Startup Island TAIWAN Podcast

In this episode, we sit down with Jenny Hsu, a former Web3 operator who went from managing P&Ls, restructuring teams, and scaling startups to spending nearly three years working on farms, coral reefs, and regenerative agriculture.That unexpected journey eventually brought her back to entrepreneurship — this time through coffee.Jenny is now building ventures around regenerative agriculture and coffee, including Omawild, which she describes as “a nature fund disguised as coffee.”We talk about why she walked away from tech, what she discovered in Indonesia, why coffee became the vehicle for her bigger mission, and whether regenerative agriculture can actually scale without losing what makes it regenerative.In this episode, you'll learn:Why Jenny walked away from the Web3 worldWhat she discovered through regenerative agriculture and coral restorationWhy coffee became her next businessWhat we don't see behind a bag of coffeeHow Omawild connects coffee with nature restorationWhether regenerative agriculture can actually scaleWhat Jenny is bringing back to Taiwan從 Web3 到再生農業：她如何用一杯咖啡打造「偽裝成咖啡的自然基金」？ ft. Omawild 創辦人 Jenny Hsu從經手損益表、重組團隊到推動 Web3 新創規模化，Jenny Hsu 曾身處科技與數位資產的最前線。然而，她卻選擇毅然轉身，走入印尼的農場、走進珊瑚礁與再生農業現場，度過將近三年的田野歲月。這段看似意料之外的歷程，最終引領她帶著全新的視角重返創業圈——這一次，她以「咖啡」為載體，創辦了再生農業品牌 Omawild，將其定義為「偽裝成咖啡的自然基金」。本集節目邀請 Jenny 深入分享她告別科技業的心路歷程、在印尼土地上的實地發現，以及如何在商業規模化與永續生態復育之間找到真正的平衡。本集重點：轉身告別 Web3 浪潮：放下損益表與團隊擴張的日常，為何選擇跨入看似遙遠的自然土地泥土與珊瑚礁的現場震撼：深入印尼三年實地耕作，第一線看見再生農業與海洋修復的真實困境為何是咖啡？：揭開每一包咖啡背後被忽視的產銷鏈真相，讓日常飲品化為驅動生態修復的槓桿Omawild 的商業模式解密：如何跳脫傳統綠色倡議框架，將商業利潤精準導向長期的大自然投資永續與規模化的拉鋸戰：探討再生農業能否在擴大市場規模的同時，守住對土壤與生態的核心承諾

In this episode, we sit down with Richard “Rick” Wiltgen, founder of RideFair, whose entrepreneurial journey has taken him across Europe and Asia before bringing him to southern Taiwan. After spending some 20 years in Asia and most recently running a company in Luxembourg, Rick could have chosen many places to build his next venture. Instead, he chose Taiwan, and specifically Kaohsiung. He shares what building in Luxembourg taught him, why Asia remains central to developing his business, and what he found in Taiwan that made it the place to build and innovate.That decision also led him to an overlooked problem. From couriers and university shuttles to elderly-care vehicles, Rick saw fleets still making routing decisions with limited tools and little evidence of whether a better route could actually save them time or money. That became the foundation for RideFair, which uses a fleet's own historical data to test what could have happened differently before asking operators to trust a new system.Rick also explains how his background in history shaped that approach, why he believes trust rather than optimization is the real challenge, and where AI belongs once it can prove that it actually performs better.From Luxembourg to Kaohsiung, this is a conversation about what it takes to build across markets, why location still matters for founders, and why Rick believes Taiwan can be a place not just to enter Asia, but to build what comes next.In this episode, you'll learn:What Rick learned from building businesses across Europe and AsiaWhy he chose Taiwan for his next companyWhy Kaohsiung, rather than Taipei, became the home of RideFairWhat he discovered about how commercial fleets still make routing decisionsHow RideFair uses a fleet's own historical data to test better routes before asking operators to trust its technologyWhy Rick believes trust, not optimization, is the missing piece in the industryHow his background in history inspired RideFair's approach to asking, “What would have happened otherwise?”Where AI fits, and why Rick believes it should prove itself before making decisions for a live fleetWhat his experience says about Taiwan's potential as a place for international founders to build and innovate從盧森堡到台灣：跨足歐亞市場，為何他選擇落腳高雄打造車隊智慧路網？ ft. RideFair 創辦人 Richard “Rick” Wiltgen在亞洲深耕二十年、並曾於盧森堡經營企業的連續創業者 Rick，在開啟下一段創業冒險時，做出了出人意表的決定——他選擇台灣，並且直接落腳高雄。從快遞配送、大學接駁車到長照車隊，Rick 敏銳觀察到許多營運團隊在路徑規劃上，仍仰賴有限工具與直覺決策，缺乏客觀數據佐證更佳路線能否切實降低成本。這催生了 RideFair 的誕生：透過車隊過往真實歷史數據進行逆向驗證與情境推演，在導入全新系統前先證明效益。兼具歷史學背景的他，更深刻指出車隊管理的核心瓶頸往往不是「演算法最佳化」，而是營運者對系統的「信任」。本集節目帶您探討跨國創業的選址思維，以及國際創辦人如何以台灣為起點，驅動新世代智慧移動創新。本集重點：橫跨歐亞的創業視角：融會盧森堡營運智慧與深厚亞洲經歷，淬鍊出敏捷的跨市場拓土思維為何是高雄而非台北？：跳脫傳統選址框架，直擊南台灣獨特的產業能量與智慧城市發展潛力破解車隊路徑規劃盲點：快遞至長照運輸皆受限於經驗決策，傳統派工亟需實證數據打破慣性以歷史數據建立信任：運用「如果當時這樣走」的歷史推演法，先驗證節省效益再推動系統導入歷史學思維翻轉 AI 應用：演算法必須先拿出客觀實證，方能在實際路面上承擔起關鍵決策重任

In this episode, we sit down with Arturs Vancans, founder of Second Space, to explore why he chose Kaohsiung to build his life and business, and what he is seeing as Southern Taiwan's startup ecosystem evolves.When Arturs first arrived in Kaohsiung, the city was rarely seen as a destination for startup founders, particularly international entrepreneurs. But over the years, he has watched the ecosystem change, with more founders, startups, and ecosystem players looking beyond Taipei.Through Second Space, Arturs has had a front-row seat to that shift, building a community where entrepreneurs can work, connect, and build relationships in Southern Taiwan.We talk about what's driving founders to Kaohsiung, what kinds of startups are emerging there, and whether Taiwan's much-discussed “going south” movement is really happening. We also explore what Kaohsiung still needs to become a startup destination in its own right, rather than simply an extension of Taipei.In this episode, you'll learn:Why Arturs chose Kaohsiung rather than TaipeiWhat inspired him to build Second SpaceHow Kaohsiung's startup ecosystem has changed over the yearsWhether Taiwan's startup ecosystem is really “going south”What kinds of founders and startups are choosing KaohsiungWhat entrepreneurs are looking for when they come to Southern TaiwanWhether Kaohsiung is developing a startup culture of its ownWhat needs to happen for Kaohsiung to become a startup destination in its own rightWhat success for Kaohsiung's startup ecosystem could look like three years from now?台灣的新創重心正往南部轉移？深入解析高雄崛起中的創業者生態圈在本集節目中，我們專訪了 Second Space 的創辦人 Arturs Vancans，一起聊聊他為何選擇在高雄落地生根並開拓事業，以及他親眼見證的南台灣新創生態演變。當 Arturs 最初抵達高雄時，這座城市極少被視為創業者落腳的選擇，對國際創辦人來說更是如此。然而這些年來，他看見了環境的蛻變——越來越多創辦人、新創團隊與生態圈夥伴，開始將目光投向台北以外的地區。透過創立 Second Space，Arturs 站在第一線見證了這場轉變，打造出一個讓創業者能在南台灣工作、交流並建立緊密連結的在地社群。我們深入探討了吸引創辦人前往高雄的動力來源、當地正在嶄露頭角的新創類型，以及外界熱烈討論的「新創南向」是否真的落實。我們也共同思考：高雄若要成為一個具備獨立特色的新創重鎮，而非僅是台北資源的延伸，目前還缺少哪些關鍵拼圖？在本集節目中，你將會了解：Arturs 當初選擇高雄而非台北的原因創立 Second Space 的初衷與靈感高雄新創生態圈歷年來的轉變歷程台灣的新創生態是否真正落實「向南發展」選擇落腳高雄的創辦人特質與新創類型創業者來到南台灣時所尋求的資源與環境高雄是否正在孕育屬於自己的新創文化高雄若要成為名副其實的創業首選聚落，還需要促成哪些關鍵改變三年後，高雄新創生態圈的成功典範可能呈現何種面貌？

Tired of Losing the Taylor Swift Ticket Battle? This Canadian Founder Built a Startup in Taiwan to Fight ScalpersIn this episode, we sit down with LK Shelley, co-founder of ARMCo Lab and FanID, to explore how a frustrating concert-ticket experience led her to found a startup in Taiwan. After seeing firsthand the problems of ticket scalping, long entry queues, and the privacy concerns surrounding real-name ticketing, Shelley set out to create a different approach: a “one person, one face, one ticket” system designed to verify that someone is a real person without storing their facial data.But FanID is about more than concert tickets. Shelley sees digital identity becoming increasingly important as AI-generated content, bots, and AI agents make it harder to know whether a real person is behind an account.We also explore her journey as a Canadian entrepreneur building in Taiwan, why she chose Taiwan for her startup, what she has discovered about the local ecosystem, and what international founders should consider before deciding to build here.In this episode, you'll learn:How a concert ticketing problem inspired the creation of FanIDWhy ticket scalping and identity verification remain difficult problems to solveHow FanID approaches identity verification while protecting user privacyWhy proving you are a real human may become increasingly important in the AI eraWhy Shelley chose Taiwan as a place to build her startupWhat Taiwan offers foreign founders—and where there is still room to improveWhat international founders should know before building a startup in Taiwan搶不到泰勒絲門票憤而創業！加拿大創辦人在台打造防黃牛身分驗證新解方 ft. ARMCo Lab 與 FanID 共同創辦人 LK Shelley搶演唱會門票總是不敵黃牛機器人？實名制又引發個資外洩的隱私疑慮？本集節目邀請到 ARMCo Lab 與 FanID 共同創辦人 LK Shelley，暢談她因自身搶票挫折而在台灣創辦新創的精彩歷程。面對猖獗的黃牛轉售與冗長的驗票進場人流，Shelley 開發出「一人、一臉、一張票」的去中心化匿名驗證機制，在不儲存用戶臉部生物特徵的前提下，精準驗證真實人身。在生成式 AI、機器人與代理人氾濫的時代，這套機制更延伸為數位世界中辨識「真人身分」的信任基石。同時，身為加拿大創業家的她，也大方分享為何選擇落腳台灣、在地創業生態的觀察，以及給海外創辦人的關鍵建議。本集重點：源自搶票痛點的創業契機：親歷演唱會黃牛狂潮與實名制爭議，催生對公平票務系統的全新想像兼顧驗證與隱私防護：落實「一人一臉一票」原則，不存留原始臉部影像即可確認真實人類身分AI 時代下的數位身分信任戰：防範深偽與自動化帳號泛濫，真人驗證機制成為未來數位世界核心基石外籍創業者為何落腳台灣：剖析台灣在工程人才庫與硬體供應鏈的關鍵優勢，以及持續進化的環境空間國際創辦人實戰生存指引：跨國創業者進入台灣生態系前，必須審慎評估的市場規模與法規文化要素

