高盛 Kim Posnett 谈 AI 泡沫:投资超级周期与泡沫并存
高盛投资银行主管在 WTF Summit 上聊 AI 泡沫问题,拿互联网泡沫做类比,观点挺平衡的,适合关心资本面的朋友看看。
高盛的 Kim Posnett 在 WTF Summit 上接受 The Information CEO Jessica Lessin 采访,讨论 AI 是否处于泡沫中。她认为当前是投资超级周期,但警告这不代表每笔 AI 投资都能获得回报。她以互联网时代为例:互联网既造就了历史上最大的几个泡沫,也造就了一些最有价值的公司。
Is AI in a bubble?
@GoldmanSachs' Kim Posnett sees an investment supercycle, but warns that doesn't mean every AI investment will pay off.
"The internet created some of the biggest bubbles in history. It also created some of the most valuable companies in history."
Speaking with The Information's CEO & Editor-in-Chief @jessicalessin at WTF Summit, Posnett explains why both could be true for AI.