Podcasts

This podcast invites Zilliz founder and CEO Xingjue for an in-depth discussion on the rise of Vector Databases in the AI era, Zilliz's entrepreneurial journey, and future prospects. Xingjue elaborates on the importance of Vector Databases as unstructured data infrastructure and its core position in deep learning and generative AI. He reviews Zilliz's journey from exploring the nascent field in 2018 to being recommended by Nvidia's Jensen Huang, and shares the company's growth experience in technology, marketing, and commercialization. The podcast focuses on Zilliz's strategic considerations in adhering to the open-source route, considering open source as its core competitive advantage and long-term competitive barrier, and discusses the challenges and value of open-source and closed-source business models (such as Dual Core (双核心模式)). Xingjue candidly shares his entrepreneurial journey over the past eight years, from an idealist to a realist, and the setbacks experienced when facing commercialization pressure, team management, and market fluctuations, emphasizing the importance of continuous innovation, rapid iteration, and accepting imperfection. Finally, he gives unique insights into future trends in the AI field, foreseeing growth in cloud platforms, leading large language model developers, and AI application companies.

This episode features Fusion Fund's Zhang Lu, providing insights into Silicon Valley's tech scene in H1 2024. The discussion highlights the dynamic AI innovation ecosystem, with open-source models like DeepSeek reshaping industry views. NVIDIA's GTC Conference showcased AI ecosystem synergies. The conversation explores talent acquisition, strategies, and challenges for tech giants like Meta, Google, Apple, Amazon, and Microsoft in AI, revealing their drive to accelerate development. The podcast also focuses on AI Agents as a next-generation platform for complex tasks and autonomous decisions, using Salesforce as an example in enterprise applications. Finally, it delves into AI's impact on Silicon Valley's VC ecosystem, including talent acquisitions' effect on VC returns and AI's potential in healthcare, industrial automation, and space, envisioning an AI-driven 'Age of Exploration' and its impact on productivity.

This podcast delves into the emergence and evolution of AI Agent Infrastructure (Agent Infra), featuring Zhang Xiantao (Xuqing), President of Alibaba Cloud Wuying Division, and Qu Liwei, Product Leader of AgentBay. The discussion begins by distinguishing Agent Infra from traditional AI Infra, emphasizing that Agent Infra encompasses six core elements: memory management, tool utilization, task planning, a sandbox environment, multi-Agent collaboration, and security and privacy. These are fundamental cornerstones for constructing effective AI-powered Agents. The guests elaborate on Alibaba Cloud AgentBay's role as an inclusive Agent Infra product, designed to transform complex components into a low-code platform, thus empowering small and medium-sized developers. A comparative analysis highlights the advantages of cloud sandboxes over local sandboxes in terms of security and concurrency, alongside insights into Alibaba Cloud's established expertise and long-term commitment to data security. The conversation also addresses the impact of AI Agents on cloud computing business models, anticipating a shift from computing power sales to service-oriented models that prioritize the application layer. Lastly, the guests share the Wuying Division's strategic transition from a cloud PC business to Agent Infra, underscoring the significance of sustained value creation and proactive technology strategies, while forecasting substantial investment and entrepreneurial opportunities in general Agents, coding Agents, and internal automation across sectors like finance and healthcare.