From Scotland to Taiwan: Choosing the Co-Founder Who Can Make or Break Your StartupIn this episode, we sit down with Rebecca (Ching Wen) Huang, founder of Founduz, to explore her journey from Taiwan to Scotland and back, and one of the most important decisions a founder can make: who to build a company with. Drawing from her experience as an international founder, her background in Global Mental Health, and her work building Founduz, Rebecca shares what she has learned about founder compatibility, relationships, community, and the challenges of building in a new ecosystem. We also explore what this means for international founders in Taiwan looking to find a local co-founder and build together across cultures.In this episode, you'll learn:Why co-founder dynamics are a top reason startups fail, and why values matter more than just complementary skillsHow emotional resilience and open communication help founders navigate disagreements, chaos, and stressThe importance of addressing uncomfortable topics early—such as equity split, financial runway, time commitment, and exit scenariosKey cultural differences between the Scottish ecosystem's focus on rapid global scaling and Taiwan's SME-to-international growth trajectoryActionable strategies for international and local founders to break out of their comfort zones, attend events, and build authentic networks in Taiwan從蘇格蘭到台灣：如何選擇決定創業成敗的共同創辦人？ ft. Founduz 創辦人 黃晴雯 Rebecca共同創辦人團隊的破裂，往往是新創公司失敗的前三大主因之一。本集節目邀請到 Founduz 創辦人 Rebecca，暢談她從台灣前往蘇格蘭再返鄉創業的跨國歷程，以及她如何將全球心理健康（Global Mental Health）專業背景融入創業思維。深入探討創業者在挑選事業夥伴時，如何跨越能力迷思，從溝通模式、情緒韌性到價值觀，精準建立穩固且健康的合夥關係。本集重點：能力互補更要價值對齊：挑選共同創辦人如同尋找人生伴侶，價值觀與願景契合度遠比技能清單更關鍵正視衝突與情緒韌性：在面對創業不確定性與壓力時，能否不帶個人情緒溝通歧見是團隊存續指標提早攤開敏感議題討論：股權分配、薪酬預期、承諾時間及退場機制，應在早期做好透明約定以防後患台灣與蘇格蘭創業生態差異：對比西方一開始鎖定規模化擴張思維，與台灣中小企業先穩固本地市場的策略路徑突破社交同溫層建立支持系統：透過社群活動與跨界交流，為跨國創業者打造專屬的人脈網絡與心理支持

Why Foreign Gen Z Founders are Looking at TaiwanWhat makes a Gen Z founder skip the traditional career path and instead build a deep-tech startup? In this episode, we sit down with Chai Chang Yao, co-founder of Buildables, a Singapore startup developing AI-powered engineering models that help manufacturers inspect products, optimize R&D, and coordinate machines, humanoids, and workers from a single command center.Chai shares why he started Buildables at such a young age, why Taiwan caught his attention as a market for expansion, and what he learned after joining AI TAIWAN. If you're curious about Taiwan's manufacturing ecosystem, the next generation of startup founders, or what it takes to build a global deep-tech company from Singapore, this conversation is for you.In this episode, you'll learn:What Buildables is building and how it is transforming manufacturing engineeringWhy Chai chose the startup path at such a young ageWhy Taiwan stood out as a place to expand and build partnershipsWhat he learned from AI TAIWAN and Taiwan's startup ecosystemAdvice for founders looking to take their startup beyond their home market是什麼原因讓一位 Z 世代創辦人跳脫傳統升遷管道，直接投入深科技的創業領域？本集節目邀請到新加坡新創公司 Buildables 的共同創辦人 Chai Chang Yao。他們專門研發製造工程專用的 AI 系統模型，協助產線進行智慧品管檢驗、加速研發時程，並透過單一控制中心串接傳統機台、人形機器人與第一線作業員。Chai 在節目中暢談年紀輕輕就創立 Buildables 的初衷、選擇臺灣作為海外拓展關鍵市場的原因，以及參與 AI TAIWAN 後的實際觀察。若想深入了解臺灣製造產業鏈的實力、新世代創業思維，或如何從新加坡打造放眼全球的深度科技企業，絕對不能錯過這集精采訪談。本集重點內容：Buildables 的核心技術，以及團隊如何翻轉製造工程與產線運作Chai 選擇此時投身創業的關鍵動機臺灣在市場拓展與供應鏈合作上吸引海外新創的優勢參與 AI TAIWAN 獲得的第一手產業洞察與在地生態圈觀察給予有意跨出本土市場、布局國際的新創創辦人的實務建議

The Gold in Taiwan's Gold CardIn this episode, we sit down with Vivien Roggero, founder and CEO of Viorant, who shares his journey of building an AI startup in Taiwan through the Taiwan Employment Gold Card program. Drawing from his firsthand experience, Vivien explains why he chose Taiwan over other startup hubs, how the Gold Card became more than just a visa, and the lessons he learned while growing a company within Taiwan's innovation ecosystem. Whether you're considering relocating to Taiwan or simply curious about what it takes to launch a startup here, this episode offers practical advice and firsthand insights you won't find in an application guide.In this episode, you'll learn:Why Vivien chose Taiwan as the home for ViorantHow the Taiwan Employment Gold Card became a business advantageWhat international founders often misunderstand about building a startup in TaiwanThe opportunities and challenges of growing a company in Taiwan's startup ecosystemPractical advice for founders considering Taiwan as their next destination本集節目邀請到 Viorant 創辦人暨執行長 Vivien Roggero，分享他如何透過台灣就業金卡（Taiwan Employment Gold Card）在台灣打造一家 AI 新創的歷程。Vivien 以親身經驗說明，他為何在眾多創業聚落中選擇台灣、金卡如何從一張簽證延伸為實質的事業助力，以及在台灣創新生態系中成長所學到的功課。無論你正考慮移居台灣，或只是好奇在這裡創業究竟需要什麼，本集都將提供申請指南上看不到的實務建議與第一手觀察。本集你將了解：Vivien 為何選擇台灣作為 Viorant 的落腳處台灣就業金卡如何轉化為經營上的優勢國際創辦人在台灣創業時，最常見的誤解是什麼在台灣新創生態系中成長的機會與挑戰給正在評估以台灣為下一站的創辦人的實用建議

AI Education, Gen Z, and the Future of Learning: Why This Generation Is Never BoredGuest: Michael Cheng — Founder & CEO, Kikichat, and Ex-Managing Director, Drum Tower VenturesIn this episode, we speak with Kikichat founder & CEO and former Drum Tower Ventures Managing Director Michael Cheng, who spent two decades witnessing the rise of China's startup ecosystem. He compares China's survival-driven execution with Silicon Valley's mission-driven innovation—and explains why Taiwan must expand beyond semiconductors into software ecosystems. Michael also explores why Gen Z may be the first generation to never experience boredom, how video became their default learning medium, and why constant digital stimulation can increase isolation. Finally, we discuss AI-powered education, the future role of teachers, and why successful startups must offer dramatically more value—not merely a 20% improvement.China vs. Silicon Valley: Survival-driven execution, rapid iteration, and breakthrough innovation in the AI eraFrom Alibaba, TikTok to new platforms: How Chinese startups capture human behavior, connection, entertainment, and boredomTaiwan's next competitive advantage: Moving from semiconductor dominance to software ecosystemsGen Z's video-first learning behavior: Constant stimulation, social isolation, co-watching, and collaborative learningAI-powered education startups: Video discovery, personalized learning, the future of teachers, and building products that are 10X betterAI 教育、Z 世代與學習的未來：為何這個世代不再感到無聊？在本集節目中，我們邀請到 Kikichat 創辦人兼執行長、前鼓樓創投（Drum Tower Ventures）董事總經理鄭偉立（Michael Cheng）。擁有二十年親歷中國新創生態系崛起歷程的經驗，他在節目中深入對比中國市場「生存導向」的極致執行力與矽谷「使命驅動」的突破性創新，並精準剖析臺灣為何必須跳脫半導體的單一優勢，跨足打造軟體生態系。Michael 亦分享了 Z 世代為何成為史上第一個與無聊絕緣的群體、影音內容如何躍升為他們首選的學習媒介，以及持續性的數位刺激又為何引發孤獨感。最後，我們探討了 AI 驅動的教育轉型、教師未來的全新角色，以及新創企業若想脫穎而出，為何必須提供跨越式的價值，而非僅僅兩成的邊際改善。中國與矽谷之爭：AI 時代下的生存導向執行力、快速迭代理念與突破性創新從阿里巴巴、TikTok 到新一代平台：中國新創企業如何精準掌握人類行為、社群連結、娛樂需求與解悶心理臺灣的下一個競爭優勢：從半導體製造龍頭轉型走向軟體生態系Z 世代以影音為核心的學習行為：持續性的數位刺激、社交孤立現象、共賞文化與協同學習模式AI 驅動的教育新創：影音探索、個人化學習體驗、教師的角色演變，以及打造優於現有產品十倍的破局之道

Taiwan Meets Japan: How Founders Can Win in Each Other's MarketsJapan and Taiwan are neighbours with overlapping supply chains — yet founders crossing between them keep making the same avoidable mistakes.This episode features Kazumi Otani, a Japanese entrepreneur, investor, and Taiwan Gold Card holder who has invested in and supported startups across both ecosystems. She covers why founders should look beyond their home market, where each side goes wrong, and what actually works when expanding in either direction.In this episode:Why Japanese founders should look at Taiwan, and Taiwanese founders at JapanThe biggest mistake founders make entering each other's marketsThe best first step for expanding in either directionWhat each ecosystem can learn from the otherThe largest Taiwan–Japan opportunities over the next five years台日創業對話：如何在彼此的市場裡站穩腳步日本與台灣是鄰居，供應鏈高度交疊，但兩地創業者跨境時，卻總是重複犯下同樣能避免的錯誤。本集邀請日本創業家、投資人、台灣就業金卡持有者 Kazumi Otani。她長期投資並協助兩地新創，分享創業者為何不該只守著母國市場、雙方各自錯在哪裡，以及雙向擴張真正有效的做法。本集重點日本創業者為何該看台灣，台灣創業者為何該看日本進入對方市場最大的一個錯誤雙向擴張最有效的第一步台日新創能向彼此學到什麼未來五年台日合作最大的機會

