Startup Island TAIWAN Podcast

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。 Powered by Firstory Hosting

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！📚 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 HubWebsite: 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/ Powered by Firstory Hosting

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 。📍 About Host: Uly SuGeneral 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 HubWebsite: 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/ Powered by Firstory Hosting

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 HubWebsite: 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/ Powered by Firstory Hosting

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 HubWebsite: 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/ Powered by Firstory Hosting

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。 📚 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 HubWebsite: 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/ Powered by Firstory Hosting

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。 📚 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 HubWebsite: 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/ Powered by Firstory Hosting

This episode explores the vision of Demis Hassabis, CEO of Google DeepMind and recipient of the 2024 Nobel Prize in Chemistry. Hassabis argues that 2026 marks a pivotal turning point in human history, as we enter what he describes as an “AI Renaissance”—an era whose impact could be ten times greater than the Industrial Revolution, unfolding at ten times the speed.He predicts that Artificial General Intelligence (AGI) could be achieved before 2030, while cautioning that today’s AI systems remain in a state of “jagged intelligence,” still lacking robust reasoning and long-term planning capabilities. As the industry enters a phase of consolidation, Hassabis is focused on transforming AI into a scientific engine. Through breakthroughs such as AlphaFold and initiatives like Isomorphic Labs, he aims to reshape drug discovery, while collaborations with the U.S. Department of Energy—such as the “Genesis Project”—seek to accelerate progress in energy innovation.At the core of his vision is the concept of “Radical Abundance.” As AI drives the marginal cost of healthcare and energy toward near zero, society may begin to transition into a post-scarcity era. To navigate this shift, Hassabis proposes new social mechanisms, including a “Global Abundance Dividend,” and emphasizes that AI governance must extend beyond technologists, requiring international cooperation to ensure these technologies benefit all of humanity.本集的內容將帶您深入探索 Google DeepMind 執行長、2024 年諾貝爾化學獎得主 戴米斯·哈薩比斯 (Demis Hassabis) 的遠見。哈薩比斯指出 2026 年是人類歷史的轉折點，我們正進入一個「AI 文藝復興」時代，其影響力將是工業革命的十倍，且發展速度快上十倍。哈薩比斯預測通用人工智能 (AGI) 可能在 2030 年前實現，但警告現今 AI 仍處於「參差不齊的智能」狀態，必須克服基礎推理與長期規劃的缺陷。隨著行業進入「洗牌期」，他致力於將 AI 轉化為科學引擎，透過 AlphaFold 與 Isomorphic Labs 變革藥物研發，並與美國能源部合作「創世紀任務」以加速能源突破。他最核心的觀點是 「激進豐饒」(Radical Abundance)：當 AI 讓醫療與能源成本趨近於零，人類將邁向「後稀缺」社會。為應對此轉變，他提出「全球豐饒紅利」等社會機制，並強調 AI 治理不能僅留給技術專家，需透過國際合作確保這項技術能造福全人類。 📚 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 HubWebsite: 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/ Powered by Firstory Hosting

In today’s episode, we examine the evolving trade arrangement between Taiwan and the United States and what it truly represents beyond the headlines. This is not simply about tariff adjustments or procurement commitments. It reflects a broader shift in the global economic order, where supply chains are increasingly shaped by security considerations rather than pure efficiency. Taiwan’s central role in semiconductors and advanced manufacturing places it at the heart of this transformation.We will explore the structural forces that led to this agreement, its immediate macroeconomic implications for Taiwan, and the longer-term strategic trade-offs. Does deeper integration with the United States strengthen Taiwan’s economic resilience, or does it gradually reshape the geography of its technological advantage? Let’s take a closer look at what this deal really means.在今天的節目中，我們將探討臺灣與美國之間持續演變的貿易安排，以及它在新聞標題之外所代表的意義。這不只是關於關稅或採購承諾，而是反映全球經濟秩序的轉變——供應鏈的布局越來越受到安全優先考量的影響，而不再僅僅追求效率。臺灣在半導體與先進製造領域的關鍵角色，使其處於這場轉型的核心位置。本集將分析促成這項協議的結構性因素、對臺灣短期總體經濟的影響，以及長期的戰略意涵。更深入地整合美國市場，究竟能否強化臺灣的經濟穩定性，還是會逐步改變其技術優勢的地理分布？讓我們理性檢視這項協議對臺灣未來發展所釋放的訊號。 📚 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 HubWebsite: 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/ Powered by Firstory Hosting

