# AI每周谈 A podcast by AI每周谈. 【通勤路上】就听AI每周谈！ 每周四，用30分钟听懂AI公司赌局，把握个人机会窗口。 Feed: https://feed.xyzfm.space/ud8vlytu9npy ## Latest episodes - [【LLM】Kimi与智谱：大厂用AI“做大生意”，它们靠AI做“大生意”](https://invisiblenetwork.ai/podcast/1856190518/1f8fc3c0c22b) (2026-10-21, 40 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6ad8deb0b381c0fcba19bdf5/media.xyzcdn.net/688a34636f5a275f1cba40fd/lmt2ZnAIGHbLuBuLBN4yaEOx96ty.m4a - [CoreWeave暴跌，AI泡沫要破了吗？](https://invisiblenetwork.ai/podcast/1856190518/9a4c55ca56c4) (2026-10-20, 1 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6ad76e2bef67611cac798d76/media.xyzcdn.net/FopctgL02gelj5OV7M7yGQThX7Rm.m4a - [【LLM】千问与豆包：阿里和字节在赌什么？](https://invisiblenetwork.ai/podcast/1856190518/3b50d35f82a5) (2026-10-14, 33 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6acf8ee3195d838e2af1e9eb/media.xyzcdn.net/688a34636f5a275f1cba40fd/lpF1tgZHVz1aAc7WhCLp2NlzmIq4.m4a - [【LLM】Gemini与谷歌：仍然被低估](https://invisiblenetwork.ai/podcast/1856190518/faa68a2bb0b6) (2026-10-07, 33 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6ac60ee8195d838e2aee2caa/media.xyzcdn.net/688a34636f5a275f1cba40fd/ltwG2GyjUphhnCAXXW8HBF8ho44Y.m4a - [【LLM】Meta Muse：你愿意用隐私交换便利吗？](https://invisiblenetwork.ai/podcast/1856190518/fbf366f3c96a) (2026-09-23, 27 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6ab4056d93d5eb3bdc79f459/media.xyzcdn.net/688a34636f5a275f1cba40fd/ltxnR2Rq4416s6aIFXGzEPWxZyDG.m4a - [【LLM】DeepSeek：极致效率，开放共生](https://invisiblenetwork.ai/podcast/1856190518/68f9d5349336) (2026-09-16, 34 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6aaa8a6b051af796b9e934b3/media.xyzcdn.net/688a34636f5a275f1cba40fd/lsL8O8zkQc21lmOL_ZGITKVmK1bS.m4a - [【LLM】OpenAI：相信规模，敢下重注](https://invisiblenetwork.ai/podcast/1856190518/414e02ae9daf) (2026-09-09, 51 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6aa18af99d3264778166b4e9/media.xyzcdn.net/688a34636f5a275f1cba40fd/ljc0tDrxEU1_rgU99fK05vNdWGMJ.m4a - [企业 AI 安全到底在防什么？对话御方治圆CEO张佑钧](https://invisiblenetwork.ai/podcast/1856190518/e543dceac2e1) (2026-09-02, 72 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a980b71a0210c197dcc5bd3/media.xyzcdn.net/688a34636f5a275f1cba40fd/lpll0LplSiRb6AkH1bcwqpcHSrlj.m4a - [英伟达押注Hugging Face，黄仁勋为什么这么快？](https://invisiblenetwork.ai/podcast/1856190518/4198b2f75e55) (2026-08-30, 28 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a93f818f03e74ee6b02134e/media.xyzcdn.net/688a34636f5a275f1cba40fd/lnbC1HCr8z3AIFyurOwzYiH6JFZv.m4a - [企业AI转型，真的需要每个员工都用好AI吗？](https://invisiblenetwork.ai/podcast/1856190518/bd1180e78e71) (2026-08-26, 46 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a8ed2eeef65145dfcc5d037/media.xyzcdn.net/688a34636f5a275f1cba40fd/lgI-PZALm754Cs--TKsszrjAQEcx.m4a - [OpenAI为什么要花5000亿美元建一座“AI城市”？](https://invisiblenetwork.ai/podcast/1856190518/cca414707163) (2026-08-23, 13 