The Last Programming Language: Why Prompts Could Replace CodeGuest: Greg Tanaka — CEO & Founder, Prompt DrivenWriting code may no longer be the developer's primary job. Greg Tanaka argues that natural language is becoming the next — and perhaps final — programming language, drawing a parallel to semiconductor design's shift from hand-drawn schematics to Verilog: engineers didn't lose their craft, they moved up a level of abstraction. Tools like Claude Code, Cursor, and Codex are moving the developer's centre of gravity from authoring code to expressing intent and validating output.And if code is cheap to generate, it should be cheap to discard — hence Greg's case for "regenerate, don't patch," treating source as a disposable artifact and the prompt as the durable specification. The conversation covers how Vibe Coding and Prompt-Driven Development elevate human intent, how regeneration reshapes technical debt, and what the Verilog transition suggests about the junior engineer's path in an AI-driven industry.最後一種程式語言：為什麼提示詞可能取代程式碼來賓：Prompt Driven 創辦人暨執行長 Greg Tanaka寫程式碼，可能不再是開發者最主要的工作。Greg Tanaka 提出，自然語言正成為下一種、或許也是最後一種程式語言。他以半導體業從手繪電路圖轉向 Verilog 的歷史作為對照：工程師並未失去專業，而是往上跨了一個抽象層級。Claude Code、Cursor、Codex 這類工具，正把開發者的重心從「撰寫程式碼」移轉到「表達意圖」與「驗證產出」。而如果生成程式碼的成本極低，丟棄它的成本也應該很低——這正是「重新生成，而非修補」（regenerate, don't patch）的核心：原始碼是可拋棄的產物，提示詞才是需要長期維護的規格。本集也談到 Vibe Coding 與提示詞驅動開發如何把人類意圖放到最上位、重新生成如何改變技術債的處理方式，以及 Verilog 的歷史轉折對 AI 時代初階工程師的啟示。

In this episode, we sit down with Cher Sion, Quan, Chairman and Advisor of 3D/CP-GENAI, to discuss why he chose Taiwan as the launchpad for AI-powered 3D-printed construction. Beyond the technology, Quan shares his vision for Taiwan's role in the future of construction, the opportunities he believes many international founders overlook, and the connections that helped him establish his business here. For global entrepreneurs considering Taiwan, this episode offers practical insights into building the right network and navigating the local startup ecosystem.Why Taiwan is an ideal market for AI-powered 3D printed constructionOpportunities in Taiwan that many foreign founders overlookTaiwan's place in the future of construction innovationThe key organizations and connections that helped launch 3DCPGENAIPractical advice for international entrepreneurs looking to build a business in Taiwan

Did you know the chips in your iPhone might come from a desert full of cacti? In this episode, we explore Arizona's incredible transformation from a traditional economy based on copper, cattle, and cotton to the booming "Silicon Desert". We will uncover how the state managed its water resources over the past century, the electronic industry foundations laid by Motorola and Intel, and why Taiwan Semiconductor Manufacturing Company (TSMC) chose Phoenix for its massive $165 billion investment. Discover how this tech boom is reshaping the local community into a "Little Taipei" and ask the ultimate question: Will Arizona become the Hsinchu of the desert?你知道你手上 iPhone 裡的晶片，可能來自一片長滿仙人掌的沙漠嗎？在本集節目中，我們將帶您探索亞利桑那州如何從依賴銅礦、牛隻與棉花等傳統「5C」產業的農礦之州，蛻變為現今的「矽沙漠」。我們將從百年前沙漠引水的故事說起，回顧 Motorola 與 Intel 奠定的 70 年電子業基礎，並深入剖析台積電（TSMC）為何選擇落腳鳳凰城。這項高達 1,650 億美元的驚人投資，不僅帶動了當地的高科技產業，更在北鳳凰城催生出充滿活力的「小台北」社群。亞利桑那究竟會不會成為沙漠裡的新竹？快按下播放鍵與我們一起尋找答案！ Powered by Firstory Hosting

Step into the high-stakes intersection of heritage and hardware at Viva Tech 2026. This episode dissects how luxury titans like LVMH and L'Oréal are moving beyond mere "Proof of Concepts" (PoCs) into full-scale AI execution. We dive deep into the technical infrastructure of luxury, exploring LVMH's internal MaIA platform, Celine's CelIA agent, and Louis Vuitton's strategic use of Digital Twins to augment traditional leather craftsmanship.We also analyze the landmark L'Oréal-OpenAI alliance, the shift toward "Agentic Commerce," and the use of the GPT-Rosalind model for skin microbiome analysis. Furthermore, we highlight the "immediate business readiness" of Taiwanese startups like Perfect Corp and Stytrix, which are redefining virtual try-ons and apparel prototyping. Finally, we reflect on the rising demand for Sovereign AI in Europe and the emergence of tools like Bluefish that monitor brand visibility in the age of generative search.本集節目帶領聽眾深入 Viva Tech 2026 的現場，剖析傳承工藝與前沿硬體的高端交鋒。我們將深入探討 LVMH 與萊雅（L'Oréal）等奢侈品巨頭如何跨越「概念驗證（PoC）」階段，全面進入純粹的 AI 執行力競爭。內容重點聚焦於精品業的技術底層建設，包括 LVMH 的內部 MaIA 平台、Celine 的 CelIA 代理人，以及路易威登（Louis Vuitton）如何利用數位孿生（Digital Twins）技術與電腦視覺來昇華傳統皮革工藝。此外，我們將分析萊雅與 OpenAI 的戰略結盟、「代理人商務（Agentic Commerce）」的崛起，以及利用 模型進行皮膚微生態分析的科研突破。同時，本集特別點出台灣新創如玩美移動（Perfect Corp）與 如何以具備「即戰力」的演算法壓縮全球供應鏈時程。最後，我們將反思歐洲對「主權 AI（Sovereign AI）」**的追求，以及在生成式搜尋時代監控品牌曝光度的關鍵工具 Bluefish。 Powered by Firstory Hosting

Welcome to this episode! Today, we dive into the "hundred-year flood" currently hitting the global tech industry: the AI-driven memory supercycle. We explore the pivotal 36 hours in June 2026 when Micron reported record-breaking earnings and Apple took the unprecedented step of hiking prices across its entire hardware lineup without updating any specs. We'll break down why the traditional memory cycle has failed, the "structural reset" turning RAM into a strategic asset, and the massive impact of High-Bandwidth Memory (HBM) on everyday consumer electronics. Finally, we examine Taiwan's unique position as both a major winner and a vulnerable player in this new silicon landscape. 歡迎收聽本集節目！今天我們將深入探討正席捲全球科技產業的「百年一遇洪水」：由人工智慧驅動的記憶體超級週期。我們將回顧 2026 年 6 月那關鍵的 36 小時——當時美光（Micron）創下破紀錄營收，而蘋果則罕見地在未升級規格的情況下，全面調漲硬體售價。本集將為您解析傳統記憶體週期為何失效、為何「結構性重組」正將隨機存取記憶體（RAM）轉變為戰略資產，以及高頻寬記憶體（HBM）如何衝擊一般消費性電子產品。最後，我們也將分析台灣在這場矽島洪流中，如何同時扮演獲益者與受災者的雙重角色。 Powered by Firstory Hosting

The commercial space age just went public. SpaceX's $75 billion IPO isn't just a financial record — it's a signal that satellite infrastructure has moved from moonshot to mainstream, and that the companies positioned inside that supply chain are sitting on one of the decade's most durable growth stories. We break down how SpaceX got here: the failed launches, the near-bankruptcy, the engineering bets on reusability that the entire industry said couldn't work — and why it matters that they did.Then we bring it home. Taiwan's role in the new space economy is larger than most people realize — and growing fast. From precision avionics components to a deepening legislative partnership with the United States, Taiwan is building toward a future where its expertise in high-reliability manufacturing becomes as essential to the space industry as it already is to the semiconductor world. If you've been watching Taiwan's tech story and wondering what comes after chips, this episode is your answer.商業太空時代正式登上公開市場。SpaceX 750 億美元的 IPO 不只是一項財務紀錄——它是一個信號，說明衛星基礎建設已從遙不可及的願景走入主流經濟，而那些提前卡位這條供應鏈的企業，正坐擁這十年間最具韌性的成長機會之一。我們將拆解 SpaceX 的崛起之路：那些失敗的發射、瀕臨破產的至暗時刻、以及整個產業都說不可能實現的可重複使用火箭押注——還有這一切為什麼真的成功了。接著，我們把視角拉回台灣。台灣在新太空經濟中扮演的角色，比多數人意識到的更舉足輕重，而且還在快速擴大。從精密航電元件的製造，到與美國持續深化的立法合作框架，台灣正朝著一個明確的未來前進：在高可靠度製造領域積累的專業能力，將成為太空產業不可或缺的核心競爭力——一如它在半導體世界早已證明的地位。如果你一直在關注台灣的科技發展，並且想知道晶片之後的下一章是什麼，這集就是你的答案。 Powered by Firstory Hosting

In this episode, we sit down with Yusan Lin, founder and CEO of Mirror Mirror AI, to explore how AI is rewriting fashion. She shares how Mirror Mirror AI helps real people license their likeness for AI-generated imagery, while building a more ethical and transparent model marketplace. We also discuss her journey from modeling to AI founder, her a16z Speedrun experience, and why fashion may be entering its next major tech shift.Real people licensing their likeness for AI fashion imageryAI lowering the cost and time of fashion shootsYusan's a16z Speedrun experienceHow AI may reshape fashionFemale founders in the AI eraMirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）這一集，我們與 Mirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）對談，聊聊 AI 如何重寫時尚產業的規則。她分享 Mirror Mirror AI 如何協助真實的人們授權自己的肖像，用於 AI 生成的影像，同時打造一個更具倫理、更透明的模特兒媒合市場。我們也談到她從模特兒轉型為 AI 創業者的歷程、她參與 a16z Speedrun 的經驗，以及為什麼時尚可能正迎來下一波重大的科技轉變。本集重點：真實的人如何授權肖像，用於 AI 時尚影像AI 如何壓低時尚攝影的成本與時間Yusan 的 a16z Speedrun 經驗AI 將如何重塑時尚產業AI 時代下的女性創業者

Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。在本集節目中，我們將深入解析三大關鍵趨勢：NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。

EP 3-39 | Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem ft. Jillian Sun,TCIP Semiconductor Policy Researcher, xMEMS Labs節目主持人 Uly Su 邀請曾在台灣資本市場深耕九年、後赴史丹佛商學院深造，現於柏克萊大學研究美國 CHIPS Act 政策的 Jillian Sun，從供應鏈結構出發，帶聽眾系統性地理解這個產業的全貌：從上游的 IP 授權、EDA 設計工具、設備製造商，到中游的晶圓代工廠，再到下游封裝測試，每個環節都是高度專業化、難以複製的知識積累。節目中，Jillian 以新竹科學園區為例，說明台灣半導體產業成功的關鍵不只是資金，而是供應鏈在地理上的高度集中——騎摩托車一小時內就能走完上下游——以及跨公司、跨領域人才高強度協作解決問題的文化。對照美國推動半導體回流的現況，她指出建廠成本約為亞洲的五倍，加上人才、法規、材料取得等結構性挑戰，美國真正的優勢或許在於軟體與 AI 驅動的 EDA 新創，以及即將到來的 Edge AI 與矽光子技術浪潮。Building a fab is just the beginning — the real challenge is building an ecosystem. In this episode, Uly Su sits down with Jillian Sun, a former Taiwan capital market specialist turned Stanford GSB graduate and Berkeley researcher studying the US semiconductor industry under the CHIPS Act. Jillian walks through the full semiconductor supply chain — from IP licensing and EDA design tools to foundries, advanced packaging, and manufacturing equipment — giving a clear-eyed picture of just how many layers of specialized knowledge hold this industry together.Drawing on Taiwan's Hsinchu Science Park as a reference point, Jillian explains why geographic density and deep cross-company collaboration are as important as capital investment — and why the US faces structural headwinds that go well beyond funding, from construction costs running roughly five times higher than Asia to permitting complexity and talent pipelines. Her view on where the US should focus: lean into its startup ecosystem, AI-accelerated EDA tooling, and the coming wave of edge AI and silicon photonics, rather than trying to replicate Asia's manufacturing base through sheer capital force.

