AI 技术与工程 ／ 42章经跨期专题整理 / 42 Zhangjing podcast synthesis
AI产业与基础设施：能力、交付、资本及价值归属 / AI Industry and Infrastructure
跨2023–2026年访谈，分别检查模型能力、真实需求、交付、经营收益与资本定价，保留历史分歧。A cross-interview synthesis separating model capability, demand, delivery, business returns and valuation, with historical disagreements preserved.