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我来赚钱了兄弟

我来赚钱了兄弟

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IP属地：浙江

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我来赚钱了兄弟

09-18 21:18

$高通(QCOM)$ 博通，英特尔都来30个点了，下次该你了吧

我来赚钱了兄弟

09-15

$苹果(AAPL)$ 比谷歌弱太多了

我来赚钱了兄弟

09-15

$高通(QCOM)$ 像老特学习啊

我来赚钱了兄弟

09-15

！

@第N次大变革大分流:大道至简：AI agent赛道的赢家极有可能还是股民们熟悉的蓝筹巨头

我来赚钱了兄弟

09-15

$美团-W(03690)$ 烂货

我来赚钱了兄弟

09-12

收盘价24

我来赚钱了兄弟

09-12

$高通(QCOM)$ 可以涨了，把半导体带起来

我来赚钱了兄弟

09-08

$京东(JD)$ 烂货

我来赚钱了兄弟

09-05

$京东(JD)$ 东子天天戴绿帽

我来赚钱了兄弟

09-03

$京东(JD)$ 东子又要被绿一晚上

我来赚钱了兄弟

09-01

$京东(JD)$ 奶茶套我久矣

我来赚钱了兄弟

08-30

投资赚钱，不能急于求成！

我来赚钱了兄弟

08-30

$京东(JD)$ 看看你BABA，大强子不争气啊，把跌的脸丢完了

我来赚钱了兄弟

08-29

$京东(JD)$ 被阿里完虐

我来赚钱了兄弟

08-29

$京东(JD)$ 今晚大强子被他BABA完虐！

我来赚钱了兄弟

08-29

$谷歌A(GOOGL)$ 创新高，不错！

我来赚钱了兄弟

08-29

$京东(JD)$ 东子被绿了一夜

我来赚钱了兄弟

08-28

$京东(JD)$ 东子天天绿，难道奶茶跟人跑了！

我来赚钱了兄弟

08-28

$京东(JD)$ 东子跪了一夜，奶茶头也不回就走了

我来赚钱了兄弟

08-27

$京东(JD)$ 奶茶还没感觉，东子一泻千里！

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但是，几个细分领域中，LLM大模型的军备竞赛可是要烧钱的，能烧得起的也就股民们耳熟能详的那些巨头。至于专业领域的AI模型（例如细分工业领域的专用AI）的开发，也需要深厚的专业知识积累、大量的实验数据，是一个耗时耗力的精心过程，往往局限于细分相关行业的原有佼佼者。要想复刻以前Web 2.0时代那样靠着一个抽象的idea和几卷PPT就能拉到一批天使投资和ABC轮融资，难度是越来越高的。 数据中心的建设成本不断升高，承租方的算力需求和开支也不断上涨 事实上，既缺乏细分行业领域的专业技术功底，又没有雄厚资金实力的小型创业团队，想在AI赛道打赢持久战，也确实看不到多少赢面，唯一对这类创业团队相对友善的AI赛道细分领域也就AI agent了，而这类团队，恰恰是当前市场上最常见的类型。 这几年科创领域的职业投资人也变得成熟，在慢慢拨开各种行业新造词汇的外衣后，对于这个现实的认知也越来越清晰，没那么容易被2023年AI大潮初期的各色PPT轻易忽悠了。这种Web 2.0时代的典型创业团队，如果缺乏细分行业领域的专业知识功底，只能在AI agent赛道拼凑idea，挖掘需求，就算目前实在没有需求也要画出未来需求。 这年头的商业企划书的模板领域也开始卷出新赛道了 成熟于Web 2.0时代的那套‘打通数据链’的叙事方式和营销卖点，至今依然有效。因此，现在无论一级市场，还是二级市场，从项目数量上归纳，最多的就是AI agent，绝大多数不会触及模型的训练，大多不会触及模型工具层，也没太多复杂的后端算法，总结起来，就是一套提示词工程+基于API的复杂套壳+校验机制。 这套技术组合，真的有什么高壁垒和高门槛吗？一个做互联网的团队就可以去完成，都不需要动用数学领域和专业领域的技术，多数情况","text":"最近这两年，全球AI相关赛道的创业者如过江之鲫，在写字楼里面随便碰到的一位投资掮客，都有可能大谈All in AI。 但是，几个细分领域中，LLM大模型的军备竞赛可是要烧钱的，能烧得起的也就股民们耳熟能详的那些巨头。