《甲小姐对话》是科技产业智库「甲子光年」出品的播客节目。 在这档节目中，甲子光年创始人&CEO张一甲（甲小姐）将对话科技产业中最重要、最有争议性、最受关注的人，通过甲小姐极具个人风格提问和对行业的洞察与判断，产生高能思维碰撞。 甲小姐将聚焦人工智能、新能源汽车、科技产业投资等领域，站在离未来最近的地方，为你呈现一场知识盛宴。
Podcast Overview
《甲小姐对话》是科技产业智库「甲子光年」出品的播客节目。 在这档节目中，甲子光年创始人&CEO张一甲（甲小姐）将对话科技产业中最重要、最有争议性、最受关注的人，通过甲小姐极具个人风格提问和对行业的洞察与判断，产生高能思维碰撞。 甲小姐将聚焦人工智能、新能源汽车、科技产业投资等领域，站在离未来最近的地方，为你呈现一场知识盛宴。
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Publishing Since
5/26/2024
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Recent Episodes
June 12, 2026
甲小姐对话张璐：投资SpaceX背后，一场全球基础设施的必争之战 | 甲子光年
SpaceX上市了，我们迎来了史上最大的IPO。<br>本期对话的嘉宾是我的好朋友张璐。张璐是Fusion Fund创始人，也是SpaceX投资人之一，过去几年，她多次做客《甲小姐对话》。<br>这一次，我们从SpaceX聊起，聊马斯克的野心，聊太空经济，聊硅谷巨头的生态，聊AI的发展。最终，我们会聊这个时代最重要的话题——一场围绕未来基础设施的战争。<br>本期播客录制于5月31日，SpaceX上市前的半个月，正处于这场史上最大的IPO的冲刺期。考虑到可能涉及未公开信息以及投资者身份，这一次，关于估值、市值、发行安排等话题不在本期讨论范围中。<br>当然，就在我们播客播出的这个时间点，它，已经完成了上市。<br>本期时长2小时05分，建议先收藏再细品！喜欢记得点赞关注和转发~ 文章版也会在「甲子光年」公众号后续发布，欢迎留意。<br>【时间线】<br>00:00:00 开场<br>00:02:49 投资SpaceX的起点<br>00:04:...<a href="https://www.xiaoyuzhoufm.com/episode/6a2c0c2f43a22a695582bea9?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">去小宇宙查看完整单集简介</a><br><a href="https://oia.xiaoyuzhoufm.com/player/6a2c0c2f43a22a695582bea9?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
May 13, 2026
甲小姐对话郝景芳：从北京折叠到AI折叠
<figure><img src="https://image.xyzcdn.net/FkSrdVDM2XvXQSbr_GoZx1XFwNdn.JPEG"></figure><p>2026年，《甲小姐对话》栏目全新升级，以“视频播客+深度文章”的最新组合形态与大家见面啦。</p><p>本期嘉宾，我邀请到了童行书院创始人、科幻作家——郝景芳。和过去我对话的很多AI企业家不同，今天和景芳聊，是因为她身上的反差感和“人物弧线”。</p><p>她经历了多重身份：</p><ul><li><p>清华大学物理系本科、天体物理硕士、经济学博士</p></li><li><p>曾在中国发展研究基金会从事宏观经济研究</p></li><li><p>创办童行书院，致力于为城乡儿童提供优质教育</p></li></ul><p>2016年，郝景芳凭《北京折叠》获得雨果奖。小说写的是一个被技术、时间和阶层折叠起来的城市：不同阶层生活在三个空间里，城市在一天中轮流翻转，把不同人群送进各自的时间切片。</p><p>十年后，她正在亲手经历另一种“折叠”：</p><p>她成了AI Agent重度用户，挥别了所有开发团队，自己带着AI做产品；</p><p>她把童行书院拆成9个小公司，总部全职人力是0，正式成为OPC（One Person Company，一人公司）。</p><p>这场对话从AI编程“上头”开始，落到一些问题：一个写出了《北京折叠》的人，如何亲手推动“AI折叠”？一个长期关注社会公平的科幻作者，怎么看待AI对世界的连锁反应？当物理、经济学、创业、科幻等视角投向这场复杂系统，是否存在一个统一的认知模型？</p><p>本期时长2小时50分，建议先收藏再细品！喜欢记得点赞关注和转发~</p><p>【时间线】</p><p><a class="timestamp">00:00:00</a> 开场</p><p><a class="timestamp">00:05:00</a> AI“上头”</p><p><a class="timestamp">00:13:13</a> 一人公司</p><p><a class="timestamp">00:28:15</a> 公司制的“不必要”</p><p><a class="timestamp">00:37:07</a> 就业</p><p><a class="timestamp">00:50:06</a> “这个漫长的过程可能一代人完不成”</p><p><a class="timestamp">01:03:28</a> 通缩与消费降级</p><p><a class="timestamp">01:07:37</a> “倒戈的人会越来越多”</p><p><a class="timestamp">01:14:36</a> 普及AI素养应该像普及识字一样</p><p><a class="timestamp">01:20:22</a> “人类社会唯一颠扑不破的真理就是复杂度会提升”</p><p><a class="timestamp">01:23:45</a> 人是否还“被需要”</p><p><a class="timestamp">01:40:04</a> “炼化”与“化身”</p><p><a class="timestamp">01:49:56</a> “你看AI是黑盒，你看另外一个人是不是黑盒呢？”