我并不认为我们正处在一场 AI 泡沫之中。因为在经济的 11 个主要行业中,AI 都已经有真实的应用场景。无论你是做房地产还是做金融服务,AI 已经在被使用了。 但现在我们遇到一个真正的大问题:电力供应不足。也就是说电网已经没有剩余电力了。所以,当你问我为什么投资 Bitzero——原因很简单:Bitzero 本质上是一家电力公司。 他们在像挪威、芬兰这样的国家,拿到了 每千瓦时低于 6 美分 的电力合同,然后在那里建设设施。所以它既是房地产公司、又是电力公司、也是许可证公司,而它的应用场景就是:只要有人需要用电,它就能提供解决方案。 I don't think we're in a bubble in AI. There is a use case for AI in all 11 sectors of the economy. I don't care if you're real estate or financial services, AI is already being used. So now we got a really big problem, and it's called the grid. There's no power left. And so when you talk about Bitzero and why I invested in it, it's because Bitzero's actually a power company. They went out and got power contracts sub 6 cents a kilowatt hour in countries like Norway and Finland, and then built facilities there. So it's a real estate company, a power company, a permit company, and its use case is whatever anybody wants to use the power for.

Kevin O'Leary aka Mr. WonderfulChairman of O’Leary Ventures and Beanstox

观点原文

我并不认为我们正处在一场 AI 泡沫之中。因为在经济的 11 个主要行业中,AI 都已经有真实的应用场景。无论你是做房地产还是做金融服务,AI 已经在被使用了。

但现在我们遇到一个真正的大问题:电力供应不足。也就是说电网已经没有剩余电力了。所以,当你问我为什么投资 Bitzero——原因很简单:Bitzero 本质上是一家电力公司。

他们在像挪威、芬兰这样的国家,拿到了 每千瓦时低于 6 美分 的电力合同,然后在那里建设设施。所以它既是房地产公司、又是电力公司、也是许可证公司,而它的应用场景就是:只要有人需要用电,它就能提供解决方案。

I don't think we're in a bubble in AI. There is a use case for AI in all 11 sectors of the economy. I don't care if you're real estate or financial services, AI is already being used. So now we got a really big problem, and it's called the grid. There's no power left. And so when you talk about Bitzero and why I invested in it, it's because Bitzero's actually a power company. They went out and got power contracts sub 6 cents a kilowatt hour in countries like Norway and Finland, and then built facilities there. So it's a real estate company, a power company, a permit company, and its use case is whatever anybody wants to use the power for.

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