握人才、模型、流量三大优势，2025-05-251h 23
硅谷101E192｜谷歌的翻身仗与Gemini背后的灵魂人物｜解析2025谷歌 I/O2025年的Google I/O大会谷歌打了一场漂亮的翻身仗。曾几何时， Bard的“翻车”让谷歌市值一夜蒸发千亿，OpenAI的4o模型又在I/O前夜“精准狙击”。然而，今年谷歌却破釜沉舟：Gemini 2.5 Pro强势霸榜，重塑搜索的AI Mode主动拥抱变革，XR智能眼镜重构人机交互
。
本期节目，我们邀请了两位前Google的技术专家，拆解Gemini模型登顶背后的底层逻辑，以及AI Mode能否帮助谷歌在AI时代扳回一局？我们还邀请了华尔街投资人，从资本市场的视角解读发布会后为什么谷歌股价先跌后涨，并分析谷歌商业模式的根本性变革，以及它在“美股七巨头”中的真实处境。
【主播】
泓君Jane，硅谷101创始人，播客主理人
Yiwen，硅谷101特约研究员
【嘉宾】
Kimi Kong，Energent.ai联合创始人，ex-DeepMind
Shaun Wei，HeyRevia创始人，ex-Google Assistant
刘沁东，美国Esoterica Capital（济容投资）首席执行官兼首席投资官
【你将听到】
Google I/O 2025：从模型到产品的全面翻身仗
00:11 Google I/O三年回顾：从Bard失误到Gemini 2.5 Pro的翻身仗
03:44 Google的模型全家桶：从广度到深度的融合
04:34 视频模型加入声音：Veo 3真正实现Text-to-Movie
AI Mode：搜索业务的自我革命
06:58 AI Mode大幅提升上下文理解能力，但灰度测试体验弱于Open AI
10:09 手握人才、模型、流量三大优势，意愿才是AI搜索之战的关键
13:41 闭环购物：AI搜索带来全新商业逻辑
19:04 用户订阅+精准广告能否建立新商业模式
23:14 数据、生态、分发，Google在AI搜索上的起点无人能比
Gemini 2.5崛起背后的底层逻辑
25:06 让AI教AI，Gemini 2.5霸榜秘诀
27:38 代码第一优先级，Anthropic脱颖而出的数据配比
30:36 从追赶到引领，Google用代码质量与推理能力翻盘
32:21 解奥数题只是秀肌肉，模型要能服务于商业
33:36 三位灵魂人物撑起Gemini：预训练、强化学习与自然语言处理三管齐下
37:09 谢尔盖·布林回归：重回每周60小时的“Founder Mode”
38:10 从躺平到拼命，Google用一年打回了AI主场
39:18 Google API价格优势揭秘：TPU、基建调度能力、软硬件一体化
41:26 DeepSeek论文暴露谷歌API真实成本
AI创业机会与冲击
42:44 AI Agent创业模型选择：没有最好，只有最适合
47:05 AI产品设计：模型决定下限，工程决定上限
49:58 Google Meet实时翻译三大惊喜：准确、低延迟、上下文理解
51:58 巨头一更新，创业公司倒一批
54:25 Google在AI竞争中的优势：硬件、数据、算法
55:29 Google惯用策略：产品靠铺量看谁出爆款
华尔街视角看Google AI的困境与挑战
59:06 “起个大早，赶个晚集”：Google全栈式服务仍难打消市场疑虑
01:02:27 从躺着赚钱到动一动才能赚钱
01:08:56 “反垄断”是Google挥之不去的悬剑，风险尚未真正price in
01:12:53 Google在“七巨头”中的独特困境：叙事始终不清晰
01:17:25 大模型不再只是烧钱竞赛，应用场景才是巨头的护城河
01:18:56 AI Mode虽能带动搜索增长，但商业化路径仍不清晰
【提到的相关名词和人名】
SEO（Search engine optimization，搜索引擎优化）
33:53 Google大模型的三大灵魂人物：Jeff Dean、Oriol Vinyals、Noam Shazeer
【监制】
泓君
【后期】
AMEI
【运营】
孙泽平、王梓沁
【BGM】
Sunshine Rain - Brendon Moeller
The Twelve Spies - Silver Maple
The Last Run - Christoffer Moe Ditlevsen
Antidote X STEMS MELODY - Van Sandano
Anticipating a New Day - Stationary Sign
【在这里找到我们】
公众号：硅谷101
收听渠道：Apple Podcast｜Spotify｜小宇宙｜喜马拉雅｜蜻蜓FM｜网易云音乐｜QQ音乐
其他平台：YouTube｜Bilibili 搜索「硅谷101播客」
联系我们：podcast@sv101.netSpecial Guests: Bruce Liu, Kimi Kong, and Shaun Wei.2025-05-251h 23
