About this episode
???????101????????????????????????????????????2025???????????AI???????????
2025????????????AI????????????5???????????????????????Gemini?TPU??????66%???????AI??????????
??????????????????????????????????????3??????AI?????
??2026????????????????????????——???????? “??”??“???”????TPU?ASIC?????GPU??????“?????”?????????????2026????????
???????????????????AI????????????2026????????
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?????101?????
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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
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????podcast@sv101.netSpecial Guests: Bruce Liu and Ren Yang.