In May 2026, OpenAI and Anthropic launched a combined $5.5 billion assault on the $375 billion enterprise consulting market. OpenAI's $4 billion "DeployCo" targets Fortune-scale giants by directly embedding engineers into client teams, while Anthropic's $1.5 billion venture focuses on mid-sized companies. Both tech giants realize that great AI models aren't enough—the real competitive advantage and money lie in actual implementation. They are no longer just building models, but transforming into a new kind of consulting firm to directly compete with heavyweights like McKinsey and Accenture.2026年5月，OpenAI 與 Anthropic 豪擲 55 億美元，聯手突襲價值高達 3,750 億美元的企業顧問市場。OpenAI 斥資 40 億美元成立「DeployCo」，主攻大型企業並將工程師直接派駐客戶端解決痛點；Anthropic 則透過 15 億美元的合資企業鎖定中型公司。兩大 AI 巨頭皆看清殘酷現實：光有最強的 AI 模型已經不夠，真正的商機與競爭優勢在於將 AI 成功落地實作。他們正從單純的模型供應商，正式轉變為麥肯錫與埃森哲等傳統顧問巨頭的致命競爭對手。

NVIDIA GTC has outgrown the label of "tech conference" — it's now the annual convergence point of the entire AI ecosystem, where chips, software, robotics, and autonomous systems share the same floor, with an energy so dense that finding a parking spot takes two hours. In this episode, Silicon Valley-based veteran tech journalist and consultant Michelle Cheng joins host Uly fresh from GTC to give us a firsthand read on what the conference signals for the industry ahead.Michelle traces the deep ties between Jensen Huang and TSMC founder Morris Chang, and how Jensen's visits to Taiwan consistently bring the entire AI supply chain together at what the media has dubbed the "trillion-dollar banquet." Drawing on her experience covering Silicon Valley through the optical networking era, she maps today's AI infrastructure boom against the longer arc of industry cycles — demand never disappears, it just takes time to mature. She captures the mood of GTC with a drink called "Innovation Cocktail" she picked up at an after party: a blend of excitement and anticipation that defines where Silicon Valley stands right now.The episode closes on Jensen's own framing from the keynote — intelligence is becoming infrastructure — and Michelle's clear-eyed take: the window into the AI ecosystem is open, and the companies that find their position early tend to benefit the most when the cycle matures.NVIDIA GTC 已經不只是一場技術研討會——它是整個 AI 產業的年度聚合點，晶片、硬體、軟體、機器人、自駕車全在同一個屋簷下，能量之強連停車位都要搶兩個小時。這集邀請長期駐點矽谷、曾創辦科技媒體矽谷辦公室的資深記者兼顧問 Michelle Cheng，從剛結束的 GTC 現場出發，帶我們感受這場盛會的真實溫度。節目中，Michelle 從黃仁勳與台積電創辦人張忠謀的早期淵源，談到每次黃仁勳訪台召集台灣供應鏈夥伴的「兆元晚宴」，具體說明台灣在全球 AI 供應鏈中的結構性角色。她也從親身追蹤過的光纖網路世代出發，對照今天的 AI 基礎設施熱潮，指出產業週期的規律：需求從未消失，只是需要時間成熟。Michelle 用一杯在 GTC after party 喝到、名為「Innovation Cocktail」的調酒，形容當下矽谷興奮與期待交織的氛圍，並引用黃仁勳在 GTC 的核心論點作結——「Intelligence is becoming infrastructure」，AI 生態系的入場窗口正在開啟，能早期找到自己定位的公司，往往才是下一輪週期的最大受益者。

This episode dives into Taiwan's Defense Tech Revolution, exploring how a global semiconductor powerhouse is racing to build an asymmetric "Silicon Shield" to deter regional pressures. Faced with an eight-to-one defense budget gap compared to China, Taiwan is pivoting from a traditional weapons buyer to a strategic producer, aiming to deploy 100,000 drones by 2030. We explore the synergy between the National Chung-Shan Institute of Science and Technology (NCSIST) and international partners to integrate AI and swarming capabilities. Furthermore, we analyze how Taiwan leverages its "non-red" supply chain to become an indispensable node in the global security architecture, while navigating internal political budget battles and the institutional hurdles of fast-tracking semiconductor innovation into the hands of the military.本集節目將探討台灣國防技術的重大革命，分析這座半導體大島如何將其技術實力轉化為不對稱作戰的威懾力量。面對兩岸國防預算達八比一的巨大差距，台灣正從單純的武器買家轉型為研發者，目標在 2030 年前部署近十萬架無人機，建立由美製系統、中科院開發及民間商用技術組成的三層防禦體系。我們將深入討論台灣如何利用其「非紅供應鏈」成為全球國防產業的關鍵節點，以及國防創新辦公室（DIO）如何試圖橋接世界級的晶片製造能力與前線戰場應用，在政治僵局與技術挑戰中，打造守護民主的數位矽盾。

Physician, entrepreneur, and mentor Felix Oen joins the show to share his insights on the "Golden Age of MedTech" (2022–2032). He breaks down the Biodesign framework—Identify, Innovate, and Implement—emphasizing that engineering brilliance must be validated by clinical science to succeed in the real world. For Taiwanese founders, Felix identifies two "make-or-break" factors for global expansion: partnering with a clinical co-founder and mastering the art of English pitching. He also introduces NeoTILa Biosciences, his venture leveraging computational biology to tackle liver disease in Asian populations. Exploring the transformative power of AI in radiology and drug discovery, Felix predicts that AI will become the cornerstone of healthcare within the next five years. His ultimate vision? Using precision medicine and early detection to eradicate cancer once and for all.本集邀請橫跨醫師、創業家與導師三重身份的 Felix Oen，深入解析 2022 至 2032 年生醫創新的「黃金十年」。Felix 拆解 Biodesign 的核心框架：從識別需求、創新研發到最關鍵的「臨床實踐」，強調工程技術必須與醫學數據驗證緊密結合。針對台灣創業者，他直言「尋找醫師共同創辦人」與「掌握英語簡報力」是進入美國與國際市場的生存關鍵。Felix 同時分享其創辦的 NeoTILa Biosciences 如何利用計算生物學對抗亞洲高發的肝病風險，並剖析 AI 在放射影像與藥物研發中的變革角色。他展望未來五年的醫療體系，期許 AI 成為精準醫療的基石，在極早期階段識別病灶，實現根除癌症的終極願景。

掌握台灣與國際間時事的脈動累積出實用的，股票期貨選擇權，操盤技巧每天多學一點，生活好一點邀請你加入股票王的訂閱方案每天盤前盤中，了解最新類股輪動與飆股變化讓你不知不覺，邁向財富自由的道路 https://fstry.pse.is/95b73t —— 以上為 Firstory Podcast 廣告 —— This episode examines the most anticipated development in the 2026 global financial markets: the arrival of a massive wave of high-profile, strategically significant IPOs. Following a cautious 2025, stabilizing monetary policies and a renewed appetite for growth equities have encouraged world-leading private companies to revisit their listing timelines.The discussion provides a deep dive into four industry giants shaping the future:SpaceX: Potentially the largest IPO on record with a valuation approaching $1.5 trillion, driven by the recurring revenue of its Starlink satellite network.OpenAI & Anthropic: An analysis of the leaders in generative AI, their trillion-dollar valuation potential, and the complex risks regarding governance and regulation.Canva: A look at the Australian software powerhouse that stands out for its rare achievement of eight consecutive years of positive free cash flow.The 2026 cycle represents a unique moment where mature companies with billions in revenue—not just speculative startups—allow the public markets to finally value the essential infrastructure of tomorrow.本集 Podcast 深入探討 2026 年全球金融市場最受矚目的趨勢：一系列最為重要的企業即將迎來 IPO 浪潮。在經歷了 2025 年的市場觀望後，隨著貨幣政策趨於穩定，投資者對於高成長股的興趣重新燃起。節目重點分析了四家定義未來科技藍圖的巨頭：SpaceX：可能創下史上最大 IPO 紀錄，估值接近 1.5 兆美元，其核心動能來自 Starlink 的衛星寬頻服務。OpenAI 與 Anthropic：探討生成式 AI 領頭羊的估值博弈、技術優勢以及面臨的治理與監管挑戰。Canva：分析這家已連續 8 年實現正向現金流的軟體巨頭，如何在競爭激烈的設計軟體市場中保持穩健。這除了將會是史上最大的公開發行案之外，也是大眾資本首次得以直接參與太空基礎設施、人工智慧及軟體民主化等「未來基礎設施」的起點。

Charles Huang, the visionary behind the global phenomenon Guitar Hero, shares his transition from a serial Silicon Valley entrepreneur to an elite mentor at UC Berkeley. Charles argues that the ultimate competitive edge for modern founders isn't just technical brilliance, but "Relationship EQ." In this episode, he breaks down the art of navigating the "emotional rollercoaster" of a startup, managing high-stakes dynamics between co-founders, investors, and talent. Adopting a sports coach philosophy, Charles focuses on empowering founders to trust their intuition rather than making decisions for them. With three decades of frontline experience, he declares the current AI era as the most fertile ground for innovation in history, calling on the next generation to treat entrepreneurship as a lifelong career and master the human connections that define success.傳奇遊戲《吉他英雄》（Guitar Hero）共同創辦人 Charles Huang 現身說法，分享他從矽谷連環創業家轉型為柏克萊分校金牌導師的實戰哲學。Charles 認為，現代創業者最關鍵的戰場不在技術，而在於「關係 EQ」。他深入剖析如何在高壓的創業雲霄飛車中，精準調控與共同創辦人、投資人及員工間的情緒與信任。他將導師比喻為球隊教練，主張不直接代為決策，而是建立框架賦予創業者下決策的勇氣。憑藉三十年的矽谷第一線觀察，Charles 點出 AI 時代是百年一遇的創業盛世，鼓勵野心家將創業視為終身志業，在充滿挑戰的關係網中，鍛造出改變世界的影響力。

