Dou Dad Talks About Money (Issue 31): Artificial Intelligence "Bear the Bubble".
Wild Economist, former technical manager of Ali Meituan, senior expert in cloud computing.
Some fans asked me whether artificial intelligence can still be invested, this problem is relatively large, because you invest in something you must first understand it, then I want to ask you rhetorical questions Do you understand artificial intelligence? Artificial intelligence is a big thread this year, but it is a big speculative thread. Follow me in the Favorites comment section to have a chat.
First, we need to know why the U.S. has more innovations. Advanced technology companies come out, we want to understand what it is in the United States? It has the hegemony of the dollar, and it has the function of this printing press around the world. Its innovation is that the overall water flow has been injected into the present, and talents have been attracted to continue to generate innovation.
But let's be clear, we only see those few tech giants, but you don't see those holes that fall on the road, what will happen in the process? It will keep the amount of money flowing in, and the continuous flow will give rise to bubbles. What kind of business will have a bubble? You don't have management, you don't have business operations, you don't have demand, how can you not be eliminated by the market? The one who froze until the end is the last competitor. Are we in a hurry? Just wait and see.
Second, let's talk about artificial intelligence, what is its upstream? For example, we have some computing power, what is the computing power? We have semiconductor chips, but their carrier is the server, and at the bottom is the cloud computing data center. But we have to consider a little, who is downstream of artificial intelligence, who is its demand side, and who pays for it?
This is to combine our national conditions, we are now in a decade of industrial upgrading, the Jugra cycle. We only have the manufacturing industry upgraded, using artificial intelligence superimposed on these data, intelligent algorithms, for manufacturing, state-owned enterprises, central enterprises and private enterprises to provide some good decisions, some decisions to improve the correct rate, so that their profits are more, the cost is lower, so that it can be conducive to the sustainable development of artificial intelligence.
So what is our focus? We must first complete the digital transformation of industrial upgrading and transformation, and then the next is the time for artificial intelligence to develop the following computing power and data center.
So how do you want to invest, is you have to see clearly where the demand side is, the last point, is that if you invest, not only how much money can you make, but also you have to be able to come out in the process of making money, if you can't come out, isn't it a bubble? Do you think you can withstand the AI bubble? If you can afford to stay, then you can continue.
Follow me to invest and not get lost.