Tulongzhishu
AI 李时珍 Takes You “Tasting a Hundred Herbs” — Talk at Xiaoyuzhou’s Xiansheng Event — Solo, 91-Page PPT
2026/09/02 10:31:31
Do Models Actually Eat Applications?—From Canva and Figma to Meitu: The Two Fates of AI Application Companies
2026/08/31 08:30:00
The Underwater World of China's 1.5 Market (5 Years—Issue 183—5,032 Transaction Leads)
2026/08/24 16:00:00
AI by the Numbers—23-Page PPT Solo
2026/08/09 15:25:36
Do you really believe WorkBuddy has 20M MAU?
2026/08/01 17:16:44
AI Takes the Memory Supply: Building Hardware in a K-Shaped Market
2026/07/22 16:00:00
2026: AI’s Breakneck Run, Capital Drain and Our “Engels Pause” — A Crossover with Jinbo Finance
2026/07/21 03:37:32
Repricing Everything, Renaissance — 2026 H1 AI Industry Watch
2026/07/17 20:50:06
World Models—Do They Have a Scaling Law Too?
2026/06/29 16:00:00
Content Industry's Three Deaths and Creators' Rebirth in the AI Era
2026/06/24 07:13:56
From Open Source to Agents, from Organizations to Individuals: Notes from the AIEC Conference Floor
2026/06/18 05:25:15
“Pessimists Are Right, Optimists Succeed”: A Conversation About the AI Industry with My Friend 亚婷
2026/06/03 16:00:00
The Last “Handcrafting” — The Evolution of AI Sima Qian’s Use of ima
2026/05/31 12:22:48
The Era When Everything Is Vibe: Why Xiaohongshu Is Buying the World Cup? — A Crossover with Flip Sports
2026/05/30 16:00:00
The AI Industry’s Money In, Money Out and Money Made — A Cross-Show Cyber Dialogue
2026/05/27 07:08:18
No Middle Ground: AI Rivalry and White-Collar Workers' Engels Pause
2026/05/08 05:31:40
Ten Years Later, Faker Sits Beside 李世石
2026/05/06 05:52:25
Language, Coding, Multimodality: Who Actually Gets a Seat at AI’s Main Table? — 98-Slide Ecstasy Deck, Solo
2026/04/30 02:58:37
The U.S.-China AI Startup Ecosystem Divide—A Conversation with Google Cloud’s Head of Venture Ecosystem for North Asia
2026/04/23 22:32:18
Agent / TPU / Ecosystem / Security / Openness: What Exactly Is Google Cloud Betting On? — Notes from Google Cloud Next
2026/04/23 06:38:00
Vol.95 The Video-Model Arms Race, the Agent Breakout, and Big Tech’s Anxiety — Crossover with Jinjibo Finance
2026/04/17 16:30:00
Vol.94 If We Don’t Talk About OpenClaw Now, We May Not Need to Talk About It at All — Crossover with Zhiben Lun
2026/04/16 16:30:00
Vol.93 In the Face of AI, the Internet Is Actually a Traditional Industry—A Cross-Show Appearance, Unusually Serious
2026/04/02 16:00:00
Vol.92 Revisiting the Early-March Podcasts Feels Almost Like Another Lifetime — A Crossover with 藏金阁
2026/03/31 16:00:00
Vol.91: OpenClaw’s Enterprise Rollout Through a Data Lens — A Conversation with OceanBase
2026/03/27 16:15:10
Vol.90: AI’s 2026 Acceleration Breakout—How Should We Position Ourselves? — A Conversation with 潘乱 + Koji
2026/03/24 16:00:00
Vol. 89 AI Industry 2025 Annual Review Supplement (The “We’re Not Waiting for V4” Edition) — 70-Page PPT, Solo
2026/03/09 00:25:25
AI and 2026 Content Consumption: Second Talk with Kuaishou’s Zheng Xun
2026/02/09 09:00:04
Vol. 87 Chat: 潘乱/阑夕/明浩/一泽 on the Spring Festival AI Red-Envelope War
2026/02/06 03:19:03
Vol.86 One Generation of Technology, Two Systems: 181 Pages Reconstructing the AI Industry in 2025
2026/01/30 14:56:05
Vol.85: DeepSeek One Year On, Ahead of Yuanbao’s RMB10B—厚雪长坡 Crossover
2026/01/26 12:14:59
Vol.84: OceanBase and Post-00s Developers Put Data at AI’s Center
2026/01/20 16:14:38
Vol.83 A 25-Slide PPT Captures China’s AI “All-Star Game”
2026/01/10 21:31:52
Vol.82 I Talked with Xiaozhuang About Their “Career Sharing Day”
2025/12/26 06:10:42
Vol.81 Zhipu or MiniMax—Whoever Becomes the First Listed Stock, Both Are Damn Good — A Crossover with 苔藓之火
2025/12/22 15:16:25
Vol. 80: I Went on 大内密谈 to Talk AI with 相爷
2025/12/15 13:49:23
Vol. 79: Tencent AI’s Relaxed Mindset — Sanwu Huan Crossover
2025/12/06 03:25:37
Vol.78 Talking Venture Capital with Lao Qian—A Cross-Podcast Meetup
2025/12/05 01:53:03
Vol.77 What Are We Actually Talking About When We Talk About AI Games?
