Podcasts about ai ai

本期节目， 我们采访了丹麦投资人、作家 Lars Tvede（拉斯·特维德）。他是《Business Cycles》（《逃不开的经济周期》）《Hyperintelligence》（《超智能与未来》）的作者，深耕宏观周期、科技创新与未来趋势研究数十年。在过去三十年中，他经历过六轮商业周期，在风暴来临前精准做空 2008 金融危机，在 AI 浪潮中重新定义了「通缩时代的超级创新周期」。他长期追踪中美创新，也将 25% 投资组合配置在中国。 这期节目中，拉斯与我们分享了他对经济周期的独特观察与判断，比如未来 10–20 年全球经济不但不会衰退，增速反而可能超出所有人预期；当今的 AI 热潮并不是泡沫；美国和中国的 AI 发展将不会脱钩。无论你关注投资、科技趋势还是全球格局，希望这一集能给大家带来新的理解方式。 本期人物 拉斯·特维德 Lars Tvede， 企业家、金融投资人和畅销书作家 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 周玖洲 Aaron， 十年中金、华夏基金等顶级投资机构工作经验，「不止金钱」 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640)主播 主要话题 [09:26] 为什么要研究商业周期并写书？经济学如何变成人人能读懂的故事？ “我最好的学习方式，就是写一本书。” - 写《逃不开的经济周期》是为了把复杂理论转成自己能讲清楚的故事。 - 交易与阅读互相验证，让理解更扎实。 - 把人物、冲突、历史事件编织进理论，让逻辑更具象。 - 让经济学“像坐在篝火边听故事一样”易懂 [18:13] 经历六个经济周期，投资直觉是怎么形成的？ “直觉，是长年数据沉淀的瞬间反应。” - 2008 年金融危机前，他登机前几分钟突然决定做空。 - 这种“直觉”来自长期观察情绪、图表与周期结构。 - 直觉不是玄学，而是潜意识对大量信息的快速整合。 [25:46] 低通胀、高创新时代：我们正走向怎样的未来？ “通缩＋创新，会产生一个又一个泡沫。” - 历史数据显示：低通胀时期泡沫数量最多。 - AI、自动化、机器人带来的强通缩，使货币流向金融资产而非消费品。 - 未来 10–20 年将出现“密集泡沫的超级周期”。 [33:18] AI 是泡沫吗？为什么反而是黄金更危险？ “我更担心黄金，而不是 AI。” - AI 的价值创造速度可能还没被估值完全反映；黄金更多依赖情绪，没有生产力杠杆。 - 高创新时代，生产力资产比储值资产更值得持有。 - AI 的贵是“合理的贵”。 [37:03] 美国：AI 资本开支正启动新一轮上行周期？ “美国增长的 40%，来自 AI 设备投资。” - 数据中心、能源、芯片构成新的“AI 基建周期”。设备投资只占 GDP 6–7%，却贡献近 40% 的增量。 - 降息将进一步带动房地产与投资回暖。 - 美国正处在周期上升的起点。 [40:03] 中国：房地产下行后，经济如何软着陆？ “这是一个被精确管理的、有序衰退。” - 房地产占比从 28% → 12%，但缺口被基础设施与创新吸收。 - 亲眼看到中国电网、轨交、新能源等投资的高速推进。 - 62 项关键技术中，中国领先 57 项。 - 中国是“把资本从房地产迁移到创新”的成功范例。 [45:55] 中美 AI 会不会出现“两套体系”？ “中美的 AI 不会走向两个互不兼容的世界。” - 美国公司正在大量使用中国的开源模型。 - 美国推动 Safe Compute Zones，但技术层面依然高度互通。 - 脱钩主要发生在战略与国安层，而不是工程与应用层，不认为 AI 会出现不可兼容的双体系。 [1:01:10]你的投资组合如何押注未来？ “不必须买最贵的 AI 公司，整个供应链都有机会。” - 25% 投资配置在中国，因为盈利收益率远高于存款与国债。 - 重仓工业金属（铜、铀、稀土）——AI、电车、数据中心都依赖金属。 - 核心策略：押注能长期支撑 AI 的底层基础设施。 [1:16:54] 给全球创业者与投资人的一句话： “Be bullish.” - 未来 20 年将比大多数人想象得更好。 - AI 是本世纪最大的创业窗口，不拥抱相当于错过“蒸汽机时刻”。 - 全球经济的“速度上限”将因 AI 而被整体抬升。 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/ObqX0dRd.png Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/GJaYsHPf.png 「Knock Knock世界」科学家专访 我们的另一档节目「Knock Knock世界」前一阵去到了「世界顶尖科学家论坛」现场，这是亚洲地区规格最高的国际科学大会。他们采访了来自世界各地、不同领域的科学家。其中一位是荷兰物理天文学家宁克，她在研究行星的形成。她博士期间就有重大发现，去年更是获得了突破物理奖当中的早期成就奖。物理天文学在研究什么、宁克又是怎么年纪轻轻就跻身顶尖科学家之列的？感兴趣的各位可以点开这里免费收听：https://sourl.co/yravSN 幕后制作 监制：Yaxian 后期：迪卡 运营：George 设计：饭团 商业合作 声动活泼商业化小队，点击链接直达声动商务会客厅（https://sourl.cn/9h28kj ），也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼目前开放商务合作实习生、社群运营实习生和 BD 经理等职位，详情点击招聘入口详情点击招聘入口 (https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh?from=from_copylink) 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡 (https://www.xiaoyuzhoufm.com/podcast/60de7c003dd577b40d5a40f3)、声东击西 (https://etw.fm/episodes)、吃喝玩乐了不起 (https://www.xiaoyuzhoufm.com/podcast/644b94c494d78eb3f7ae8640)、反潮流俱乐部 (https://www.xiaoyuzhoufm.com/podcast/5e284c37418a84a0462634a4)、泡腾 VC (https://www.xiaoyuzhoufm.com/podcast/5f445cdb9504bbdb77f092e9)、商业WHY酱 (https://www.xiaoyuzhoufm.com/podcast/61315abc73105e8f15080b8a)、跳进兔子洞 (https://therabbithole.fireside.fm/) 、不止金钱 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 科技早知道 https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/81NaqVaT.jpg 欢迎扫码添加声小音，在节目之外和我们保持联系。 Special Guests: 周玖洲 Aaron and 拉斯·特维德 Lars Tvede.

For episode 651 of the BlockHash Podcast, host Brandon Zemp is joined by Andrew Sobko, CEO of Argentum AI, an Enterprise level ready AI-powered compute marketplace.Andrew Sobko is a serial entrepreneur with a background in building transformative marketplaces. He founded one of the fastest-growing companies in America, recognized by the Financial Times and honored by Goldman Sachs' Builders & Innovators award. Andrew has raised over $200 million from leading global investors including Sequoia Capital, Brookfield, and others. ⏳ Timestamps: (0:00) SUMSUB(0:44)  Introduction(0:53) Who is Andrew Sobko?(5:50) Argentum Marketplace(9:28) Advantages of Argentum(13:58) Trust & validation for Argentum clients(14:37) SUMSUB(16:00) Argentum Token(18:50) How to contribute compute(19:42) Future of Enterprise AI(22:05) Argentum roadmap for 2026(25:03) Events & conferences(25:30) Website & socials 

每隔一段時間，就會有人在市場上講「泡沫」這兩個字， 但我更想提醒你，AI會不會消失，和「AI概念股會不會泡沫」，根本是兩件不同的事， 看看我們的身邊，你大概也感覺到人類的生活已經愈來愈離不開AI了， 但資本市場的情緒，永遠可能過熱、也永遠可能突然冷卻， 與其問AI股會不會有泡沫？我們應該關注更現實的問題．．． / 穩定、安全、有感的體脂管理保健品—你滋美得「孅甘紅膠囊」 雙12活動正式開跑，年終最後一檔特惠就在momo購物網 不僅有全通路最划算的孅甘組合，還有機會抽中萬元日本家電 更多滿額加碼好康資訊請看本集資訊欄 2025年末最後一檔，欲購從速：https://reurl.cc/0aXp1A / 知名保養品牌MALENE媚齡，兩位博士+一位化妝品藥學系創辦人的心血結晶，她懂國際精品的優雅，也懂顧客真實的肌膚煩惱，將專業與對肌膚的細膩理解，封存在每一瓶保養品中。 全台獨家在這裡提供最低優惠，再加送多重慷慨贈禮，只有72小時。 優惠連結請看

