梁文锋:最顶级的精明,看起来往往像理想主义!|DeepSeek梁文锋会议解读 episode artwork

EPISODE · Jul 30, 2026 · 33 MIN

梁文锋:最顶级的精明,看起来往往像理想主义!|DeepSeek梁文锋会议解读

from 人民公园说AI

所有人都在夸梁文锋格局高,创始人看到的却是一张算得极精的账:硬件10个月回本、API按成本6倍定价,融资的钱继续买卡。“反正开了你也做不了”,这句话才是把同行吓惨了的成本壁垒;从绕开英伟达生态,到Agent自我迭代,这场闭门讲话泄露的,是理想主义背后的商业门道。00:00 “梁圣”的克制,是格局还是一套精密算法?05:18 10个月回本、6倍定价,这笔账到底怎么算?09:28 融资全部买卡,贵四倍也买:不比放银行香吗?11:07 谁有资格上车?DeepSeek把融资也做成了定价权14:49 开源只是试吃,真正的护城河藏在哪里?20:07 TileLang重构底层算子,国产芯片真能绕开英伟达?21:31 Claude加一两个工程师,竟然做完AMD硬件适配原型24:45 模型越来越少谈,为什么真正卡住的是上下文与工程化?27:27 具身智能为什么要等?现实世界才是最后几十公里【 JustSayAI 早晚报飞书版上新】🔥订阅「JustSayAI 早晚报」· 每日两封 · 一键听报【关注频道】▶️Youtube| 📺B 站| 📕小红书| 🎵抖音| 📻Podcast📱 商务合作/听友群:justsayai666在小宇宙查看该单集文稿

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梁文锋:最顶级的精明,看起来往往像理想主义!|DeepSeek梁文锋会议解读

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