何币|Nov 05, 2026 16:37
The AI bubble was a movement misjudged by Trump and misused by Huang, Dalio, Altman, and Musk. Lacking experience in building general artificial intelligence, it was driven by a desire for quick results, exaggerating the role of subjective will and scaling laws, and failing to undergo rigorous commercial validation. This led to a rampant right-wing, impulsive movement in Silicon Valley characterized by inflated valuations, benchmark score manipulation, and a frenzied approach. During this historical period known as the "model-building frenzy," various capital firms and tech giants engaged in massive "card-building communes," attempting to achieve their ideal AGI (Automatic Gaining Intelligence) society in a short time through a frenzy of "the bolder the people, the greater the output."
Many tech companies, detached from their actual business operations, hoarded B300 GPUs, engaging in rudimentary "model-building." This not only caused severe waste of computing power, power shortages, and a "GPU famine," but also resulted in countless startups suffering the devastating consequences of the bubble bursting during the "hundred-model war," causing incalculable losses to the global tech and investment communities and the American people.
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