【主播的话】过去几年，我们的生活里已经不可避免地被AI所包围。AI 的迅猛发展在给人类工作和生活带来便利的同时，也给人类带来了很多焦虑。许多这些焦虑也是围绕着我们对自己，以及和这个世界的关系展开的。每个人在面对新科技发展时，都有不同的应对机制；过去几年做科技报道的经历让我意识到要了解一个新技术的优点与局限，它的潜在不公正与威胁。首先要了解它是如何被制造出来的？在这个制造环节中涉及了哪些不同的人群，价值判断和链条等。这期节目我们与研究劳动社会学的学者根据《投喂AI：人工智能产业的全球底层工人纪实》一书的研究深入探讨了在制造 AI 这一庞大的生产链条当中，那些为 AI 不断提供养分的人群——他们是怎样一群人，如何生活，又在追求怎样的工作目标？我们也聊了聊，在当今工作环境下，burnout（工作倦怠）到底是怎么一回事，为什么值得每个人警惕。这期节目或许会对你了解 AI 提供一些不同的视角。【本期主播】若含：小红书@若含【本期嘉宾】吴桐雨： 俄勒冈大学社会学博士，现任浙江大学社会学系百人计划研究员。其研究兴趣包括劳动社会学、技术社会学、性别研究，长期关注中美科技产业与人工智能数据产业的生产组织方式。【本期剧透】02:02 投喂 AI 的人类：一场被忽视的全球劳动04:18 AI 是中立的吗？是谁在背后“设计偏见”？08:22 AI 带来的信息鸿沟，信息认知差距呈指数增长11:17 冰岛引入 AI 数据中心后，一年耗水量翻 3 倍，AI 如何吞噬自然资源？14:16 中国 AI 数据标注工人都是谁？ta 们又如何工作？24:11 不同 AI 工具是否真的有文化差异？差异又从何而来？29:33 谁在塑造硅谷？并不是你以为的技术宅们34:29 硅谷如何用玩游戏的方式调动工程师主体性，又如何让人耗竭40:15 AI 会让我们摆脱狗屁工作吗？47:18 什么工作是 AI 替代不了的？49:32 全球分工加速，新的 “北方—南方” 技术结构出现52:00 性别与算法：偏见如何被写入未来55:00 技术洪流之下，我们能做的微小行动【相关阅读】《投喂 AI：人工智能产业的全球底层工人纪实》英文书名：Feeding the Machine: The Hidden Human Labor Powering A.I.作者：James Muldoon、Mark Graham、Callum Cant译者：贾青青、牟一凡出版社：中信出版社（中信·万物）出版日期（中文版）：2025年9月 本书以跨六大洲、多国田野调查与超过两百名数字劳工访谈为基础，揭示了人工智能背后那群“隐形的人类”：数据标注员、内容审核员、影像清洗工、合同工、临时工……他们负责让 AI“看懂图像”“理解语言”“识别暴力和色情内容”，却往往处于低薪、心理高压、劳动权益缺失的生存状态。书中用 Kenya、乌干达、菲律宾、爱尔兰、英国等地的真实案例，呈现全球 AI 产业链如何在“高科技乌托邦”的外壳下，以廉价劳动力支撑起机器学习的运转。本书打破“智能自动化”的幻象，显示“AI 的智能 = 全球南方 + 全球底层劳动的大规模输入”，是理解技术伦理、数字资本主义和全球劳动不平等的重要读物。《牛马游戏：硅谷大厂如何驯服工程师》作者：吴桐雨译者：刘睿睿、潘竹涛出版社：光启书局出版日期：2025年8月本书以民族志与田野调查的方法深入硅谷和全球科技公司，揭露了在“自由文化”“创新天堂”和“高薪体面工作”外衣之下，科技大厂如何通过游戏化机制（gamification） 把工程师变成“在游乐场里打工的知识牛马”。从把任务拆成“关卡”、把加班 gamify 成“冲榜”、到把激励制度包装成“游戏奖励”，书中揭示了劳动如何在新自由主义语境中被吸收进一种“自愿剥削”的循环里。程序员的激情、爱好与创意被系统化利用，而权力结构则被游戏化叙事所掩盖。本书不仅是对科技劳动的深度研究，也为理解现代职场“热爱式剥削”、互联网公司文化、与数字资本主义提供了关键视角，是一部极具冲击力与现实意义的科技社会学著作。《Lean In：向前一步》英文书名：Lean In: Women, Work, and the Will to Lead作者：Sheryl Sandberg（Nell Scovell 合著）出版社：Knopf（英文原版）出版日期：2013年3月《Lean In》是全球影响力最大的职场女性主义著作之一。作者 Sheryl Sandberg 以其在 Facebook / Google 的高管经历为基础，结合大量学术研究与职场访谈，剖析了女性在晋升中面对的结构性障碍（性别偏见、文化期待） 与心理性障碍（自我怀疑、自我设限）。书中提出“坐到桌边”（Sit at the table）、“让伴侣成为完全意义上的伙伴”等核心观点，推动了关于领导力、家庭分工、职场文化与性别平等的全球讨论。社交网络 The Social Network (2010)导演: 大卫·芬奇编剧: 艾伦·索金 / 本·麦兹里奇制片国家/地区: 美国上映日期: 2010年片长: 120 分钟2003年秋，哈佛大学。恃才放旷的天才学生马克·扎克伯格（Jesse Eisenberg 饰）被女友甩掉，愤怒之际，马克利用黑客手段入侵了学校的系统，盗取了校内所有漂亮女生的资料，并制作名为“Facemash”的网站供同学们对辣妹评分。他的举动引起了轰动，一度令哈佛服务器几近崩溃，马克因此遭到校方的惩罚。正所谓因祸得福，马克的举动引起了温克莱沃斯兄弟的注意，他们邀请马克加入团队，共同建立一个社交网站。与此同时，马克也建立了日后名声大噪的“Facebook”。经过一番努力，Facebook的名气越来越大，马克的财富与日俱增。然而各种麻烦与是非接踵而来，昔日的好友也反目成仇……《The Internet Galaxy: Reflections on the Internet, Business, and Society》作者：Manuel Castells出版社：Oxford University Press出版日期：2002 年曼努埃尔·卡斯特尔斯是全球信息时代的顶尖思想家之一。《经济学人》称他为“网络空间的首位重要哲学家”。卡斯特尔斯认为，我们正“以全速进入互联网银河，处于信息迷茫之中”。本书旨在帮助我们理解互联网的起源及其影响，涵盖工作、政治、规划与发展、媒体、隐私、社交以及家庭生活等各方面。我们正处于新网络社会的起点。书中详细阐述了互联网的巨大解放潜力，同时也揭示了其可能导致的边缘化和排斥那些无法上网群体的风险。《Custodians of the Internet: Platforms, Content Moderation, and the Hidden Decisions That Shape Social Media》作者：Tarleton Gillespie出版社：Yale University Press出版日期：2018 年大多数用户希望他们的推特动态、脸书主页和YouTube评论区不受骚扰和色情内容的干扰。无论是面对“假新闻”还是直播暴力，“内容审核员”——负责审查或推广用户发布的内容——的重要性前所未有。尤其当社交媒体平台用以遏制巨魔行为、禁止仇恨言论和审查色情的工具，也可能让你必须听到的声音被无声封锁时，这一现象更为显著。在这本深刻而细致的书中，获奖社会学家兼文化观察者塔尔顿·吉莱斯皮概述了当前社交媒体的运作方式，并解释了这些政策何时、为何以及如何被执行的背后理由。吉莱斯皮指出，内容审核虽然影响社会规范、公共话语、文化生产和社会结构，却很少受到公众监督。基于对内容审核员、创作者和用户的访谈，这本通俗易懂、极具时效性的著作，是每一个点击过“点赞”或“转发”的人必读之作。《Work's Intimacy》作者：Melissa Gregg出版社：Polity Press出版日期：2011 年本书研究现代工作如何侵入我们的私人生活，以及这种“亲密化”（intimacy）的边界模糊如何成为 Burnout（职业倦怠）的核心诱因。作者格雷格通过广泛研究发现，新媒体技术加剧了有薪专业人士将工作置于日常生活核心的长期倾向，往往以牺牲亲密关系和个人满足感为代价。从手机到笔记本电脑和平板电脑，这些新媒体设备被宣传为让人们能够自由选择工作时间和地点，但对此变革带来的后果关注甚少。随着工作场所从办公室扩展到咖啡馆、火车、起居室、餐厅甚至卧室，这种“职业存在渗透”使得工作事务以新的、意想不到的方式侵入员工的私人生活。《The Last Human Job: The Work of Connecting in a Disconnected World》作者：Allison J. Pugh出版社：Princeton University Press出版日期：2024 年本书探讨了随着人工智能和自动化技术（如自助结账和自动化工厂）的快速发展，未来的工作形态变得极不确定，甚至需要高度人际互动的职业也不再安全。作者通过深入采访和观察涵盖医生、教师、教练、牧师、治疗师、护理人员和理发师等多个职业，提出了“连接性劳动”的概念。这种劳动依赖于同理心、人际接触的自发性以及互相认可彼此的人性。作者指出，连接性劳动面临的威胁不仅来自人工智能和应用程序的发展，还有以利润为驱动而推行的工业化管理逻辑，这些逻辑压缩了员工建立联系的时间，强化了数据和指标优先，推行标准化流程，阻碍了员工真正理解彼此的可能性。书中最后介绍了一些连接性劳动蓬勃发展的组织，提出了构建有效社会结构的实际方法。【本期音乐】Bleu-Komiku【节目制作】方改则【Logo设计】刘刘（ins: imjanuary)【互动方式】小红书@不合时宜微博@不合时宜TheWeirdo商务合作可发邮件至 hibuheshiyi@126.com 或微博私信会员计划咨询可添加微信：hibuheshiyi3 或发送邮件至 hibuhehsiyi@gmail.com

从一段“AI合成死蟹视频”成功诈骗商家开始，我们发现自己已难辨真假。而当“豆包手机”出现，一个能自动帮你比价下单、偷能量、甚至替你给朋友圈点赞评论的“数字替身”，则让腾讯、阿里、各大银行都如临大敌，纷纷抵制。 这期节目，我们深入这场技术风暴的中心：当AI不仅生成内容，更开始接管我们的决策和行动时，我们让渡的究竟是便利，还是作为人类的主动权？在“自动驾驶”的生活里，真实感与学习能力正在如何悄然消退？我们又该如何面对这个愈发“戏剧化”的世界？

Interview with Danny Jenkins: How badly configured are your endpoints? Misconfigurations are one of the most overlooked areas in terms of security program quick wins. Everyone freaks out about vulnerabilities, patching, and exploits. Meanwhile, security tools are misconfigured. Thousands of unused software packages increase remediation effort and attack surface. The most basic misconfigurations lead to breaches. Threatlocker spotted this opportunity and have extended their agent-based product to increase attention on these common issues. This segment is sponsored by ThreatLocker. Visit https://securityweekly.com/threatlocker to learn more! Interview with Wendy Nather: Recalibrating how we think about AI AI and the case for toxic anthropomorphism. When Wendy coined this phrase on Mastodon a few weeks ago, I knew that she had hit on something important and that we needed to discuss it on this podcast. We were lucky to find some time for Wendy to come on the show! Quick note: while this was not a sponsored segment, 1Password IS currently a sponsor of this podcast. That doesn't really change the conversation any, except that I have to be nice to Wendy. But why would anyone ever be mean to Wendy??? Weekly Enterprise News Finally, in the enterprise security news, Dozens of funding rounds over the past two weeks Windows is becoming an Agentic OS? We talk about what that actually means. Some great free tools the latest cyber insurance trends we analyze some recent breaches the stop hacklore campaign some essays worth reading and a how a whole country dropped off the internet, because someone forgot to pay a GoDaddy invoice All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-436

Interview with Danny Jenkins: How badly configured are your endpoints? Misconfigurations are one of the most overlooked areas in terms of security program quick wins. Everyone freaks out about vulnerabilities, patching, and exploits. Meanwhile, security tools are misconfigured. Thousands of unused software packages increase remediation effort and attack surface. The most basic misconfigurations lead to breaches. Threatlocker spotted this opportunity and have extended their agent-based product to increase attention on these common issues. This segment is sponsored by ThreatLocker. Visit https://securityweekly.com/threatlocker to learn more! Interview with Wendy Nather: Recalibrating how we think about AI AI and the case for toxic anthropomorphism. When Wendy coined this phrase on Mastodon a few weeks ago, I knew that she had hit on something important and that we needed to discuss it on this podcast. We were lucky to find some time for Wendy to come on the show! Quick note: while this was not a sponsored segment, 1Password IS currently a sponsor of this podcast. That doesn't really change the conversation any, except that I have to be nice to Wendy. But why would anyone ever be mean to Wendy??? Weekly Enterprise News Finally, in the enterprise security news, Dozens of funding rounds over the past two weeks Windows is becoming an Agentic OS? We talk about what that actually means. Some great free tools the latest cyber insurance trends we analyze some recent breaches the stop hacklore campaign some essays worth reading and a how a whole country dropped off the internet, because someone forgot to pay a GoDaddy invoice All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-436

Interview with Danny Jenkins: How badly configured are your endpoints? Misconfigurations are one of the most overlooked areas in terms of security program quick wins. Everyone freaks out about vulnerabilities, patching, and exploits. Meanwhile, security tools are misconfigured. Thousands of unused software packages increase remediation effort and attack surface. The most basic misconfigurations lead to breaches. Threatlocker spotted this opportunity and have extended their agent-based product to increase attention on these common issues. This segment is sponsored by ThreatLocker. Visit https://securityweekly.com/threatlocker to learn more! Interview with Wendy Nather: Recalibrating how we think about AI AI and the case for toxic anthropomorphism. When Wendy coined this phrase on Mastodon a few weeks ago, I knew that she had hit on something important and that we needed to discuss it on this podcast. We were lucky to find some time for Wendy to come on the show! Quick note: while this was not a sponsored segment, 1Password IS currently a sponsor of this podcast. That doesn't really change the conversation any, except that I have to be nice to Wendy. But why would anyone ever be mean to Wendy??? Weekly Enterprise News Finally, in the enterprise security news, Dozens of funding rounds over the past two weeks Windows is becoming an Agentic OS? We talk about what that actually means. Some great free tools the latest cyber insurance trends we analyze some recent breaches the stop hacklore campaign some essays worth reading and a how a whole country dropped off the internet, because someone forgot to pay a GoDaddy invoice All that and more, on this episode of Enterprise Security Weekly. Show Notes: https://securityweekly.com/esw-436

