Shows
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
Break OutBreak Out #71 (Guest: Gabry Ponte)This episode is full of new and exclusive music. Don't miss it!
1. Cheat Codes, Öwnboss - Carnival
2. Kevin Palacios - Nostalgia
3. Liu x Plastik Funk x Toxic Joy feat. Bellini - Samba de Janeiro (Carnaval Mix)
4. BYOR - Old School
5. Carnage - WDYW (DJ Susan x Curlyheads Edit)
6. Gucci Mane - Pills (Proppa x CJ Edit)
7. Tim Hox, Wouter S - How I Feel
8. Josh Samuel - Pump That
9. Xpilot - Don't Wait
10. Dastic & DIMMA - Give Me Some Time
+++ GUEST MIX BY GABRY PONTE +++
11. Gabry Ponte...2025-03-311h 27
Fresh The House RadioFresh The House Radio by Ilykha Sushin #10200:34 Don Diablo & Qobra - Remember Me [HEXAGON]
04:03 Plastik Funk, Liu, Toxic Joy - Samba De Janeiro (feat. Bellini) (Carnival Mix) [FUTURE HOUSE MUSIC]
06:53 Armin Van Buuren & Rob Swire - Sound Of You [ARMADA]
10:22 Skytech & Fafaq - Ladadi [ARMIND (ARMADA)]
Noise Of The Week:
13:23 Öwnboss, DJs From Mars, Henry Himself - I Have No Memories About Last Night [ACTUATION]
16:20 MORTEN - Portrait [INSOMNIAC]
20:04 Ship Wrek - Animal (feat. Datti) [ARMADA]
23:10 CID - Pass Out [NIGHT SERVICE ONLY]
26:23 Cedric Gervais - BAD GIRL [DELECTA (ARMADA)]
30:07 Elysian vs. Kryder - Now We Are Free (B Jones Remix) [KRYTERIA]
33:59 Afrojack - Never Forget You [W...2025-03-291h 01
無瑣事事務所 Nothing Much Office《無瑣事事務所》 EP 26- 化妝師世界 之 那些關於美的挑戰-《無瑣事事務所》EP 26- 化妝師世界 之 那些關於美的挑戰-來到 Guest Series 第七集，我們邀請了一位專業的化妝師，也是我們的好朋友Ophelia Liu，與我們一同分享她在美妝行業的故事與挑戰！這位來自香港的化妝師，多年來活躍於影視，她參加了 BBC 和 Netflix 的《Glow Up》第二季，以其獨特風格與強大實力在激烈的競爭中脫穎而出，最終贏得冠軍。在這一集中，我們探討了她在這個行業中的心路歷程，從初入行的艱難時刻，到成為專業化妝師的點滴經歷。同時，我們也聊到了化妝背後的意義，以及她如何用美妝來講述自己的故事。對化妝、創作，或者對美的詮釋感興趣的大家，這一集絕對強烈推介！———————————Available on Spotify and Apple Podcast!Link in Bio x#廣東話Podcast #podcast #Makeup #廣東話 #CantonesePodcast #香港Podcast #香港人 #香港 #香港創作 #HongKongPodcast #香港化妝師 #化妝 #美妝 #倫敦 #英國 #HongKong #hkpodcast #podcasthk #無瑣事事務所 #化妝挑戰 #美妝故事2025-01-1357 min
Daily Paper CastOpenAI o1 System Card
🤗 Upvotes: 12 | cs.AI
Authors:
OpenAI, :, Aaron Jaech, Adam Kalai, Adam Lerer, Adam Richardson, Ahmed El-Kishky, Aiden Low, Alec Helyar, Aleksander Madry, Alex Beutel, Alex Carney, Alex Iftimie, Alex Karpenko, Alex Tachard Passos, Alexander Neitz, Alexander Prokofiev, Alexander Wei, Allison Tam, Ally Bennett, Ananya Kumar, Andre Saraiva, Andrea Vallone, Andrew Duberstein, Andrew Kondrich, Andrey Mishchenko, Andy Applebaum, Angela Jiang, Ashvin Nair, Barret Zoph, Behrooz Ghorbani, Ben Rossen, Benjamin Sokolowsky, Boaz Barak, Bob McGrew, Borys Minaiev, Botao Hao, Bowen Baker, Brandon Houghton, Brandon McKinzie, Brydon Eastman, Camillo Lugaresi, Cary Bassin, Cary Hudson, Chak Ming Li, Charles de Bourcy, Che...2024-12-2525 min
The Delta FlyersEquilibriumThe Delta Flyers is hosted by Garrett Wang, Robert Duncan McNeill, Terry Farrell & Armin Shimerman. In each podcast release, they will recap and discuss an episode of Star Trek: Deep Space Nine. This week’s episode, Equilibrium, is hosted by Garrett Wang, Robert Duncan McNeill, & Terry Farrell.Equilibrium: While experimenting with a keyboard, the musically untrained Dax inexplicably plays a melody she seems to remember from somewhere. We want to thank everyone who makes this podcast possible, starting with our Production Managers Megan Elise & Rebe...2024-12-031h 08
Listening to Canberra VoicesEpisode 21: Refuge in NatureThis episode of Listening to Canberra Voices contains descriptions of conflict and the impact of trauma on children, listener discretion is advised. In 1991, Antonia became a refugee when Dubrovnik was besieged due to ongoing fighting in the Croatian War of Independence. She was 11 years old. Because of her experience, in Croatia, the natural world felt dangerous and hostile. Living in Canberra presented Antonia with the opportunity to spend time in nature, up on Mt Majura. What followed was a catharsis, a journey of reconnection and healing.