In this episode, we dive deep into the massive commercial and geopolitical forces behind the launch of NASA's Artemis II mission. Half a century later, humanity is heading back to the Moon, but this time it's no longer just about "planting a flag"; it's about establishing a lunar outpost and sustainable deep space infrastructure.We analyze how Taiwan is leveraging its globally recognized capabilities in semiconductors, ICT, and precision manufacturing to evolve from a crucial player in Low Earth Orbit (LEO) satellite supply chains to a core contributor in lunar exploration and planned deep space data centers. We also explore Taiwan's absolute dominance in "Space Compute" (holding approximately a 90% global market share in AI servers) and how it secures a strategic foothold in the projected trillion-dollar space economy. Ready to journey into the cosmos with us? Tune in to find out more!本集節目將帶您深入探討 NASA「Artemis II」任務升空背後的龐大商業前景。半世紀後的今天，人類再次邁向月球，但這次的目標不再只是「插旗拍照」，而是為了建立月球前哨站與深空基礎建設。我們將為您解析，台灣如何憑藉強大的半導體、資通訊與精密製造硬實力，從低軌衛星（LEO）供應鏈的關鍵要角，一路打入月球探測與深空數據中心（Lunar Data Center）的核心佈局。此外，我們也會探討台灣在「太空AI運算」領域（囊括全球約90% AI伺服器市占率）的絕對優勢，看台灣如何在預估達一兆美元的未來太空商機中穩占無可取代的戰略地位。準備好跟我們一起航向宇宙了嗎？千萬別錯過這集！

In this episode, we sit down with Volker Heistermann, co-founder of Mosaic Venture Lab, to explore his 30-year journey across the tech landscapes of Silicon Valley, Taiwan, and Germany. Volker breaks down the reality of Silicon Valley's "inner circle," explaining why international success requires more than just a pitch deck or a round-trip ticket—it demands a "one-way ticket" commitment and deep local integration. From his early days building Taiwan's app economy to his current focus on semiconductor and healthcare VC investments, he shares invaluable insights on avoiding common pitfalls, the importance of hiring local experts, and how to forge authentic, long-lasting relationships within the global tech ecosystem.在本集節目中，我們邀請到 Mosaic Venture Lab 共同創辦人 Volker Heistermann，分享他在矽谷、台灣與德國之間超過三十年的跨國創業與投資觀察 。Volker 深入剖析了矽谷「圈內人」與「圈外人」的本質差異，強調進軍國際市場不能只靠短期拜訪或投簡報，而是需要「單程機票」的決心與長期的在地深耕 。從早期在台灣建立 App 生態系，到如今專注於半導體與醫療產業的創投轉型，他將告訴創業者如何透過真正的文化理解與專業人才佈局，在競爭激烈的科技生態系中建立具備信任感的深度連結 。 Powered by Firstory Hosting

This podcast dives into the groundbreaking announcements from NVIDIA GTC 2026, marking the official dawn of the agentic and physical AI era. We explore CEO Jensen Huang's vision of transitioning from traditional data centers to "AI factories" that manufacture intelligence, converting power into "tokens" as the new economic unit. Key highlights include the staggering projection of $1 trillion in AI infrastructure demand and the unveiling of the vertically integrated Vera Rubin computing platform. Furthermore, we discuss the revolutionary OpenClaw, an open-source operating system likened to "Android for agents", and the leap into physical AI with Cosmos for robotics. Tune in to understand how NVIDIA is architecting the foundational infrastructure of the next digital economy. 本集 Podcast 帶您深入了解 2026 年 NVIDIA GTC 大會，見證「代理與實體 AI」時代的正式來臨。我們將解析黃仁勳的最新願景：傳統資料中心正轉型為製造智慧的「AI 工廠」，將電力轉化為「代幣（Tokens）」以作為新型經濟單位。 節目將探討高達一兆美元的 AI 基礎設施需求、全新的 Vera Rubin 運算平台，以及被譽為「代理界 Android」的開源作業系統 OpenClaw。歡迎收聽本集節目，了解 NVIDIA 如何建構未來數位經濟的核心基礎設施。 Powered by Firstory Hosting

Welcome to this audio special on Nvidia GTC 2026, the company's most anticipated event of the year. As the tech world gathers in San Jose, we tune in to CEO Jensen Huang's keynote to hear about the next frontier of AI. This year, the conversation shifts from model training to AI inferencing efficiency. We discuss Nvidia's strategic integration of Groq's "Language Processing Unit" (LPU) technology, which claims to run large language models up to 10 times more efficiently than traditional GPUs. Our episode also explores rumors of a dedicated inference chip and Nvidia's long-awaited laptop CPU, signaling a bold expansion beyond its GPU roots. With Nvidia's data center revenue reaching $193.5 billion, we analyze how these new platforms aim to solidify the company's dominance. Listen in as we break down the product launches and dealmaking strategies defining the future of computing. 歡迎收聽 Nvidia GTC 2026 年度盛事特別報導。本集節目將帶您深入瞭解聖荷西現場，解析執行長黃仁勳揭曉的 AI 全新藍圖。隨著產業重心從模型訓練轉向推理應用，我們將探討 Nvidia 如何整合 Groq 的語言處理單元（LPU）技術，追求比傳統 GPU 高出 10 倍的運算效率。 此外，本集將關注備受期待的 Nvidia 筆記型電腦 CPU 以及專用推理晶片的傳聞，這標誌著該公司正積極從 GPU 研發跨足更多元硬體領域。面對資料中心業務高達 1,935 億美元的營收規模，我們將分析 Nvidia 如何透過近期密集的併購策略，持續鞏固其全球運算霸主的地位。請隨我們一同聽取這場定義未來科技走向的關鍵解析。 Powered by Firstory Hosting

Dario Amodei, the former head of R&D at OpenAI, left the company in 2021 due to growing concerns over the rapid commercialization and safety of AI technology. Alongside his sister, Daniela Amodei, he co-founded Anthropic, a firm now valued at $183 billion. With the exceptional performance of its Claude models—particularly in coding—Anthropic has emerged as OpenAI's most formidable rival. Amodei frequently sounds the alarm on the risks of advanced AI, describing powerful models as "a sovereign brain in a data center." He warns that there is a non-negligible risk of catastrophic outcomes and predicts that AI could replace 50% of entry-level white-collar jobs within five years. He also emphasizes that without proper oversight, AI could be weaponized by bad actors to develop biological weapons, posing a severe threat to national security. This episode focuses on Dario Amodei and the AI ethical frameworks he champions at Anthropic, which enable models to self-supervise based on core principles. Amodei believes humanity is currently in a "technological adolescence" that will determine our survival. He maintains that only through transparent regulatory mechanisms can we ensure AI leads us toward a prosperous future rather than total destruction.Dario Amodei 曾是 OpenAI 的研發負責人，卻因擔心技術過度商業化與安全性，於 2021 年離開並與妹妹 Daniela Amodei 創立了 Anthropic。這間公司如今估值已高達 1,830 億美元，並因其研發的 Claude 模型在程式開發上的優異表現，成為 OpenAI 最強大的對手。Dario Amodei 頻繁對外發出警示，將強大的 AI 比喻為「資料中心裡的智囊國」，並警告 AI 最高有 ，且可能在 5 年內取代 50% 的初階白領工作。他強調，若缺乏適當監管，AI 甚至可能協助惡意份子製造生物武器，成為嚴重的國安威脅。 本集將專注介紹Dario Amodei 以及他在 Anthropic 推動的AI倫理規範，讓模型能基於倫理原則進行自我監督,。他認為人類正處於決定存亡的「技術青春期」，唯有建立透明的監管機制，才能確保 AI 最終能引領人類邁向繁榮而非走向毀滅。 Powered by Firstory Hosting

We're diving straight into the heart of NVIDIA GTC 2026, where Jensen Huang has teased a "world-shocking" chip that marks the definitive dawn of the Rubin era. This isn't just another incremental update; it is a total overhaul of computational logic, moving us from the era of Generative AI into the realm of Physical and Reasoning AI. We will explore how the Vera CPU and HBM4 are teaming up to push inference performance to heights that were once pure science fiction, effectively turning data centers into massive, unified brains capable of solving the world's most complex engineering challenges. At the core of this tectonic shift lies the unbreakable bond between NVIDIA's vision and Taiwan's industrial mastery. From TSMC's cutting-edge 2nm and A16 processes to the breakthrough silicon photonics and liquid cooling solutions, Taiwan has transitioned from being a silent manufacturer to a lead architect of the global AI factory. Join us as we break down how giants like Foxconn, Quanta, and Delta Electronics are weaving silicon and light into the very fabric of our future, proving that the road to global AI intelligence runs directly through the heart of Taiwan's engineering prowess.我們將帶領各位深入 2026 年 NVIDIA GTC 大會的核心，探索黃仁勳口中那款「震驚世界」的新晶片。從 Blackwell 到 Rubin 架構的跨越，不僅是規格的升級，更是運算邏輯的徹底重塑。這場被譽為 AI 界超級盃的盛會，將揭示 Vera CPU 與 HBM4 如何聯手推升推論效能，讓我們正式告別純粹的生成式 AI，步入具備複雜推理能力與物理感知的實體 AI 新紀元。 在這場科技風暴的中心，台灣扮演了不可或缺的共生角色。從台積電最先進的 2 奈米與 A16 製程，到矽光子技術與液冷散熱的關鍵突破，台灣供應鏈正從幕後的製造者轉型為 AI 未來的共同建築師。本集將剖析鴻海、廣達、台達電等鑽石級合作夥伴如何與 NVIDIA 攜手，將矽、光與數據交織成改變世界的能量，帶你預見這場由台灣製造所支撐的全球運算革命。 Powered by Firstory Hosting

This episode explores the vision of Demis Hassabis, CEO of Google DeepMind and recipient of the 2024 Nobel Prize in Chemistry. Hassabis argues that 2026 marks a pivotal turning point in human history, as we enter what he describes as an “AI Renaissance”—an era whose impact could be ten times greater than the Industrial Revolution, unfolding at ten times the speed. He predicts that Artificial General Intelligence (AGI) could be achieved before 2030, while cautioning that today's AI systems remain in a state of “jagged intelligence,” still lacking robust reasoning and long-term planning capabilities. As the industry enters a phase of consolidation, Hassabis is focused on transforming AI into a scientific engine. Through breakthroughs such as AlphaFold and initiatives like Isomorphic Labs, he aims to reshape drug discovery, while collaborations with the U.S. Department of Energy—such as the “Genesis Project”—seek to accelerate progress in energy innovation. At the core of his vision is the concept of “Radical Abundance.” As AI drives the marginal cost of healthcare and energy toward near zero, society may begin to transition into a post-scarcity era. To navigate this shift, Hassabis proposes new social mechanisms, including a “Global Abundance Dividend,” and emphasizes that AI governance must extend beyond technologists, requiring international cooperation to ensure these technologies benefit all of humanity.本集的內容將帶您深入探索 Google DeepMind 執行長、2024 年諾貝爾化學獎得主 戴米斯·哈薩比斯 (Demis Hassabis) 的遠見。哈薩比斯指出 2026 年是人類歷史的轉折點，我們正進入一個「AI 文藝復興」時代，其影響力將是工業革命的十倍，且發展速度快上十倍。 哈薩比斯預測通用人工智能 (AGI) 可能在 2030 年前實現，但警告現今 AI 仍處於「參差不齊的智能」狀態，必須克服基礎推理與長期規劃的缺陷。隨著行業進入「洗牌期」，他致力於將 AI 轉化為科學引擎，透過 AlphaFold 與 Isomorphic Labs 變革藥物研發，並與美國能源部合作「創世紀任務」以加速能源突破。 他最核心的觀點是 「激進豐饒」(Radical Abundance)：當 AI 讓醫療與能源成本趨近於零，人類將邁向「後稀缺」社會。為應對此轉變，他提出「全球豐饒紅利」等社會機制，並強調 AI 治理不能僅留給技術專家，需透過國際合作確保這項技術能造福全人類。 Powered by Firstory Hosting

