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273.逛完外滩大会,发现蚂蚁找到了新位置

September 14, 2026 · 1 h 28 min

Show notes

🎙【本期嘉宾】庄明浩、阑夕
庄明浩(「屠龙之术」主播)
阑夕(科技博主)
主播:潘乱(「乱翻书」主理人)
本期节目由「乱翻书」×「屠龙之术」联合制作
⏰【时间线】
一、过去6年的战略转变
00:15 逛完今年外滩大会,有什么感受?
01:19 这届大会离普通人的生活更近
04:45 「蚂蚁今天应该被单算成一个厂商」
06:11 往期推荐:《支付宝20年对话陈亮》
06:22 过去这6年,蚂蚁集团的战略重心经历了哪几次转变?
07:26 「它的幸运和不幸都在那个节点。幸运是正好赶上了AI,不幸是AI变得太快。」
08:50 支付宝要保住那个“1”的焦虑
10:36 AI时代还需不需要入口?
11:17 用什么框架理解蚂蚁的AI布局?
14:34 诺亚方舟:带哪些动物上船
二、产品侧:阿宝和阿福,中美Agent对照
16:39 放到中美个人Agent的框架里看阿宝
18:41 Code、wor...去小宇宙查看完整单集简介
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