This episode examines the most anticipated development in the 2026 global financial markets: the arrival of a massive wave of high-profile, strategically significant IPOs. Following a cautious 2025, stabilizing monetary policies and a renewed appetite for growth equities have encouraged world-leading private companies to revisit their listing timelines.
The discussion provides a deep dive into four industry giants shaping the future:

• SpaceX: Potentially the largest IPO on record with a valuation approaching $1.5 trillion, driven by the recurring revenue of its Starlink satellite network.

• OpenAI & Anthropic: An analysis of the leaders in generative AI, their trillion-dollar valuation potential, and the complex risks regarding governance and regulation.

• Canva: A look at the Australian software powerhouse that stands out for its rare achievement of eight consecutive years of positive free cash flow.

The 2026 cycle represents a unique moment where mature companies with billions in revenue—not just speculative startups—allow the public markets to finally value the essential infrastructure of tomorrow.

本集 Podcast 深入探討 2026 年全球金融市場最受矚目的趨勢：一系列最為重要的企業即將迎來 IPO 浪潮。在經歷了 2025 年的市場觀望後，隨著貨幣政策趨於穩定，投資者對於高成長股的興趣重新燃起。
節目重點分析了四家定義未來科技藍圖的巨頭：

• SpaceX：可能創下史上最大 IPO 紀錄，估值接近 1.5 兆美元，其核心動能來自 Starlink 的衛星寬頻服務。

• OpenAI 與 Anthropic：探討生成式 AI 領頭羊的估值博弈、技術優勢以及面臨的治理與監管挑戰。

• Canva：分析這家已連續 8 年實現正向現金流的軟體巨頭，如何在競爭激烈的設計軟體市場中保持穩健。

這除了將會是史上最大的公開發行案之外，也是大眾資本首次得以直接參與太空基礎設施、人工智慧及軟體民主化等「未來基礎設施」的起點。

Charles Huang, the visionary behind the global phenomenon Guitar Hero, shares his transition from a serial Silicon Valley entrepreneur to an elite mentor at UC Berkeley. Charles argues that the ultimate competitive edge for modern founders isn't just technical brilliance, but "Relationship EQ." In this episode, he breaks down the art of navigating the "emotional rollercoaster" of a startup, managing high-stakes dynamics between co-founders, investors, and talent. Adopting a sports coach philosophy, Charles focuses on empowering founders to trust their intuition rather than making decisions for them. With three decades of frontline experience, he declares the current AI era as the most fertile ground for innovation in history, calling on the next generation to treat entrepreneurship as a lifelong career and master the human connections that define success.

傳奇遊戲《吉他英雄》（Guitar Hero）共同創辦人 Charles Huang 現身說法，分享他從矽谷連環創業家轉型為柏克萊分校金牌導師的實戰哲學。Charles 認為，現代創業者最關鍵的戰場不在技術，而在於「關係 EQ」。他深入剖析如何在高壓的創業雲霄飛車中，精準調控與共同創辦人、投資人及員工間的情緒與信任。他將導師比喻為球隊教練，主張不直接代為決策，而是建立框架賦予創業者下決策的勇氣。憑藉三十年的矽谷第一線觀察，Charles 點出 AI 時代是百年一遇的創業盛世，鼓勵野心家將創業視為終身志業，在充滿挑戰的關係網中，鍛造出改變世界的影響力。





📍 About Host: Uly Su
General Partner, Addins Venture
#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley
🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.
🔗 LinkedIn: https://www.linkedin.com/in/ulysu/

📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
Website: https://sv.startupisland.tw/
LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/
Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/

In this episode, we dive deep into the massive commercial and geopolitical forces behind the launch of NASA's Artemis II mission. Half a century later, humanity is heading back to the Moon, but this time it's no longer just about "planting a flag"; it's about establishing a lunar outpost and sustainable deep space infrastructure.
We analyze how Taiwan is leveraging its globally recognized capabilities in semiconductors, ICT, and precision manufacturing to evolve from a crucial player in Low Earth Orbit (LEO) satellite supply chains to a core contributor in lunar exploration and planned deep space data centers. We also explore Taiwan's absolute dominance in "Space Compute" (holding approximately a 90% global market share in AI servers) and how it secures a strategic foothold in the projected trillion-dollar space economy. Ready to journey into the cosmos with us? Tune in to find out more!

