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Li Xiang's extended conversations with founders, investors, and business operators about personal choices, company growth, and lived experience in business.
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Vol.164 宏观漫谈80｜中美博弈中值得关注的新动向，与大模型在机器人领域的应用前景（3.25录制）
一二月数据中唯一较强信号是政府负债占比和同比增速双高，显示今年财政靠前发力。三线以下城市消费已超过2019年，而一二线仍受收入、房价和就业预期压制。中国造船订单占全球55%-70%多，稀土与港口成为博弈筹码；机器人进步仍在关节电机，FSD入华已无明显领先优势。