- EP 01 提前十年下注的投资人 The Investor Who Bets Ten Years Early Miko Matsumuragumi Cryptos Capital Miko Matsumura 的职业生涯,总是提前十年出场。1990 年,他在耶鲁亲手编写神经网络,把 Java 的开发者社区做到五百万人,并推动 Infravio 以 3800 万美元被 webMethods 收购。如今他执掌 gumi Cryptos Capital,一支约 1.1 亿美元、投出五家独角兽的基金,并且认为:当智能日益沦为商品,最稀缺的优势就是精明。 Miko Matsumura has spent his career showing up a decade early. He hand-coded a neural network at Yale in 1990, grew Java to five million developers, and helped sell Infravio to webMethods for $38 million. Today he runs gumi Cryptos Capital, a roughly $110 million fund with five unicorns in its portfolio, and argues that as intelligence becomes a commodity, the rarest edge left is shrewdness. 56:16
- EP 02 为大海打造的 Booking.com A Booking.com for the Sea Jan Marvy CoseFerryin Jan 正在菲律宾打造 Ferryin,一个 AI 原生的海运平台,把每年 8500 万人次海上出行的混乱,整合成一个可信赖的地方,让人们找到并预订正确的船班。 Jan is building Ferryin, an AI-native maritime platform out of the Philippines, turning the chaos of 85 million annual sea trips into a single trustworthy place to find and book the right boat. 24:35
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EP 03 在婴儿床上方的雷达 The Radar Above the Crib Ganea Alexandru & Spiță BiancaCumulus 两名布加勒斯特的高中生,正在用毫米波雷达打造一款不用摄像头、不接触婴儿的监护设备。完整节目即将上线,敬请期待。 Two high school students in Bucharest are building a baby monitor that watches an infant breathe without a camera and without touching them. Full episode coming soon. 敬请期待 SOON
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EP 04 信任的循环 The Trust Loop Binoy Dennis LewisThe Trust Loop AI 让伪造简历变得几乎零成本。Binoy 曾在 LexisNexis 为银行做身份验证与反欺诈,如今他想用人来验证人,为招聘重建信任。完整节目即将上线,敬请期待。 AI made fake credentials free to produce. Binoy spent years building identity and fraud infrastructure for banks, and now he wants humans to vouch for humans. Full episode coming soon. 敬请期待 SOON
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EP 06 没人再谈 ESG 的时候 When Nobody Wants to Say ESG Linda WuSustainAlpha 2025 年,全球可持续基金净流出 840 亿美元,是有记录以来的第一次。就在那个时候,Linda 创办了 SustainAlpha。她曾用近三年时间,在一家资本公司里手工量化气候风险,如今她想把自己的这份工作交给 AI。完整节目即将上线,敬请期待。 In 2025, investors pulled 84 billion dollars out of sustainable funds, the first annual outflow ever recorded. That is when Linda founded SustainAlpha. She spent nearly three years quantifying climate risk by hand inside a capital firm, and now she is trying to automate her own job. Full episode coming soon. 敬请期待 SOON