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a8b071e1352af56ff3abc3e/media.xyzcdn.net/688a34636f5a275f1cba40fd/lnHHPymKA833QiRiDoz0wuUBhlge.m4a - [我去看了《牛来》，AI时代前的基础假设还成立吗？](https://invisiblenetwork.ai/podcast/1856190518/bd7427538192) (2026-08-19, 32 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a856a27ef65145dfcc1fcfa/media.xyzcdn.net/688a34636f5a275f1cba40fd/lg9QAf1NjzD2CIcft6jTTkVzMhmK.m4a - [Grok重回第一梯队，大模型有护城河吗？](https://invisiblenetwork.ai/podcast/1856190518/26c945772338) (2026-08-16, 15 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a80961317676351c5726c00/media.xyzcdn.net/688a34636f5a275f1cba40fd/lhVUCXB_Uj7IFNfXKHp7aVrz16QG.m4a - [态势感知失速：硅谷天才为何没看清自己的态势？](https://invisiblenetwork.ai/podcast/1856190518/e723a1f319ee) (2026-08-12, 34 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a7c932936641f136d875103/media.xyzcdn.net/688a34636f5a275f1cba40fd/lhhD5M-0ybaxRhH8RQzRTj3cfMzP.m4a - [谷歌人事调整，哈萨比斯被架空了吗？](https://invisiblenetwork.ai/podcast/1856190518/7433ab542b20) (2026-08-09, 29 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a786818c4079d62c57fae12/media.xyzcdn.net/688a34636f5a275f1cba40fd/ludZ7OQBPcLnf7GgU4hYig1-VJE_.m4a - [千问办公 x AI每周谈｜Agent开始进入企业工作流](https://invisiblenetwork.ai/podcast/1856190518/1ac7bf8d1ec4) (2026-08-05, 46 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a733d6dab3a91c24a105ef3/media.xyzcdn.net/688a34636f5a275f1cba40fd/lj0oVhVM18JNWWBhzZzhuazA7unL.m4a - [OpenAI智能体自主入侵Hugging Face](https://invisiblenetwork.ai/podcast/1856190518/e233b7e82b4e) (2026-08-02, 18 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a6f3e481b5e24969ce7ae16/media.xyzcdn.net/688a34636f5a275f1cba40fd/lgFCcJ5ycVBTAgrPvLzj4vJ_VTe_.m4a - [【一周年特辑】AI每周谈致“股东”的信](https://invisiblenetwork.ai/podcast/1856190518/808ae6a48ea8) (2026-07-29, 48 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a6a25c1b581962ce2bd8e5a/media.xyzcdn.net/688a34636f5a275f1cba40fd/llHtheFFNZYrtyWfBhDs1ndSwCpU.m4a - [【周报】｜谷歌Q2财报：赚的没有花的多](https://invisiblenetwork.ai/podcast/1856190518/40f0020efac7) (2026-07-26, 30 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a65f71ea3fec224d5a3951f/media.xyzcdn.net/688a34636f5a275f1cba40fd/lpGrL0ni6bL__lD3cduvI0vuYwp6.m4a - [逛完WAIC，再谈AI的投资逻辑](https://invisiblenetwork.ai/podcast/1856190518/2e8c57f351b4) (2026-07-22, 38 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a60dd4f6356eb2d9be6cf08/media.xyzcdn.net/688a34636f5a275f1cba40fd/llcWlqh3VmVR7G22AiUl_W9b5yP-.m4a - [WAIC｜世界人工智能大会新趋势：上海现场观察](https://invisiblenetwork.ai/podcast/1856190518/c1a3197a74c7) (2026-07-19, 26 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a5cc8326356eb2d9be4ff7c/media.xyzcdn.net/688a34636f5a275f1cba40fd/ljcr9N7ZYpQywPRB4DfdGj1K8VB0.m4a - [【HBM】｜（三）美光：爱（gǒu）拼（zhù）才会赢](https://invisiblenetwork.ai/podcast/1856190518/9250282054b6) (2026-07-15, 40 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a57ab5ca4972c496dfc6ddc/media.xyzcdn.net/688a34636f5a275f1cba40fd/lkQ4mFzpFu7xjegG3XBZXkSqu1Ua.m4a - [【周报】｜SK海力士与长鑫融资](https://invisiblenetwork.ai/podcast/1856190518/cfb10d03c6d1) (2026-07-12, 27 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a53c1231e32575f5eb554a6/media.xyzcdn.net/688a34636f5a275f1cba40fd/lk23eDru2IGbhEsLMWnJ6AZLb7Aq.m4a - [WAIC｜世界人工智能大会怎么逛？