??101?????&???????????????????9?20?? ???????????? ????????????????????????????????????????[email protected]?????

??????Web3 101?

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Apple Podcast
Google Podcast
Amazon Music

??101??
??????????????15?????????????????????CNBC??????????

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Youtube??????101?
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B?
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?????????????????????????????????????????
???????[email protected]?

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Joya

Peter Thiel???????????????????????????????????????????????????????????????????????????????????????????????Peter Thiel??????????????
???Peter Thiel?????????????????????????????????????????????????????????????????????????Peter Thiel????????Palantir?????Facebook???JD Vance?????????????????
????????1987????????????????????Peter Thiel????????????????????????????????????

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Yiwen???101?????

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??????101?????

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?????????????
02:14 ?????????????????
04:22 Allan Bloom?????????????????????
06:29 ?????????????????100????????
08:16 ?????????????????????

??Peter Thiel??????
10:36 ????????
12:08 PayPal?????????????
13:12 ??Facebook?????????????????
16:12 ??·???????????????
17:40 Palantir??????????????????
20:40 ???????????????????

???????????
23:44 ??????????????
27:35 David Horowitz????????Thiel?????
35:56 Thiel????????????????Pladium
37:12 ?????????????????????????????
40:21 ????????????????????????
41:32 ?????1789???Thiel?Vance????????????

????????
43:38 ?????????????????
45:52 Thiel?Vance??????????????????????
46:23 ?"????"?"???"?Thiel?????

???????????
?????????·?????Web3????????Web3?
?DEI??????????????????????

Peter Thiel???·??? PayPal??????Palantir????Founders Fund????????????????????????????????????????????????????????????
Norman Book Thiel?????????????????????
Keith Rabois???·???? ????????????????????????????????????????????????????????????
Allan Bloom???·???? ?????????????????The Closing of the American Mind?1987????????????????????????????????????
John Olin???·??? ??????????????M1?????????????????????????????????????????
JD Vance?JD·??? ??????????????????????????????????????Hillbilly Elegy?????Peter Thiel???????????Thiel???????????????1500????
René Girard???·???? ?????????????????????"????"?Mimetic Theory???Thiel??????????
Carl Schmitt???·???? ??????????????????????????State of Exception????Thiel??Palantir????????
Alex Karp Palantir CEO????????????Thiel????CEO?
Leo Strauss???·????? ?????????????????????????????????????????"????"??????????Thiel?????????????????????????
David Horowitz???·????? ??????????????????????????????????????????????????????Thiel????????????????Thiel????????????????
David Sacks???·???? ?????????????????????????????AI??????????
Joe Lonsdale??·????? Palantir??????8VC?????????????????Cicero Institute??
Stephen Cohen????·??? Palantir??????8?????Palantir?????????? Palantir ???
Josh Hawley???·??? ???????????????????????????
Michael Anton????·??? ???????????????????2016???????????Flight 93 Election??93???????????????????????????Thiel?????????????
Mike Solana???·???? ???????Pirate Wires?????Founders Fund??????Thiel????0?1??????Founders Fund?????????
Chris Buskirk ???????American Greatness????????Thiel??????????Rockbridge Network?
Elizabeth Genovese?????·????? ???????????????????????????????????????Thiel????????????????????????????
Patri Friedman????·????? ???????·???????????????Seasteading Institute????????Thiel???
Carlos Ghosn????·??? ?????CEO???????????????????????????Anthony Ghosn???????????

????????
?????Mimetic Theory? René Girard??????????????????????????????????????????????????Thiel?????"?????????"?????????????Facebook????????
?????Friend-Enemy Distinction? Carl Schmitt??????????????????????????????????????Thiel?????????????????????????911????????????
?????State of Exception? Carl Schmitt???????"?????????????"???????????????????????Thiel???Palantir??????????????????
?????Esotericism? Leo Strauss?????????????????????????????????"????"???Thiel??????"????"?Deep State????????????
???????The Straussian Moment? Thiel?911???????????????????????????????????????????Thiel????????????
???????Libertarianism? ??????????????????????Thiel??????????????????????????????????????????????????????????
????Culture War? ???????????????????????????????1980????????????????????????????????????????????????????DEI?????????
Flight 93 Election?93??????? Michael Anton???????????2016???911??????????2016??????????"??????????????????"???????Thiel?????????????????????????????

????
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????
Amei
????
??
?BGM?
Warped by Light - Jay Varton
Ashbound Oath - Ruiqi Zhao
Estimations - Christoffer Moe Ditlevsen
??????
Gage Skidmore / Peter Thiel???CC BY-SA 2.0????????????????????????https://creativecommons.org/licenses/by-sa/2.0/

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ??? and ???.

2025???????????????????????????????????LAB??????????????????????????
???????????????????????????????????????????????????????????????????????
??????????????????????????????????????????????????????????????????????????????????????????????
???????????????????????????????????????????????????????????????

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?????101?????
????
Amy Duan??????????????????????????????
Cosmo Hu???????????????TOA????????????????????
Yuxuan Xiao (Henry)?AC Marketing??????CEO

??????
?????????????????
02:57 ?????????????????????????
11:08 ??????????????????
15:20 ??????????????????????
19:19 ??????????????????
23:11 ??????????????????
25:33 ????????????????????

???????????????
29:18 ??????????Kpop???
31:40 ????????????????????
32:53 ???????????????????????
35:08 ??????????????????????
37:07 ????????????????????
38:07 ???????????????????????
43:32 ????????????????????

?????????????????????
45:53 ??????????????????
47:26 ????????????????
51:26 ??????????????????
52:47 ????????????????????
55:20 ??????????????????
58:26 ??????????????????
01:00:00 ??????????????????????
01:01:39 ??? vs Jollibee????????????????

???????????
Brothers Plan Din Tai Fung ExpansionAmerica?s Most Successful Restaurant Chain Feeds a Dumpling Frenzy
???????????????140??
??????????????????????
?????Panda Express??1983??????????????????2500+???????12??????49????????????????????
????Quickly?????????1996???????????????????????????????????????
Chipotle?1993????????????????????113???????3700??????????????????
????Jollibee??1975????????????????????????????????????????????????????19????

????
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????
Amei
????
??
?BGM?
Oh Please - Gerhard Feng
Rumors About Us - T. Morri
Melting Glass - Eden Avery
Quietly Tense - Marten Moses

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: Amy Duan, Cosmo Hu, and Yuxuan Xiao.

??????????????????????????????know-how??????????????
???????26??B2B????????????OpenClaw?Cowork??????????????????B2B????????????????????
??????????????Accio Work?????????????Agent????????????????????????????????????????????????????????????????
??????????????Agent???????????????????Accio Work40%?????Solopreneur?????????????????????????AI???????????EBITA????????????18%?
?AI?????????????????Agent?????????????????SaaS??????????????????????????????????????????????????AI???????????????????

????
?????101?????????
????
??????????

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??AI?????
03:49 AI??SaaS??????????
05:46 ????????OpenClaw?Claude Cowork

?B2B??Agent
11:57 ?????B2B????A2A
15:16 Accio?AI?????????5?
18:52 B2B?????????????????
21:52 Accio Work?????????????????????????
24:07 AI?????????????????????????

SaaS?????
25:30 ?????????????????
29:36 ?????????????????????
31:48 ???????Token?? + ????
34:42 ????1000???5?????????
36:26 AI????????????????
39:15 ??????????????????
41:41 A2A???????????????????Master Agent??
43:01 ???????token????????????token??

AI??????
45:07 ?????????????6????????
47:49 ???????Agent???Agent??????????
50:11 ??AI?????????????????????????????
51:59 ??AI??????????????????????
55:01 OpenClaw?????AI????????????????

?Accio · ?????
??AI????????????????????www.accio.com ??Accio Work?????7????????????????????????

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????
Amei
????
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?BGM?
Waiting in Vain - Kikoru
Hidden Agenda-Experia
Spring Dance - Forever Sunset

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guest: ??.

???????101?GTC 2026??????????????????Keynote???????????????
1????????????2027???Blackwell?Vera Rubin????????????
7?????????????Vera Rubin??????
10??35?????Vera Rubin NVL72 AI???????Blackwell??????????10????Token????????35??
?????????????????????????????????????????????????????????????????????????????????????
??????AI???????????????????????????AI?????????????????????????????????????

