华尔街激辩AI：万亿泡沫还是造富盛宴？
《大空头》原型主持，顶级分析师激辩AI资本泡沫！万亿开支能否回本？大模型护城河崩塌？SaaS末日谁赢谁输？英伟达、微软稳了？Salesforce危险？谷歌甲骨文估值怎么看？
The skinny
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《大空头》原型主持，顶级分析师激辩AI资本泡沫！万亿开支能否回本？大模型护城河崩塌？SaaS末日谁赢谁输？英伟达、微软稳了？Salesforce危险？谷歌甲骨文估值怎么看？
The skinny isn't ready yet — notes appear once the transcript is processed.