Topic

Investing

48 episodes

那个40亿美金卖掉公司的男人，重回十字路口 | 对谈Justin袁菁：创业、生活与那些"无用之事"

Justin Yuan on Life After a $4B Exit: Entrepreneurship, Balance, and 'Useless Pursuits'

After selling his company Moonton for over $4 billion, Justin Yuan returns to "Crossing" to reflect on his journey. He shares insights into his new venture, Pilot, and his pursuit of a sustainable work-life balance, exploring the value of seemingly 'useless' activities.

Feb 11, 202601:18:05

钱去哪了？谁在出手？与刘旌复盘 2025 VC 们的新共识与暗流

China AI VC Landscape 2025: Consensus, FOMO, and Emerging Trends

This episode with Liu Jing revisits the dynamic shifts in China's AI venture capital market in 2025. It explores how VC sentiment moved from pessimism to a strong consensus and 'FOMO' (Fear Of Missing Out), driven by breakthroughs like DeepSeek and Manus, and the rise of new investment entities.

Dec 28, 202501:08:58

一年投资50家AI公司；当我们都不知道答案时，我是怎么想的？| 对话杨洁：锦秋基金创始合伙人

Investing in AI's Future: A Founder's Perspective

Jie Yang, Founding Partner of Jinqiu Fund, shares her journey building an AI-native venture fund. She discusses their strategy of investing in over 70 AI companies since 2022, navigating the competitive landscape, and fostering team resilience in early-stage AI investment.

Dec 17, 202501:02:55

2026 开年AI对谈：the year of R | 对谈真格基金戴雨森

2026: The Year of R for AI – A Conversation with ZhenFund's Dai Yusen

ZhenFund's Managing Partner Dai Yusen returns to "Crossing" to reflect on 2025's AI predictions and unveil his vision for 2026 as the "Year of R." He identifies three critical Rs—Return, Research, and Remember—that will shape the next phase of AI development and investment.

Dec 14, 202501:55:33

在「缓慢、昂贵且分散」的市场，AI 的机会最性感 | 对谈 Mizzen AI 孙克强&李一豪

AI's Sexiest Opportunity: Slow, Expensive, Fragmented Markets

This episode features Sun Keqiang, CEO of Mizzen AI, and his angel investor Li Yihao of CreekStone. They discuss how AI can revolutionize traditional, labor-intensive industries like user research, identifying these 'slow, expensive, and fragmented' sectors as prime ground for new AI-driven monopolies.

Dec 7, 202500:44:41

你的下一个可穿戴设备，是挂脖子上的健康伙伴？| 对谈潘宇扬：AI项链Odyss创始人&李一豪：CreekStone合伙人

AI Necklace Odyss: Redefining Wearables for Health Monitoring

This episode explores the journey of Odyss AI necklace founder Chris Pan, who shifted from AI glasses to a novel wearable focused on dietary health. Joined by investor Yihao Li of CreekStone, they discuss niche market opportunities for AI hardware startups and the 'unconventional' path to innovation.

Nov 23, 202501:42:38

他看到了什么？| 对谈张帆：前智谱COO，元理智能创始人/CEO ——为何笃信 AI 的机会在 ToB？

Why AI's Biggest Opportunity Lies in ToB: A Founder's Journey

Former Zhipu AI COO Zhang Fan, now founder of Yuanli Intelligence, shares his journey from a failed consumer travel startup to his conviction that AI's true potential is in enterprise services. He explains why he believes AI-powered B2B solutions offer a more sustainable path than consumer applications in the current market.

Nov 16, 202501:25:39

AI来了，玩一场无限的创业游戏｜对谈原今日头条初创期成员、票圈视频创始人丛广乐

Infinite AI Entrepreneurship: From ByteDance to Pioneering AI Ventures

Join us as we speak with Cong Guangle, a serial entrepreneur and early ByteDance member, who views AI as an 'infinite game' compared to mobile internet's 'finite game.' He shares his journey from ByteDance's product philosophy to founding Piaoyuan Video, and now, his ambitious explorations into three new AI industry directions.

