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欢迎大家免费报名诺奖大咖云集的AIAS研讨会：https://aias2025.org/registration/ 2025年10月27-28日，陈天桥雒芊芊研究院和加州大学伯克利分校联合举办的AIAS 2025研讨会将于旧金山One Sansome举行，聚焦AI如何加速科学发展。本次活动大咖云集，光诺贝尔奖得主就有三位——Omar Yaghi、David Baker 和 Jennifer Doudna。活动可以免费参加，但席位有限，感兴趣的听众欢迎通过aias2025.org来报名。 *********** 在硅谷，一场规模空前的资本循环正在悄然成形，先是英伟达投资OpenAI，OpenAI购买甲骨文的算力，而后甲骨文又向英伟达购买芯片。紧接着，OpenAI还与英伟达的竞争对手AMD签署协议，通过购买AMD芯片获得了其10%的股份，除此之外，这场循环交易还涉及了众多其他科技公司，就在我们视频发布前一天，OpenAI又宣布和博通签订类似协议。有批评者指出，这一切更像是建立在未来收入幻想之上的资本表演，而非真实需求。这期视频我们将梳理硅谷AI资本之间错综复杂的关系，并视图解析，这场环环相扣的资本游戏，会是泡沫吗 ...

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让机器人学会拧开可乐瓶，竟然比让它学会后空翻还要难上十倍？ 硅谷101开启机器人系列特辑，第一期我们就来深度解析机器人灵巧手的技术密码。灵巧手成为机器人“最后一公里”的背后，是困扰行业数十年的性能、成本与可靠性的“不可能三角” 。回望四十年技术演进，灵巧手的六大技术门派都分别是什么？而它们之间又有哪些恩怨故事？在AI时代，大模型又将如何赋能VLA控制和Sim2Real仿真，加速从实验室到现实应用的跃进。本期视频我们也将走访硅谷团队现场演示抓螺丝、开可乐、拿iPhone等高难度操作。AI大模型正为灵巧手注入“智能小脑”，而开源生态可能彻底颠覆传统硬件垄断。未来，机器人能否真正走进家庭？灵巧手会先在哪一场景普及？这场技术革命，是否将改写人机协作的规则？ 时间轴： 00:00 - 01:50 机器人灵巧手：全世界顶级机器人工程师都头疼的终极难题 01:50 - 06:49 灵巧手四十年进化史：机器人的"最后一公里" 06:49 - 13:20 不可能三角的平衡：性能、成本与可靠性的博弈 13:20 - 19:32 开源才是终极答案？6大门派的技术路径 19:32 - 24:54 四个Demo背后的技术密码：从开可乐 ...

AI赋能与贸易转型 - AI正在改变普通创业者的商业日常，跳出硅谷泡沫，解决实际问题[1] - CoCreate大赛展示了“接地气”的创新，激发了中小企业的激情[1] - B2B Agent正在重塑贸易流程，从搜索进化为贸易全链条大脑[1] - AI大幅提高效率，使“一人公司”成为现实[1] - AI正在科技金融领域实现融资与支付的革命[1] - 国际贸易正迎来AI赋能中小企业主的“ChatGPT”时刻[1] 行业应用与案例 - 创业者借助AI工具，实现了“一人公司”，AI全包产品设计、寻找供应商甚至搞定贷款等环节[1] - 智能测量工具、女性高尔夫球杆、易穿服装、自消毒尿布台等创新产品涌现[1] 嘉宾观点 - 阿里国际站总裁张阔分享了AI在国际贸易中的应用[1] - 美国小企业主Andrew Laplante和Mike CcClary分享了AI如何改变他们的创业方式[1] - Slope联合创始人Lawrence Lin Murata，AI-Mich集团CEO Alisa Xia，COMAU销售人员Alejandro Alvarez分享了他们对AI的看法[1]

Market Trends & Innovation - Polymarket, a prediction platform, is rapidly gaining traction by transforming various real-world events into tradable "probability contracts," attracting billions of dollars in investment [1] - Polymarket is considered an experiment in information finance and a potential "fifth power," challenging traditional betting and polling mechanisms through blockchain technology [1] - The platform operates with a "no bookmaker, dynamic trading, liquidity rewards" model, representing a decentralized combination of betting and stock market principles [1] Risks & Challenges - Polymarket faces controversies related to its UMA adjudication mechanism and the blurring of ethical boundaries [1] - Concerns exist regarding potential market manipulation and the "reflexivity" effect, questioning whether the platform predicts or manipulates future events [1] - The financialization of events like wars, disasters, and elections raises ethical dilemmas and highlights potential systemic flaws [1] Key Figures & Events - A "Trump whale" reportedly earned $85 million through Polymarket, raising questions about the accuracy of predictions versus potential election manipulation [1] - Polymarket has transitioned from being excluded from the US market to becoming a significant information source for mainstream finance and media [1]

AI Video Technology Evolution - AI video technology has undergone three major evolutions: understanding physical laws, achieving continuous narrative, and significantly reducing costs [1] - AI video applications are experiencing unprecedented growth in 2025 due to the rapid development of multimodal technology [1] - The industry is exploring how to make AI-generated content emotionally resonant and whether data and algorithm iterations can truly stimulate human imagination [1] Industry Applications and Impact - AI video is being implemented in industries such as advertising, film and television, and e-commerce, potentially restructuring the global supply chain ecosystem [1] - The commercialization of AI video is accelerating, with technology and imagination colliding to ignite a new era [1] - The industry is focusing on the potential of AI to empower creators and shape the next story revolution in the age of human-machine co-creation [1] Key Technological Advancements - AI video models have evolved from "digital puppets" to possessing "director consciousness" [1] - The first evolution involves moving from "recognizing objects" to "understanding physical laws" [1] - The second evolution involves moving from "single-frame illustrations" to "series-level storytelling" [1] - The third evolution involves moving from "high cost" to "controllable cost" [1] Global Competition and Future Outlook - A global competition is emerging in the AI video supply chain ecosystem [1] - The industry is considering future scenarios of human-machine co-creation and how AI can empower creators [1]

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]