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Gen AI تو این اپیزود ما در ابتدا در مورد سناریوهای مختلفی که ممکنه برای موج
Search اتفاق بیوفته بحث کردیم و چطور میشه از روندهای قبلی به طور مشخص Public Market در
ARM ایده گرفت برای تحلیل کردن. بعد راجع به
Wework حرف زدیم و پیش بینی که چند ماه پیش در پاد کرده بودیم و محقق شد و در آخر هم
.را تحلیل کردیم
In this episode, we initially discussed various scenarios that might occur for the Gen AI wave in the Public Market and how we can specifically use previous trends to derive ideas for analyzing the current trend. Then, we talked about ARM and the prediction we had made a few months ago in the podcast that came true, and finally, we analyzed WeWork.
:منابع
https://youtu.be/xgvoYJvbNT8?si=5UDIlIm3icL4ZBXG
https://cloudedjudgement.substack.com/p/clouded-judgement-2924-dilution-dilution
https://www.wsj.com/articles/adam-neumann-looks-to-buy-back-wework-86ee5f2b?page=1
https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville/
groq.com
https://chamath.substack.com/p/the-future-of-ai-compute-a-conversation
https://www.beautiful.ai/player/-NqTE0hd9J1r0-6HSEd0
:ویدیو این قسمت را می توانید از طریق لینک زیر مشاهده کنید
https://youtu.be/hlqhSWX6F3Q?si=6r8KPnBOODvNMNu9
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