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?????101?????????
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???Fusion Fund???????
Dr.Mark Ren, Agentrys???&CEO?????????
Dr.Zhibin Xiao, ZFLOW AI???&CEO??CASPA????????
Alex Yeh?GMI Cloud???&CEO

??????
???????????
03:21 ???????????????????????
05:50 ??????CoWoS??????????????????
09:03 ????????????????? Coding Agent ???
10:10 Groq?????SRAM???????
15:43 ?????????????????????
19:07 ???????????????????????
21:25 OpenClaw??TOKEN??????NemoCloud???????
24:27 SaaS???????????????????AI???
28:36 ???????CEO??????????HR???????
30:07 ?????????ChipNemo???????????????
31:47 ??TPU????????????????CUDA?????????
35:28 ???????????????
36:14 ?????????????????????????????????????
40:16 ????1? ???????????????
42:56 ????2?CUDA???????Coding Agent???

?????????????
46:30 ???????????????????
50:22 ????GPU??????????????AI Coding??OpenClaw
53:39 ?????????????AI????
56:57 ??GPU???????????????
58:42 ??GPU????????????????SLA????
01:01:04 GPU????????????
01:02:08 ????3?AI??????????

????
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????
Amei
????
??
?BGM?
Pulse Runner - Helmut Schenker
Interstate 895 - Bonnie Grace
Unfinished Stories - Lennon Hutton
Seven Daughters - Fabien Tell
AI sing-along recaps GTC keynote

?????????????

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: Alex Yeh, Dr.Mark Ren, Dr.Zhibin Xiao, and ??.

??????????????????????????????????????
????????????????????????????Northvolt???????????????????????????????????????????????????????????????????????????????????????? ?
?????????????????TDK Ventures ???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????
????????????????????????????????????????????????????????????????????????????????????????????????

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??????101?????

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Katherine He???TDK Ventures??????
?????????????
????????????

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????????????????
02:48 ???????????????????????80%??
03:11 ????????????????????????
05:03 ????????????????????????????
06:43 ????????????????????????????????????

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12:47 ????????????????????????
14:59 ???????????????????????????????????????
17:37 ????????????????????????
21:56 ???????????????
26:41 ?????????????????????????
28:27 ??????????????????????????????????

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35:48 ??????????????????????????????
39:40 ?????????????????????????
40:25 ???????????????

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50:06 ?????????????????2030???
55:32 ????????????????????????????????
01:00:38 ???????????????????
01:03:12 Northvolt????????????????????

??????
???????????????????????????????????
????? ???

?????????3???????????????????????3?24??

????
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????
Amei
????
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?BGM?
Invasion 2 - Fredrik Ekstrom
Pulse Runner - Helmut Schenker
All Parts Equal - Airae

???????2026?1?16?

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ???, ???, and ??.

?AI????????????GPU?????????????????????????2024????????Apple Intelligence???TPU???2025??Anthropic????????????TPU??Claude????Meta???????????????TPU?Llama?
TPU???????????????????????????????????TPU???Gemini 3?????????????????????????????????????????????????
?????????????TPU???Henry???2018??2024?????????TPU?????????????TPU??????????????????????????????????TPU??????
????????TPU?GPU??????????TPU????????????????Anthropic?Meta??TPU???????????????????????????????TPU?????????????????TPU?????????????????

????
?????101?????????
????
Henry Zhu??Google TPU??????V6/V7/V8 TPU??

??????
TPU??GPU
03:06 ?????GPU??????TPU??????
06:41 TPU vs GPU???????????
10:20 TPU?????HBM??????

XLA????
14:06 Anthropic???????????
16:01 ??????????????
17:47 XLA?CUDA???????
19:53 ????????TPU????

???????
20:45 Gemini?????TPU?????
22:34 TPU????MoE????
23:45 ?????????????????
26:05 TPU????V6??????????
28:53 Transformer?????????????????
32:04 Meta?TPU?????????????

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36:08 ?????????TPU?????????
38:27 ???Broadcom????????????
42:04 ??GPU??????????????
45:36 V7?Ironwood????Gemini??100%TPU??
48:15 ?????TPU???

TPU?????
49:49 V1???????V2???????V4??????
52:16 V5/V6?????????????????
56:05 ???????????????

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57:14 ?????????????
59:27 ??????????????????
01:01:59 AI???????

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54:20 ???Groq???Jonathan Ross?????????????

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?????????Anthropic????????????100??TPU???
?????????Meta???????????TPU?

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????
?? Jacob
????
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?BGM?
Virtuoso Violin - Rafael Krux
Angular Pulse - Guy Copeland
Top Flow - This Violin

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

????????????????????
??????????????????????????

Special Guest: Henry Zhu.

??????2.3???ChatGPT????????????????????????30%?????????????????????5%?
????????????????????????????AI????
???????????????????????AI?????????????????????10????????????????????????OpenAI??ChatGPT for Health?????Anthropic?????????Claude for Healthcare??????????????OpenEvidence??120????????AI??????40%????????????
???????AI??????????????????AI??????????????????????????????????
???????????????????????????????????????????medical coding????????????????????????61.8????????????????????????????????????????????????????AI?????????

????
??????101??????????
????
???Fusion Fund???????
?????????????????????????????????@???Y?????????????????

??????
AI????????
01:13 JPM??????????????AI?????????????
04:05 2026?AI?????????????????
04:58 ??????????????61.8?????????????

Anthropic????????
08:21 ????????????????????????
10:30 AI?????????30%???????????????5%
13:56 ??????????????????AI?
17:26 HIPAA???????AI??????
20:50 ?????AI????????

OpenAI?ToB???????
21:34 OpenAI??????ToB??????????????
23:57 ??????????AI ?????
25:26 ?????OpenAI????????????
27:55 ???????????????

OpenEvidence??????????
28:51 40%??????????OpenEvidence????
32:30 ?????????????????????
33:25 ??????????????????????
35:12 ??????????????+???????

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40:19 AI?????????????+???????
44:16 HealthBench??????????????????????
48:31 ??v.s??????????AI?
52:27 ??3.0?????>???????????

???????????
????????????????HIPAA??????????????????????????????????????????????????
ChatGPT for Healthcare?OpenAI ToB??????????????????????HIPAA?????????OpenAI API?????HealthBench???
ChatGPT Health?OpenAI ToC?????????????????????????????????????????????????????????????
Claude for Healthcare??Anthropic???????AI????????????????????????HIPAA??????????

????
??
????
AMEI
????
??
?BGM?
Primary Code - Max Anson
Getting to It - Max Anson
Unfinished Stories - Lennon Hutton

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ??? and ??.

???????????????????4???????13????????????????????????????
??DeepMind????AlphaGo?AlphaFold??????2024????????????????????????????????????????Gemini?????????????????
????????????????????????????????????????????????????????
???????·??????????????????????????????????
???????????????????AI??????????????????????????????????????????????DeepMind???????????????????????????????????????????????????????????????????????????

????
??????101??????????
????
??????????????????????????AI?????

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03:12 ???????????????????????
06:53 ??????????????

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10:38 ??????????????????????????
13:41 ????????????????????????
15:50 ?????????????????????????
17:22 ??????????????????
20:15 ????????????????????????

DeepMind?????
22:23 DeepMind????????????·??????
26:17 ???????·?????????????????
31:33 ????????????DeepMind??????
37:59 ?????????????????????
41:18 AI??????2024????????????
46:07 ???????????????NHS???????????
52:42 ?????????????AI???
55:16 ?????????DeepMind??????????

?????????????
59:31 Gemini??????????????
1:03:02 AI???????????????
01:07:24 ????????????????????????
01:09:13 ?????????????????????????

??????
???????????????????????????????AI????The Infinity Machine?Demis Hassabis, DeepMind, and the Quest for Superintelligence?
???[?]?????·????Sebastian Mallaby?
??????

?????????2???????????????????????3?2??

????
??
????
AMEI
????
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?BGM?
Ashbound Oath - Ruiqi Zhao
Estimations - Christoffer Moe Ditlevsen
Floating in Space - Eva Hummingbird

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guest: ???.

????????????

2026?2???????????????????????????????Anthropic??Claude Cowork??????11?????????????????????????????????????????????????????????SaaS??????
????????????????????????????????????AI Agent??????????????????????????????????????????????????????????
???????????????????AI??????????????????1000???????????20????????KPI???????????????????????????????????????????Agent???????????

????
??????101?????

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??????????????????Agent?AINative?????RaaS?????????

??????
SaaS????RaaS???
03:46 ?????????Anthropic????????????SaaS????????
05:14 ??????????????????????????????????
09:46 RaaS?????????????????????????

?????????20?????????
15:05 ??????????????????????1?AI????
18:17 ?????????????????????????????????
20:50 ?????CEO??????????????????????
22:32 ?????????2020??????????????????AI?????
27:07 ?????45?????AI???????????????

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34:06 ??????? AgentStore??????Apple Store?????????
38:20 ????????28???2??AI??????????????
41:07 Vibe Coding?????????????????????AI????
42:29 ???????????????56?????4???????