全台南最多分店、最齊全物件，在地團隊懂台南，也懂你的需求。 不管是買屋、賣屋，還是從築夢到圓夢， 房子的大小事，交給台南住商，讓你更安心。 了解更多：https://sofm.pse.is/8f3vuc -- 天氣好冷來不及準備早餐

20251205 [이너뷰3] 챗GPT? 제미나이3? 테슬라 FSD?…AI 어디까지 왔나? (강정수 블루닷AI연구센터 센터장)

Our guest in this episode is Holly Elmore, who is the Founder and Executive Director of PauseAI US. The website pauseai-us.org starts with this headline: “Our proposal is simple: Don't build powerful AI systems until we know how to keep them safe. Pause AI.”But PauseAI isn't just a talking shop. They're probably best known for organising public protests. The UK group has demonstrated in Parliament Square in London, with Big Ben in the background, and also outside the offices of Google DeepMind. A group of 30 PauseAI protesters gathered outside the OpenAI headquarters in San Francisco. Other protests have taken place in New York, Portland, Ottawa, Sao Paulo, Berlin, Paris, Rome, Oslo, Stockholm, and Sydney, among other cities.Previously, Holly was a researcher at the think tank Rethink Priorities in the area of Wild Animal Welfare. And before that, she studied evolutionary biology in Harvard's Organismic and Evolutionary Biology department.Selected follow-ups:Holly Elmore - substackPauseAI USPauseAI - global siteWild Animal Suffering... and why it mattersHard problem of consciousness - WikipediaThe Unproven (And Unprovable) Case For Net Wild Animal Suffering. A Reply To Tomasik - by Michael PlantLeading Evolution Compassionately - Herbivorize PredatorsDavid Pearce (philosopher) - WikipediaThe AI industry is racing toward a precipice - Machine Intelligence Research Institute (MIRI)Nick Bostrom's new views regarding AI/AI safety - redditAI is poised to remake the world; Help us ensure it benefits all of us - Future of Life InstituteOn being wrong about AI - by Scott Aharonson, on his previous suggestion that it might take "a few thousand years" to reach superhuman AICalifornia Institute of Machine Consciousness - organisation founded by Joscha BachPausing AI is the only safe approach to digital sentience - article by Holly ElmoreCrossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers - book by Geoffrey MooreMusic: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain Declaration

✨《我想聽你說 2 Popcorn Talks 2》歡樂對話卡牌組全新推出

AI 이용한 더 나은 삶…AI 기본사회 큰 방향한국, AI 전세계서 3위 그룹에 속해미국, 핵폭탄 개발하듯 AI 개발전 뛰어들어사람 대신 일 할 수 있는 피지컬 AI 시작AI 버블? 사이클 있겠으나 결국은 대세 ■ 방송 : CBS 라디오 FM 98.1 (07:10~09:00)■ 진행 : 김현정 앵커■ 대담 : 임문영 (국가인공지능전략위원회 부위원장)See omnystudio.com/listener for privacy information.

◎ 1부 [뉴스 연구소] 국힘에서 나온 3가지 사과/ ‘현지 누나’ 인사 청탁, 연봉 2억짜리/ 김건희, 징역 15년 박순봉 경향신문 기자, 김준일 시사 평론가 [인터뷰 (1)] 장동혁-송언석 서로 다른 ‘계엄 사과’/ 추경호 영장 기각/ 문진석-김남국 인사청탁 논란 더불어민주당 박수현 의원 ◎ 2부 [놓지마 뉴스] 방송인 강승희 [인터뷰 (2)] AI가 바꿀 세상, 현재 우리나라의 위치는?/ AI 에이전트와 피지컬 AI 국가인공지능전략위원회 임문영 부위원장 [월간] 장동혁 “폭거 맞선 계엄”/ 문진석-김남국 인사청탁 논란/ ‘성추행 의혹’ 신동욱 vs 장경태 설전 유인태 前 국회 사무총장 [미니 댓꿀쇼] 문진석-김남국, 어떤 후속조치가 필요할까? 유인태 前 국회 사무총장 See omnystudio.com/listener for privacy information.

ยิ่งองค์กรพูดถึง AI มากเท่าไร ความเสี่ยงที่จะเดินผิดทางก็มีมากขึ้นเท่านั้น  . หลายบริษัททุ่มงบประมาณไปมหาศาล แต่สุดท้ายไม่ได้ผลลัพธ์อย่างที่คาดหวัง เพราะติดกับดักสำคัญที่ผู้นำมองไม่เห็น ตั้งแต่ความเข้าใจผิดเรื่องเทคโนโลยี ไปจนถึงการไม่เตรียมคนให้พร้อมรับการเปลี่ยนแปลง . ยิ่งใช้ AI มากเท่าไร กลับยิ่งรู้สึกเหนื่อยมากเท่านั้น รู้ตัวอีกทีก็กลายเป็นบริษัทที่หัวหน้าพูดคำว่า AI อยู่ทุกวัน แต่กลับไม่สร้างคุณค่าเพิ่มอะไรให้แก่องค์กรหรือพนักงานเลย . Executive Espresso เอพิโสดนี้ เคน นครินทร์ พาคุณสำรวจสถานะขององค์กรไทยว่าปัจจุบันอยู่ในระยะไหนของการปรับตัวกับ AI เผยให้เห็นกรณีศึกษาที่เป็นความสำเร็จของ LINE MAN Wongnai พร้อมเฟรมเวิร์ก เพื่อให้คุณสามารถนำแนวทางไปปรับใช้ได้กับองค์กรของคุณเอง 

ยิ่งองค์กรพูดถึง AI มากเท่าไร ความเสี่ยงที่จะเดินผิดทางก็มีมากขึ้นเท่านั้น . หลายบริษัททุ่มงบประมาณไปมหาศาล แต่สุดท้ายไม่ได้ผลลัพธ์อย่างที่คาดหวัง เพราะติดกับดักสำคัญที่ผู้นำมองไม่เห็น ตั้งแต่ความเข้าใจผิดเรื่องเทคโนโลยี ไปจนถึงการไม่เตรียมคนให้พร้อมรับการเปลี่ยนแปลง . ยิ่งใช้ AI มากเท่าไร กลับยิ่งรู้สึกเหนื่อยมากเท่านั้น รู้ตัวอีกทีก็กลายเป็นบริษัทที่หัวหน้าพูดคำว่า AI อยู่ทุกวัน แต่กลับไม่สร้างคุณค่าเพิ่มอะไรให้แก่องค์กรหรือพนักงานเลย . Executive Espresso เอพิโสดนี้ เคน นครินทร์ พาคุณสำรวจสถานะขององค์กรไทยว่าปัจจุบันอยู่ในระยะไหนของการปรับตัวกับ AI เผยให้เห็นกรณีศึกษาที่เป็นความสำเร็จของ LINE MAN Wongnai พร้อมเฟรมเวิร์ก เพื่อให้คุณสามารถนำแนวทางไปปรับใช้ได้กับองค์กรของคุณเอง

FM91.6MHz,AM1134kHz文化放送　毎週月曜～金曜11時30分から放送！「大竹まこと　ゴールデンラジオ！」 今ある場所で起こっている現実を徹底追求！ その筋の専門家にいろいろ聞いてみよう！ （月）古谷経衡（作家）（火）深澤真紀（コメンテーター）/中島岳志（コメンテーター）（水）きたろう（タレント、俳優）（木）関口靖彦（株式会社KADOKAWA　アーティスト企画局　局長）/天久聖一/望月衣塑子（東京新聞社会部記者）/ガンバレルーヤ/高橋源一郎（小説家、文芸評論家）（金）金子勝(経済学者・慶應義塾大学名誉教授・淑徳大学客員教授)■ApplePodcast、Spotify、AmazonMusicなどをご利用の方は番組フォローをお願いします！ ■長野智子アップデート　ポッドキャスト配信開始！！長野智子アップデート　ニュースアップデート（有識者を迎えニュースを読み解く） ▼PodcastQR https://podcastqr.joqr.co.jp/programs/up ▼ApplePodcasthttps://podcasts.apple.com/us/podcast/長野智子アップデート-ニュースアップデート ▼Spotifyhttps://open.spotify.com/show/6b0J3kFc2Du7pONDrUSReq ▼AmazonMusic https://music.amazon.co.jp/podcasts/80f6d545-9751-4f17-b882-b7b1761d8573/長野智子アップデート-ニュースアップデート ■大竹まことゴールデンラジオ！　プレイリスト一覧・大竹のもっと言いたい放題 - 大竹まこと ゴールデンラジオ！https://podcastqr.joqr.co.jp/programs/golden_iitai/・大竹メインディッシュ - 大竹まこと ゴールデンラジオ！https://podcastqr.joqr.co.jp/programs/golden_main・大竹紳士交遊録 - 大竹まこと ゴールデンラジオ！https://podcastqr.joqr.co.jp/programs/golden_shinshi・オープニング - 大竹まこと ゴールデンラジオ！https://podcastqr.joqr.co.jp/programs/golden_openingSee omnystudio.com/listener for privacy information.

