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2:34:18ZH → English
Zhang Xiaojun Podcast· Sep 3, 2026Podcast · 2 speakersMing 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.
46:26ZH → EnglishZhang Xiaojun Podcast· Dec 9, 2025Podcast · 2 speakersXiaohu 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.
1:48:46ZH → EnglishZhang Xiaojun Podcast· Nov 18, 2025Podcast · 2 speakersLiu 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 → EnglishZhang Xiaojun Podcast· Aug 18, 2025Podcast · 2 speakersGuang 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.
1:27:13ZH → EnglishZhang Xiaojun Podcast· Dec 29, 2024Podcast · 2 speakersLi Xiang: Cars Will Evolve from Transportation into Spatial RobotsGuest 李想 · Host 张小珺Li Xiang, CEO of Li Auto, explains why the company is moving from carmaking toward AI: foundation models are the operating system of the AI era, and cars are a key vehicle for bringing AI into the physical world. For him, technology must ultimately deliver better user experiences, capabilities, and long-term value.
1:27:02ZH → EnglishZhang Xiaojun Podcast· Sep 5, 2024Podcast · 3 speakersGuangmi: Self-Play RL Could Open a New Scaling Law for AGIGuest 广密 · Host 张小珺Guangmi believes the marginal gains from scaling language pretraining alone may be fading, making self-play reinforcement learning a more promising path. Whether it generalizes to coding, video, robotics, and beyond may determine the next stage of the AGI race.
49:41ZH → EnglishZhang Xiaojun Podcast· Aug 17, 2024Podcast · 3 speakersFu Sheng: Large Models Are a Productivity Revolution, and Robotics Has a New Window of OpportunityGuest 傅盛 · Host 张小珺Fu Sheng sees logic and reasoning as the essence of large models, and their impact as closer to the steam engine than to another routine internet upgrade. He reflects on accessible models, service robots, and how founders navigate downturns, revisiting both his past judgments and his state of mind.