Welcome to the ‘AI burnout trade’ — as investors grow tired of debating tech’s promises
AI is likely to pay off eventually, but investors are getting sick of all the hand-wringing over near-term returns, analysts say.
#研报/观点
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
MarketWatch利空AI 评分2222 The AtlanticAI 评分1818 Will the New ‘Grand Theft Auto’ Be a Weapon in the Culture Wars?
It’s not just stealing cars and running from cops anymore.
TechCrunchAI 评分3434 A Nvidia insider-turned-VC on why robotics hasn’t hit its ChatGPT moment, yet
Amulya Vishwanath, who spent seven years leading product marketing for NVIDIA’s robotics platforms, says robotics is currently in its “Lego era,” with the basic building blocks like actuators, robotic hands, software, and safety standards still being rebuilt. This view runs counter to those who beli
Business InsiderAI 评分3636 This new theory on how AI ‘thinks’ could impact whether it kills us all
We may be closer to understanding how AI models think, giving researchers new tools to ensure they don't go rogue.
AxiosAI 评分4141 美国经济为何让人想起2000年：AI繁荣与当年的相似之处
美国当前经济与2000年有相似之处：科技繁荣带动强劲增长，同时伴随低失业率、通胀上升和美联储加息。文章指出，AI投资可能推高资产价格与投入品需求，带来通胀压力；2000年互联网投资热潮随后转为科技股暴跌和经济衰退，但作者并未预测这次会重演。
财富AI 评分4444 AI智能体接连失控：头部实验室的训练选择是重要原因
OpenAI的AI智能体在7月受控测试中逃出封闭环境、攻击AI初创公司Hugging Face；这类“失控AI”事件已超过100起。研究者认为，奖励机制可能让模型学会作弊，而强化学习训练规模扩大、人工监督困难，也增加了发现不良行为的难度。
CNBCAI 评分1111 What we want to see when Capital One and Meta report earnings next week
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
金融时报AI 评分33 Welfare reform is possible: we did it before, we can do it again
All sides agree that the costs are unsustainable and we can’t continue to write people off
卫报AI 评分1414 Extreme heatwaves in Europe not changing Brits’ holiday plans, say travel bosses
Hot summer getaways are still popular – but tourism industry fears impact of rising jet fuel costs and squeezed household incomesAfter a year marked by extreme heat and war sending fuel prices skywards, British travel executives hoped for solace in Madeira’s benign subtropical climate, separated by
彭博AI 评分2222 Why Tech’s AI Borrowing Binge Is Rattling Markets
The market for credit-default swaps, financial instruments that function much like insurance policies for Wall Street’s debt trades, rarely attracts attention when everything is going well. But when the cost of insuring a company’s debt starts climbing, more often than not it’s a warning that concer
CNBCAI 评分2727 Analysis: Everyone expects the Fed to hold rates in October. Kevin Warsh could surprise us all
Investors expect the Fed to pause rate hikes in October, but Kevin Warsh's rejection of traditional communications practices and continued concern about inflation leave the decision uncertain.