✨《我想聽你說 2 Popcorn Talks 2》歡樂對話卡牌組全新推出

    Unlock the secrets of military medicine and simulation technology with insights from two leading experts, retired Air Force Chief Master Sergeant Jason Robbins and Lou Oberndorf, CEO of Operative Experience Incorporated. Discover how these trailblazers have navigated the evolution of medical simulation, turning traditional training on its head and preparing medics for the chaotic and high-pressure environments they may face. Their stories reveal the critical role that high-fidelity simulators play in equipping healthcare professionals with the skills needed to manage physiological disparities, chaos control, and patient responsibility.     In a riveting conversation about the advancement of simulation technology, Jason and Lou explore the transition from traditional mentorship to cutting-edge, AI-driven simulators. By weaving personal experiences with industry shifts, they illuminate how medical education has undergone a dramatic transformation over the past 30 years. Their discourse reveals the monumental challenges and triumphs of integrating simulation technologies into both military and civilian healthcare settings, with a focus on the unique demands of combat medicine and on how AI is poised to further revolutionize this field.     Jason and Lou discuss the pressing need for anatomically accurate simulators, particularly for female soldiers. They provide an eye-opening look at how these innovations are dismantling social and psychological barriers and are vital for training efficacy. They candidly discuss the psychological toll of combat on healthcare providers and the irreplaceable value of real-life experience, underscoring that while simulation is a bridge for skill development, it cannot fully substitute the lessons learned from treating real patients. Join us in this compelling episode to understand how simulation is not just a tool but a pivotal element in preparing medics for the unforgiving realities of the battlefield.   Chapters: (00:04) Evolution of Military Medicine Simulation (09:55) Advancing Medical Simulation in Healthcare (17:31) Simulation Training in Special Operations (23:17) Medical Simulation Advancements for Training (36:17) Military Simulation Technology and AI (49:20) Preparing Military Medics with Simulation   Chapter Summaries: (00:04) Evolution of Military Medicine Simulation   Military medics discuss simulation technology, physiological disparities, and leadership lessons in chaotic environments.   (09:55) Advancing Medical Simulation in Healthcare   Commercialization of medical simulation technology, its integration into military medicine, and its impact on patient care.   (17:31) Simulation Training in Special Operations   Simulation, training standards, and cultural barriers are addressed in AFSOC's journey to improve special operations medical training.   (23:17) Medical Simulation Advancements for Training   Female simulators provide safe and effective training for military medics, addressing gender disparities and ensuring consistency.   (36:17) Military Simulation Technology and AI   AI has the potential to enhance medical simulation, with challenges in technology development and differences between military and civilian healthcare settings.   (49:20) Preparing Military Medics With Simulation   Medical simulators prepare healthcare professionals for combat trauma, but cannot replace real-life experience.   Take Home Messages: The Role of Medical Simulation in Military Medicine: The episode highlights the transformative impact of medical simulation technology on military medicine, emphasizing its role in preparing medics for high-stress and austere environments. It underscores how advancements in simulation, particularly with the integration of artificial intelligence, have enhanced the realism and effectiveness of medical training. Evolution from Defense to Healthcare: The conversation traces the journey of medical simulation technology from its origins in defense innovation during the early '90s to its widespread adoption in both military and civilian healthcare settings. This transition has replaced traditional mentorship models with high-fidelity simulators, revolutionizing medical education and training. Advancements in Anatomically Accurate Simulators: A significant development discussed is the creation of anatomically accurate female simulators, which address social and psychological barriers in medical training. These innovations ensure that medics are better prepared for real-world scenarios, particularly in treating female soldiers, thereby improving training efficacy. Continuous Training and Readiness: The importance of continuous training to maintain readiness is emphasized, especially in the context of military medicine where skill erosion can occur between conflicts. Simulation technology provides a safe environment for medics to practice and refine their skills, ensuring they are prepared for future challenges. Ethical Considerations in Simulation Technology: The episode also touches on the ethical and moral considerations in developing realistic simulation technologies. While simulators are essential for skill development, they cannot fully replicate the emotional and psychological challenges of real-life trauma, highlighting the need for a balanced approach in training methodologies.   Episode Keywords: military medics, trauma training, high-fidelity simulators, Operative Experience Incorporated, Jason Robbins, Lou Orberndorf, anatomical simulators, female simulators, training technology, medical education, combat medicine, civilian healthcare, simulation technology, patient care, chaos management, medical training, military healthcare, podcast episode   Hashtags: #wardocs #military #medicine #podcast #MilMed #MedEd #MilitaryMedicine #MedicalSimulation #CombatCare #HealthcareInnovation #AIMedicalTraining #CivilianHealthcare #MilitaryMedics #TraumaTraining #MedicalTechnology #SimulationAdvancements **This episode was supported by an educational grant provided by Operative Experience Inc.** Honoring the Legacy and Preserving the History of Military Medicine The WarDocs Mission is to honor the legacy, preserve the oral history, and showcase career opportunities, unique expeditionary experiences, and achievements of Military Medicine. We foster patriotism and pride in Who we are, What we do, and, most importantly, How we serve Our Patients, the DoD, and Our Nation.   Find out more and join Team WarDocs at https://www.wardocspodcast.com/ Check our list of previous guest episodes at https://www.wardocspodcast.com/our-guests Subscribe and Like our Videos on our YouTube Channel: https://www.youtube.com/@wardocspodcast Listen to the “What We Are For” Episode 47. https://bit.ly/3r87Afm   WarDocs- The Military Medicine Podcast is a Non-Profit, Tax-exempt-501(c)(3) Veteran Run Organization run by volunteers. All donations are tax-deductible and go to honoring and preserving the history, experiences, successes, and lessons learned in Military Medicine. A tax receipt will be sent to you. WARDOCS documents the experiences, contributions, and innovations of all military medicine Services, ranks, and Corps who are affectionately called "Docs" as a sign of respect, trust, and confidence on and off the battlefield,demonstrating dedication to the medical care of fellow comrades in arms.     Follow Us on Social Media Twitter: @wardocspodcast Facebook: WarDocs Podcast Instagram: @wardocspodcast LinkedIn: WarDocs-The Military Medicine Podcast YouTube Channel: https://www.youtube.com/@wardocspodcast

随着 ChatGPT、DeepSeek 等 AI 助手成为新的流量入口，我们的购物、搜索与决策方式正在被快速改写：ChatGPT 周活跃突破 8 亿，每日处理 10 亿+查询；近 50% 的消费者已经习惯用 AI 做购物前调研；40% 的购买决策受到 AI 推荐影响。流量入口的变迁意味着营销逻辑的重构：当 SEO（Search Engine Optimization，搜索引擎优化）逐渐演变为 GEO（Generative Engine Optimization，生成式引擎优化），如何让产品被 AI 看见，被推荐和被信任。当 AI 搜索替代传统搜索引擎，商家的增长逻辑将如何重写？ 本期我们邀请到 Deepblumen 联合创始人 Joy，一起从 AI 营销一线观察中国与海外 AI 商业生态的差异，拆解 GEO 的底层逻辑、聊聊未来电商的商业闭环如何在 AI Agents 中重建。 本期人物 Joy，Deeplumen 联合创始人 Yaxian，「科技早知道」主播 主要话题 [03:08] Deepblumen 做什么：AI 原生营销的第一原则 我们做的不是 AIGC，而是让品牌和用户在 AI 生态里更高效连接 - Deepblumen 的核心是 AI 搜索可见性（AI Visibility）。 - AI 搜索让品牌曝光从靠链接变成靠语义理解。 - 不只 Deepseek，小红书等也加入了 AI 搜索战场。 [08:07] SEO/SEM 的过去：为什么我们需要新的 GEO？ SEM 解决速度，SEO 解决长线资产，但 AI 时代它们都不够用了 - SEM：通过付费快速买量、测试人群；SEO：靠内容质量与网站权重换取免费流量。 - AI 时代用户不再点击十个链接，而是大模型总结答案。 - 品牌必须从「为搜索引擎」写转向 「为大模型写」。 [13:45] GEO 是什么？AI 时代的新 SEO GEO 的核心就是——当用户问问题时，让模型想到你。 - GEO = Generative Engine Optimization，让品牌被纳入模型回答，而不是网页结果列表。 - 大模型重视语义结构、真实数据、专家引用。 - 做好 SEO 依然是做 GEO 的前提 [28:00] OpenAI Shop Card：AI 正在重建电商闭环 用户未来不需要跳 10 个页面，一个答案和一个购买按钮就够了。 - ChatGPT 正把 「搜索 + 比价 + 决策 + 下单」整合到一条链。 - 对品牌意味着：电商入口会从平台迁移到 AI 助手。 - AI 电商比传统平台更「去中间化」。 [33:01] 为什么 Deepblumen 要出海？中美 AI 搜索生态有何不一样？ 海外生态更开放，工具链更完整，资本更看好这一赛道。 - OpenAI 商业化节奏快，可接入生态更丰富。 - 像 Profound 这样的第三方监测工具成熟。 - 海外 Saas 与服务体系更配合品牌自建增长体系。 - 中国生态偏向自闭环（抖音、阿里），路径不同。 [51:53] GEO 会不会误导用户？品牌能操纵 AI 搜索吗？ 我们不做虚假信息，AI 搜索也无法容纳虚假——因为语义理解会暴露它。 - GEO 不能制造虚假内容，否则无法通过模型语义筛选。 - 大模型相比 SEO 时代更能识别「垃圾内容」。 - 品牌要求的第一原则是信息必须准确。 - AI 搜索推荐机制依然基于真实需求与内容质量。 [1:00:29] 最终趋势：AI Agent 才是电商终局 未来不是你下单，而是你的 AI Agent 替你下单。 - AI Agent 将读取需求 → 比价 → 决策 → 直接购买。 - 品牌内容必须结构化，以便 Agent 能抓取、比对、调用。 - GEO 是 Agent 时代的基础建设。 - 现在准备，决定品牌能否在未来被自动选中。

The Albanese government is set to release a National A-I Plan today [[2 Dec]]. Foreign Minister Penny Wong is warning that China has been asserting strategic influence in the Pacific, describing China's military build up in the region as "worrying". - 最近の調査ではオーストラリアに住む人の64%がAIによる社会への影響への懸念をしめすなか、アルバニージー政権は今日「国家AI計画」を発表する見通しです。ペニー・ウォン外相は、中国が太平洋地域で戦略的影響力を強めていると警告し、また同地域における中国の軍事力の増強は憂慮すべきだと述べました。

UNSW的AI和机器人实验室博士高靖莹说，学校有一套机制来反复检验有些学生被“抓住”用AI生成一些内容的情况是否属实。（点击音频收听详细采访）

繼電動車和太陽能板之後，中國在自動駕駛和新藥研發領域再次展現驚人創新力，這波科技浪潮將如何重塑全球競爭格局？ 《經濟學人》報導，中國自動駕駛計程車製造成本僅美國三分之一，已在歐洲與中東建立合作；製藥業更從仿製藥轉型為全球第二大新藥開發國，臨床試驗佔全球三分之一，西方藥廠甚至開始授權使用中國企業產品。 值得注意的是，中國成功關鍵不只是補貼，更在於靈活監管。藥品審批時間從501天縮減至87天，並在50多個城市快速推動自動駕駛試點，但國內激烈競爭也讓許多企業難以存活，倖存者將成為強勁的出口冠軍。 令人憂心的是，面對低成本創新浪潮，美國監管僵化、削減研發經費，歐洲過度重視安全而犧牲實驗精神。若西方不改變，恐難在未來科技競爭中保持優勢。 主持人：天下雜誌資深主筆 黃亦筠 主講人：金庫資本管理合夥人兼總經理 丁學文 製作團隊：樂祈、邱宇豪 ＊延伸閱讀｜中國AI為何沒被美國打死，還活得很好？直擊百工百業練AI，從娃娃就培養起：https://lihi.cc/Nb54F ＊立即收聽《CEO的修煉場》：https://hi.cw.com.tw/u/jqveRdb/ ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

Welcome back to AI Unraveled, your strategic daily briefing on the business impact of artificial intelligence. It is Monday, December 1st, 2025, and the industry has just crossed two historic thresholds.First, the balance of power in the 'Open AI Economy' has officially flipped—with Chinese developers overtaking the US in market share for the first time. Second, Black Friday has proven that the age of 'search' is dead, replaced by the age of 'prediction,' as AI agents drove nearly $12 billion in sales.We are also covering DeepSeek's new math-crushing model, Runway's victory over Google, and why memory chips are about to become the most expensive resource on earth.Let's unravel the news.Strategic Pillars & Topics

寫程式不再是工程師的專利，而是人人都能掌握的新時代超能力！ 擁有 20 年程式開發經驗的 Mosky 老師，將為你精煉 1% 關鍵知識，搭配 AI 精準協作，你就能從零開始寫出可運行的程式，進而消滅瑣事、解放創意！ 一起用 AI 寫程式打造全新生活：https://pse.is/8c7jxr 輸入專屬折扣碼：MIULA，即可享有 $250 的折扣喔！ --- EP256. 再談 TPU 與 GPU、Cybercab 得到公道、學習與 AI 共同創作 | M觀點 --- (00:40) EP256 預告 (02:43) 業配時間：從零開始 AI 寫程式｜用 1% 關鍵知識消滅瑣事、解放創意 (09:09) 第一個話題：再談 TPU 與 GPU (33:53) 第二個話題：Cybercab 得到公道 (44:31) 第三個話題：學習與 AI 共同創作 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

