Podcasts about ai ai

・検索行動は減っていないが「ゼロクリック」が63.5%に達し、AI検索の影響が顕著に表れている・noteは生成AI経由の流入が期待値の約4倍を記録、「AIに好まれ、人に選ばれる」コンテンツの特徴が明らかに・AI検索時代に求められるのは「トピックに関する信頼と評判を得る…

如果你去一趟新加坡的樟宜機場， 絕對會對他們AI應用之極致嘆為觀止， 不用排隊的通關、無人接駁、還有會自己思考的推車， 這一切的背後要談回新加坡這個國家的本質， 因為沒有資源，所以人才就是最珍貴的資源， 從培育做起，人人都是AI高手，這個國家能不強大嗎．．． ／ 碧耐絲1111破盤優惠: ❤️石墨烯眼罩42°C溫熱舒緩，50片特價$799 免運，再送黃金眼膜5片。 ❤️面膜50片$799 送眼膜、100片$1380送酵素洗面乳 。 還有滿額連環送！ 優惠連結請看

At the Crexendo UGM, Mark Vange, Founder and CEO of Autom8ly, sat down with Doug Green, Publisher of Technology Reseller News, to discuss how Autom8ly is redefining the role of AI in business communications — not as a distant automation layer, but as a cooperative partner working alongside people and processes. “AI isn't a box you plug in — it's more like hiring a new employee,” said Vange. “Our philosophy is cooperative AI: AI that works with you, using the tools you already have, to make your people more productive.” At Crexendo UGM, Autom8ly showcased its new 10DLC Onboarding Assistant, an AI-driven system that dramatically simplifies the complicated process of SMS compliance registration. Today, service providers can spend four to six hours helping a customer fill out their 10DLC brand and campaign applications — only to see a large percentage rejected on first submission. Autom8ly's onboarding AI guides end users step-by-step through the forms, using context-aware prompts and compliance logic to ensure accuracy. “We've taken a four-hour ordeal and turned it into a five-minute review,” Vange explained. “We're seeing first-submission success rates move from 8 percent to 95 percent. It's saving time, money, and frustration for everyone.” Beyond compliance automation, Autom8ly is also building advanced voice agents, real-time call assistance tools, and AI-powered QA and transcription systems that help service providers and their customers operate more efficiently. These tools can listen to live customer calls and instantly surface the right information — such as product details or appointment policies — enabling agents to provide accurate, immediate responses without extensive training. The result is a growing suite of AI tools built specifically for MSPs, resellers, and NetSapiens partners, allowing them to bring intelligent automation to verticals such as automotive, hospitality, veterinary care, legal services, and retail. Autom8ly's business model is 100 percent channel-based, designed to empower partners to deliver AI-enabled solutions under their own brands. “Our focus is on helping those who already understand their markets and customers succeed with AI,” Vange said. “We don't sell direct — we help partners integrate AI into their existing business models and deliver real, measurable value.” To learn more about Autom8ly's cooperative AI solutions and partnership opportunities, visit autom8ly.com.

גיא קצוביץ' מארח את עמית קרפ (Bessemer Venture Partners), ברק שוסטר (Battery Ventures) וינאי אורון (Vertex Ventures Israel) לניתוח גל הפיטורים באמזון (Amazon) ולייטריקס (Lightricks) והשאלה האם AI הוא הסיבה האמיתית, או תירוץ להתייעלות. הדיון עובר לעתיד חברות ה-SaaS מול חברות "AI FIRST", בוחן את "כלכלת הבחירות" של שר האוצר בצלאל סמוטריץ', ומסביר מדוע יזמים ישראלים מעדיפים להתאגד בדלאוור (Delaware) בזכות הטבת המס QSBS. בנוסף, נתונים חדשים על יזמים סדרתיים (Wiz, CyberArk) בישראל, והמעבר של OpenAI למבנה רווחי בשווי 500 מיליארד דולר(00:00) - פתיחה(04:24) - פיטורי AI באמזון ולייטריקס: האם AI הורג משרות?(12:14) - למה חברות AI FIRST יהרגו את תעשיית ה-SaaS?(24:21) - "כלכלת בחירות" והטבת המס (QSBS) שמושכת יזמים לדלאוור(37:14) - יזמים סדרתיים בישראל (Wiz, CyberArk)(57:08) - המבנה החדש של OpenAI: שווי 500 מיליארד דולר והעסקה עם מיקרוסופט

在这一期节目中，你听到的声音来自 AI，但内容全部由我亲自撰写。这篇文字最初发布在我的 Newsletter《Bear 学习派》中，如今由 AI 为你朗读。这期内容分为三个主题：1️⃣ 中国超级应用的设计逻辑——为什么腾讯地图、滴滴出行的界面看起来“复杂”，但其实更聪明？2️⃣ AI 时代的新设计师宣言——来自 Cursor 首席设计师 Riolu 的 10 条“不该做的事”。3️⃣ 创意行业的未来——AI 如何重塑设计、协作与创作节奏？在 AI 的帮助下，我们不仅能更快地创作，也能更深地思考。我想借这期节目，和你一起重新理解：在科技加速的时代，设计的本质依然是“为人服务”。Newsletter 原文： Bear 学习派第 27 期 – 为什么中国 App 看起来那么忙？Support this podcast at — https://redcircle.com/beartalk/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this OnBase episode, host Chris Moody reconnects with marketing visionary Jon Miller for a deep dive into the evolution of B2B marketing and the transformative role of artificial intelligence in shaping the future of go-to-market strategy.Jon shares his remarkable journey, from studying physics to co-founding Marketo and Engagio, joining Demandbase, and now launching his next venture at the cutting edge of AI. He reflects on the lessons learned from past technology revolutions, drawing parallels between the early internet era and today's AI boom.Listeners gain an inside look at how AI is fundamentally changing both software innovation and buyer behavior, why marketers must shift from quantity to quality-driven personalization, and what it takes to build organizations that thrive in an AI-first world.This episode is packed with insights for anyone navigating marketing's AI transformation, from creative storytellers to data-driven tacticians.Key TakeawaysThe Biggest Shift Since the Internet AI isn't just another tech trend, it's as transformative as the rise of the internet. We're entering a new era where software can do things we never imagined, enabling businesses that couldn't exist before.The “Jagged Frontier” of AI AI excels at some tasks and fails at others. The key is daily experimentation, understanding where AI amplifies your strengths and where human oversight is indispensable.From Quantity to Quality The goal isn't to send more emails, it's to deliver more relevant experiences. AI's true power lies in helping marketers achieve genuine one-to-one personalization through smarter orchestration, not mass automation.The Human – AI Partnership Future success lies in collaboration: humans provide creativity and empathy; AI handles data, optimization, and orchestration. Together, they create outcomes neither could achieve alone.Culture Determines AI Success Technology adoption starts with leadership. Organizations must build AI fluency into their culture, encouraging training, experimentation, and open sharing of prompts and insights.Emotion Drives Storytelling Even in B2B, emotion matters. Great storytelling taps into curiosity, excitement, and drama, whether through stealth launches, community intrigue, or relatable human experiences.Marketing Measurement Is Broken B2B marketers are still judged on MQLs and short-term results, despite the nonlinear reality of buying behavior. We need new ways to measure marketing that reflect its true long-term impact.Quotes“Don't use AI like a faster typewriter. Use it as a new form of intelligence that helps you think better.”Tech recommendationsDescript – For seamless AI-powered video and podcast editing.Crosby.ai – An AI-enabled law firm combining automation with human legal review.Resource recommendationsBooksThe Advantage by Patrick Lencioni – A guide to building healthy, high-performing organizations.Setting the Table by Danny Meyer – Lessons on culture and leadership from the hospitality world.Turn the Ship Around by L. David Marquet – Empowerment and leadership through intentional communication.NewsletterAlmost Timely Newsletter by Chris Penn.Kieran Flanahan Newsletter on Medium.Shout-outsChris Penn – AI strategist and co-founder of Trust Insights.Kieran Flanagan – SVP, Marketing, AI & GTM (SVP) and B2B growth expert and AI prompt innovator.Kathleen Schwab – Author of Marketing in the Great Big Messy World.About the GuestJon Miller is a marketing technology pioneer and serial founder. He co-founded Marketo, Engagio, and later served as CMO of Demandbase, helping redefine how B2B companies go to market. Now building his next AI-focused startup, Jon also advises tech companies on strategy and growth. A frequent keynote speaker and author of The Definitive Guides to ABM and Marketing Automation, he's been recognized as one of the world's top B2B marketers.Connect with Jon.

　2026年末までに生成 AI の使用による批判的思考力の衰えにより、世界の組織の50%が「 AI を使わない」スキル評価を求めるようになる。独自に思考できる候補者と、 AI の出力に過度に依存する候補者が、雇用で明確に区別され始め、このような人材の希少性が採用コストの上昇を招く。

You just know that AI is going to be a hot topic at PMRE 2025 (and, let's face it, probably PMRE 2026 et. al. too) so we decided to sit down with Matt Gia, founder of AutoHDR, to talk about optimal AI workflows for real estate media creators. Reed drills down with Matt about all the way AI can aid our businesses beyond the obvious image editing that is already making serious inroads into our industry. This is an illuminating talk with lots of actionable nuggets to take away. They also each throw down an epic action item, so stick around until the end of the show!Go to pmreconference.com for all the details on PMRE 2025 is November 18-20th at Palms Las Vegas. The Photography and Media for Real Estate conference will be better than ever this year!Upmarket Pod is once again, beyond excited to partner with iGUIDE to bring you our exclusive Road to PMRE 2025 series of Upmarket episodes.We also announce the 2025 iGUIDE Tour to PMRE Grand Prize Sweepstakes Winner!!!!! Upmarket is proud to be the official podcast of PMRE!The Presenting Sponsor of Upmarket is Aryeo, the best place to help grow and manage your Real Estate Media business. Use the code "Upmarket" at aryeo.com to get 15 free bonus listings with any new account.Another amazing sponsor of Upmarket is SecondFloor, the fastest way to create a finished floor plan. It's so fast that you can deliver the finished floor plan while you are still on-site! Not only that, but you can get UNLIMITED floorplans for one low monthly fee. We love SecondFloor and you can use the code UPMARKET at checkout and any new subscriber will get a 1 month free trial.Go to Fotello.co to check out Fotello, an ethically sourced AI photo editor. Try it for free and if you end up signing up, use the code UPMARKET25 to receive 25 free listings (~1,500 photos / $500 value) added to your account — no matter which plan you choose.Our Action Items are sponsored by PixlCRM, where you can scale your real estate photography business through automation. It's an all-in-one business and marketing platform that compliments your current delivery app. If you go to pixlcrm.com/upmarket you can get a 30 day risk free trial!!!