本集節目將帶您深入探討 NASA「Artemis II」任務升空背後的龐大商業前景。半世紀後的今天，人類再次邁向月球，但這次的目標不再只是「插旗拍照」，而是為了建立月球前哨站與深空基礎建設。

我們將為您解析，台灣如何憑藉強大的半導體、資通訊與精密製造硬實力，從低軌衛星（LEO）供應鏈的關鍵要角，一路打入月球探測與深空數據中心（Lunar Data Center）的核心佈局。此外，我們也會探討台灣在「太空AI運算」領域（囊括全球約90% AI伺服器市占率）的絕對優勢，看台灣如何在預估達一兆美元的未來太空商機中穩占無可取代的戰略地位。準備好跟我們一起航向宇宙了嗎？千萬別錯過這集！

In this episode, we sit down with Volker Heistermann, co-founder of Mosaic Venture Lab, to explore his 30-year journey across the tech landscapes of Silicon Valley, Taiwan, and Germany. Volker breaks down the reality of Silicon Valley’s "inner circle," explaining why international success requires more than just a pitch deck or a round-trip ticket—it demands a "one-way ticket" commitment and deep local integration. From his early days building Taiwan’s app economy to his current focus on semiconductor and healthcare VC investments, he shares invaluable insights on avoiding common pitfalls, the importance of hiring local experts, and how to forge authentic, long-lasting relationships within the global tech ecosystem.

在本集節目中，我們邀請到 Mosaic Venture Lab 共同創辦人 Volker Heistermann，分享他在矽谷、台灣與德國之間超過三十年的跨國創業與投資觀察 。Volker 深入剖析了矽谷「圈內人」與「圈外人」的本質差異，強調進軍國際市場不能只靠短期拜訪或投簡報，而是需要「單程機票」的決心與長期的在地深耕 。從早期在台灣建立 App 生態系，到如今專注於半導體與醫療產業的創投轉型，他將告訴創業者如何透過真正的文化理解與專業人才佈局，在競爭激烈的科技生態系中建立具備信任感的深度連結 。

This podcast dives into the groundbreaking announcements from NVIDIA GTC 2026, marking the official dawn of the agentic and physical AI era. We explore CEO Jensen Huang's vision of transitioning from traditional data centers to "AI factories" that manufacture intelligence, converting power into "tokens" as the new economic unit. Key highlights include the staggering projection of $1 trillion in AI infrastructure demand and the unveiling of the vertically integrated Vera Rubin computing platform.

Furthermore, we discuss the revolutionary OpenClaw, an open-source operating system likened to "Android for agents", and the leap into physical AI with Cosmos for robotics. Tune in to understand how NVIDIA is architecting the foundational infrastructure of the next digital economy.

本集 Podcast 帶您深入了解 2026 年 NVIDIA GTC 大會，見證「代理與實體 AI」時代的正式來臨。我們將解析黃仁勳的最新願景：傳統資料中心正轉型為製造智慧的「AI 工廠」，將電力轉化為「代幣（Tokens）」以作為新型經濟單位。

節目將探討高達一兆美元的 AI 基礎設施需求、全新的 Vera Rubin 運算平台，以及被譽為「代理界 Android」的開源作業系統 OpenClaw。歡迎收聽本集節目，了解 NVIDIA 如何建構未來數位經濟的核心基礎設施。




📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
Website: https://sv.startupisland.tw/
LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/
Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/

掌握台灣與國際間時事的脈動

累積出實用的，股票期貨選擇權，操盤技巧

每天多學一點，生活好一點

邀請你加入股票王的訂閱方案

每天盤前盤中，了解最新類股輪動與飆股變化

讓你不知不覺，邁向財富自由的道路

https://fstry.pse.is/8xy5w2

—— 以上為 Firstory Podcast 廣告 ——

Welcome to this audio special on Nvidia GTC 2026, the company's most anticipated event of the year. As the tech world gathers in San Jose, we tune in to CEO Jensen Huang’s keynote to hear about the next frontier of AI. This year, the conversation shifts from model training to AI inferencing efficiency. We discuss Nvidia’s strategic integration of Groq’s "Language Processing Unit" (LPU) technology, which claims to run large language models up to 10 times more efficiently than traditional GPUs.

Our episode also explores rumors of a dedicated inference chip and Nvidia’s long-awaited laptop CPU, signaling a bold expansion beyond its GPU roots. With Nvidia’s data center revenue reaching $193.5 billion, we analyze how these new platforms aim to solidify the company's dominance. Listen in as we break down the product launches and dealmaking strategies defining the future of computing.