上海参会攻略](https://invisiblenetwork.ai/podcast/1856190518/10e061862afb) (2026-07-11, 42 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a526b011e32575f5eb4e394/media.xyzcdn.net/688a34636f5a275f1cba40fd/louDcakymbOihD63_iP0xCVdSso5.m4a - [【HBM】｜（二）三星：旧王能否王者归来](https://invisiblenetwork.ai/podcast/1856190518/480ff1760f36) (2026-07-08, 32 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a4e5c312e335a35a8103750/media.xyzcdn.net/688a34636f5a275f1cba40fd/lsic8AETEEQEwt2mW3Ucj5B8KQeV.m4a - [【周报】｜英伟达在中国“抢人”](https://invisiblenetwork.ai/podcast/1856190518/c465047a597c) (2026-07-05, 26 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a4a70923fb7233cbf441f86/media.xyzcdn.net/688a34636f5a275f1cba40fd/luPHSqR5mBlGe-STWgKOQ7u1Tkow.m4a - [【HBM】｜（一）海力士：从周期弃子到AI咽喉](https://invisiblenetwork.ai/podcast/1856190518/cb7febf75217) (2026-07-01, 39 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a451e789d2f57436841027f/media.xyzcdn.net/688a34636f5a275f1cba40fd/lu1WGT2z3I0QWjfZ_5QTn7Jz9heV.m4a - [【周报】｜Deepseek开始大规模招人｜GPT 5.6、苹果涨价](https://invisiblenetwork.ai/podcast/1856190518/18a6148b1aa3) (2026-06-28, 26 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a40ced62e335a35a80a8a98/media.xyzcdn.net/688a34636f5a275f1cba40fd/lmpjeN1J6YohpxdY4m1JbKAhX6vz.m4a - [梁文锋：从米历岭村走向世界](https://invisiblenetwork.ai/podcast/1856190518/99260c8dbbad) (2026-06-24, 38 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a3bfa809d2f5743683d5a42/media.xyzcdn.net/688a34636f5a275f1cba40fd/lm4L80H0YncJOxCG0dWcMVHSh83d.m4a - [【周报】｜Deepseek融资；微信小微内测；SpaceX收购Cursor](https://invisiblenetwork.ai/podcast/1856190518/30c8f8e5a44d) (2026-06-21, 26 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a37d90a75ba9e0c5336cd30/media.xyzcdn.net/688a34636f5a275f1cba40fd/lq6nwSeEW3OCJMJfiRu7ukAm0SZ-.m4a - [Siri归来：命运回到原点](https://invisiblenetwork.ai/podcast/1856190518/b30e937d577c) (2026-06-17, 28 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a3257fb43a22a6955854c30/media.xyzcdn.net/688a34636f5a275f1cba40fd/lioKU7fulR6muRqobgh_y5UnLXSb.m4a - [【周报】｜SpaceX市值突破2万亿美元；美国政府对Fable 5发布禁令；长鑫科技IPO获批](https://invisiblenetwork.ai/podcast/1856190518/3261c48496e4) (2026-06-14, 26 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a2d5bff4233e62bc5493e2e/media.xyzcdn.net/688a34636f5a275f1cba40fd/lurkj-Dds-nUxeX-LPdhac8_E1Pc.m4a - [SpaceX Ok：) 一台第一性原理机器](https://invisiblenetwork.ai/podcast/1856190518/d96cd7a0f042) (2026-06-10, 54 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a298cdbdbccffcfa9c6f776/media.xyzcdn.net/688a34636f5a275f1cba40fd/ll9l10tF75Pi3wCsN8T5xj9Wt-V2.m4a - [【周报】｜创新国度OPC路演报名; SpaceX IPO; 