発信型ニュース・プロジェクト「荻上チキ・Session【日本HP presents　AIで開く私の可能性】」 ★月～金曜日　17:00～20:00　TBSラジオで生放送 パーソナリティ：荻上チキ、南部広美 番組HP：⁠⁠荻上チキ・Session⁠⁠ 番組メールアドレス：⁠⁠ss954@tbs.co.jp⁠⁠ 番組Xアカウント：⁠⁠@Session_1530⁠⁠ ハッシュタグは ⁠⁠#ss954 Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's Promoted Episode of Experiencing Data, I'm talking with Lucas Thelosen, CEO of Gravity and creator of Orion, an AI analyst transforming how data teams work. Lucas was head of PS for Looker, and eventually became Head of Product for Google's Data and AI Cloud prior to starting his own data product company. We dig into how his team built Orion, the challenge of keeping AI accurate and trustworthy when doing analytical work, and how they're thinking about the balance of human control with automation when their product acts as a force multiplier for human analysts.   In addition to talking about the product, we also talk about how Gravity arrived at specific enough use cases for this technology that a market would be willing to pay for, and how they're thinking about pricing in today's more “outcomes-based” environment.  Incidentally, one thing I didn't know when I first agreed to consider having Gravity and Lucas on my show was that Lucas has been a long-time proponent of data product management and operating with a product mindset. In this episode, he shares the “ah-hah” moment where things clicked for him around building data products in this manner. Lucas shares how pivotal this moment was for him, and how it helped accelerate his career from Looker to Google and now Gravity. If you're leading a data team, you're a forward-thinking CDO, or you're interested in commercializing your own analytics/AI product, my chat with Lucas should inspire you!     Highlights/ Skip to: Lucas's breakthrough came when he embraced a data product management mindset (02:43) How Lucas thinks about Gravity as being the instrumentalists in an orchestra, conducted by the user (4:31) Finding product-market fit by solving for a common analytics pain point (8:11) Analytics product and dashboard adoption challenges: why dashboards die and thinking of analytics as changing the business gradually (22:25) What outcome-based pricing means for AI and analytics (32:08) The challenge of defining guardrails and ethics for AI-based analytics products [just in case somebody wants to “fudge the numbers”] (46:03) Lucas' closing thoughts about what AI is unlocking for analysts and how to position your career for the future  (48:35) Special Bonus for DPLC Community Members Are you a member of the Data Product Leadership Community? After our chat, I invited Lucas to come give a talk about his journey of moving from “data” to “product” and adopting a producty mindset for analytics and AI work. He was more than happy to oblige. Watch for this in late 2025/early 2026 on our monthly webinar and group discussion calendar.   Note: today's episode is one of my rare Promoted Episodes. Please help support the show by visiting Gravity's links below: Quotes from Today's Episode “The whole point of data and analytics is to help the business evolve. When your reports make people ask new questions, that's a win. If the conversations today sound different than they did three months ago, it means you've done your job, you've helped move the business forward.” — Lucas  “Accuracy is everything. The moment you lose trust, the business, the use case, it's all over. Earning that trust back takes a long time, so we made accuracy our number one design pillar from day one.” — Lucas  “Language models have changed the game in terms of scale. Suddenly, we're facing all these new kinds of problems, not just in AI, but in the old-school software sense too. Things like privacy, scalability, and figuring out who's responsible.” — Brian “Most people building analytics products have never been analysts, and that's a huge disadvantage. If data doesn't drive action, you've missed the mark. That's why so many dashboards die quickly.” — Lucas “Re: collecting feedback so you know if your UX is good: I generally agree that qualitative feedback is the best place to start, not analytics [on your analytics!] Especially in UX, analytics measure usage aspects of the product, not the subject human experience. Experience is a collection of feelings and perceptions about how something went.” — Brian Links Gravity: https://www.bygravity.com LinkedIn: https://www.linkedin.com/in/thelosen/ Email Lucas and team: hello@bygravity.com

前回に引き続き、広木さんの『エンジニアリング組織論』以来の"新著"『AIエージェント 人類と協働する機械』の発売直前、「消える生産性」と組織変革の課題、相対速度と“赤の女王の原則”に見るAI時代の競争構造、そして逆張りせず学び続ける姿勢の大切さ、などの前回語り切れなかった見どころを深掘りしました。予約はこちらから！ https://t.co/jJYcvypgzV■ 動画版はこちら https://youtu.be/tEVzIR-IjQA

アドビが「Creative Cloud」を2026年版にアップデート　主力アプリに新しいAI機能／AIモデルを実装。　アドビは10月28日、有料サブスクリプションサービス「Adobe Creative Cloud（Adobe CC）」を2026年版にアップデートした。有効なサブスクリプション契約をしているユーザーは、無償でアプリを最新版にバージョンアップできる。

当GPT-5、DeepSeek、Qwen这些模型被放进真实的加密市场，它们到底能不能赚钱？这场名为Alpha Arena的实验，在制造「AI炒币」噱头的同时，也让更多人关注到AI交易的发展。AI是否能在极端波动的市场环境中学会投资？AI交易到底是「智能推理」还是「理性赌博」？本期节目我们与RockFlow创始人Vakee一起讨论AI交易的发展现状、潜力与局限，以及它为普通投资者带来的想象空间。 【主播】 熊浩珺Jack，律动BlockBeats副主编，《Web3无名说》主播 【嘉宾】 Vakee，RockFlow创始人 & CEO 【赞助商】 本期节目由开源硬件钱包OneKey赞助播出。硬件钱包是保护加密资产最有效的方式之一。加密世界是黑暗森林，每个人都该为自己的资产负责。物理隔离的硬件钱包，能更好保护助记词不被盗窃。 访问OneKey官网 (https://shop.onekey.so/discount/web3101)购买开源硬件钱包，使用折扣码「web3101」可享受95折优惠。 【你将听到】 实验背后，AI交易的技术实现与误区 00:30 什么是Alpha Arena？ 06:21 大模型交易流程：从Prompt到链上执行 07:17 为什么基座模型不具备真正的交易能力 10:54 在市场做交易，AI需要学会什么？ AI交易的未来 13:32 AI时代的「策略民主化」 17:49 机构与散户不断缩小的差距 19:42 AI金融的三大挑战 24:17 AI交易与加密市场 29:10 AI交易时代，普通人如何放大自己的「投资天赋」 【名词解释】 本期提到的一些企业和词汇： Hyperliquid，一家去中心化衍生品交易平台，它支持永续合约交易、跟单交易等功能，是当前增长最快的去中心化交易平台之一。 Robinhood，一家美国互联网券商，以“零佣金交易”模式著称，其目标是通过简洁的移动端产品和低门槛体验，实现金融投资的普惠化与“金融平权”。 【相关网站】 Alpha Arena官网 (https://nof1.ai) 发起人Jay Azhang的博客 (https://jayazhang.com) 【后期】 AMEI 【运营】 朱婕 【BGM】 Mumbai - Ooyy Unfinished Stories - Lennon Hutton First Horizon - ELFL 【在这里找到我们】 收听渠道：苹果｜小宇宙 海外用户：Apple Podcast｜Spotify｜Google Podcast｜Amazon Music 联系我们：podcast@sv101.net Special Guest: Vakee.

今回は、大規模言語モデル（LLM）が低品質なウェブテキストに継続的に晒されることで、認知機能の低下を引き起こすことを明らかにした論文「LLMs Can Get “Brain Rot”!」を取り上げます。

今回は、広木さんの『エンジニアリング組織論』以来の"新著"『AIエージェント 人類と協働する機械』の発売直前ということで、AIと知識創造の関係、エンジニアリングの新しい形、“今日じゃない”という希望、等々の見どころを深掘りしました。予約はこちらから！ https://t.co/jJYcvypgzV■ 動画版はこちらhttps://youtu.be/oYL6kanXEtI

โลกที่มี AI คืนอะไรให้คนหนุ่มสาว? เมื่อ AI เข้ามาเปลี่ยนโลกการทำงาน หลายคนกลัวว่างานจะหายไป แต่จริงๆ แล้ว AI กำลังเปิดโอกาสใหม่ให้คนรุ่นใหม่สร้างสรรค์สิ่งที่เคยคิดว่าเป็นไปไม่ได้ . จาก DevDay 2025 ที่ผ่านมาเราได้เห็นอนาคตที่ AI ไม่ได้มาแทนที่มนุษย์ แต่มาขยายความสามารถของเรา ให้ทำสิ่งที่ยิ่งใหญ่กว่าเดิมได้ วันนี้เราจะพาไปดูว่าความหวังใหม่ของวัยหนุ่มสาวในยุค AI คืออะไร พร้อมสำรวจว่างานในอนาคตจะเป็นอย่างไร . . #AI  #OpenAI  #DevDay2025 #missiontothemoon #missiontothemoonpodcast

