Core Viewpoint - The article discusses the rising interest in AI-related majors among students and parents in China, highlighting the tension between traditional fields and emerging technologies, as well as the potential risks of an oversaturated job market in AI [1][2][3][4][5][6]. Group 1: AI Education and Job Market - AI-related majors have become increasingly popular, with over 621 universities in China offering AI programs by 2024, reflecting a significant shift in educational focus [7][8]. - Reports indicate that AI-related positions offer high starting salaries, with 50% of fresh graduates earning over 20,000 yuan per month, and experienced engineers earning up to 80,000 yuan [7]. - The demand for AI talent is projected to reach a shortfall of 4 million by 2030, primarily in high-skill areas, raising concerns about the mismatch between graduates' skills and market needs [11]. Group 2: Parental Influence and Societal Trends - Parents view college major selection as a strategic investment in human capital, shifting from traditional fields like finance to AI, driven by perceived future job security and high salaries [6]. - The narrative surrounding AI education is framed as a choice aligned with national needs and future economic opportunities, creating a compelling but potentially misleading allure [8][9]. - The contrasting trends of pursuing medical careers for stability versus AI for potential high rewards illustrate the broader anxieties of middle-class families in China [15][16]. Group 3: Risks and Concerns - Experts warn of a potential "AI bubble," emphasizing the rapid evolution of AI technology and the lag in educational curricula, which may leave graduates with outdated skills [9][10]. - The industry is increasingly seeking interdisciplinary talents who can integrate AI with specific sectors, rather than just generalists with basic programming skills [11]. - The article raises concerns about the long-term viability of AI graduates in a market that may not require the volume of talent being produced, leading to a new form of oversaturation [11][12].

Group 1 - Builder.ai, once a prominent AI unicorn with a valuation of $1.3 billion and over $450 million in funding, has recently filed for bankruptcy across multiple countries [1][2][10]. - The company, originally founded as Engineer.ai in 2016, aimed to revolutionize app development using AI, but ultimately failed to deliver on its promises [4][5][6]. - Internal audits revealed that Builder.ai's actual revenue was only $55 million, significantly lower than the projected $220 million, leading to investigations into fraudulent financial practices [13][14]. Group 2 - The company's AI project manager, Natasha, was marketed as a sophisticated AI solution but was revealed to rely on manual labor from outsourced engineers [15][17]. - Following financial troubles, the founder, Sachin Dev Duggal, stepped down as CEO, and the company entered a phase of crisis management under new leadership [18][19]. - By May 2025, Builder.ai faced severe financial distress, leading to the freezing of $37 million in accounts and the initiation of bankruptcy proceedings in multiple jurisdictions [20][21]. Group 3 - Builder.ai's collapse is indicative of a broader trend in the tech industry, where many companies are found to be fabricating AI capabilities and relying on manual processes while presenting themselves as AI-driven [25][42]. - Other companies, such as Nate and Joonko, have also been implicated in similar fraudulent practices, highlighting a pattern of "AI washing" in the industry [26][30][40]. - The situation raises concerns about the integrity of AI narratives and the need for stricter regulations and transparency in the AI sector [58][60].

Group 1 - The core conflict in the U.S. is between the former president and the Federal Reserve, with the former president's rise leading to a surge in tech stocks like Tesla, despite a lack of substantial support for such price increases [1][5] - The government efficiency department's efforts to expose corruption have not resulted in any significant legal actions, indicating a lack of real fear among those in power [2][3] - The former president's first term saw the initiation of trade wars as a means to access additional budgetary resources, highlighting the political maneuvering involved in fiscal policy [3][4] Group 2 - The current administration's reluctance to remove tariffs is tied to the potential backlash from various interest groups that benefit from these tariffs [4][5] - The Federal Reserve's interests are aligned with maintaining the dollar's global dominance, which conflicts with the former president's populist agenda [4][5] - The tech sector, particularly companies like Tesla, faces significant challenges as the Federal Reserve's actions, including short-selling by influential figures, threaten their market positions [7][17] Group 3 - The current AI bubble is compared to the internet bubble of 2001, suggesting that without a viable profit model, the tech sector may face a significant downturn [10] - The former president's foreign policy actions, including military interventions, are seen as attempts to maintain control over global resources, which could impact the energy and real estate markets [11][14] - The relationship between the former president and tech leaders like Musk is complex, as both seek to leverage financial capital while navigating the constraints imposed by the Federal Reserve [15][20]