AmCham Taiwan’s 2026 Business Climate Survey offers a structured snapshot of how foreign businesses are balancing growth, risk, and investment decisions in Taiwan. Conducted Nov 18–Dec 21, 2025 with responses from 206 member companies, the survey reports that 82% of respondents are confident about Taiwan’s economic outlook for the next 12 months, and 92% plan to maintain or increase investment this year.This episode uses the report as the backbone of the discussion—moving beyond headlines to unpack what the numbers imply about Taiwan’s AI-driven expansion and the parallel rise of operational resilience planning. The survey notes that 46% of firms are updating emergency preparedness and business continuity measures, highlighting a dual reality: strong investment intent alongside intensified risk management as security concerns remain salient.台灣美國商會（AmCham Taiwan）近期發布《2026 年商業景氣調查（Business Climate Survey）》，這份報告等於替外商在臺灣的「風險—投資—成長」心態做了一次系統盤點：調查期間為 2025/11/18–12/21，回收 206 家會員企業意見；結果顯示，82% 受訪者對未來 12 個月臺灣經濟展望抱持信心，同時有 92% 表示今年將維持或增加在臺投資。本集節目以這份景氣報告作為主軸，逐段拆解它真正透露的訊號：AI 需求推升伺服器與先進晶片投資，讓「成長敘事」更有底氣，但地緣風險與營運持續性管理也同步升溫。報告指出，企業啟動或更新緊急應變與營運持續計畫的比例已上升到 46%，反映在樂觀投資之外，外商更在意「可預期的穩定」。 📚 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 HubWebsite: 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/ Powered by Firstory Hosting

Moltbot(Openclaw) is an open-source, local AI agent that shifts the paradigm from reactive chatbots to proactive digital butlers running on your own hardware. With features like persistent memory stored in local files and full terminal access, it can automate complex tasks—from fixing servers to grocery shopping—and initiate conversations on apps like WhatsApp. However, granting an AI such high-level control over your computer offers the "Ultimate Software Experience" only if users strictly manage the inherent security risks through sandboxing. Moltbot (Openclaw) 是一款運行於本地端的開源 AI 代理人，將 AI 從被動問答轉變為能主動服務的數位管家。它具備存在本地檔案的永久記憶與電腦終端機的完全控制權，不僅能自動執行修復伺服器或購物等複雜任務，還能主動透過通訊軟體聯繫用戶。 然而，賦予 AI 如此高的系統權限雖能帶來極致的效率，使用者也必須透過沙盒機制嚴格控管，以防範潛在的資安風險。 Powered by Firstory Hosting

In this episode, we dive into the real forces reshaping the semiconductor world: export controls, licensing regimes, and the race for AI chip supremacy. The industry is undergoing a permanent structural shift where security now commands the budget, and regional fragmentation is the new reality. Join us as we break down why "tariffs move the margins, but geopolitics moves the market". Whether you are an investor or a tech enthusiast, this episode will help you focus on what actually matters—from overseas fab expansions to advanced-node leadership. 歡迎收聽本集節目。近期美台關稅調降的消息引發市場關注，本集我們將探討真正驅動 2026 年晶片市場的底層邏輯：出口管制、技術領先地位以及美中地緣政治競爭。隨著全球供應鏈從追求「效率」轉向「安全與韌性」，台灣雖穩居全球晶片棋盤的核心，卻也面臨地緣政治的脆弱性。我們將分析為什麼對台積電（TSMC）等巨頭而言，取得 EUV 設備與遵守出口法規，遠比關稅調整更具決定性。 Powered by Firstory Hosting

