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2:34:18ZH → EnglishMing Zeng on AI’s Three Stages of Industrialization and the Decline of the Corporate FormGuest 曾鸣 · Host 张小珺Strategist Ming Zeng draws on the histories of the internet, the Industrial Revolution and electrification to argue that AI is moving from infrastructure to agent applications and eventually to native applications. He believes the old corporate hierarchy will struggle to survive a paradigm shift; next-generation organizations will be rebuilt around tasks, creativity and human–AI collaboration.
3:43:42ZH → EnglishShougong Geng: The Dadaist in the Village Hardware ShopGuest 手工耿 · Host 罗永浩Luo Yonghao sits down with Shougong Geng for a serious talk about the road from stainless-steel slippers nobody would buy to being treated worldwide as a comic inventor—while Geng himself has always believed those things were useful.
46:26ZH → EnglishXiaohu Zhu: No Bubble in Sight for Three Years — When Consensus Is Too Concentrated, Offset by Fifteen DegreesGuest 朱啸虎 · Host 张小珺At the end of 2025, Xiaohu Zhu of GSR Ventures sat down with Zhang Xiaojun for the third time: AGI is off the table, and the fight for the entry point has begun. He skips humanoid robots and writes checks to companies that actually do the work — ship cleaning, massage.
2:06:16ZH → EnglishTan Jie on Data Bottlenecks, Generalist Robots, and the Road to Real-World RoboticsGuest 谭捷 · Host 张小珺Google DeepMind robotics researcher Tan Jie traces his path from computer graphics to robotics and from reinforcement learning to Gemini Robotics. He argues that data scale and coverage, cross-embodiment transfer, real-time reasoning, and safety remain key to bringing robot foundation models into the real world.
1:48:46ZH → EnglishLiu Xianming: Removing Language to Bring Physical AI Back to Data and ActionGuest 刘先明 · Host 张小珺Liu Xianming, head of autonomous driving at XPeng, explains why language supervision in VLA training can become an efficiency bottleneck and how he is helping XPeng shift from an autonomous-driving team to a physical AI company. The conversation also covers scaling data, organizational change, production safety, and what comes next for autonomous driving.
1:09:11ZH → EnglishGuang Mi on the Diverging Paths of Large Models, AI Products, and the Startup WindowGuest 广密 · Host 张小珺Guang Mi reviews how model companies are splitting into different strategies, the brand moat around ChatGPT, and new opportunities opened by products such as Claude Code. He believes the window for AI startups is shrinking, but great product experiences, sound team judgment, and non-consensus innovation can still create room to win.
1:32:16ZH → EnglishWang Xin on Mercedes-Benz China R&D: Redefining Luxury and Safety Through TransformationGuest 王忻 · Host 张小珺Wang Xin, who leads R&D at Mercedes-Benz China, looks back on two decades of technology cycles in China’s auto industry and how the local team moved from testing support into product development. As intelligent features intensify competition, he argues that speed, data, and localization must rest on safety and user experience.
2:36:13ZH → EnglishSonglin Yang on New Attention Papers from DeepSeek, Kimi, and MiniMaxGuest Songlin Yang(松琳) · Host 张小珺From dynamic sparse attention to hybrid linear-attention architectures: how three approaches to long context balance training, inference, and hardware efficiency.
53:07ZH → EnglishZhang Yaqin on the AGI Roadmap: Information, Physical, and Biological IntelligenceGuest 张亚勤 · Host 张小珺Zhang Yaqin divides AGI’s development into information, physical, and biological intelligence. Information intelligence may approach human levels within five years, general-purpose robots may take about ten, and biological intelligence could expand human memory and health in twenty. He also discusses how large models can give autonomous vehicles and robots more data, common sense, and ability to act.
2:49:35ZH → EnglishPan Jiayi on R1, o1, and Kimi K1.5: How Reinforcement Learning Teaches Models to ReasonGuest 潘嘉怡 · Host 张小珺Pan Jiayi, a Berkeley PhD student, walks through reasoning-model reports from DeepSeek, OpenAI, and Kimi, unpacking long chains of thought, GRPO, reward design, and distillation. R1-Zero’s “aha moment” shows how reasoning strategies can emerge through reinforcement learning.
1:27:13ZH李想:汽车将从交通工具进化为空间机器人Guest 李想 · Host 张小珺理想汽车 CEO 李想谈公司为何从造车走向人工智能:基座模型是 AI 时代的操作系统,汽车是进入物理世界的重要载体。对他而言,技术路线最终要落实为更好的用户体验、能力与长期价值。
1:13:06ZH → EnglishShi Hongjun: Bringing Charlie Munger to China—and Starting His Life Over Through MungerGuest 施宏俊 · Host 张小珺The Poor Charlie's Almanack has sold more than 1.15 million copies in China. Publisher Shi Hongjun reflects on the judgment behind that success, the golden age of publishing, and shifts in distribution. He also explains how Charlie Munger's ideas led him to leave management and start Munger Academy.
1:08:29ZH → EnglishColin on Corporate Infighting: When Competition Becomes a DrainGuest Colin · Host 张小珺Colin and Zhang Xiaojun examine strategy, rules, culture and individual choices to distinguish useful competition from internal waste.
1:33:07ZH → EnglishLi Guangmi on a Year in Global LLMs: Scaling Law, the AGI Bet, and the US–China LandscapeGuest 李广密 · Host 张小珺Drawing on his front-row view from Silicon Valley, Shixiang Capital founder Li Guangmi looks back at the competition among OpenAI, Anthropic, Google, and Chinese model companies. He argues that model capability and cost together will shape the next wave of applications, while today’s enormous investments are bets on whether intelligence can keep scaling and how AI will reshape the economy and industry over the long term.
1:14:56ZH → EnglishWang Yajun on Jensen Huang’s Organizational System: Using Distributed Decision-Making to Drive InnovationGuest 王亚军 · Host 张小珺Wang Yajun, former chief strategy officer at Longfor Group, examines how strategy, products, and organization fit together through Nvidia’s practices: no layoffs, 60 direct reports, and little long-term planning. The point is not to copy the forms, but to build candor, trust, and lateral collaboration so more people have the information they need to make decisions.








