concept
AI
19:01股市暴跌，無人消費：AI贏了，但白領消失了？！《全球智能危機》Better Leaf 好葉 · 2026-03-05《2028年全球智能危機》警告AI裁員、13兆美元房貸與SaaS死亡螺旋將重塑經濟↪ Mentioned at 0:26
1:11:15AI Copilots Are a Dead End. Here's What Actually Works | Kavak CEOa16z Deep Dives · 2026-03-05Kavak uses AI agents for 90–95% of customer interactions after a flat 2023, then grows four times.↪ Mentioned at 0:18
17:255個看似負責任，卻使你默默變窮的理財習慣！第4個最多人中招，你也中了嗎？Better Leaf 好葉 · 2026-03-11好葉拆解5種過時財務習慣，從通膨、好債到薪資與資產，教你升級致富思維↪ Mentioned at 8:18
36:41Are Tariffs Fueling the AI Race? | Deep Dives with a16za16z Deep Dives · 2026-03-18Jacob Helberg outlines America’s AI race strategy: superior models, global market share, secure supply chains, and tariffs.↪ Mentioned at 0:09
18:13停滯性通膨要來了？失業上升、物價飛漲、利率不降：普通人最危險的時刻到了Better Leaf 好葉 · 2026-03-21美國非農減少9.2萬人、CPI仍升2.4%，高利率與AI裁員恐引發停滯性通膨↪ Mentioned at 1:26
33:10Inside The Industry That Powers Every Business In America | Deep Dives with a16za16z Deep Dives · 2026-04-01Treeline’s Peter Doyle targets the $100B MSP market with humans, automation, and AI—not pure-play SaaS.↪ Mentioned at 0:00
48:11AI, Data Centers, and the Infrastructure Needed to Power Them | a16za16z Deep Dives · 2026-03-31Radiant targets 1MW portable reactors, while Heron Link modernizes the grid with 5MW solid-state power conversion.↪ Mentioned at 0:29
59:14The Next Wave of AI Companies in Latin America | Tako Founder on The a16z Showa16z Deep Dives · 2026-04-15Sebastian Mejia explains Rappi’s rise and Tako’s AI plan for Brazil’s $20–30B labor complexity.↪ Mentioned at 1:16
48:51Why Physical AI Is the Next Big Opportunity | Deep Dives with a16za16z Deep Dives · 2026-04-23Diode Computers targets fully automated PCBs in two years while Unlimited Industries aims to automate construction within a decade.↪ Mentioned at 0:27
16:22傳統的「慢慢變富」早就過時了！解密「新慢富思維」：一套讓你一邊變富一邊享受人生的理財策略 | 好葉Better Leaf 好葉 · 2026-05-16好葉拆解慢富盲點，主張50%生活、20%投資、20%體驗並善用AI試錯↪ Mentioned at 13:32
36:14Rebuilding Global Banking With Stablecoins and AI | Deep Dives with Jeeves CEOa16z Deep Dives · 2026-05-28Jeeves scales LatAm banking with stablecoins and AI, growing revenue 10x and volume 8x with 140 employees.↪ Mentioned at 0:15
50:16Why AI Agents Need Context | Deep Dives with a16za16z Deep Dives · 2026-06-02Fivetran’s George Fraser says AI agents need centralized data, while SAP API lockouts and the SaaS apocalypse threat remain overblown.↪ Mentioned at 0:01
1:40:40EP311. Anthropic 作繭自縛、SPCX 風光上市、AI 時代電商怎麼做 | M觀點M觀點 · 2026-06-15Anthropic 因 Claude 5 越獄遭美國禁用，SpaceX 上市市值衝破 2.1 兆美元↪ Mentioned at 1:02
48:08Building Enduring Companies Outside Silicon Valley | Santiago Suárez of Addia16z Deep Dives · 2026-06-17Addi serves 3 million consumers with 200+ AI agents while scaling financial inclusion from Bogotá.↪ Mentioned at 1:58
52:48How AI Will Rewire Consumer Internet | Deep Dives with a16za16z Deep Dives · 2026-06-23Josh Elman predicts consumer AI will surpass productivity, with Siri, ChatGPT, Robinhood, and TikTok illustrating retention-driven growth.↪ Mentioned at 0:00
