Group 1 - The core observation is that AI advertisements dominated this year's Super Bowl, indicating a shift from a technical competition phase to a phase focused on public perception and relationship building with consumers [1][2] - The Super Bowl serves as a magnifying glass for industries that are wealthy, anxious, and eager to be understood, highlighting the importance of narrative in AI marketing [1][2] - The 2026 Super Bowl is seen as a pivotal moment for the AI industry, marking a significant transition in how AI is presented to the public [1][2] Group 2 - AI advertisements became a battleground for various companies, from startups to established tech giants, all trying to explain what AI is and why consumers should choose their products [2][4] - Anthropic's aggressive advertising strategy targeted OpenAI, using humor and satire to critique competitors' practices, which resonated widely on social media [2][4] - OpenAI's advertisement took a more restrained approach, focusing on a lifelong journey of knowledge and self-actualization, emphasizing the tool-like nature of AI [4][5] Group 3 - Google utilized emotional storytelling in its advertisement, portraying AI as a comforting tool for a single mother and her child, addressing public concerns about AI [8][10] - Amazon's Alexa+ employed dark humor to address fears surrounding AI, suggesting that while AI is intelligent, it is not a threat [10][11] - Meta showcased wearable AI technology through relatable scenarios, indicating a desire to integrate AI into everyday life [13][14] Group 4 - The role of AI in advertising is evolving, moving from a background tool to a central character, though the effectiveness of this shift varies [17][18] - Some advertisements, like Svedka's, faced backlash for creating a disconnect with audiences, highlighting the challenges of integrating AI into brand narratives [19][20] - Artlist's rapid production of a Super Bowl-level advertisement using AI tools signals a shift towards faster, lower-cost advertising methods, challenging traditional production timelines [20][21] Group 5 - The focus of advertisements is shifting from showcasing technology to building brand trust and addressing ethical concerns related to AI [23][24] - As AI becomes more integrated into daily life, brands must confront issues of privacy and trust, moving beyond mere efficiency [23][24] - The aesthetic of AI advertising has transitioned from futuristic themes to relatable, everyday scenarios, reflecting changing public sentiments towards AI [24][25] Group 6 - The emergence of B2B brands like Ramp in high-profile advertising indicates a blurring of lines between individual and corporate productivity in the AI era [25][26] - The 2026 Super Bowl marked a peak in AI exposure, but narratives emphasizing the wonder of AI have declined, suggesting a move towards a "post-mythical" era for AI [25][26] - The role of advertising is evolving from creating awe to providing clarity and reassurance about AI's impact on society [26][27] Group 7 - The advertisements from this year reflect a broader attempt to establish a social relationship with technology rather than merely showcasing its capabilities [27][28] - The 2026 Super Bowl is positioned as a potential turning point for how AI interacts with the world, with advertising serving as a translator in this adaptation process [28][29]

当埃隆·马斯克公开判断"2026 年实现 AGI（通用人工智能），2030 年集体智能将碾压人类"时，整个科技圈迅速被点燃。 在他看来，AI 正处在一条几乎无法减速的加速曲线上：能力每 7 个月翻倍，现有模型还有百倍潜力尚未释放，一旦放缓节奏，人 类反而可能失去对系统的控制权。这种近乎"悬崖式推进"的判断，也让 AI 的未来被推向更极端的讨论区间。 与之相对的，则是相对而言更加保守的声音，以DeepMind CEO 戴密斯·哈萨比斯为代表的其他从业者则认为："2030年前AGI落地 概率仅50%"，他强调物理世界交互能力才是关键，安全测试必须先行；而"AI教父"辛顿更直接呼吁全球签署"AI开发暂停条约"， 以防失控。 前 Meta 首席 AI 科学家杨立昆的态度则更加冷静甚至悲观。他和不少研究者直言，当前被频繁讨论的 AGI，更像是一种叙事工 具；仅依赖大语言模型，几乎不可能真正通向通用人工智能。 关于 AGI 的争论从未停歇：它会在何时到来？是否真的存在？又是否会从根本上改变人类社会？答案仍然高度分裂。 为此，Morketing整理了包括2026年达沃斯世界经济论坛核心对话、《财富》、《The Verge》 ...

