点击上图▲立即收听 "' 悲观 ' 的年度词映射出了这个时代的 ' 数字虚无主义 ' 。 " 文 /巴九灵（微信公众号：吴晓波频道） 最近，全球各大词典机构相继发布了年度关键词。 《剑桥词典》的年度词是"拟社交"（parasocial），指大众对一个素未谋面的名人、虚拟角色，甚至是AI，产生了真实而单向的情感连接。 《牛津词典》选择了"怒气诱饵"（rage bait），指向那些把公众的愤怒情绪当作流量密码的内容。 英国《经济学人》杂志、澳大利亚《麦考瑞词典》、美国《韦氏词典》则默契地把年度词锁定为"AI垃圾"（slop），形容那些由AI批量制造的、 正淹没互联网的低质量内容。 尽管主流的声音都在不遗余力地描绘AI带来的进步、革新和福祉，这是数据里的"AI乐观主义"，但 这些"悲观"的年度词映射出了这个时代的"数 字虚无主义"。 OpenAI CEO萨姆·奥特曼就曾指出，AI既可以是最好的"天堂"（amazing upside），也可能是最坏的"地狱"（go quite wrong）。 而且在这场全球性的AI浪潮中，中国用户表现出了对AI的更高信任度。 贝恩的调研显示，从个性化购物推荐到教学应用，再到AI陪伴和 ...

如图所示，你比较喜欢谁的logo？欢迎留言区讨论... 早安，艾瑞巴蒂（手动问好），一起来看今天的早报： 【黑马高调早报】第3031期 更多创业内容请访问www.iheima.com Fast Reading 今日头条 "生娃不花钱"明年落地，国家医保局连发五文回应关切 近日全国医保工作会议提出，明年力争实现全国生娃基本不花钱。生娃不花钱政策如何落地？对于宝妈来说，哪些费用属于"基本"不花钱的范围，哪些又 处于"不基本"需要自付的范围？ 16日，国家医保局以"医保支持生育"为主题连发五篇文章推荐地方生娃基本不花钱的经验，用地方实践和真实的医保数据回应了大家关心的这些问题。全 国医保工作会议提出，推动将灵活就业人员、农民工、新就业形态人员纳入生育保险覆盖范围。合理提升产前检查医疗费用保障水平，力争全国基本实现 政策范围内分娩个人"无自付"。 国家医保局数据显示，到2025年底，31个省（区、市）及新疆生产建设兵团均已将符合条件的辅助生殖项目纳入医保，7个省份实现政策范围内住院分娩 医疗费用全额保障，95%的统筹区将生育津贴直接发放给参保人。 市场监管总局：平台要求商家"全网最低价"可能构成垄断 记者17日从市场 ...

OpenAI allows users to directly adjust ChatGPT’s enthusiasm level https://t.co/6IOsQ66yCy ...

Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta’s superintelligence gamble, Google’s Gemini push, OpenAI’s model race, and the rise of AI companions. We also discuss Tesla’s self-driving moment of truth, Nvidia’s upside and risks, Microsoft’s Copilot dilemma, big media and streaming shake-ups, Anthropic’s IPO prospects, SPACs and private equity, quantum, and the strange new love s ...

The lawsuit alleges that OpenAI's ChatGPT reinforced delusions that preceded a fatal attack on a user’s mother. https://t.co/EYkN1q30FV ...

“Text with Jesus”, an app built with OpenAI’s ChatGPT model, allows users to pose personal and theological questions. The app has about 150,000 users. But it also has some doubters https://t.co/EgwLaRsDET ...

RT qw (@QwQiao)with spacex and openai likely to ipo at a ~$1t, u really have to appreciate what a generational opportunity it was for retail to be able to invest in btc and eth at seed round valuations (~$20m). ...

OpenAI, Microsoft Sued Over ChatGPT's Alleged Role in Connecticut Murder-Suicide► https://t.co/zhmhQX5d5h https://t.co/zhmhQX5d5h ...

Core Insights - Microsoft made a strategic investment in OpenAI in 2019, holding a 27% stake in a company valued at $500 billion, which has allowed Microsoft to access large language models and develop a range of AI-powered tools [1] - OpenAI's ChatGPT has gained significant traction, boasting over 1 million paying enterprise customers and more than 800 million weekly users, highlighting its versatility and productivity [2] - Analysts predict Microsoft could reach a $5 trillion market cap by 2026, driven by its strong performance in AI and cloud services [4][6] Microsoft’s AI and Cloud Strategy - Microsoft has integrated AI across its business segments, with tools like Copilot being adopted by 90% of Fortune 500 companies, indicating strong customer traction [7] - The demand for Microsoft's Azure cloud infrastructure is exceeding supply, prompting plans to double data center capacity to meet growing customer needs [9] - Microsoft's commercial remaining performance obligations (RPO) reached $392 billion, a 51% increase year-over-year, suggesting robust future revenue potential [10] Financial Projections - Microsoft currently has a market cap of $3.6 trillion and needs a 41% appreciation to reach $5 trillion, with analysts forecasting a 16% revenue increase to $327 billion in the current fiscal year [12] - If revenue grows by 20% to $392 billion in the next fiscal year, and the company maintains a price-to-sales ratio of 13, its market cap could exceed $5 trillion [13] - The strong growth in RPO indicates that Microsoft is acquiring new business at a faster rate than it is fulfilling existing contracts, suggesting potential for accelerated growth [10][11]

Core Insights - The AI trade has shown signs of stagnation since late 2025, with stocks like Nvidia and Microsoft experiencing flat or declining performance despite strong revenue growth in the sector [1][2][4] - Investors are becoming skeptical of the growth-at-any-cost mentality among AI startups, prompting questions about the timing for potential investments in AI stocks for 2026 [2] Group 1: Company Performance - Nvidia's revenue grew 62% year over year to $57 billion, with net income increasing 65% to $31.9 billion [4] - Microsoft's revenue rose 18%, with operating income growing by 24% [4] - Despite strong earnings, Nvidia has a price-to-earnings (P/E) ratio of 44, while Microsoft's is 34, indicating high expectations for future growth [6] Group 2: Market Dynamics - AI companies are heavily investing in Nvidia's advanced computer chips, with OpenAI leading in AI spending commitments in the hundreds of billions [5] - The AI sector is experiencing a potential supply glut due to booming spending, which has historically affected the computer chip industry and other infrastructure sectors [7] Group 3: Investment Considerations - Stocks like Nvidia and Microsoft have faced valuation declines, while other AI stocks, such as Amazon, appear cheaper at current prices [8][10] - Amazon's P/E ratio is 31, suggesting a lower valuation based on trailing earnings compared to Nvidia and Microsoft [10]