01 / Show notes
In this episode
From AI valuations and search traffic to short dramas, scientific research and shopping carts: four hosts discuss bubbles, value, creativity and trust.
We start with the discussion around Anthropic’s IPO and separate market valuations from the practical value of AI. Reddit and AI search raise another question: when content is reused, where does the traffic go?
AI short dramas and Jimeng bring the conversation back to creators. Lower production costs create opportunities for individuals and small teams, while storytelling, taste and distribution still matter.
The second half covers security, drug discovery and scientific research, then turns to personal websites, trusted sources and services used by agents. We finish with storage prices, foldable phones and recording hardware.
Topics
- Opening: four hosts and the show’s recent progress
- Anthropic’s IPO discussion: capital bubbles and AI’s value
- Reddit, AI search and the distribution of traffic
- AI short dramas and opportunities for small teams
- Security, employee devices and supply-chain risks
- Drug discovery and new scientific possibilities
- How agents influence judgment
- GEO: where AI finds information and whom it trusts
- Personal websites and independent sources
- Why trust matters when capabilities become widespread
- Shopping: spare phones, lighting and storage
- Foldable phones and software adaptation
- Recording hardware and cross-platform compatibility
Questions to take away
Does an AI investment bubble mean the technology has no value? What distinguishes creators when production tools become widely available? And when everyone has an agent, why should someone choose your work or trust your information?
People and recording
Orange hosts this conversation with Yang Pan, Guizang and Xiangyang Qiaomu. Recorded on November 1, 2026 at Xiangwai Space.
Related episodes
#007: DeepSeek, AI games and old devices
Credits
Next Token is a Chinese-language video podcast about AI technology, products and their real-world impact.
