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常劲
常劲 appears in 1 indexed conversation across 硅谷坐标 Silicon Valley Vector. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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硅谷坐标 x 喜马拉雅资本常劲：AI时代的价值投资
常劲认为，Transformer统计生成尚未显示持久模型壁垒，长期投资判断仍难被替代。模型竞争取决于能力与成本匹配及落地；硬件产能建设慢于软件需求扩散，泡沫肯定存在，喜马拉雅买谷歌与英伟达下行风险仍待跟踪。