โลกที่มี AI คืนอะไรให้คนหนุ่มสาว? เมื่อ AI เข้ามาเปลี่ยนโลกการทำงาน หลายคนกลัวว่างานจะหายไป แต่จริงๆ แล้ว AI กำลังเปิดโอกาสใหม่ให้คนรุ่นใหม่สร้างสรรค์สิ่งที่เคยคิดว่าเป็นไปไม่ได้ . จาก DevDay 2025 ที่ผ่านมาเราได้เห็นอนาคตที่ AI ไม่ได้มาแทนที่มนุษย์ แต่มาขยายความสามารถของเรา ให้ทำสิ่งที่ยิ่งใหญ่กว่าเดิมได้ วันนี้เราจะพาไปดูว่าความหวังใหม่ของวัยหนุ่มสาวในยุค AI คืออะไร พร้อมสำรวจว่างานในอนาคตจะเป็นอย่างไร . . #AI  #OpenAI  #DevDay2025 #missiontothemoon #missiontothemoonpodcast

AI Daily Rundown: October 24, 2025:Welcome to AI Unraveled, Your daily briefing on the real world business impact of AIListen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-copilots-personality-upgraded/id1684415169?i=1000733385192In Today's edition:

Farbror Bitter tycker att om ändå världen är som den är så kan man lika gärna låta datorerna ta över. Farbror Tysk håller inte med. Det har spelats spel på landet och i stan. Reiner är kung och siffran är 76. I avsnittet nämns: Arcs Heimlich & Co./Top Secret Spies Clans The Great Turtle Race Quicksand Money Iliad Air Baron Paladins of the West Kingdom Raiders of Scythia Hadrian´s Wall Ezra & Nehemiah Viticulture

技術書典への出展をきっかけに、Claude Codeとの共著・構成支援・PDF生成など「AIと一緒に本を書く」プロセスを初体験。その過程で見えた“設計力”の重要性や、DORAレポートを通じた「AI導入がうまくいくチーム／そうでないチーム」の分かれ道も深掘りします。

生成AIが書いたコードや音楽に著作権はあるのか？オープンソースのライセンスや法律の違い、そしてAIバンド「Velvet Sundown」や“存在しない記者事件”から見えてくる、AIと人間のクリエイティビティの境界を語りました01:00 生成AIによる動画・画像・音楽は著作権問題が議論されるが「コード」ってどうなの？02:34 アルゴリズムには著作権がないが、書かれたコード自体には著作権がある（ただしAIが書いたものは著作権者が存在しない）03:02 オープンソースのGNUライセンスは、使用したコードの成果物も公開するという決まり05:52 日本とアメリカでも法律が違う。日本では著作人格権が放棄できない06:46 受託開発で納品したコードの権利は納品先のもの。別プロジェクトで同じコードをコピペするとアウト08:10 自社プロダクトのプラグインをパートナー企業が書いた場合：著作権帰属の契約を作った体験談09:50 制作する画像などで（他の）著作物の権利侵害を防ぐためにどこまで”お墨付き”を得られるか弁護士に聞いてみた11:34 オープンソースが不可欠なソフトウエア開発ではSBOM（ソフトウェア部品表）を活用13:30 組み込み系や（大企業の）マネージドではない状態のものは自分たちで部品管理が必要18:08 Margaux Blanchardという存在しない記者が有名メディアに（AI使って巧妙に）虚偽記事を掲載した事件25:09 100万フォロワーを獲得したバンド「Velvet Sundown」は楽曲もメンバーも全てAI製27:14 既存曲からのサンプリング AIによる生成、どう違う？30:18 人間の身体性が絡んだクリエイションと、AIから得るインスピレーションで生まれるものテック業界で働く3人が、テクノロジーとクリエイティブに関するトピックを、視点を行き交わしながら語り合います。及川卓也 @takoratta プロダクトマネジメントとプロダクト開発組織づくりの専門家 自己紹介エピソード ep1, ep2関信浩 @NobuhiroSeki アメリカ・ニューヨークでスタートアップ投資を行う、何でも屋 自己紹介エピソード ep52上野美香 @mikamika59 マーケティング・プロダクトマネジメントを手掛けるフリーランス 自己紹介エピソード ep53Official X: @x_crossing_ https://x-crossing.com

© Richard Buskin, 2025

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫我们来认真聊一下AI有没有泡沫，来自门捷列夫学徒。最近估计大家被Open AI和英伟达、超微半导体、博通的花活整懵逼了。我看简中媒体基本上以看衰为主，大家一看到这种上杠杆的事情就会自动联想到泡沫渲染情绪。其实我认为媒体如果全面看多才是坏事，因为媒体只能影响没有专业投资能力的普罗大众，所以它们能卷尽社会最后一枚铜板，如果没分歧了说明最后的多头已全部入场只剩下卖方。大家别看黄仁勋、奥特曼等人接受采访的时候动不动就提到2030年，然后一看股价涨了这么多，就自动以为资本市场已经给AI定价到2030年了！这里要引入第一个预期差：无论是华尔街还是A股，给AI的定价都非常保守，最多目前的估值包含了2026年，连2027年都没给。英伟达的估值2026年以每股盈余为8来计算也就23倍，中际旭创和胜宏市盈率都不足20倍。也就是资本市场根本就不信老黄和奥特曼画的饼！要不然英伟达早就十万亿美金。第二个预期差是别看现在Open AI热闹，但目前英伟达的收入是几乎不包含债权资金的，几乎全部是都是云服务提供商的自身现金流。我自己拉过一个数据，2024年的时候脸书、微软、谷歌、亚马逊四大巨头差不多资本支出和自由现金流的比例是1:1，我们假设云服务经营现金流和AI收入这几年都零增长，那么按照老黄预测的到2030年都是50%的资本支出的增长，那差不多在26年也就是明年的时候云服务供应商们自由现金流将恰好刚刚支撑资本开支需要轻微上杠杆，2027年将会成规模上杠杆，所以这是华尔街对于AI定价较为谨慎的原因之一。但你硬要说今年现在就有很大的泡沫那就是瞎说了。另外一个和2000年互联网泡沫有很大不同的是，2000年们所有的云服务提供商们都是现在的Open AI，没有自由现金流，所以大家都是在上杠杆以梦想换现金。而这一次AI需要大量外部融资的也就是OpenAI和马斯克的X AI,其他的已经是花自己钱了。那这就引入一个灵魂问题：为什么资本市场只愿意定价到26年呢，或者说要满足哪些条件AI才能远期定价呢？我认为有四大因素笼罩在AI上空，每破掉一个英伟达差不多都能有20-30%的涨幅，这也再一次说明，现在AI的定价是非常保守的。第一，是否有更强的模型出现？类似 G P T 4那种跨越：大家对通用人工智能大模型的信心。第二，AI自身挣钱能力，比如Open AI 27年年化收入指引是否能破千亿美金：AI收入开支自循环。第三，除了目前云服务商外，是否有更多巨头或主权AI加入或租用云服务商的AI数据中心？第四，AI电力的物理限制如何解决？这是刚性问题。我个人其实对于2026年1、2、3点的发生是很有信心的，当然也有很多人也没信心，其实这是投资利润或亏损的根源，就是大家对于事物未来的预期判断而不是已经发生的事情。这里重点讲一下电力，电力是物理限制，所以是我最近花功夫研究最多的方面。之前有长文也写过了天然气和核能是解决AI电力的根本，那么假设要匹配老黄说的每年50%增长的资本支出，那么电力从时间顺序来说由紧到慢也需要四管齐下：首先是移动燃料或天然气电厂和自建微电网，所以美国清洁能源公司最近订单爆棚。缺点肯定是有些法规和安全风险，不能搞得太夸张，但是用来应急和解决短期需求是可以的。其次，改造比特币挖矿厂；这个也快，毕竟是现成的。再者，美国大规模新建天然气发电厂和电网改造；这是川普政府正在做的事情，但是时间上最快也要2028年才能并网。最后，第四代小型模块化核反应堆技术，这要2030年后才有可能实现，其核心目标是为 AI 算力中心等超大规模用电场景提供安全、经济、零碳的终极电力解决方案。所以电力这个问题不是有的人说的完全无法解决，但确实这四管需要执行力很强也勉强是紧平衡，尤其是2027年很可能出现一个短暂空档期而影响英伟达的增速。所以，这四点都不是完全没有办法解决的。假设AI叙事继续，回到大A的交易，这就微观一点，“光进柜内”、“印制电路板价值提升”、“国产算力崛起”、“机器人突破临界点”这是四个我不变的方向。另外就是我自己一直避免和任何个股甚至是板块绑定：如果未来有一天AI成老登了，核聚变成为赛道了，那么我一定会努力成为全网最专业的核聚变大博主，一秒钟都不会犹豫。

אנקלדוס, אחד הירחים של שבתאי, הפך למועמד רציני למקום בו ייתכנו חיים מחוץ לכדור הארץ / שיטה חדשנית לאיתור חללים תת-קרקעיים באמצעות קרינה קוסמית, מאפשרת לראות מתחת לפני הקרקע בלי לחפור באדמה כלל / המהפכה שחוללה במדע, חוקרת הטבע והשימפנזים ג'יין גודול / איך AI נלחמת ב AI כדי למנוע טרור ביולוגימגיש: אורי גוטליב, עורכת: אלכס לויקר, מפיקה: תמר בנימין, טכנאי: שרון לרנרSee omnystudio.com/listener for privacy information.

