Ben Bajarin· @BenBajarin · X·· 2 天前AI 评分39
AI 导读
没人有水晶球。这一次的需求扩散与历史上任何时点都不同，因为如今每个互联网用户/企业都有一台能使用 AI 的设备。 话虽如此——当投资者逐渐了解其潜力、且应用普及改变其风险特征时，价格确实可能呈现出类似泡沫的模式。这种模式在不确定性高、普及速度快时最为明显。
AI 生成摘要 · 以原文为准
正文
No one has a crystal ball. Demand diffusion this time is very different than any other point in time because every internet user/enterprise has a device to use AI today.
That said - prices can exhibit patterns that resemble bubbles as investors learn about its potential and adoption changes its risk characteristics. These patterns are strongest when uncertainty is high and adoption is fast.
We are about to experience the dot-com bust all over again. If this mania feels sustainable to you, you need to wake up and go touch some grass. AI will change the world, but it will be slowly over the next 20 years. Just like the internet. Hold on tight and keep cash on hand.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com