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What history tells us about the AI investment boom
回望历次科技投资热潮，看清AI泡沫与机遇的真实边界，理性押注未来。
Article URL: https://www.fa-mag.com/news/what-history-tells-us-about-the-ai-investment-boom-87567.html Comments URL: https://news.ycombinator.com/item…
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Teaching AI how people work is fraught with problems
揭示AI模仿人类工作流程的深层隐患，企业落地AI前必读。
Article URL: https://www.economist.com/business/2026/06/25/teaching-ai-how-people-work-is-fraught-with-problems Comments URL: https://news.ycombinator…
3
How to Share AI Riches
经济学人探讨AI浪潮下的财富分配之道，为投资者和政策制定者提供洞见。
Article URL: https://economist.com/finance-and-economics/2026/06/11/how-to-share-ai-riches Comments URL: https://news.ycombinator.com/item?id=48531099…
4
AI inequality: from GPU-poor to token-poor
从GPU匮乏到Token稀缺，揭示AI资源不平等的新维度
Article URL: https://adlrocha.substack.com/p/adlrocha-ai-inequality-from-gpu-poor Comments URL: https://news.ycombinator.com/item?id=48525226 Points: …
5
Economics of the AI Supercycle
斯坦福大学MS&E 435课程，从经济学视角拆解AI堆栈各层，每周邀请业界实践者分享洞察，深度剖析AI超级周期。
Article URL: https://mse435.stanford.edu/index.html Comments URL: https://news.ycombinator.com/item?id=48411683 Points: 2 # Comments: 0
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AI Budget Is Growing. Your Returns Aren't
AI投资预算飙升，但回报为何停滞不前？Bain深度剖析企业AI落地的效率陷阱与破局之道。
Article URL: https://www.bain.com/insights/your-ai-budget-is-growing-your-returns-arent-heres-why/ Comments URL: https://news.ycombinator.com/item?id=…
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SpaceX says it may issue ‘significant’ equity in ‘future transactions’
一键解析科技商业文章核心要点，支持追问和决策辅助，适合快速洞悉大公司战略动向
The company added a warning to prospective investors that a major dilution could be in the cards after it goes public.
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Does a trusted AI asset marketplace solve this issue?
分析AI巨头为何在营收前先给资产定价，揭示商业逻辑与市场趋势
Article URL: https://kimura.yumiwillems.com/p/why-ais-biggest-deals-price-assets Comments URL: https://news.ycombinator.com/item?id=48284874 Points: 2…
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演都不演？英伟达黄仁勋批评 CEO 以 AI 为由裁员“只是为了显得自己很聪明”
黄仁勋直言AI裁员借口太敷衍，称AI反而创造更多就业机会，炮轰CEO只为显得聪明。
5 月 26 日，据《商业内幕》报道，英伟达 CEO 黄仁勋 (Jensen Huang) 对一些将裁员归咎于 AI 的 CEO 提出了批评，认为这种说法“太敷衍”。 黄仁勋 黄仁勋周一在接受新加坡亚洲新闻台采访时表示：“我认为很多 CEO 将 AI 与失业联系起来，这种说法实在是太敷衍了。” “A…
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Your AI Frustration Is My Opportunity
从AI用户的挫败感中挖掘商业机会，痛点即新大陆。
Article URL: https://metedata.substack.com/p/012-your-ai-frustration-is-my-opportunity Comments URL: https://news.ycombinator.com/item?id=48171245 Poi…