在美中爭霸、AI大者恆大的局勢下，600萬人口的新加坡，在全球8份國際AI評比中，躍升全球第3。論AI技術，新加坡並非科技大國；論GDP排名，新加坡還遜於台灣，但這樣一個小國，卻在AI的世界裡創造出巨大的存在感，如何做到？來看寰宇新聞特派記者門宥辰來自新加坡的第一手報導。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

【PR】Manus以下のリンクから登録して1,000クレジットをゲット！クレジットURL：⁠https://manus.im/redeem?c=yurucom⁠クレジットcode：yurucom※2025年11月30日まで！（先着順1,000名のみ）AI映画の元ネタを当てるクイズ。あなたは、生成AI「manus」が再現した名作を見抜けますか？【堀元・水野の画像】⁠https://kenhori2.notion.site/Manus-28d872fe729b8062bc13e51e040812a8?source=copy_link⁠※ぜひ画像を使って動画生成して遊んでみてください！【目次】0:00 動画生成AIクイズ0:24 第1問6:46 第2問8:20 第3問14:51 第4問21:44 画像から動画生成もできる25:24 ふたりの画像はどうなる？28:52 AIに感受性で負ける30:19 Manusのここがおもしろい34:46 Manusをぜひお試しください【参考文献】◯利己的な遺伝子⁠https://amzn.to/47p7PYT⁠◯会話の0.2秒を言語学する(バリューブックス) ⇨ ⁠https://www.valuebooks.jp/bp/VS0063352236⁠(Amazon) ⇨ ⁠https://amzn.to/46Qgp2N⁠◯こころ⁠https://www.aozora.gr.jp/cards/000148/files/773_14560.html⁠◯舞姫⁠https://www.aozora.gr.jp/cards/000129/files/2078_15963.html⁠◯ゾミア⁠https://amzn.to/3W55EmY⁠◯雨ニモマケズ⁠https://www.aozora.gr.jp/cards/000081/files/45630_23908.html⁠【サポーターコミュニティへの加入はこちらから！】⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://yurugengo.com/support⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠【親チャンネル：ゆる言語学ラジオ】⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@yurugengo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠【実店舗プロジェクト：ゆる学徒カフェ】⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@yurugakuto⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠【おたよりフォーム】⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/BLEZpLcdEPmoZTH4A⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠※皆様からの楽しいおたよりをお待ちしています！【お仕事依頼はこちら！】info@pedantic.jp【堀元見プロフィール】慶應義塾大学理工学部卒。専門は情報工学。WEBにコンテンツを作り散らかすことで生計を立てている。現在の主な収入源は「アカデミックに人の悪口を書くnote有料マガジン」。Twitter→⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/kenhori2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠noteマガジン→⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://note.com/kenhori2/m/m125fc4524aca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠個人YouTube→⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@kenHorimoto⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠【水野太貴プロフィール】1995年生まれ。愛知県出身。名古屋大学文学部卒。専攻は言語学。本業は雑誌編集者。著書に『きょう、ゴリラをうえたよ 愉快で深いこどものいいまちがい集 』（KADOKAWA）があるTwitter→⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/yuru_mizuno⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

现在大家都在讲AI，因为AI实在是太厉害了。各位大佬的言论罗列一下，有这些：“AI将是人类未来文明的最大风险之一”——埃隆·马斯克“AI是谷歌正在开发的最深奥的技术”——谷歌和Alphabet首席执行官桑达尔•皮查伊（Sundar Pichai）“AI将复制人类意识”——前Meta顾问CTO约翰·卡马克 (John Carmack)那么，我们出生在这个世界上，是为了什么呢？难道是为了赚钱，生活，工作，消费，然后被AI代替么？我觉得不是的！国外有个叫Reddit的网站，其联合创始人Alexis Ohanian这么说，大部分互联网已经不是人类生成内容了，都是机器人来生成内容，活跃的机器人早已经超过真正的人类。比如最近的Sora 2, 已经能生成高清的视频，可以20秒。我也相信，人会离不开AI。我看过一篇报道，说好多人跟GPT-4谈起了恋爱，一升级到GPT 5, 就像失恋了一样。AI可以代替写稿子，AI可以代替写程序，AI可以代替做音乐，AI甚至可以代替伴侣……为什么我就没看到这样说的，AI可以代替领导？那么领导会干啥？AI代替不了大腹便便么？就算我们水平太差，活该被AI替代，但是，我们为什么不能让AI当我们的领导呢？整天拿AI来吓唬咱们的领导有啥水平呢？

Artificial intelligence (AI) is slowly becoming a major part of our society. Everday more and more people begin to rely on AI for a variety of tasks in their daily routines. While most people use AI for innocuous reasons such as answering basic questions like a search engine would, today we're here to discuss one of the more harmful uses of AI: AI therapy chatbots aimed at our youths. In this episode of Shrinking it Down: Mental Health Made Simple, Gene and Khadijah are joined by forensic psychiatrist Dr. Andy Clark to discuss the growing role of AI chatbots in mental health support. From lacking empathy and clinical judgement to dangerously endorsing harmful behaviors, we explore the promises and pitfalls of AI Therapy for our young people. Tune in to learn more!Media List:Andrew Clark, M.D.The Risks of Kids Getting AI Therapy from a Chatbot (TIME)Adventures in AI Therapy: A Child Psychiatrist Goes Undercover (MGH Clay Center)The Ability of AI Therapy Bots to Set Limits With Distressed Adolescents: Simulation-Based Comparison Study (PubMed)Harry Harlow Monkey Experiments (Simply Psychology)Illinois Bans AI Therapy (National Law Review)The Rithm Project Hosted on Acast. See acast.com/privacy for more information.

Forget the doomsday headlines about Windows 10's end of life. Paul, Richard, and Leo break down why most users can relax, what Microsoft really has planned, and why the supposed landfill crisis around old PCs is mostly exaggeration. Also, Microsoft said OneDrive's new app was coming next year, but your file system says otherwise. Windows 11 October Patch Tuesday arrives, 1st for 25H2 Copilot+ PCs: Click to Do improvements, AI agent in Settings, File Explorer improvements 24H2/25H2: Desktop improvements, File Explorer improvements, Keyboard shortcuts for en and em dashes, Administrator Protection (off by default), Passkey improvements, Game Bar improvements Windows 10 (didn't) reach EOL and the world didn't end Zorin OS and ChromeOS Flex seize the moment Windows Insider: Copilot on Windows gets Connectors, Document creation and export. Copilot on Windows gets Settings support. Dev and Beta get AI agent in Settings improvements (Copilot+ PC), Setting search improvements (ditto), Drag Tray, Click to Do improvements, Dark mode improvements Dashlane partners with Yubico to make security keys primary vault access Lenovo ThinkCentre neo 50q QC is a Snapdragon X-based SFF PC HP OmniBook 5 16-inch shows why even the cheapest Snapdragon X chip is a winner Hope springs eternal: Intel Panther Lake is the efficiency of Lunar Lake plus the performance of Arrow Lake. Hopefully, it's not the reliability of either IDC: PC sales jumped 9.4 percent in Q3, just not where you live AI AI is the end of apps Microsoft reveals its first image generation model Opera Neon adds Nano Banana (image gen) and Sora (video gen) capabilities Xbox and gaming Target and Walmart will keep selling Xbox consoles unlike those losers at Costco A veteran of Halo Studios leaves, warns everyone Sorry, but there will be a sequel to the Minecraft movie Game Pass member? Call of Duty: Black Ops 6 is free to play for one more day Sony and AMD trickle out some PS6 news in a bizarre way - oh, and we're just getting started Tips and picks Tip of the week: Yes, Virginia, you can still sign in to Windows 11 25H2 with a local account App pick of the week: The new OneDrive app RunAs Radio this week: The End of NTML with Steve Syfuhs Brown liquor pick of the week: Holladay Soft Red Wheat Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/windows bitwarden.com/twit

Forget the doomsday headlines about Windows 10's end of life. Paul, Richard, and Leo break down why most users can relax, what Microsoft really has planned, and why the supposed landfill crisis around old PCs is mostly exaggeration. Also, Microsoft said OneDrive's new app was coming next year, but your file system says otherwise. Windows 11 October Patch Tuesday arrives, 1st for 25H2 Copilot+ PCs: Click to Do improvements, AI agent in Settings, File Explorer improvements 24H2/25H2: Desktop improvements, File Explorer improvements, Keyboard shortcuts for en and em dashes, Administrator Protection (off by default), Passkey improvements, Game Bar improvements Windows 10 (didn't) reach EOL and the world didn't end Zorin OS and ChromeOS Flex seize the moment Windows Insider: Copilot on Windows gets Connectors, Document creation and export. Copilot on Windows gets Settings support. Dev and Beta get AI agent in Settings improvements (Copilot+ PC), Setting search improvements (ditto), Drag Tray, Click to Do improvements, Dark mode improvements Dashlane partners with Yubico to make security keys primary vault access Lenovo ThinkCentre neo 50q QC is a Snapdragon X-based SFF PC HP OmniBook 5 16-inch shows why even the cheapest Snapdragon X chip is a winner Hope springs eternal: Intel Panther Lake is the efficiency of Lunar Lake plus the performance of Arrow Lake. Hopefully, it's not the reliability of either IDC: PC sales jumped 9.4 percent in Q3, just not where you live AI AI is the end of apps Microsoft reveals its first image generation model Opera Neon adds Nano Banana (image gen) and Sora (video gen) capabilities Xbox and gaming Target and Walmart will keep selling Xbox consoles unlike those losers at Costco A veteran of Halo Studios leaves, warns everyone Sorry, but there will be a sequel to the Minecraft movie Game Pass member? Call of Duty: Black Ops 6 is free to play for one more day Sony and AMD trickle out some PS6 news in a bizarre way - oh, and we're just getting started Tips and picks Tip of the week: Yes, Virginia, you can still sign in to Windows 11 25H2 with a local account App pick of the week: The new OneDrive app RunAs Radio this week: The End of NTML with Steve Syfuhs Brown liquor pick of the week: Holladay Soft Red Wheat Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/windows bitwarden.com/twit

