This episode discusses how the investment framework is being rewritten in the AI era, from research workflows and industry opportunities to portfolio construction.

As the first half of 2026 approaches its close, this episode reviews BEDROCK’s portfolio operations and discusses how AI is reshaping investment research.

This episode is a collaboration between BEDROCK and Trader. Topics include: Starting with DCI, the driving logic behind it; The structure and bottlenecks of AI infrastructure; The rationality and sustainability of AI capital expenditure; The diffusion of opportunities in the industry chain, technological iteration, etc.; The coexistence of opportunities for both old and new AI.

We recently spoke with BY (pseudonym), a frontline AI engineer. Having worked extensively on the front lines of AI productization, he focused less on model rankings and more on the challenges of truly implementing coding agents, enterprise AI, and physical AI…

创始人谭聪和老朋友圣狮投资研习院两位创始人，进行了一次系统性的对话

Hello everyone, thank you for following! In this episode of the E24 podcast, BEDROCK Investment presents a special feature for our friends: "Embracing AI in the Spring Chill: Challenges and Expectations of a Post-95s Global Analyst."

This episode collaborates with financial blogger Trader JIU to discuss what the empowerment/replacement of humans means in the agent era. What impact will AI's reduction of human "thinking costs" have on traditional businesses? Finally, we'll talk about how to invest during periods of high volatility.

It mainly focused on a multi-dimensional analysis of the AI ​​industry's development, covering the current status and prospects of AI applications, industry value and business models, industry structure and competitive landscape,

Hello everyone, and welcome to this special New Year episode of the BEDROCK (BenShi Investment) podcast. This program was recorded as a heartfelt thank-you to all the friends who have followed and supported us along the way. Our team was founded at the end of 2021. Over the past few years, amid rapidly shifting internal and external conditions, we have gone through the inevitable survival phase faced by every startup team—and are now moving steadily into a stage of growth. Al

Hello everyone, thank you for tuning in! In this episode, TC (CIO), Tracy (Analyst), and Claire (Host) from BEDROCK Investment bring you a forward-looking discussion on the trillion-dollar AI industry for 2026. As a global investment firm, we focus on high-quality growth opportunities in technology and consumer sectors, maintaining close research tracking of Sino-US macroeconomic shifts and the AI industry over the past few years. In this podcast, through an exchange of BEDRO

This episode features Bill, a Stanford mathematics PhD candidate. He was one of the first AI researchers to discover the Transformer at Google Brain in 2016. He previously managed billions of dollars in assets using quantitative/AI investment methods at Millennium, Citadel, and Point72. He is currently an AI entrepreneur. Bill is perhaps the most knowledgeable investor in the AI ​​community, making him a perfect fit for today's topic.

In this episode, Tracy, TC, and Oliver discuss their experiences with the Brazil research and investment opportunities. Topics include: 02:15 Bias against Brazil; 10:29 Risks and Issues to Watch for; 16:00 Investor Information; 30:40 E-commerce; 53:10 Fintech.

In this episode, Tracy and TC discuss their experiences and investment opportunities in Central Asia. Topics include: 01:10 Overall Perception; 17:35 Religious Influence; 24:30 Relationship with Russia and Its Influence; 34:00 Economic Opportunities in Central Asia; 45:30 Competition in the Central Asian Region; 48:56 Copy+Paste Model and Late-Mover Advantage; 51:29 Representative Companies: Kaspi and Uzum; 01:00:00 Relationship with China

In this episode, we're collaborating with Trader 韭 , a finance blogger on WeChat, to discuss AI. Topics include: – The impact of the...

This issue is linked with the video account financial blogger Trader JIU. Let's chat about the recent US stock earnings and how to invest in the current market.

This episode is co-broadcasted with TASHANZHISHIGUANTOUZI.

This episode is co-broadcasted with [投资实战派]. Topics: 11:34 Understanding of value investment and growth investment 25:07 How to price...

This interview comes from: Anna, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

This interview comes from: Oliver, TC, Tracy BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our...

This interview comes from: Oliver (BR analyst), TC, Tracy Topics discussed in this issue include: *Overall perception of Latin American...