41:08The Case for AI That Improves Itself | Deep Dives with a16za16z Deep Dives · 2026-06-24Mirendil founders propose self-accelerating AI to cut frontier labs from 200 researchers to 1 and accelerate science.↪ Mentioned at 0:00
1:51:45EP314. iPhone 要漲價了、SpaceX 如何估值、瓦基教大家用 AI | M觀點M觀點 · 2026-06-25蘋果 iPhone 18 擬漲至 1,399 美元，SpaceX 合理估值僅 1.05 兆美元↪ Mentioned at 1:28
52:15EP315. GPT-5.6 限定推出、蘋果漲價被罵翻、Meta 新智能眼鏡 | M觀點M觀點 · 2026-06-29GPT-5.6限量預覽擊敗Claude Mythos，蘋果MacBook Neo漲價3000元引發爭議↪ Mentioned at 0:21
1:09:15EP316. Claude Sonnet 5、Meta 也要賣算力、PLTR 合作 NVDA | M觀點M觀點 · 2026-07-02Anthropic 推出 Claude Sonnet 5，Meta 評估出租 GPU，Palantir 與 NVIDIA 搶攻企業私有 AI↪ Mentioned at 1:02
53:32EP317. 特斯拉第二季大賣 + 企業 AI 論戰延燒 | M觀點M觀點 · 2026-07-06特斯拉Q2交車48萬台創新高，Palantir獲微軟與橋水AI案例力挺↪ Mentioned at 1:58
1:13:25EP323. Opus 5 正式發表、星艦第十三飛達標、開放模型的公開信 | M觀點M觀點 · 2026-07-27Claude Opus 5成本降26%、Starship Flight 13完成九成任務，輝達等50家力挺開放權重模型↪ Mentioned at 2:39
57:07Jeff Dean: The 1% Rule for Building in AIY Combinator · 2026-07-30Jeff Dean links Google Search, TPUs, Gemini agents, and founder strategy to 1,000x energy gaps and 0%-success niches.↪ Mentioned at 0:11
31:00Patrick Collison: Is AI Breaking the Lean Startup Playbook?Y Combinator · 2026-07-31Patrick Collison says Stripe took two years to launch, while Stripe data shows AI-era startups nearly doubled year over year.↪ Mentioned at 1:52
49:24Waymo Co-CEO Dmitri Dolgov: The Demo Is Only 1% Of The WorkY Combinator · 2026-08-03Waymo’s demo took 18 months, its product 15 years, now reaching 17× human safety across 220 million autonomous miles.↪ Mentioned at 0:11
42:08Garry Tan: Own Your IntelligenceY Combinator · 2026-08-06Garry Tan argues personal AGI, G Brain, and Markdown skills let one founder achieve 400x leverage while owning their intelligence.↪ Mentioned at 0:11
41:53Peter Steinberger: "Fun Is Velocity"Y Combinator · 2026-08-10OpenClaw grew from a WhatsApp relay into a 4.7-million-download open-source storm—and taught Peter Steinberger that fun drives velocity.↪ Mentioned at 1:13
15:36【阿格力】房地產暴利時代結束，為何投資股市完勝房市？賣房重稅還要付仲介費，聰明人寧願買台灣五十（0050、006208）！ft. 摩根台股科技基金阿格力博識 · 2026-08-07新青安3.0設總價與排富門檻，林口房賺92萬，主持人認為AI股市勝過投資房產↪ Mentioned at 4:56
1:05:05EP327. 谷歌會放棄模型嗎、我低估了 SPCX、美股來到歷史新高 | M觀點M觀點 · 2026-08-10Google不放棄前沿模型，SpaceX估值上修至1.4兆美元，美股S&P 500創新高↪ Mentioned at 0:27
22:13Datadog CISO on Securing AI Agents at Scale | Deep Dives with a16za16z Deep Dives · 2026-08-11Datadog expands AI from 50 Cursor licenses to 4,000 engineers, securing agents with MCP servers and an intent judge↪ Mentioned at 0:01
35:512026/8/19(三)債市風暴 撿便宜時刻?美中爭霸燒錢戰 Al時代只能二選一？【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-19美債殖利率飆升、AI巨頭搶錢，伊朗戰事與中國模型加劇科技股估值壓力↪ Mentioned at 2:42
33:192026/8/18(二)美股買盤停止追高 散戶等回檔?台灣游資氾濫 普發成常態?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-18美伊談判破局推升布蘭特油價破90美元，AI融資與台灣8.4兆超額儲蓄牽動資金流↪ Mentioned at 1:53
