Marisa Wu · AI Strategy
By Marisa Wu · AI Strategy
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Episodes: 67
Description
Marisa Wu is the China Insider who decodes the global AI power game. With 18 years inside China's tech ecosystem (primarily Alibaba), an EMBA from the University of Hong Kong, and a network of 2,900+ frontline AI engineers across China's top tech companies, she brings a perspective that most Western analysts simply cannot access. She analyzes the AI strategies of Google, Microsoft, OpenAI, Anthropic, Meta, Amazon, Nvidia, and Apple through the lens of capital flows and infrastructure control — cutting through the noise to reveal what's really happening beneath the surface.
ngmarisa.substack.com
ngmarisa.substack.com
| Episode | Date |
|---|---|
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同一周，五家AI公司同时发布重磅——它们在争的不是用户，是你的注意力
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Jul 11, 2026 |
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全球最贵的护城河，这一周出现了三个裂缝
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Jul 01, 2026 |
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Oracle裁了21000人，CEO说得很直白：省下的钱用来买GPU
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Jun 24, 2026 |
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ChatGPT份额跌破50%，但OpenAI这一周真正在抢的，不是用户
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Jun 23, 2026 |
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Anthropic被封那一刻，一家没人听过的公司悄悄赢了
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Jun 22, 2026 |
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白领以为自己安全。这一周AI大厂的三个动作说：不一定。
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Jun 21, 2026 |
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$7.6万亿的AI豪赌，卡在了一个谁都没想到的东西上
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Jun 20, 2026 |
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Anthropic造了一把刀，但这刀太快，被关闭收走了
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Jun 18, 2026 |
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一周三家排队IPO：你以为是AI赢了，其实是最早进场的钱，在最高点找接盘的人。
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Jun 17, 2026 |
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AI大厂科普手册 · 用大白话看懂他们在干嘛
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Jun 17, 2026 |
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苹果把灵魂卖给了Google，OpenAI说：我要告你们
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Jun 07, 2026 |
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当 AI 巨头向教皇坦白：我们不知道造出了什么
|
May 27, 2026 |
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Karpathy终极站队！为什么他抛弃OpenAI，转头投奔Anthropic？
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May 20, 2026 |
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凌晨4点暴击！Meta一夜裁员8000人，7000人被紧急征召｜同一套邮件系统，两种截然相反的命运
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May 19, 2026 |
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Musk Called Anthropic "Evil." Then He Handed Them 220,000 GPUs.
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May 16, 2026 |
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拿Google和Amazon的钱，租马斯克的算力：Anthropic到底是AI公司，还是三个巨头的打工仔？
|
May 16, 2026 |
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If Your AI Plan Sounds Like a Revolution, It'll Probably Feel Like One — And Not in a Good Way
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May 12, 2026 |
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如果一个AI方案听起来让你觉得"公司要脱胎换骨"，那它大概率会让你"伤筋动骨"
|
May 12, 2026 |
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Where Is the Line? When AI Search Becomes Advertising Disguised as Knowledge
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May 06, 2026 |
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GEO的边界在哪里：当知识变成新型广告，我们如何分辨？
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May 06, 2026 |
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The $40 Billion Illusion: Why Google's "Bet" on Anthropic is Actually a Rent Collection
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Apr 28, 2026 |
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硅谷最贵"回旋镖"：Google砸下400亿，钱却根本没离开自家银行？
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Apr 28, 2026 |
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Carbon Out, Silicon In: How Big Tech is Swapping 16,000 Roles for AI Infrastructure
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Apr 25, 2026 |
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“岗位换算力”时代开启：微软 Meta 1.6 万人“毕业”，只为给下一代 GPU 腾地方？
|
Apr 25, 2026 |
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The $1.75 Trillion Disconnect: Why SpaceX is Hedging the Very Future it Sells
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Apr 23, 2026 |
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SpaceX罗生门：马斯克卖给世界一个梦想，却在招股书里藏了一道免责声明
|
Apr 23, 2026 |
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Stop Treating AI Like an Employee. It's Becoming the CEO's Second Brain.
|
Apr 22, 2026 |
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别再把AI当员工，它正在成为CEO的“第二大脑”
|
Apr 22, 2026 |
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Apple Just Opened Siri to Google and Anthropic. OpenAI Is No Longer the Only Choice.