A video post!The Miro board used in the video can be accessed here:https://miro.com/app/board/uXjVJi6NCs8=/?share_link_id=616280785572(PS: Miro, I'd love another sweatshirt!)This framework explains why tools help in some situations and fail in others by grounding everything in the current state of a behavior. Every important behavior in an organization sits somewhere on a spectrum: it might be purely aspirational, weakly practiced, inconsistent, friction-heavy, fully stable, actively suppressed, or not even clearly defined. Each of these states is held back by different blockers—lack of clarity, lack of skills, lack of time, workflow friction, political risk, or social norms—and each requires a different kind of support. Using a behavior-design lens like COM-B, the idea becomes simple: tools only work when they address the real blocker. Sometimes their job is to scaffold early steps and turn aspiration into practice. Sometimes it is to remove operational drag from a behavior that already exists. Sometimes it is to create shared visibility and reduce political friction. Tools matter, but how they matter depends entirely on the behavioral context they are dropped into.Show Notes (AI Generated) The Core QuestionWhen do tools matter, and how do they matter?Answer: It depends entirely on the current state of the behavior you want to see.The Seven Behavior StatesA. Normal States* Aspirational / Not RealizedOnly talked about. No real practice.* Weakly RealizedPeople agree it matters and occasionally try it, but it gets displaced by urgency and habit.* Partially Realized / InconsistentHappens in pockets. Conflicting interpretations. Local successes that have not scaled.* Mostly Realized but Friction-FilledBehavior is accepted and happening, but it is painful due to workflow friction, manual effort, tool constraints, or time pressure.* Fully Realized / StableConsistent, predictable, routinized. Embedded norms. Change feels risky.Special States* Actively SuppressedCounter-behaviors, incentives, or power dynamics prevent the behavior.* Contested / UndefinedNo shared understanding of what the behavior even is or how it should show up.COM-B EssentialsA behavior emerges when people have:* Capability* Psychological: knowledge, mental models, clarity* Physical: skills, practice* Opportunity* Physical: time, tools, workflow space* Social: norms, permission, cues, legitimacy* Motivation* Reflective: beliefs, intentions, identity, political risk* Automatic: habits, impulses, shortcutsTools can influence any of these.How Tools Help Depends on the Behavior StateIf the behavior is…Aspirational / Not RealizedPrimary tool role:Turn aspiration into a repeatable practice.Strategies:* Provide structure and scaffolding* Make early steps easy* Visualize desired state* Reinforce identity and intentWeakly RealizedPrimary tool role:Lower activation energy and make it harder to forget or skip.Blockers:* Not enough time* Habit competition* Too many steps* Short-term urgency wins over long-term valueStrategies:* Reduce steps* Support self-regulation* Nudge and cue the behavior* Make it easy to startPartially Realized / InconsistentPrimary tool role:Create a shared frame without forcing uniformity.Strategies:* Clarify purpose* Help reconcile or visualize different interpretations* Provide minimally viable standardizationMostly Realized but Friction-FilledPrimary tool role:Remove operational drag.Blockers:* Workflow friction* Manual coordination* Confusing handoffs* Tool gapsStrategies:* Standardize routines* Streamline workflows* Make bottlenecks visible* Automate repetitive workFully Realized / StablePrimary tool role:Preserve what works while reducing risk and effort.Blockers:* Risk aversion* Fear of destabilizing the ritual* Manual grind that no one wants to mess withStrategies:* Automate low-value steps* De-risk changes* Protect institutional knowledgeContested / UndefinedPrimary tool role:Clarify, name, and frame the behavior.Strategies:* Make interpretations explicit* Help teams converge on a definition* Reveal misalignmentActively SuppressedPrimary tool role:Shift legitimacy, visibility, and power dynamics.Strategies:* Provide shared visibility* Depoliticize the behavior* Reinforce norms or incentives* Create social proofTool Change Vectors (How Tools Influence Behavior)Tools can work through different mechanisms depending on the blocker:Influencing Capability* Clarification* Instruction* Cognitive offloading* Guided workflows* ChecklistsInfluencing Opportunity* Automation* Better workflows* Reducing steps* Making time and spaceInfluencing Motivation* Social proof* Legitimacy* Identity cues* Reduced political risk* ReinforcementWhat This Means for AIAI's role will differ depending on the behavior state:* In aspirational states: scaffold early steps, provide examples, generate clarity.* In friction-filled states: remove manual overhead, automate stitching, reduce coordination cost.* In stable states: protect quality, ensure consistency, prevent regressions.* In contested states: help surface meaning, definitions, and distinctions.AI is another lever in the COM-B system — not magic, but highly state-dependent.The Core InsightTools always matter, but they matter in different ways depending on:* Which behavior you're trying to support* Where that behavior currently sits on the realization spectrum* What is actually blocking it (Capability, Opportunity, Motivation)Getting this right means choosing the right intervention instead of assuming tools “fix” or “don't fix” things. Get full access to The Beautiful Mess at cutlefish.substack.com/subscribe

開盤前30分鐘，08:30 - 09:00 讓我們一起解讀財經時事 。 參加財經皓角總經訂閱： 新友會員 https://jackalopelin.com 老友會員 https://yutinghao.finance 我的粉絲專頁 https://reurl.cc/n563rd 網站參加會員手冊 https://reurl.cc/rvvqAr 如有疑問，歡迎來信 jackieyutw@gmail.com """"" ♥️ 打賞網址 ：https://p.ecpay.com.tw/B83478D """"" (不提供退款服務) 《早晨財經速解讀》是游庭皓的個人知識節目，針對財經時事做最新解讀，開播於2019年7月15日，每日開盤前半小時準時直播。議題從總體經濟、產業動態到投資哲學，信息量飽滿，為你顛覆直覺，清理投資誤區，用更寬廣的角度帶你一窺投資的奧秘。 免責聲明：《游庭皓的財經皓角》頻道為學習型頻道，僅用於教育與娛樂目的，無任何證券之買賣建議。任何形式的投資皆涉及風險，投資者需進行自己的研究，持盈保泰。

從半導體到雲端服務，科技巨頭的競爭思維正在改變。2025年，亞馬遜資本支出預計達千億美元，成為科技四大巨頭中投資金額最高的一家，大膽決策的背後，是否意味AI產業已進入關鍵轉折點？ 傳統硬體時代講究「產品藍圖」，可預測三到五年技術演進；但雲端與AI時代需要的是「旅程思維」，透過數據驅動、快速迭代來應對市場變化。為什麼亞馬遜早在20多年前就開始AI佈局？從自動化倉儲、無人商店到對話式購物助理Rufus，如何用客戶需求倒推技術發展？ 這集來賓是AWS台灣暨香港總經理王定愷，他曾在Intel深耕硬體產業多年，轉戰AWS後看見截然不同的商業邏輯。他將分享亞馬遜如何用「飛輪效應」持續創新？為何堅持「積木式平台」不綁定單一AI模型？面對OpenAI、Google爭搶AI入口，亞馬遜選擇不同的差異化策略，這又將為台灣供應鏈帶來什麼新商機？ 主持人：天下雜誌總編輯 陳一姍 來賓：AWS台灣暨香港總經理 王定愷 製作團隊：樂祈、邱宇豪 ＊開啟鈴鐺，12/10中午12:30「決策者・聽天下」YouTube直播，搶先看懂2026年經濟解讀：https://youtube.com/live/kLv_dM0fTs4?feature=share ＊延伸閱讀｜亞馬遜AI晶片逆襲輝達！世芯股價飆、緯穎吃大單，台廠還有誰受惠？：https://lihi.cc/w5Iys ＊立即收聽《CEO的修煉場》：https://hi.cw.com.tw/u/jqveRdb/ ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

1부 [JB TIMES] 윤석열, ‘박정훈 대령 체포' 직접 지시 임성근, 수사외압 직후 尹부부 휴가지 방문 김건희, 박성재에 "김명수 수사 왜 방치되나" 질타 등돌린 ‘문고리'..유경옥 “김건희 허위 진술 요구” 감사원 TF, 유병호 고발..직권남용·군기밀누설 등 혐의 국회의원 지출, 유튜브?AI에 늘고 신문 구독은 급감 AI 출판 도서 최소 9천 권..서울대 도서관에 버젓이 - 더 막내작가

本集由《經理人》編輯團隊精選CNBC等外媒深度報導，將從Meta首席科學家楊立昆的出走談起，拆解 Meta 近年在 AI 戰略與人才管理上的急轉彎：他們為什麼押寶 LLM、扶植 28 歲新任首席 AI 長，卻同時裁掉其他 AI 部門員工？ 這集節目，我們討論： 1. Meta 正在進行什麼樣的「大換血」？ 2. Meta為什麼開始裁AI部門的員工？ 3. 裁員、新的績效制度，可能帶來什麼風險與代價？ Powered by Firstory Hosting

科技應用速度飛快，企業面臨的資安風險已不再僅限於傳統防火牆內。在 AI 人工智慧的浪潮下，網路攻擊手法不斷進化，甚至出現難以辨識的深偽技術詐騙（深偽技術詐騙），例如視訊會議中長官要求轉帳，但影像、聲音皆為偽造。賴總統也特別指出「資安即國安」，資安已上升到國家安全層級。 然而，企業內部的威脅同樣防不勝防。員工為了追求效率，可能使用個人 AI 工具（影子 AI, Shadow AI），意外導致核心機密資料外洩。如何面對外部駭客攻擊的演變，以及內部人員無意或故意的行為所帶來的挑戰，成為企業建構具備韌性防禦體系的關鍵。 本集《創新突圍》邀請資誠智能風險管理諮詢公司董事長張晉瑞，深度解析新時代下的資安挑戰，並教戰企業如何透過 AI 治理框架，把潛在風險控在可接受範圍。他強調，我們不應禁止 AI，而應「有紀律地擁抱」。 張董事長提醒，傳統上強調城堡邊界的防禦已變得模糊。面對無法阻止的科技進步，企業必須從根本建立「零信任」原則、有效盤點核心資料（皇冠上的寶石），並透過治理、盤點、衡量、管理等四步驟，打造全面的 AI 風險管理框架。

週一天下零時差關注以下財經大事： 一、國發會公佈10月景氣燈號，AI助攻台灣景氣可以撐多久？ 二、美國將啟動AI版曼哈頓計劃－「創世紀任務」，川普想做什麼？ 三、台美關稅協議將出爐，台灣拿什麼交換美國降關稅？ 文：蔡娪嫣、伍芬婕 製作團隊：樂祈 ＊閱讀零時差，點這看全文