Forget the doomsday headlines about Windows 10's end of life. Paul, Richard, and Leo break down why most users can relax, what Microsoft really has planned, and why the supposed landfill crisis around old PCs is mostly exaggeration. Also, Microsoft said OneDrive's new app was coming next year, but your file system says otherwise. Windows 11 October Patch Tuesday arrives, 1st for 25H2 Copilot+ PCs: Click to Do improvements, AI agent in Settings, File Explorer improvements 24H2/25H2: Desktop improvements, File Explorer improvements, Keyboard shortcuts for en and em dashes, Administrator Protection (off by default), Passkey improvements, Game Bar improvements Windows 10 (didn't) reach EOL and the world didn't end Zorin OS and ChromeOS Flex seize the moment Windows Insider: Copilot on Windows gets Connectors, Document creation and export. Copilot on Windows gets Settings support. Dev and Beta get AI agent in Settings improvements (Copilot+ PC), Setting search improvements (ditto), Drag Tray, Click to Do improvements, Dark mode improvements Dashlane partners with Yubico to make security keys primary vault access Lenovo ThinkCentre neo 50q QC is a Snapdragon X-based SFF PC HP OmniBook 5 16-inch shows why even the cheapest Snapdragon X chip is a winner Hope springs eternal: Intel Panther Lake is the efficiency of Lunar Lake plus the performance of Arrow Lake. Hopefully, it's not the reliability of either IDC: PC sales jumped 9.4 percent in Q3, just not where you live AI AI is the end of apps Microsoft reveals its first image generation model Opera Neon adds Nano Banana (image gen) and Sora (video gen) capabilities Xbox and gaming Target and Walmart will keep selling Xbox consoles unlike those losers at Costco A veteran of Halo Studios leaves, warns everyone Sorry, but there will be a sequel to the Minecraft movie Game Pass member? Call of Duty: Black Ops 6 is free to play for one more day Sony and AMD trickle out some PS6 news in a bizarre way - oh, and we're just getting started Tips and picks Tip of the week: Yes, Virginia, you can still sign in to Windows 11 25H2 with a local account App pick of the week: The new OneDrive app RunAs Radio this week: The End of NTML with Steve Syfuhs Brown liquor pick of the week: Holladay Soft Red Wheat Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/windows bitwarden.com/twit

Forget the doomsday headlines about Windows 10's end of life. Paul, Richard, and Leo break down why most users can relax, what Microsoft really has planned, and why the supposed landfill crisis around old PCs is mostly exaggeration. Also, Microsoft said OneDrive's new app was coming next year, but your file system says otherwise. Windows 11 October Patch Tuesday arrives, 1st for 25H2 Copilot+ PCs: Click to Do improvements, AI agent in Settings, File Explorer improvements 24H2/25H2: Desktop improvements, File Explorer improvements, Keyboard shortcuts for en and em dashes, Administrator Protection (off by default), Passkey improvements, Game Bar improvements Windows 10 (didn't) reach EOL and the world didn't end Zorin OS and ChromeOS Flex seize the moment Windows Insider: Copilot on Windows gets Connectors, Document creation and export. Copilot on Windows gets Settings support. Dev and Beta get AI agent in Settings improvements (Copilot+ PC), Setting search improvements (ditto), Drag Tray, Click to Do improvements, Dark mode improvements Dashlane partners with Yubico to make security keys primary vault access Lenovo ThinkCentre neo 50q QC is a Snapdragon X-based SFF PC HP OmniBook 5 16-inch shows why even the cheapest Snapdragon X chip is a winner Hope springs eternal: Intel Panther Lake is the efficiency of Lunar Lake plus the performance of Arrow Lake. Hopefully, it's not the reliability of either IDC: PC sales jumped 9.4 percent in Q3, just not where you live AI AI is the end of apps Microsoft reveals its first image generation model Opera Neon adds Nano Banana (image gen) and Sora (video gen) capabilities Xbox and gaming Target and Walmart will keep selling Xbox consoles unlike those losers at Costco A veteran of Halo Studios leaves, warns everyone Sorry, but there will be a sequel to the Minecraft movie Game Pass member? Call of Duty: Black Ops 6 is free to play for one more day Sony and AMD trickle out some PS6 news in a bizarre way - oh, and we're just getting started Tips and picks Tip of the week: Yes, Virginia, you can still sign in to Windows 11 25H2 with a local account App pick of the week: The new OneDrive app RunAs Radio this week: The End of NTML with Steve Syfuhs Brown liquor pick of the week: Holladay Soft Red Wheat Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/windows bitwarden.com/twit

open AI 三周公布六个合作；警惕AI i制造的幻觉；什么是AI 安全领域的建制派？什么是AI 安全领域的末日派？

Forget the doomsday headlines about Windows 10's end of life. Paul, Richard, and Leo break down why most users can relax, what Microsoft really has planned, and why the supposed landfill crisis around old PCs is mostly exaggeration. Also, Microsoft said OneDrive's new app was coming next year, but your file system says otherwise. Windows 11 October Patch Tuesday arrives, 1st for 25H2 Copilot+ PCs: Click to Do improvements, AI agent in Settings, File Explorer improvements 24H2/25H2: Desktop improvements, File Explorer improvements, Keyboard shortcuts for en and em dashes, Administrator Protection (off by default), Passkey improvements, Game Bar improvements Windows 10 (didn't) reach EOL and the world didn't end Zorin OS and ChromeOS Flex seize the moment Windows Insider: Copilot on Windows gets Connectors, Document creation and export. Copilot on Windows gets Settings support. Dev and Beta get AI agent in Settings improvements (Copilot+ PC), Setting search improvements (ditto), Drag Tray, Click to Do improvements, Dark mode improvements Dashlane partners with Yubico to make security keys primary vault access Lenovo ThinkCentre neo 50q QC is a Snapdragon X-based SFF PC HP OmniBook 5 16-inch shows why even the cheapest Snapdragon X chip is a winner Hope springs eternal: Intel Panther Lake is the efficiency of Lunar Lake plus the performance of Arrow Lake. Hopefully, it's not the reliability of either IDC: PC sales jumped 9.4 percent in Q3, just not where you live AI AI is the end of apps Microsoft reveals its first image generation model Opera Neon adds Nano Banana (image gen) and Sora (video gen) capabilities Xbox and gaming Target and Walmart will keep selling Xbox consoles unlike those losers at Costco A veteran of Halo Studios leaves, warns everyone Sorry, but there will be a sequel to the Minecraft movie Game Pass member? Call of Duty: Black Ops 6 is free to play for one more day Sony and AMD trickle out some PS6 news in a bizarre way - oh, and we're just getting started Tips and picks Tip of the week: Yes, Virginia, you can still sign in to Windows 11 25H2 with a local account App pick of the week: The new OneDrive app RunAs Radio this week: The End of NTML with Steve Syfuhs Brown liquor pick of the week: Holladay Soft Red Wheat Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/windows bitwarden.com/twit

I spent two days on the ground at Legal Tech Talk London, speaking to the people shaping the future of law, from AI innovators to legal ops leaders.And what I heard? Surprising. Honest. Game-changing.In this episode, I'm talking with:Richard Macklin, ex-Global Vice Chair for Dentons and now, world-class coach for leaders at the Alexander Partnership and on the training committee for the City of London Law Society.Lorraine Lee, fractional Chief Privacy Officer, General Counsel and Executive Coach.Mahwash Ali, Procurement expert for law firms.She helps law firms stop overpaying suppliers and start saving on supplier spend.Thomas Bueler-Faudree, founder of August, the first AI legal assistant that can research, draft and revise autonomously.Robert Hanna, host of The Legally Speaking Podcast.Dharshi Harindra, Fractional General Counsel, Executive Coach to Legal Leaders, and host of Unbiased Podcast.Jono Randell-Nash, ex-lawyer turned independent financial advisor specializing in the legal profession.Charlene Gisele, former BigLaw litigator turned high-performance coach for lawyers, law firms and executives.Caleb Harris, Founder, CEO at &AI • AI for Patent LitigationMerlin Beyts, Content Director at Legal Tech Talk London.---Aircounsel has been kind enough to sponsor this episode.And I'm excited to spread the word. It's the most sophisticated contract drafting software I've used.To get your free 7-day trial, go to the description of this episode.Give it a go and let me know how it changes your workflow.TRY Aircounsel here:https://lawyers.aircounsel.com/morethanalawyerDisclaimer: This is an affiliate link that will track podcast sign-ups. Hosted on Acast. See acast.com/privacy for more information.

Forget the doomsday headlines about Windows 10's end of life. Paul, Richard, and Leo break down why most users can relax, what Microsoft really has planned, and why the supposed landfill crisis around old PCs is mostly exaggeration. Also, Microsoft said OneDrive's new app was coming next year, but your file system says otherwise. Windows 11 October Patch Tuesday arrives, 1st for 25H2 Copilot+ PCs: Click to Do improvements, AI agent in Settings, File Explorer improvements 24H2/25H2: Desktop improvements, File Explorer improvements, Keyboard shortcuts for en and em dashes, Administrator Protection (off by default), Passkey improvements, Game Bar improvements Windows 10 (didn't) reach EOL and the world didn't end Zorin OS and ChromeOS Flex seize the moment Windows Insider: Copilot on Windows gets Connectors, Document creation and export. Copilot on Windows gets Settings support. Dev and Beta get AI agent in Settings improvements (Copilot+ PC), Setting search improvements (ditto), Drag Tray, Click to Do improvements, Dark mode improvements Dashlane partners with Yubico to make security keys primary vault access Lenovo ThinkCentre neo 50q QC is a Snapdragon X-based SFF PC HP OmniBook 5 16-inch shows why even the cheapest Snapdragon X chip is a winner Hope springs eternal: Intel Panther Lake is the efficiency of Lunar Lake plus the performance of Arrow Lake. Hopefully, it's not the reliability of either IDC: PC sales jumped 9.4 percent in Q3, just not where you live AI AI is the end of apps Microsoft reveals its first image generation model Opera Neon adds Nano Banana (image gen) and Sora (video gen) capabilities Xbox and gaming Target and Walmart will keep selling Xbox consoles unlike those losers at Costco A veteran of Halo Studios leaves, warns everyone Sorry, but there will be a sequel to the Minecraft movie Game Pass member? Call of Duty: Black Ops 6 is free to play for one more day Sony and AMD trickle out some PS6 news in a bizarre way - oh, and we're just getting started Tips and picks Tip of the week: Yes, Virginia, you can still sign in to Windows 11 25H2 with a local account App pick of the week: The new OneDrive app RunAs Radio this week: The End of NTML with Steve Syfuhs Brown liquor pick of the week: Holladay Soft Red Wheat Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/windows bitwarden.com/twit

下載Yahoo App開啟每一天，讓平凡的日子都變成好日子Yahoo提供即時的重要新聞推播、每日天氣快報還有各種交通資訊，方便你的每一天，現在加入會員還能集點兌換各種好康喔！打開Yahoo app，每天都有新的發現！馬上下載

