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December 11, 2025
DC讨论|2026AI叙事与Playbook-1210
<p>剪辑比较粗放，大家主要听内容和讨论节奏吧。</p><p>简单复盘下每周Discord讨论会最近的讨论话题，感兴趣的话内容和文字可以在Discord里找到。</p><p>个人进入Discord方法</p><p>STEP 1 成为会员</p><p>1. 前往浏览器输入 <a href="https://consensusai.ai/">consensusai.ai</a></p><p>2. 点击右上角“登陆”按钮注册新账户</p><h2>STEP 2 订阅服务</h2><p>1. 验证邮箱登陆成功后点击“Pricing”导航栏，点击“Get Pro”</p><p>2. 关联Discord账户并完成支付，官网自动跳转成功界面。点击“Go to Discord”前往会员社区</p><p>【部分Discord讨论】</p><p>202501|4Q24 M7业绩Debate与DeepSeek：MSFT AI进展低于预期，AMZN和META业绩很好，DeepSeek对软硬叙事的影响</p><p>202502|4Q24 PLTR Debate：调研Mixed偏悲观，但Debate长期优势明显</p><p>202502|4Q24 APP Debate：本季度会明显看到电商贡献</p><p>202502|4Q24 SNOW/MDB Debate：SNOW调研Positive与新产品拆解，MDB调研Mixed同时看到DOGE影响</p><p>202502|中国互联网公司的AI Upside：广告与CSP</p><p>202503|4Q24 CRM Debate：AI进展一般</p><p>202503|Manus体验讨论与技术拆解，宏观环境变化</p><p>202503|NBIS Bull-bear Debate：业务拆解，与调研趋势</p><p>202503|RBRK Bull-bear Debate：业务拆解，与调研趋势</p><p>202503|1Q25广告讨论：关税对近期宏观环境与广告行业影响</p><p>202404|1Q25大模型进展讨论</p><p>202504|1Q25 META MSFT AMZN Debate：为什么看多META与MSFT？为什么关税对AMZN影响很小？Anthropic增长有多快以及为什么？Anthropic与Coding Agent的快速增长怎么影响AWS与AWS ASIC供应链？</p><p>202505|1Q25 CRM MDB Debate：CRM进展一般，MDB Atlas加速但传统业务不佳</p><p>202505|1Q25 SNOW OKTA：SNOW调研乐观，OKTA有Reorg影响</p><p>202505|MNDY/AWS：MNDY CRM/Service进展好，Anthropic与Coding Agent的第一标的为什么是AWS与ASIC产业链</p><p>202505|1Q25 APP Debate与苹果税新政</p><p>202506|1Q25季度业绩总结：为什么这轮AI比去年更真？CodingAgent还影响哪些标的？</p><p>202506|2Q25大模型进展讨论</p><p>202506|GOOG Bull-bear Debate</p><p>202506|Scale AI订单能否流向INOD与NBIS</p><p>202507|2Q25广告讨论：AI，关税，宏观经济</p><p>202507|DDOG Bull-bear Debate：预算趋势与新AI产品</p><p>202507|2Q25 META GOOG业绩前Debate：广告都会加速，都会Beat</p><p>202507|2Q25 MSFT AWS业绩前Debate：CSP都会加速，都会Beat</p><p>202508|2Q25 APP U DDOG业绩前Debate：Job Number怎么影响SEMI与软件叙事，APP BTD，U容易SellER，DDOG的OpenAI问题短期无影响长期有影响</p><p>202508|CloudFlare故事Debate</p><p>202508|PANW SNOW MDB业绩前Debate：SNOWP业绩好继续加速，MDB的AI搞好了SetUp好</p><p>202508|讨论下最近北美在讨论的Vibe Coding局限性</p><p>202509|CRM业绩前Debate</p><p>202509|OpenAI CAPEX与ORCL</p><p>202509|AI阶段投资总结</p><p>202509|AI到了泡沫的什么阶段？</p>
October 8, 2025
DC讨论|AI与裁员以及APP Unity业绩-0806
