我们习惯了被算法喂养信息、习惯了速读、习惯了用AI提炼内容，但却时常被一种“知道很多却想不明白”的疲惫感裹挟。 为了让自己在关键抉择中不迷失方向，我会1-2周深入一个商业大课题，让自己在信息的洪流中保持定见。 信息决定了念头，念头决定了选择，选择决定了命运。掌握命运，本质上是掌握信息。 如果你有同感，欢迎加入我们。
Podcast Overview
我们习惯了被算法喂养信息、习惯了速读、习惯了用AI提炼内容，但却时常被一种“知道很多却想不明白”的疲惫感裹挟。 为了让自己在关键抉择中不迷失方向，我会1-2周深入一个商业大课题，让自己在信息的洪流中保持定见。 信息决定了念头，念头决定了选择，选择决定了命运。掌握命运，本质上是掌握信息。 如果你有同感，欢迎加入我们。
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Publishing Since
12/19/2023
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Recent Episodes
April 8, 2026
28 期｜那个没人问的问题：月之暗面180亿估值背后的叙事套利
<p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9TjJZMU1tWTJOMk0yT1dNd09EazRZVGhqTlRrMk1UWTNZakZpWVRaak16RmZWVWR3U0VoS2RsWmhSVTk1ZUU4NGQwNXRZMjlPVUhoblIyRlFaV3RNU2xCZlZHOXJaVzQ2UkVoMVJHSnpObTEzYjB4SlMwTjRaM05qVkdOalJqWmxiakZtWHpFM056VTJNVEEyTVRnNk1UYzNOVFl4TkRJeE9GOVdOQQ=="/></p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9TWpVNFpqVXhOamN5TmpCbFpqZ3pZekZsTlRReE5XTXhaRGxrTnpVNE1qZGZkekZNUWt4MWFWTktZVkpSWkU5QlVFcGplVkpzUVVreE0wdDFNa05JWVdWZlZHOXJaVzQ2VkdOVVFtSlpjWEl5YjBKYVZsWjRibmcwVUdNNFJVRnNia05uWHpFM056VTJNVEEyTVRnNk1UYzNOVFl4TkRJeE9GOVdOQQ=="/></p><p><strong>｜本期内容｜</strong></p><p>月之暗面，不到三个月，估值从43亿美元涨到了180亿美元。</p><p>180亿美金是什么概念？给你换算一下。你家楼下那家海底捞，一年累死累活大概能赚3200万。这家公司的估值，相当于3750家海底捞门店的营收总和。</p><p>为什么估值能这么高？所有媒体的都在传同一句话：“Kimi2.5发布后20天，收入超过了2025年全年。”</p><p>听起来很炸裂，但居然从来没人问：<strong>2025年全年，月之暗面到底赚了多少钱？</strong></p><p>到底是全年只有1000万，20天做了1200万。还是全年做了1个亿，20天做了1.2亿。这两个业绩，在资本市场上，那可是天差地别的待遇。</p><p>这就是这期《梁将军商业内参》想探讨的问题：在AI融资热潮中，一些企业在用1分成绩，换取10分的估值，这种方法我称之为“叙事套利”。</p><p><strong>｜内容主理人｜</strong></p><p>梁将军</p><p><strong>｜公开内容｜</strong></p><p>01:09：什么是“叙事套利”？</p><p>02:08：叙事套利一：片面的真相也是真相</p><p>04:10：叙事套利二：改变衡量的尺子</p><p>06:02：叙事套利三：用可能性替代确定性</p><p><strong>｜会员专享内容｜</strong></p><p>1、叙事套利为什么有时候灵，有时候不灵？</p><p>2、如果我是一个创业者，或者做品牌、做公关的人，具体该怎么靠叙事套利？</p><p><strong>｜片头片尾BGM｜</strong></p><p>No-copyright、When the Rain Stops Master</p><p>感谢艺术家提供如此美妙的音乐。</p>
March 30, 2026
27 期｜重塑“中式滋补”，喜纯如何让年轻人爱上老方子？| 专访喜纯创始人