In this episode, we invited Tesoro Venture Capital Founder and Managing Partner Andy Lombard to share how he identifies future industry leaders amid the trillion-dollar global race in semiconductors and AI.Developing a new chip often takes close to a decade and requires tens of millions of U.S. dollars in investment. Tesoro approaches this challenge through a model it calls “Codependent Innovation,” working in close collaboration with ecosystem partners such as TSMC, Cadence, and Amkor. By embedding startups directly into this network, Tesoro helps establish real-time feedback loops that significantly shorten development cycles. Andy explains in detail how Tesoro’s accelerator programs are designed to compress both R&D timelines and costs, with an ambitious goal: to cultivate the next generation of TSMC’s most important global customers within the next five years.Beyond investment strategy, Andy also discusses how Tesoro is working to replicate the success of Taiwan’s Hsinchu Science Park in the “Silicon Desert” of Phoenix. Tesoro is actively connecting leading universities—such as the University of Arizona and National Yang Ming Chiao Tung University—with advanced research centers, focusing on frontier domains including Physical AI, robotics, photonics, and AI chips engineered for extreme environments such as space.In this episode, we take a closer look at how Tesoro supports Taiwanese and global startups as they establish a presence in the U.S. market. Through cross-border collaboration and what Andy describes as a “corridor effect,” Tesoro aims to accelerate the commercialization of next-generation hard technologies and help shape a truly global ecosystem for physical, real-world AI.在本集節目中，我們邀請到 Tesoro Venture Capital 的創辦人兼管理合夥人 Andy Lombard，與我們分享他如何在價值兆元的半導體與 AI 競賽中挖掘未來的產業巨頭。開發一顆晶片通常需要耗時十年並投入數千萬美金，但 Tesoro 透過「共同依賴式創新（Codependent Innovation）」模式，與台積電 (TSMC)、Cadence 及 Amkor 等生態系夥伴緊密合作，為新創公司建立即時的反饋機制。Andy 詳細介紹了他們如何透過加速器計畫壓縮研發時間與成本，目標是在未來五年內，為台積電培養出下一批最重要的全球大客戶。 從新竹到鳳凰城：打造實體 AI 的全球生態系 除了投資策略，Andy 也探討了如何將台灣新竹科學園區的成功模式，複製到亞利桑那州鳳凰城的「矽沙漠」。Tesoro 致力於串聯全球頂尖大學（如亞利桑那大學與陽明交大）與研究中心，鎖定「實體 AI (Physical AI)」、機器人、光子學以及專為太空極端環境設計的 AI 晶片等前瞻領域。我們將深入了解 Tesoro 如何協助台灣及全球的新創團隊落腳美國市場，並透過跨國合作的「廊道」效應，推動次世代硬科技的商業化進程。📍 About Host: Uly SuGeneral 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 HubWebsite: 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/ Powered by Firstory Hosting

This episode of Deep Dive provides a comprehensive recap of CES 2026, highlighting a pivotal shift in the technology landscape from Generative AI (chatbots) to "Agentic AI" and "Physical AI." The discussion focuses on how AI is moving beyond the screen and cloud into the physical world to become the foundational infrastructure of consumer technology. The hosts explain that this new era is defined by "agency"—software that proactively anticipates user needs and executes tasks across devices without waiting for prompts—marking a departure from the passive tools of the past few years. The episode details specific innovations driving this shift, particularly the rise of local AI processing on PCs and smartphones to ensure privacy and speed (the "AI PC" era). It covers major developments in robotics, such as Hyundai's industrial integration of Boston Dynamics and new home assistants from Samsung and LG that aim to be helpful rather than just novelties. Furthermore, the discussion touches on the explosion of health tech following new FDA guidance, featuring non-invasive monitoring and smart wellness devices, ultimately painting a picture of a future where technology becomes an invisible, proactive, and helpful layer in daily life. 這集 podcast 針對剛落幕的 CES 2026 進行了深入的趨勢分析，重點在於人工智慧（AI）的重大轉型：從單純的「生成式 AI」（如對話機器人）進化為具備主動執行能力的「代理 AI」（Agentic AI）與「實體 AI」（Physical AI）。節目指出，AI 已不再只是雲端上的軟體，而是成為各種硬體設備的基礎架構（Infrastructure）。透過 Lenovo 的情境感知筆電、Samsung 與 LG 的智慧家電生態系等案例，主持人解釋了 AI 如何從「等待指令」轉變為「預測需求並主動執行」，真正實現跨裝置的無縫協作。 除了軟體代理，節目也探討了 AI 進入實體世界的硬體突破。重點涵蓋了 NVIDIA 與現代汽車（Boston Dynamics）在工業與居家機器人上的進展，以及為了支援這些「邊緣運算」所需的強大晶片（如 NVIDIA RTX 50 系列與各家 NPU）。此外，討論觸及了 FDA 新規範放寬後帶來的健康科技爆發，例如非侵入式血糖監測與智慧馬桶等。整體而言，CES 2026 標誌著科技正從數位的對話框，大步邁向能感知、移動並協助人類處理實體任務的時代。 Powered by Firstory Hosting