Bio: Antonia is a Croatian-Australian woman, living in Canberra. She was...2024-10-0900 min
牛哥講經丨廣東話哲學、書籍分享S2EP45 職場心理學：職場疑難大解構，用心理學x哲學喺公司開外掛——攻略「見工，打工，加人工」！丨feat 樹洞香港丨《哲學是職場上最有效的武器》今集想同大家傾下職場心理學。我準備咗山口周嘅《哲學是職場上最有效的武器》，不過，要講職場心理學當然就唔能夠只係靠我，好開心搵到樹洞香港嘅Peter，喺百忙之中，抽時間上嚟同各位分享一下相關內容。
各位《牛哥講經》嘅聽眾，對Peter應該唔陌生（因為我哋之前都有一集試過對談，大家有興趣可以去聽返），Peter係樹洞香港嘅創辦人，依家youtube channel已經有超過十四萬人follow，身為一個具相當規模嘅團體嘅話事人，相信佢嘅分享，可以幫到大家用更立體嘅視角應對職場——亦即係一個管理層＋有企業培訓經驗＋具心理學知識嘅視角。今集起碼會問以下問題：
面試嘅時候，遇到「點解返呢份工」、 「點解要請你」可以點答？
返工返到頹……覺得自己好廢，好似白過咁，可以點應對？
／／點樣減低請假罪疚感？請假一來驚麻煩到人二來驚做唔晒啲嘢，後來發現其實係杞人憂天，但都無限loop，請問點改善呢種心態。／／
／／同事關係其實幾friend，但有時朋友關係又會影響到工作關係。兩者之間始終有張力，點調節好？網上主流都係話：千祈唔好同同事做朋友／／
／／點樣唔比hea既人針？例如你係hea人環境做得多野，會害到hea人多野做左／／
應該點樣同老細講加人工？
最近Peter仲會喺Sat Knowledge推出一個線上課程，教人用心理學解決職場難題，我都喺discord度邀請會員問唔同嘅問題，希望Peter可以幫下手指點迷津。我都會喺中途試下用《哲學是職場上最有效的武器》嚟回答（我相信哲學嘅回答會遠少少，而心理學嘅回答應該會貼近啲、pratical啲）。
music:
Piano Relax-The Most Beautiful & Relaxing Piano Pieces, Best Piano Cafe Music, Study
https://soundcloud.com/lam-nguyen-50766364/piano-relax-the-most-beautiful-relaxing-piano-pieces-best-piano-cafe-music-study?in=liu-lena/sets/piano-melody-partial
-------------------------
樹洞香港 x SAT.KNOWLEDGE 職場晉升心理學
8/15-9/23 預購期間低至5折⭐
輸入牛哥講經專屬優惠碼「COWGOR」再有$80折扣！
課程內容：https://hi.sat.cool/RsTcU2024-08-2356 min
DJ B-BoyHouse Of Bounce1.One More Time Tubthumping (Zoone Edit Intro Clean) - Daft Punk
2.Take Control (Club Mix) - GhostMasters
3.Makeba (Sir Gio & Liu Mashup Intro Clean) - Jain, Marten Horger, Bandon, Rakurs
4.Lady (Hear Me Tonight) (Extended Mix) - Mark Knight, James Hurr
5.September Murder (Original Mix) - Block & Crown, Culum Frea
6.Wanna Say Yeah (Block & Crown Dope Demand Mix Block & Crown Dope Demand Mix) - Luca Debonaire, Block & Crown
7.Another Night In The Sun (BNM Bootleg) - Zesto, Real McCoy
8.Baby again.. (Original Mix) - Fred Again.., Skrillex, Four Tet
9.The Nights (Kyle McKay 0800 Heaven Mashup) - Avicii, Joel Corry
10.Like...2024-08-171h 01
Hey UStep Up Intern Series — Melody Liu | University of Utah Health Plans- Community and EngagementWelcome to another episode of Hey U! Hey U team members Rohan and Diego are back with our Step Up Intern series, partnering with the Step Up Internship Program at U Career Success. Our guest Melody Liu talks about her internship experience with University of Utah Health, and how it has impacted her!