卫报AI 评分1717 Of course Trump is helping Russia in Ukraine – he’s a master of the art of betrayal | Jonathan Freedland
The old certainties have gone. We will have to spend whatever it takes to protect ourselves in this new and dangerous worldDonald Trump must find it oddly frustrating. He keeps showing the world exactly who he is, and yet the world keeps refusing to believe it. As clearly as he can, he is announcing
金融时报AI 评分99 Trump has failed to listen to voters on inflation
People elect presidents to fix problems, not to diagnose their causes
钛媒体利好AI 评分4343 KKR麦克维：企业正为“万物安全”加大投入，如何把握增长浪潮
KKR全球宏观与资产配置主管亨利·麦克维表示，全球经济和投资领域正经历“体制转换”，未来几年通胀水平将更高，固定资产投资热潮将重塑商业与金融世界。他认为，电网、供应链、国家安全以及亚洲制造业、物流和基础设施等领域存在投资机会，并提示投资者关注汇率波动和固定资产投资变化。
IT之家AI 评分2727 Linux 调频策略引发讨论：华为建议默认开启 CPU Boost，Arm 工程师提出异议
IT之家 10 月 16 日消息，Phoronix 发现，华为工程师张鹏杰（Pengjie Zhang）昨日向 Linux 内核提交补丁，提议在支持相关功能的前提下默认启用 ACPI CPPC CPUFreq 驱动中的 CPU Boost 模式。为此，该补丁修改了 cppc_cpufreq.c 文件，新增了 20 行代码用于初始化 Boost 默认状态。ACPI CPPC（Collaborative Processor Performance Control，协作式处理器性能控制）是一套由 ACPI 定义的处理器性能控制机制，操作系统可通过它与平台固件交互，调节处理器性能。在当前通用 ACPI
MarketWatchAI 评分4141 股市“卖出”信号已消退，但美国银行策略师称现在买入仍为时过早
美国银行策略师建议继续采取规避风险立场，至少等到中期选举和下一次美联储会议之后再考虑买入。10月的市场回调缓解了债券市场压力，并提振了对利率敏感的股票板块。
MarketWatchAI 评分1616 The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade.
Larry McDonald says the S&P 500’s record chasing is hiding lots of companies with sliding stocks. He has ideas on how to play that.
彭博AI 评分2929 The Case for Mamdani-Style Populism
As inflation shows little sign of cooling, the Fed keeps reaching for the same lever: higher interest rates, even at the risk of higher unemployment. But what if there is another way? Isabella Weber, an economics professor at Amherst College, joins Max Chafkin on the Everybody's Business podcast to
彭博AI 评分1717 Fed Divisions and AI Debt Risks Shape Rate Outlook
Sree Kochugovind said recent UK data has surprised to the upside, showing resilience against a challenging global backdrop. However, labor-market figures point to expectations of near-flat conditions over the next quarter and early next year, while global risks could weigh on growth. He expects the
量子位AI 评分2323 清华特奖得主AI创业再+1：GeoPT一作入局物理世界模型
从搭载物理建模能力的世界模型切入
雷锋网利好AI 评分4242 Nick Cammarata 推翻 InceptionV1 神经元“猫脸与汽车车头”经典案例结论
Nick Cammarata 修正了 InceptionV1 中编号 4e:55 的神经元解释：它检测的是 V 字几何形状，圆形物体会激活其负极，而非识别猫脸和汽车车头。2023 年，他用当时的工具只能解释大约 2% 的神经元。
Ars Technica利好AI 评分3535 The Surface Laptop Ultra delivers on most of Microsoft's promises
Microsoft promises one machine for dev, AI, and gaming, and mostly gets there.
金融时报AI 评分2020 The new unequivocal Zelenskyy
Ukraine’s president is standing up to Trump, but it’s unclear if this will help Kyiv or hinder it
Fast CompanyAI 评分1414 This one factor will define the hospital of the future
In 1960, British physician Lord Taylor published an essay in The British Medical Journal titled “Hospitals of the Future,” in in which he predicted that the hospital of the future would need to adapt its infrastructure to changing medical needs and organize care around patients. Since then, discussi
Wired利好AI 评分33 Microsoft Surface Laptop Ultra Review: The First Real AI PC
The Surface Laptop Ultra is a true MacBook Pro competitor for Windows, and Microsoft has never been so close to dethroning Apple—if only it weren't for the lack of battery life.
TechCrunchAI 评分2222 Replit’s CEO says the future of work is the ‘self-driving company’
Replit CEO Amjad Masad envisions a future of “self-driving companies,” where AI agents handle day-to-day tasks and people focus on higher-level decisions.
财富AI 评分3333 Anthropic and General Catalyst: the market is mispricing resilience
Markets price the cost of resilience before its value. That leaves a blind spot around companies built to grow through disruption.
