Ed Zitron、Gary Marcus 等 AI 怀疑论者小组讨论：AI 资本错配与科技巨头利润风险
The AI Demolition with Ed Zitron, Gary Marcus, Julien Garran, and Nobody Special
Ed Zitron、Gary Marcus、Julien Garran 与 Nobody Special 同台组成 AI 怀疑论者小组，讨论 AI 基建投入可能抹去科技巨头多少利润，并称这一数字令人震惊。小组还解读泄露的 Anthropic 文件、剖析科技巨头维持资金流的资产负债表操作，并追踪风险最终由谁承担。讨论另涉及 OpenAI 的一则故事，以及风波平息后的真正机会所在。
This panel is the AI skeptics' version of the '92 Dream Team: Ed Zitron, Gary Marcus, Julien Garran and Nobody Special, all on one stage. This is what you'll hear:
We run the math on how much of Big Tech’s profits this buildout could wipe out, and the number is staggering.
We go through the leaked Anthropic filing and the numbers that never made the headlines.
We expose the balance sheet games the biggest names in tech are now playing to keep the money flowing.
We follow the risk all the way down to who’s really holding it, and it’s probably you.
We cut through the “rogue AI” headlines and get to what’s actually going on.
And you’ll hear a story about OpenAI that you won’t believe until you hear it.
We also get into what the fallout looks like from here, and where the real opportunity sits once the dust settles.
I’ve called this the biggest misallocation of capital in history, and this panel shows you exactly why.
Watch it on Youtube here:
来源：Hacker News · AI · georgenoble.substack.com