??????????????
47:53 ?????2.5????????????????????????
49:47 ??FOMO???????????????????????????????????
52:37 ?????????Know-how??????????Agent?????????????

???????????
SaaS????????PaaS????????IaaS???????????????????????????????
? SaaS?????????????????????PaaS?????????????????????????????????????????
? PaaS???????????????????????????IaaS??????????????????????????????????????????
? IaaS????????????????????????????PaaS?SaaS???????????????????????????????????????????
TaaS?Transaction as a Service???????????????????????????????????????????????????????
53:28 Prosumer????Producer + Consumer????????????

????
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????
AMEI
????
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?BGM?
Ashbound Oath - Ruiqi Zhao
Estimations - Christoffer Moe Ditlevsen
Floating in Space - Eva Hummingbird

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guest: ???.

AI?????????????????????????????????????Mac mini?
GitHub????????14???????????????????Mac mini????Clawdbot??2026?AI Agent?????????????????????????????????????????AI??????Moltbook????????????
Clawdbot????????????????????Agent?????????????????????????AI?????????????????????Agent?????????????????Agent??????????
?????????????????????????????????????????????Clawdbot??????????2026?AI??????????

????
??????101?????

????
??????????????AI????????OwliaBot builder?X handle@zhixianio
???Troy?EverMind VP????????????????????????????NLP?????????????????????????????????EverMind
????PamirAI CEO

??????
?Clawdbot??????????
05:04 ????????????Clawdbot?????
12:24 ????????Aha Moment?Clawdbot?????????
13:28 ?????Agent????????????????????
14:06 ?????Agent??????????????
14:24 ??????AI??????????????????
16:28 ?????Agent??????????API???????????
21:40 ??????MD???????Context?????????
26:04 ?????70%?????30%??????????????
29:48 ??????Agent?????????????????

Agent??????????????
31:40 ?????????Agent?????????????
50:42 ??????Mac mini??????Agent?????
52:11 ???????Agent?????????????I/O????
53:50 Agent????????????????????
56:22 ??????????????????

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43:22 ?????????Agent?????????????????
1:00:55 ???????????????Agent????????????????
1:07:58 ???????????????????????????
1:10:33 .md?????????????????????
1:12:56 ??????????know-how?????????Agent?????????
1:17:26 ????????AI????????Idea?????????????

????
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????
AMEI
????
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?BGM?
Getting to It - Max Anson
Poisson d'Avril - Ludvig Moulin
Rumors About Us - T. Morri
Primary Code - Max Anson
Star Voyage - Out To The World

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ???Troy, ???, and ??.

2025?????AI?????????????????????????????????????????????????????????????????
????????????????????????????????????????????????????????????????????????AI?????????????????????????AI???????????????????????
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? AI????????????
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? ????AI????????
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??????101??????????

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????????????????
?????Insta360?????
?????????????&CEO

??????
???????????
03:23 ??????????????
06:57 AI???????????
10:12 2025????????
16:27 AI+??????????????????
19:18 ???????????????????
22:13 ???????????????
23:51 B?????????????????????
26:45 ????????????????
29:31 ???????????????????????
33:33 ?????????Token?????
35:40 ??????????????????Agent????

??Insta360???AI
38:54 AI?????????????
40:49 AI???????????????
43:02 ??????????????

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48:57 AI??????????
54:16 ??????????
56:05 ?AI??????????
01:00:24 ???????????
01:03:34 ToB???AI???????SaaS???

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????
AMEI
????
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?BGM?
All Parts Equal - Airae
Poisson d'Avril - Ludvig Moulin

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ????, ???, and ??.

???????????????????
????????10??????????????????????????Edited?????2025???????????????????????2022??47%????39%?????????????????????????????????????????????????????????????????????????
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31:39 ?????????????????
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34:45 ?????????????????????

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37:41 ???????????????????
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50:56 ?????????????????
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How Lululemon fell out of fashion-Farewell to figure-hugging leggings; baggy is in
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Hedi Slimane???Dior Homme?Saint Laurent?Celine???????????????????????????????????
??????Karl Lagerfeld??????????????????????????????????
Demna Gvasalia? Gucci ????? Balenciaga ?????Vetements ?????????????Gucci????????
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Vibe ?????????????????????????????????????????????"???"?
Athflow????????????????????????????????????
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WGSN???????????????????????????????????????"????????
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City Boy?????????POPEYE??????????????????????????????????????????????
Clean Fit????????????????????????????????????"????"?
Y2K??Year 2000"?????2000?????????????????????????????????????????Z????????
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ARCHIVE ????????????????????????????????????????????????
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??T ????2019??????????"???T???"?????????T??
CORTIS ??????HYBE??2025????5??????????????
Baggy Jeans ??????????????????????????
Playboi Carti?????????????

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AMEI
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?BGM?
Quirky Hip Hop Dramedy
In a Minute - John Runefelt
San Pedro - Sugoi
Vem Ficar Comigo (Instrumental Version) - Luiz Mura
Short Circuit - Ryan James Carr

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??????101
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?????YouTube?Bilibili ?????101???
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Special Guests: ?? and ??.

??????????????????????????????????????????????????Demo??????????????????????????????????????????????
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00:40 Consensus Hong Kong 2026

CES????????????
02:26 CES????????????
03:42 Boston Dynamics????????????????
07:06 ???????????
10:17 Demo????????????
11:51 ??????????????????????
16:13 ?????????????????
19:26 CES?????Sharpa????????????????

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23:42 ???????????????????????
26:24 ????????????????????????
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35:27 ??????????????????
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46:50 ???????????????????
47:43 ????????Tiktok????????????????
51:31 ???????????????????????
54:54 ??????????????v.s????

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2026?2?10?12??Consensus Hong Kong???????????????????100????????6,000 ????????????????????????????????????????????????????????????????????
?CoinDesk???Consensus????????????????? Web3???????????????????????????AI ????????????AI?????????????????????????
????????????Consensus???????????????THEVALLEY?????101?????

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AMEI
????
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?BGM?
Ruffles and Rust - Fabien Tell
Paradigm Shift - Gavin Luke
Lost in Time - Aiyo

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??????101
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?????YouTube?Bilibili ?????101???
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Special Guests: ?? and ??.

???????101????????????????????????????????????2025???????????AI???????????

2025????????????AI????????????5???????????????????????Gemini?TPU??????66%???????AI??????????
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??2026?????????????????????????????????? ???????????????TPU?ASIC?????GPU??????????????????????????2026????????
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Bruce Liu???Esoterica Capital(????)???????????
Ren Yang???Esoterica Capital(????)?????

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00:19 2025???????????????
08:23 ???????????????????
10:09 2026???????????????
13:57 ????????????????
16:23 GPU vs ASIC??????????
25:08 AI?????????????????
28:03 OpenAI??????????????
32:12 SpaceX??????????????????
36:54 ??????AI?????????
39:33 ??QA???????????
41:30 ??QA?2026?AI???????
42:20 ??QA??????????????????

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AMEI
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?BGM?
Lens Flare 3 - Peter Sandberg
The Light from Within - Howard Harper
Say a Prayer (Instrumental Version) - Egaoya

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??????101
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?????YouTube?Bilibili ?????101???
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Special Guests: Bruce Liu and Ren Yang.

???????101????????????????????????????????????2025???????????AI???????????

2026????????????????????
???????????????FSD V14??????????????????????????????????????????
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????????AI???

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02:58 ???FSD V14????????????
08:44 Waymo vs ??????????????
12:11 ???????????????
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25:13 ????????????????
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35:34 ??QA?FSD???????????
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2?20??????????????FSD????????????
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AMEI
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?BGM?
Smiling Neighborhood - Claude Signet
The Light from Within - Howard Harper
Ever Forward - Francis Wells

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??????101
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?????YouTube?Bilibili ?????101???
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Special Guests: ??? and ??.

???????101????????????????????????????????????2025???????????AI???????????

??2025??AI????????????????????????????????????????????????????????????
??????????????????????????????????????????????????AI?????????????????????
??2026??????????????????????????????????Scaling Law??????????????AI?????????
??????????????????????????????OpenAI?Anthropic??????????????Google?xAI???????????????????????????????????Scaling Law?

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?????101?????

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Howie Xu???????????????????500?Gen??AI/???
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01:25 2025?AI???????????
02:09 AI????????????AI????
04:28 DeepSeek????????????
06:01 Neolab 2026???????????
10:57 Scaling Law?????????????
16:50 Meta?????Manus???????
25:11 OpenAI?????????????
29:08 Anthropic?ToB????AI Coding??????
35:22 AI?????2026???????
41:22 ??QA???Agent?????

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Thinking Machines Lab (TML) ??OpenAI?CTO Mira Murati??
Safe Super Intelligence?SSI???OpenAI??????Ilya Sutskever??
Humans&???xAI???Eric Zelikman??

