小牛|11月 06, 2026 06:10
Can you even post this on WeChat Moments in China?
The AI bubble was a movement misjudged by Trump and misused by Jensen Huang, Ray Dalio, Dennis Altman, and Elon Musk.
Due to a lack of experience in building general artificial intelligence, an eagerness for quick results, and an exaggeration of the role of subjective will and scaling laws, without rigorous commercial validation, right-wing blind action characterized by high valuations, inflated benchmark scores, and a flamboyant style proliferated severely in Silicon Valley.
During this historical period known as the "Great Model Building Camp," various capital firms and tech giants engaged in massive "card-building communes," attempting to rapidly enter the ideal society of AGI through the fervor of "the bolder the people, the greater the output."
Many tech companies, detached from their actual business operations, sold off assets to hoard B300, engaging in rudimentary "model building."
This not only caused severe waste of computing power, power shortages, and a "GPU famine," but also led to countless startups suffering a devastating blow during the "battle of the hundred models," resulting in incalculable losses for the global technology and investment communities and the American people.
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