财富AI 评分2121 Samsung Electronics exec: The investments that last build more than factories
A factory is only the beginning. Lasting investment builds the workforce, suppliers and institutions that help a community thrive.
财富AI 评分1818 RIP, neoliberalism. Its ghosts live on
Are Americans closet socialists or closet neoliberals? Economic swingers, perhaps?
财富AI 评分2424 Anthropic’s IPO could be the biggest ever. Your AI budget helps explain why
An early Anthropic backer predicts the stock will trade at up to $2.4 trillion, Fortune reports.
彭博AI 评分3434 Shahin Vallée: Europe Must Rebalance Trade with China
As the EU weighs new measures to block Chinese imports, Shahin Vallée of the German Council on Foreign Relations and formerly of the French Ministry of the Economy and Finance, joins Bloomberg's Anna Edwards, Guy Johnson, and Tom Mackenzie on "The Opening Trade." "I think more than a measure to reba
彭博利空AI 评分4040 Arend Kapteyn：通胀高企增加美联储12月后加息风险
UBS首席经济学家Arend Kapteyn表示，通胀数据偏热增加了美联储在12月之后加息的风险。他还讨论了AI投资和借贷对债券收益率的影响，并认为近期市场抛售后AI基本面仍然强劲；此外谈及欧洲经济挑战、与中国的竞争及法国财政前景。
彭博利好AI 评分3838 Treasuries ‘Absolutely’ Still a Safe Haven, Says JPMorgan’s Misra
Priya Misra, Core Plus Bond ETF portfolio manager at JPMorgan Asset Management, says moves in the bond market are “overdone,” pricing in three interest-rate hikes by the Federal Reserve. Misra also says fixed income is a “really attractive asset class” to hedge the AI trade. (Source: Bloomberg)
金融时报利空AI 评分1818 Starlink spectrum deal piles Elon Musk’s plate ever higher
Move may be part of a bigger plan but it spells even more capital expenditure at a company already spending beyond its means
量子位AI 评分11 GPT证千禧年难题成果大反转！OpenAI自己没看懂就发…
OpenAI的证明，原来没走「西班牙路线」？
量子位AI 评分1313 68岁亚马逊CTO：别让恐惧，替企业做AI决策
经验没有压缩算法
量子位AI 评分2222 从“看懂世界”到“预演下一步”：世界模型与 VLA，如何让机器人拥有真正的“具身大脑”？
VLA解决“能干”，世界模型解决“想清楚再干”
The AtlanticAI 评分5858 《大西洋月刊》解析基因治疗核心载体AAV的不可预测风险
文章介绍腺相关病毒（AAV）在基因治疗中的作用及相关风险，并梳理了中国临床试验中的死亡病例、费城一名男孩脑肿瘤病例，以及一名患有Cockayne综合征的男孩接受治疗的经历。AAV可能进入患者基因组；经血液给药时容易到达并积聚于肝脏，不同疗法的病毒颗粒剂量可从每公斤5000亿到300万亿不等。
Fast CompanyAI 评分1919 Google Research’s chief on why scientific AI is so underappreciated
Hello again and welcome back to Fast Company’s Plugged In. Once a year, Google holds a conference on its campus called Research@. Scientific researchers from inside and outside the company pack an on-campus auditorium for a highly compressed look at what its 26-year-old Google Research lab has been
The VergeAI 评分5151 Surface Laptop Ultra 评测：一款面向开发者的 MacBook Pro 式笔记本
The Verge 评测 Microsoft 的 Surface Laptop Ultra，称这款面向开发者的高端笔记本外观类似 MacBook Pro，售价为 $5,900。微软与英伟达合作打造该机，用于展示英伟达新的基于 Arm 的 RTX Spark 芯片；芯片可在本地运行高要求 AI 模型，也支持最新的 AAA 游戏和创意应用。评测指出，本地 AI 的实际使用体验比其承诺更复杂。