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OpenAI Chairman of Board of Directors Bret Taylor: AI "probably" is foam
On January 26, according to a foreign media report by CNBC, Bret Taylor, Chairman of the OpenAI Board of Directors and co-founder of AI Founder Siera, stated that AI was “probably” a bubble, which was expanding, prompting “smart money” and “blind money” to fund competitors at every level of technology. Taylor stressed that the free market would eventually make decisions about which areas were truly valuable and which AI companies had the best products, and he said he remained optimistic about the long-term prospects for AI..- 953
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WONG IN-HOON, AI FOAM: THE REAL CHALLENGE IS NOT ENOUGH INVESTMENT
ON 23 JANUARY, ACCORDING TO FORTUNE AND FORBES, THE CEO OF THE UNITED KINGDOM RECENTLY RESPONDED TO OUTSIDE CONCERNS ABOUT THE "AI BUBBLE" AT THE DAVOS FORUM, STRESSING THAT THE CURRENT HUGE CAPITAL EXPENDITURE WAS NOT A SPECULATIVE SIGN, BUT RATHER TO SUPPORT "THE LARGEST INFRASTRUCTURE IN HUMAN HISTORY". WONG IN-HOON STATED THAT THE BUBBLE WAS FELT OUTSIDE BECAUSE OF THE UNPRECEDENTED SCALE OF INVESTMENT, BUT THAT THESE INVESTMENTS WERE MAINLY USED TO BUILD THE ENERGY, CHIPS, DATA CENTRES, AND SO ON. HE POINTED OUT THAT THE WORLD WAS IN THE EARLY STAGES OF AI INDUSTRIALIZATION, "WE'VE ONLY INVESTED A FEW THOUSAND.. -
MICROSOFT CEO NADRA WARNS THAT CAPITAL-BASED AI IS PRONE TO BUBBLES
ON JANUARY 22ND, LOCAL TIME, JANUARY 20TH, ACCORDING TO FORTUNE MAGAZINE, AT THE ANNUAL MEETING OF THE WORLD ECONOMIC FORUM IN DAVOS, SWITZERLAND, MICROSOFT CEO NADRA ENGAGED IN A DIALOGUE WITH THE INTERIM CO-CHAIR OF THE FORUM, BELET CEO LARRY FINCK. NADRA NOTED THAT IF AI ' S GROWTH DEPENDED ENTIRELY ON CAPITAL ACCUMULATION AND LACKED REAL PRODUCTIVITY IMPROVEMENTS, THE MARKET WAS LIKELY TO BECOME A BUBBLE. NADRA SAID: “A CLEAR INDICATION OF THE BUBBLE IS WHETHER ALL THE DISCUSSIONS ARE ABOUT TECHNOLOGY COMPANIES. IF PEOPLE JUST TALK ABOUT WHAT'S GOING ON IN TECHNOLOGY, NOT ABOUT WHAT NEEDS TO BE..- 417
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AMD SOZIFON: AI IS NEITHER A FIERY NOR A FOAM, AND BY 2031 WILL BE USED BY 5 BILLION PEOPLE
ON 8 JANUARY, ACCORDING TO THE NEWS, DURING CES 2026, DURING AN INTERVIEW WITH BLOOMBERG, THE CHAIRMAN AND CEO SOZIFON MADE IT CLEAR THAT ARTIFICIAL INTELLIGENCE WAS NOT A FLASHING CONCEPT, BUT A CORE TECHNOLOGY THAT HAD LANDED AND WOULD CONTINUE TO EXPAND. "THERE'S ALWAYS A BAD VOICE OUTSIDE, YET AI IS A REALLY VALUABLE TECHNOLOGY THAT WON'T DISAPPEAR IN A YEAR OR TWO." SUSIFUNG POINTS OUT THAT MILLIONS OF USERS AROUND THE GLOBE HAVE BEEN USING AI IN THEIR DAILY WORK AND LIVES, AND THAT IN THE NEXT FIVE YEARS, THE NUMBER OF ACTIVE AI USERS WORLDWIDE MAY BE OVER 5 BILLION. FOR AI IS..- 1.1k
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BILL GATES TALKS ABOUT THE AI BUBBLE: HIGH-VALUE VALUATION COMPANIES ARE NOT NECESSARILY WINNERS, PART OF THE INVESTMENT OR GOING TO THE DEAD END
On December 12, according to CNBC, the co-founder of Microsoft, Bill Gates, in an interview with Abu Dhabi Financial Week, said that the AI industry would now become “supercompetitive” and not all high-value companies would be winners. He claims that AI "solely has bubbles" and that part of the valuation will go down in the future, but that this is a "deep re-engineering of the world" technology that will undoubtedly bring long-term value. Gates points out that there are valuations in the market that are significantly above the conventional level: for example, Palantir and Tesla have a surplus of over 200..- 2.2k
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Before Intel, CEO's "Stabbing" AI foam: GPU will not live for 10 years
On December 2, Intel's former CEO Pat Gelsinger said in an interview with the Financial Times recently that quantum calculations would replace GPUs over the next 10 years and could detonate the current artificial intelligence bubble. He stressed that quantum calculations together with classical and artificial intelligence calculations form the "triples" of IT, in which quantum technology is at the threshold of rapid breakthrough. Gersinger notes that quantum computers may be in the mainstream in two years, which is in line with the earlier proposal by the CEO of In-hoon Wong to calculate quantum to..- 1.9k
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INVESTORS SOLD $100 MILLION WORTH OF BRITISH WEED STOCK, AND AI'S BUBBLES GOT WORSE
On 18 November, according to Investing.com, Peter Thiel, a billionaire investor, cleared his share of British Wida between July and September, totalling approximately 537,742 shares, worth close to $100 million. According to the latest documentation, as of 30 September, the trust fund under the Tyre flag was no longer holding shares in British Vida. At the same time, he drastically reduced the Tesla hold, from 272,613 shares to 65,000 shares, and added apple 79,181 shares and..- 2.4k
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