总觉得AI只是硅谷精英的“自嗨”？这次我们走出硅谷，亲自到拉斯维加斯超热闹的创业大赛CoCreate看看！这里没有万亿算力支出的宏大叙事，全是能解决实际问题的小创造：从智能测量工具到女性高尔夫球杆，从易穿服装到自消毒尿布台等等。而让我们惊讶的是，很多创业者借助AI工具，已经实现了“一人公司”！ 从产品设计、找供应商甚至搞定贷款，AI全包了。难道一个人就能做的全球贸易时代真的来了？这期视频我们就来聊聊，在多元化的全球贸易新时代下，AI将如何真实地改变普通人的创业方式。 你会看到： 00:00 - 01:23 跳出硅谷泡沫，AI如何真正改变普通创业者的商业日常 01:24 - 04:59 CoCreate大赛，“接地气”创新如何点燃中小企业激情 05:00 - 09:27 重塑贸易流程，B2B Agent如何从搜索进化成贸易全链条大脑 09:28 - 13:16 效率革命进行时：AI大幅提效，让“一人公司”成为现实 13:17 - 16:24 科技改变金融：实现融资与支付的AI革命 16:25 - 17:24 AI赋能中小企业主：国际贸易的“ChatGPT”时刻已经到来 采访嘉宾： 张阔，阿里国际站总裁 Andr ...

硅谷101的年度线下科技大会又回来啦！早鸟票倒计时！https://luma.com/mtqq79ii 【硅谷101粉丝特享折扣码：VALLEY101FANS】 ******* 在充满不确定性的2025年，预测平台Polymarket正以惊人速度崛起：从美联储降息到俄乌停火、Taylor Swift是否怀孕，再到AI模型排行，Polymarket将世间万物转化为可交易的“概率合约”，吸引数十亿美元资金参与。它被誉为“群众智慧的金融化”，也是信息金融的实验场，甚至被视为正在崛起的“第五权力”。不同于传统赌场，Polymarket由加密技术驱动，以“无庄家、动态交易、流动性奖励”三大革新，挑战传统博彩与民调机制。但光鲜背后，是UMA裁决机制的多次争议、伦理边界的模糊，以及“反身性”对现实的影响：它到底是在预测未来，还是在“操纵”未来？当战争、灾难、选举皆可金融化，我们是在接近真相，还是打开了资本定义一切的潘多拉魔盒？ 时间轴： 00:00 - 02:31 万物皆可下注，预测市场掀起的投资热潮 02:31 - 08:15 Polymarket运作逻辑：博彩与股票的去中心化结合 08:15 - 12:58 市场操纵嫌 ...

在多模态技术迅猛发展的2025年，AI视频应用正在迎来前所未有的爆发。过去两年，从Sora到可灵AI，AI视频技术已完成三大进化：理解物理规律、实现连续叙事、成本大幅降低。本期视频我们通过与Freepik CEO及Fal.ai CTO的对谈，深度剖析了AI视频如何在广告、影视、电商等行业中落地生根，甚至重构全球供应链生态。但这并非终点，AI创作“缺乏灵魂”的质疑仍然存在，如何才能让AI生成的内容打动人心？数据与算法的迭代能否真正激发人类想象？在人机共创时代，谁将主导下一个故事革命？#101weekly 时间轴： 00:00 - 00:43 AI视频商业化进一步加速：技术与想象力的碰撞点燃新纪元 00:43 - 01:20 视频模型的三大进化：“数字木偶”到“导演意识” 01:20 - 03:20 第一重进化：从“识别物体”到“读懂物理规律” 03:20 - 06:12 第二重进化：从“单帧插画”到“连续剧级叙事” 06:12 - 08:10 第三重进化：从“成本高昂”到“成本可控” 08:10 - 12:02 B端爆发：藏在产业深处的金矿 12:02 - 17:20 全球争霸：AI视频的供应链生态 17:20 ...