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AMEI
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?BGM?
The Secret Spring - Helmut Schenker
The Light from Within - Howard Harper
Ever Forward - Francis Wells

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ?? and ??.

??????????Hyrox????????????????8?????????????????????????????????100???????
???????????????????????????2017??????????????2021?????????????????2025?????????????3.4???????????????25/26????????????100?????????????130??
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Mike???????????????
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20:22 Mike?Hyrox??????????????
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28:06 Hyrox?????????????????????????
30:12 ?Hyrox???????????????????
32:38 Ins?Tiktok????????Hyrox????????
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35:15 UGC??+???????Hyrox?????????
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39:40 ????????????????

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42:09 ????Hyrox???????????????????
44:04 ??Hyrox???????+??+??+IP??
45:24 ????????????????????????
46:42 4???????????600??4??
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55:18 Hyrox???????????????
57:25 ????????????????????
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Hyrox??????

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AMEI
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?BGM?
Whiskey & Gasoline - Def Lev
The Vindicator Waltz - FormantX
The Pump - Bonkers Beat Club
In a Minute - John Runefelt
Star Voyage - Out To The World

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: Mike, ??, and ??.

12???????????????????·?????LVMH??????????????????140????600????????
???????????????????40???????????????????????????????
?????????????????????????2010?10??LVMH???????????????20%?????????????52??????????????????????????????
??????????????????????????????????????????????????????LVMH???

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02:36 ????·????????????
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20:18 ???????????????????
21:59 ??600?????LVMH?????????
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29:44 ?????LVMH??????????
33:56 ?????????LVMH????????
44:16 LVMH??????????????????
47:39 ?????????52?????????
51:46 ????????????????????
54:08 AMF????????????????LVMH
59:39 ?????LVMH???????

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01:04:15 ????????????????????
01:08:26 ?????????????????????
01:12:32 ?????????????????
01:14:42 ???????????????????

???????????
???????Vol.234 ??? | LVMH???????????
???????????

?????????????
Wall Street Journal-How a Handyman?s Wife Helped an Hermès Heir Discover He?d Lost $15 Billion
The Journal-The Case of the Missing $15 Billion Fortune
Le Monde-L?héritier Hermès, le jardinier et les 12 milliards d?euros disparus
INSEAD-?Hermès Paris?
New York Times-The Strange Case of an Hermès Heir, an Emir and a Deal Gone Wrong
Le Monde-Les héritiers
Le Journal du Dimanche-Face à LVMH, le front Hermès se fissure
Le Monde-Le plan très secret de LVMH pour entrer chez Hermès
??AMF(???????)?2013??????LVMH????????????
????????
LVMH-Exceptional distribution of Hermès International shares
Acquired Podcast-Hermès 
WWD-Hermes To Make Debut On Paris Bourse June 3

????
??
????
AMEI
????
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?BGM?
One Step Away - Dian Shuai
Gossip Talk - Arthur Benson
Straight Flush - Isaac Larson
Quirky Hip Hop Dramedy - Loop

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ??? and ???.

??Netflix??????????????????????????????????????????????????WBD???????????????????????????????????
????????101??????????????????????????????????????????????????????????12?7????????????????????????????????Netflix????????????????????????????????????????????????????????????????????????????????????????????

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Yiwen???101?????
Jinpeng???101?????

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?????????????AMA?Ask Me Anything????????????????????Reddit??????????????????????????????????????????Hugging Face?????Thomas Wolf???????????????????????????????????????????????????Netflix??????????????????????????101?????AMA?

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03:37 Netflix??????????????
04:51 ??????????
07:39 ?????????????????
10:29 ???????????????????????Netflix
13:55 ???????????????
16:02 ????????????
17:50 ???????
22:12 Netflix??????????????????
24:34 ??????IP??Netflix????????
25:08 HBO Max?????
30:23 ??????????????
34:07 ?????????K-Pop??????????????
35:34 Netflix?????????
36:18 ?????David Ellison????
39:19 ?????CEO????????
42:45 ??????????????
44:50 ????????????????
49:52 ????????Netflix????

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???????Warner Bros. Discovery????????????HBO Max????CNN???Discovery?????????????TLC??? ????Paramount Skydance????????Paramount+????CBS????MTV/Nickelodeon????????Pluto TV?????? ?????Comcast???????NBC????Peacock???????????????

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SVOD?Subscription Video On Demand?????/??????????????????????AVOD?Advertising VOD???????????Youtube? ???????????????????????????????????????????????????????????????? ????????????????????????????????

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AMEI
????
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?BGM?
A-Day - Wendel Scherer
Contaminated Sea - Marten Moses
Yellow Light - Arthur Benson
Unfinished Stories - Lennon Hutton

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: Jinpeng, Yiwen, ??, and ??.

2026??????????????????????????????????????Optimus Gen 3???2026?????????????????????100??????????????????????80%?????????????????????????????????????
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Demo??????
02:37 ????????????????????????
05:58 ?????Demo???????????????
08:23 ?????????????????????
15:32 ????????????????????

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19:26 ???????6?????????????ILDA?
21:26 ????????????????????Sharpa?
24:59 ??????????Shadow Hand?ORCA???????Tesla?
29:57 ??????????????
33:13 ???????????????????
36:21 Evan?????????Optimus??????
40:33 ???????????????????????????????
42:52 ??vs??????????????

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44:32 ??Meta?????
48:25 ?GPT????FSD?????????????
50:08 ??????????????
52:01 ?????????????????
53:33 ???????????????
58:11 ?????????????????
01:01:27 Genie3??????????????
01:03:17 ?????????????????
01:07:09 ?????GPT????????

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??????????????????????????????????
???????????
1X
ILDA
Shadow Hand
ORCA Hand
Sharpa
Figure AI
Tesla Optimus
Physical Intelligence?PI?
Sunday Robotics
Generalist
Covariant
TetherIA
????

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????
AMEI
????
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?BGM?
The Light from Within - Howard Harper-Barnes
Floating in Space - Eva Hummingbird
All Parts Equal - Airae
The Secret Spring - Helmut Schenker

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ??? and ???.

????????????????????????????????????1X??????Neo???????????????????????????????????Teleoperation???????????????????2023???????AI???????????????????
??????????????????????????????????????????????????????????????10??100????????????????????????????2035????????????????138???
????????????????????Embodied AI??????????????????????????AI????????????
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??????101?????

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Jonathan?????????????1998????????????????????????????????????????????????
Christine Qing?Shanda Group???/????????????????????????????????????????????????????AI???????

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02:19 ???GPT-3??????????????
07:51 ????????????????
10:14 ?????????????????
11:26 ????????????????????????
13:58 ?????????????????????
21:41 ??????????/??????????????????
31:52 ?????????????????????
34:13 Rodney Brooks?????????????????????
42:43 ?1X??????????????Teleoperation??????????????
44:45 ??????????????
58:11 ???????????????????
01:02:57 ???????5???????

???????????
??????????????liuyiming0010
SemiAnalysis?Robotics Levels of Autonomy
Morgan Stanley?China Industrials Asia Pacific Humanoids How Far Apart Are Reality and Ideal
Goldman Sachs?China Humanoid Robot- Supply chain field trip takeaways
Bernstein?Asia Emerging Robotics Embrace the Humanoid Era
Rodney Brooks?Why Today?s Humanoids Won?t Learn Dexterity
WSJ?The ?Hands Problem? Holding Back the Humanoid Revolution

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1X
Figure AI
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Physical Intelligence?PI?
Skild AI
Agility Robotics
????
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AMEI
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?BGM?
Hidden Agenda
fauna - bomull

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: Christine Qing and Jonathan??.

??????????????????AI????????????????????????GDP??????
???????????????????????????????CEO???·?????AI????GPU????
???????????1?? 10 ?? 100 ??????????????????????????????????????AI????????????????????????????AI?????
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03:30 ????????????????????????15Gw
05:34 ??????AI???????????????????
10:31 ??????????????????????
12:45 ???????????????????AIDC????
15:00 ????????B????AI??????????
17:09 1Gw????500???????
19:49 ???????????????????

????????
23:20 ???AI?????????/???????GPU????
25:24 IREN?????????????????????
30:00 ????????????????AMD???????
31:55 ???????+?????AI?????????
26:20 GPU??????????AI????????????
37:29 ?????????????????????????
40:43 AI???????????????????
43:13 ?????????????+???????????+???????
44:36 AI???????????????????

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48:57 ??????????????????AI??
53:03 OpenAI????????2026????
57:00 ?????AI??????????????
62:50 ??????????????????
69:45 ???AI???????????????????
70:56 ???????????Mara?vs ?????Iris?
75:09 ????????????????????????AIDC
77:15 ??????AIDC????????????