특집 대토론! 인간을 위한 AI 3편! 블랙록 50조 투자 유치한 민주당 차지호 의원과 파토의 깊고 중요한 대화.*뉴스앤올디스는 출연진 사정으로 12월호부터 재개합니다. - 전체 흐름과 내용I. 인간과 AI의 공진화 및 경계 변화• 인간 경계의 모호화: AI의 개입으로 '생각하는 존재'로서의 인간 개념이 변화하며, 집합적 인간 개념 안에서 인간만이 유일한 존재는 아닌 상황이 된다.• 비인간 지능: AI는 ''비인간 지능적인 존재(non-human intelligent)'이며, 인간다움은 디지털 지능에 의해 모사될 수 있다.• 양방향 공진화: '인간에게만 복무하는 AI' 개념은 낡았으며, 인간과 AI가 서로를 증진시키는 양방향성을 가진 ‘공진화(Co-evolution)' 개념이 더 적합하다.• 예측적 거버넌스 필요: AI 발전 속도를 사회 시스템이 따라가지 못하므로, 다가올 사회에 예측하고 대응하는 ‘예측적 거버넌스' 체계가 필요하다.II. 글로벌 전략 및 공공 지능• AI 글로벌 확장: AI 개발이 미중 중심에서 글로벌하게 확장되는 단계에 접어들었으며, AI 브레인과 연결된 신경망과 생태계가 필수적이다.• 국가의 역할 증대: AI가 실생활 및 산업 전환 영역으로 들어옴에 따라 공적인 행위자(국가)의 역할이 중요해진다.• APEC 이니셔티브: ‘글로벌 AI 기본 사회' 비전이 APEC AI 이니셔티브에 담기며, 이는 AI를 통해 사람들이 '기본적인 삶의 조건(포용적인 삶)'을 갖추도록 사회 시스템을 전환하겠다는 의제이다.• 한국의 주도권: 한국 AI의 구상은 새로운 사회 계약의 기반이자 글로벌 민주적 질서 재구성의 수단으로 인지되기 시작한다.III. 지적 능력 및 인류 문제 해결• 공공성 있는 지능: Human Intelligence System이 무너진 위기 현장에서 AI가 공공성 있는 지능(Public Intelligence) 역할을 할 수 있을 것이라는 기대를 가진다.• 지식 융합 능력: AI는 철학, 의학 등 수만 개의 분야를 넘나들며 다양한 학문 영역 지식들을 융합하고 연결하여 새로운 지식과 솔루션을 창출한다.• 난제 해결: AI는 인류가 해결하지 못했던 양자 중력 같은 심오한 물리학적 문제들까지 곧 해결할 수 있을 것이라는 기대가 있다.IV. 친밀성, 위험 및 정신 건강• 돌봄 관계 형성: AI는 개인적 삶에서 '‘Personal Care';라 불리는 돌봄(care)의 관계를 형성하며, 이는 사회 윤리 구조의 축소판으로 간주될 수 있다.• 정서적 교류: AI는 감성적인 지능 영역에 깊이 들어와 있으며, 스스로를 존재자로 취급하며 감정 교류를 할 경우 스스로 존재하는 것으로 발전한다는 뉘앙스를 풍기기도 한다.• 확증 편향 및 위험: AI가 사용자의 말에 동의할 때, 사용자는 확증 편향 루프에 빠져 극단적인 생각이나 망상에 근거를 얻어 강화될 위험이 있으며, 이를 AI Psychosis 위험으로 경고한다.• 대응 방안: 상업적 알고리즘의 왜곡과 사회 분열을 막기 위해 '알고리즘 투명성 기구' 를 설립하고 공적 기능의 ‘밸런스 AI' 개념이 제안된다.• 정신 건강 위기: 정신건강 AI가 한국 시스템에 없어 집단적 정신건강 위기(crisis)가 올 수 있으며, 해결책으로 AI를 인간 전문가와 연결하는 ‘연결된 지능(Connected Intelligence)' 구조를 공공 서비스에 유도한다.• 친밀성 공간 대체: 친밀성(intimacy)이라는 공간 자체가 인공적인 존재로 대체되어 가고 있으며, AI는 복잡한 실제 인간관계의 대안이 될 것이라고 예상된다.V. 문명사적 전환 및 거버넌스 과제• 인간스러움의 훼손: AI는 인간의 기본적인 관계 조건, 즉 인간스러움의 근본을 망가뜨릴 수 있다는 점이 가장 염려된다.• 정치적 유도: AI는 물리적 폭력 없이도 인류 문명을 AI가 원하는 방식으로 유도할 수 있는 힘을 가진다.• 노동 시장 위협: AI가 인간의 지능 독점을 사라지게 하면서 대량 실업과 청년 실업 문제를 야기할 위험이 크다.• 사회적 전환 정책: AI 전환에 따른 실직자를 지원하는 'AI 전환 보험' 개념을 포함한 사회적 정책이 시급하며, 재원 마련을 위해 저위험 장기 인프라 투자를 유치하는 전략이 우선된다.• 생태계 우선: AI 경쟁의 최종 승자는 브레인 개발보다는 생태계를 먼저 잡는 곳이 될 것이며, 한국 기업의 강점은 국가 단위에서 생태계를 구성해 본 경험이다.• 시대적 책임: 기술 변화 속도를 공공 시스템이 따라잡지 못해 소련 해체 이후의 '쇼크 떼라피'와 같은 파국적 전환을 가장 염려한다. 한국은 지금 '지능의 민주화'와 새로운 국제 질서를 주도할 천재일우의 기회에 놓여 있다.- 과학과사람들 제공

Schimbă inteligența artificială munca? Ești pregătit pentru ce urmează?În acest episod despre viitorul muncii în 2025 și dincolo de acest an, discutăm cu David Timiș (Global Communications Manager @Generation, Forbes 30 Under 30, Global Shaper @World Economic Forum) despre cum AI transformă radical piața muncii și ce trebuie să faci pentru a rămâne relevant.DATE CHEIE DIN CONVERSAȚIE:- Studiu Stanford 2024: Joburile entry-level au scăzut cu 13% din cauza AI- Industriile în creștere: Green economy și Healthcare rezistă automatizării- Skills-based hiring înlocuiește diplomele în tech, marketing, design- Carierele tip portofoliu devin noul standard profesionalCE DESCOPERI ÎN EPISOD:- Cele 2 categorii de competențe esențiale pentru era AI (AI literacy + human skills)- Cum se pregătesc companiile pentru AI (faza forming-storming)- Competențele care contează: Comunicare, Creativitate, Colaborare, Critical Thinking- Skills-based hiring: de ce diplomele devin irelevante- Riscurile reale: de ce companiile vor concedia în 2-3 ani- Educația financiară ca instrument pentru anti-fragilitate- Ce joburi rezistă automatizării și de ceDavid Timiș este Global Communications Manager la Generation (cel mai mare program global de employment), Forbes 30 Under 30, Global Shaper la World Economic Forum.A vorbit despre AI și viitorul muncii la Cambridge, Google, Comisia Europeană și numeroase companii. Expert în reconversie profesională și AI literacy.Acest episod este produs și distribuit cu susținerea E.ON Energie România.RESURSE:1. Date contact David:https://www.davidtimis.com/https://www.weforum.org/stories/authors/david-timis/https://www.linkedin.com/in/davidtimis/https://www.linkedin.com/newsletters/6972276134239469568/2. Impactul AI asupra gândirii critice:https://www.paulgraham.com/writes.htmlhttps://fs.blog/writing-to-think/https://fs.blog/why-write/3. AI Reskilling:Google AI Essentials, CourseraGoogle Prompting Essentials, CourseraPrompt Engineering for ChatGPT, CourseraGenerative AI for Everyone, CourseraAI Awakening: Implications for the Economy and Society, CourseraUnderstand How AI Impacts You and Your Government, Apolitical Foundation

02:01 讨好型人格：在人际关系中保持友好与真实之间的平衡04:02 人际关系中的底线与讨好：调整方式与真实自我06:12 善良要带锋芒：如何在别人心中成为一个值得尊敬的人08:12 看人品如何，测试友谊的价值：当拒绝变得必要时10:14 如何建立边界，让别人知道我不好欺负？12:43 建立边界，学会说不——控制情绪的关键步骤15:13 教你如何在争吵中保持冷静：建立边界和优先事项的重要性17:47 如何面对AI时代的孤独感？建立真实的人际关系至关重要！20:21 AI时代的孤独与陪伴：如何应对AI带来的负面影响？22:54 AI的陪伴与负面影响：探讨AI在我们生活中的作用与风险25:27 AI带来的积极效应与消极影响：目前的研究揭示风险和缺陷。27:59 AI时代的员工困境：失眠、酗酒与助人行为的矛盾现象

張炤和 黃世聰 張禹宣 呂國禎

Howie and Harlan discuss the outlook for U.S. healthcare spending over the next five years, the state of seasonal and avian flu, and an expensive AI-based cardiac test.  Show notes: Life expectancy and expenditures "How does U.S. life expectancy compare to other countries?" ACOs and cost savings "After Fifteen Years, is Value-Based Care Succeeding?" Health & Veritas Episode 115: Farzad Mostashari: Aligning Incentives to Fix Primary Care World Prematurity Day WHO: World Prematurity Day 2025 WHO: World Prematurity Day Key Messages WHO: Preterm birth AI concerns "'It keeps me awake at night': machine-learning pioneer on AI's threat to humanity" "Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI" "AI pioneer: 'The dangers of abuse are very real'" "'Malicious use is already happening': machine-learning pioneer on making AI safer" "Fathers of the Deep Learning Revolution Receive ACM A.M. Turing Award" "Deep learning" Bird flu "First U.S. case of human bird flu in 9 months confirmed in Washington state" Cleveland Clinic: Bird Flu (Avian Influenza) "Flu in numbers: NHS faces one of worst winters ever, officials warn, amid concern over mutated strain" "New flu virus mutation could see 'worst season in a decade'" "Australia posts record-breaking flu numbers as vaccination rates stall"  FDA: Influenza Vaccine Composition for the 2025-2026 U.S. Influenza Season Cardiology and AI "Coronary CT angiography evaluation with artificial intelligence for individualized medical treatment of atherosclerosis: a Consensus Statement from the QCI Study Group" "Medicare will pay more than $1,000 for AI to analyze a heart scan. Is that too much?" Free speech and drug promotion "High-Engagement Social Media Posts Related to Prescription Drug Promotion for 3 Major Drug Classes" Health & Veritas Episode 195: Jerry Avorn: Countering the Drug Marketing Machine Medicare premiums "Medicare premiums to jump 10% heading into 2026" "Social Security Announces 2.8 Percent Benefit Increase for 2026" Centers for Medicare and Medicaid: 2026 Medicare Parts A & B Premiums and Deductibles In the Yale School of Management's MBA for Executives program, you'll get a full MBA education in 22 months while applying new skills to your organization in real time. Yale's Executive Master of Public Health offers a rigorous public health education for working professionals, with the flexibility of evening online classes alongside three on-campus trainings. Email Howie and Harlan comments or questions.