31:052026/8/20(四)貝森特護盤!美債有救了?巨頭燒錢換市佔 利息拖垮經濟?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-20貝森特加倍回購美債穩流動性，AI債務4890億與伊朗經濟戰牽動市場↪ Mentioned at 4:17
24:41How Microsoft is Adapting to the AI Eraa16z Deep Dives · 2026-08-21Microsoft’s Aaron Zollman explains securing OpenClaw agents, AI-driven patching, and the CISO’s shift from blocker to enabler.↪ Mentioned at 0:00
57:55EP330. 輝達 GPU 要漲價、中國機器人跑很快、特斯拉新消息更新 | M觀點M觀點 · 2026-08-24輝達GPU喊漲15%，中國機器人百米破博爾特，特斯拉更新Cybercab與Optimus進度↪ Mentioned at 2:20
24:42晶片小到「看不見」怎麼製造？一個微小缺陷就讓晶片報廢！蔡司如何替半導體找出真兇？曲博科技教室 Dr. J Class · 2026-08-21蔡司以EUV光學、High NA 0.55與3D X光檢測，支撐AI晶片先進製程與封裝良率↪ Mentioned at 8:47
37:482026/8/21(五)巨頭搶錢 誰來接美債?AI是革命or下一場債務危機?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-21美債突破40兆美元、殖利率反彈，AI民調與中國模型市占揭示新博弈↪ Mentioned at 10:07
33:482026/8/25(二)輝達連七黑 領頭羊動搖 ?經濟諾曼第行動 通膨撐得住?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-25輝達財報前連跌七天，台股第二隻腳浮現；台灣外銷訂單年增61.9%↪ Mentioned at 12:19
35:192026/8/26(三)美債回購能 救川普選情?日本缺工 歐洲缺膽 誰能突圍?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-26輝達財報前美股止跌，40兆美元美債、日本升息與法國赤字同步施壓全球市場↪ Mentioned at 1:45
32:252026/8/27(四)輝達財報再超標!追高意願低?美股為何原地踏步?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-27英偉達營收年增106%、資料中心占92%，AI需求強勁但表外承諾與資料中心延誤成最大風險↪ Mentioned at 1:49
38:182026/8/28(五)輝達救美股 華許救美債?台灣景氣連八紅 台灣人終於有感?【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-28輝達市值暴增4,420億美元，台灣景氣連8紅、央行升息壓力升高↪ Mentioned at 9:47
34:112026/8/31(一)華許放鷹 升息躲得掉?高利率越久 美債美股 誰先撐不住？【早晨財經速解讀】游庭皓的財經皓角 · 2026-08-31聯準會華許放鷹，9月升息機率升至60%，美債40兆美元與AI通膨成市場壓力↪ Mentioned at 6:39
1:04:25EP332. 聯準會九月升息嗎、Waymo 嗆聲特斯拉、OpenAI 斷供對手 | M觀點M觀點 · 2026-08-31聯準會九月升息機率僅兩成，Waymo嗆特斯拉與OpenAI斷供Cursor被批意氣用事↪ Mentioned at 0:55
33:342026/9/2(三)高利率炸彈 AI還能撐?亞洲AI行情 迎來大考驗?【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-02油價逼近95美元推高殖利率，台日韓卻因AI投資沉沒成本持續加碼↪ Mentioned at 3:18
21:25Paul Graham On Startups, Ambition, and Great FoundersY Combinator · 2026-09-03Paul Graham says formidable founders beat fear, ship fast, and turn ambitious ideas into trillion-dollar companies.↪ Mentioned at 0:00
1:10:15EP333. Fable 5.1 霸氣登場、全美掀反資料中心浪潮、Tim Cook 時代落幕｜M觀點M觀點 · 2026-09-03Anthropic Fable 5.1以66分登頂，AI資料中心遭75%居民反對，Tim Cook交棒蘋果↪ Mentioned at 0:15
57:16Open Models Change The Economics of AIY Combinator · 2026-09-04Ollama sees open models capture 80–90% of enterprise tokens as usage rises 150x↪ Mentioned at 0:00
36:392026/9/4(五)沒人接盤 債市要變天?2027兆元帳單來了 美股內部出現裂痕?【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-04AI算力付款潮明年引爆，OpenAI承諾7,500億美元資本支出，台灣壽險還面臨美元貶值風險↪ Mentioned at 1:31
32:232026/9/7(一)非農超強 美債失守 AI股卻悄悄轉多?美股Q4還有戲?【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-07非農增16.2萬推升升息押注，AI與費半分歧、台股大漲580點↪ Mentioned at 2:11
28:17【阿格力】賞屋完秒下訂！竹北正核心宅過馬路大遠百，60米林蔭大道第一排，「昌益御邸-光明之心」讓AI投資大神艦長都忍不住買了一戶。阿格力博識 · 2026-09-09程正樺買昌益御邸，鎖定竹北光明六路、37坪低總價戶型↪ Mentioned at 2:38
34:162026/9/8(二)亞幣大升值 錢往亞洲跑 外資回補潮?台灣擴廠潮 游資擋不住!【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-08亞幣升值帶動外資回補，台股距歷史新高僅770點，AI出口卻讓台灣超額儲蓄達8.46兆元↪ Mentioned at 17:18