【编者按】 随着人工智能与脑科学的飞速发展，战争形态正经历根本性演变。传统的物理域和信息域对抗，正在向 更为隐秘和关键的认知域延伸。本文摘编自李元龙所著《战争与工业：世界格局是如何被塑造的》一 书，通过剖析美国等国家的军事科技项目，揭示了以影响、干扰甚至控制人脑思维为核心的"认知战"的 兴起过程。 智通财经经出版方授权刊载。 2025年初，美国国防部公开一项代号为"心智理论"的人工智能项目，其核心在于将先进算法与军事情报 人员的专业知识结合起来，预测作战对手的行动意图，引导相关人员开展认知域对抗。在战略层 面，"心智理论"主要针对国家行为体，着眼点放到外交、经济、科技等方面的信息整合上，尤其侧重于 模拟战略对手高层领导者的心理素质、决策习惯等，并评估不同应对策略的效果。在战役和战术层 面，"心智理论"着重分析作战对手指挥官的性格、指挥习惯、成长履历及部队训练情况等方面的数据， 以此来确定未来的行动方式。"心智理论"与以往的战争推演软件的明显不同之处，是其重心转移到所谓 的"认知战"领域。 与"心智理论"同时公开的美军其他人工智能项目，如美国国防情报局的"情报自动生产平台"项目、网络 空间司令部的"网络安防与信 ...

OpenAI 的创立与定位 - OpenAI 最初被创建为一个开源非营利组织 [1] - 公司章程明确规定，任何管理人员或家庭成员不得从 OpenAI 中获得经济利益 [1] OpenAI 的转变 - OpenAI 违反了最初的非营利承诺 [1] - OpenAI 开始收费 [1] - OpenAI 试图将“开放”的定义从“开源”改为“对所有人开放” [1]

The consumer calvary got here just in time to give us what looks to be the beginning of a SANTA CLAUS RALLY. THAT'S the only way to describe what worked today. Everything involving consumer spending couldn't come as a better time because tech's been faltered.We needed something big to replace it. Even as you couldn't tell from the averages, Dow advancing 66 points to be jumping 79% but the techlaid NASDAQ surging 1.38%. Let me set the scene.For most of the year, we've had oh, woe is the narrative consumer, ...

Market Observations & Dot-Com Era Comparison - The report suggests the artificial intelligence (AI) bubble has been bursting for weeks, drawing parallels to the year 2000 dot-com collapse [5] - The Dow Jones Industrial Average slipped 228 points, the S&P 500 tumbled 1.16%, and the NASDAQ plunged 1.81% [5] "Lazy Susan" Deals & Ethical Concerns - The report defines a "lazy Susan deal" as an investment where the money is immediately returned to the investor's company through purchases [3] - Such deals are considered legally and ethically problematic from an investor's perspective [3] - OpenAI is reportedly in talks to raise at least $10 billion from Amazon, with some funds potentially used for Amazon's AI chips, raising concerns about "lazy Susan" deals [6] Personal Experience & Cautionary Tale - The author recounts a past experience where they were asked to invest in a company in exchange for purchasing goods from that company [1][2][3] - The author's lawyer advised against the deal, which proved wise as the other company later collapsed [3][4]

All right. Uh, you know, we don't talk a lot about oil recently. Uh, right now we're seeing oil move to the upside on on potential sanctions on Russia and sanctions on Venezuela.Does that change your view of the energy sector in any way. Yesterday, we saw every uh stock in the energy sector close lower. It closed down about 3%.Does it reshape any views for you. >> I think it's still a little bit too early to tell on that. I mean, we're certainly seeing moves, certainly seeing moves this morning on that news ...

All right, let's talk about this action in the private markets. Let's start off with SpaceX. The fact it's getting up to a $800 billion valuation.Clearly, there's a lot of demand for those shares. Part of the company's plan, just to be fair, is to build data centers up in space, here on land, here on Earth. We're seeing a lot of questions about the data center buildout.What's going on with that divergence. >> It's just one of the hottest private companies in the world. You're seeing SpaceX and a couple of t ...

All right. So, Rob, you have a 315 price target outperform rating. The street has it at 3 uh, excuse me, 336.So, you're a bit less bullish than your colleagues, but you still say that this is a buying opportunity. So, if you're less bullish, why do you still think this is a buying opportunity. What is exactly is the opportunity here.Well, I mean, first of all, Frank, the the the price targets are are hard to formulate right now because the numbers for free cash flow are so are so wildly variant and and that ...

A lot of great startup ideas are sort of in this gray area of like the law is not totally clear. It's a little bit murky whether it's legal or illegal. Even Open AI is like that, right.I mean, they they crawled the entire web without permission. You could argue that that's fair use or you could argue it's like massive copyright theft. I remember talking to the Lyft founders the week before they launched Lyft and they were extremely worried that they would go to jail and they decided to like roll the dice an ...

as well. And Dan, thank you for joining us. We're going to talk about Microsoft and Steve Kovak in just a minute based on this was going to be, by the way, the Microsoft stuff, our top of the show, as we call it, our lead in industry parliament.But when you got Jensen Wong making off-the- cuff comments to Emily Wilkins on Capitol Hill, we got to lead with that. Anything that you may have heard from Wong or anything recently that you have heard from him and Nvidia that changes your thesis on the AI game. No, ...

Nvidia's Market Position and Technology Transition - Nvidia's CFO suggests a shift from 90% CPU to 90% GPU in PC servers, indicating Nvidia's dominance in GPU technology [1] - New orders for Nvidia products are additive, meaning Blackwell doesn't replace previous iterations, highlighting sustained demand [1] Financial Performance and Capex Concerns - The CFO believes that concerns about excessive capex are unfounded, as companies are generating substantial revenue from Nvidia [1] - The report implies that companies are making significant profits from Nvidia's technology, despite claims to the contrary [2] Competition and Open AI - Open AI is identified as a key player in the industry [2] - The report suggests Open AI faces competition and scrutiny, advising a cautious approach [3][4] Strategic Considerations - Amazon Web Services (AWS) is highlighted as a significant entity [2]