<p>剪辑比较粗放，大家主要听内容和讨论节奏吧。</p><p>简单复盘下每周Discord讨论会最近的讨论话题，感兴趣的话内容和文字可以在Discord里找到。</p><p>个人进入Discord方法</p><p>STEP 1 成为会员</p><p>1. 前往浏览器输入 <a href="https://consensusai.ai/">consensusai.ai</a></p><p>2. 点击右上角“登陆”按钮注册新账户</p><h2>STEP 2 订阅服务</h2><p>1. 验证邮箱登陆成功后点击“Pricing”导航栏，点击“Get Pro”</p><p>2. 关联Discord账户并完成支付，官网自动跳转成功界面。点击“Go to Discord”前往会员社区</p><p>【以下是历次Discord讨论】</p><p>202501|4Q24 M7业绩Debate与DeepSeek：MSFT AI进展低于预期，AMZN和META业绩很好，DeepSeek对软硬叙事的影响</p><p>202502|4Q24 PLTR Debate：调研Mixed偏悲观，但Debate长期优势明显</p><p>202502|4Q24 APP Debate：本季度会明显看到电商贡献</p><p>202502|4Q24 SNOW/MDB Debate：SNOW调研Positive与新产品拆解，MDB调研Mixed同时看到DOGE影响</p><p>202502|中国互联网公司的AI Upside：广告与CSP</p><p>202503|4Q24 CRM Debate：AI进展一般</p><p>202503|Manus体验讨论与技术拆解，宏观环境变化</p><p>202503|NBIS Bull-bear Debate：业务拆解，与调研趋势</p><p>202503|RBRK Bull-bear Debate：业务拆解，与调研趋势</p><p>202503|1Q25广告讨论：关税对近期宏观环境与广告行业影响</p><p>202404|1Q25大模型进展讨论</p><p>202504|1Q25 META MSFT AMZN Debate：为什么看多META与MSFT？为什么关税对AMZN影响很小？Anthropic增长有多快以及为什么？Anthropic与Coding Agent的快速增长怎么影响AWS与AWS ASIC供应链？</p><p>202505|1Q25 CRM MDB Debate：CRM进展一般，MDB Atlas加速但传统业务不佳</p><p>202505|1Q25 SNOW OKTA：SNOW调研乐观，OKTA有Reorg影响</p><p>202505|MNDY/AWS：MNDY CRM/Service进展好，Anthropic与Coding Agent的第一标的为什么是AWS与ASIC产业链</p><p>202505|1Q25 APP Debate与苹果税新政</p><p>202506|1Q25季度业绩总结：为什么这轮AI比去年更真？CodingAgent还影响哪些标的？</p><p>202506|2Q25大模型进展讨论</p><p>202506|GOOG Bull-bear Debate</p><p>202506|Scale AI订单能否流向INOD与NBIS</p><p>202507|2Q25广告讨论：AI，关税，宏观经济</p><p>202507|DDOG Bull-bear Debate：预算趋势与新AI产品</p><p>202507|2Q25 META GOOG业绩前Debate：广告都会加速，都会Beat</p><p>202507|2Q25 MSFT AWS业绩前Debate：CSP都会加速，都会Beat</p><p>202508|2Q25 APP U DDOG业绩前Debate：Job Number怎么影响SEMI与软件叙事，APP BTD，U容易SellER，DDOG的OpenAI问题短期无影响长期有影响</p><p>202508|CloudFlare故事Debate</p><p>202508|PANW SNOW MDB业绩前Debate：SNOWP业绩好继续加速，MDB的AI搞好了SetUp好</p><p>202508|讨论下最近北美在讨论的Vibe Coding局限性</p><p>202509|CRM业绩前Debate</p><p>202509|OpenAI CAPEX与ORCL</p><p>202509|AI阶段投资总结</p><p>202509|AI到了泡沫的什么阶段？</p>
September 29, 2025
DC讨论0924|AI到了泡沫的什么阶段？
