AI by the numbers-23页PPT solo episode artwork

EPISODE · Aug 9, 2026 · 33 MIN

AI by the numbers-23页PPT solo

from 屠龙之术

最近有做二级的好友找我去他们基金的策略会做分享,因为当天的演讲嘉宾中有专门讲述模型进展和算力需求变化的专家,他希望我的内容偏向AI商业化和场景落地的,所以有了今天的PPT……还有一点是,8月22-23日小宇宙也要在上海WHYS翡悦里举办一个线下的活动:先声信号塔22号那天我也会有一个小时的meetup环节,今天的内容其实也算22号活动的“前菜”。老规矩,PPT在我的ima数据库中,有需要可以去ima获取;屠龙之术VIP报告库 https://ima.qq.com/wiki/?shareId=7c732a68674e53edea8d17f9546ad5a2047e0c63985dde9d2592f2bb76fe43eb(想加粉丝群的请先+微信:rosicky311)下面正片开始……【时间线】01:28 标题的由来02:17 SP500的屡创新高03:51 AI股和软件股的分化04:34 老生常谈的CapEX05:43 AI最直接的收入体现:Cloud06:22 Anthropic和OpenAI的ARR07:38 Claude的场景扩散09:01 毛利的测算11:07 deepseek“斩杀线”12:41 Agent范式13:52 国内Agent相关数据整理14:49 一些关于国内Agent用户量的事实和推测16:16 一些更可信的数字18:39 “Infra”的意义21:05 ARR超过5亿美金的初创公司榜单23:17 一级市场Q2热门方向25:08 增长角度看国内AI应用26:35 那些“明星”27:54 Roblox的股价31:29 一切才刚开始32:15 当前最大的共识:一切皆loop33:23 致谢【播客简介】屠龙之术是一档关注科技、互联网、风险投资的播客,主播庄明浩是一个游走在互联网和风险投资行业的边缘人士。其工作多年所积累的认知似乎都成为了某种意义上的”屠龙之术“……或许某天再有新的“龙”出现的时候,就是这档播客停更之时。【ima知识库】屠龙之术VIP报告库 https://ima.qq.com/wiki/?shareId=7c732a68674e53edea8d17f9546ad5a2047e0c63985dde9d2592f2bb76fe43eb在小宇宙查看该单集文稿

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AI by the numbers-23页PPT solo

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