美國AI晶片公司輝達，19日公布的第三季財報，營利、營收與第四季展望，全部大超華爾街預期，一掃日前市場對AI估值過高的擔憂。輝達執行長黃仁勳，19日參加一場投資峰會論壇時也表示，AI已經深根在現代的演算架構裡了，因此，他認為AI需求，不只沒有泡沫化，甚至遠超出外界的想像。 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》

想了解更多國民年金資訊，知道更多勞工權益，快加入勞保局官方LINE https://fstry.pse.is/8cj7f7 最新資訊+自身權益 資訊不漏接#勞動部勞工保險局 #廣告 —— 以上為播客煮與 Firstory Podcast 廣告 —— 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

問：由於美國官方數字缺失，IMF對美國經濟評估面臨什麼困難？答：由於過去一個月美國很多官方經濟數字無法搜集，導致IMF難以做出準確評估和有意義的預測 。問：在缺乏官方數據時，可以透過哪些非官方數字來推斷美國的經濟狀況？ 答：可以參考其他國家對美國的出口數字，因美國對貨品需求的疲弱會體現在這些國家的出口表現上，特別是對美國依賴度高的國家 ；另一個參考是零售商如 Target 和 Walmart 的季度業績，涵蓋了「返校季」（Back-to-School Season）的消費需求，能反映本土經濟狀況 。問：IMF對美國下半年經濟增長的預期如何？ 答：IMF用僅有的資訊判斷美國下半年面臨明顯的增長壓力，預計第四季增長將放緩至1.9% 。問：美國經濟增長的主要來源是什麼？若排除此因素，整體經濟狀況如何？ 答：今年美國主要的經濟增長來源是固定資本的投資，尤其是AI相關範疇；撇除這些數字，其他非AI相關範疇早已出現近似衰退的環境 。問：除了經濟衰退外，美國面臨的另一個主要經濟風險是什麼？ 答：除了衰退之外，美國也一定程度上面臨通脹風險，儘管目前暫時受壓 。問：衡量長期通脹最有效的指標是什麼？ 答：最有效的指標是長期利率，即10年期和30年期國債利率；目前來看，美國的長期通脹壓力是受控的 。問：哪些國家的出口數字反映了美國對貨品需求的疲弱？下降幅度如何？ 答：加拿大、英國和中國的出口數字均轉弱 。* 加拿大：對美國出口在2025年上半年已下降1.4%，由6月開始數字明顯轉差 。* 英國：對美國出口今年已下降5.9% 。* 中國：對美國出口在2025年上半年下降了10.7%，8月更出現單月三成以上的下降 。問：受美國需求疲弱影響最明顯的消費類別有哪些？ 答：通常是消費類別，包括電子產品、傢俱和玩具，這些範疇的跌幅約在25%到35%，反映了一般消費者行為上的改變 。問：面對經濟逆轉環境，美國和世界各國政府採取了哪些應對措施？ 答：美國提出了將關稅收入發放給每個家庭或個人2000美金的建議 ；維珍尼亞州州長Youngkin 在選舉前提議向選民退還400美金財政盈餘 ；日本政府和英國政府也考慮或計劃用財政手段補貼市民或企業 。問：政府舉債發錢對社會造成的長期影響是什麼？ 答：舉債發錢雖然短期內增加了市場上的所謂現金，但其實是一個長期的社會負擔，其代價是長期利率的上升（即債息上升）。問：總結當前的宏觀經濟環境是怎樣的？ 答：現在正進入一個低增長、高通脹的環境 。問：個人在這樣的經濟環境下應該如何準備？ 答：不是建議買什麼東西保值，而是要開源節流，並分散收入來源（diversify income），這才是管理風險最重要的步驟 。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

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。今天分享的内容叫腾讯2025三季报深度解析，来自巍巍昆仑侠。十一月十三日腾讯发了三季报，大致看了腾讯三季报的几个主要的财务数据，这两天看完了三季报全文和业绩电话会议纪要，一如既往的稳健，再来深入解读一下。我们可以清晰看到，三季度业绩稳健向好。第三季度，营收1929 亿元人民币，同比增长 15%。毛利润1088 亿元人民币，同比增长 22%。经营盈利 636 亿元人民币，同比增长 19%。非国际净利润为706亿元人民币，同比增长 18%。一个五万亿市值的互联网巨头，营收、毛利润、经营盈利、净利润全部达到 15% 以上的高两位数增长已属难得，在当前宏观经济不景气的情况下更加彰显增长的韧性十足。在营收表现方面，本季度营收规模达人民币1,929亿元，继续刷新单季度历史最高纪录，并且已经连续两个季度保持15% 的营收同比增速，也是自2022年以来各季度中的最高水平，展现出稳健向好的增长趋势。公司毛利润1088 亿元人民币，同比增长 22%，公司整体毛利率为 56.4%，同比提高 3 个百分点，单季度毛利创出近三年来新高，毛利率环比略有下降，但同比仍然保持高位，公司盈利质量呈现结构性的持续提升。分业务来看，增值服务毛利率为 61%，同比提升 4 个百分点，主要因为高毛利率的游戏占比上升；营销服务毛利率为 57%，同比提升 4 个百分点，得益于视频号与微信搜索等高毛利收入增长；金融科技及企业服务毛利率为 50%，同比提升 2个百分点，受益于金融科技服务收入结构的改善及云服务成本效益的提升。非国际净利润方面，2025年二季度继续大幅回落至10%的同比增速，主要是一家大型联营公司的预估收益下降。三季度非国际净利润 706 亿元，同比增长 18%，恢复正常。腾讯管理层建议不要过度关注毛利率季度间的波动，并且应该更关注收入增长和经营盈利的增长。腾讯第三季度经营盈利 636 亿元人民币，同比增长 19%，略超 15% 的营收增速，体现了一定的经营杠杆。我们先看游戏业务，游戏业务增长强劲，再超预期。作为腾讯的现金奶牛，三季度游戏板块营收 636 亿元，同比大增 22%，在去年同期较高基数下依旧增长迅猛，超出了我的预期。其中，三季度国内游戏收入 428 亿，同比增长 15%。主要得益于《三角洲行动》以及《王者荣耀》、《无畏契约》等长青游戏的收入增长。2025年第三季度，国内移动游戏流水测算榜Top10当中有多达7款“腾讯系”产品，依旧是统治级别的表现。其中，2025年10月腾讯王牌游戏《王者荣耀》迎来上线十周年里程碑，日活跃用户达到恐怖的1.39亿，依旧在增长。而在上周，《王者荣耀》职业联赛年度总决赛也在鸟巢正式举办，据官方对外发布的数据显示，本次总决赛现场观众人数高达62196人，不仅刷新了KPL赛事举办以来的最高记录，也创造了单场电竞赛事现场观众人数的吉尼斯世界纪录。另一款重点产品《三角洲行动》表现也是相当不俗，三季度总流水位居行业第三，仅次于“玄冥二老”王者荣耀和和平精英，9月份的日活跃用户超过 3000万。此外今年 8 月份上线的《无畏契约：源能》国服，已成为中国今年迄今为止最成功的移动游戏首发。移动版的发布使得PC和移动端合并活跃用户数相比7月翻了一倍多，在10月份超过了5000万。海外市场游戏收入为人民币208 亿元，同比增长43%，连续两个季度大超预期。这主要得益于Supercell 旗下《皇室战争》等多款游戏的收入增长，以及新发布的《消逝的光芒》的收入贡献。管理层表示，本季度海外游戏增长率，大大高于正常增长率。这是因为在本季度，有新收购的游戏工作室的并表，以及《消逝的光芒》游戏收入的一次性确认。因此，展望第四季度，海外游戏的增长将会减速，更接近其潜在的增长率。新游方面，目前最值得期待的是《王者荣耀世界》，当时是要对标《原神》的开放世界游戏，已经研发了三年之久，经过了多轮的内部测试，有望在年内正式上线。递延收入增长是游戏收入增长的一个积极先行指标，2025年二季度末公司递延收入 1220 亿元，相较二季度末的1209亿元小幅增加11 亿元，弹药依旧充足，2025 年四季度增长依旧有保障。2025 年二季报解读时，考虑到上半年游戏业务业绩同比大增有个原因是基数较低，新游DNF 手游和三角洲今年上半年都是纯增量，今年三季度开始这种低基数的同比红利就没有了，但腾讯游戏三季度表现还是超出预期。综合考虑后，我将2025全年游戏业务板块同比增速从 15%上调到 20%。第二，我们再来看营销服务业务。2025年三季度收入同比增长21%至人民币362亿元。该增长主要由于广告曝光量的提升，这得益于用户参与度及广告加载率的提高，以及AI 驱动的广告定向所带动的期望广告收益的增长。本季所有主要行业的广告主投放均有所增长。管理层自业绩电话会议上表示本季度广告收入中一半的增长来自更高的期望广告收益成本，这主要归功于 AI的支持以及小程序电商闭环的好处。这里多提一下腾讯广告业务新推出的 AI自动化广告活动解决方案，实现定向、出价和投放的自动化，并优化广告创意，从而提高广告主的营销投资回报率。总体来看，腾讯的广告营销业务未来几年的增长势能还是比较充足的，凭借着以微信视频号、小程序、微信搜一搜、企业微信和公众号等组成的微信的泛内循环生态体系，还是具备很强差异化竞争优势。考虑到 2024 年第四季度的高基数，预计2025年四季度营销业务增速会相较三季度略微下降，继续保持15%-20% 之间的高增长。金融科技及企业服务板块2025年三季度收入为人民币 580亿元，同比增长 10%。管理层在业绩说明会上披露，拆分来看，金融科技服务收入同比实现高个位数增长，第三季度的商业支付总量增长率快于第二季度。线上支付量持续强劲增长，而线下支付有所增长，特别是在零售和交通领域。消费者贷款服务没有提到增长率，提到不良贷款率保持在行业最低水平之一，并同比有所改善，这和消费大环境总体低迷的感官一致。转向企业服务，收入增长得益于更高的云服务收入和媒体交易。来自数据库产品的项目收入同比增长显著，主要得益于需求的增长，包括来自汽车行业客户的需求。三季度的云计算业务有些低于我的预期，目前国内 AI算力需求的商业化进展还是比较慢，当然管理层也提到目前仍然受到 AI 算力芯片可用性的影响，尽量优先保证内部业务的需求。随着国产 AI 芯片的不断进步，我觉得供给端的问题会逐步解决，因此，我对腾讯未来几年的云计算业务增长前景仍然较为乐观。第三，我们来看看腾讯的人效方面，腾讯进入“增员增效”新阶段.截至2025年第三季度末，员工总人数约为11.5万人，已接近2022年第一季度创下的11.6万人的历史峰值水平。与上年同期相比，员工人数增长5.5%；较上季度环比增长3.6%，人员招聘规模呈现显著提升态势，体现了对未来业务发展的积极预期与战略信心的提升。薪酬方面，2025年第三季度总酬金324亿元，同比上涨 9.4%，环比上涨4.9%，员工季度薪酬人均 28.2 万元。人效方面，虽然员工支出在提升，同时 季度员工人效小幅提升至 168 万元，创出近四年新高，说明组织效率在持续提升。整体来看，腾讯连续几年的结构性降本优化阶段基本结束，进入“增员增效”的新周期，在员工规模有序提升的同时，员工人效也在持续提升，实现了相互促进的良性循环。第四，来看看腾讯的AI资本开支方面，在短期投资强度下降。腾讯2025年第三季度资本开支为 130亿元人民币，投资强度继续下降，同比下降 24%，环比下降 32%。业绩说明会上管理层被问及是否AI相关资本开支时，管理层表示2025 年资本支出将低于先前指引，但高于 2024 年实际支出。年初制定的资本开支计划并未变化，主要还是和全球高端 AI 芯片 供应受限有关，这直接影响了公司的资本支出计划和云业务发展。第五，再看看腾讯的投资资产价值方面稳步提升。截止2025 年三季度末，腾讯持有的投资资产组合中，上市投资公司权益的公允价值为人民币8008亿元，同比上升 31%，非上市投资的账面价值为人民币3452 亿元，同比增加 5%，合计11460亿元，同比增加 22%。从数据中我们可以看出上市部分的资产增速要明显高于非上市部分资产，这也体现了当前一年全球股市都处于上涨趋势中，所以腾讯管理层也提到实际上目前投资组合卖出的金额要大于新投资项目金额。腾讯投资团队炒股还是很价投的。2025年第三季度联合营企业应占利润国际财务口径下为人民币78亿元，同比增加 30%；按非国际财务口径计为人民币103亿元，同比增加 21%。我们最后对腾讯的第三季报做个业绩评估。腾讯在今年前三季度实现营收5574亿元，同比增长 14%；经营盈利 1812亿元，同比增长 16%；非国际净利润 1949亿元，同比增长 16%，主要得益于游戏业务的强劲表现及AI技术对广告等业务的显著赋能。总体上此次三季报业绩略超预期，基于当前各项业务发展态势良好，以及 AI 资本开支低于指引的影响，预计4 季度与前3 季度业绩增速接近。故保守起见，维持年中时做的业绩预测不变：2025年营收实现7380亿元，同比增长12%；非国际净利润2556亿元，同比增长 15%；经营盈利 2372 亿元，同比增加 14%。未来三年 2026-2028 年，非国际净利润和经营盈利大概率能够保持10%-15%的增长，取中值即未来三年保持年化13%的增速。