The Step Up internship program provides U of U undergraduate students who have preexisting unpaid internships with compensation for time with their host organization to allow them to focus on the internship and the learning and growth that can come from it!
...2024-07-1913 minFresh The House RadioFresh The House Radio by Ilykha Sushin #54001. Astrality, Jyll, Dillistone - Heartbeat Slow [TOMORROWLAND MUSIC]
002. Joel Corry & Pickle - Stay Together (Baby Baby) (feat. Vula) [D4 D4NCE]
003. Armin Van Buuren & D.O.D - By Now (feat. Laura Welsh) [ARMADA]
004. Liu, Khouri, Schillist - Sounds Of The Underground [FUTURE HOUSE MUSIC]
005. Stadiumx & Taylr Renee - Howl At The Moon (Stadiumx Rework) [PROTOCOL]
006. Gianluca Vacchi - Bala (feat. Flori Del Pino) [SPINNIN’]
007. GAWP & The Melody Men - Sun Comes Up [HELDEEP]
008. SIDEPIECE & Disco Lines - Give It To Me Good [BIG BEAT]
009. Tujamo & YouNotUs - 808 [CITY STARS]
010. HYPERBEAM - Reading My Mind (feat. Sarah De Warren) [TINTED (IN...2024-04-261h 00
The Hip Hop Hustle Podcast#193 - Interview Feat. Enik "Bringing KPOP To America, Work At McDonalds & Mindset of Desperation"On today's show I caught up with Enik. ENIK (Enik Lin) is an artist, songwriter, producer, and mix engineer based in Los Angeles, CA, with a notable track record of producing chart-topping international hits for K-pop, J-Pop, and Mando-Pop artists such as Van Ness Wu, Nicky Lee, Flowsik, Aziatix, Royal Pirates, Amber Liu, Old Codex, and multi-platinum K-Pop artist Solid. Notably, ENIK produced, arranged, composed, and mixed the track “Bass Gun” on Van Ness Wu’s album “MWHYB” in 2016, which was nominated for a Golden Melody Award in May 2017 for “Best Recording Album of the Year”.ENIK has collaborat...2024-04-071h 05
BookwormMelodyGood Life Good Vibes-by Vex King: You can not change people surround you, but you can change who surround you小額贊助支持本節目： https://open.firstory.me/user/cktilrknyf0oi0994v453n66t 留言告訴我你對這一集的想法： https://open.firstory.me/user/cktilrknyf0oi0994v453n66t/comments Hi everyone, welcome for tune it in my podcast channel. This episode is about a book that encouraging people get positive minds and good vibes surrounds. Vex King has supported me from this book, thank you so much! To leave toxic relationships, and go for your own wills. Hope you all enjoy, please follow my Instagram. @Melodyisabookworm, meet me there with more information of books. Powered by Firstory Hosting2024-02-1758 min
Gratitude Blooming PodcastWhat is nature showing you this season?Send us a textAs the frost of winter blankets parts of earth, we find ourselves wrapped in the cozy musings of transition and the gentle guidance of nature's rhythm. Based on our recent travels, including to a snow-cloaked Yosemite, we invoke the power of nature's symbolism to inform our reflections on the year gone by. Our conversation meanders through the interplay of presence, intention, and the art of slowing down. We begin with a guided meditation that invites you to feel the essence of change and embrace the unfolding gifts of the coming year....2024-01-1929 min