</p><p><a class="timestamp">02:01:48</a> 大脑与认知卸载</p><p><a class="timestamp">02:18:44</a> 孩子</p><p><a class="timestamp">02:24:30</a> 走出12年焦虑</p><p><a class="timestamp">02:29:47</a> 数字永生还是“数字孤魂野鬼”</p><p><a class="timestamp">02:43:36</a> 墓志铭</p><p>【收看/收听方式】</p><ul><li><p>视频版：<a target="_blank" rel="noopener noreferrer nofollow" href="https://weixin.qq.com/sph/AGHamOVLV">视频号</a>、<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bilibili.com/video/BV1Tj5y63Edj/?spm_id_from=333.1387.homepage.video_card.click&vd_source=282ddc015cc643c76d7a8cce0be37c35">Bilibili</a>、<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaohongshu.com/explore/6a040aaa000000003700f513?xsec_token=ABQSixhAPATVvX43iv3a7viVJuk4dQGzkPMo5Kkgh-SQ0=&xsec_source=pc_user">小红书</a>、<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.douyin.com/user/self?modal_id=7639277565290630442">抖音</a>、<a target="_blank" rel="noopener noreferrer nofollow" href="https://weibo.com/5381890498/QFajx77RV">微博</a>、<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=GdnRDf-jJ3Y">YouTube</a>等全视频平台播出；</p></li><li><p>音频版：<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/6a042c07e1eb34a93950f31a">小宇宙</a>、<a target="_blank" rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/cn/podcast/%E7%94%B2%E5%B0%8F%E5%A7%90%E5%AF%B9%E8%AF%9D/id1752808344?i=1000767548248">Apple Podcast</a>（搜索甲小姐对话）；</p></li><li><p>文字版：欢迎关注公众号「甲子光年」，搜索文章<a target="_blank" rel="noopener noreferrer nofollow" href="https://mp.weixin.qq.com/s/3_2zfgQJD7u5ODpEoICFIg">《甲小姐对话郝景芳：从北京折叠到AI折叠 | 甲子光年》</a></p></li></ul><p></p>
February 11, 2025
甲小姐对话九章云极DataCanvas方磊：算力不应成为大宗商品，应该成为零售
<p>清华毕业赴美，获弗吉尼亚理工大学博士学位后，方磊曾在西雅图任职于早期的微软Azure和必应。2013年，他回北京创办了九章云极DataCanvas——一家以中国古代数学经典《九章算术》命名的人工智能基础设施供应商。</p><p>纵观AI发展史，算法、数据和算力的权重持续演变。算法需要千行百业的数据要素，而这一切又需要匹配足够算力。从数据科学家到算力企业家，九章云极DataCanvas董事长方磊的重心也在从数据向算力转变。方磊认为，今年是算力变成公共服务的元年。这一次，甲小姐对话方磊，对于AI算力及算力市场，他有哪些看法及判断？</p><p>嘉宾：方磊 九章云极DataCanvas董事长</p><p>主播：张一甲 甲子光年创始人&CEO</p><h2>加入听友群</h2><p>欢迎微信搜索 jazzyearxiaojia，加入「甲小姐对话」播客听友群，与大家一起交流AI行业信息，共同投身AI浪潮，添加时请备注【播客听友群】。</p><h2>关于「甲子光年」</h2><p>「甲子光年」是一家科技智库，包含智库、社群、企业服务版块，立足中国科技创新前沿阵地，动态跟踪头部科技企业发展和传统产业技术升级案例，推动人工智能、大数据、物联网、云计算、新能源、新材料、信息安全、大健康等科技创新在产业中的应用与落地。</p>
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