<p>失踪人口回归……因为最近重心都在创业和面向机构投资者做研究，公众号和播客都很少更新。</p><p>但有一些关系好的朋友一直在建议我们放一些内容到播客上，让大家参与讨论。</p><p>其实我们有很多很多内容，基本上每周都会做讨论会，我们也会节选一些内容放上来。</p><p>剪辑比较粗放，大家主要听内容和讨论节奏吧。</p><p>简单复盘下每周Discord讨论会最近的讨论话题，感兴趣的话内容和文字可以在Discord里找到。</p><p>个人进入Discord方法</p><p>STEP 1 成为会员</p><p>1. 前往浏览器输入 <a href="https://consensusai.ai/">consensusai.ai</a></p><p>2. 点击右上角“登陆”按钮注册新账户</p><h2>STEP 2 订阅服务</h2><p>1. 验证邮箱登陆成功后点击“Pricing”导航栏，点击“Get Pro”</p><p>2. 关联Discord账户并完成支付，官网自动跳转成功界面。点击“Go to Discord”前往会员社区</p><p>【以下是历次Discord讨论】</p><p>202501|4Q24 M7业绩Debate与DeepSeek：MSFT AI进展低于预期，AMZN和META业绩很好，DeepSeek对软硬叙事的影响</p><p>202502|4Q24 PLTR Debate：调研Mixed偏悲观，但Debate长期优势明显</p><p>202502|4Q24 APP Debate：本季度会明显看到电商贡献</p><p>202502|4Q24 SNOW/MDB Debate：SNOW调研Positive与新产品拆解，MDB调研Mixed同时看到DOGE影响</p><p>202502|中国互联网公司的AI Upside：广告与CSP</p><p>202503|4Q24 CRM Debate：AI进展一般</p><p>202503|Manus体验讨论与技术拆解，宏观环境变化</p><p>202503|NBIS Bull-bear Debate：业务拆解，与调研趋势</p><p>202503|RBRK Bull-bear Debate：业务拆解，与调研趋势</p><p>202503|1Q25广告讨论：关税对近期宏观环境与广告行业影响</p><p>202404|1Q25大模型进展讨论</p><p>202504|1Q25 META MSFT AMZN Debate：为什么看多META与MSFT？为什么关税对AMZN影响很小？Anthropic增长有多快以及为什么？Anthropic与Coding Agent的快速增长怎么影响AWS与AWS ASIC供应链？</p><p>202505|1Q25 CRM MDB Debate：CRM进展一般，MDB Atlas加速但传统业务不佳</p><p>202505|1Q25 SNOW OKTA：SNOW调研乐观，OKTA有Reorg影响</p><p>202505|MNDY/AWS：MNDY CRM/Service进展好，Anthropic与Coding Agent的第一标的为什么是AWS与ASIC产业链</p><p>202505|1Q25 APP Debate与苹果税新政</p><p>202506|1Q25季度业绩总结：为什么这轮AI比去年更真？CodingAgent还影响哪些标的？</p><p>202506|2Q25大模型进展讨论</p><p>202506|GOOG Bull-bear Debate</p><p>202506|Scale AI订单能否流向INOD与NBIS</p><p>202507|2Q25广告讨论：AI，关税，宏观经济</p><p>202507|DDOG Bull-bear Debate：预算趋势与新AI产品</p><p>202507|2Q25 META GOOG业绩前Debate：广告都会加速，都会Beat</p><p>202507|2Q25 MSFT AWS业绩前Debate：CSP都会加速，都会Beat</p><p>202508|2Q25 APP U DDOG业绩前Debate：Job Number怎么影响SEMI与软件叙事，APP BTD，U容易SellER，DDOG的OpenAI问题短期无影响长期有影响</p><p>202508|CloudFlare故事Debate</p><p>202508|PANW SNOW MDB业绩前Debate：SNOWP业绩好继续加速，MDB的AI搞好了SetUp好</p><p>202508|讨论下最近北美在讨论的Vibe Coding局限性</p><p>202509|CRM业绩前Debate</p><p>202509|OpenAI CAPEX与ORCL</p><p>202509|AI阶段投资总结</p><p><strong>202509|AI到了泡沫的什么阶段？</strong></p>
20 total episodes available
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