|
Apr 16, 2026 |
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Apple开放了：Siri以后可以同时用Gemini和Claude——OpenAI不再是唯一选择
|
Apr 16, 2026 |
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一个AI模型让Anthropic自己害怕了：发布还是不发布，这是一个价值十亿的问题
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Apr 15, 2026 |
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Anthropic亲手泄露了Claude Code的50万行源代码
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Apr 02, 2026 |
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Anthropic Built a System to Prevent Leaks. Then Leaked Their Own Source Code
|
Apr 02, 2026 |
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SoftBank Borrowed $40 Billion to Bet on OpenAI. He Has 12 Months to Pay It Back.
|
Apr 01, 2026 |
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孙正义借了400亿，必须在12个月内还清——他在赌一件事
|
Apr 01, 2026 |
|
Microsoft Owns Part of OpenAI. Then Hired Claude to Review GPT's Answers.
|
Mar 31, 2026 |
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GPT：我收了你的钱。微软：我知道，所以我请了Claude盯着你。
|
Mar 31, 2026 |
|
OpenAI Just Killed Its Most Famous Product
|
Mar 26, 2026 |
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OpenAI亲手关掉了自己名气最大的产品
|
Mar 26, 2026 |
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OpenAI Is No Longer a Lab
|
Mar 25, 2026 |
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OpenAI不再是一个实验室了
|
Mar 25, 2026 |
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Big Tech Is Spending $720 Billion on AI This Year. Follow the Money.
|
Mar 23, 2026 |
|
全球最大的AI军备赛，最后收钱的不是OpenAI
|
Mar 23, 2026 |
|
GTC复盘：从5000亿到1万亿，黄仁勋在台上说了一件让我后背发凉的事
|
Mar 17, 2026 |
|
3万人飞到圣何塞看芯片发布会，但真正读懂现场的人看到的是一场加冕典礼
|
Mar 13, 2026 |
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LeCun 拿到 10 亿种子轮：后 LLM 赌局正式开盘
|
Mar 10, 2026 |
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当少数能和 GPT 对线的 Qwen 失去技术扛旗人：阿里的这一步，是组织本能，还是 AI 战略的短板？
|
Mar 06, 2026 |
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黄仁勋：给 OpenAI 的 300 亿，可能是最后一次
|
Mar 05, 2026 |
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当英伟达铺 6G 公路、AI 抢光内存、CEO 用“AI”当裁员理由：这轮 AI 赌局到底在重排什么？
|
Mar 01, 2026 |
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2026 年 6500 亿美金的 AI 赌局：谁在下棋，谁只是筹码
|
Feb 26, 2026 |
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Amazon 砸 2000 亿、Google 砸 1850 亿：谁在这场 AI 基建赛里算得更精？
|
Feb 06, 2026 |
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当 Google 把 2026 年 CapEx 拉到 1850 亿，它真正押注的是什么样的人机未来？
|
Feb 05, 2026 |
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Anthropic 的 100 亿美元：资本在押哪一种“人机未来”？
|
Jan 29, 2026 |
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达沃斯 2026：当微软、英伟达和 DeepMind 谈 AI，其实在重写什么？
|
Jan 27, 2026 |
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EP13:OpenAI 2026 商业路线图拆解：从“卖算力”到“卖结果”
|
Jan 24, 2026 |
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Ep 12: Transcending the Algorithm. (第12期：超越算法)
|
Jan 22, 2026 |
|
OpenAI 的 250 亿美元广告帝国：当 AI 开始替你做决策
|
Jan 21, 2026 |
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Apple 把 Siri 的脑子交给 Google：你以为在信任苹果，其实在养成 Gemini 的习惯
|
Jan 20, 2026 |
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大寒里的 200 亿：Nvidia 买 Groq，真正要消灭的不是算力，而是“算法摩擦”
|
Jan 20, 2026 |
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H200 被加税 25%：被收割的不是英伟达，是你的安全感
|
Jan 16, 2026 |
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EP07|OpenAI 做大脑，Google 做空气：4 万亿美元估值背后的 AI 心理战
|
Jan 13, 2026 |
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EP06 | 再见了，提示词工程师：GPT-5.2 之后的权力交接
|
Jan 12, 2026 |
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EP|05 全球AI新闻分析
|
Jan 09, 2026 |
|
EP04 | 架构师复盘小米风波：你的 AI Agent，就是下一个不可控的“黑粉”。
|
Jan 09, 2026 |
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【架构师诊断】EP03 | CES 2026 警示：当 AI 开始“乱动”你的 ERP，这 3 道防火墙你建好了吗？
|
Jan 08, 2026 |
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EP02 | 为什么老黄解决了“健忘”，老板们反而更睡不着了？
|
Jan 07, 2026 |
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EP01 | 谷歌工程师的“崩溃”与我的回归：为什么 AI 越快，我们越需要“信任时延”？
|
Jan 06, 2026 |