In today's episode, we examine the evolving trade arrangement between Taiwan and the United States and what it truly represents beyond the headlines. This is not simply about tariff adjustments or procurement commitments. It reflects a broader shift in the global economic order, where supply chains are increasingly shaped by security considerations rather than pure efficiency. Taiwan's central role in semiconductors and advanced manufacturing places it at the heart of this transformation. We will explore the structural forces that led to this agreement, its immediate macroeconomic implications for Taiwan, and the longer-term strategic trade-offs. Does deeper integration with the United States strengthen Taiwan's economic resilience, or does it gradually reshape the geography of its technological advantage? Let's take a closer look at what this deal really means. 在今天的節目中，我們將探討臺灣與美國之間持續演變的貿易安排，以及它在新聞標題之外所代表的意義。這不只是關於關稅或採購承諾，而是反映全球經濟秩序的轉變——供應鏈的布局越來越受到安全優先考量的影響，而不再僅僅追求效率。臺灣在半導體與先進製造領域的關鍵角色，使其處於這場轉型的核心位置。 本集將分析促成這項協議的結構性因素、對臺灣短期總體經濟的影響，以及長期的戰略意涵。更深入地整合美國市場，究竟能否強化臺灣的經濟穩定性，還是會逐步改變其技術優勢的地理分布？讓我們理性檢視這項協議對臺灣未來發展所釋放的訊號。 Powered by Firstory Hosting

AmCham Taiwan's 2026 Business Climate Survey offers a structured snapshot of how foreign businesses are balancing growth, risk, and investment decisions in Taiwan. Conducted Nov 18–Dec 21, 2025 with responses from 206 member companies, the survey reports that 82% of respondents are confident about Taiwan's economic outlook for the next 12 months, and 92% plan to maintain or increase investment this year. This episode uses the report as the backbone of the discussion—moving beyond headlines to unpack what the numbers imply about Taiwan's AI-driven expansion and the parallel rise of operational resilience planning. The survey notes that 46% of firms are updating emergency preparedness and business continuity measures, highlighting a dual reality: strong investment intent alongside intensified risk management as security concerns remain salient. 台灣美國商會（AmCham Taiwan）近期發布《2026 年商業景氣調查（Business Climate Survey）》，這份報告等於替外商在臺灣的「風險—投資—成長」心態做了一次系統盤點：調查期間為 2025/11/18–12/21，回收 206 家會員企業意見；結果顯示，82% 受訪者對未來 12 個月臺灣經濟展望抱持信心，同時有 92% 表示今年將維持或增加在臺投資。 本集節目以這份景氣報告作為主軸，逐段拆解它真正透露的訊號：AI 需求推升伺服器與先進晶片投資，讓「成長敘事」更有底氣，但地緣風險與營運持續性管理也同步升溫。報告指出，企業啟動或更新緊急應變與營運持續計畫的比例已上升到 46%，反映在樂觀投資之外，外商更在意「可預期的穩定」。 Powered by Firstory Hosting

Moltbot(Openclaw) is an open-source, local AI agent that shifts the paradigm from reactive chatbots to proactive digital butlers running on your own hardware. With features like persistent memory stored in local files and full terminal access, it can automate complex tasks—from fixing servers to grocery shopping—and initiate conversations on apps like WhatsApp. However, granting an AI such high-level control over your computer offers the "Ultimate Software Experience" only if users strictly manage the inherent security risks through sandboxing. Moltbot (Openclaw) 是一款運行於本地端的開源 AI 代理人，將 AI 從被動問答轉變為能主動服務的數位管家。它具備存在本地檔案的永久記憶與電腦終端機的完全控制權，不僅能自動執行修復伺服器或購物等複雜任務，還能主動透過通訊軟體聯繫用戶。 然而，賦予 AI 如此高的系統權限雖能帶來極致的效率，使用者也必須透過沙盒機制嚴格控管，以防範潛在的資安風險。 Powered by Firstory Hosting

In this episode, we dive into the real forces reshaping the semiconductor world: export controls, licensing regimes, and the race for AI chip supremacy. The industry is undergoing a permanent structural shift where security now commands the budget, and regional fragmentation is the new reality. Join us as we break down why "tariffs move the margins, but geopolitics moves the market". Whether you are an investor or a tech enthusiast, this episode will help you focus on what actually matters—from overseas fab expansions to advanced-node leadership. 歡迎收聽本集節目。近期美台關稅調降的消息引發市場關注，本集我們將探討真正驅動 2026 年晶片市場的底層邏輯：出口管制、技術領先地位以及美中地緣政治競爭。隨著全球供應鏈從追求「效率」轉向「安全與韌性」，台灣雖穩居全球晶片棋盤的核心，卻也面臨地緣政治的脆弱性。我們將分析為什麼對台積電（TSMC）等巨頭而言，取得 EUV 設備與遵守出口法規，遠比關稅調整更具決定性。 Powered by Firstory Hosting

In this episode, we invited Tesoro Venture Capital Founder and Managing Partner Andy Lombard to share how he identifies future industry leaders amid the trillion-dollar global race in semiconductors and AI.Developing a new chip often takes close to a decade and requires tens of millions of U.S. dollars in investment. Tesoro approaches this challenge through a model it calls “Codependent Innovation,” working in close collaboration with ecosystem partners such as TSMC, Cadence, and Amkor. By embedding startups directly into this network, Tesoro helps establish real-time feedback loops that significantly shorten development cycles. Andy explains in detail how Tesoro's accelerator programs are designed to compress both R&D timelines and costs, with an ambitious goal: to cultivate the next generation of TSMC's most important global customers within the next five years.Beyond investment strategy, Andy also discusses how Tesoro is working to replicate the success of Taiwan's Hsinchu Science Park in the “Silicon Desert” of Phoenix. Tesoro is actively connecting leading universities—such as the University of Arizona and National Yang Ming Chiao Tung University—with advanced research centers, focusing on frontier domains including Physical AI, robotics, photonics, and AI chips engineered for extreme environments such as space.In this episode, we take a closer look at how Tesoro supports Taiwanese and global startups as they establish a presence in the U.S. market. Through cross-border collaboration and what Andy describes as a “corridor effect,” Tesoro aims to accelerate the commercialization of next-generation hard technologies and help shape a truly global ecosystem for physical, real-world AI.在本集節目中，我們邀請到 Tesoro Venture Capital 的創辦人兼管理合夥人 Andy Lombard，與我們分享他如何在價值兆元的半導體與 AI 競賽中挖掘未來的產業巨頭。開發一顆晶片通常需要耗時十年並投入數千萬美金，但 Tesoro 透過「共同依賴式創新（Codependent Innovation）」模式，與台積電 (TSMC)、Cadence 及 Amkor 等生態系夥伴緊密合作，為新創公司建立即時的反饋機制。Andy 詳細介紹了他們如何透過加速器計畫壓縮研發時間與成本，目標是在未來五年內，為台積電培養出下一批最重要的全球大客戶。 從新竹到鳳凰城：打造實體 AI 的全球生態系 除了投資策略，Andy 也探討了如何將台灣新竹科學園區的成功模式，複製到亞利桑那州鳳凰城的「矽沙漠」。Tesoro 致力於串聯全球頂尖大學（如亞利桑那大學與陽明交大）與研究中心，鎖定「實體 AI (Physical AI)」、機器人、光子學以及專為太空極端環境設計的 AI 晶片等前瞻領域。我們將深入了解 Tesoro 如何協助台灣及全球的新創團隊落腳美國市場，並透過跨國合作的「廊道」效應，推動次世代硬科技的商業化進程。

This episode of Deep Dive provides a comprehensive recap of CES 2026, highlighting a pivotal shift in the technology landscape from Generative AI (chatbots) to "Agentic AI" and "Physical AI." The discussion focuses on how AI is moving beyond the screen and cloud into the physical world to become the foundational infrastructure of consumer technology. The hosts explain that this new era is defined by "agency"—software that proactively anticipates user needs and executes tasks across devices without waiting for prompts—marking a departure from the passive tools of the past few years. The episode details specific innovations driving this shift, particularly the rise of local AI processing on PCs and smartphones to ensure privacy and speed (the "AI PC" era). It covers major developments in robotics, such as Hyundai's industrial integration of Boston Dynamics and new home assistants from Samsung and LG that aim to be helpful rather than just novelties. Furthermore, the discussion touches on the explosion of health tech following new FDA guidance, featuring non-invasive monitoring and smart wellness devices, ultimately painting a picture of a future where technology becomes an invisible, proactive, and helpful layer in daily life. 這集 podcast 針對剛落幕的 CES 2026 進行了深入的趨勢分析，重點在於人工智慧（AI）的重大轉型：從單純的「生成式 AI」（如對話機器人）進化為具備主動執行能力的「代理 AI」（Agentic AI）與「實體 AI」（Physical AI）。節目指出，AI 已不再只是雲端上的軟體，而是成為各種硬體設備的基礎架構（Infrastructure）。透過 Lenovo 的情境感知筆電、Samsung 與 LG 的智慧家電生態系等案例，主持人解釋了 AI 如何從「等待指令」轉變為「預測需求並主動執行」，真正實現跨裝置的無縫協作。 除了軟體代理，節目也探討了 AI 進入實體世界的硬體突破。重點涵蓋了 NVIDIA 與現代汽車（Boston Dynamics）在工業與居家機器人上的進展，以及為了支援這些「邊緣運算」所需的強大晶片（如 NVIDIA RTX 50 系列與各家 NPU）。此外，討論觸及了 FDA 新規範放寬後帶來的健康科技爆發，例如非侵入式血糖監測與智慧馬桶等。整體而言，CES 2026 標誌著科技正從數位的對話框，大步邁向能感知、移動並協助人類處理實體任務的時代。 Powered by Firstory Hosting

