Chamath用SEC文件数据告诉你，下一个被炒作的AI词可能是"Agentic"，但赚钱的公司还很少，别盲目冲。
Chamath Palihapitiya通过分析SEC文件指出，流行词过度使用后价值会回落。他观察到"AI"一词自2022年底持续上升，现已在大型公司文件中几乎无处不在。而"Agentic"一词虽然基数接近零，但采用曲线比AI更陡，正在变成新的"必提词"。他认为AI是真实变革，但目前只有少数公司从我们的慷慨投入中赚钱，花钱到看到价值的路径尚未打通。
2/ 现在他盯上了"Agentic"这个词——虽然基数几乎是零，但涨得比当年AI还陡，正在变成新的"必提词"。 他也说AI是真实的、是这个时代的核心变革，只是现在花钱的路径还没跑通，赚钱的公司暂时只...
2/ 现在他盯上了"Agentic"这个词——虽然基数几乎是零，但涨得比当年AI还陡，正在变成新的"必提词"。 他也说AI是真实的、是这个时代的核心变革，只是现在花钱的路径还没跑通，赚钱的公司暂时只有少数几家。 x.com/chamath/status… Chamath Palihapitiya @chamath An interesting trend in forecasting where the world is going is by looking at SEC filings for the overuse of buzzwords. When buzzwords peak, the value of those terms usually deflate. It is one of the cleanest examples of how corporate America rapidly changes its language in response to shifts in technology, culture and regulation. Right now everyone is glomming onto AI like it’s a life raft. But these same folks have not yet shown repeatable, audited, verifiable ROI even as their CapEx and OpEx are increasing with token costs on all things AI. This has happened before. DEI was the defining investment and disclosure trend from 2020-2022, then declined rapidly. “AI” began a sustained climb after late 2022 and is now nearly ubiquitous in large-company filings. “Agentic” is now following an even steeper adoption curve, albeit from an almost nonexistent base. It appears to be becoming the newest “must-have” AI descriptor. Now, to be clear, AI is real and will be. It is the defining change of our lifetime. But the path to spending money to see value is still largely uncharted. We are in the early phase where a few companies are making all the money from our largesse. This needs to be reset for everyone to win. 🔗 View Quoted Tweet 💬 1 🔄 1 ❤️ 2 👀 587 📊 1 ⚡