The Jeremiah ShowWill Brittain - Actor in the New Film WaywardTHE JEREMIAH SHOW Featuring Will Brittain - Actor in the New Film WaywardWill began his acting career in 2011, making his debut film in the drama film Big Boy, in which he played the lead role of David Grace.He directed the short film WiLdMan. Will was in the festival hit “A Teacher,” in Richard Linklater’s baseball ensemble Everybody Wants Some!!, and in the big-budget Warner Brothers feature Kong: Skull Island working with Sam Jackson. In 2018, he received critica...2025-04-071h 13
Anime Death SpiralEp 100 - Second Annual PodcastersA thorough analysis of yet another year of life in the desperate pursuit of beauty and meaning hidden somewhere deep inside an inexhaustible stream of anime and manga, the likes of which has never been attempted before. Except for last year. Mii-chan Wants To Be KeptSmoking Behind The Convenience Store With You Cigar HolicTobacco ChanBasilisk Unicorn OverlordJuu - Ninpou Makai TenshouDungeon MeshiIshura Hokkaido GalsDragons DogmaGo Go Loser RangerKaiju No. 8Spice and Wolf Black ButlerWindbreaker Jellyfish Cant Swim At NightThe Fable Hanma Baki VS Kengan Ashura Gods Games We Play Re:MonsterHighspeed EtoileYatagarasuGrandma and Grandpa Are Young...2025-03-211h 22
Narrações - Diásporas Asiáticas.01 Institucional - Diásporas AsiáticasEm um espaço cultural que tem a honra de ostentar o nome de Tomie Ohtake, pensar asdiásporas asiáticas é uma tarefa inevitável. A história de Tomie – japonesa, mulher,imigrante, mãe, artista – é feita de deslocamentos em busca de liberdade criativa. Trata-sede uma história entremeada por muitas outras.Os numerosos conflitos, crises, invenções, revoluções e guerras ao longo do século XXforam determinantes tanto para a diáspora de importantes parcelas da população asiáticaquanto para o afluxo de imigrantes de diversas partes do mundo ao Brasil – t...2024-04-1603 min
Podcast Brez FiltraSO VSI SLOVENSKI FILMI SLABI? - TIN VODOPIVEC - Podcast Brez Filtra #136Ta teden se nam je pridružil stand up komik in režiser Tin Vodopivec.
Veliko smo se pogovarjali o snemanju filmov, razporejanja z budgeti, režiranju in pisanju scenarijev,primerjave med ameriškimi in slovenskimi igralci, ali smo slovenci slabi igralci, zakaj ima Tin potrebo po pozornosti in na katerem Tinovem nastopu nas boste lahko ujeli?
