Silicon Valley Executive: The AI ​​Bubble Will Inevitably Burst, But Is That a Good Thing? | Sili...

课代表立正 December 4, 2025
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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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