topic
Meta
44:15Inferact: Building the Infrastructure That Runs Modern AIa16z Deep Dives · 2026-01-22Inferact founders explain vLLM’s rise, 500,000-GPU scale, and a universal open-source inference layer↪ Mentioned at 2:00
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 1:13
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 1:17
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 0:46
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 52:37
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 11:36
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 25:51
1:35:30EP335. 蘋果摺疊手機登場、大 Agent 時代來了、Vibe Coding 101 | M觀點M觀點 · 2026-09-10iPhone Duo 售價最高12萬，Grok Bot與Meta Muse揭開雲端Agent 2.0↪ Mentioned at 0:52
43:51Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta’s FutureAll-In Podcast · 2026-09-17Dina Powell McCormick defends Meta data centers, $50,000 teacher checks, AI jobs, teen limits, and Meta glasses↪ Mentioned at 0:06
1:21:20EP337. 微軟的 AI 憲法、PLTR 輝達合作、逆風看法的本質 | M觀點M觀點 · 2026-09-18微軟發布AI憲法主張人類優先，Palantir與NVIDIA用Nemotron挑戰OpenAI前沿模型↪ Mentioned at 56:43
23:52Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad MarketAll-In Podcast · 2026-09-20Adam Foroughi explains AppLovin’s $50B mobile-game ad market, 92% crash, buybacks, and 84% EBITDA margins.↪ Mentioned at 7:24
31:412026/9/22(二)那指創新高!個股沒跟上?美股重新押注AI 不怕高利率了？【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-22美股靠AI權值股創高，但甲骨文融資、期中選舉與資料中心延宕埋下估值回檔風險↪ Mentioned at 1:05
32:352026/9/23(三)5%殖利率也擋不住FOMO？AI狂潮推那指再創新高【早晨財經速解讀】游庭皓的財經皓角 · 2026-09-23納斯達克創新高、Meta押注6000億美元AI，川習會聚焦稀土、油價與AI治理↪ Mentioned at 1:28
1:06:10EP340. 川習會台灣怎麼看、Meta Connect 大會、資料中心搶電大戰 | M觀點M觀點 · 2026-09-28川習會延長關稅休兵、台灣140億軍售料放行；Meta眼鏡與SpaceX 66萬張GB300成焦點↪ Mentioned at 0:54
1:34:23Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment FailsAll-In Podcast · 2026-09-26Anthropic IPO faces open-source pressure as Meta Muse hits 3 million downloads and AI token prices collapse↪ Mentioned at 22:25