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Jonathan Ross

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Generative AI 1012026-01-1407 minThe Politicrat2026-01-102h 27Raleigh News Today | 2 Min News | The Daily News Now!2026-01-0901 minPhoenix News Today | 2 Min News | The Daily News Now!2026-01-0801 minPaul Weller Fan Podcast2025-10-2253 min跨国串门儿计划
跨国串门儿计划#261. 算力即国力:Groq CEO Jonathan Ross揭秘AI时代能源、芯片与经济的未来格局📝 本期播客简介本期播客我们克隆了深度对话Groq创始人兼CEO Jonathan Ross。他提出了一个颠覆性观点:哪个国家掌握了算力,哪个国家就能主导AI,而这背后离不开能源的支撑。Jonathan将当下AI市场比作早期石油开采,充满机遇与不确定性,并大胆预测英伟达市值五年内有望突破十万亿美元。他强调,算力需求永无止境,若OpenAI和Anthropic能获得双倍推理算力,其营收在一个月内就能翻番,因为算力是限制他们增长的关键瓶颈。作为Groq的掌舵者,Jonathan揭示了公司如何通过独特的供应链优势,在六个月内交付客户所需的算力,远超行业普遍的两年周期,从而帮助客户摆脱算力短缺的困境。他更深入探讨了AI对经济的深远影响,认为AI将带来巨大的通缩压力,促使人们减少工作时间,并创造出我们今天无法想象的新兴职业,最终导致劳动力短缺,而非失业潮。同时,他也犀利指出欧洲在能源和AI算力建设上的滞后,并呼吁各国政府积极行动,否则将面临被新经济边缘化的风险。Jonathan Ross的洞察力将带您重新审视AI的本质、市场格局与未来走向,挑战您对AI泡沫、芯片霸权和经济变革的固有认知,绝对不容错过。翻译克隆自:Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN👨‍⚕️ 本期嘉宾Jonathan Ross,Groq的创始人兼CEO。他是一位在AI芯片和系统领域具有深远影响力的领导者,曾主导谷歌TPU的开发。⏱️ 时间戳00:00 开场 & 播客简介AI市场与算力瓶颈00:02:56 AI市场:泡沫与聪明钱的动向00:03:00 巨头投入与真实回报:微软的GPU策略00:04:16 AI市场:早期石油开采与价值集中00:04:25 Nvidia市值预测:五年内或达十万亿美元00:11:38 算力瓶颈:OpenAI/Anthropic收入翻倍的秘密00:12:10 速度至上:AI响应速度对用户体验和品牌价值的影响00:13:09 速度的重要性被低估:互联网早期经验的启示芯片战争与供应链优势00:14:14 自研芯片的挑战:软件与行业发展更难追赶00:15:20 Nvidia的HBM买方垄断与产能限制00:16:51 掌控命运:自研芯片的真正价值与动机00:18:10 HBM市场与芯片自研的难度00:23:31 Groq的独特价值主张:6个月交付算力,打破行业两年周期00:25:28 两年芯片周期在AI时代是否还有意义?00:26:22 AI主导者优势:模型为硬件设计AI、能源与地缘政治00:31:34 美国在AI算力上的优势00:31:56 中国的能源策略与补贴00:32:58 开源模型与提示词兼容性:Anthropic的策略00:34:37 能源需求:核能与可再生能源的潜力00:35:25 欧洲的“不作为错误”:能源与AI发展的滞后00:38:10 欧洲如何追赶:挪威风能、沙特合作与政府行动00:39:53 算力即国力:能源是AI主导权的核心00:40:08 欧洲的AI鸿沟:是时候行动了00:41:04 欧洲经济的未来:若不行动将面临边缘化00:41:23 模型主权不足以取胜:算力是根本AI对经济与劳动力市场的影响00:47:24 AI将导致大规模劳动力短缺而非失业潮00:47:49 AI带来的巨大通缩压力00:48:39 新工作与新行业:历史的类比与未来展望00:50:48 “凭感觉编程”的未来:编程将成为人人必备的技能商业策略与市场展望00:52:30 利润率的重要性:稳定与竞争护城河的平衡00:53:14 Groq的利润率策略:通过低利润率建立客户资产00:54:03 杰文斯悖论:算力需求永无止境00:55:14 降低成本与扩大潜在市场00:57:10 市场估值:价值投资与“选美比赛”00:58:12 AI对经济的贡献:增加劳动力00:58:46 短期市场波动与长期价值01:00:47 人才竞争与经济过热:AI创业环境01:01:33 科技巨头的AI转型:谷歌的结构性优势与挑战01:03:01 哪家巨头最让你印象深刻?01:04:19 谷歌的AI应用困境与分销优势的消失01:04:51 OpenAI和Anthropic的未来估值:被严重低估01:06:56 AI实验室与科技巨头的未来关系:走向多元化01:07:34 Groq的战略选择:不与客户竞争模型Groq的融资与未来01:08:48 Groq融资7.5亿美元,估值近70亿01:09:05 硬件公司的盈利能力与保守回报周期01:10:06 利润率与业务稳定性:Groq的平衡之道01:11:18 五年后的芯片市场格局预测:Nvidia与新玩家01:13:05 Groq的未来:无限算力生产能力与市场潜力01:13:35 市场对Groq的误解:多用户支持与SRAM成本效益01:16:41 Groq的风险承担:加倍供应链建设01:18:35 上市计划:专注于执行而非市场炒作快问快答01:19:09 英伟达最大的误解:Cuda锁定并非推理护城河01:19:36 如果今天创立Groq,会做什么不同?01:21:43 Larry Ellison和甲骨文的惊人崛起01:22:29 投资者应在何处贪婪,何处恐惧?01:
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