TIN VODOPIVEC
Instagram ►https://www.instagram.com/tinvodopivec/
Spletna stran► https://www.tinvodopivec.com/
YouTube► https://www.youtube.com/channel/UCRMN21EV4H7yzpZ58pHUbaw
DONIRAJ (d...2024-03-241h 49
Strife's SanctumStrife's Sanctum Podcast #126: Rumbling Hearts/Kimi ga Nozomu EienAn adaptation of an adult visual novel of the same name, Rumbling Hearts is a melodramatic take on the effects of guilt, time lost, relationships torn apart, and what a person is meant to do when faced with grief they cause. While the visual novel explores some REALLY messed up scenarios, the anime adaptation sticks to the main two character routes. Much like Catherine, I think a lot of this show only works if you accept the main character is as hopelessly dumb as Vincent is. However, if you can get into the love triangle aspect at all, it...2023-12-2323 min
Faith in the Glitchｖａｐｏｒ_ｅｏｎシャワーズ// Vaporwave DJ Mix | 4.20.23 |1 Light The Way! Aika & Trifect
2 I miss those days (feat. 五味ばこる) [Reprise] kissmenerdygirl Urban Flyer
3 Bubble Trap deku kid
4 Goodbye, Hong Kong 相庭 Zero Funk Given
5 イチゴとチョコレート (Donkan Remix) サクラSAKURA-LEE STAR VIRGIN (REMIXES)
6 Vibes 3R2 & Elicca Vibes
7 WONDER POP Moe Shop
8 仕事後でｓｍｏｏｔｈにしよう Vantage Summer Vibin (Deluxe Edition)
9 Unfamiliar Ceilings My Sister's Fugazi Shirt God's In His Heaven, All's Right With The World
10 ＧＩＲＬ bl00dwave ＮＥＷ ＶＩＳＵＡＬＳ
11 EVERYTHANG EPSON LAST WAVE OUT / ALL THE THINGS YOU AIN'T
12 All Night Midnight Television Midnight Television
13 GettinLo 90 Faith in the Glitch
14 slowdown driver joyride
15 興奮 desert sand feels warm at night ユートピアへの旅
16 P▲IN D▲RKPYR▲MID ELECTRIC▲L TE▲RDROPS
17 あとうちょい 私たちのNIGHT 私たちのNIGHT
18 drifting away biosphere dystopian tea [Full Beattape]
19 show me waterfront dining Couples Resort ®
20 Home Visions™ - Heat of the night Pool...2023-04-212h 03
Genre Exposure: A Film PodcastEpisode 035: Let the Bullets Fly (2010)In this episode, we return to our vault of listener suggestions to cool down from our focus on made-for-tv movies. Echoing back to our block on Westerns and Dustin's recent foray into Hong Kong cinema, we're taking a look at Jiang Wen's Let the Bullets Fly from 2010. Dustin weighs some shoddy CGI as the price of admission for the comedy that follows. Jason shares his undying devotion to Chow Yun-fat. Michael lays out some of the differences between Hong Kong cinema and films from mainland China. But before all that, the Shaw Bros boxset round-up concludes plus Michael and...2022-06-081h 29
Listen to Kimi FMListen to Kimi FM News Update from VOA (Voice Of America)-Weekdays 17 MEI 2021Listen to Kimi FM News Update from VOA weekdays bersama
Kimi FM kembali merangkum berita yang disiapkan oleh Redaksi Voice
Of America dari mancanegara dalam Bahasa Indonesia.
Diantaranya,berita :
Singapura - Hong Kong Kembali Tunda Gelembung Perjalanan.
Simak berita lain dari Listen to Kimi FM News Update from VOA di Pemutar Podcast kesayangan kamu.2021-05-1705 min
49WProtestoları Okuma Kılavuzu: Kaçta, Hangi, Ne İle, Niçin, Kimi, Kimden, Neyi, Ne Belli, Neye, Kim?Son on yıla protestolar damgasını vurdu. Gezi olaylarından Arap Baharı'na, Venezuela'dan Hong Kong'a dünyanın dört bir yanında protestolar yaşandı. Peki insanlar niçin protesto eder? Hangi protestolar başarılı olur? Sokağa inmek suç mu? Şiddet bir işe yarar mı? İnsanları protestolara çeken faktörler neler? Kimler protestolara katılır? Kimler protestolara katılmaz? Yüzde 3,5 kuralı ne demek? Ahmet Arif Günaydın bunlara ve pek çok başka soruya cevap aradı. İyi dinlemeler...2020-09-2007 min
DJ ICEMOON | The Beat Confusion - Live Mixtapes326 [IR] ICEMOON [ATTITUDE]..memo note from something like a month a go....Shit happens, even during live records..
..Most for a good reason..Hard to describe what I feel after this edition.. But is a good satisfaction..Fishing the boundary of that Frequency type so Dirty as Nasty..
..Attitude is the reaction of this expression to me after audition..
..Describe a mood like this deserves an Edition like 326.. Be it the Attitude or the State of Mind.. Icemoon Frequency is here by getting even closer to determination of its character with this Elemental Attitude.. I f...2015-07-081h 14