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All in AI 的第一个三年|42章经
42章经· 2026-01-18 13:33
Core Insights - The article reflects on the evolution of AI over the past three years, emphasizing the importance of being "all in" on AI investments and recognizing the high value of early-stage projects [2][3][4] - The discussion highlights the need for openness in investment decisions, particularly regarding international projects, as missed opportunities can lead to significant losses [4][6] - The future is seen as a "big science era," where AI will empower young scientists, and the focus should be on individual authenticity and self-expression in the AI age [22][24][29] Investment Decisions - The most correct decision made was to invest heavily in AI, with a recognition that the cost-effectiveness of projects was much higher in the past [3][4] - There was a missed opportunity to invest in Figure AI, which has seen its valuation rise from $800 million to $40 billion, illustrating the importance of being open to international investments [4][6] - The investment strategy should focus on converting money into computational power, as the future will be defined by intelligence driven by AI [10][13] AI and AGI Perspectives - The belief in AGI (Artificial General Intelligence) remains strong, with the expectation that AI will soon surpass human capabilities in verifiable environments [19][21] - The response of large companies to AI developments has been unexpectedly strong, impacting the potential ceiling for startups [15][18] - The integration of AI and embodied intelligence is crucial for achieving AGI, with both being seen as complementary paths [87][94] Market Trends and Future Outlook - The market for AI and embodied intelligence is evolving, with a notable shift towards the Hong Kong market as a new exit channel for companies [78][81] - The structure of market participants is changing, with more domestic capital involved in AI investments, indicating a maturation of the investment landscape [79][81] - The expectation for the next three years is optimistic, with a belief that funding will increasingly flow into China as innovative projects gain recognition [100][103] Personal Insights and Reflections - The concept of "life force" is emphasized, suggesting that true vitality comes from living authentically and not merely conforming to external expectations [106][108] - The importance of focusing attention on long-term, low-frequency signals rather than short-term noise is highlighted as a key to improving life quality [128][129] - The future will require individuals to express their true selves, as authenticity will be essential in a world increasingly influenced by AI [151][153]