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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
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Contact path
Public web form
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchMarisa 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.
Recent episodes include "当 AI 巨头向教皇坦白：我们不知道造出了什么" (27 May 2026, 3 minutes), "Karpathy终极站队！为什么他抛弃OpenAI，转头投奔Anthropic？" (20 May 2026, 4 minutes), and "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" (19 May 2026, 3 minutes).
Marisa Wu · AI Strategy publishes roughly a few times a week, with episodes averaging 4 minutes across 76 episodes.
Booking probability for Marisa Wu · AI Strategy is 32%, and the host is rated Selective on guests. Marisa Wu · AI Strategy requires a Pod Score of 80 or higher. Marisa Wu · AI Strategy's contact route on record: public web form.
The strongest fits for Marisa Wu · AI Strategy are IT Services & Software Development and Business & Management Consulting. Marisa Wu · AI Strategy has a business audience.
Marisa Wu · AI Strategy is a business podcast with 76 episodes published.
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Marisa Wu · AI Strategy
<p>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。</p> <br/><br/>This is a public episode. If you would like to...
Marisa Wu · AI Strategy
<p>2026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。</p> <br/><br/>This is a public episode...
Marisa Wu · AI Strategy
<p>2026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</p> <br/><br/>This is a public...
Marisa Wu · AI Strategy
<p>In 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...
Marisa Wu · AI Strategy
<p>2026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。</p> <br/><br/>This is a public...
Marisa Wu · AI Strategy
<p>Most 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...
Marisa Wu · AI Strategy
<p>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</p> <br/><br/>This is a public episode. If you would like to discuss this with other...
Marisa Wu · AI Strategy
<p>Something 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...
Marisa Wu · AI Strategy
<p>有一件事正在悄悄发生，而且几乎没有人在谈论它。</p><p>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。</p>...
Marisa Wu · AI Strategy
<p>On 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...
Marisa Wu · AI Strategy
<p>4月24日，Google宣布向Anthropic投资最高$400亿，先付$100亿现金，剩余$300亿绑定里程碑。同期Amazon追加$250亿。但合同条款揭示了这笔交易真正的逻辑：Anthropic拿到钱后，要用来购买Google Cloud和AWS的算力——巨头左手投钱，右手收租。更荒诞的是，Google同时在开发Gemini，Claude的直接竞争对手。这不是押注，这是锁定AI时代最大付费客户的最贵方式。无论哪个模型赢，算力...
Marisa Wu · AI Strategy
<p>Microsoft launched its first-ever large-scale buyout program in 51 years, covering roughly 7% of US employees (~8,750 people). Meta simultaneously confirmed layoffs of 8,000 employees (10%) effective May 20th. Both...
Marisa Wu · AI Strategy
<p>微软51年历史上首次推出大规模买断计划，覆盖约7%美国员工（约8,750人）；Meta同步确认5月20日起裁员8,000人（10%）。两家公司都把这轮裁员与AI基建支出直接挂钩。四大科技公司2026年Capex合计超$6,300亿，较2025年增长约70%。这不是行业在收缩，而是行业在换血——把人力预算腾出来，换成GPU机架和液冷算力。薪资预算在退场，电力与硅片正在上桌。两种组织的竞争力差距，最终不是效率，是认知速度。</p>...
Marisa Wu · AI Strategy
<p>In public, Musk calls orbital data centers "the ultimate future of AI infrastructure." In SpaceX's IPO filing, the same ambition is described as relying on "unproven technologies" that "may never become commercially...
Marisa Wu · AI Strategy
<p>马斯克公开演讲里，轨道数据中心是"AI基础设施的终极未来"。SpaceX的IPO招股文件里，同一件事被描述为"依赖未经验证的技术，可能永远无法商业化"。同一个人，公开场合一套，法律文件一套。这不是矛盾，这是资本市场里最古老的一门艺术：愿景杠杆，用来拉升估值；法律堡垒，用来规避责任。两者的落差，就是叙事套利空间——也是估值泡沫的真实边界</p> <br/><br/>This is a public episode. If you...
Marisa Wu · AI Strategy
<p>On April 15th, OpenAI updated its Agents SDK with sandboxing, configurable memory, and self-correction capabilities. Gartner forecasts 40% of enterprise apps will embed AI agents by end of 2026. AI is no longer just...
Marisa Wu · AI Strategy
<p>4月15日，OpenAI更新了Agents SDK，加入沙盒运行、自主记忆、自我纠偏能力。Gartner预测2026年底40%的企业应用将内嵌AI Agent。AI正在从“执行工具”变成“决策层”。问题不再是“AI能替代哪些员工”，而是“CEO的判断力，AI能参与多深”。这条线，比任何一次模型发布都更值得认真看。</p> <br/><br/>This is a public episode. If you would like...
Marisa Wu · AI Strategy
<p>Apple plans to open Siri to Google Gemini and Anthropic Claude at WWDC in June, letting users choose their AI engine. This isn't OpenAI getting kicked out — it's Apple turning Siri from a single-model interface into...
Marisa Wu · AI Strategy
<p>Apple计划在6月WWDC上宣布Siri接入Google Gemini和Anthropic Claude，用户可以自行选择AI引擎。目前ChatGPT已可通过Siri访问，但体验不流畅。这一步不是OpenAI"被踢走"，而是Apple把Siri从"单一AI入口"变成"多模型调度平台"。20亿台设备的AI入口之战，规则刚刚改变。</p> <br/><br/>This is a public episode. If you...
Marisa Wu · AI Strategy
<p>大家好，我是Marisa。</p><p>4月7日，Anthropic发布了一个公告，内容大意是：我们造出了一个新模型，但我们不打算把它发布给所有人用。</p><p>这不是谦虚，也不是营销。</p><p>它叫Claude Mythos Preview。而Anthropic不发布它的原因，是这个模型在测试中做到了一件让公司高层真正感到不安的事。</p><p>先说它做了什么。</p><p>Anthropic的安全团队让Mythos去测试...
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