EP.9 黄金石油大宗上涨，算力爆炸与瓶颈，FSD

【本期背景】播客迎来一位新主播Vincent的加入！过去十年，他作为某著名对冲基金的基金经理，对于中美二级市场和宏观市场有丰富的研究。年前我们和嘉宾B哥讨论到的高息/能源板块，今年表现强劲，黄金、石油、大宗商品也上涨很多，我们简单讨论了背后的逻辑，以及今年美国降息的潜在变数。我们也聊到了在通往AGI之路上算力量级的暴涨和黄氏定律，以及潜在的瓶颈；同时对特斯拉的FSD做了一些不客观的点评。时长原因，关于AI和BTC对于能源的消耗和基建的要求，以及BTC的减半行情放到了下期，我们晚些放出。【时间索引】01:38黄金、大宗商品和能源和通胀的关系09:13美国经济的实际情况13:16闲聊两句Trump的政治定位20:53油价为什么涨24:27黄金为什么涨32:17大宗为什么涨35:36带来需求的新变量-AI36:59继续信仰Scaling Law39:43通向AGI，模型还要Scale多大41:35硬件瓶颈，黄氏定律的提出46:02聊到特斯拉的FSD49:41特斯拉目前是好的买点吗53:34AGI太重要，各大公司愿意砸钱加速它的到来【BGM】《Sparkle》，山下达郎--------本播客所有言论仅代表个人观点，且不构成任何投资建议

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