2025/11/26 12:38:46
Vol. 76 How We Somehow Ended Up Here — A 170-Slide PPT Explaining the 2025 AI Industry
2025/11/03 17:27:45
Vol.75 “I’m Sima Qian of AI…” — Cross-Podcast Crossroads
2025/10/22 16:00:00
Vol.74 Sports May Be Humanity’s Last Front Against AI — Crossover Episode, First and Second Half
2025/09/23 16:00:00
Vol.73 What Kind of “Business” Is Esports, Really? — Cross-show: 405 游局
2025/09/17 16:00:00
Vol.72 Technology, Applications, and Capital: A 154-Page Review of the AI Industry in September 2025
2025/09/06 12:50:48
Vol.71 A Quick Chat About GPT-5 and U.S. Power—with 刘一鸣/101 Weekly
2025/08/17 03:32:14
Vol.70 Momo Started a Company—and Chose What May Be the Most Competitive AI-Companion Market Right Now
2025/08/07 16:00:00
Vol. 69: Revisiting the Stargate Project — with 刘一鸣/101 Weekly
2025/07/28 05:57:32
Vol.68 Is VC Methodology Really “Praying for Rain through Ritual”? — Guest on Mayfly World
2025/07/21 16:00:00
Vol.67 The BP for a Hot Project May Be Fake
2025/07/06 06:30:30
Vol.66 We’re Not Just AI Content Movers—A Conversation with 36氪, 特工宇宙, and Z Potentials
2025/06/20 16:00:00
Vol.65 AI’s New Era: Is Google Back?
2025/06/19 07:14:21
Vol.64 A 40-Page PPT Tracks the AI Industry Consensus at Mid-2025
2025/06/16 16:00:00
Vol.63 Tencent Music Is Being Too Generous: A Discussion of the Ximalaya Acquisition
2025/06/10 18:50:53
Vol. 62 Will AI Bring Intellectual Equality? If So, What Comes Next? — Kuangxi Podcast Festival: Er Kuang
2025/05/30 16:00:00
Vol.61 When Parents Meet AI: Intergenerational Conflict and the Power of Patience—Kuangxi Podcast Festival: Er Kuang
2025/05/23 16:00:00
Vol.60 Information and Knowledge Management and Learning Efficiency in the AI Era — Kuangxi Podcast Festival: Kuang 2
2025/05/19 16:00:00
Vol.59 2025: The Year of AI Agents—Where Is the Industry Headed? — Kuangxi Podcast Festival: Er Kuang
2025/05/14 06:10:48
Vol.58 Discussion of Several Questions on 2B-AI Agent—Transcript of the 2025 Generative AI Business Summit
2025/04/22 16:00:00
Vol. 57 The Content Business—Half Emotion, Half Algorithms—A Conversation with Zheng Xun of Kuaishou's Magnet Engine
2025/04/18 16:00:00
Vol.56 Nobody Actually Knows What the Hell an Agent Is…
2025/04/02 06:30:39
Vol.55 Manus Has No Secrets — A 70-Page PPT Breakdown of AI Agents
2025/03/13 16:00:00
Vol.54: A New U.S.-China Cycle? The America First Investment Memo
2025/03/03 04:54:29
Vol.53 Re-rating Chinese Stocks? Beware Becoming the Bagholder—with 沈帅波
2025/02/26 14:02:05
Vol. 52: A 74-Page PPT Breakdown of DeepSeek and AI Agents
2025/02/24 16:00:00
Vol.51 The Rumors and Misconceptions About DeepSeek
2025/02/07 16:00:00
Vol.50 Can a Cost-plus-RMB10 Strategy Unlock the Supplements Industry? — A Conversation with 朱萧木
2025/02/06 17:00:00
Vol.49 Talking Through Trump's $500B Stargate Plan
2025/01/25 16:26:44
Vol. 48 The AI Industry in 2025: Whether It’s Native or Not May No Longer Matter — with 三五环刘飞
2025/01/23 16:00:00
Vol. 47: 20 Changes in the AI Era—with 曲凯/任鑫/赵纯想/Koji
2025/01/02 05:23:50