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?AI?????????2028????????????44?????
?????????????????????101 Weekly??
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???????????
Applied Digital
Core Scientific
CleanSpark
Riot Platforms
Cipher Mining
Galaxy Digital
IREN
????/Bitdeer
Hut 8
Marathon Digital?MARA?
Crusoe Energy
Wulf

?????
CoreWeave
Nebius
Oklo
GE Vernova (GEV)
Blue Energy
Anthropic
Blue Owl Capital

?????
ATM?At-the-Market Offering ??????/???
ABS?Asset Backed Securitization????????
CDO?Collateralized Debt Obligation????????
REIT?Real Estate Investment?????????

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????
AMEI
????
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?BGM?
Interruption - Craft Case
All Parts Equal - Airae
Anticipating a New Day - Stationary Sign

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guest: ??.

???????????????????????????????????????????????????
2016?????????????????????????????????????????????????????
??????????????????????????????????????????????????????????????????????????????????????????????Janice Zang??????????????????????????????????????????????????????????????????????????????????????

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?????101?????????

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Janice Zang????????????????N1 Life??????CEO?Airdrop??????

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03:36 ?????????90%???????
08:44 ????bug?????????????
13:14 ?????????????????????????
15:52 ???????????????????????????????????
19:13 ???????????????????????????
21:57 ???????????????????????

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23:04 ???????????????????
26:53 ?55°???????????????????????
31:52 ??????????????????????????
35:25 ?????????????????????????????????
37:53 ???????????????????????
39:18 ???????????????????????????
40:54 ???????????????????????

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41:54 ??3?5?????????????????
44:02 ?????????Jak????????????
44:45 ??????????????+?????+??????
47:29 2016???????????????????????????
53:43 ????????????????????????????

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59:15 ???????????????????????ToC????
62:49 ?????????????????????????????
65:20 AI????????????????
67:52 AI???????????????
72:59 ???????????tips???????????

??????
?????????????-?????

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AMEI
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?BGM?
Who's the Boss Now - Stationary Sign
Moonbug - Harry Edvino (Version a14336e6) - fullmix_high_quality

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ?? and ???.

?80????90????00??????2020??????????????????????????????????????
?????????????????????????????????????????????????????????
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???????????????????????527.5????1293.2????
??????Verified Market Research????????????????2020-2027???????????23%?2027??????????????
??????Raisin UK?????????????????????????
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Vincent??????????? Dice Con?????????????
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02:54 ??????CCG????????????
04:04 ??????TCG???????????
05:38 TCG???????????????????
08:19 ????????????IP??
11:17 ????????????????????????

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14:29 ????????????????
16:49 ?????????
17:34 ???TCG???????
19:54 ??????????????
21:54 ?TCG???????????????
23:59 ?????????????????
26:47 ???????????????
32:17 ????????????????????
34:15 ????????????

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38:36 ??????????????
44:35 ???????????????
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48:29 ??????????????????????????
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55:16 ?????????????????

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PSA?Professional Sports Authenticator???????????????????????1991??????????????????????????PSA?????????????????BGS?Beckett Grading Services??CGC?Certified Guaranty Company Cards??SGC?Sportscard Guaranty Corporation??
??????NBA??????·?????Victor Wembanyama)???·????Cooper Flagg?????·????Cameron Boozer????·????Cayden Boozer?????·?????Tyrese Haliburton????·???Jordan Poole?
????????????2007-08???Upper Deck Exquisite?????????????????PSA???EX-MT6????1/1???8????1293.2??????????????????

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AMEI
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?BGM?
San Pedro - Sugoi
Say a Prayer (Instrumental Version) - Egaoya
All Parts Equal - Airae
Unsolved - Mythical Score Society

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Special Guests: Vincent and ??.

?2025???????GDP????????????????????
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JJLake?????Mountain View????? + ??????????300????Oriza Holdings???????JJLake?????????????????????????????????????????????JJLake?????????????????????JJLake?????????
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02:25 JJLake????
AI????????
04:43 OpenAI????????10??????100???????
06:36 xAI?Meta???????????????????
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10:44 Power First???????????????????????????
13:43 ??????????????????????????????????????
15:59 ???????????????????????80%???
18:03 ???????????????????????????

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22:30 ??????20????????2?3??????
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24:55 Sam Altman??????Oklo???????????
26:10 ??????????????????????
28:22 ???????????????????????
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42:54 ???????????????5%??????????????2030????
24:46 ????????????????8?10??
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48:34 ????????????????
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32:47 ?????????????xAI ????? Colossus 2 ?????????? 119?????????????????

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AMEI
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?BGM?
Orbit Calling - Experia
Un Piccolo Party - Martin Landstrom
Silent Approval - Howard Harper-Barnes

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Special Guests: ??? and ???.

9???????Sora2??????????????10????????????AI?????Tilly Norwood???6???????6.5??????????????????????????????????????
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02:45 ?Sora2?????????????????
05:58 Text-to-Video?Text-to-3D???????????
08:55 ??????????3D????????????
13:33 ???????????????
16:34 ??????????AI????????

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19:46 ?????????????????????
20:46 Jessica Hodgins???????????
22:24 ???Robotics??????????????
26:49 ???-??-????????????????
29:45 ????????????????v.s?????
32:07 AI??+?????????????

3D?????????
37:02 B???????C??????
40:36 ???????????????????????
42:21 ????????????????????

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45:07 ??????????????????????
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47:18 ?????????????????????????
49:23 ????????????????????
58:33 ????????????????????

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VLA???????????????????????????????Vision????????????Language???????????????Action??
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AMEI
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?BGM?
Azoic - Max Anson
Treasure Hunt - Helmut Schenker
Lost in Time - Aiyo

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Special Guest: ???.

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06:45 ????????????????????
12:52 ?????50%???????????????
14:09 ??????????????????????
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24:38 ??????????????????
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29:11 ????????????????????
30:59 ?????????????????????e.g.?????

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36:33 ????????venture link?????????????????
40:59 ?????????????????????
47:59 ???????????????????e.g.??????

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52:19 ??????????????????
58:57 ????????????????????????????
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62:15 ?????????????????
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65:29 ??????????????
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AMEI
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?BGM?
Ga$ Money - Xavy Rusan
Yami Ichi (Black Market) - Isaku Kageyama
No Turning Back - Alan Carlson-Green
Cramp Blues - John Runefelt
Un Piccolo Party - Martin Landstrom
Simple Pleasantries - Arthur Benson

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ?? and ??.

???????????????OpenAI???Sam Altman??????????????Merge Labs?????????????????????????????
??2025????????????????????????????????????????Neuralink???????????????Neuralink????????????????????????????????????????????
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??????Gestala????CEO?????????????????????????????

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2025?10?27?-28??????????????????????????AIAS 2025????????One Sansome?????AI???????????????????????????????Omar Yaghi?David Baker ? Jennifer Doudna??????????????????????????aias2025.org????

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01:00 AIAS 2025???
????????
03:56 ???????????????????&????
05:12 ???????????????????????????????
08:47 ???????fMRI???????????????????????
11:16 ?????????????????????????????????
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14:43 ???????????????????????????

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17:41 ??????????????????????25%
18:49 ??????????????????????????
20:43 ??????????????????????
21:13 ??????????????????????????
22:06 ???????????????????
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26:13 ?????????????????????????
30:22 ??????????????????????
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33:19 ??????????
34:30 ?????????????????????

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37:22 ???????5????????????????
-Spire????????????????
-Nudge????Fred?Coinbase?co-founder??Thrive Capital?????????
-Forest Neurotech???????Eric Schmidt??Google CEO?
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-Merge Labs?Sam Altman????OpenAI??????
41:28 AI??????????????????????????
42:31 ????????????????????????
44:12 ??+AI???????????????????

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48:03 ???AI?????????????????????
51:19 ????????????????Geoffrey Hinton????????????
52:00 ????????????Demis?????AI??????Isomorphic Labs?????????????????

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54:57 ????????????AI???????????????????
57:04 ????????????????????????????
58:40 ????????????????????????????
01:04:08 ?????????????????????????????????????

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01:06:14 ?????????????
01:11:29 ??????2028???????????????
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Sam Altman???????????????? + ?????????

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Spire ? Nudge ? Forest Neurotech ? Sanmai ? Merge Labs

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AMEI
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?BGM?
In All Seriousness - Howard Harper-Barnes
Un Piccolo Party - Martin Landstrom
The Big Truth - August Wilhelmsson

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guest: ??.

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40:38 ??????Coach?????
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42:29 ??????????????????????
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1:04:27 ???????????????????

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MECE??????????????Mutually Exclusive, Collectively Exhaustive?????????????·????????????????????????????????????????????????
IKIGAI?????????????????????????????????????????????????????????????????????