Nov 9, 202501:08:26

「AI Infra 就是命运」 | 对谈王雁鹏：亲述从大数据时代到 3 万卡集群的中国算力演进史

AI Infrastructure is Destiny: China's Computing Evolution

This episode features Wang Yanpeng, Chief AI Computing Scientist at Baidu Smart Cloud, discussing China's computing infrastructure evolution from the big data era to large-scale GPU clusters. He provides insights into the critical role of AI infrastructure and Baidu's pioneering 30,000-card AI cluster.

Nov 2, 202501:11:39

2025 AI 现场：我们这一年的目击与狂想

2025 AI Landscape: Turning Points, Models, and Market Frenzy

Join us as we recap 2025's pivotal AI and tech events with Zhuang Minghao, host of 'Tulong Zhishu'. We explore key turning points, the evolving model landscape, and the collective 'wild fantasy' shaping the future of AI.

Oct 21, 202501:31:24

拜托了，AI！帮忙解决「看病难、看病贵」吧｜对谈王国鑫：京东健康探索研究院首席科学家

AI for Healthcare: JD Health's Quest for an 'AI Hospital'

Nico Wang, Chief Scientist at JD Health's Exploration Research Institute, discusses how AI is transforming healthcare in China, mirroring global trends. He shares insights into JD Health's 'Jingyi Qianxun 2.0' large model and their vision for an 'AI Hospital,' addressing challenges in data, regulation, and product strategy unique to the medical sector.

Sep 29, 202501:18:52

尝试、听内心的声音、增强自己的不可替代性……和 4 位 Z 世代年轻人聊 AI 时代的机会和选择

Navigating AI: Gen Z's Career Choices and Opportunities

This episode explores how four Gen Z individuals in China are navigating career paths amidst the rise of AI. They share their experiences with career pivots, leveraging AI for new opportunities, and finding their unique value in a rapidly changing job market. The discussion offers insights into the anxieties, aspirations, and adaptive strategies of young professionals facing the AI era.

Aug 10, 202501:08:47

开源怎么赚钱？向量数据库有未来吗？搞 AI 需要技术理想主义吗？｜对谈 Zilliz 创始人/CEO星爵

Open Source, Vector Databases, and AI Idealism with Zilliz CEO StarRocks

StarRocks, CEO of Zilliz, discusses the rise of vector databases as critical AI infrastructure, the challenges and opportunities of open-source business models, and his journey from engineer to CEO. He shares insights on Zilliz's market position, the long-term value of open source, and the blend of idealism and pragmatism needed for AI entrepreneurship.

Aug 3, 202500:45:24

年中盘点2025硅谷科技大事件 | 对谈Fusion Fund张璐：社区驱动创新，人才争夺，VC转型，美股IPO形势

Mid-Year 2025: Silicon Valley AI Trends & VC Shifts

Join Fusion Fund's Lu Zhang for a mid-year review of Silicon Valley's AI landscape in 2025. We explore the rise of AI Agents, the impact of DeepSeek's open-source model, and the intense talent wars driving M&A, all from a venture capital perspective.

Jul 27, 202501:20:51

2500万美元ARR的Agent Infra创业者说：我们现在处于Agent元年第一天早上6:05｜对谈小宿科技杜知恒

Scaling AI Agent Infrastructure: A $25M ARR Journey

William Du, Co-founder and CEO of Xiaosu Tech, shares how his company achieved $25 million in ARR by building essential AI infrastructure for the burgeoning Agent ecosystem. He discusses their specialized smart search and model aggregation platform, SkyRouter.ai, and offers insights into the future of AI Agents and the infrastructure supporting them.

Jul 20, 202501:15:49

首个投资交易 Agent Bobby 上线，第一时间和 Vakee 聊 Bobby 的诞生过程以及生活中的投资机会

AI Agent Bobby: Redefining Investment for Everyone

Join RockFlow CEO Vakee Lai as she unveils Bobby, their new AI trading agent. This episode explores how Bobby simplifies investing, turning everyday insights into actionable strategies, and Vakee's journey from a childhood stock trader to an AI fintech innovator.