埃隆·马斯克资料照片。新华社/德新社 美国企业家埃隆·马斯克8日说，其名下太空探索技术公司(SpaceX)已将重点转向在月球建设一座"自我生 长的城市"，这可能在不到10年内实现。 马斯克在社交媒体X平台上写道，SpaceX仍打算在未来5到7年内启动其长期以来在火星上建城的计划， 但当务之急是确保"文明的未来"，而登陆月球可更快实现这一目标。 他写道，每26个月才有一次向火星旅行的发射窗口(行程6个月)，而每10天就可向月球发射一次(行程2 天)，"这意味着我们迭代完成月球城市建设的速度要比火星城市快得多"。 据《华尔街日报》4日报道，SpaceX正寻求在今年上市后，推动其股票加速纳入主要市场指数。报道援 引多名金融从业者的话说，除SpaceX外，美国开放人工智能研究中心(OpenAI)和Anthropic公司今年都 可能上市。 2026年1月16日，佛罗里达州卡纳维拉尔角肯尼迪航天中心，在"阿尔忒弥斯2号"任务准备进行火箭转运 当天，SpaceX"猎鹰9号"火箭的有效载荷整流罩正通过平板拖车进行运输。新华社/法新社 2025年马斯克曾说，其目标是在2026年底前向火星发射无人航天器。2020年他曾表示，有信 ...

Core Viewpoint - The emergence of AI systems, particularly OpenAI's ChatGPT and Anthropic's Claude Cowork, is expected to significantly disrupt various industries, especially the software sector [1][3]. Group 1: AI Market Dynamics - The AI market has experienced volatility, with significant fluctuations in stock prices following the introduction of competing technologies like China's DeepSeek [2]. - The introduction of Claude Cowork has led to a sell-off in software sector stocks, indicating a potential shift in investor sentiment [3]. Group 2: Claude Cowork Overview - Claude Cowork, developed by Anthropic, is an AI chatbot that competes with ChatGPT, particularly noted for its business applications [4]. - The tool is designed to perform non-coding tasks on users' computers, enhancing productivity by integrating with various platforms like Slack, Notion, and GitHub [5][6]. Group 3: Capabilities of Claude Cowork - Cowork can generate daily briefings, conduct research, create presentations, and aggregate customer feedback from multiple sources [6]. - It also offers legal document management features, which have negatively impacted legal tech stocks upon its announcement [7].

Core Insights - The unexpected success of the Mac Mini in 2026 is attributed to the integration with OpenClaw, a powerful AI agent, raising questions about why Apple has not developed a similar AI assistant despite its extensive ecosystem and user data [1][7] - Apple's potential to create a "super Siri" could solidify its competitive advantage in the tech industry, leveraging its vast user data and hardware capabilities [1][7] - However, legal challenges from companies like Microsoft and Meta could arise if Apple attempts to automate interactions with their platforms, as it may violate user agreements [2][5] Group 1 - OpenClaw has significantly boosted Mac Mini sales, indicating a shift in consumer interest towards AI-integrated devices [1][7] - Apple's previous strategies, such as the App Tracking Transparency (ATT) initiative, have shown its ability to disrupt competitors like Meta, leading to substantial revenue losses for them [8][10][14] - The ATT policy resulted in a $10 billion revenue loss for Meta, showcasing Apple's impact on the advertising landscape [10][14] Group 2 - Apple's hardware, particularly the M-series chips, is well-suited for running AI applications, positioning the company favorably in the AI market [19][22] - The company has strategically maintained a distinction between its iOS and macOS ecosystems, allowing for more flexibility and user control on macOS, which could facilitate the use of AI agents like OpenClaw [22][23] - Apple's approach to AI and user privacy allows it to maintain a competitive edge while avoiding direct legal confrontations with other tech giants [18][24] Group 3 - The potential shift towards AI agents could disrupt traditional advertising models, as users may rely on AI for content generation and information retrieval, reducing the need for direct engagement with platforms like Google and Meta [26][29] - Apple's relationship with Google, which pays approximately $20 billion annually to be the default search engine on Safari, could be threatened if AI agents diminish the need for search engines [25][26] - The evolving landscape of user interaction with technology suggests a transition from human-driven engagement to AI-driven efficiency, posing challenges for traditional advertising revenue models [27][29]

墙的一侧是每秒万亿次的浮点运算渴求；另一侧，则是平均电网年龄超 40 年、变压器短缺率高达 30%、扩建周期长达 5-10 年的基建泥潭。 也因此，海豚君对于北美缺电重点理解： 1）缺电背后是是一个中短期的供需差，还是一个长期的结构性问题？ 2） 缺电 如何解决，解决的背后对应的怎样的细分赛道的投资机会？ 本篇重点探讨第一个问题，重点理解一个高度成熟的国家，如何混到无电可用的。 | 发布日期 | 政策文件 | 发布主体和类型 | 主要内容 | | --- | --- | --- | --- | | 2025年1月29日 | 《Unleashing American 总统办公室文件 | | 发布包括鼓励美国能源勘探和生产在内的 8 项政 | | | Energy » (Executive | | 策:立即审查所有可能加重国内能源资源开发负担 | | | Order 14154) | | 的机构行动;撤销和修订部分总统行动与监管行 | | | | | 动:通过高效审批释放能源主导地位:优先保障环 | | | | | 境分析的准确性;终止"绿色新政";保护美国国 | | | | | 家安全:恢复美国矿产主导地位等 ...