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AMEI
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?BGM?
Cat's Tango - Guto Lucena
Simple Pleasantries - Arthur Benson
Unfinished Stories - Lennon Hutton
Cold and Blue - Roy Edwin Williams
Lost in Time - Aiyo

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ???, ??, and ??.

?????????·????Marvin Minsky??1985????????????The Society of Mind??????????????Agent??????????????????????????????
40????????????????2025??Manus???????????????????????AI??????????????????????
9?11???2025 Inclusion·?????????????????????101?????????????????????????????????????????????

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???101?????????????????????????????????????????????????????????????????101??????10?5??????????????????
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01:36 ??????????????????????

Pokee.ai?????????
06:35 ????????????????????
09:12 ?????????????????????
11:14 ?Chat Bot??????????????????????
12:55 ???????????Human-in-the-loop

Second Me???AI??
14:09 ?????????doing something???????being
15:12 ???????????????Facebook????
16:49 ??????????????????????

Lovart?????????
18:01 ??????????????????????????????????
20:04 ???????????AI???????????
20:52 "NanoBanana?"??????????????????

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22:00 ???????80%?90%???????8?10????C?????
25:14 C?????????????????????
28:43 ??????????Cursor?????????????

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32:01 SFT???????????????RFT??????????????????
35:35 ?SFT"???"???????????Exploration?????
37:14 ???????????????Training time ?Inference time

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37:57 ?????B???????????C????????
38:56 ?????????????????????????????????
40:17 ?????????????????????????????????
43:46 AI???????????????????????????
44:50 AI???????????KOL????????????

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46:54 Pine?????????Agent???????
47:28 Claude Code SDK????????NVIDIA
48:44 Lovable???????????
50:00 Cluely??????????????

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AMEI
????
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?BGM?
Anticipating a New Day - Stationary Sign
Ever Forward - Francis Wells
The Light from Within - Howard Harper-Barnes

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ???, ???, and ???.

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????????????????????????CTO?????????????????????????????????????WALL-OSS?????????????Physical Intelligence?????????Kay Ke?????????.??????
??????????????????????GPT-2???????2?3????????????????????????????????????????????????????????

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?????Kay Ke??Physical Intelligence?????????.?????

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05:36 2025??????????????????????
07:38 ?????????????????????????
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17:17 ???????????????????????????
20:03 ??????100??????????????????
23:06 ??VS????????????????????????
27:14 ??????????????????????????????????

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31:35 ????????WALL-OSS?????????????????????????
35:36 WALL-OSS???????????????????????
38:03 ????????????VS?????????????????
40:58 ?VLA???????????????????????????
44:10 ???????GPT-2??????1?2?????GPT-3??
45:31 ???????????????????????????????????????
52:31 ????????????????????
54:12 ???????????????????????????
58:13 ??????????????????????????????
01:00:20 ????????????????????????????

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01:01:31 ????????2?3???????????5?10??????
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01:08:43 ????????????????????????????????

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Physical Intelligence (PI)??????????????????.??? ????????????????????????????WALL-OSS RT-2?Robotics Transformer 2???DeepMind??????AI???? Genie3?????????3???DeepMind??????????????? VLA?Vision-Language-Action???-??-?????? Covariant Robotics???????????????????? ?????Long-Horizon Task????????????????????????????????????????

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????
AMEI
????
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?BGM?
Ever Forward - Francis Wells
Mixed Emotions - Arthur Benson
Supine - Peter Sandberg

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?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: ???? and ??.

?????2020?????????????????????????????????????????????????????????????CRISPR-Cas9?????????????????????????????????????2013???????????????????GPT ????
???????????????????????????????AI???????????

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00:08 ??101???????
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02:44 2013?Science?CRISPR-CAS9???????
05:51 ??????George Church?????????????
09:05 ??????????????CRISPR???????1000?
12:15 ?????09???????????????????
17:50 ??????????????????????????
18:33 ???????????????????
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23:40 ?????????????
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25:55 ????????????????????????????
27:52 ????????????????????????
30:58 ???????????????????????????
32:51 ?????????????????????????
36:30 ????????????????????????
42:15 ?????RNA?????????Cas9??????
CRISPR-GPT
44:01 ??????+Deepmind?????CRISPR-GPT???????
45:06 ???????????????+??+???????
51:13 CRISPR-GPT??????????????????ApoE4
59:53 ?????????????????
63:04 ?????????????????????
64:43 ???????George Church?????yes???
68:28 ?????????????????????

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???Le Cong?2013?CRISPR-Cas9??
?Multiplex Genome Engineering Using CRISPR/Cas Systems?

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AMEI

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?BGM?
Paradigm Shift - Gavin Luke
The Secret Spring - Helmut Schenker
Supine - Peter Sandberg

Special Guest: ??.

????????????????????????????????????????????????????0?1??1?10????????????????????

lululemon?????????????super girl????????????????????????????????????????

??????????????????????????????lululemon????????????????62???????

??lululemon?????????????????????Alo Yoga?Vuori?????????????????????????????????????????????????????????????????????????

?????101???????????????????????????????????????????????????????????????????????????????????????????????????????

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lululemon???
05:00 lululemon???????????????
06:57 Alo Yoga???lululemon?????????
08:57 Alo Yoga?Vuori????????lulu?????
12:35 ????????lululemon??????????

???????????
16:54 ???lululemon????????????????????
22:31 ???????????????????????
26:54 ?????????????????????

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32:01 ??Alo Yoga???????????????????????
37:25 ??????????????????????
39:03 ???HOKA??????????????
43:58 ??5??8??????????????????????

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47:40 ???????????????????
53:38 ???????????????????????

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55:58 ?????????????????????
59:57 ??????????????????????????
1:03:05 ???????????????????
1:06:08 ???????????????????10??

???????????????
Alo Yoga??????????2007???????????????Studio-to-Street???????????130?????????10????????lululemon?????????

Vuori?????????????????????2015??????????100??????????????8.25???????????55????

Brooks?????????????1914?? ?New Balance?Saucony?ASICS? ???????????

???On??2010????????????????????????????????????????????Cloudsurfer?Cloudmonster??

HOKA?2009?????????????????????????????????Deckers Outdoor?????????Bondi?Clifton??

???? 1949???????????????????KAYANO?NIMBUS?MetaSpeed????????Onitsuka Tiger?????????????????????????????

???????????????????????????????????lululemon?????????????????HOKA???????????????????????????????

????PELLIOT?????2012???????????2024???17.66??????140??????????????????????????????????

????KAILAS?????2003???????????????????????????????????????????????????????????

????
??

????
AMEI

????
???????

?BGM?
Quirky Hip Hop Dramedy - Full
Interruption - Craft Case
Unsolved - Mythical Score Society
Melting Glass - Eden Avery
The Road to Odessa - Lama House

?????????
??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????[email protected]

Special Guests: ??? and ??.

????????????????????????2025?7????????Robinhood???????????????????Kraken??XStocks??????????????????????????Blackrock???????????????????????????????????????????????????????????????????

?????101??????Robinhood??????????????????????????????????????Robinhood???????????????????????????????????????????????????

????????101???Web3 101??????

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??Jane???101?????????
???Web3 101????BODL Ventures ??????????

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??????
Robinhood??????CFD???????
03:04 ?????Robinhood vs XStocks
04:01 ?????????MiFID II+??BitStamp MTF?????
07:24 ?????????????CFD???????????????????
09:52 ????????????????????1:1????
10:29 Arbitrum????????????????1:1????

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12:05 ?????Robinhood???????????????PFOF?
12:38 ?????????0.8BP???8BP?????55BP????45??
13:26 ?????????55BP??=??+??+????
15:08 ???????????????Robinhood??????
16:04 Robinhood?????????????????????

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17:00 ??????????????????PFOF???????????
19:20 Robinhood???????????????????????
21:09 ???????????????????????????
23:52 PFOF???????Robinhood??+Citadel????
25:28 ???????Coinbase???eToro?????????????
26:25 ?????????????????????????PFOF??
28:32 PFOF????????????????????????
31:01 ?????????????????????480???
36:25 ??????1:1????+???????????????????
37:42 ???xStocks?????

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42:26 Robinhood????????????
44:02 ???????????????????
46:21 ???????KYC????????????????
50:45 CFD?STO???????????????????
52:17 SEC??????100??????????Reg.A??

???????T+2??????
53:39 WSB?????Robinhood???????????????
56:22 Trump Coin Moonshot?????10?+??????????????
58:24 ?T+2??????????????
01:01:56 ??7×24?????????????????????

??????????????
01:02:36 ?????????OpenAI?SpaceX?CFD????????????
01:05:32 IPO????????????????????
01:08:47 ?????????????????????