Jun 22, 202501:21:29

拿下 a16z 投资，他们要用 AI 重构广告系统｜对谈 00 后 CEO Jason Hu

Nexad's AI-Native Advertising: From a16z Funding to Future Systems

Join Jason Hu, co-founder and CEO of Nexad, as he discusses securing investment from top VCs like a16z for his AI-native advertising startup. This episode explores Nexad's product innovation, competitive strategy, and the challenges and opportunities for Chinese founders in Silicon Valley.

Jun 15, 202501:02:07

从 5 次投资 Manus 肖弘聊起｜对谈真格合伙人刘元：识人心得进化

ZhenFund's Liu Yuan: Five Investments in Manus Founder Xiao Hong & Evolving Investment Philosophy

Liu Yuan, a Partner at ZhenFund, shares his unique journey of investing in Manus founder Xiao Hong five times, tracing the evolution of both the startup and his own investment philosophy. This episode offers an insider's view into the strategic pivots of a serial entrepreneur and the changing perspectives of an early-stage investor navigating market cycles.

Jun 8, 202501:22:00

「我没喝一口茅台，去年也做了 3000 万」 | AI 在中国⑤：AI 时代怎么搞 toB 才能拿得到结果？

AI in China: Cracking the B2B Market with AI Solutions

Despite the perceived challenges of B2B in China, a new wave of AI entrepreneurs is finding success. This episode features founders from Langcore and BISHENG, who share their strategies for achieving significant revenue and profitability in the AI-driven B2B landscape.

Jun 2, 202501:00:05

「SEO新卷王」Pollo AI 创始人阿彪首谈：SEO 怎么做？红人怎么投？付费广告怎么搞？

Pollo AI Founder Abiao on SEO, Influencer Marketing, and AI Startup Growth

Abiao, founder of AI tools Hix AI and Pollo AI, shares his marketing playbook that propelled Pollo AI to 4 million monthly visits in months. He delves into advanced SEO strategies, effective influencer collaborations, and optimizing paid advertising for AI products. This episode offers rare insights into a successful, yet low-profile, AI startup's growth journey.

May 5, 202501:06:28

Manus 爆火的背后：我们用20个问题一起搞懂 AI Agent

Unpacking AI Agents: 20 Questions on Manus and the Future of AI

Following the viral success of Manus, a groundbreaking AI Agent product, this episode delves into 20 critical questions about AI Agents. We explore their definition, evolution, and the core innovations driving their rapid ascent, offering a structured framework for understanding this transformative technology.

Mar 23, 202501:33:44

AI搜索进化、Manus爆发、Agent崛起、AI教育变革：果壳网创始人姬十三的2025科技观察

AI Search, Manus, and the Future: Ji Shisan's 2025 Tech Outlook

Googol.com founder Ji Shisan shares his insights on the rapid evolution of AI search, the emergence of new AI products like Manus, and his predictions for 2025. He discusses the shift from traditional search engines to AI-powered alternatives and the implications for user experience and business models.

Mar 13, 202500:58:26

20个问题，搞懂DeepSeek和它带来的“AI下半场”

DeepSeek and the Next Era of AI: A 20-Question Deep Dive

This episode features a 20-question deep dive into DeepSeek, exploring its technical breakthroughs, commercial impact, and future implications for the AI industry. Host Koji speaks with Li Leding, a former Baidu principal architect, to provide a structured and rational understanding of this pivotal development.

Feb 16, 202501:29:28

40亿美金卖掉公司后，一个创业者的过去、现在和未来规划｜对谈沐瞳科技联合创始人袁菁

From $4B Exit to New Ventures: A Founder's Journey

Join us for an insightful conversation with Yuan Jing, co-founder of Moonton Technology, known for the hit game Mobile Legends: Bang Bang. He shares his journey from a $4 billion acquisition by ByteDance to his current venture, Pilot, offering reflections on entrepreneurship, decision-making, and finding purpose beyond financial success.