<p><strong>｜本期内容｜</strong></p><p>年前，我专程前往湖南长沙，和喜纯创始人李鹤进行了一次深入对话。喜纯在成立短短两年内，GMV突破5亿元，这一增速被业内视作“奇迹”。也因此，它成为了这2年行业里被关注、被解读最多的电商品牌之一。这一次，我邀请了李鹤本人，亲自拆解一下喜纯狂飙之后的秘密。</p><p><strong>｜内容主理人｜</strong></p><p>梁将军</p><p><strong>｜本期嘉宾｜</strong></p><p>喜纯创始人李鹤</p><p><strong>｜关键内容｜</strong></p><p>00:44：老赛道里的新玩家：所谓的“传统”，只是尚未被新一代重做一遍。</p><p>05:30：无所谓白牌品牌，“口口相传”才是企业最底层的生命力。</p><p>10:49：打破电商行业的“伪共识”，好的销售未必需要依赖夸张的促销信息或吆喝式的表达。</p><p>15:05：喜纯的增长不是靠某个单点突破，而是一个体系在运作。</p><p>21:44：向美向善向上：价值观才是终极护城河。</p><p>27:23：增长太快反而不是好事。</p><p><strong>｜订阅梁将军商业内参，一起在信息的洪流中保持定见｜（内参栏目固定广告位，客户不审）</strong></p><p>我们习惯了被算法喂养信息、习惯了速读、习惯了用AI提炼内容，但却时常被一种“知道很多却想不明白”的疲惫感裹挟。为了让自己在关键抉择中不迷失方向，我会1-2周深入一个商业大课题，让自己在信息的洪流中保持定见。</p><p>信息决定了念头，念头决定了选择，选择决定了命运。掌握命运，本质上是掌握信息。</p><p>如果你有同感，欢迎截图保存会长二维码，微信扫一扫，订阅梁将军商业内参。</p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9T0dKbVkyUXpNR1l5WkdKaE1qZzFOREJoTnpNM09HUmlNakJqTW1aaE1USmZSazFXVDBkblZFbHdNbXhpWldSdmMyRlhNSEpMUTFSdlIyVnhaMnd3Y1ZaZlZHOXJaVzQ2VDNoMWNtSm9jbFpDYjB4T2EweDRjVlZ0ZFdOaVduWnhibUpsWHpFM056UTFPVEk0TlRRNk1UYzNORFU1TmpRMU5GOVdOQQ=="/></p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9WVdFMFpURTRZamcyWlRFM01qYzNNakF3TW1Fd09URTRNemhoWTJFelpUQmZTVkZOYURSMVJGSTFObnBuYWpkbVpVdHZVMVZ1UWs5NFptWnBOVWhhVlZCZlZHOXJaVzQ2V0hSdVdXSlRXSFpzYjJWaFlUUjRlSGxJV1dOcGVsUnhiazlaWHpFM056UTFPVEk0TlRRNk1UYzNORFU1TmpRMU5GOVdOQQ=="/></p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9TW1NelpqTTVZMlE1WlRZNFlqUmtPRE14T0RneFl6TTJNVEJrTXpnM1pUVmZhMWRGUW5CRVptaDNZbGhqUlRaMVozRXhPVXRKWmxFMWJHNWFTVVl4TjNCZlZHOXJaVzQ2VFRKdFVXSlNSMnQ2YjNkRVIxZDRZMWRoU21OSGFuUmhibVZuWHpFM056UTFPVEk0TlRRNk1UYzNORFU1TmpRMU5GOVdOQQ=="/></p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9TlRreVlXVmxPVFpoWVdKbU0yUTNNRFV5WkRBMll6QXpZekJsTkRrMFpEVmZabEJIYms4eVlVVjRNSEZMWVZWdWRUbGpSRFJwWWs5d1UwWXpNVWh0ZW5SZlZHOXJaVzQ2U2xGS1QySktZMGcwYjNGcGJsVjRjR3BLYTJNMk1tTnpibVppWHpFM056UTFPVEk0TlRRNk1UYzNORFU1TmpRMU5GOVdOQQ=="/></p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9T1RabFptWm1ObUk0T0dRNU56bG1ZelU0WW1RMVpUazFPR0ZrTURkaU1UaGZSMkZvTm1oR1RYZFFSV3RIVGpCa1lWZ3dabVJWV1hCM1FqaHRXVFJrYW1OZlZHOXJaVzQ2UTJvMVdHSlRXV05zYjBkd2VHVjRNV0oyVldOeGJEUXlialZrWHpFM056UTFPVEk0TlRRNk1UYzNORFU1TmpRMU5GOVdOQQ=="/></p><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9T0RObE5tSm1aVGsxTmpObU5XTTVNRGhsTnpnNE5EbGhPRGt4TXpFd1pURmZPSFEzTjBGTWFHaHNUR05vZUd0SVVuVkxXRVpJVkRsWVMxUnZZVnBuTjA5ZlZHOXJaVzQ2VkZCT1YySXpVMDVSYjFreWREWjRlVTVpVjJNM1VHMTZibHBpWHpFM056UTFPVEk0TlRRNk1UYzNORFU1TmpRMU5GOVdOQQ=="/></p><p><strong>｜片头片尾BGM｜</strong></p><p>No-copyright</p><p>感谢艺术家提供如此美妙的音乐。</p>
March 18, 2026
26期｜ 为什么互联网那套打法，推不动AI这个新物种？
<h3><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9Wm1FNVkyWmhaRGt3TW1Oa05XUXlOelptT0RaaVpXWTNaVEl3WVRZMVlXWmZaMVk0UmxwMllqVlVURkJQTjI5UloydFpNRTh5YkZkSGRqQTFkVEY1UTNSZlZHOXJaVzQ2VG1reGFXSTBRamxTYjJWaFlUTjRiMFl5ZW1NNGMwSnNibXhuWHpFM056TTNPVFF4T1RJNk1UYzNNemM1TnpjNU1sOVdOQQ=="/></h3><p><img src="https://bts-image.xyzcdn.net/aHR0cHM6Ly9saWFuZ2RpLmZlaXNodS5jbi9zcGFjZS9hcGkvYm94L3N0cmVhbS9kb3dubG9hZC9hc3luY2NvZGUvP2NvZGU9WXpJNFpUYzBZVFZoTVdVek9XRTBNbVU0TTJFMU9XUTNNMlE1T0RBNFl6RmZWRTEzVUU4d1ptUjVkMk56U1dKeFVXd3dSa3hRTVhKUFNIbHNWbFY2TkhsZlZHOXJaVzQ2VFUxV1pXSXpNRmwwYnpoVlJuSjRNMVkzZVdObGNFUk5ibFJtWHpFM056TTNPVFF4T1RJNk1UYzNNemM1TnpjNU1sOVdOQQ=="/></p><p><strong>｜本期内容｜</strong></p><p>大家有没有发现？那群口口声声说要重塑全人类生产力的AI巨头们，在重塑自己的时候，却干着最不AI的事。</p><p>刚刚过去的2026年春节，字节、阿里、腾讯这帮科技大佬，一口气烧掉了几十亿真金白银。但是这钱没花在改变世界上，全用来发红包了。</p><p>看着豆包、千问、元宝们，生生把自己卷成了拉人头、赚五毛的数字微商。我很想问：拿着造原子弹的技术，却干着卖茶叶蛋的事，这种“草台班子感”，到底是从哪儿冒出来的？</p><p>这期《梁将军商业内参》，咱们聊聊这个关乎AI行业生死的商业命题：为什么互联网那套打法，推不动AI这个新物种？到底如何用AI的方式推广AI？</p><p><strong>｜内容主理人｜</strong></p><p>梁将军</p><p><strong>｜公开内容｜</strong></p><p>00:08：AI企业那些让人脚趾抠地营销套路</p><p>05:28：为什么互联网App的买量逻辑，在推广AI时失灵？</p><p>10:12：为什么AI产品只是展示功能是没用的？</p><p>15:12：AI世界的竞争逻辑应该是：争夺叙事权。</p><p><strong>｜会员专享内容｜</strong></p><p>如何用 AI 的方式推广 AI？</p><ul> <li>方法1:让AI拥有生命体征</li> <li>方法2:让叙事客体化和社区化</li> <li>方法3:把推广变成成一场文化运动</li></ul><p><strong>｜片头片尾BGM｜</strong></p><p>No-copyright、When the Rain Stops Master</p><p>感谢艺术家们提供如此美妙的音乐。</p>
42 total episodes available
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