至于专业领域的AI模型（例如细分工业领域的专用AI）的开发，也需要深厚的专业知识积累、大量的实验数据，是一个耗时耗力的精心过程，往往局限于细分相关行业的原有佼佼者。要想复刻以前Web 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agent赛道的赢家极有可能还是股民们熟悉的蓝筹巨头","htmlText":"最近这两年，全球AI相关赛道的创业者如过江之鲫，在写字楼里面随便碰到的一位投资掮客，都有可能大谈All in AI。 但是，几个细分领域中，LLM大模型的军备竞赛可是要烧钱的，能烧得起的也就股民们耳熟能详的那些巨头。至于专业领域的AI模型（例如细分工业领域的专用AI）的开发，也需要深厚的专业知识积累、大量的实验数据，是一个耗时耗力的精心过程，往往局限于细分相关行业的原有佼佼者。要想复刻以前Web 2.0时代那样靠着一个抽象的idea和几卷PPT就能拉到一批天使投资和ABC轮融资，难度是越来越高的。 数据中心的建设成本不断升高，承租方的算力需求和开支也不断上涨 事实上，既缺乏细分行业领域的专业技术功底，又没有雄厚资金实力的小型创业团队，想在AI赛道打赢持久战，也确实看不到多少赢面，唯一对这类创业团队相对友善的AI赛道细分领域也就AI agent了，而这类团队，恰恰是当前市场上最常见的类型。 这几年科创领域的职业投资人也变得成熟，在慢慢拨开各种行业新造词汇的外衣后，对于这个现实的认知也越来越清晰，没那么容易被2023年AI大潮初期的各色PPT轻易忽悠了。这种Web 2.0时代的典型创业团队，如果缺乏细分行业领域的专业知识功底，只能在AI agent赛道拼凑idea，挖掘需求，就算目前实在没有需求也要画出未来需求。 这年头的商业企划书的模板领域也开始卷出新赛道了 成熟于Web 2.0时代的那套‘打通数据链’的叙事方式和营销卖点，至今依然有效。因此，现在无论一级市场，还是二级市场，从项目数量上归纳，最多的就是AI agent，绝大多数不会触及模型的训练，大多不会触及模型工具层，也没太多复杂的后端算法，总结起来，就是一套提示词工程+基于API的复杂套壳+校验机制。 这套技术组合，真的有什么高壁垒和高门槛吗？一个做互联网的团队就可以去完成，都不需要动用数学领域和专业领域的技术，多数情况","listText":"最近这两年，全球AI相关赛道的创业者如过江之鲫，在写字楼里面随便碰到的一位投资掮客，都有可能大谈All in AI。 但是，几个细分领域中，LLM大模型的军备竞赛可是要烧钱的，能烧得起的也就股民们耳熟能详的那些巨头。至于专业领域的AI模型（例如细分工业领域的专用AI）的开发，也需要深厚的专业知识积累、大量的实验数据，是一个耗时耗力的精心过程，往往局限于细分相关行业的原有佼佼者。要想复刻以前Web 2.0时代那样靠着一个抽象的idea和几卷PPT就能拉到一批天使投资和ABC轮融资，难度是越来越高的。 数据中心的建设成本不断升高，承租方的算力需求和开支也不断上涨 事实上，既缺乏细分行业领域的专业技术功底，又没有雄厚资金实力的小型创业团队，想在AI赛道打赢持久战，也确实看不到多少赢面，唯一对这类创业团队相对友善的AI赛道细分领域也就AI agent了，而这类团队，恰恰是当前市场上最常见的类型。 这几年科创领域的职业投资人也变得成熟，在慢慢拨开各种行业新造词汇的外衣后，对于这个现实的认知也越来越清晰，没那么容易被2023年AI大潮初期的各色PPT轻易忽悠了。这种Web 2.0时代的典型创业团队，如果缺乏细分行业领域的专业知识功底，只能在AI agent赛道拼凑idea，挖掘需求，就算目前实在没有需求也要画出未来需求。 这年头的商业企划书的模板领域也开始卷出新赛道了 成熟于Web 2.0时代的那套‘打通数据链’的叙事方式和营销卖点，至今依然有效。因此，现在无论一级市场，还是二级市场，从项目数量上归纳，最多的就是AI agent，绝大多数不会触及模型的训练，大多不会触及模型工具层，也没太多复杂的后端算法，总结起来，就是一套提示词工程+基于API的复杂套壳+校验机制。 这套技术组合，真的有什么高壁垒和高门槛吗？一个做互联网的团队就可以去完成，都不需要动用数学领域和专业领域的技术，多数情况","text":"最近这两年，全球AI相关赛道的创业者如过江之鲫，在写字楼里面随便碰到的一位投资掮客，都有可能大谈All in AI。 