Gaonengliang
Vol.233 Media, Communities and Investing: Talking with 张鹏 About Geek Park’s History and Its Unitree Investment
2026/09/04 22:00:00
Vol.232 Industry Watch 44 | Embodied Intelligence + AI4S: What New Species Could Emerge?
2026/08/31 12:41:08
A Middle-Aged Man Pays for Rock: 马智勇 on Live Shows and the Industry
2026/08/28 02:00:00
Vol. 230 Industry Watch 43 | How Is AI for Science Being Deployed in Pharmaceutical Chemical Synthesis?
2026/08/20 02:49:13
Vol.229 Macro Talk 109 | We Are at the Tail End of an Upward Dollar-Dominated Capital Cycle (recorded Aug. 6)
2026/08/12 04:23:28
Vol.228 Conversation with 单伟建: Living Through Cycles Makes You Humble
2026/08/07 01:41:24
Vol.227 The Embodied-AI Newcomer and the Queen of Investing: Innovation, Hype, Bubbles and Cycles
2026/07/24 01:04:50
Vol.226 Macro Talk 108 | China's 2026 Midyear Economic Review and 2 Strange Chinese Economic Phenomena (Recorded 7.16)
2026/07/21 10:16:15
Vol.225 Another Thread for Understanding China's Grassroots Society: Red Shoe Town, Tax Farmers, and Local Elites
2026/07/19 23:47:20
Vol.224: A Conversation with Chaos Founder 李善友 in the Tide of the Times
2026/07/10 03:00:00
Primary-Market View of 2026 AI's First Half: FOMO, Data Loops, IPOs
2026/07/08 09:35:10
Macro Talk 107: Four Shifts in China's Economy Since Early 2026
2026/06/26 08:46:15
苗棣 on History as the Combined Force of Countless Actions
2026/06/26 00:00:00
Vol.220 Finding the Big Fish: From Meituan to J&T, from Beijing to Jakarta
2026/06/22 03:00:00
Outbound Investment Rules, the Dollar Tide and the AI Capital Frenzy
2026/06/08 06:39:01
Macro Talk 105: From AI Boom to Petrodollar Challenge, History Repeats
2026/05/28 09:03:46
Two Generations of Financial Writers on Writing, Wealth and Values
2026/05/25 04:41:55
张巍 of LimX Dynamics on Embodied AI, World Models and the Robot Brain
2026/05/09 07:42:21
Vol.215 Revisiting 王宁: A Conversation with 王宁 About His 2025 and Pop Mart’s Future
2026/05/06 03:44:06
Vol.214 Macro Talk 104 | Q1 GDP Growth of 5%: Who Is Supporting China’s Economy (Recorded 4.25)
2026/04/30 07:21:37
Vol.213 Industry Watch 40 | Thinking Through Why CPUs Are Heating Up and the New AI Intelligent Terminal
2026/04/22 03:42:55
AI + Hardware + Instruments: 戴乐's 牛亚锋 on 10 Years Building Hardware
2026/04/13 08:18:07
U.S.-Israel-Iran Conflict: Underlying Logic Has Changed Since Iraq War
2026/03/31 11:59:11
Vol.210 Which Countries Offer the Best Prospects Over the Next Decade: 黄渊普 on the New Wave of Going Global
2026/03/05 06:38:25
Vol. 209 Macro Talk 102 | The AI Shift and Capital Flows Under Global “Risk Off” (Recorded Feb. 27)
2026/03/04 13:37:43
Vol.208 Macro Conversations 101 | Chinese New Year Special: China's 2026, 2001 and 2016 (Recorded 2.5)
2026/02/10 10:23:45
Vol.207 Macro Conversations 100 | Year-End Special: The Logic of AI Investment and the 2026 Macro Outlook
2026/02/02 09:08:05
China–US Tech Elites’ Minds: 连长 and 养鸡 in Conversation
2026/01/30 11:27:50
Vol.205 Chen Qigang, the Musician, and The Hidden Mountains and Rivers: Talking Creative Work with Director Guo Xufeng
2026/01/26 19:56:45
Vol.204 Industry Watch 38 | Nvidia’s $20B Groq Deal: Where Is the Opportunity for China’s AI Inference Chips?
2026/01/25 04:58:09
Vol.203 How Big-Tech Executives and Freelancers Use AI Differently: Talking AI with 陈亮 of Ant Group and “水哥”王昱珩
2026/01/23 03:56:12
Macro Talk 99: 2026 Outlook Part II—China's Opening, Markets, AI
2026/01/13 11:36:39
2026 Macro Outlook (Part 1): Geopolitics and China’s Adjustment
2026/01/07 13:18:55
Vol.200 Exclusive Interview with 林凡 of Maimai: What New Changes Can AI Bring to Social Networking and Recruitment
2025/12/31 08:40:07
Running on Empty Because Time-Poor: A Conversation with Sociologist 许玲玲 on Time Inequality and Class Differences
2025/12/24 16:30:00
Vol.198 Macro Talk 97: 2025’s Second Half at a Historical Juncture
2025/12/23 10:57:26
Interview with Onion Academy’s Yang Linfeng: 12 Years to the AI Era
2025/12/22 09:15:54
Vol.196 Industry Watch 37 | How Robots Can Bridge the “Last Centimeter” of Interaction with the Real World
2025/12/11 02:22:43
谢如栋谈遥望与直播电商的兴衰转折
2025/12/08 09:57:56
Vol.194 Industry Watch 36 | Ant Group’s 纪纲 and 李丰: A Heated Debate on Embodied Intelligence and AI Hardware
2025/12/04 06:18:30
Vol.193 Macro Talk 96 | A Look at China’s October Economic Data (Recorded Nov. 20)
2025/11/25 12:44:57
Vol.192 Macro Talk 95 | The New China-US Tariff Accord and the 15th Five-Year Plan (Recorded Nov. 5)
2025/11/08 13:51:09
Vol.191 Exclusive Interview with 裴宇: The $1.3B Smart-Hardware “Survivor” Who Only Started Making Phones in 2022
2025/10/27 16:00:00
Vol.190 Macro Talk 94 | How to View the New Round of Maneuvering in China-U.S. Tariff Negotiations (Recorded Oct. 17)
2025/10/23 12:48:54
A Conversation with Dai Yusen: From Jumei to ZhenFund in the AI Era
2025/10/20 16:00:00
Macro Conversations 93: China’s 15th Five-Year Plan Through Porter
2025/10/20 10:19:15
Zhang Sai’s 13-Year Oral History of Building a Robot Company
2025/10/18 12:28:41
Vol.186: Kyth on Big Tech and Whether Podcasting Is Undervalued
2025/10/13 16:06:13
Vol.185 Industry Watch 34 | Where Are the Non-Consensus Opportunities in AI Companion Robots?