以下文章来源于天天IPO ，作者吴琼 天天IPO . 投资界（PEdaily.cn）旗下，专注IPO动态 今晚上市。 作者 I 吴琼 报道 I 投资界-天天IPO 今年全球最大IPO出现了。 投资界-天天IPO获悉，今日（3月28日）晚间，AI云计算公司Cor eWe a ve将正式在纳斯达克证券交易所上市。本次IPO，Cor eWe a ve 每股定价为40美元，计划融资15亿美元，预计估值约为23 0亿美元（约167 0亿元） 追溯起来，Co r eWe a ve和英伟达渊源颇深。早期由"挖矿"起家，Cor eWe a ve使用的便是英伟达GPU，后面又大量囤积英伟达GPU，直 至AI浪潮袭来，Cor eWe a v e已经手握25万个英伟达GPU。 早在202 3年，黄仁勋便主导英伟达投资Cor eWe a ve，随后再次押注。据悉，本次IPO英伟达也计划斥资2.5亿美元认购股份。如无意 外，这将是黄仁勋投出的第一个千亿级IPO。 三个人，估值1600亿 Cor eWe a ve的故事始于2017年。 命运的齿轮悄然转动。 2 022年AI浪潮席卷全球，世界各地的人工智能公司需要快速训练和运行大量模型的 ...

从野心勃勃到向市场妥协，"英伟达亲儿子"CoreWeave IPO规模大幅缩水。 据媒体报道，周四美国收盘后CoreWeave确定其IPO发行价格为40美元/股，预计融资规模将缩减至约15 亿美元。这与该公司最初的40亿美元目标相去甚远，甚至比上周路演时宣布的27亿美元还要低。 另一位投资者提出了更深层次的担忧： 这一连串的缩减表明，市场对CoreWeave的兴趣并不如预期强烈，投资者认为CoreWeave存在客户高度 集中的风险，其与英伟达和微软深度绑定，也让投资者信心不足，同时对公司可持续性商业模式感到忧 虑。 CoreWeave与英伟达之间的关系错综复杂且相互依赖。英伟达不仅是CoreWeave的唯一GPU供应商，还 是持有5.97%股份的股东以及第二大客户。这种深度交织的关系让人质疑：为何英伟达需要付费使用自 己生产的GPU？一名匿名分析师指出： 英伟达占CoreWeave收入的15%，而后者又借了数十亿美元购买英伟达的GPU。为什么英伟 达需要付钱给别人来使用自己的GPU？这看起来像是一种策略，旨在为英伟达在大型云服务 商之外创造GPU的竞争张力，从而获得定价杠杆。 作为CoreWeave的孵化者， ...

Grantham：AI泡沫与历史技术泡沫无异 （图片来自豆包AI 提示词 ：泡沫破灭 股市） 2月28日，投资界的"泡沫猎手"， 著名价值投资者、GMO联合创始人兼长期投资策略师Jeremy Grantham发出警告： 美国股市正处于"超级泡沫"之中，并预 言"重大下跌"即将到来。 Grantham以其对市场泡沫的敏锐洞察而闻名。在其职业生涯中，Grantham成功预测了多次市场泡沫破裂。在接受彭博社采访时，Grantham强调，"泡沫持续 的时间越长，涨得越高，情况就越糟糕。" Grantham认为， 当前美股的估值已经超过了1929年和2021年的水平，仅次于1989年日本的超级泡沫。 无论是传统的估值指标，如席勒市盈率（Shiller P/E），还是更全面的"总市值/经济总增加值"指标，都显示美股估值处于历史顶峰。模型显示， 美股仍有50%的下跌空间，才能回归到正常的估值水平。 值得注意的是，Grantham对人口下降的长期影响表示担忧，认为人口下降会导致"动物精神"消失，并造成经济增长放缓和生产力下降。他呼吁投资者关注长期 趋势和社会问题。 Grantham认为， 当前AI热潮与历史上其他技术泡沫并无 ...

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