Unprecedented Change Across Tech, Geopolitics, and Work - 都是AI做的

Join us for a deep dive into Artificial Intelligence, an "unprecedented" force accelerating faster than the internet, marked by surging user adoption and capital expenditures.In this episode, we explore:• Rapid Adoption & Investment: ChatGPT reached 800 million users in 17 months, dramatically outpacing internet adoption. Big Six US tech companies boosted CapEx by 63% to $212 billion for AI infrastructure. AI model training data and compute see explosive annual growth.• Shifting AI Economics: Frontier AI model training remains costly (projected billions by 2025), but inference costs are plummeting 99.7%, driven by hardware efficiency (NVIDIA 105,000x more efficient). Despite robust AI revenue, general-purpose large language models (LLMs) face "commodity business" economics and high cash burn.• Intense Competition & Geopolitics: AI model proliferation is surging (multimodal +1,150%). Open-source models are rapidly closing performance gaps at lower ...