VC Talks: Shao-Yu Jheng (Harvard) | Why Reindustrialization Won't Work Without Global Supply NetworksAs reshoring and industrial policy return to the center of U.S. economic strategy, supply chains are increasingly framed as matters of national security and sovereignty. But history tells a more complicated story. In this episode of VC Talks, Uly revisits Left for Dead, a 1997 study on the revival of U.S. electronics, to question whether bringing manufacturing back home was ever the true driver of America’s industrial recovery.Joined by Shao-Yu Jheng, a postdoctoral researcher in Economics at Harvard University, the conversation reframes the 1980s–90s comeback as a story of network leadership rather than national production. The episode examines why the Japanese manufacturing model ran into structural limits, how Taiwan and overseas Chinese (OC) production networks enabled coordination at scale, and why control over global supply networks—rather than factory location alone—proved decisive. Looking ahead, the discussion challenges today’s reshoring debate by asking what industrial policy can realistically change, and where its influence fundamentally ends.在美國近年大力推動再工業化與製造回流的政策背景下，供應鏈被重新視為國家競爭力的核心資產。然而，歷史是否真的支持「把工廠搬回國內」就能重建產業實力？本集《VC Talks》回到一篇 1997 年探討美國電子產業復甦的研究〈Left for Dead〉，試圖從產業史的角度，重新檢視當前對 reshoring 的普遍想像。主持人 Uly 與哈佛大學經濟學博士研究員鄭紹鈺深入對談，指出美國在 1980 至 1990 年代的產業反彈，並非來自製造回流，而是成功主導橫跨多國的生產網絡。節目聚焦日本製造模式的結構性限制，以及臺灣與海外華人（OC）產業網絡如何在關鍵時刻提供彈性、效率與協調能力，成為美國科技體系得以延續競爭優勢的隱形支柱。本集不只回顧歷史，也直指一個當代問題：在高度全球化的供應鏈體系中，真正的產業力量，究竟掌握在國家邊界，還是網絡控制之中？📍 About Host: Uly SuGeneral 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 HubWebsite: 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/ Powered by Firstory Hosting

Robotics and AI are becoming core foundational capabilities of the physical economy. As AI extends from cloud-based models into hospitals, logistics centers, and a wide range of service environments, robots increasingly carry functions of perception, reasoning, and decision-making, directly translating into measurable gains in productivity, system reliability, and operational safety. Together, they are emerging as critical infrastructure supporting the operation of modern society. Taiwan has established “Robotics + AI” as a key direction in its future industrial布局, responding to the long-term challenge of a highly concentrated industrial structure. While semiconductors remain a central pillar, their capital-intensive nature and limited spillover effects mean that the next phase of growth must come from a new industrial curve. The National Development Council has therefore been tasked with identifying scalable, repeatable, and extensible industry models—channeling Taiwan’s deep strengths in hardware, engineering, and systems integration into professional, service-oriented robotics, with priority deployment in healthcare, long-term care, logistics, and facility management where demand is clear. Along this trajectory, the government’s role is evolving into that of an industry accelerator. By integrating R&D outputs and supporting the formation of new robotics companies, it is laying the groundwork for private capital and startups to enter, scale, and participate sustainably. This episode approaches the topic through the lens of industrial structure and policy logic, explaining why Taiwan has positioned Robotics + AI at the core of its next industrial phase, and how this strategy may shape the country’s economic future. 機器人與 AI 正成為實體經濟運作的核心底層能力。隨著 AI 從雲端模型延伸至醫院、物流中心與各類服務場域，機器人逐步承載感知、判斷與決策功能，並直接轉化為可量化的生產力、系統穩定度與營運安全，成為支撐現代社會運作的重要基礎設施。 臺灣已將「機器人＋AI」確立為未來產業布局的關鍵方向，回應產業結構高度集中的長期挑戰。半導體仍是核心支柱，但其資本密集與產業外溢有限，使得下一階段成長動能必須來自新的產業曲線。國發會因此被賦予尋找可延展、可複製、可擴散產業模式的任務，將臺灣深厚的硬體、工程與系統整合能力，導入專業用、服務型機器人領域，並優先落地於醫療、長照、物流與場域管理等需求明確的應用場景。 在這個方向上，政府的角色將成為產業成形的推進器。透過整合研發成果整合、成立新的機器人企業，將可為民間資本與新創團隊鋪設可進場、可放大的基礎。本集從產業結構與政策邏輯切入，解析臺灣以機器人與 AI 作為下一階段產業核心的理由，以及這項布局對臺灣經濟可能帶來的深層影響。 Powered by Firstory Hosting