导读：1月29日，我们举办了"主动权益的回归"线下论坛。本次论坛上，我们邀请到了多位业内主动权益的大咖来到现场分享，一起探讨主动 权益如何创造超额收益。 在本次论坛的圆桌对话环节，我们做了一场有趣的外资专场对话，邀请到了来自摩根资产管理、安联基金、施罗德基金的三位基金经理一起探 讨投"老登还是小登"、"成长还是价值"、"科技还是质量"等问题。 谢恒是此次论坛嘉宾中管理产品年限最短的，但他从业年限却很长，而且长期深耕在科技领域。对于当前火热的AI产业趋势，谢恒秉持辩证 视角。一方面，对于对标中证800宽基的全市场基金，谢恒并没有押注一两个细分赛道。另一方面，谢恒较早洞察到国产算力和海外算力的投 资机会，为产品带来了不错的回报。展望未来，谢恒比较看好AI领域的科技巨头产业链和供需受限的上游金属板块。 在此次论坛中，谢恒还分享了施罗德基金严谨的内部投研文化。对于每一个产品的推出，都会在内部讨论很多次，包括如何设置符合产品特征 的业绩比较基准都会有多轮深度的交流，最终由公司管理层决策确定。通过此次交流，我们得以更深入地理解施罗德基金的投研文化。 朱昂：在TMT行业的研究上，你有超过10年的经验，如何看待AI的产业机会 ...

几个月来，不少朋友都在纠结：到底要不要买一台笔记本电脑或手机囤着？ 起初大家觉得。电子产品买新不买旧，没必要囤旧款。直到内存价格暴涨，新款产品降配保价，大家这才悟了：不是新款买不起，而是老款旗舰的大 内存版本更有性价比。 企业主也快吃不消了。1月6日，蔚来李斌也在媒体沟通会上公开表示，今年最大的成本压力是内存涨价。联想、惠普等OEM厂商也已经明确通知， 将上调笔记本等产品的价格。 从消费端的手机、笔记本电脑，到企业端的服务器、智能汽车，全产业链都被卷入成本飙升的漩涡。 起于2025年的这一波内存涨价潮，迎来了最高潮的部分：一箱内存条，能换上海一套房。 根据公开报道，256G DDR5服务器内存单价已突破4万元，部分高端型号高达49999元/根，一箱100根的总价接近500万元，相当于上海一套房。而 1637年郁金香泡沫的顶峰时期，一株优质郁金香球茎的标价高达5500至6000荷兰盾，能买下阿姆斯特丹河畔的一栋豪宅。 彼时彼刻，恰如此时此刻。 于是，关于内存泡沫的说法，在网上疯狂流传：内存价格之所以涨了四倍，是因为有人用根本不存在的钱，买下了大量尚未生产出来的内存，准备装 进同样尚未生产出来的GPU里，再放进尚 ...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI worries crush software stocks 2) Why is software in the crosshairs? 3) Is it vibecoding or that software becomes an input into AI bots 4) Why software might make it through 5) Anthropic's legal plugin that set it off 6) Okay, so no AI bubble? 7) Anthropic's Super Bowl ad attacks OpenAI 8) OpenAI's response 9) OpenAI losing share to rival chatbots 10) What the hell is happening to Bitcoin? 11) Chapters 00:00 Th ...

Calvin French-Owen 是 Segment 联合创始人、前 OpenAI 工程师、Codex 项目的早期研发者。他最近在一档播客中，对当前最火的代码智能体 Codex、 Claude Code 和 Cursor 进行了锐评。 结论出人意料，他最常用、也最偏爱的，是 Claude Code，他表示搭配 Opus 模型更"香"。 Calvin 用了一个极具画面感的比喻，来形容用 Claude Code 的体验： 就像残疾人换上了一副仿生膝盖，写代码的速度直接提升了 5 倍。 在他看来，Claude Code 真正的杀手锏，是极其有效的 上下文拆分能力。 面对复杂任务，Claude Code 会自动生成多个 探索型子智能体，独立扫描代码仓库、检索上下文，再将关键信息汇总反馈。这种设计，显著降低了上下文 噪音，也解释了它为何能稳定输出高质量结果。 不过，他也肯定了自家产品，认为 Codex 很有"个性"，像 AlphaGo。在调试复杂问题时的表现上，Codex 堪称超人类，很多 Opus 模型解决不了的问题， Codex 都能搞定。 "上下文管理"，是 Calvin French-Owen 在整期播客中 ...