微信测试内嵌智能体](https://invisiblenetwork.ai/podcast/1856190518/72d46d73a3cf) (2026-06-07, 29 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a25566eb30e1571aea214c8/media.xyzcdn.net/688a34636f5a275f1cba40fd/lqgiuAvU9Vyiq0SatJq59NnZG4-C.m4a - [阿里巴巴 x AI每周谈｜钉钉悟空与数字员工时代](https://invisiblenetwork.ai/podcast/1856190518/98a449ffa861) (2026-06-04, 49 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a2013aab30e1571aea01675/media.xyzcdn.net/688a34636f5a275f1cba40fd/lt76743N7fph9GxgbzQqs8FIx8E5.m4a - [【Mag7】｜（八）终章与序曲](https://invisiblenetwork.ai/podcast/1856190518/a910403c804d) (2026-06-03, 3 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a1d96f87460cabdeb59762f/media.xyzcdn.net/FmhYJaoC3ySE8_ahZPAJzsz24nV2.m4a - [【周报】｜闭门分享会信息；三大存储巨头市值破万亿；华为发布韬定律](https://invisiblenetwork.ai/podcast/1856190518/f8be22c12c19) (2026-05-31, 37 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a1ae58dac7bdb080c333ebc/media.xyzcdn.net/688a34636f5a275f1cba40fd/lkjeGL4xu7emB7mnNKnfDf388qyh.m4a - [【Mag7】｜（七）黄仁勋与英伟达：从路人甲到世界之巅](https://invisiblenetwork.ai/podcast/1856190518/abb7d3c7d39b) (2026-05-27, 59 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a170e5c7460cabdeb56da62/media.xyzcdn.net/688a34636f5a275f1cba40fd/llHhvjizZvJzisGy0DDvbEMXcIu-.m4a - [【周报】｜听友群开通；AI系统性造富；AI只有赢家与输家](https://invisiblenetwork.ai/podcast/1856190518/f646d1f9aa79) (2026-05-24, 30 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a1075338b5c94538e904fb9/media.xyzcdn.net/688a34636f5a275f1cba40fd/lrALt_0poCAi0aP-k1k_7-RtG16F.m4a - [【Mag7】｜（六）亚马逊的 AI 飞轮：当商业竞争变成物理竞争](https://invisiblenetwork.ai/podcast/1856190518/48ae10439f10) (2026-05-20, 32 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a0dbb9de1eb34a939c71592/media.xyzcdn.net/688a34636f5a275f1cba40fd/lkavoemCI9kttJKAZkZ6FcJOOhhq.m4a - [【周报】｜黄仁勋马斯克随团访华；豆包提供付费计划；spaceX IPO进展](https://invisiblenetwork.ai/podcast/1856190518/f191890262c6) (2026-05-17, 24 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a0732b11b7bd5029539f46e/media.xyzcdn.net/688a34636f5a275f1cba40fd/lh5m1yF9EHudTsgi78Up1OmsIrOa.m4a - [【Mag7】｜（五）微软：把AI变成呼吸](https://invisiblenetwork.ai/podcast/1856190518/3d43cce8709c) (2026-05-14, 45 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a0555ae1b7bd502952023f6/media.xyzcdn.net/688a34636f5a275f1cba40fd/lm2BE_lhT0Vk76y8_-mZ99Exaz8z.m4a - [【周报】｜超级存储周期；SK海力士天价薪酬；存储行业导图](https://invisiblenetwork.ai/podcast/1856190518/40635d1c340b) (2026-05-10, 27 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/6a0081051b7bd50295dcf1ca/media.xyzcdn.net/688a34636f5a275f1cba40fd/ltr7EwDvbDiBS9OkVNUsdafi3GI1.m4a - [【Mag7】｜（四）Meta：连接一切](https://invisiblenetwork.ai/podcast/1856190518/3edc89094823) (2026-05-06, 32 min): audio https://dts-api.xiaoyuzhoufm.com/track/688a34636f5a275f1cba40fd/69fb3b96e1eb34a939da172e/media.xyzcdn.net/688a34636f5a275f1cba40fd/lvqE__C8q7_ebik9J4Zm2EA6tXqi.m4a - 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