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【十字路口】2026 年过去一半了，我对 AI 投资的观察与思考｜Koji 对谈课代表立正（下）【视频播客】
Jun 12, 2026 · 37:28
Koji 杨远骋与课代表立正交换角色，由立正采访 Koji 分享 2026 年 AI 创投一线体感：创业与资本热情前所未有，但商业价值高度集中于基模（OpenAI 与 Anthropic 占 90% 收入），应用层常像“推土机前捡钢镚”。Koji 认为机会正两极化——要么往天上跳（AI for Science、具身智能），要么往地里钻（行业深水区 FDE）。他还披露了近期关注的五个方向：agent 生态、物理 AI、视频模型解锁的商业价值、软件投资价值重估，以及语音交互新机会，并坦言自己享受当前投资人与媒体人的身份，等待真正的创业激情回归。
The "Cursor Moment" for Video Editing? | ChatCut Founder Kaiwen Li
Mar 22, 2026 · 1:05:57
Kaiwen Li, founder of ChatCut, explains why his AI video editor refuses to generate a single pixel, instead focusing on editing real footage through conversational workflows. Drawing from his background as a documentary director, he argues that serving non-professional creators—not pro editors—is the key to unlocking video creation's 'Cursor moment.' Li discusses his contrarian choices: avoiding generated content, building an 'alchemist' team culture, and finding order in chaotic unscripted footage. He shares how his Golden Horse-nominated filmmaking experience shapes ChatCut's approach to stylization and why he believes the obstacle is the way.
【十字路口】AI时代是谁的黄金时代？｜和张咋啦聊：文科生、积极行动、爆款的规律、普通人也能赢【视频播客】
Jan 22, 2026 · 1:30:07
本期十字路口邀请到张咋啦（Zara），她分享了自己一年内从2万涨粉到18万的小红书心法、非技术背景转AI产品经理的经历，以及业余产品LongCut的洞察。她提出AI时代‘活人感’是营销关键，创始人即CMO成为趋势，并强调文科生迎来最好机遇——code和media成为不需要许可的杠杆，鼓励用行动和松弛感找到属于自己的成长路径。