Silicon Valley Executive: The AI Bubble Will Inevitably Burst, But Is That a Good Thing? | Sili...
课代表立正
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December 4, 2025
课代表立正
@kedaibiaoAbout
深度访谈，有用干货，亲身验证的「真本事」 Superlinear Academy创始人，Maven Top AI Instructor 前Statsig布道师（OpenAI收购），腾讯副总监，Meta，Amazon；康奈尔经济学博士 社区：Superlinear.Academy 课程：ai-builders.com 个人：lizheng.ai 会员视频周更，保证超值
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63分钟完整版：https://youtu.be/c93Z3WrmQf0 AI课程/风水宝地： https://www.superlinear.academy/ai-builders Neo: https://go.ai-builders.com/neo AI 到底是不是一个巨大的泡沫？如果是，我们要现在撤退，还是继续下注？ 本期视频，我们邀请到在硅谷深耕20多年的徐老师，用他亲历2000年互联网泡沫（Dot-com Bubble）的经验，为当下的AI热潮提供了一个冷静且独特的视角。徐老师认为，AI 绝对是一个泡沫，但这可能是一个“良性泡沫”——它正在以惊人的速度压缩技术迭代的周期。 如果你对现在的市场感到困惑，或者想知道在泡沫破裂后，什么样的公司（如当年的亚马逊）能活下来并翻百倍，这期视频将为你提供非常有价值的参考。 本期核心看点： 泡沫的本质： 为什么说OpenAI和基础设施建设（CapEx）已经严重过剩？ 历史的镜像： 对比2000年的思科（Cisco）与互联网基建，我们现在处于什么阶段？ 投资的逻辑： 泡沫破裂不可怕，可怕的是投错人。为什么在徐老师的框架里，CEO的领导力（Leadership）是判断“下一个亚马逊”的唯一核心指标？ 大佬点评： 深度对比埃隆·马斯克（Elon Musk）与萨姆·奥特曼（Sam Altman），以及如何通过“校准”来识别人才。 00:00 开场 & 为什么要聊“AI 泡沫” 07:55 这是泡沫，也是“健康的泡沫”？ 13:15 泡沫破了，好公司怎么活下来：Amazon / AWS 的启示 17:17 在泡沫里挑出下一代 Amazon：先看 CEO 23:09 普通人如何判断一个 CEO：calibration 框架 28:00 英雄史观 vs 历史车轮：CEO 到底有多关键？ 31:00 AI 泡沫会怎么破？更像 2000 还是 2008 & 我们该怎么站位 AI课程/风水宝地： https://www.superlinear.academy/ai-builders Neo: https://go.ai-builders.com/neo
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