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Qu Kai speaks with founders, investors, and industry practitioners about Chinese entrepreneurship, venture capital, company operations, and technology cycles.
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「你觉得 AI 有泡沫吗？」——有！｜对谈莫傑麟
AI泡沫主要体现在价格和预期，而非技术本质，市场正从等待AGI突破转向要求模型产业化、降本增效和应用交付。投入扩张与ROI收平令美国一级市场更显泡沫，英伟达、AMD与Broadcom的合作又在重排算力上游；周期切换的关键不是喊顶部，而是识别新的winner与loser并守住现金流。