2025/10/08 13:35:49
Macro Talk 92: China’s Economic Restructuring Is Halfway Through
2025/09/24 11:26:40
Vol.183 Industry Watch 33 | The Power Struggle in the AI Era: Reframing China’s New Power System
2025/09/19 10:49:23
Macro Chats 91: Why A-Shares’ “Water Bull” Emerged After 3,800
2025/09/02 09:29:35
Lin Yu on Leaving Alibaba for RMB600M Cross-Border Furniture Sales
2025/08/27 03:30:00
Himalaya: Factory to Global Brand and Succession, with 张琪 and 张栀君
2025/08/20 03:30:00
Industry Watch 32: Embodied Robotics—Bubbles, Challenges, Value
2025/08/18 12:10:41
Macro Talk 90: Aug–Dec: Stocks, Anti-Involution & Next DeepSeek Moment
2025/08/10 08:08:54
任永亮谈测测：从工具社区到情绪大模型与具身智能
2025/08/06 07:22:00
2025 AI Agents Half-Year Review: From Arms Race to Everything Agent
2025/07/06 02:46:38
Macro Talk 89: Money Flows and Related Investment Questions
2025/07/01 12:51:48
Macro Conversations 88: Hong Kong, U.S., A-Shares and AI Investing
2025/06/22 02:19:25
Macro Talk 87: U.S.-China Call, Trump-Musk Fallout, Nuclear Policy
2025/06/09 10:50:06
Vol.172 Interview with Qunhe Technology’s Huang Xiaohuang: 14 Years as a Technical Entrepreneur
2025/05/30 00:07:41
Vol.171 Macro Talk 86 | Tariff War Disrupts Confidence Recovery, Government Steps Up Policy Support (Recorded May 21)
2025/05/25 01:30:00
Macro Conversations 85: China Gave Others a Tariff Model
2025/05/18 01:36:45
Vol.169 Industry Watch 30 | Challenges and Opportunities in the “Globalization” of Tech Consumer Brands
2025/05/04 04:55:11
Vol.168 Macro Talk 84: China's Economy Amid Upheaval
2025/04/26 09:48:51
Vol.167 Macro Conversations 83 | Changes in the Dollar, U.S. Treasuries, and the China–U.S. Trade War (Recorded Apr. 9)
2025/04/11 10:42:15
Vol.166 Macro Talk 82 | How Will Reciprocal Tariffs Reshape Global Trade?
2025/04/10 07:27:19
Vol.165 Macro Talk 81 | The Tariff Shock, and Some Changes in China’s Consumption and Capital Markets (Recorded Apr. 3)
2025/04/06 12:26:33
Macro Talk 80: U.S.–China Contest and Large Models in Robotics
2025/03/31 11:06:32
Macro Conversations 79: Three Lenses on the Two Sessions
2025/03/21 10:43:57
Macro Talk 78: Global Order and Capital Markets After Trump’s Return
2025/03/16 10:23:25
Vol.161 The AI Talent War: Talking with 肖玛峰 About Where the World's Top AI Talent Goes—and Whether It Stays
2025/03/10 06:29:03
Vol.160 Macro Conversations 77 | A Different Lens on These Nine Things in the Government Work Report (Recorded March 7)
2025/03/08 10:54:03
Macro Talk 76: Private-Sector Symposium and Trump–Zelensky Diplomacy
2025/03/07 10:38:08
Vol.158 Industry Watch 29 | How Should We View China’s “DeepSeek Moment” in Biopharma?
2025/03/05 11:37:07
Vol.157 Industry Watch 28 | The Technological Breakthroughs and Emotional Resonance Behind Ne Zha 2’s Breakout
2025/02/25 11:31:44
Vol.156 Industry Watch 27 | Seven Core Questions About DeepSeek and a Breakdown of DeepSeek’s Key Technologies
2025/02/20 12:11:47
Macro Conversations 75: Ne Zha 2, DeepSeek and Spring Festival Economy
2025/02/17 13:19:02
DeepSeek打响第一枪：季昱谈AI产业新机遇
2025/02/13 09:10:12
Vol.153 Macro Musings 74 | The Unexpected Things of 2024, and What to Look Forward to in 2025 (Recorded Jan. 21)
2025/01/26 10:12:09
Vol.152 Macro Talk 73 | Year-End Special: “How the World Got Here” Determines “Where We’re Going”
2025/01/13 12:20:59
Why Open a Bookstore Today? A Conversation with Feng Rusong’s 丁永勋
2025/01/09 17:42:15