“科技投资大师”警告：AI估值飙升“令人不安”，英伟达千亿押注OpenAI让人想起互联网泡沫

Group 1 - James Anderson warns about the rapid valuation increases in the AI sector, citing OpenAI's valuation rising from $157 billion to $500 billion in under a year and Anthropic's valuation nearly doubling to $170 billion in six months, which he finds "disturbing" [1][2] - Anderson draws parallels between the current situation and the unsustainable "vendor financing" model seen during the internet bubble, particularly concerning Nvidia's potential $100 billion investment in OpenAI [2] - Despite his concerns, Anderson remains a "huge admirer" of Nvidia, but the structure and uncertainty of the investment deal have made him more apprehensive [2] Group 2 - The Lingotto Innovation Strategy fund, managed by Anderson and Morgan Samet, has reduced its position in Nvidia, which was previously its largest holding, now shifting to Chinese battery manufacturer CATL as the top holding [3] - This shift in investment strategy contrasts sharply with Anderson's previous optimistic predictions about Nvidia's market value potentially reaching trillions, as the company's current market cap is approximately $4.4 trillion [3] Group 3 - Despite concerns over AI valuations, Anderson and his team are actively pursuing early-stage technology investments, expanding into this area under the management of Lingotto [4] - Morgan Samet highlights a focus on opportunities in autonomous vehicles and AI in healthcare, emphasizing the need for early involvement to understand future developments [4]