在本期 ITK 节目中，我讨论了为什么过去几周冲击 AI 和 加密货币 的流动性紧缩将在未来几周出现逆转——从今天的市场反应来看，投资者似乎已经开始认可这一点。同时，我也解释了为什么 AI 并不处于泡沫之中。 In this episode of ITK, I discuss why the liquidity squeeze that has hit #AI and #crypto will reverse in the next few weeks, something the markets seemed to buy today, and why AI is not in a bubble. The 123% increase noted below was in Palantir’s US commercial business last qtr. 文中提到的 123% 增长，指的是 Palantir 上季度在美国商业业务中的增长幅度。