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Kraken
XStocks
Robinhood
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Solana
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Ondo Finance
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DEX?Decentralized Exchange?
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Euroclear????????
Clearstream??????

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Interruption - Craft Case
Clockmaker's Daydream - 369

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13:11 ???????????????????????????????????
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24:14 ??????????????????????????????????
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AMEI

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?BGM?
Paradigm Shift - Gavin Luke
The Sanctuary Within - Erasmus Talbot

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Special Guests: ?? and ??.

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ChatGPT Agent??????????+??????????Manus?Genspark?????????????????????Browser-based??????????????????????Sandbox???????????????????????????Workflow API???????????????????????RL????AGI???????????????????????????????????????????????????????

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ChatGPT Agent?????????
00:21 ??AI Agent??????????????????
02:12 ChatGPT Agent????????????? VS ??????
04:26 ???????Action???????????
05:45 ??????????????????????????
08:11 ????????????????????????
10:07 ChatGPT Agent?????????????Deep Research + Operator???????

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12:31 ??Agent?????Operator????Browser???????Sandbox?????Agent?????
14:52 ????????????
15:40 ???????????????????????
17:21 ?????????????????????????
17:37 ???+????GensPark??????????
18:46 Workflow+?????Pokee????????????????
20:23 Manus???Browser-based?Sandbox??????
22:28 Genspark??????????????????????
23:41 Pokee???????????????
26:52 B?????C???????????????????
29:36 Agent????????????????????
32:03 MCP?????2?????????????200?
33:47 Agent????????????????????

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38:52 ???????????????????????
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50:37 ??????????????????????????????
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54:08 Meta??Scale???????????
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01:05:42 RL????2024??????Richard Sutton??????????????
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01:15:28 ???????????????????????
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OpenAI???
ChatGPT Agent?Operator?Deep Research

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MCP / Model Context Protocol?????????
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SDK?????????
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Vision Model
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Workflow-based Agent
Reinforcement Learning / RL??????
RL Fine-tuning / RLFT????????
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Verification??????
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Human Feedback??????
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Human Readability?????
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E200?????????AI Agent??????????
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AMEI

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Simple Pleasantries - Arthur Benson
Anticipating a New Day - Stationary Sign

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2025???????AI Agent??????????????Cursor?????????????9??????Windsurf???????????????????Agent??????????????????????????????????????????????AI????????????Agent????????????????????????????

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2025??????????????????????????????????????????????????????????????????????????????????????360???????200??????????????? offer?
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AI Agent ????????????
00:12 ??Agent??????Cursor, Windsurf, Devin, Glean, GensPark, Manus??
2:29 Agent??????????? + ?????? + ??????
4:21 ??Agent???????????????????????
7:33 ????????Cursor??????Claude Code
08:42 Claude Code???IDE???????
09:28 ?????????Grok4?Genimi CLI??
12:15 Cursor?Windsurf?????AI??+???? vs ?????
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15:11 ToB????????????????
16:40 7????????????60?????????
20:20 ??????????????? + ????
22:15 ????????????? + ???
24:05 ??Agent?????Agent??????????

Agent??????????????
28:05 ?????OpenAI?????24???Windsurf ????
31:25 ???????????????????Agent??
32:57 ????????????????????????????
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39:31 ??????????????????

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E195??????????AI Agent????????
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AMEI
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Anticipating a New Day - Stationary Sign
Unfinished Stories - Lennon Hutton
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Lost in Time - Aiyo

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Yushan????101??????????????
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10:12 ???????????????????????/????????????????????????????
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45:56 AI?????????????????????????????AI??
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??????
2025?Cell?????14????????From geroscience to precision geromedicine: Understanding and managing aging

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E143?????????????????????????

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Peter H. Diamandis???????????????????XPRIZE?????????????????????????????????????????????????????

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???? Primary Hallmarks - ??????

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?????? Deregulated nutrient sensing: ??????????????????????????? ??????? Mitochondrial dysfunction: ????????????????????????????? ???? Cellular senescence: ?????????????????????????????

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??-???? Psychosocial isolation??????????????????????????????????-???-??????????????????

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HeartMate????????????????????????????????????????????

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UK Biobank?????????????2006???????????????????????????50??40-69??????????????????????????????????????????????????????????????????????????????????????

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Retro Biosciences????2021????????????????????????????????????????????????OpenAI CEO Sam Altman????1.8????????????????????

Altos Lab??????2022??????????????????????????????????????????????????????????????????????????????????????2022??????30???????????????????????????????????????????????????(Jeff Bezos)??????·???(Yuri Milner)?

Steve Horvath, PhD ?????Altos Labs???????????????????????????????????????????(epigenetic clocks)?WGCNA???????????????????

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Shinya Yamanaka, PhD ?????????????????????????????????????iPS?????2012?????????????

David Sinclair, PhD ????????????????????????????????????????????????????NAD+??????????????????????????

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AMEI

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?BGM?
Tickle - Josef Falkenskold
Lost in Time - Aiyo

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?????YouTube?Bilibili ?????101???
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01:59 ???????????????????????30%-80%
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32:47 ????????????2023?IRA??????????
34:35 ????ROI??20%???9???13????????????
38:44 ????????????????????
41:54 ????????????????????????????
45:59 ????????????????????3%
46:43 ??????????????????????
47:51 ???????????????????OECD??????

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49:39 ??????????????????????+??????+???????+??????
54:19 ?????????????????????
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59:33 ???????????10%????90%???
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PBM?
???????Pharmacy Benefit Management???????????????????????????
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E190????????????????????????
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AMEI

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?BGM?
The Secret Spring : Helmut Schenker
Supine : Peter Sandberg
Wild Night at Harry's : Harry Edvino

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AI???????????????????????
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11:21 AZUKI???????????????? ???????????????

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14:41??????????? AI ?????????????
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E164??????AI????????????????????

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AMEI

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Fool's Gold STEMS INSTRUMENTS - Spectacles Wallet and Watch
Moonbug - Harry Edvino (Version a14336e6) - fullmix_high_quality

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Can Sun?Backpack Exchange?????????????
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20:21 2019????????????????????

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30:08 Coinbase???????????????????
32:58 2023??????????????????????????
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35:49 ?????????????????????????????
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47:55 USDC??????????

2020??? 2022DeFi Summer??10??? 2023???????+??2.0 ?Operation Choke Point 2.0? 2024???????????

56:13 Coinbase?????USDC?????
58:43 ?????????????USDC?????
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E186????????????????????????
E182????????????????????????Tether

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AMEI
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Anticipating a New Day - Stationary Sign
Estimations - Christoffer Moe Ditlevsen
Clockmaker's Daydream - 369

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Special Guests: Can Sun, ??, and ??.

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Sophie?AI????????Entrepreneurs of Life???
??????
???Samsara AI??????GitHub?????AI??Superlinear Academy???
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Kolento?????????????
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00:53 ???AI Agent?????vs?????????
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09:28 ?????????????????????????
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20:20 ???Agent????????????????????
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36:10 Token???????????

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37:18 ???????????????????????????
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44:41 AI????????Agent????????

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Manus AI?Genspark Super Agent?Replit??? Agent ????Arklex AI?HeyBoss AI?CreateWise

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Sophie/Jimmy
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AMEI
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Sophie
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fauna - bomull
City Phases STEMS INSTRUMENTS - John Abbot
Wild Night at Harry's - Harry Edvino
Mastermind - David Celeste

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Yiwen???101?????

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Neko??????: ???????????????????????????

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03:16 Rare Beauty??????????????
04:43 Fenty Beauty????????????????
05:51 Rhode?????+????-->??????
06:30 ?????SKU?????????

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08:07 ?????????????????
09:39 ???cosmetics?VS???skin care???????????????????
12:52 ?????????????????????????
15:17 ????????????????????
16:24 Skims?????????????????
17:40 Selena Gomez??????????????????????????
22:22 ?????????????????????????

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24:08 ????????????????????/IP??
27:48 ????????????????????
31:17 ????????????????
33:33 JLo Beauty???????????????????????
35:34 ?????????
37:46 Clean Beauty????????????????
41:55 ?????????45+?????25+??

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42:43 ?????????????????
46:03 ????????????????
48:22 ????????????????
51:20 ????????????????????
54:13 ???10???Instagram??????????
54:59 PE????VS?????????????
58:27 ??????????????????????
01:04:14 ?????????????????
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Rare Beauty??Selena Gomez?????????????Hope?????Joy??????????
Fenty Beauty????Rihanna
Rhode????Hailey Bieber
JLo Beauty????Jennifer Lopez?JLo?
Skims?2019??Kim Kardashian?????Solutions For Every Body?????????
Kylie Cosmetics????Kylie Jenner
????MAOGEPING??????????????

