全部单集 The Full Archive

EP 01 提前十年下注的投资人 The Investor Who Bets Ten Years Early Miko Matsumura·gumi 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 Cose·Ferryin 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

EP 03 简历的终结 The End of the Résumé Binoy Dennis Lewis·The Trust Loop AI 让伪造简历几乎零成本，Gartner 预测到 2028 年，全球每四名求职者中就有一个是假的。Binoy 曾在 LexisNexis 为银行做了十年身份验证与反欺诈，如今他用 The Trust Loop 押注一件事：在这个 AI 互相核验的时代，唯一还值得信任的，是一位真正与你共事过、愿意为你署名担保的老同事。 AI has made faking a résumé nearly free, and Gartner projects that one in four job candidates will be fake by 2028. Binoy spent a decade at LexisNexis building the systems banks use to verify identity and catch fraud, then asked why hiring never tried. With The Trust Loop, he is betting the only thing left worth trusting is a real former colleague willing to put their name on yours. 51:41

EP 04 让煤气罐开口说话 Make the Gas Cylinder Speak Mike Otieno·Tulasoft Creative Studio 全球有超过 7 亿户家庭，靠一个看不见内部的煤气罐做饭，那是一个会在饭做到一半时耗尽、漏气无人察觉、还常被缺斤少两卖出的黑箱。Mike Otieno 的 Tulasoft 打造了 BaseSentry：一台 25 美元、放在任何煤气罐底下的智能秤，让它终于开口说话，识别泄漏与欺诈，连功能机也能用，并把用气数据变成一种信用凭证，服务那些被科技世界遗忘的人。 More than 700 million households cook from a gas cylinder they can't see inside: a black box that runs out mid-dinner, leaks unnoticed, and is often sold underfilled. Mike Otieno's Tulasoft makes BaseSentry, a $25 smart scale that sits under any cylinder and finally makes it speak, catching leaks and fraud, working even on basic phones, and turning gas use into credit visibility for the people the tech world forgot. 43:43

EP 05 在婴儿床上方的雷达 The Radar Above the Crib Ganea Alexandru & Spiță Bianca·Cumulus 在孩子出生的第一年里，父母每晚大约要损失三个小时的睡眠，而那些本该帮上忙的监护器，要么把传感器绑在孩子身上，要么把婴儿床里的画面直播出去。Alexandru 和 Bianca 还在布加勒斯特读高中，他们正在打造 Cumulus：一台装在婴儿床上方的雷达，不触碰、也不拍摄婴儿，却能看着他呼吸，并试图回答筋疲力尽的父母真正想问的那个问题。不是“宝宝醒了吗”，而是“宝宝为什么在哭”。 In a baby's first year a parent loses about three hours of sleep a night, and the monitors built to help either strap a sensor to the child or stream a camera feed out of the crib. Alexandru and Bianca, still high school students in Bucharest, are building Cumulus: a radar above the crib that watches a baby breathe without touching or filming them, and tries to answer the question exhausted parents are actually asking. Not is my baby awake, but why is my baby crying. 34:17

EP 06 给气候风险一个数字 A Number for Climate Risk Linda Wu·SustainAlpha 气候风险，就是金融风险：一座被洪水淹没的工厂，一处周五就一文不值的石油储备。可大多数背负着这种敞口的投资者，其实只能靠猜。Linda Wu 早年在一家资本公司里，靠人力一家一家地量化这种风险，后来她认定，这个问题太大，靠人力根本做不完。她的公司 SustainAlpha，是一个 AI，把气候风险变成一个投资组合经理可以据以行动的、实实在在的数字。她说，剥掉 ESG 这个标签，剩下的不过就是风险管理，而这是谁都省不掉的。 Climate risk is financial risk: a factory that floods, an oil reserve worthless by Friday. Yet most investors carrying that exposure are just guessing. Linda Wu spent her early career quantifying it by hand inside a capital firm, then decided the problem was too big to do by hand. Her company, SustainAlpha, is an AI that turns climate risk into an actual number a portfolio manager can act on. Strip away the ESG label, she argues, and what is left is simply risk management, which nobody can afford to skip. 42:45

EP 07 被技术拯救的人 The Man Technology Saved Hosni Zaouali·Voilà Learning Hosni Zaouali，大家都叫他 Hoss，他把自己的一生归功于技术。他以难民孩子的身份来到欧洲，教育与技术把他从一间挤满人的公寓，一路带到斯坦福，再带到他亲手创办的两家 AI 教育公司 Voila Learning 和 ConnectED Labs。按理说，他本该是技术最响亮的拥护者。可他偏偏成了最清醒的那类批评者，提醒人们：我们如今每天依赖的 AI，正在悄悄侵蚀我们的注意力、记忆力，以及独立思考的能力。他说，哪里都不属于，反倒成了他的一种超能力；他说，真正想驾驭一项技术，唯一的办法就是置身其中、亲手去造；他还说，硅谷总是为付得起钱的人造东西，而不是为最需要它的人。而这一切的底下，压着一个让人不安的问题：在 AI 的时代，我们究竟在塑造怎样的头脑？ Hosni Zaouali, who everyone calls Hoss, owes his life to technology. He arrived in Europe as a refugee child, and education and technology carried him from a crowded apartment to Stanford and to founding two AI education companies, Voila Learning and ConnectED Labs. By every measure he should be technology's loudest champion. Instead he has become one of its most thoughtful critics, warning that the AI we now lean on every day is quietly eroding our attention, our memory, and our ability to think for ourselves. He argues that not belonging anywhere became his superpower, that the only way to steer a technology is to build with it from the inside, and that Silicon Valley keeps building for the people who can pay rather than the people who need it most. Underneath it all sits one uncomfortable question: in the age of AI, what kind of minds are we actually building? 70:37

EP 08 健身界的 Palantir Palantir for Fitness Sigfried Siedentopf·AVA 真实世界里的健身经济，正在爆发：几十亿次的健身房到访、一年之内翻三倍的跑步俱乐部、每年数百亿美元的花费。可 Sig Siedentopf 说，这一切几乎跑在什么都没有之上。它底下没有一套共用的基础设施，没有一个统一的地方，让那些真正把活动办起来的人彼此找到、把活动跑通，并最终衡量：这一切到底值不值。他的公司 AVA，想成为这缺失的一层，一个属于健身世界的交易市场。但真正的宝藏藏在底下：关于人在物理世界里如何活动的第一手数据，一份别处根本不存在的数据。他管它叫健身界的 Palantir。Sig 是一位连续创业者，在十个国家、二十多家创业公司里都留过手笔，是那种做完一件事就往前走的人。而这一次，是他第一次决定，把整整十年押上去，而且是在曼谷做，不是奥斯汀。 The real-world fitness economy is booming: billions of gym visits, run clubs tripling in a year, tens of billions of dollars a year. And yet, Sig Siedentopf argues, almost none of it runs on anything. There is no shared infrastructure beneath it, no common place where the people who put on real events can find each other, run the event, and finally measure whether it was worth it. His company, AVA, wants to be that missing layer, a marketplace for the fitness world. But the real prize is underneath: the ground-truth data on how people actually move in the physical world, the kind that exists nowhere else. He calls it Palantir for fitness. Sig is a serial builder who has had a hand in more than twenty startups across ten countries, the kind of founder who tries something and moves on. This is the first one he has decided to bet a decade on, and he is doing it from Bangkok, not Austin. 52:31