VC Talks: Shao-Yu Jheng (Harvard) | Why Reindustrialization Won't Work Without Global Supply Networks As reshoring and industrial policy return to the center of U.S. economic strategy, supply chains are increasingly framed as matters of national security and sovereignty. But history tells a more complicated story. In this episode of VC Talks, Uly revisits Left for Dead, a 1997 study on the revival of U.S. electronics, to question whether bringing manufacturing back home was ever the true driver of America's industrial recovery. Joined by Shao-Yu Jheng, a postdoctoral researcher in Economics at Harvard University, the conversation reframes the 1980s–90s comeback as a story of network leadership rather than national production. The episode examines why the Japanese manufacturing model ran into structural limits, how Taiwan and overseas Chinese (OC) production networks enabled coordination at scale, and why control over global supply networks—rather than factory location alone—proved decisive. Looking ahead, the discussion challenges today's reshoring debate by asking what industrial policy can realistically change, and where its influence fundamentally ends. 在美國近年大力推動再工業化與製造回流的政策背景下，供應鏈被重新視為國家競爭力的核心資產。然而，歷史是否真的支持「把工廠搬回國內」就能重建產業實力？本集《VC Talks》回到一篇 1997 年探討美國電子產業復甦的研究〈Left for Dead〉，試圖從產業史的角度，重新檢視當前對 reshoring 的普遍想像。 主持人 Uly 與哈佛大學經濟學博士研究員鄭紹鈺深入對談，指出美國在 1980 至 1990 年代的產業反彈，並非來自製造回流，而是成功主導橫跨多國的生產網絡。節目聚焦日本製造模式的結構性限制，以及臺灣與海外華人（OC）產業網絡如何在關鍵時刻提供彈性、效率與協調能力，成為美國科技體系得以延續競爭優勢的隱形支柱。本集不只回顧歷史，也直指一個當代問題：在高度全球化的供應鏈體系中，真正的產業力量，究竟掌握在國家邊界，還是網絡控制之中？

Robotics and AI are becoming core foundational capabilities of the physical economy. As AI extends from cloud-based models into hospitals, logistics centers, and a wide range of service environments, robots increasingly carry functions of perception, reasoning, and decision-making, directly translating into measurable gains in productivity, system reliability, and operational safety. Together, they are emerging as critical infrastructure supporting the operation of modern society. Taiwan has established “Robotics + AI” as a key direction in its future industrial布局, responding to the long-term challenge of a highly concentrated industrial structure. While semiconductors remain a central pillar, their capital-intensive nature and limited spillover effects mean that the next phase of growth must come from a new industrial curve. The National Development Council has therefore been tasked with identifying scalable, repeatable, and extensible industry models—channeling Taiwan's deep strengths in hardware, engineering, and systems integration into professional, service-oriented robotics, with priority deployment in healthcare, long-term care, logistics, and facility management where demand is clear. Along this trajectory, the government's role is evolving into that of an industry accelerator. By integrating R&D outputs and supporting the formation of new robotics companies, it is laying the groundwork for private capital and startups to enter, scale, and participate sustainably. This episode approaches the topic through the lens of industrial structure and policy logic, explaining why Taiwan has positioned Robotics + AI at the core of its next industrial phase, and how this strategy may shape the country's economic future. 機器人與 AI 正成為實體經濟運作的核心底層能力。隨著 AI 從雲端模型延伸至醫院、物流中心與各類服務場域，機器人逐步承載感知、判斷與決策功能，並直接轉化為可量化的生產力、系統穩定度與營運安全，成為支撐現代社會運作的重要基礎設施。 臺灣已將「機器人＋AI」確立為未來產業布局的關鍵方向，回應產業結構高度集中的長期挑戰。半導體仍是核心支柱，但其資本密集與產業外溢有限，使得下一階段成長動能必須來自新的產業曲線。國發會因此被賦予尋找可延展、可複製、可擴散產業模式的任務，將臺灣深厚的硬體、工程與系統整合能力，導入專業用、服務型機器人領域，並優先落地於醫療、長照、物流與場域管理等需求明確的應用場景。 在這個方向上，政府的角色將成為產業成形的推進器。透過整合研發成果整合、成立新的機器人企業，將可為民間資本與新創團隊鋪設可進場、可放大的基礎。本集從產業結構與政策邏輯切入，解析臺灣以機器人與 AI 作為下一階段產業核心的理由，以及這項布局對臺灣經濟可能帶來的深層影響。 Powered by Firstory Hosting

In this episode, Uly examines five defining technology signals emerging from Taiwan in 2025—and explains why they matter far beyond local headlines. Rather than viewing Taiwan solely as a semiconductor manufacturing center, this conversation reframes it as a critical capability hub shaping how artificial intelligence systems scale, deploy, and sustain over the next decade. The discussion covers TSMC's USD 100 billion expansion in the United States, NVIDIA's decision to establish its major R&D headquarters in Taipei, and AMD's continued expansion of its R&D footprint in Taiwan. Uly also breaks down the strategic implications of Taiwan's AI Basic Law, as well as the accelerating commercialization of silicon photonics and co-packaged optics (CPO) by leading Taiwanese technology companies. Together, these developments point to a deeper shift: AI's future growth is increasingly constrained not by models alone, but by infrastructure, hardware integration, regulation, and long-term system design. This episode offers investors, founders, and technology leaders a clearer framework for understanding why Taiwan plays a central role in the global AI roadmap—and why the AI era cannot scale without it. 本集深入解析 2025 年來自臺灣的五項關鍵科技訊號，說明這些發展為何不只是區域新聞，而是正在影響全球 AI 擴展路徑的重要因素。本集重新定位臺灣的角色，從單一的半導體製造重鎮，轉向支撐 AI 長期發展的核心能力基地。 內容涵蓋台積電在美國規模達 1,000 億美元的投資布局、NVIDIA 將重要研發總部設於台北、AMD 持續擴大在臺灣的研發投入，同時也討論《AI 基本法》對產業與技術治理的影響，以及臺灣大型科技公司加速推動矽光子與 CPO 商業化的進展。 這些訊號共同指向一個更深層的轉變：AI 的成長瓶頸，已不再只是模型能力，而是來自硬體整合、基礎設施、制度設計與長期系統規劃。本集提供投資人、創辦人與產業決策者一個清楚視角，理解為何臺灣在全球 AI 發展中占據關鍵位置，以及 AI 時代為何無法在沒有臺灣的情況下持續擴展。

In 2026, generative AI is crossing a critical threshold—from reactive tools to action-oriented systems capable of setting goals and executing tasks. This shift is already reshaping how organizations make decisions, how teams operate, and how individual roles are valued. This episode explores the most defining generative AI trends of 2026, including the real-world deployment of AI agents, the growing tension between scale and authenticity in generated content, and the expansion of AI into research, simulation, and professional decision-making. Rather than a technical overview, this conversation focuses on what has already changed and which capabilities are being repriced. If you're a founder, investor, business leader, or a professional assessing how AI will impact your role and industry, this episode provides a clear framework for understanding what truly matters in the year ahead. 2026 年，生成式 AI 正在跨過一條關鍵界線——從被動回應指令的工具，轉變為能設定目標、主動執行任務的行動型系統。這個轉變，正實際影響企業如何做決策、團隊如何協作，以及個人工作的價值定位。 本集將聚焦生成式 AI 在 2026 年最具代表性的趨勢，包括 AI Agent 的實際落地、生成內容與真實性的張力、以及 AI 如何進入研究、資料模擬與專業決策場景。這不只是對技術發展的整理，而是協助你理解哪些變化已經發生、哪些能力正在被重新定價。 如果你是創辦人、投資人、企業決策者，或正在評估 AI 對自身工作與產業影響的專業工作者，這一集將幫助你用更清楚的脈絡，看懂接下來一年值得關注的方向。 Powered by Firstory Hosting

In this episode of VC Talks, we sit down with Timothy Chen, Founder of Essence VC, to unpack his core perspectives on investing in AI startups—and why, despite rapid advances in models and tools, the founder matters more than ever at the earliest stage. Drawing from his frontline experience in early-stage venture capital, Timothy reflects on the structural shifts in the AI investment landscape before and after 2022. As foundation models and cloud infrastructure become increasingly commoditized, where does true differentiation come from? He also speaks candidly about which layers of today's AI value chain are likely to capture lasting value, and the seemingly compelling narratives that may look impressive on the surface but, in reality, lack defensible technical moats—clear red flags he watches for when evaluating young teams. The conversation also looks ahead to a disruption the venture world is just beginning to confront: when AI agents can already run diligence, analyze markets, and even take part in negotiations, how does the role of a venture capitalist evolve? Timothy shares his rethinking of where enduring VC value will lie, offering a key insight—while AI can dramatically amplify efficiency, it cannot replace human judgment or the ability to build long-term trust. If you're thinking about how to become a more effective early-stage investor in the AI era, or want to understand how top VCs quickly identify the people and teams truly worth backing for the long run, this episode offers a compelling, first-hand perspective. 在這一集 VC Talks 中，我們邀請到 Essence VC 創辦人 Timothy Chen，深入解析他在投資 AI 新創時的關鍵判斷視角，以及為什麼相較於AI模型與工具，「創辦人」的因素，卻反而比以往任何時候都更為關鍵。 Timothy 從早期創投的第一線觀察出發，回顧 2022 年前後 AI 投資生態的結構性轉變：當基礎模型與雲端資源逐漸商品化，真正的差異化該如何被定義？節目中，他也坦率談到，在今日的 AI 產業鏈中，價值究竟會沉澱在哪一層，以及哪些看似華麗、實際上可能缺乏技術護城河的行銷語言，是他在評估早期團隊時最重視的警訊。 另外，我們也試著思考未來創投圈即將面對的衝擊：當 AI agents 已能執行盡職調查、分析市場，甚至參與談判後，創投的角色究竟又會如何演變？ Timothy 分享他對未來創投專業價值所在的重新想像，也拋出一個關鍵觀點——雖然AI技術可以放大效率，但無法取代人類的判斷與建立長期信任的能力。 如果你正在思考如何在 AI 世代成為極具影響力的早期投資者，或想理解早期創投如何快速辨識，甚麼是「值得長期下注的人與團隊」，這一集將提供極具啟發性的第一手視角。

In late November 2025, Taiwan marked a significant milestone with the successful launch of the first satellite in the Formosat-8 constellation. Carried into a 561-km sun-synchronous orbit aboard a SpaceX Falcon 9, the “Chi Po-lin” satellite symbolizes both technical progress and cultural meaning, extending the late filmmaker's aerial perspective of Taiwan into space. This mission inaugurates Taiwan's first domestically built high-resolution Earth-observation constellation. FORMOSAT-8 will eventually consist of eight satellites deployed between 2025 and 2031. With native 1-meter resolution—improving to roughly 70 centimeters for two advanced units—the constellation will provide multiple daily revisits over Taiwan. Importantly, about 84% of each satellite's core components are manufactured in Taiwan, covering optics, structures, propulsion, and electronics. This demonstrates the country's ambition to develop a self-reliant industrial base for space technologies. The episode also explores the broader global landscape. The value of the global space economy reached USD 570 billion in 2023 and is projected to exceed USD 1 trillion within the decade. Reusable rockets from SpaceX and Blue Origin, mega-constellations such as Starlink and OneWeb, and commercial imaging companies like Planet Labs and ICEYE are reshaping how nations communicate, observe Earth, and respond to climate and security challenges. In this episode, we examine what Formosat-8 means for Taiwan's space capabilities, how global players are redefining the space economy, and why satellite technology is becoming essential infrastructure for connectivity, environmental monitoring, disaster response, and national security. Taiwan's emerging participation in this ecosystem reflects both technological ambition and a strategic need for resilience in an increasingly complex world. 2025 年 11 月底，臺灣太空發展迎來重要進展。福衛八號首顆衛星搭載 SpaceX Falcon 9 成功進入 561 公里太陽同步軌道，正式啟動臺灣第一組自製高解析度遙測衛星星座。以導演齊柏林命名的首枚衛星象徵「從空中看臺灣」的精神延伸至太空，也展現臺灣提升自主太空能力的決心。 福衛八號採「6＋2」配置，從 2025 至 2031 年將部署八顆衛星，其原生解析度達 1 公尺，部分可提升至約 70 公分，並具備每日多次回訪臺灣的能力。約 84% 的技術與零組件由臺灣研發製造，涵蓋光學、結構、推進與電子系統，意味著本土太空產業正逐步形成完整供應鏈。 本集節目也將延伸至全球脈動。2023 年全球太空經濟規模已達 5,700 億美元，預估本世代內有望突破 1 兆美元。從 SpaceX、Blue Origin 的可重複使用火箭，到 Starlink、OneWeb 的全球通訊網，再到 Planet Labs 與 ICEYE 的商業遙測服務，太空已成為通訊、氣候、國安與產業韌性的核心基礎設施。 在這集節目中，我們帶你理解福衛八號的技術進展、全球太空產業的競逐，以及臺灣如何藉由自主研發與國際合作，在新興太空經濟中建立關鍵角色。 Powered by Firstory Hosting

