被英伟达200亿美元“收编”！Groq创始人乔纳森：与其问“AI是不是泡沫”，不如问“聪明的钱在做什么”

肖冰投资圈01-09

1、与其问“AI是不是泡沫”，不如问“聪明的钱在做什么”。谷歌在做什么？微软在做什么？亚马逊呢？还有一些国家在做什么？答案是：他们都在大举押注AI。2、我敢说，如果今天给OpenAI和Anthropic的推理算力都翻一倍，那么从现在起一个月内，他们的收入几乎就能翻倍。3、很多人无法真正理解“速度”在人类体验中的本能重要性。4、我觉得做芯片有个误区：很多人以为最难的是把芯片造出来。但真正做下去之后，...

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Groq founder Jonathan: Instead of asking \"Is AI a bubble\", ask \"What is smart money doing\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVDA":1.94,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6},"content_text":"1、与其问“AI是不是泡沫”，不如问“聪明的钱在做什么”。谷歌在做什么？微软在做什么？亚马逊呢？还有一些国家在做什么？答案是：他们都在大举押注AI。2、我敢说，如果今天给OpenAI和Anthropic的推理算力都翻一倍，那么从现在起一个月内，他们的收入几乎就能翻倍。3、很多人无法真正理解“速度”在人类体验中的本能重要性。4、我觉得做芯片有个误区：很多人以为最难的是把芯片造出来。但真正做下去之后，你会发现：最难的是软件。然后你继续做，就会意识到：真正最难的是跟得上行业的演进。5、如果从价值的角度来看，或者说从“长期称重机”的角度来看，经济中最有价值的，其实是劳动力。而现在，通过提供更强的算力和更好的AI，我们实际上能够向整个经济体系里注入更多“额外劳动力”。这种事情，在人类经济史上从未发生过。6、你应该让品牌信任度维持在尽可能高的水平，因为信任是有复利效应的。同样的道理，我认为利润率也应该低到一个水平，让客户觉得你始终在给他们一个好价格。7、如果五年后它（英伟达）还没到（10万亿美元市值），我会很惊讶。这是2025年9月28日发布的播客中，Groq创始人乔纳森·罗斯（Jonathan Ross）的深度对话中的金句。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602032724","isCrawlerRequest":true}