歡迎收聽 Nvidia GTC 2026 年度盛事特別報導。本集節目將帶您深入瞭解聖荷西現場，解析執行長黃仁勳揭曉的 AI 全新藍圖。隨著產業重心從模型訓練轉向推理應用，我們將探討 Nvidia 如何整合 Groq 的語言處理單元（LPU）技術，追求比傳統 GPU 高出 10 倍的運算效率。

此外，本集將關注備受期待的 Nvidia 筆記型電腦 CPU 以及專用推理晶片的傳聞，這標誌著該公司正積極從 GPU 研發跨足更多元硬體領域。面對資料中心業務高達 1,935 億美元的營收規模，我們將分析 Nvidia 如何透過近期密集的併購策略，持續鞏固其全球運算霸主的地位。請隨我們一同聽取這場定義未來科技走向的關鍵解析。




📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
Website: https://sv.startupisland.tw/
LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/
Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/

Dario Amodei, the former head of R&D at OpenAI, left the company in 2021 due to growing concerns over the rapid commercialization and safety of AI technology. Alongside his sister, Daniela Amodei, he co-founded Anthropic, a firm now valued at $183 billion. With the exceptional performance of its Claude models—particularly in coding—Anthropic has emerged as OpenAI's most formidable rival.

Amodei frequently sounds the alarm on the risks of advanced AI, describing powerful models as "a sovereign brain in a data center." He warns that there is a non-negligible risk of catastrophic outcomes and predicts that AI could replace 50% of entry-level white-collar jobs within five years. He also emphasizes that without proper oversight, AI could be weaponized by bad actors to develop biological weapons, posing a severe threat to national security.

This episode focuses on Dario Amodei and the AI ethical frameworks he champions at Anthropic, which enable models to self-supervise based on core principles. Amodei believes humanity is currently in a "technological adolescence" that will determine our survival. He maintains that only through transparent regulatory mechanisms can we ensure AI leads us toward a prosperous future rather than total destruction.

Dario Amodei 曾是 OpenAI 的研發負責人，卻因擔心技術過度商業化與安全性，於 2021 年離開並與妹妹 Daniela Amodei 創立了 Anthropic。這間公司如今估值已高達 1,830 億美元，並因其研發的 Claude 模型在程式開發上的優異表現，成為 OpenAI 最強大的對手。

Dario Amodei 頻繁對外發出警示，將強大的 AI 比喻為「資料中心裡的智囊國」，並警告 AI 最高有 ，且可能在 5 年內取代 50% 的初階白領工作。他強調，若缺乏適當監管，AI 甚至可能協助惡意份子製造生物武器，成為嚴重的國安威脅。

本集將專注介紹Dario Amodei 以及他在 Anthropic 推動的AI倫理規範，讓模型能基於倫理原則進行自我監督,。他認為人類正處於決定存亡的「技術青春期」，唯有建立透明的監管機制，才能確保 AI 最終能引領人類邁向繁榮而非走向毀滅。

We’re diving straight into the heart of NVIDIA GTC 2026, where Jensen Huang has teased a "world-shocking" chip that marks the definitive dawn of the Rubin era. This isn't just another incremental update; it is a total overhaul of computational logic, moving us from the era of Generative AI into the realm of Physical and Reasoning AI. We will explore how the Vera CPU and HBM4 are teaming up to push inference performance to heights that were once pure science fiction, effectively turning data centers into massive, unified brains capable of solving the world's most complex engineering challenges.

At the core of this tectonic shift lies the unbreakable bond between NVIDIA’s vision and Taiwan’s industrial mastery. From TSMC’s cutting-edge 2nm and A16 processes to the breakthrough silicon photonics and liquid cooling solutions, Taiwan has transitioned from being a silent manufacturer to a lead architect of the global AI factory. Join us as we break down how giants like Foxconn, Quanta, and Delta Electronics are weaving silicon and light into the very fabric of our future, proving that the road to global AI intelligence runs directly through the heart of Taiwan’s engineering prowess.

我們將帶領各位深入 2026 年 NVIDIA GTC 大會的核心，探索黃仁勳口中那款「震驚世界」的新晶片。從 Blackwell 到 Rubin 架構的跨越，不僅是規格的升級，更是運算邏輯的徹底重塑。這場被譽為 AI 界超級盃的盛會，將揭示 Vera CPU 與 HBM4 如何聯手推升推論效能，讓我們正式告別純粹的生成式 AI，步入具備複雜推理能力與物理感知的實體 AI 新紀元。

在這場科技風暴的中心，台灣扮演了不可或缺的共生角色。從台積電最先進的 2 奈米與 A16 製程，到矽光子技術與液冷散熱的關鍵突破，台灣供應鏈正從幕後的製造者轉型為 AI 未來的共同建築師。本集將剖析鴻海、廣達、台達電等鑽石級合作夥伴如何與 NVIDIA 攜手，將矽、光與數據交織成改變世界的能量，帶你預見這場由台灣製造所支撐的全球運算革命。