This is reliable!

The core factors behind my 34,000 tweets over the past four years can be summarized in two points:

1️⃣ Feynman technique: grasp the things studied and learned, write them down, use the Feynman technique, and express it as simply as possible after learning. If everyone can understand it, then I have learned it.

2️⃣ Alleviating anxiety: write down some anxious things or even display them for everyone to see and participate in discussions, which leads to a deeper understanding of both anxiety itself and the issues at hand.

I wonder if Wang Chuan @Svwang1 also felt anxious due to the semiconductor and AI surge in May and used this article to alleviate that anxiety. However, fundamentally and in data, this indeed explains the problem better. In AI, we cannot get carried away; we need to learn from the experience of the tech bubble burst.

Of course, eventually, the AI bubble will definitely burst; this is a result of human nature. Bubbles are necessary and an inevitable path. The valuation of model companies may be inflated, but data centers, computing power, electricity, storage, and reasoning infrastructure may indeed have been built ahead of time.

However, we must ensure that our investments do not vanish with the bubble; we need to have clear awareness!

The original text is here: https://mp.weixin.qq.com/s/viJ98mVXlISSYoCrcRWibw

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