AI shopping is here. Learn how PR and media mentions decide which brands ChatGPT recommends—and why earned media is the new SEO.In this episode of the Gloria Chou PR Podcast, Gloria breaks down one of the biggest shifts happening in real time — AI-powered shopping inside ChatGPT — and what it means for small business founders.For years, we've heard that “AI is coming.” But now, it's here. Consumers can shop directly in ChatGPT, and other platforms like Gemini and Perplexity are quickly following suit. This is the dawn of a new era — and Gloria shares why PR is no longer optional if you want to be found, trusted, and recommended by AI.If you're a product-based founder or small business owner, this episode will show you why earned media (not ads or followers) is the key to showing up in AI search results — and why the next few months represent a golden window of opportunity to claim your spot.Why You Can't Wait to Do PRThe AI revolution is moving fast — faster than anyone expected. ChatGPT already integrates in-app shopping with 800+ million users globally. That means: 

【本集由 個案共學會 贊助播出】 你的企業真的在「轉型」，還是只是跟風把AI當口號？ 第五屆《哈佛商業評論》數位轉型鼎革獎揭曉，帶你直擊今年得獎亮點——從醫療、銀行、製造到半導體，得獎的從不是做得最多的，而是做得「最對的」。 這集，我們來聊：AI如何滲透各個產業、職能與日常決策；台灣企業如何用AI解放工時、即時推播行銷、翻轉醫療制度；還有一個比CEO更難找的關鍵角色——真正懂科技又懂商業的「數位長」。

本集《職場來一課》由《經理人》資深主編邵蓓宣，邀請元智大學終身教育部主任吳相勳，解析AI時代主管的行動指南。 市售第一堂專為主管設計的 AI 實戰課， 3 大面向帶你掌握 「AI 管理核心戰力」！ 經理人Ｘ數位時代 兩大媒體聯手策劃，匯聚 6+ 產業專家實戰分享，「打造 AI 超級助理」到「升級團隊 AI 工作流」！ 限時優惠低於55折：https://pse.is/87uz3v AI正快速進入職場，但許多主管與員工仍陷在「把生成當洞察」的陷阱裡：把AI輸出視為結論，忽略思考過程。元智大學終身教育部主任吳相勳指出，AI時代的關鍵，除了會用工具，更重要的是誰能保有判斷力與思辨力。他提出主管應培養「AI審美」：能判斷AI產出的品質高低，知道何時該相信、何時該修正，並以身作則，帶領團隊正確整合AI。當主管懂得讓AI成為思考夥伴，而非捷徑，才能真正防止「工作廢品」橫生。 本集重點整理 1. 別讓「生成」取代「洞察」 吳相勳提醒，許多人在學習與工作中，把AI輸出的答案視為結論，導致思考鏈斷裂。他稱這是「把生成當洞察」：表面上學得快，實際上理解變淺。當我們只複製AI回覆而不驗證，就失去了學習與反思的意義。主管與教育者的任務，是讓AI成為啟發思考的助力，而非扼殺思考的捷徑。 2.「工作廢品」的出現：AI使用的最大副作用 當AI被濫用於文案、報告、提案產製時，若缺乏判斷力，就容易產出品質低落、無法落地的成果。吳相勳稱這些內容為「工作廢品」——既無洞察，也浪費時間。主管若未建立標準，只是要求「快一點」、「多用AI」，反而會造成反效果。AI的價值不在速度，而在於是否真正提升思考密度。 3. 主管要有「AI審美」 真正的領導者，要能辨別AI的產出是否優於人類平均水準。這種判斷力，就是吳相勳口中的「AI審美」。他建議主管親自操作工具，了解AI的邏輯限制與語感特性，並用具體案例教團隊如何修正、補強。當主管能展示判斷標準，團隊才學得會「如何用AI思考」。 4. 從問題定義開始，讓AI成為助理而非主角 在訓練企業主管時，吳相勳會分兩階段進行：先釐清任務與策略問題，再導入AI輔助。當問題被定義清楚，AI才能發揮整理與分析的力量。若問題模糊，AI再快也只是製造噪音。AI應該協助主管梳理思路，而非取代決策。懂得設定目標與限制，才是真正的AI應用能力。 5. AI時代主管的3項新能力 面對AI時代，吳相勳歸納出3項關鍵能力： 一是抽象化思考，能看懂複雜問題的底層邏輯； 二是提問與驗證，懂得精煉Prompt、檢核資料真偽； 三是透明化思維歷程，把自己與AI互動過程公開，讓團隊學習思考方式。 Powered by Firstory Hosting

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫看懂今年以来大涨超50%的科创5 0指数。来自超级定投家主理人。国庆后第一天，A股就为大家带来了大惊喜！主要指数走出“开门红”大涨，沪指突破3900点关口，刷新2015年8月以来新高。科创5 0指数盘中更是飙升超6%，虽然最后收盘2.93%，但也接近了2021年的高点。而后，就在国庆第二天的市场情绪快速转变，截至10月10日上午收盘，科创5 0指数已回调超4%，剧烈波动引发市场广泛关注。科创5 0和创业板指数，都是今年以来关注度很高的指数。在7月到9月的时间里，两只指数的涨幅双双超50%。而科创板和创业板，由于都带了个“创”字，经常被合称为“双创指数”。我就用这篇文章就带大家来解析：科创5 0近期表现如此迅猛的背后原因。我们来思考三个问题。第一，今年的科创5 0，到底为什么涨？第二，之前科创5 0大涨行情的后续，都如何了？第三，如果要投科创5 0，需要警惕些什么？先来看看科创5 0暴涨的原因。7月以来，科创5 0的成交额和融资余额占比，都发生了显著提升，成交额甚至比去年“924”那波行情还要高。科创5 0的交易数据这么火，背后的核心引擎是什么？归根结底还是基本面。第一，科创板自有一套“硬科技”门槛，其中“研发强度”是核心的科创指标，这也让科创5 0的研发投入占比，显著高于其他宽基指数。第二，看行业构成，半导体在科创5 0里可以说是一家独大，单它一个行业就占了约66%的市值，足足三分之二。接下来才是医药、光伏和软件开发。可以说，目前在市场众多宽基指数中，一提到“算力”“半导体”“芯片”这些标签，很多投资者都会直接想到科创5 0了。今年以来，科创5 0和半导体指数、芯片指数的走势如出一辙。第三，复盘科创5 0指数近期涨幅较大的几天，基本上都是在AI链发生重大利好事件的时候。第四，从重仓股穿透来看，我们可以找到更多的信息：首先科创5 0指数的集中度很高——前十大权重股之和超过60%，这前十大重仓股7月以来的加权涨幅达到44.67%，几乎与科创5 0整体45.15%的涨幅持平；进一步看，这十家公司大多集中在半导体行业。另一个特点是，其余公司的海外营收占比普遍不高；相比之下，非半导体行业的那几家公司，涨幅就明显落后于指数了。所以，从7月开始的这轮科创5 0大涨，背后的逻辑其实很清晰：全球AI算力需求爆发，带动半导体产业链景气度提升+市场情绪好转，资金自然涌向这个方向。而科创5 0作为宽基指数里“半导体”和“算力”属性较为鲜明的一个，就成了资金重点关注的对象，吸引了大量流入。然而科创5 0不是第一次走强了，那些行情后续都咋样了？从超额收益来看，科创5 0在2020年、2021年都有显著跑赢大盘的阶段性行情。说不同，确实，每次带动上涨的原因都属于不同行业的热点。但说相同，也确实可以找到明显的共同点：任一前沿科技行业的需求爆发，都能迅速点燃市场对科创5 0这个“硬核科技标签”指数的热情。不过，在上涨到见顶后的一段时间里，科创5 0的回撤跌幅，也是比沪深300指数更大的。那这次科创5 0的行情，怎么看？我认为，本次科创5 0行情确实具备比前两次更值得关注的点，主要有两个原因：首先， 科创5 0指数，这回是“出圈”了。举个例子，参考微信指数的情况，可以看到“科创5 0”近期的热度增速，比“A股”还高。这正是科创5 0，在本轮行情中打出来的名气——现在一提科技、半导体，很多人第一反应就是“该看看科创5 0了”。第二，本轮需求端，受益于全球AI算力的需求爆发。这波行情背后，是全球AI算力需求实实在在的爆发。相比之下，2020年那一轮的需求侧由“疫情带来的远程办公需求”支撑，2021年由新能源+5G支撑，现在来看，都是相对短期的、偏向内部的增长逻辑。所以，我认为这一轮的AI行情，或是更加长期以及全球需求支撑的，值得大家多多关注。那么如果要投科创5 0，我们需要警惕什么风险呢？不过在大家心动之前，这几点风险得心里有数。首先从估值面来看，确实不便宜。科创5 0指数的估值，已经是前所未有的贵了。截至9月24日，市盈率已经达到188.40倍，这个数字看起来确实很高。我们知道，市盈率=总市值/净利润。这个数字很高，无非两个原因：要么，是股价涨得太高，分子太大。要么，是公司利润较低，分母太小。但，我们想和大家强调的是，这里有个常见的“认知陷阱”：我们平时在软件上看到的市盈率，用的都是“已披露的财报中的净利润”，这是一个“活在过去”的利润值。而股票投资，更重要的是看“未来预期”。对于科创5 0这样的成长型指数，如果只盯着历史利润算出来的市盈率做投资，可能就会错过那些今天还没赚钱、但明天潜力巨大的公司。这是什么意思呢？可以简单用一个小例子，来说明这一点。就拿全球科技龙头英伟达来说，2023年年中英伟达也曾经到过200以上的市盈率。不过，随着新的半年报披露，其盈利大增，使得英伟达的市盈率一下子降到100左右，并且在三季报披露后继续降至60左右。这其实就是典型的“盈利增长跑赢了股价上涨”的故事。股价虽然在涨，但因为公司赚的钱增长得更快，反而把高估值给消化了。这个例子告诉我们：如果一个科技公司的盈利增长速度足够快，那么即便当前的市盈率数值很高，也不影响其投资价值。当然，不是所有公司都是英伟达。就像巨头如英特尔就曾因为盈利跟不上，导致股价和估值双双下跌。所以，现在关键问题就变成了：科创5 0中的高估值公司，是否有着足够高的业绩增长能力？而这个问题的答案，仍有待时间的验证。当然，我也会保持密切关注市场，后续有任何新的洞察，都会第一时间在这里分享。其次从基本面来看，业绩增长是关键。对于科技成长股来说，当前的高估值能否站稳，最终要靠未来的业绩增长来兑现。现在来看主要存在两大风险：第一个，如果未来技术突破与市场空间扩张情况不及预期，无法实现营收和利润的高增长，那么股价可能出现大幅回调。第二个，作为一个新兴的有较大成长空间的产业，必然会迎来进入者增多、市场竞争加剧等风险，还可能会出现类似新能源产业的产能过剩、价格走低压缩利润等情况。当然，不同公司表现会因其技术壁垒的高低而截然不同。因此，即便在同一个指数里，各家公司的表现也会出现分化。从技术面来看，有一定交易拥挤度。从技术面来看，成交额占整个A股市场的比例，是一个我们常用的、用于衡量交易拥挤度的指标。目前，科创5 0的成交额和成交额占比都来到了历史较高位，这也说明该指数存在一定的交易拥挤度。不过，交易拥挤不等于马上要跌。通常来说，市场的上涨，都伴随一定的动量效应，也就是“涨的更涨”。不过，如果乐观的交投情绪无法维持，则容易带来较大风险。从跟踪科创5 0指数的E T F规模变化来看，虽然7月以来指数持续上涨，但相关E T F却呈现资金净流出。这表明，部分E T F投资者在当前点位存在一定的“恐高”情绪，选择获利了结或暂时观望。总结来说，站在当下看科创5 0，确实是风险和机遇并存。风险在于：估值很高，虽然也可能被未来的高增速所消化，但业绩长期增速这件事，本来就存在极大的不确定性；机会在于：AI相关产业链，确实是目前全球投资市场的热点，它代表着主线的发展方向、以及资金流入认可度较高的方向。