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Aesop????
LVMH
e.l.f. Beauty
NYX
Colorpop

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SKU?stock keeping unit??????
Gen Z?Z??
DTC?direct to consumer????????

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AMEI
????
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?BGM?
Un Piccolo Party - Martin Landstrom
Quirky Hip Hop Dramedy - Full

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?????YouTube?Bilibili ?????101???
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Special Guests: Neko, Yiwen, and ???.

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Yushan???101???????????????
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02:39 ?????????????????????????????????
04:06 ??????????????????????????
06:55 ?????????????? ?????
10:57 ??????????????????????????????
13:29 ???????????????????????????????
16:52 ??????????????????? > ??????? > ????? = ???? >????
22:13 ???????????????????????

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26:28 ?????????????????????????
29:17 ???????????????
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37:32 ??????????????????????????????????
40:23 ????????????????????
42:17 ???????
43:33 ?????????????????????????
44:33 ?????????????????????
47:36 ??6?????????????????????
51:57 ?????????????????
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56:03 ?????????????????
57:48 ???????????????????
59:31 ??????????????????????????
1:00:49 ????????????????????
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01:09:15 ????????????????
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01:11:46 ??????????????????????
01:13:13 ????????????????????80%??????
01:13:49 ???????? "?" ??
01:18:03 ??????????????????
01:19:03 ??FMT?????????? "????"???????????
01:23:37 ????????????????????????????

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FDA - Food and Drug Administration: ???????????
FMT - Fecal Microbiota Transplantation: ????

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01:11:32 ?????????????????????????????
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?????????????????????????????????????? ?Gut-microbiota-targeted diets modulate human immune status?
??????
S2E47?AlphaFold?????50??????????????

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AMEI
????
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?BGM?
Wild Night at Harry's - Harry Edvino
Moonbug - Harry Edvino (Version a14336e6) - fullmix_high_quality

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??????101
?????Apple Podcast?Spotify????????????FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: Yushan and ???.

2025??Google I/O???????????????????? Bard?????????????????OpenAI?4o????I/O??????????????????????Gemini 2.5 Pro??????????AI Mode???????XR??????????
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?????????????Google????????Gemini??????????????AI Mode???????AI????????????????????????????????????????????????????????????????????????????????

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??Jane???101?????????
Yiwen???101?????

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Kimi Kong?Energent.ai??????ex-DeepMind
Shaun Wei?HeyRevia????ex-Google Assistant
??????Esoterica Capital?????????????????

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Google I/O 2025?????????????
00:11 Google I/O??????Bard???Gemini 2.5 Pro????
03:44 Google????????????????
04:34 ?????????Veo 3????Text-to-Movie

AI Mode??????????
06:58 AI Mode?????????????????????Open AI
10:09 ???????????????????AI???????
13:41 ?????AI??????????
19:04 ????+?????????????
23:14 ?????????Google?AI??????????

Gemini 2.5?????????
25:06 ?AI?AI?Gemini 2.5????
27:38 ????????Anthropic?????????
30:36 ???????Google????????????
32:21 ???????????????????
33:36 ????????Gemini????????????????????
37:09 ???·?????????60????Founder Mode?
38:10 ???????Google??????AI??
39:18 Google API???????TPU??????????????
41:26 DeepSeek??????API????

AI???????
42:44 AI Agent?????????????????
47:05 AI??????????????????
49:58 Google Meet?????????????????????
51:58 ?????????????
54:25 Google?AI???????????????
55:29 Google???????????????

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59:06 ????????????Google?????????????
01:02:27 ?????????????
01:08:56 ??????Google??????????????price in
01:12:53 Google????????????????????
01:17:25 ????????????????????????
01:18:56 AI Mode???????????????????

????????????
SEO?Search engine optimization????????
33:53 Google???????????Jeff Dean?Oriol Vinyals?Noam Shazeer

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AMEI
????
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?BGM?
Sunshine Rain - Brendon Moeller
The Twelve Spies - Silver Maple
The Last Run - Christoffer Moe Ditlevsen
Antidote X STEMS MELODY - Van Sandano
Anticipating a New Day - Stationary Sign

?????????
??????101
?????Apple Podcast?Spotify????????????FM???????QQ??
?????YouTube?Bilibili ?????101???
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Special Guests: Bruce Liu, Kimi Kong, and Shaun Wei.

??2025??AI Agent??????????OpenAI???????Operator??Manus??????7500????????????????AI Agent????
????????AI Agent???????RFT????????????????AlphaGo??????????????????????????????????AI Agent????????????????????????????????????????? ????????????????????????Agent?????????????AI Agent???????????????????????AI Agent?????????

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??Jane???101?????????

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RFT???Agent??
00:05 AI Agent???????????????
04:55 ????????Agent??
06:36 RFT????????????Agent?2025?????
08:10 ??????AlphaGo???????????????????????
11:04 ????????Agent????????
14:27 OpenAI Operator???????????????
17:32 ?????????Agent???????
20:55 ???????Scrapybara?????
22:39 Cursor?Windsurf??Agent?????
26:11 AI???????????????????Agent

Manus
32:53 Manus?????Deep Research????
38:05 Agent????????Sonnet 3.5???????
40:57 ???????Evaluation?????
44:02 SFT????RFT?????????????
45:41 ???Agent????

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48:45 ????????????Replit?Fellou???????
50:13 ???Cursor??????Agent???
52:25 Vantel??????????10???????Agent
53:29 Sweetspot????????????????????Agent
54:23 Gamma???Canva?PPT???Agent

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57:48 ??200??Agent??????????
59:20 ???????????????????Agent????
1:00:39 MCP???????????

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RFT?Reinforcement Fine-Tuning???????
SFT?Supervised Fine-Tuning???????
MCP?Model Context Protocol????????

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AMEI
????
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?BGM?
Anticipating a New Day - Stationary Sign
City Phases STEMS INSTRUMENTS - John Abbot
Hidden Agenda
Clockmaker's Daydream - 369

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?????YouTube?Bilibili ?????101???
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Special Guests: Kolento and ???.

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??Jane???101?????????
Yushan???101???????????????

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01:58 GLP-1??????????????????????
03:25 ?????????????PK??????
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06:42 ?????????????????????
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10:42 ?????????????
11:55 ??????Amylin?????????????????
16:41 ????????????CagriSema????????
20:53 ??VS???????????????????
24:44 ????Amylin???????????
26:04 Amylin????????????????
27:31 ??????????????????????????????
28:14 ??????????????????
31:52 ????????Amylin????????????
34:19 GLP-1?Glucagon?????????????????
37:40 ???????????????
40:47 ????????????????????????
42:49 ?????Retatrutide??????????????????
45:57 ??????????????????
48:03 ????????????????????????
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52:47 GLP-1??????????????????????????????
56:56 ???????????????????
58:27 ????????????????????????
01:00:31 ?????Compounding Pharmacy??????????????
01:06:01 Compounding Pharmacy???????????
01:08:27 GLP-1?????????????????????

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?????????????????????????????????????2024???????What is the pipeline for future medications for obesity?

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E132????? PK ???????????

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AMEI
????
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?BGM?
The Twelve Spies - Silver Maple
Catching Up Her Story - Magnus Ludvigsson

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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili???????101???
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Special Guests: Yushan and ??.

??????????DEI????????????????????????????DEI??????????????????????????
???2025???????????????????????????????DEI????????????????????????????????????????????????????????????????????????????????
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??Jane???101?????????
Yiwen???101?????

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Simon Luo??????????????????
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00:33 ???????????????????????????????????
02:42 DEI???????????????????
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09:47 ?DEI???????????????????????
11:56 DEI??????????
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33:08 DEI?????????????????
36:06 ????DEI????????????????
40:37 ????????????????????????????????
44:53 ???????????????????????????????????
48:17 ?????????????????
51:13 ??????????????80????????????
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56:13 ????????DEI??????????????
58:09 ??????????????????????????

?????????
?1???????????Olúf??mi O. Táíwò?2022?????? Elite Capture?????? 39:14
?2??????????Lauren Rivera?2019?????? Pedigree: How Elite Students Get Elite Jobs????????????????? 32:29
?3?????????Elizabeth Hinton?2017?????? From the War on Poverty to the War on Crime?????????????? 48:38
?4?David Sacks?Peter Thiel?1996??????????????? The Case Against Affirmative Action??????????? 23:02

????
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????
AMEI
????
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?BGM?
At the End of Nothing - Silver Maple
Estimations - Christoffer Moe Ditlevsen
Anticipating a New Day - Stationary

?????????
??????101
?????Apple Podcast?Spotify????????????FM??????
?????YouTube?Bilibili???????101???
?????[email protected]

Special Guests: Simon Luo, Yiwen, and ???.