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October 2, 2025 39 mins

人工智能正在改变世界,但它背后是否潜藏着巨大的泡沫?

在本期节目中,我们将从三个角度来拆解:

  1. 为什么 AI 的估值与现实脱节?
  2. 数据中心和 GPU 投入的“基础设施狂潮”,会不会重演铁路和互联网的过度扩张?
  3. 如果泡沫破裂,普通人的就业、资产和未来生活会受到怎样的影响?


我们还会回顾历史上的“铁路狂热”“互联网泡沫”,比较它们与今天的 AI 狂潮有何相似与不同。

结尾,我们会讨论:普通人如何在这场看似宏大的资本游戏中保护自己,并从泡沫之后的废墟里找到新的机会。

AI 是未来,还是一场数字化的铁路、光纤?答案或许就在这场对话中。

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