全部科技产业动态

“I commend you for declaring your nation an AI nation,” @nvidia CEO @JensenHuang told President @TokayevKZ during their meeting at Akorda. Through partnerships with Kazakhtelecom, Firebird AI KZ and Higgsfield, NVIDIA is helping strengthen Kazakhstan’s AI ecosystem and advance its ambitions to compete on the global stage.

Digital sovereignty requirements vary by workload, and they keep changing. Microsoft and @Intel are building a consistent foundation from edge to cloud, so you can run AI where your data lives, with controls you can verify. Learn more: https://msft.it/6014avTTa

安迪·贾西（Andy Jassy）担任 CEO 五年来，AWS 规模几乎扩大至三倍，亚马逊营收增长约 80%，并计划今年投入 2200 亿美元以赢得 AI 竞赛。亚马逊的 AI 业务在三年内达到 250 亿美元的年化收入，增速是早期 AWS 的数百倍。 贾西做客 a16z 的 Ben Horowitz 和 Erik Torenberg 的节目，畅谈这一历程背后的决策：从疫情后重建亚马逊的履约网络，到 AWS 的起源故事。 他们还探讨了：数据中心为何成为政治斗争焦点、亚马逊的自研芯片、对 Anthropic 和 OpenAI 的投资、推理成本为何需要降低 10 倍、AI 最被低估的风险、为何每家公司都必须从零开始重塑产品，以及贾西给当今 18 岁年轻人的建议。 0:47 2021 年以来亚马逊的变化 1:51 疫情如何重塑零售业 3:30 AI 为何为 AWS 增长注入超级动力 5:20 领导力原则冲突时怎么办 9:36 6000 万美元 vs. 250 亿美元：早期 AWS 与早期 AI 13:20 AI 资本支出的现金循环如何运作 15:44 美国为何必须建设数据中心 20:55 从实验室到企业的 AI 哑铃模式 23:12 需求增长 vs. AWS 老客户 28:11 Annapurna、Graviton 与 Trainium 33:55 押注 Anthropic 和 OpenAI 37:15 为何 AI 意味着更小的团队 42:13 AI 被低估的风险：安全 46:29 亚马逊为何重构 Alexa 的大脑 53:07 贾西如何跟孩子谈 AI 56:36 押注 AI、机器人与太空 YouTube: https://youtu.be/-YMMRQ1qscI @ajassy @Amazon @bhorowitz @eriktorenberg

安迪·贾西（Andy Jassy）担任 CEO 五年来，AWS 规模几乎扩大至三倍，亚马逊营收增长约 80%，并计划今年投入 2200 亿美元以赢得 AI 竞赛。亚马逊的 AI 业务在三年内达到 250 亿美元的年化收入，增速是早期 AWS 的数百倍。 贾西做客 a16z 的 Ben Horowitz 和 Erik Torenberg 的节目，畅谈这一历程背后的决策：从疫情后重建亚马逊的履约网络，到 AWS 的起源故事。 他们还探讨了：数据中心为何成为政治斗争焦点、亚马逊的自研芯片、对 Anthropic 和 OpenAI 的投资、推理成本为何需要降低 10 倍、AI 最被低估的风险、为何每家公司都必须从零开始重塑产品，以及贾西给当今 18 岁年轻人的建议。 0:47 2021 年以来亚马逊的变化 1:51 疫情如何重塑零售业 3:30 AI 为何为 AWS 增长注入超级动力 5:20 领导力原则冲突时怎么办 9:36 6000 万美元 vs. 250 亿美元：早期 AWS 与早期 AI 13:20 AI 资本支出的现金循环如何运作 15:44 美国为何必须建设数据中心 20:55 从实验室到企业的 AI 哑铃模式 23:12 需求增长 vs. AWS 老客户 28:11 Annapurna、Graviton 与 Trainium 33:55 押注 Anthropic 和 OpenAI 37:15 为何 AI 意味着更小的团队 42:13 AI 被低估的风险：安全 46:29 亚马逊为何重构 Alexa 的大脑 53:07 贾西如何跟孩子谈 AI 56:36 押注 AI、机器人与太空 YouTube: https://youtu.be/-YMMRQ1qscI @ajassy @Amazon @bhorowitz @eriktorenberg

BofA 2H26 survey on AI with ~300 CIOs: "~17% already see AI ROI, additional 31% expect to see it in 12 months As AI projects move into production, the next test is whether they deliver measurable returns. Enterprise-wide ROI is already reported by 17.2% of respondents, with another 31.4% expecting it within 12 months. Combined, 48.6% see current or near-term returns, while 30.7% expect them in one to two years." "91.2% of respondents increased their AI compute use over the past 12 months, and 54.0% increased it significantly." $NVDA $GOOGL $META $MSFT $AMZN

Treasury Issues Proposed Rule to Implement Comprehensive Outbound Investment National Security Act https://home.treasury.gov/news/press-releases/sb0667/ seem surprisingly tough on China-related investments. comments open until 12.7 so oculd be watered down.Sol's take https://chatgpt.com/s/t_6ada8d5a081c8191b5b5ccce2bd16bdc Likely lots of heartburn for some VCs and Pharma firms tonight. Surprised the lobbyists were not more successful, but still time between now and 12.7

https://x.com/i/article/2106118739963916288

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

Today, a16z Crypto is becoming a16z Frontier. Since joining a16z in 2013, @cdixon has focused on technologies that look futuristic well before they reach the mainstream. Those themes led to investments in Oculus, Skydio, Zipline, Coinbase, Solana, and Uniswap. Frontier expands that mandate beyond crypto to back "outer planet" founders who are building new technologies and creating markets that may take years to develop. Chris joins @pmarca, @bhorowitz, and @eriktorenberg to discuss why crypto has become part of the broader tech landscape, why Frontier fills a hole in the firm's architecture, and why they'd rather be too early than too late. They also get into why the gap between AI-native startups and incumbents is the widest Marc has ever seen, how AI could pull forward 20 years of frontier technology, why stablecoins may become the way AI agents pay each other, how AI is breaking the internet's business model, and why today's 18-year-olds are about to become superhumans. 0:50 Introducing a16z Frontier 2:49 Smartphone parts to drones and VR 4:47 Backing the "outer planets" 7:11 Good ideas that look like bad ideas 10:43 The JP Morgan photo in Marc's office 15:13 Good tech ideas eventually work 16:53 AI may pull tech 20 years forward 18:18 The widest AI gap Marc's ever seen 22:06 Workers adopt AI before companies do 26:32 Old use cases vs. AI-native ones 30:08 Beyond "product manager brain" 34:45 AI can reverse engineer any hardware 38:23 The case for open source AI 46:36 How AI breaks the internet's model 49:11 VR, homebrew hacking, multiplayer AI 54:00 If you're 18, study "modern alchemy" YouTube: https://youtu.be/-9XQMHhpypc Not an offer or solicitation. None of the information herein should be taken as investment advice; Some of the companies mentioned are portfolio companies of a16z. Please see http://a16z.com/disclosures for more information. A list of investments made by a16z is available at http://a16z.com/portfolio.

American chattering classes love to hate our country’s financial services sector, but mark my words: the depth and versatility of U.S. capital markets will be our mightiest weapon in the singularity. Anti-finance sentiment, still fashionable on both left and right, is low IQ.

Can AI Pay for Itself? When the revenue covers the bill, why a rented gigawatt is not the problem, and what still has to happen https://www.thediligencestack.com/p/can-ai-pay-for-itself