Story of the Week (DR):CEO Succession:Disney CEO to Step Down, Replacement Race Narrows Between Two Major ContendersJosh D'Amaro, Chairman of Disney ExperiencesDana Walden, Co-Chair of Disney EntertainmentJimmy Kimmel Endorses Dana Walden as Next Disney CEO: “She's Done a Great Job”Tim Cook may step down as Apple CEO, John Ternus likely to be his successorVerizon Names Lead Director Daniel Schulman as Chief ExecutiveForget “DEI”—Bari Weiss Is Proof That Merit Doesn't Matter MMIs Paramount's Bari Weiss deal a Trump deal? We can't tell. And that's the problem.Cracker Barrel's logo controversy was driven by bots: What operators should learn from thisResearch from PeakMetrics found that 44.5% of X posts about the Cracker Barrel rebranding controversy were posted by botsAI “Friend” Startup Overwhelmed With HatredCocky AI CEO Does Photoshoot in Front of His Subway Ads That Got Relentlessly VandalizedCEO Who Plastered AI Ads All Over Subway System Afraid to Talk to Real New Yorkers Face-to-FaceLast month, AI startup Friend launched an eyebrow-raising advertising campaign in the New York City subway, which drew a striking amount of hatred.“Befriend something alive,” one pen-wielding tagger wrote.“AI wouldn't care if you lived or died,” another vandal raged.“AI will promote suicide when prompted, it is NOT YOUR ‘FRIEND.'”The company recently launched its controversial AI gadget, which is designed to constantly listen to you via a microphone and send snarky AI texts to your smartphone.Now, Friend's 22-year-old CEO Avi Schiffmann isn't just doing a photoshoot in front of the defaced ads for photos featured in The Atlantic — he's relishing the attention his company has been getting as of late. Schiffmann told the magazine that the backlash was part of Friend's plan. The ads were allegedly meant to provoke a conversation.Avi Schiffmann, a Harvard University dropoutShareholder Proposal No-Action Requests in the 2025 Proxy SeasonFor the 2025 proxy season, companies submitted approximately 35% more no-action requests than in the year before, and, excluding withdrawals, almost 70% of requests were granted — about the same rate as in 2024.The most common bases on which proposals were successfully excluded were:procedural and eligibility defects, orthat the proposal related to the company's ordinary business or would micromanage the companyImportantly, companies also had greater success than in recent years excluding proposals on the basis of:substantial implementation,economic relevance orbeing false and misleading.Goodliest of the Week (MM/DR):DR: Cuomo warns dem socialist rival's tax plan would trigger mass exodus of NYC's wealthyDR: Buildings are turning to ‘ice batteries' for sustainable air conditioning DR MMPepsiCo's Plan to Boost Lay's Sales: ‘Real Potatoes'DR: WestJet now charges passengers to recline seats on new Boeing 737 flightsMM: Shareholders?Shareholder group calls on UnitedHealth to decouple CEO from board chairBattle over Elon Musk's trillionaire pay package builds as pension funds face off against TeslaESG Investment Practices See Backlash, But No Abandonment In Sight: SurveyBloodthirsty activist investors are set to take down a record number of CEOs this year, Barclays says. The record is only a year oldWells Fargo Faces Activist Call for Independent Board ChairAssholiest of the Week (MM):Self Inflicted Wounds DRTrumps wind energy assault stings red statesAs Trump champions fossil fuels, the world is betting on renewable energyThe climate economy is delivering': CEO climate leaders publish open letter ahead of COP30Mark carneys shift from climate change warrior to fossil fuel cheerleaderTrump Labor Department Says His Immigration Raids Are Causing a Food CrisisAmerica's Soybean Farmers Are Panicking Over the Loss of Chinese BuyersJudge restricts ESG use in American Airlines 401(k) planThe judge has also ruled that employers should be allowed to discriminate on the basis of gender, gays shouldn't marry, blocked COVID vaccine mandates, and is Elon Musk's judge of choice (he judge shopped for a judge not in his district that owned Tesla stock)Now employers can't use as much data! You win!Idiot RobotsCracker Barrel's logo controversy was driven by bots: What operators should learn from thisMIT researchers studied 16 million election-related AI responses. They found chatbots are ‘sensitive to steering,' raising questions about LLMs' neutralityJapanese Farmers Send Out Automated Laser Drones to Defend ChickensTesla investigated over self-driving cars driving on wrong side of roadTesla faces U.S. auto safety probe after reports FSD ran red lights, caused collisionsEx-Google CEO Eric Schmidt warns AI models can be hacked: 'They learn how to kill someone'Investors don't even voteExecutives: 93% of executives say at least one director should be replaced, 78% say 2 or moreDirectors: 55% think AT LEAST ONE should be replaced, and 7% of directors - nearly 1 in 10 - think MORE THAN TWO directorsInvestors: 35% said they voted - IN EITHER DIRECTION - at allTo put that in perspective, investor voter turnout is roughly equivalent to voter turnout in Syria (37%)Headliniest of the WeekDR: Elon Musk's Wealth Now Dwarfs The GDP Of 83% Of CountriesDR: Markets look unstoppable, but JPMorgan CEO Jamie Dimon sees a 30% chance of a correction: ‘I'm far more worried than others'MM: Outer Space edition:Astronomer Estimates 30-40 Percent Chance Mysterious Interstellar Object Is Alien Craft Disguised as a CometElon Musk's Satellites Now Constantly Falling Out of the SkyWho Won the Week?DR: non-AI AI-hating sharpies: Sharpie Found a Way to Make Pens More Cheaply—By Manufacturing Them in the U.S.MM: Patagonia CEO who said of climate crisis denialists: ‘If you step out of a window from the third floor talking about how gravity doesn't exist, you're still going to hit the ground'PredictionsDR: Dana Walden, despite her experience, will immediately be called a DEI hire.MM: THIS IS THE YEAR SHAREHOLDERS VOTE OUT DIRECTORS!

現在的孩子可說是AI世代，一接觸電腦就有AI的存在。 在使用之前，父母和老師能為孩子做什麼準備？ - 親子天下也好奇這件事的答案，他們以國中小同學為對象，調查了超過一萬名同學的AI使用習慣，並將觀察集結成專刊，其中最需要解決的問題就是：「當答案一鍵生成，我們為何而教？」 - 本集邀請親子天下主筆吳和懋和我們對談，我們將聊到專刊想傳達的訊息、AI世代的性別差異、還有AI的出現，教育該如何變化？ . 來賓｜吳和懋（親子天下主筆） 主持｜林子榆（誠品職人） . ▍延伸閱讀 親子天下2026年度趨勢報告 https://esliteme.pse.is/87wfvr . ⭓ 誠品聯名卡︱天天賺回饋 活動詳情

한국의 힙합 아티스트 Haon, Rovv, aiai가 10월 시드니, 멜번에서 감성 힙합 공연 ‘Catch A Vibe'를 개최합니다. 추석 연휴에 열리는 서울거리예술축제에는 호주 아티스트 Playable Streets가 식물을 악기로 사용하는 작품 ‘The Musical Plants'을 청계천에서 선보입니다.

