AI时代，华尔街如何看Google在美股七巨头的位置？
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《硅谷101》是一档分享当下最新鲜的技术、知识与思想的科技播客，我们还拥有一档同名视频节目《硅谷101》。 其他订阅渠道：Apple podcast｜Spotify｜小宇宙 联系我们：[email protected]
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2025年的Google I/O大会无疑是谷歌打的一场漂亮的翻身仗。曾几何时， Bard的“翻车”让谷歌市值一夜蒸发千亿，OpenAI的4o模型又在I/O前夜“精准狙击”。然而，今年谷歌却破釜沉舟：Gemini 2.5 Pro强势霸榜，重塑搜索的AI Mode主动拥抱变革，XR智能眼镜重构人机交互 。 本期节目，我们邀请了华尔街投资人，从资本市场的视角解读发布会后为什么谷歌股价先跌后涨，并分析谷歌商业模式的根本性变革，以及它在“美股七巨头”中的真实处境。 【主播】 泓君Jane，硅谷101创始人，播客主理人 Yiwen，硅谷101特约研究员 【嘉宾】 刘沁东，美国Esoterica Capital（济容投资）首席执行官兼首席投资官 【你将听到】 00:19 “起个大早，赶个晚集”：Google全栈式服务仍难打消市场疑虑 03:40 从躺着赚钱到动一动才能赚钱 10:09 “反垄断”是Google挥之不去的悬剑，风险尚未真正price in 14:06 Google在“七巨头”中的独特困境：叙事始终不清晰 16:21 Google押注AI不是为了增长，而是防止被颠覆 18:38 大模型不再只是烧钱竞赛，应用场景才是巨头的护城河 20:09 AI Mode虽能带动搜索增长，但商业化路径仍不清晰 【提到的相关名词和人名】 10:09 Eddy Cue Apple服务部高级副总裁 【监制】 泓君 【后期】 AMEI 【Shownotes】 孙泽平 【运营】 孙泽平、王梓沁 【BGM】 Sunshine Rain - Brendon Moeller The Twelve Spies - Silver Maple The Last Run - Christoffer Moe Ditlevsen Antidote X STEMS MELODY - Van Sandano Anticipating a New Day - Stationary Sign 【在这里找到我们】 公众号：硅谷101 收听渠道：Apple Podcast｜Spotify｜小宇宙｜喜马拉雅｜蜻蜓FM｜网易云音乐｜QQ音乐 视频平台：YouTube｜Bilibili 搜索「硅谷101播客」 联系我们：[email protected]
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