EPISODE · Aug 12, 2026 · 33 MIN
态势感知失速：硅谷天才为何没看清自己的态势？
from AI每周谈
雷达看到传送门：https://www.xiaoyuzhoufm.com/podcast/67b8446e8671d63e9246014d我们开通小红书啦！欢迎在小红书搜索【AI每周谈】关注我们这期节目我们复盘【态势感知】（Situational Awareness）基金的崛起与急转直下。利奥波德提前看见AI基础设施浪潮，却因为集中持仓和高杠杆，在SK海力士等核心资产下跌时遭遇流动性危机。对比巴菲特与芒格，我们也想聊一聊贝叶斯更新、长期判断与资金结构：看对未来还不够，更重要的是拥有等待未来兑现的能力。真正稳健的进步，是日进一步，而不是日进百步。欢迎大家收藏我们在网易云音乐的通勤歌单：（在网易云直接搜“AI每周谈”也可以！）点这里收藏【AI每周谈】通勤歌单本节目及相关内容归 AI每周谈 所有。未经授权，不得转载、搬运或用于商业用途。本节目内容仅供信息分享与学习参考，不构成任何投资建议。© 2026 AI每周谈。保留所有权利。在小宇宙查看该单集文稿
Embed this episode
Ready to play
态势感知失速：硅谷天才为何没看清自己的态势？
0:00
33:15
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of AI每周谈?
This episode is 33 minutes long.
When was this AI每周谈 episode published?
This episode was published on August 12, 2026.
Can I download this AI每周谈 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!