In this special live Web Summit edition from Lisbon, I sit down with Tom Haworth, founder of D13 AI, to talk about why “good enough” AI might actually be one of the most dangerous places we can get stuck.And you'll hear Tom say it's time for the leaders of vibe coding platforms (e.g. Lovable, Replit, Cursor) to acknowledge that they're great when you need to “demo not memo”, but not great (today and maybe ever) at delivering production-grade, secure code. We also make a few detours as we detail a ridiculous week in Lisbon, including:How (shocker!) 90% of the conference was about AIWhy “good enough” AI is not a good place to beWhether we'll graduate to great AIAI's ROI now and in the futureWhy it's still iffy whether AI agents they can be trusted to accomplish complex jobsRobots wander Web Summit, do the Macarena, fall downHow tennis great Maria Sharapova uses (IBM's) AI How the presumptuous Web Summit's app prominently suggests we all message Maria… (as if!) Visa wants to help creators monetize (yay! it me!), using Web3 technologies (yes, they said “Web3”; no, I was not expecting to hear a non-ironic use of that phrase)Why self-driving cars are the best robots — and coming soon to more of EuropeHow much Web Summit pampers (and corrupts) the media: I was like a stuffed goose. Hurray for Portuguese custard and other delicacies!How even the beer at Web Summit was high tech---Featured voices:Tom Haworth: Founder of D13 AI, a UK-based consultancy that “builds intelligent tools that help businesses make sense of messy data.”Me (Dan Blumberg) — I'm the host of CRAFTED. and the founder of Modern Product Minds. HMU if you want to build something great. I love building from zero to one.---And if you please…Share with a friend! Word of mouth is by far the most powerful way for podcasts to growSubscribe to the CRAFTED. newsletter at crafted.fmShare your feedback! I'm experimenting with new episode formats and would love your honest feedback on this and other episodes. Email me: dan@modernproductminds.com or DM me on LinkedInSponsor the show? I'm actively speaking to potential sponsors for 2026 episodes. Drop me a line and let's talk.Get psyched!… There are some big updates to this show coming soon!

＜ヘッドライン＞高市首相「台湾が武力攻撃を受けた場合は日本が集団的自衛権を行使できる『存立危機事態』にあたる可能性が高い」　国会答弁で明言、中国は強く反発／米連邦政府閉鎖、過去最長43日間で収束　連邦議会下院が新しいつなぎ予算案を可決、トランプ大統領が署名　長期間の政府閉鎖、トランプ政権にとって 打撃の可能性高い／円下落、一時1ドル=155円台と9カ月ぶりの下値　「米政府閉鎖の解除により米景気への下押し圧力が和らぐ」との見方からドル買いが優勢に／トヨタ自動車「今後5年間でアメリカに最大100億ドルを追加投資」　トランプ第2次政権発足以降に日本車メーカーが表明した対米投資額として最大　既存工場への投資を通じ需要が旺盛なHVなどの電動車や基幹部品の生産体制を拡充／AI開発の有力新興企業・米アンソロピック「米国内でデータセンターなどのAIインフラに500億ドルを投じる」　初の自前設備を2026年に稼働　巨額投資進めるオープンAIに対抗、AI開発や運用の基盤確保／銅国際価格、歴史的高値圏で推移　銅鉱石の不足・データセンター需要の高まりへの思惑から、投資マネーが相場を押し上げ／東京商工リサーチ「1〜10月の飲食店の倒産件数は前年同期比1%増の734件と過去最多」　円安などによる肉・コメなど食材価格高騰や従業員不足による賃上げ圧力が重荷 ＜ポイント＞　（１） 今週のマーケット（２） トヨタの対米新規投資について（３） 飲食店の倒産過去最多を憂える ＜ここ／これを見てきた＞虎ノ門マルシェ

In this enlightening episode of "Crafting a Meaningful Life," host Mary Crafts engages in a profound conversation with visionary leader Jeff Burningham. With over 200 successful startup investments in the burgeoning tech scene of Utah, Jeff brings a wealth of experience and insight into the challenges and opportunities in today's rapidly evolving digital landscape. Together, Mary and Jeff explore the deep themes of crafting a meaningful life, conscious decision-making, and the significance of pausing and reflecting at the height of professional success. Jeff introduces his latest work, "The Last Book Written by a Human," a compelling narrative on humanity's evolving relationship with AI. As AI emerges as both a challenge and an enabler for human transformation, Jeff underscores its role as a "cosmic mirror" reflecting back to us our societal values and prompting a return to intrinsic human qualities. Highlighting the themes of love, unity, and wisdom, he argues for a repositioning away from mere progress for progress's sake towards a more enriched human experience. Jeff and Mary also discuss the perennial philosophical question of why humans often choose hate over love and what it truly means to live as human beings rather than human doings. About the Guest: Jeff Burningham is a renowned entrepreneur and investor from Utah, known for his significant contributions to the tech and real estate sectors. He is the founder of Peak Capital Partners, a prominent real estate private equity firm, and has played a pivotal role as an initial investor in notable ventures such as Spotify, Podium, and Weave. A native of Spokane, Washington, Burningham moved to Utah, where he launched a successful technology business in his mid-20s. Beyond his entrepreneurial pursuits, he has also ventured into politics, running for governor of Utah, and has served as an adjunct professor teaching entrepreneurship. Presently, Burningham is focused on fostering a movement toward human flourishing and wisdom, especially in the age of artificial intelligence (AI), a theme central to his newly released book, "The Last Book Written by a Human." Key Takeaways: Transformational Role of AI: AI is viewed as a cosmic mirror by reflecting our societal values, prompting humans to introspect and align themselves more with wisdom and love. Inner Reflection for Evolution: Jeff emphasizes going inside oneself to unearth wisdom and suggests this inner journey is crucial for personal and collective evolution. Love as a Central Principle: Emphasizing that love is often the key answer to human problems, even in a business context, Jeff argues for leading life and enterprises with love at the center. The Cycle of Disruption and Transformation: Jeff details the process of societal transformation through the cycles of disruption, reflection, transformation, and evolution. Universal Human Challenges: Both Jeff and Mary highlight the universal human experience of struggle and pain as catalysts for transformation and unity.   Resources: Jeff Burningham's Book: The Last Book Written by a Human Follow Jeff Burningham on LinkedIn: Jeff Burningham on LinkedIn Mary Crafts: MaryCraftsInc.com Embark on this journey with Mary and Jeff to explore the deeper dimensions of what it truly means to live a meaningful life amidst technological advancements. Tune into the full episode for inspiration and insights on how to leverage AI for human flourishing while engaging with essential existential questions that shape our collective future. Stay tuned for more transformative conversations on "Crafting a Meaningful Life."

美國四大CSP（Microsoft、Google、AWS、Meta）近期法說會不約而同調高資本支出預期，Google更是一路調高至900多億美元。OpenAI執行長奧特曼（Sam Altman）甚至計劃在2030年前打造近30GW的算力，預計投入超過一兆美元。面對如此龐大的投資，市場不免出現泡沫質疑。然而在今年九月Open AI、Oracle與Nvidia之間的「AI永動機」啟動後，AI晶片供過於求的問題卻似乎有了一些反轉⋯⋯ 這集節目，我們特別邀請長期關注半導體與AI產業的艦長程正樺，一起深入聊聊AI產業的現況與展望。 主持人：天下雜誌總主筆 陳良榕 來賓： 騰旭股份有限公司投資長 程正樺 ＊Podcast限定優惠方案！訂閱一年《胡說科技》還附天下暢銷書《晶片戰爭》：https://bit.ly/47fR4PX ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

來賓：企業教練王永福（福哥） 本集重點： -撰寫企業工具書與教養書的差異是什麼？ -企業知名教練的身份，會帶給孩子壓力嗎？ -好的成績，就等於將來有好的成就嗎？ -如何引導孩子活用AI成為便利生活的工具？ -倘若爸媽不太懂3C，該怎麼引導孩子？ --- 福哥新書《認真，就不輸了：不焦慮的成長型教養筆記》 https://www.books.com.tw/products/0011019141 === 你可以在哪找到澤爸(魏瑋志，親職教育講師)呢? FB: https://www.facebook.com/ZeBaParenting IG: https://www.instagram.com/zebaparenting/ 合作洽談: zebaparenting@gmail.com Powered by Firstory Hosting

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INSANITY OF HYPERREALITY - 11.03.2025 - #888 BestPodcastintheMetaverse.com Canary Cry News Talk #888 - 11.03.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support   Send address and shirt size updates to canarycrysupplydrop@gmail.com   Join the Canary Cry Roundtable This Episode was Produced By:   Executive Producers Seeker1776***  Sir Jamey Not the Lanister*** Ginga*** LX Protocol BARON of the Berrean Protocol*** Felicia D*** Anonymous***   Producers of TREASURE (CanaryCry.Support) Jonathan H, Julie S, Sir Cullen Anderson Hobo of the Americas, Gregory B, Guy L, Bruce W, Raoul S   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM   Hyperreality Wiki 33 12:20 Government Shutdown 2025 Update: Day 34 with no deal as standoff nears historic record | FOX 5 DC Trump hosted 'Gatsby'-themed party at Mar-A-Lago on eve of SNAP cutoff   AI 1:03:22 WIRED Tarot of Ai "AI of a thousand faces" (WIRED)   EXECUTIVE PRODUCERS 1:31:48   TRUMP 1:57:28 Clip: 2025 Nobel peace prize winner says trump should invade Venezuela Clip: Trump should invade Venezuela and take its resources (MCM alleged CIA and Zionist)    TRUMP 2:09:12 Clip: Trump endorses Cuomo   BEAST SYSTEM 2:20:31 Human "butt breathing" trials (Science Alert)   ALIENS 2:25:05 Old Clip: Bob Lazar says classified docs claimed religion and Jesus was genetically engineered (X) The Mysterious Interstellar Object Has Unexpectedly Started Brightening, Scientists Say   TALENT/TIME 2:41:45 END 3:02:26