Event Announcement - Valley Alignment 2025 summit will be held on October 5th in Silicon Valley [1] - The summit will feature the inaugural Startup Challenge, offering a global stage for startups to pitch to top investors [1] - Key areas of focus for the Startup Challenge include LLM and multimodal AI, AI agents, robotics, blockchain, and other cutting-edge technologies [1] GitHub & Open Source - GitHub's CEO Thomas stepped down, and the platform will be integrated into Microsoft's CoreAI department, raising concerns about its independence [1] - The industry is debating whether GitHub can maintain its open-source culture and continue to serve as a collaborative platform for global developers under Microsoft's umbrella [1] - GitHub's integration with Microsoft is driven by the rise of AI programming tools like Copilot, which Microsoft sees as a strategic bet [1]

What do American parents fear most. The answer is: Roblox "My child is obsessed with Roblox" Roblox, the first stock in the Metaverse, has been listed on the New York Stock Exchange in 2021 as the "first stock in the Metaverse." Its stock price has since soared, and its market value has surpassed major game companies such as EA and Activision Blizzard , making it one of the most valuable game companies in the United States. Although Roblox's market value once evaporated by 80% with the bursting of the Metav ...

Market Trends & Industry Dynamics - The AI era is driving a new electricity super cycle, shifting Wall Street's focus to electric power stocks [1] - Data centers' electricity demand is surging, with the International Energy Agency projecting a doubling by 2030 to 945 terawatt hours (TWh), equivalent to the annual consumption of 32 TSMC factories [9] - Reshoring of American manufacturing, driven by acts like the "CHIP Act," is increasing electricity demand [10][11] - A global energy transition from fossil fuels to electricity is further boosting demand [11][12] - The annual growth rate of capital expenditures of North American utilities has doubled from 6% before 2021 to 12%, and the total amount is expected to exceed US$200 billion in 2025 [12] GE Vernova's Position & Strategy - GE Vernova's stock price has risen more than 5 times since its independent listing in April 2024 [1] - GE Vernova's backlog of orders has exceeded US$120 billion, more than three times its annual sales [2] - GE Vernova holds approximately one-third share of the global gas turbine market, with over 7,000 installed gas turbines contributing approximately 30% of global electricity [4] - GE Vernova is developing small modular reactors (SMRs) in collaboration with Hitachi, positioning itself for future nuclear energy demand from AI data centers [4] - GE Vernova is providing customized fast power generation solutions for data centers, embedding itself in the AI infrastructure supply chain [4] Risks & Considerations - GE Vernova's high valuation has largely priced in growth expectations driven by AI, posing a potential risk of correction if performance falters [19][20] - The company's close link to the AI sector makes it vulnerable to market concerns about a computing power bubble [20]

GPT-5 Release & Technical Analysis - GPT-5's release is considered a refinement rather than a revolutionary step compared to GPT-4, failing to deliver the expected "ChatGPT moment" [1] - OpenAI's GPT-5 uses a "Real-time Model Router" to integrate different sub-models, which is not a novel technological breakthrough [1] - The industry speculates that the end-to-end training super-large model route has reached its peak, leading OpenAI to use "tricky" technologies to solve product-level problems [1] - OpenAI faces challenges in balancing system cost, development, and application, especially in handling high-frequency, simple user queries [1] - Model training for GPT-5 began early in 2024, but the model was only officially named GPT-5 after reaching a major milestone [4] - Scaling Law has hit a wall due to a lack of high-quality and diverse human-generated data, delaying OpenAI's Orion project [12] - Model training often leads to model crashes, including "catastrophic forgetting" during reinforcement learning [15] Market & Application - OpenAI is targeting education, programming, and healthcare as the three main battlefields for commercialization [2] - The market is questioning how much share of the education market ChatGPT will grab, impacting companies like Duolingo [2] - The global AI medical market is predicted to soar from US$2669 million in 2024 to US$18838 million in 2030, with a compound annual growth rate of 3862% [3] - OpenAI's GPT-5 demonstrates a significant upgrade in coding capabilities, leading to a new round of competition in the coding market [3] Future Development & Alternatives - Reinforcement learning, multimodal capabilities, and exploring alternative framework paradigms are key to optimizing cutting-edge large models [20] - Multimodality and world models will be crucial to the future development of AI, with a focus on video and world models [27][31] - Joint Embedding Predictive Architecture (JEPA) aims to overcome the limitations of large language models and advance AI towards understanding the physical world [38][39]