Feb 5, 202501:32:17

2024 年度复盘 AI 出海：梦想、勇气、一年赚到千万美金 | 对谈线性资本郑灿、Linkloud 高宁

AI's Global Leap: China's Founders Achieving Multi-Million Dollar Revenues Overseas

This episode explores the surging trend of Chinese AI startups expanding globally, with many achieving over $10 million in annual revenue. Guests Zheng Can of Linear Capital and Gao Ning of Linkloud share insights into the opportunities, strategies, and mindset shifts driving this international success.

Jan 19, 202500:53:50

2025 开年对谈：AI 关键之年，Agent 开启元年 | 对谈真格基金戴雨森

2025: The Year of AI Agents, A Conversation with ZhenFund's Dai Yusen

In this special cross-over episode, ZhenFund Managing Partner Dai Yusen joins us to reflect on AI's rapid advancements in 2024 and explore the significant opportunities awaiting AI startups in 2025. We discuss the transformative impact of new AI agent products like Devin and OpenAI's o3, marking a pivotal shift in AI programming and application development.

Jan 5, 202501:40:12

致AI创业者：2025年，去找这些VC拿融资｜与「暗涌」刘旌复盘一级市场这一年

AI Startup Funding in China: A 2024 VC Market Review with Liu Jing

This episode offers a comprehensive review of China's AI venture capital landscape in 2024, featuring insights from Liu Jing, Editor-in-Chief of "An Yong Waves." It explores what VCs are investing in, their strategies, and provides crucial guidance for AI founders seeking funding in 2025. The discussion covers active funds, rising startups, and the evolving role of incubators.

Dec 15, 202401:07:06

字节在跳动，阿里在躁动，AI六小龙被震动｜与「晚点」复盘大模型这一年的激战

China's LLM Battle: Giants vs. Startups

This episode delves into the fierce competition within China's large language model (LLM) ecosystem, analyzing the dynamic between tech giants like ByteDance and Alibaba and the 'AI Six Dragons' startups. Featuring Cheng Manqi, Deputy Editor-in-Chief of 'LatePost,' the discussion explores market shifts, investment trends, and the strategic plays shaping the future of AI in China.

Dec 8, 202401:22:13

这绝对是你想不到的 2024 年 AI 领域 Top 10｜对谈「赛博禅心」主理人大聪明

Unexpected AI Top 10 of 2024 with Da Congming

Join us for a lively discussion with Da Congming, curator of 'Cyber Zen,' as he unveils his surprising and insightful Top 10 AI moments, people, and products of 2024. This episode offers a unique perspective on the year's AI landscape, far beyond conventional industry highlights.

Nov 10, 202401:20:19

AI 在中国③: 找到 PMF 的两位创始人，为什么还在焦虑？| 对谈集思科技、Talk AI

China AI Founders: PMF Achieved, But Still Anxious?

This episode features two successful Chinese AI founders, Shizun from Jisi Technology and Mark from Talk AI, who have achieved significant revenue with their B2B and B2C products respectively. They share their journeys to Product-Market Fit (PMF) and discuss the anxieties and challenges that arise even after initial success in the rapidly evolving AI landscape.

Nov 3, 202400:42:21

重回美元 VC，是 1949 年加入国军吗？|对谈孟醒：五源资本新合伙人

Meng Xing on Returning to VC and AI Opportunities

Meng Xing, former COO of Didi Autonomous Driving, returns to venture capital as a partner at 5Y Capital. This episode explores his unexpected career pivot, the underlying philosophy behind his choices, and his insights into current opportunities in the AI and VC landscape.

Oct 20, 202401:13:57

AI 在中国②：“10 亿规模的公司了，AI 帮我们收入再涨了 30%” | 暖哇科技与百药师的案例实践与启示

AI in China: How Nuanwa Tech & Bai Yaoshi Boosted Revenue by 30%

Explore how two leading Chinese companies, Nuanwa Tech and Bai Yaoshi, have successfully integrated AI to drive significant business growth. This episode delves into their practical applications, challenges, and the tangible benefits of AI adoption within established enterprises.

