About this episode
“2025???????GDP???????????????????”
“??????????????GDP?????0.1%?”
——??????????·???Jason Furman?
?????????OpenAI????????????????IPO?????????????1.4????????????????????
???????????????????????????????????????????????10?27??OpenAI????????????2024??????429??????????51??????????AI???????????
????????????????????????????????????????????????????????????????????AI???????????????????????????
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?????101?????????
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????Ethan Xu?????????????????????
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?JJLake?????
JJLake?????Mountain View????? + ??????????300????Oriza Holdings???????JJLake?????????????????????????????????????????????JJLake?????????????????????JJLake?????????
? ???yliu@jjlaker.com
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02:25 JJLake????
AI????????
04:43 OpenAI????????10??????100???????
06:36 xAI?Meta???????????????????
07:24 ???Google??????????????????
10:44 Power First????????“????”?????“????”??
13:43 ??????“????????”??????????????????????
15:59 ???????????????????????80%???
18:03 ???????????????????????????
??????????
21:14 AI?????????“???”???“???”
22:30 ??????20????????2?3??????
23:57 ??????????????????+???????
24:55 Sam Altman??????Oklo???????????
26:10 ??????????????????????
28:22 ???????????????????????
29:25 ?????????1???????500???
?????????
30:40 ?????????2028?????????70%??
34:52 ????????????????????????
37:17 ??????????????????????
-???????????????????1??????22%?1????????50???
-800V?????????????????0.6%???????????????????
42:54 ???????????????5%??????????????2030????
24:46 ????????????????8?10??
46:19 ?????????????????????????????
48:34 ????????????????
51:24 ???AI???????????100???????
??????
32:47 ?????????????xAI ????? Colossus 2 ?????????? 119?????????????????
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?????????????????????101 Weekly??
??-???? ?Andy and Bill’s Law????? “Andy gives, Bill takes away.” ???????CEO??·???????????CEO??·?????????????????????????????
?????Capacity Factor???????????????????????????????=?????/??????
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AMEI
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?BGM?
Orbit Calling - Experia
Un Piccolo Party - Martin Landstrom
Silent Approval - Howard Harper-Barnes
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??????101
?????Apple Podcast?Spotify????????????FM???FM???????QQ??
?????YouTube?Bilibili ?????101???
?????podcast@sv