Market Overview & Economic Indicators - US stock market experienced a sell-off on August 1st, with the total market value decreasing by over $1 trillion [1] - The collapse of US employment data, specifically non-farm payroll data, triggered the sell-off [2][3] - July's non-farm payrolls increased by 73,000, significantly lower than the expected 104,000, and previous months' data were revised downwards substantially [4][5] - Market worried about the reliability of official US statistics after potential director firing [7] AI Investment & Impact - AI capital expenditure (Capex) continues to reach new highs, with Microsoft, Meta, Google, and Amazon predicting nearly $400 billion in total investment this year, mainly for AI infrastructure [14] - Meta and Microsoft's annual capital expenditure to sales ratio has reached 35%, with most of it invested in AI [15] - AI is driving growth for companies like Meta, with a 20% year-on-year increase in user video viewing time on Instagram due to AI-optimized recommendation algorithms [16] - Microsoft's cloud business Azure's annual revenue exceeded $75 billion, a 34% increase over the previous fiscal year, driven by huge demand for AI services [18][19] Cloud Computing & Competition - Amazon's AWS financial report was disappointing, with 17.5% year-on-year growth falling short of the expected 18% [21][22] - Amazon CEO admitted to a supply bottleneck in AI computing power, with electricity being the biggest constraint [25] - Coatue's report indicates Amazon's share of Nvidia chips in 2025 will be 20%, lower than its 44% market share in cloud computing [28] Market Valuation & Risks - QQQ's valuation is at 27x, which is considered high compared to the peak in 2020 and the first half of 2021 [34] - Retail investor sentiment has exceeded historical levels, approaching the levels of 2021 [35] - Tariffs are a risk, potentially causing price increases and affecting American consumption [38] Future Outlook & Differentiation - The profitability of AI may not arrive until 2028, indicating a "bitter first, sweet later" profit curve [42] - Market dominance is diverging among M7 companies, with Meta, Microsoft, and Nvidia in the positive return group, while Amazon, Google, Tesla, and Apple are in the negative return group [43] - The market is shifting from "M7 as a whole rises" to "the real beneficiaries of AI lead the rise", with intensifying market differentiation [44]

Market Overview - Novo Nordisk, formerly a leader in the weight loss drug market, experienced a significant single-day stock price drop of 30% [1] - The weight loss drug market is becoming increasingly competitive, with Eli Lilly emerging as a strong competitor and compounded pharmacies initiating price wars [1] - The core technology behind weight loss drugs involves GLP-1, a gut hormone initially used for diabetes treatment [1] Competitive Landscape - Novo Nordisk and Eli Lilly have a century-long rivalry, competing on product effectiveness and commercialization strategies [1] - The era of a duopoly in the weight loss drug market is over, with increasing competition from other players [1] Novo Nordisk's Challenges - Novo Nordisk lowered its full-year guidance, leading to a market capitalization decline [1] - Product development fell short of expectations, and the company faced increasing market competition [1] - Novo Nordisk misjudged demand and misallocated production capacity, creating opportunities for competitors [1] Leadership & Strategy - Novo Nordisk changed its CEO, but the new CEO lacks experience in the highly competitive US market [1]

Before releasing its blockbuster GPT-5, OpenAI disrupted the market with another track : the general AI agent. People want a general agent that can use computers on its own and help them complete complex tasks, but the results are said to be a bit disappointing. It seems that they are making a move to dominate the market in order to see the emergence of many general agents on the market , rather than that they are really ready. The outside world speculates that GPT-5 will be released soon. OpenAI's release ...