Sep 22, 202400:57:04

AI 在硅谷：热火朝天，沸沸腾腾 | 对谈硅谷徐老师和 Beta University 创始人云飞

AI in Silicon Valley: A Deep Dive into the Bustling Ecosystem

Join us for an insightful conversation with two active Silicon Valley figures, Xu Laoshi and Yunfei, founder of Beta University. They share firsthand observations on the current AI boom, entrepreneurial shifts, and unique advantages of the Valley's innovation landscape.

Sep 17, 202401:16:06

「AI把整个硅谷都改变了」｜和前500Startups中国负责人马睿聊SaaS AI 创业、硅谷投资

AI's Impact on Silicon Valley: SaaS, Startups, and Investing with Rui Ma

Join us as Rui Ma, former head of 500 Startups China and now with AI SaaS startup Alpha Watch AI, shares her insights on the transformative power of AI in Silicon Valley. We discuss the evolution of SaaS, the shift from 'Software as a Service' to 'Service as Software,' and the unique opportunities for AI-driven startups.

Aug 25, 202401:02:27

AI在中国①：10个企业落地案例带来的商业启示 | 对谈任鑫：AI 创业者、投资人

AI in China: 10 Business Cases & Commercial Insights

Join us for a cross-over episode with Ren Xin, a partner at Yunqi Partners and host of the 'AI Alchemy' podcast. We delve into 10 real-world examples of successful AI implementation across various Chinese enterprises, offering valuable commercial insights for businesses globally.

Aug 18, 202400:46:58

我的投资人朋友们，真的都在清仓英伟达吗？

NVIDIA's Volatility: AI Bubble or Sustainable Growth?

Following a significant drop in NVIDIA's stock price, this episode delves into whether the AI market is experiencing a bubble. Guests Vakee and Wen Shao offer contrasting views on NVIDIA's valuation and the broader AI investment landscape, providing diverse perspectives for investors.

Jul 28, 202400:54:56

从创办英语流利说到成为 AI 投资人｜和绿洲资本董事总经理Ben聊AI时代的英语学习、教育产品和职业规划

From EdTech Founder to AI Investor: Ben on AI, Education, and Career Planning

Join Ben, Managing Director at Oasis Capital and co-founder of Liulishuo (English Language Learning), as he shares his unique perspective on navigating the AI era. This episode explores how AI is reshaping investment strategies, education, and personal career development, drawing from Ben's journey from a successful EdTech entrepreneur to a leading AI investor.

Jul 21, 202400:45:37

“我想击碎你们对于 AI 不切实际的幻想，并重建一个正确的认知”| 对谈李乐丁，战壕里的百度主任架构师

Shattering AI Illusions: An Architect's View from Baidu's Trenches

Join Li Leding, a Principal Architect at Baidu, as he dissects the realities of generative AI, dispelling common misconceptions and offering a grounded perspective on its past, present, and future. Drawing from his extensive experience in search and cloud infrastructure, Li Leding provides actionable insights for AI founders, researchers, and investors.

Jul 14, 202401:25:11

那些你不知道的 AI 产品，正在海外闷声赚大钱 | 对谈高宁: Linkloud 联创，OnBoard! 主播

Uncovering Chinese AI Startups Quietly Dominating Overseas Markets

This special crossover episode with the 'OnBoard!' podcast explores how Chinese AI entrepreneurs are finding significant success in international markets. Guest Gaoning, co-founder of Linkloud, shares insights into the common characteristics and strategies of these profitable ventures, highlighting their product-market fit and rapid growth.

Jul 7, 202400:55:13

从焦虑到自由：AI时代每个人如何拥有自己的小生意? | 对谈硬地骇客、Podwise联创Saito

From Anxiety to Freedom: Building Your AI-Powered Indie Business

Join us as we speak with Saito, co-founder of Hard Hacker and Podwise, about his journey building an AI-powered podcast product. He shares insights on indie hacking, effective marketing strategies for solo entrepreneurs, and how to thrive in the AI era.

