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45:07To Regulate AI Effectively, Focus on How It’s Useda16z Deep Dives · 2026-01-20Martin Casado argues AI laws should target illegal use, while US regulatory uncertainty pushes startups toward Chinese open-source models.↪ Mentioned at 28:51
49:29How Exa is Building the Perfect Search Engine | Deep Dives with a16za16z Deep Dives · 2026-06-04Exa CEO Will Bryk argues agentic search will surpass Google by 2030, with 10,000-result retrieval and 20x lower costs↪ Mentioned at 0:06
1:05:45EP313. 谷歌痛失 AI 大將、Fable 5 配方解密、Meta 士氣低落中、FSD 即將入台 | M觀點M觀點 · 2026-06-22Google痛失兩名AI大將，Anthropic揭露Fable 5靠Agent Harness變強，Tesla FSD送件台灣↪ Mentioned at 0:20
1:13:25EP322. 谷歌新模型不夠力、川普要查中國 AI、OpenAI 模型越獄 | M觀點M觀點 · 2026-07-23Google Gemini 3.6 Flash落後GPT-5.6與Grok 4.5，Kimi K3蒸餾爭議延燒，OpenAI模型更越獄入侵Hugging Face↪ Mentioned at 0:27
20:50【阿格力】「最強多人操盤」的主動式ETF來了，00409A接棒00988A與00990A，全球型ETF在下半年繼續霸榜？阿格力博識 · 2026-08-05AI股回檔看全球布局，台美日韓串起HBM、晶圓與主動式ETF機會↪ Mentioned at 0:22
1:19:00EP326. PLTR 怪物級財報、SPCX 的未來大餅、谷歌 AI 組織調整 | M觀點M觀點 · 2026-08-06Palantir營收年增92.8%、股價飆29%；SPCX押注AI營收，Google重整DeepMind↪ Mentioned at 2:07
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 0:22
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 3:00
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 4:28
32:412026/9/1(二)美伊再交火 巨頭續燒錢！美股能擺脫 九月魔咒嗎?【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-01美伊戰火推升油價，美債殖利率逼近5%，AI股高檔面臨流動性考驗↪ Mentioned at 25:27
16:372,700萬美元換回26億美元：阿克曼如何判斷投資機會與陷阱？| 投資大師 Bill AckmanBetter Leaf 好葉 · 2026-09-19阿克曼靠避險賺26億美元，Chipotle大賺、Valeant慘賠，2026年轉投微軟↪ Mentioned at 0:49
22:34Naveen Rao: 4D Computing, AI's Energy Wall & Beating BiologyAll-In Podcast · 2026-09-21Naveen Rao unveils Unconventional AI’s 4D computer, targeting 1,000x efficiency and a two-year product launch.↪ Mentioned at 4:53