但是，几个细分领域中，LLM大模型的军备竞赛可是要烧钱的，能烧得起的也就股民们耳熟能详的那些巨头。至于专业领域的AI模型（例如细分工业领域的专用AI）的开发，也需要深厚的专业知识积累、大量的实验数据，是一个耗时耗力的精心过程，往往局限于细分相关行业的原有佼佼者。要想复刻以前Web 2.0时代那样靠着一个抽象的idea和几卷PPT就能拉到一批天使投资和ABC轮融资，难度是越来越高的。 数据中心的建设成本不断升高，承租方的算力需求和开支也不断上涨 事实上，既缺乏细分行业领域的专业技术功底，又没有雄厚资金实力的小型创业团队，想在AI赛道打赢持久战，也确实看不到多少赢面，唯一对这类创业团队相对友善的AI赛道细分领域也就AI agent了，而这类团队，恰恰是当前市场上最常见的类型。 这几年科创领域的职业投资人也变得成熟，在慢慢拨开各种行业新造词汇的外衣后，对于这个现实的认知也越来越清晰，没那么容易被2023年AI大潮初期的各色PPT轻易忽悠了。这种Web 2.0时代的典型创业团队，如果缺乏细分行业领域的专业知识功底，只能在AI agent赛道拼凑idea，挖掘需求，就算目前实在没有需求也要画出未来需求。 这年头的商业企划书的模板领域也开始卷出新赛道了 成熟于Web 2.0时代的那套‘打通数据链’的叙事方式和营销卖点，至今依然有效。因此，现在无论一级市场，还是二级市场，从项目数量上归纳，最多的就是AI agent，绝大多数不会触及模型的训练，大多不会触及模型工具层，也没太多复杂的后端算法，总结起来，就是一套提示词工程+基于API的复杂套壳+校验机制。 这套技术组合，真的有什么高壁垒和高门槛吗？一个做互联网的团队就可以去完成，都不需要动用数学领域和专业领域的技术，多数情况","images":[{"img":"https://community-static.tradeup.com/news/1d70d003ad82ce5098bee7e2e6e29e4f","width":"779","height":"604"},{"img":"https://community-static.tradeup.com/news/a045cb41dfbd51442b43ac935e5e4714","width":"974","height":"556"},{"img":"https://community-static.tradeup.com/news/50ed448dfa2fca170bfe331b32853bd5","width":"919","height":"755"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477823431246160","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5451,"gmtBegin":1757662411909,"gmtEnd":1758266812272,"type":1,"upper":1,"title":"你会将降低蓝筹的投资比例去追求小盘股吗？","choices":[{"id":18466,"sort":1,"name":"会","userSize":8,"voted":false},{"id":18467,"sort":2,"name":"不会","userSize":3,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476303810560080,"gmtCreate":1757288796886,"gmtModify":1757294098607,"author":{"id":"3496125378238627","authorId":"3496125378238627","name":"我来赚钱了兄弟","avatar":"https://static.tigerbbs.com/2d4e445fe7131d9b456b90d3e72e743d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496125378238627","authorIdStr":"3496125378238627"},"themes":[],"htmlText":"<a 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