Podcast thumbnail for 老talk消息

老talk消息

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by 老talk消息

4.5(21 reviews)
179 episodes
Updated Daily
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Podcast Overview

原“老道消息”主创们的新播客节目。

Language

🇨🇳

Publishing Since

11/23/2019

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Recent Episodes

Episode thumbnail for 对谈20 | 一个暴论者眼中的世界——北京车展再论蔚小理(下)

May 29, 2026

对谈20 | 一个暴论者眼中的世界——北京车展再论蔚小理(下)

<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">和上一期嘉宾,63和40两位机构媒体出身的汽车媒体人不同,臭名昭著的Blood旌旗,或者说人们口中的“艹老师”,是另外一种汽车行业的表达者。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">我们因为一起体验小鹏GX上的VLA2.0智驾,在北京车展后见面,展开了一场非常酣畅淋漓的谈话。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">一半是分歧,我认为他的表达言必称国家输赢,大量不经审视地使用军事词汇用于描述商业竞争,还有忽视周期和波动,过分强调终局。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">一半是共识,就是在全球化和工业化的竞争中,中国产业是一定会取得胜利的。无论是大模型还是物理世界AI。而且像蔚小理这样的创新者,有很重要的一席之地。因为他们相比于自己的前辈们,更有技术品味,更不甘于商业模式上的偏安,更坚决进入软硬合一的新时代。</p>

Episode thumbnail for Vol.61 | 北京车展再论蔚小理(上):智能化再突围

May 15, 2026

Vol.61 | 北京车展再论蔚小理(上):智能化再突围

<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>车展前一天,为了迎合目前“去登味儿”的汽车行业主题。我和两位非常年轻的汽车媒体人(均为95后),</span>类星频道的63和一见Auto的易思琳谈了谈这个时间段的蔚小理。</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>我个人非常相信华为和小米在用户画像越来越清晰之后,市场上会产生一个非常明显的流量转移。相比揣在兜里的手机而言,大家更愿意展现自己的汽车上的独特品味。</span><br><br><span>但是在节目中,我们还是从目前蔚来取得的一些成绩,谈到了理想和小鹏面临的困难。2026年,除了依靠外部的AI浪潮和内部“软硬合一”的技术路线重新擦亮智能化招牌之外,他们也没有第二条路。</span><br><br><span>63和我3月份进行了从喀什到上海的5200公里智驾,体验小鹏的VLA2.0新版智驾,看到了用AI打破所谓“第一梯队”僵局是可能的。接下来,在统一车机和智驾,让Agent上车这件事情上,小鹏和理想都已经完成团队整合了,今年一定要出结果。</span><br><br><span>节目的最后,我们谈到了务虚的部分。追觅的CEO俞浩在网上突然开始发疯是一个背景,我们不妨思考一下:五年之后如果是更年轻的一代硬件企业家,刘靖康和汪滔们要造车。有没有可能,是比雷军和余承东这样的“老登”造车更可怕的事情。 </span><br></p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">节目中提到到一些企业内部人员:</p><span><br></span><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">谢炎 理想CTO</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">刘先明 小鹏智驾一号位 通用智能中心负责人</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">“婷婷”~ 袁婷婷 小鹏汽车自动驾驶产品高级总监</p>

Episode thumbnail for Solo | 一代人中最聪明的头脑,不要浪费在赌中国输

April 20, 2026

Solo | 一代人中最聪明的头脑,不要浪费在赌中国输

<p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">过去两年抗拒做播客,只因为我自己对中国很乐观,但是很多朋友不是。</p>

179 total episodes available

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Frequently asked questions

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What is 老talk消息?

原“老道消息”主创们的新播客节目。

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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