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Ben Bajarin· @BenBajarin · X·· 7 小时前AI 评分35
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更多想就此形成观点的人需要研读 Carlota Perez 的《技术革命与金融资本》,以及 Pástor 和 Veronesi 的《技术革命与股价》。

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More folks who want to form opinions on this need to study the writing of Carlota Perez - Technological Revolutions and Financial Capital and Pástor and Veronesi - Technological Revolutions and Stock Prices

引用Ted Zhang@TedHZhang
Stanley Druckenmiller once again predicted with tremendous foresight that the AI infrastructure buildout was like the railroad buildout and panic of 1873.
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来源:Ben Bajarin · x.com