EPISODE · Nov 4, 2025 · 27 MIN
EP030 - AI泡沫會是什麼樣子的？
from SuperKuo · host Kuo Jerry
『AI股又創新高啦！AI又有新模型啦！ AI要取代人類啦 ！』我們都熟知擦鞋童理論，但是真的因為每個人滿口AI我們就進入泡沫了嗎？如果今天AI泡泡破掉，會是從哪裡開始破呢？最近聽到了很有趣的Datacenter-backed securities，這跟當年金融海嘯的Mortgage-backed securities 又有什麼相關呢？這集節目從回顧歷史來延伸思考AI泡沫可能的樣子！時間軸：0:00 閒聊 中西餐烹飪課程06:58 閒聊 英雄聯盟 on Kalshi：萬物皆可賭09:58 什麼是MBS? 什麼是REITS?14:21 金融海嘯 and Michael Burry20:50 Datacenter backed securities
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EP030 - AI泡沫會是什麼樣子的？
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