In this episode, Uly examines five defining technology signals emerging from Taiwan in 2025—and explains why they matter far beyond local headlines. Rather than viewing Taiwan solely as a semiconductor manufacturing center, this conversation reframes it as a critical capability hub shaping how artificial intelligence systems scale, deploy, and sustain over the next decade. The discussion covers TSMC’s USD 100 billion expansion in the United States, NVIDIA’s decision to establish its major R&D headquarters in Taipei, and AMD’s continued expansion of its R&D footprint in Taiwan. Uly also breaks down the strategic implications of Taiwan’s AI Basic Law, as well as the accelerating commercialization of silicon photonics and co-packaged optics (CPO) by leading Taiwanese technology companies. Together, these developments point to a deeper shift: AI’s future growth is increasingly constrained not by models alone, but by infrastructure, hardware integration, regulation, and long-term system design. This episode offers investors, founders, and technology leaders a clearer framework for understanding why Taiwan plays a central role in the global AI roadmap—and why the AI era cannot scale without it. 本集深入解析 2025 年來自臺灣的五項關鍵科技訊號，說明這些發展為何不只是區域新聞，而是正在影響全球 AI 擴展路徑的重要因素。本集重新定位臺灣的角色，從單一的半導體製造重鎮，轉向支撐 AI 長期發展的核心能力基地。 內容涵蓋台積電在美國規模達 1,000 億美元的投資布局、NVIDIA 將重要研發總部設於台北、AMD 持續擴大在臺灣的研發投入，同時也討論《AI 基本法》對產業與技術治理的影響，以及臺灣大型科技公司加速推動矽光子與 CPO 商業化的進展。 這些訊號共同指向一個更深層的轉變：AI 的成長瓶頸，已不再只是模型能力，而是來自硬體整合、基礎設施、制度設計與長期系統規劃。本集提供投資人、創辦人與產業決策者一個清楚視角，理解為何臺灣在全球 AI 發展中占據關鍵位置，以及 AI 時代為何無法在沒有臺灣的情況下持續擴展。 📍 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: https://sv.startupisland.tw/ Powered by Firstory Hosting

In 2026, generative AI is crossing a critical threshold—from reactive tools to action-oriented systems capable of setting goals and executing tasks. This shift is already reshaping how organizations make decisions, how teams operate, and how individual roles are valued. This episode explores the most defining generative AI trends of 2026, including the real-world deployment of AI agents, the growing tension between scale and authenticity in generated content, and the expansion of AI into research, simulation, and professional decision-making. Rather than a technical overview, this conversation focuses on what has already changed and which capabilities are being repriced. If you’re a founder, investor, business leader, or a professional assessing how AI will impact your role and industry, this episode provides a clear framework for understanding what truly matters in the year ahead. 2026 年，生成式 AI 正在跨過一條關鍵界線——從被動回應指令的工具，轉變為能設定目標、主動執行任務的行動型系統。這個轉變，正實際影響企業如何做決策、團隊如何協作，以及個人工作的價值定位。 本集將聚焦生成式 AI 在 2026 年最具代表性的趨勢，包括 AI Agent 的實際落地、生成內容與真實性的張力、以及 AI 如何進入研究、資料模擬與專業決策場景。這不只是對技術發展的整理，而是協助你理解哪些變化已經發生、哪些能力正在被重新定價。 如果你是創辦人、投資人、企業決策者，或正在評估 AI 對自身工作與產業影響的專業工作者，這一集將幫助你用更清楚的脈絡，看懂接下來一年值得關注的方向。 Powered by Firstory Hosting

