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旧世代

旧世代读书 | AI泡沫现在到哪一步了？以史为鉴的《泡沫逃生》读书与感想

AI 摘要 当前 AI 资产波动引发了关于泡沫破裂的广泛讨论，通过回顾《泡沫逃生》中铁路、电力、石油及互联网等两百年的科技投资史，可以发现技术革命往往伴随着过度投资与金融杠杆风险。虽然 AI 在算力需求与商业模式上与历史周期存在差异，但早期基建的资本开支黑洞、技术路线之争以及流动性紧缩对估值的冲击依然具有参考价值。历史经验表明，真正的赢家往往是避开早期混战、在行业经历残酷整合后入场的投资者。AI 革命作为一场 “节点革命”，其算力供需不平衡与自我迭代速度可能带来不同于以往的软着陆路径，但投资者仍需警惕重资产基建在经济紧缩周期下的财务反噬风险。

  • 《泡沫逃生，技术进步与科技投资简史》
  • AI
  • 分时计算

2:08:49Chinese摘要 · 转录

后互联网时代的乱弹

第239期 帝国的绞杀

AI 摘要 AI 行业近期争议不断，Nous Research 因发布带有特定政治偏见的模型遭到社区抵制，引发关于开源模型价值观对齐的讨论。运营商推出的 700 号段旨在通过动态分配号码保护用户隐私，但其实际落地效果仍受限于平台合作意愿。黄仁勋辞任 NVIDIA 职务不仅是个人丑闻的后果，更是美国地缘政治博弈与 AI 霸权竞争的缩影，反映了美国对华裔企业家及开源 AI 发展的深层焦虑。此外，C++26 标准化进程中因契约编程特性的争议导致草案被否，揭示了成熟编程语言在治理架构与技术演进上的困境。AI…

  • 黄仁勋
  • Nous Research
  • Hermes

1 h 33 minChinese摘要 · 转录

"The Cognitive Revolution"

Agents That Think Together: Cisco's Vijoy Pandey on Semantic Alignment, Scope, Accord & Concord

AI 摘要 Multi-agent systems have evolved rapidly from isolated, singular agents to connected, heterogeneous networks capable of solving complex enterprise challenges. Achieving reliable outcomes requires moving beyond mere connectivity toward shared cognition, where agents align on…

  • Arnold Lane
  • Internet of Cognition
  • Scope

1 h 32 minEnglish摘要 · 转录

TBPN

Jensen Huang Resigns as NVIDIA CEO | Diet TBPN

AI 摘要 Jensen Huang has resigned as CEO of NVIDIA following revelations of multiple extramarital affairs, including a relationship with a subordinate and another with a suspected Chinese intelligence asset. This leadership vacuum has triggered a significant market correction, with…

  • Jensen Huang
  • NVIDIA
  • Colette Kress

33 minEnglish摘要 · 转录

Radiolab

There and Back Again

AI 摘要 Animal migration remains one of nature's most profound mysteries, evolving from ancient theories of hibernation and lunar travel to a sophisticated understanding of global biological networks. The discovery of "spear storks"—birds returning to Europe with African-made spears…

  • Martin Wikelski
  • Max Planck Institute for Ornithology
  • MoveBank

00:45:29English摘要 · 转录

Bloomberg Businessweek

Special Episode: Bobby Jain on Why He Chose Millennium Again

AI 摘要 The hedge fund industry is undergoing a structural shift toward consolidation, where institutional scale and diversified multi-strategy models are becoming essential for long-term survival. Bobby Jain, founder of Jain Global, argues that building an enduring firm requires…

  • Hedge Fund
  • Multistrategy Hedge Fund
  • Volcker Rule

1 h 23 minEnglish摘要 · 转录

更多新节目

全部 英文 中文
  1. Why Are Equities Not Hating the Current Setup? | Macro Mondays w/ Andreas Steno & Mikkel Rosenvold

    Real Vision

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  2. PCE, Yields, and the Tech Trade | Bloomberg Surveillance

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  3. Will Higher Rates Kill the Stock Market? | Animal Spirits 484

    The Compound

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  4. Lead Analyst at Sankey Research Paul Sankey Talks Commodities | Bloomberg Talks

    Bloomberg Podcasts

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  5. The US-China Summit wasn’t what you’ve been told - Varoufakis & Munchau | The Econoclasts

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  6. Nancy Zimmerman: People, Process, and Fixed Income Arbitrage at Bracebridge Capital

    Capital Allocators with Ted Seides

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  7. Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

    All-In with Chamath, Jason, Sacks & Friedberg

    摘要52:49
  8. Is Vladimir Putin’s regime cracking?

    AtlanticCouncil

    摘要
  9. U.S. Sanctions on Iran Take a New Approach || Peter Zeihan

    Zeihan on Geopolitics

    摘要
  10. The Macro Minute: Are we at peak good news regarding inflation?

    42 Macro

    摘要
  11. AI, Infrastructure, and the Next Investment Cycle

    a16z

    摘要
  12. Diton: Fed's New Rate Hiking Cycle "Not 2022," Beware Waning Market Breadth

    Schwab Network

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  13. Anthropic’s Financials Revealed — The Losses Are Stunning

    Prof G Markets

    摘要
  14. Global bond rout raises doubts over the rate outlook | Morning Bid

    Reuters

    摘要
  15. Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit

    Wealthion

    摘要
  16. The Economy Ahead: A Luncheon with the Chicago Fed

    Federal Reserve Bank of Chicago

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  17. 90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter Sellis

    Lenny's Podcast: Product | Career | Growth (private feed for qianyangcanlan@gmail.com)

    摘要1 h 37 min
  18. BofA’s Blanch on Global Impact of a US Diesel Export Ban

    Bloomberg Television

    摘要
  19. #235: OpenAI-Hugging Face Hack Involved 100s of Agents, Bill Gates Now Pessimistic on Jobs, Nvidia Doubles Revenue & Anthropic Targets “$30 Trillion” TAM

    The Artificial Intelligence Show

    摘要1 h 35 min
  20. Anthropic Warnings on AI Threats and OpenAI's Model

    Practical News: AI & Business News

    摘要23 min
  21. #622 Neil: AI Marketing Automation Is Becoming a Real Career Skill

    AI Fire Daily

    摘要16 min
  22. #606 Neil: Claude Memory Connects Chat And Cowork With One Key Limit

    AI Fire Daily

    摘要17 min
  23. Why 5.25% is the Bond Market’s Tipping Point

    TLDR News Global

    摘要
  24. Cem Karsan Says the Market Is Splitting Into Two Economies

    tastylive

    摘要
  25. Amy Gower Says Gold Faces Rate and Dollar Headwinds

    Bloomberg Television

    摘要
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