Well-known Hedge Fund CIO: A bubble will only form once OpenAI goes public, and traditional giants' profits will surge!

①David Craver, Co-Chief Investment Officer of Gusu Capital, believes that the true returns in the artificial intelligence (AI) sector may just be beginning, with its impact potentially extending beyond Silicon Valley; ②Craver lists three key signals that keep him optimistic about AI infrastructure: model improvements, tight production capacity, and significant returns for companies deploying AI internally.

cls.cnFeb 13 16:17

"The pace of development is astonishing!" Musk praised Seedance 2.0, while ByteDance commented, "It is still far from perfect."

Following the release of ByteDance's video creation model Seedance 2.0, it quickly gained popularity overseas. Elon Musk commented on X, saying 'It's happening fast,' which further amplified market attention on the leap in video generation capabilities.

wallstreetcnFeb 12 15:39

Express News | DouBao Video Generation Model Seedance 2.0 Launched

BreakingsFeb 12 12:27

Renowned hedge fund Lone Pine Capital: The AI bubble will not emerge until OpenAI goes public; instead of short-term speculation, focus on the global landscape over the next 3-5 years.

David Craver, Co-Chief Investment Officer of Lone Pine Capital, a renowned hedge fund managing over 19 billion US dollars in assets, shared his in-depth insights on current market structure changes, the progress of artificial intelligence (AI), and investment philosophy.

wallstreetcnFeb 12 12:00

Express News | Li Qiang presides over the 18th Special Study Session of the State Council: Comprehensively advancing AI scientific and technological innovation, industrial development, and empowerment applications

BreakingsFeb 11 19:41

Is a new DeepSeek model coming?

DeepSeek is conducting a phased rollout test of its next-generation model. Some users received prompts to update the app upon opening it. The new version extends the context length from 128K to 1M and updates the knowledge base to May 2025. The official app indicates that this might be the final pre-release version before the formal debut of V4. A Nomura Securities report highlights that the core value of V4 lies in driving the commercial implementation of AI applications through foundational architectural innovations, rather than disrupting the existing AI value chain.

wallstreetcnFeb 11 19:38