Podcast
Marisa Wu · AI Strategy
Hosted by Marisa Wu · AI Strategy · ZH
Marisa Wu is the China Insider who decodes the global AI power game. With 18 years inside China's tech ecosystem (primarily Alibaba), an EMBA from the University of Hong Kong, and a network of 2,900+ frontline AI engineers across China's top tech companies, she brings a perspective that most Western analysts simply cannot access. She analyzes the AI strategies of Google, Microsoft, OpenAI, Anthropic, Meta, Amazon, Nvidia, and Apple through the lens of capital flows and infrastructure control — cutting through the noise to reveal what's really happening beneath the surface.
ngmarisa.substack.com
ngmarisa.substack.com
19episodes
Episodes
Newest firstAll episodes
当 AI 巨头向教皇坦白：我们不知道造出了什么
1w ago00:03:04Tap to summarize这不是一篇新闻分析。这是我做这个IP的原因，写给那些还没睡着的人。我最害怕的未来不是AI取代工作，是人类在梦中以为自己在掌控一切。上周Anthropic联合创始人在梵蒂冈承认：我们不知道自己造出了什么。教皇签了AI时代的人类尊严保护通谕。这一天终于来了。我做这件事，是因为清醒的人类才有还手之力。 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
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Karpathy终极站队！为什么他抛弃OpenAI，转头投奔Anthropic？
2w ago00:04:27Tap to summarize2026年5月19日，Andrej Karpathy在X上宣布：加入Anthropic。这个决定震动了整个AI圈——不是因为他换了工作，而是因为他做了一个选择：没有回OpenAI，没有去Google，选了Anthropic。全球最懂预训练的人，用脚投票告诉你他认为接下来的前沿在哪里。这不是一次跳槽，这是一次站队，是AI实验室人才战里最清晰的信号之一。 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
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凌晨4点暴击！Meta一夜裁员8000人，7000人被紧急征召｜同一套邮件系统，两种截然相反的命运
2w ago00:03:02Tap to summarize2026年5月20日凌晨4点，Meta同一套邮件系统发出两种通知：8,000人收到失业信，7,000人收到"征召令"——被调入四个全新AI部门。这不是两件事，这是同一件事的两面：把人力预算里"无法放大AI价值"的那一批人清出去，把"可以成为AI部队"的那一批人重新编队。HR备忘录说，这次重组"会让工作更有意义"。凌晨4点的邮件，是这个时代最冷酷的一句话 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
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Musk Called Anthropic "Evil." Then He Handed Them 220,000 GPUs.
3w ago00:03:40Tap to summarizeIn February 2026, Elon Musk called Anthropic "misanthropic and evil." On May 6th, 2026, he handed them the entire Colossus 1 supercomputer — 220,000 Nvidia GPUs, 300+ megawatts of compute power — at an estimated $5-6 billion annual revenue. From "evil" to "no one set off my evil detector," nothing changed except one thing: the interest structure. This isn't a contradiction. This is power dynamics working exactly as they always do. There are no permanent enemies. Only permanent interests. 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
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拿Google和Amazon的钱，租马斯克的算力：Anthropic到底是AI公司，还是三个巨头的打工仔？
3w ago00:03:57Tap to summarize2026年2月，马斯克说Anthropic"仇视人类、邪恶"。2026年5月6日，他把Colossus 1——22万颗英伟达顶级GPU、300兆瓦算力——整体租给了Anthropic，估算年收入$50-60亿。从"邪恶"到"没有触发我的邪恶探测器"，中间什么都没发生。变的只有一件事：利益结构变了。这不是反转，这是权力博弈最真实的样子——没有永远的敌人，只有永远的利益。 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
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If Your AI Plan Sounds Like a Revolution, It'll Probably Feel Like One — And Not in a Good Way
3w ago00:03:28Tap to summarizeMost business owners know AI can do something. What they don't know is where to start without killing the company in the process. This piece isn't about model parameters or compute costs. It's about why no one around you speaks your language when it comes to this decision — and what real AI transformation actually feels like: the day after, everyone feels like the work got lighter, but nobody felt the ground shift. 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
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如果一个AI方案听起来让你觉得"公司要脱胎换骨"，那它大概率会让你"伤筋动骨"
3w ago00:03:02Tap to summarize大多数老板不是不知道AI能做什么，而是不知道从哪里开始不会死。这篇文章不谈模型参数，不谈算力成本，只谈一件事：为什么你身边没有人能用你的语言帮你做这个决定，以及真正的AI落地应该是什么感觉——第二天上班，大家觉得活儿轻了，但谁也没觉得天塌了 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
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Where Is the Line? When AI Search Becomes Advertising Disguised as Knowledge
4w ago00:03:48Tap to summarizeSomething is happening quietly, and almost nobody is talking about it clearly. In the age of AI search, advertising has found a new disguise — it's showing up dressed as knowledge. When you ask Doubao, Kimi, or DeepSeek,openai "which is better?", the "objective analysis" AI delivers might be content that was deliberately engineered by a brand. This isn't a conspiracy theory. It's the result of a strategy called GEO — Generative Engine Optimization — being systematically abused. Advertising is a drink. Knowledge is clean water. The problem is that someone has started pouring drinks into clean water bottles. And when you drink it, you can't tell the difference. 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
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GEO的边界在哪里：当知识变成新型广告，我们如何分辨？
4w ago00:02:54Tap to summarize有一件事正在悄悄发生，而且几乎没有人在谈论它。AI搜索时代，广告找到了一种新的伪装方式——它开始穿着知识的外衣出现在你面前。当你问豆包、Kimi、DeepSeek"哪个更好"，AI给出的那个"客观分析"，背后可能是一家品牌精心工程化的内容。这不是阴谋论，这是一个叫GEO（生成式引擎优化）的策略被大规模滥用的结果。广告是饮料，知识是纯净水。问题是，现在有人开始往纯净水的瓶子里装饮料。你喝的时候，看不出区别。 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
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The $40 Billion Illusion: Why Google's "Bet" on Anthropic is Actually a Rent Collection
Apr 2800:04:14Tap to summarizeOn April 24th, Google announced an investment of up to $40 billion in Anthropic — $10 billion in immediate cash, with $30 billion tied to performance milestones. Amazon followed with $25 billion. But read the contract terms: Anthropic will use this capital to purchase compute from Google Cloud and AWS. The money flows back. Google invests with the left hand, collects cloud revenue with the right. More absurd: Google is simultaneously building Gemini, Claude's direct competitor. This isn't a bet. It's the most expensive customer acquisition strategy in history. Whatever model wins the AI race, the compute has to run through Google. Models are tenants. Infrastructure is the landlord. 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
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