EP07|OpenAI 做大脑，Google 做空气：4 万亿美元估值背后的 AI 心理战

from Marisa Wu · AI Strategy · host Marisa Wu

今天的市场新闻是：Alphabet 短暂突破 4 万亿美元市值，媒体说是因为“AI 战略重构，让市场放心”。更隐秘的一条，是 Apple 在设备侧越来越多地把 Google 的 Gemini 当成默认 AI 能力。在这期节目里，Marisa 不聊估值，而是从「算法摩擦」和「感知心理」的角度拆解：OpenAI 还在做“显眼的大脑”，Google 却在悄悄把 AI 变成“空气”，再顺手把苹果用户的注意力和信任，一点点焊到自己生态里。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jan 13, 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

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