This episode unpacks how the U.S. reindustrialization wave—driven by the CHIPS Act, the IRA, and mega-projects like Project Stargate—is reshaping global AI infrastructure. Dr. Wesley Chu explains why this buildout still relies heavily on Taiwan's supply chain, spanning advanced semiconductors, packaging, and AI hardware manufacturing. We also explore the shift from “Made in Taiwan” to “Made with Taiwan,” marked by co-built AI parks and highly automated AI factories. As global competition intensifies, Dr. Chu highlights why Taiwan must strengthen core technology protection and supply-chain resilience to maintain its central role in the democratic technology ecosystem. 本集帶你理解美國再工業化如何重塑全球 AI 基礎建設。從 CHIPS 法案、IRA，到 Project Stargate 等超大型投資，美國正以高速擴建算力需求所需的先進晶片與 AI 工廠。Dr. Wesley Chu 說明，這波建設浪潮的核心仍深度倚賴臺灣供應鏈，從先進製程、封裝，到 AI 伺服器與關鍵硬體。 節目也討論「Made in Taiwan」正逐步轉向「Made with Taiwan」——透過跨國共建 AI 園區、合作打造自動化工廠，臺灣在民主科技生態系的戰略位置進一步提升。同時，全球競爭加劇下，臺灣更需要強化技術保護與供應鏈韌性，確保在新一輪 AI 工業革命中的關鍵角色。

In this episode of AI News, we take a closer look at the newly released Forbes “AI 50” list for 2025. Selected from nearly two thousand applicants, the fifty featured companies highlight a major shift in the global AI landscape—from model development races to full workflow automation and real-world deployment. We examine key players such as Cursor, Harvey, Figure AI, and World Labs, exploring how they are transforming software engineering, legal processes, medical information access, and robotics. The discussion then turns to Taiwan: with rising compute demand and rapid growth in edge AI, semiconductors, servers, and healthcare technology, how should Taiwan position itself for the next two to three years? This episode offers a strategic, international perspective on the opportunities and challenges that lie ahead. 本集 AI News 聚焦最新公布的 Forbes《AI 50》2025 名單。從近兩千家提名企業中脫穎而出的五十家 AI 新創，反映了全球 AI 發展正從模型競賽全面走向「產業流程自動化」與「實體世界應用」的新階段。 我們將解析 Cursor、Harvey、Figure AI、World Labs 等代表性公司，理解它們如何重新定義工程開發、法律審查、醫療資訊查詢與人形機器人的應用場景。節目也延伸討論這波變化帶給臺灣的意義——無論是算力需求、半導體與伺服器供應鏈、邊緣裝置，或醫療與法規科技，臺灣應如何在未來兩到三年精準抓住跨國合作與產業升級的窗口。這是一集從國際視角檢視台灣 AI 競爭力的提問。 Powered by Firstory Hosting

本集邀請 Silicon Catalyst Ventures 合夥人、同時為 OceanIQ Capital 創辦人的陳凱，深入談論家族辦公室與 LP 在 AI 浪潮中的位置與策略。 Kai 認為家族資本通常具備更長的時間視野，更重視資產配置的韌性與技術價值的真實落地。因此，在 AI 投資中，他們聚焦於能帶來系統性效率提升與穩健現金流的應用場景，而非僅依循市場情緒追逐熱門題材。 在節目中，我們也討論到跨境創新鏈的協作模式：臺灣憑藉半導體與先進製程掌握全球運算的根基，而矽谷則將算力轉化為平台、演算法與產品生態，兩地並非競爭，而是新一代技術革命中不可或缺的互補力量。陳凱認為，當 AI 不再只是「下一波科技浪潮」，而是逐步重塑醫療、工業、企業決策和知識工作時，真正的關鍵在於如何以長期心態面對這場改變人類文明結構的變化。 In this episode, we speak with Kai Chen, General Partner at Silicon Catalyst Ventures and Founder of OceanIQ Capital, to explore how family offices and long-term LPs are approaching the current AI boom. Unlike traditional venture firms that often emphasize speed, narrative, and rapid scaling, family offices prioritize discipline, capital durability, and value creation grounded in real-world application. Their focus is on AI solutions that fundamentally enhance system efficiency—whether in manufacturing, enterprise operations, healthcare, or infrastructure—rather than on hype-driven valuation swings. We also examine the cross-border innovation landscape. Taiwan plays a pivotal role in the global semiconductor and hardware supply chain, while Silicon Valley excels at transforming raw computational power into platforms, algorithms, and developer ecosystems. Instead of competition, this represents a symbiotic structure that underpins the next generation of AI progress. Kai argues that this moment in AI is more than a cyclical uptrend; it marks a structural shift in how knowledge work, organizational decision-making, and industrial output are defined. For long-term capital, the goal is not simply to “catch the wave,” but to understand which parts of this transformation will endure. Powered by Firstory Hosting

In Case You Missed It: TechCrunch Disrupt 2025 Review Welcome to our latest episode — a deep dive into TechCrunch Disrupt 2025, the global gathering where the next decade of innovation begins. If you're a founder, investor, or simply curious about how technology is reshaping the real world, this one's for you. Disrupt isn't just another conference — it's where vision meets execution, and where new industries are quietly being built. This year, the spotlight shifted from hype to hardware, from theory to traction. We'll unpack the rise of Glīd, the logistics startup reinventing freight movement; Nephrogen, blending AI and gene therapy; and bold predictions from Zoom's Eric Yuan, who believes AI could soon redefine the workweek itself. We'll also explore how the event's new Going Public Stage revealed the real playbook for scaling — and why Asia's innovators, from Taiwan to Japan, are finding their global footing right here in San Francisco. By the end of this episode, you'll understand not only what happened at Disrupt, but why it matters to you — how these shifts in AI, logistics, biotech, and hardware signal where the next opportunities are emerging. So grab your headphones, and join us as we decode the conversations shaping the future of startups, capital, and technology itself. Powered by Firstory Hosting

In this episode, we're joined by serial entrepreneur and investor Terry Hsiao to explore the defining shifts that have shaped Silicon Valley from 2000 to 2025—from the dot-com boom and bust, through the rise of mobile and cloud, to today's AI-driven transformation and the restructuring of venture models. Terry's journey spans from engineer to serial founder, investor, and educator, bridging startup communities across the U.S. and Taiwan. He reflects on how each wave—from the internet era's obsession with “eyeballs,” to the mobile revolution powered by the iPhone and AWS, to the post-COVID reinvention of venture—has redefined what it means to build and invest. Beyond taking a company public, Terry now mentors founders and investors on both sides of the Pacific, offering insights on what it takes to thrive in the decade ahead. Powered by Firstory Hosting

槓桿不賭命是一檔美股投資者的真實記錄，我是何星。每集我會完整告訴你我的資產配置，以及如何運用槓桿跟著資本成長。你我都是普通人，我不追求成功，我只想要生活輕鬆。如果你跟我一樣，podcast搜尋槓桿不賭命 https://fstry.pse.is/8a2lfh —— 以上為 Firstory Podcast 廣告 —— In this special edition of EP 3–8, we explore how two innovation capitals—San Francisco and Los Angeles—revealed contrasting yet complementary visions of the tech future during Tech Week 2025. From OpenAI's pragmatic focus on AI infrastructure at Fort Mason to IBM Ventures' high-stakes corporate venture night downtown, San Francisco showcased a city obsessed with building the backbone of intelligence. A week later, Los Angeles responded with cinematic flair: AI-driven fashion in Beverly Hills, immersive storytelling summits in Culver City, and a CEO retreat at Terranea where culture met capital. This episode examines how the Bay Area engineered the systems of tomorrow while LA gave them soul—marking a shift from innovation as technology to innovation as experience. Powered by Firstory Hosting

This week, we trace two seismic shifts redefining both the AI race and the global economy. OpenAI–AMD Alliance marks a structural realignment in the AI hardware landscape. The multi-year partnership grants OpenAI access to up to 6 GW of AMD's next-generation Instinct accelerators—a move that diversifies its compute base beyond NVIDIA and positions AMD as a credible second supplier in the frontier-model era. The deal, which could add tens of billions in market value, signals a future where model developers and chipmakers are financially intertwined to secure compute sovereignty. U.S.–China Trade Confrontation re-enters a critical phase as Washington moves to impose 100 percent tariffs on nearly all Chinese imports, citing Beijing's rare-earth export restrictions as a strategic threat. The escalation threatens to fragment technology supply chains, drive inflationary pressure in the U.S., and accelerate the formation of rival industrial blocs—America's “friend-shoring” network versus China's Belt-and-Road manufacturing orbit. Together, these developments expose a world where AI capacity, economic power, and geopolitical control are converging into the same equation—and where nations, companies, and investors must decide which ecosystem they belong to. Powered by Firstory Hosting

槓桿不賭命是一檔美股投資者的真實記錄，我是何星。每集我會完整告訴你我的資產配置，以及如何運用槓桿跟著資本成長。你我都是普通人，我不追求成功，我只想要生活輕鬆。如果你跟我一樣，podcast搜尋槓桿不賭命 https://fstry.pse.is/8a2lfh —— 以上為 Firstory Podcast 廣告 —— This week, we track three pivotal forces shaping the global innovation narrative. Washington's Shutdown has paralyzed U.S. federal agencies, disrupting capital markets and research while costing the economy up to $15 billion a week, underscoring how fragile high-tech growth becomes when governance stalls. Taiwan–U.S. High-Tech Partnership is emerging as a strategic framework for resilient supply chains and shared R&D in semiconductors and AI, offering a “Taiwan model” that balances collaboration with technological sovereignty. The AI Workforce Shift is accelerating as more than 120,000 global layoffs redefine work in the automation era, where efficiency metrics now favor algorithms over headcount. Powered by Firstory Hosting