In this episode of VC Talks, we sit down with Timothy Chen, Founder of Essence VC, to unpack his core perspectives on investing in AI startups—and why, despite rapid advances in models and tools, the founder matters more than ever at the earliest stage. Drawing from his frontline experience in early-stage venture capital, Timothy reflects on the structural shifts in the AI investment landscape before and after 2022. As foundation models and cloud infrastructure become increasingly commoditized, where does true differentiation come from? He also speaks candidly about which layers of today’s AI value chain are likely to capture lasting value, and the seemingly compelling narratives that may look impressive on the surface but, in reality, lack defensible technical moats—clear red flags he watches for when evaluating young teams. The conversation also looks ahead to a disruption the venture world is just beginning to confront: when AI agents can already run diligence, analyze markets, and even take part in negotiations, how does the role of a venture capitalist evolve? Timothy shares his rethinking of where enduring VC value will lie, offering a key insight—while AI can dramatically amplify efficiency, it cannot replace human judgment or the ability to build long-term trust. If you’re thinking about how to become a more effective early-stage investor in the AI era, or want to understand how top VCs quickly identify the people and teams truly worth backing for the long run, this episode offers a compelling, first-hand perspective. 在這一集 VC Talks 中，我們邀請到 Essence VC 創辦人 Timothy Chen，深入解析他在投資 AI 新創時的關鍵判斷視角，以及為什麼相較於AI模型與工具，「創辦人」的因素，卻反而比以往任何時候都更為關鍵。 Timothy 從早期創投的第一線觀察出發，回顧 2022 年前後 AI 投資生態的結構性轉變：當基礎模型與雲端資源逐漸商品化，真正的差異化該如何被定義？節目中，他也坦率談到，在今日的 AI 產業鏈中，價值究竟會沉澱在哪一層，以及哪些看似華麗、實際上可能缺乏技術護城河的行銷語言，是他在評估早期團隊時最重視的警訊。 另外，我們也試著思考未來創投圈即將面對的衝擊：當 AI agents 已能執行盡職調查、分析市場，甚至參與談判後，創投的角色究竟又會如何演變？ Timothy 分享他對未來創投專業價值所在的重新想像，也拋出一個關鍵觀點——雖然AI技術可以放大效率，但無法取代人類的判斷與建立長期信任的能力。 如果你正在思考如何在 AI 世代成為極具影響力的早期投資者，或想理解早期創投如何快速辨識，甚麼是「值得長期下注的人與團隊」，這一集將提供極具啟發性的第一手視角。  📍 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: https://sv.startupisland.tw/ Powered by Firstory Hosting

In late November 2025, Taiwan marked a significant milestone with the successful launch of the first satellite in the Formosat-8 constellation. Carried into a 561-km sun-synchronous orbit aboard a SpaceX Falcon 9, the “Chi Po-lin” satellite symbolizes both technical progress and cultural meaning, extending the late filmmaker’s aerial perspective of Taiwan into space. This mission inaugurates Taiwan’s first domestically built high-resolution Earth-observation constellation. FORMOSAT-8 will eventually consist of eight satellites deployed between 2025 and 2031. With native 1-meter resolution—improving to roughly 70 centimeters for two advanced units—the constellation will provide multiple daily revisits over Taiwan. Importantly, about 84% of each satellite’s core components are manufactured in Taiwan, covering optics, structures, propulsion, and electronics. This demonstrates the country’s ambition to develop a self-reliant industrial base for space technologies. The episode also explores the broader global landscape. The value of the global space economy reached USD 570 billion in 2023 and is projected to exceed USD 1 trillion within the decade. Reusable rockets from SpaceX and Blue Origin, mega-constellations such as Starlink and OneWeb, and commercial imaging companies like Planet Labs and ICEYE are reshaping how nations communicate, observe Earth, and respond to climate and security challenges. In this episode, we examine what Formosat-8 means for Taiwan’s space capabilities, how global players are redefining the space economy, and why satellite technology is becoming essential infrastructure for connectivity, environmental monitoring, disaster response, and national security. Taiwan’s emerging participation in this ecosystem reflects both technological ambition and a strategic need for resilience in an increasingly complex world. 2025 年 11 月底，臺灣太空發展迎來重要進展。福衛八號首顆衛星搭載 SpaceX Falcon 9 成功進入 561 公里太陽同步軌道，正式啟動臺灣第一組自製高解析度遙測衛星星座。以導演齊柏林命名的首枚衛星象徵「從空中看臺灣」的精神延伸至太空，也展現臺灣提升自主太空能力的決心。 福衛八號採「6＋2」配置，從 2025 至 2031 年將部署八顆衛星，其原生解析度達 1 公尺，部分可提升至約 70 公分，並具備每日多次回訪臺灣的能力。約 84% 的技術與零組件由臺灣研發製造，涵蓋光學、結構、推進與電子系統，意味著本土太空產業正逐步形成完整供應鏈。 本集節目也將延伸至全球脈動。2023 年全球太空經濟規模已達 5,700 億美元，預估本世代內有望突破 1 兆美元。從 SpaceX、Blue Origin 的可重複使用火箭，到 Starlink、OneWeb 的全球通訊網，再到 Planet Labs 與 ICEYE 的商業遙測服務，太空已成為通訊、氣候、國安與產業韌性的核心基礎設施。 在這集節目中，我們帶你理解福衛八號的技術進展、全球太空產業的競逐，以及臺灣如何藉由自主研發與國際合作，在新興太空經濟中建立關鍵角色。 Powered by Firstory Hosting