Jun 16, 202401:09:58

大模型还是小学生，别着急让它去打工｜对谈真格基金戴雨森：当下AI发展到了哪个阶段？

AI's Infancy: Patience and Investment in Large Models

In this joint episode with ZhenFund, Managing Partner Dai Yusen discusses the current stage of AI development. He argues that large models are still in their early 'elementary school' phase, advocating for continued investment and patience over immediate commercialization pressures.

Jun 4, 202401:25:47

听完这期，你就知道怎么和人聊 AI 了｜总结Y Combinator近一年投资的260家AI公司

Decoding AI Trends: YC's 260 AI Startups

This episode distills insights from Y Combinator's recent investments in 260 AI startups, offering a concise overview of current trends. It analyzes the distribution across various sectors, highlighting key areas of innovation and entrepreneurial activity in the global AI landscape.

May 26, 202400:52:52

AI顶尖创业者在做什么？｜5小时播客拆解260家Y Combinator近一年投资的AI公司(上)

Decoding AI Trends: A Deep Dive into 260 YC Startups

In this special, marathon episode, we partner with Zhuang Minghao from 'Slaying the Dragon' to analyze over 260 AI startups funded by Y Combinator in the past year. By dissecting their products and strategies, we aim to understand what top AI entrepreneurs are building and where the industry is headed beyond large models, focusing on product-market fit.

May 12, 202405:25:37

AI时代，SaaS软件有什么新做法｜和18年就下场AI的连续创业者Tony Gu聊“用笨办法做聪明事”

AI-Native SaaS: Tony Gu on Delivering Results, Not Just Software

Serial entrepreneur Tony Gu, who first ventured into AI in 2018, discusses his shift from a successful AI voice company to FreeSpirit AI, a new venture building fully autonomous sales agents. He shares his philosophy of prioritizing tangible sales results over traditional SaaS models and his 'slow and steady' approach to building an AI startup.

May 5, 202400:55:12

「不做点什么对不起这个时代」 | 访谈 indigo，敲过钟；投过OpenAI、Anthropic；美股收益 300%

Indigo: Investing in OpenAI & Anthropic, 300% Returns, and 'Living Up to the Era'

Join us for an insightful conversation with Indigo, an early Weibo executive turned investor and entrepreneur. He shares his journey from ringing the bell at Weibo's IPO to achieving 300% annual returns in US stocks and investing in AI pioneers like OpenAI and Anthropic. Discover his philosophy of continuous action and deep engagement with the generative AI wave.

Apr 21, 202401:10:57

站在 AI 的十字路口，未来呼啸而来 | 我在 Q1 的 16 点观察和思考

At the AI Crossroads: Q1 Observations and Future Outlook

This solo episode offers a comprehensive review of the AI industry's first quarter, drawing from extensive research and discussions. Host Koji shares his 16 key observations and insights on both global and China-specific AI trends. It's an exploration of the rapid advancements and emerging opportunities shaping the future of AI.

Apr 6, 202400:29:12

入行 VC 十五年，终于遇上新一代 AI 浪潮 | 和庄明浩聊机会、未来、人生感悟 | AI 时代的哆啦A梦 Ep01

15 Years in VC: Riding the AI Wave with Minghao Zhuang

Venture capitalist Minghao Zhuang, with 15 years in the industry, discusses the opportunities and challenges of the new AI wave. This episode explores AI's impact from both an investor and user perspective, alongside personal reflections on navigating change.

Mar 28, 202401:06:26

为了聊 AI，我们先喝了瓶 AI 可乐 ——聊聊最近看到 9 条关于 AI 的新闻

AI-Powered Coke & 9 Recent AI News Highlights

This episode explores how AI is transforming various industries, from consumer products like Coca-Cola's AI-designed soda to logistics and enterprise applications. The hosts discuss recent AI news, offering insights from industry leaders and venture capitalists on the future of AI and entrepreneurship.

Jan 24, 202400:28:15