總統賴清德日前接受美國廣播節目的專訪，一句「讓美國再度偉大」引起許多議論。賴清德在專訪中表示，台灣是全球半導體生態系的一份子，而美國是半導體的龍頭。在AI時代來臨下，台灣會協助美國，成為全球AI的中心，台積電也將在當中，扮演關鍵的角色。而專訪賴清德的主持人賽斯頓，是美國知名的保守派評論員，與川普的關係也相當密切，不免引人聯想。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

美國科技股8號表現低迷，據傳是因為資訊科技龍頭，甲骨文公司，近期的內部報告利潤，居然比預期的低了5倍之多，成為科技股的致命「拉拉隊」。加上近期美股許多的利空消息，讓投資人擔憂，AI產業是不是要泡沫化了。到底甲骨文出了什麼問題，而它又為什麼讓其他科技大廠，相當緊張呢？來看以下報導。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

AI Assisted Coding: Agile Meets AI—How to Code Fast Without Breaking Things, With Llewellyn Falco In this BONUS episode we explore the practice of coding with AI—not just the buzzwords, but the real-world experience. Our guest, Llewellyn Falco, has been learning by doing, exploring the space of AI-assisted coding from the experimental and intuitive—what some call vibecoding—to the more structured world of professional, world-class software engineering. This is a conversation for practitioners who want to understand what's actually happening on the ground when we code with AI. Understanding Vibecoding "You can now program without looking at code. When you're in that space, vibecoding is the word we're using to say, we are programming in a way that does not relate to programming last year." The software development landscape shifted dramatically in early 2025. Vibecoding represents a fundamental change in how we create software—programming without constantly looking at the code itself. This approach removes many traditional limitations around technology, language, and device constraints, allowing developers to move seamlessly between different contexts. However, this power comes with responsibility, as developers can now move so fast that traditional safety practices become even more critical. From Concept to Working App in 15 Minutes "We wrote just a markdown page of ‘here's what we want this to look like'. And then we fed that to Claude Code. And 15 minutes later we had a working app on the phone." At the Agile 2025 conference in Denver, Llewellyn participated in a hackathon focused on helping psychologists prevent child abuse. Working with customer Amanda, a psychologist, and data scientist Rachel, the team identified a critical problem: clinicians weren't using the most effective parenting intervention technique because recording 60 micro-interactions in 5 minutes was too difficult and time-consuming. The team's approach embodied lean startup principles turned up to eleven. After understanding the customer's needs through exposition and conversation, they created a simple markdown specification and used Claude Code to generate a working mobile app in just 15 minutes. When Amanda tested it, she was moved to tears—after 20 years of trying to make progress on this problem, she finally had hope. Over three days, the team released 61 iterations, constantly getting feedback and refining the solution. Iterative Development Still Matters When Coding With AI "We need to see things working to know what to deliver next. That's never going to change. Unless you're building something that's already there." The team's success wasn't about writing a complete requirements document upfront. Instead, they delivered a minimal viable product quickly, tested it with real users, and iterated based on feedback. This agile approach proved essential even—or especially—when working with AI. One breakthrough came when Amanda used the number keypad instead of looking at her phone screen. With her full attention on the training video she'd watched hundreds of times, she noticed an interaction she had missed before. At that moment, the team knew they had created real value, regardless of what additional features they might build. Good Engineering Practices Without Looking at Code "We asked it to do good engineering practices, even though we didn't really understand what it was doing. We just sort of say, okay, yeah, that seems sensible." A critical moment came when the code had grown large and complex. Rather than diving into the code themselves, Llewellyn and his partner Lotta asked the AI to refactor the code to make a panel easy to switch before actually making the change. They verified functionality worked through manual testing but never looked at how the refactoring was implemented. This demonstrates that developers can maintain good practices like refactoring and clean architecture even when working at a higher level of abstraction. Key practices for AI-assisted development include: Don't accept AI's default settings—they're based on popularity, not best practices Prime the AI with the practices you want it to use through configuration files Tell AI to be honest and help you avoid mistakes, not just be agreeable Ask for explanations of architecture and evaluate whether approaches make sense Keep important decisions documented in markdown files that can be referenced later “The documentation is now executable. I can turn it into code” "The documentation is now executable. I can turn it into code. If I had to choose between losing my documentation or losing my code, I would keep the docs. I think I could regenerate the code pretty easily." In this new paradigm, documentation takes on new importance—it becomes the specification from which code can be regenerated. The team created and continuously updated markdown files for project context, architecture, and individual features. This practice allowed them to reset AI context when needed while maintaining continuity of their work. The workflow was bidirectional: sometimes they'd write documentation first and have AI generate code; other times they'd build features iteratively and have AI update the documentation. This approach using tools like Super Whisper for voice-to-text made creating and maintaining documentation effortless. Remove Deterministic Tasks from AI "AI is sloppy. It's inconsistent. Everything that can be deterministic—take it out. AI can write that code. But don't make AI do repetitive tasks." A crucial principle emerged: anything that needs to be consistently and repeatedly correct should be automated with traditional code, not left to AI. The team wrote shell scripts for tasks like auto-incrementing version numbers and created git hooks to ensure these scripts ran automatically. They also automated file creation with dates at the top, removing the need for AI to track temporal information. This principle works both ways—deterministic logic should be removed from underneath AI (via scripts and hooks) and from above AI (via orchestration scripts that call AI in loops with verification steps in between). Anti-Patterns to Avoid "The biggest anti-pattern is you're not committing frequently. I really want the ability to drop my context and revert my changes at a moment's notice." The primary anti-pattern when coding with AI is failing to commit frequently to version control. The ability to quickly drop context, revert changes, and start fresh becomes essential when working at this pace. Getting important decisions into documentation files and code into version control enables rapid experimentation without fear of losing work. Other challenges include knowing when to focus on the right risks. The team had to navigate competing priorities—customers wanted certain UX features, but the team identified data collection and storage as the critical unknown risk that needed solving first. This required diplomatic firmness in prioritizing work based on technical risk assessment rather than just user requests. Essential Tools for AI-Assisted Development "If you are using AI by going to a website, that is not what we are talking about here." To work effectively with AI, developers need agentic tools that can interact with files and run programs, not just chat interfaces. Recommended tools include: Claude Code (CLI for file interaction) Windsurf (VS Code-like interface) Cursor (code editor with AI integration) RooCode (alternative option) Super Whisper (voice-to-text transcription for Mac) Most developers working at this level have disabled safety guards, allowing AI to run programs without asking permission each time. While this carries risks, committing frequently to version control provides the safety net needed for rapid experimentation. The Power of Voice Interaction "Most of the time coding now looks like I'm talking. It's almost like Star Trek—you're talking to the computer and then code shows up." Using voice transcription tools like Super Whisper transformed the development experience. Speaking instead of typing not only increased speed but also changed the nature of communication with AI. When speaking, developers naturally provide more context and explanation than when typing, leading to better results from AI systems. This proved especially valuable in a crowded conference room where Super Whisper could filter out background noise and accurately transcribe the speakers' voices. The tool enabled natural, conversational interaction with development tools. Balancing Speed with Safety Over three days, the team released 61 times without comprehensive automated testing, focusing instead on validating user value through manual testing with the actual customer. However, after the hackathon, Llewellyn added automated testing by creating a test plan document through voice dictation, having AI clean it up and expand it, then generating Puppeteer tests and shell scripts to run them—all in about 40 minutes. This demonstrates a pragmatic approach: when exploring and validating with users, manual testing may suffice; but for ongoing maintenance and confidence, automated tests remain valuable and can be generated efficiently with AI assistance. The Future of Software Development "If you want to make something, there could not be a better time than now." The skills required for effective software development are shifting. Understanding how to assess risk, knowing when to commit code, maintaining good engineering practices, and finding creative solutions within system constraints remain critical. What's changing is that these skills are now applied at a higher level of abstraction, with AI handling much of the detailed implementation. The space is evolving rapidly—practices that work today may need adjustment in months. Developers need to continuously experiment, stay current with new tools and models, and develop instincts for working effectively with AI systems. The fundamentals of agile development—rapid iteration, customer feedback, risk assessment, and incremental delivery—matter more than ever. About Llewellyn Falco Llewellyn is an Agile and XP (Extreme Programming) expert with over two decades of experience in Java, OO design, and technical practices like TDD, refactoring, and continuous delivery. He specializes in coaching, teaching, and transforming legacy code through clean code, pair programming, and mob programming. You can link with Llewellyn Falco on LinkedIn.

**王道思維是施振榮先生畢生倡導的經營哲學，其核心精神是**「創造價值，利益平衡，永續經營」 **這與西方強調股東價值極大化的「霸道思維」形成對比。王道思維認為，一個企業要能長久發展，必須在多個利害關係人（如客戶、員工、股東、供應商、社會等）之間取得平衡，並共同創造一個生態系，讓大家都能從中獲益。這本書藉由與AI的對話，重新闡述了王道思維的普世價值，並主張它能更好地應對當今複雜多變的世界。 **「AI大家談的很多，我一直認為要把AI當『替死鬼』。」宏碁電腦創辦人施振榮9月1日推出個人版AI分身「阿丹」，81歲的他，調皮地介紹他打造AI分身的妙計。他解釋，宏碁的永續經營法則中便有「找替死鬼」文化，即是主管若有意升遷，需培育一位足夠頂替自己的人才接棒，才可以往上升職，「人類現在當然要做更高一層的事情。」既然AI不用休息也不會累，還懂多國語言，施振榮於是將畢生經驗灌輸其中，讓阿丹協助他推廣王道哲學，也處理眾多生活庶務，包括去日本參訪時的翻譯、介紹領導學理念等等。 #寶島聯播網 #鄭弘儀 #寶島全世界 #施振榮 #宏碁 #緯創 #台積電 #TSMC #IT #AI #王道思維 #STAN #阿丹 加入會員，支持節目： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq 留言告訴我你對這一集的想法： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq/comments Powered by Firstory Hosting

人工智慧（AI）如何改變藥物開發？藥物開發從臨床前研究到臨床試驗，通常需要超過十年時間和數十億美元的投資，卻仍有高達九成的藥物在臨床試驗中失敗。這些挑戰，現在 AI 正在各種方面掀起革命。在這系列節目中，我們將探討 AI 在藥物開發領域中的應用，並介紹在這個快速發展的領域中工作的專家。 本集為《AI 藥物開發系列》的第三集。我們邀請到加州大學聖塔克魯茲分校的葉先偉教授。他曾在諾貝爾獎得主 David Baker 的實驗室進行博士後研究。本集主題將探討 AI 蛋白質設計，介紹他如何設計新型 luciferase 與生物感測器 biosensor，並講解 2024 年諾貝爾獎的研究，以及他對於 AI 蛋白質設計未來發展的看法。