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cover of episode Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)

Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)

2025/7/1
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UBS On-Air: Market Moves
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Mike Lippert：我认为人工智能正处于起步阶段，就像90年代中期的互联网一样。但人工智能的发展速度更快，我从业25年，从未见过如此快速的技术发展。现在，人们通过人工智能搜索信息，直接获得答案，而不是点击多个链接。人工智能正在进入“智能体AI”阶段，可以像同事一样协助工作，例如总结信息、规划旅行等。未来，每一次数字互动都将包含人工智能的参与。我们对人工智能的想象，在某种程度上，已经存在于科幻电影中。人工智能并非突然出现，而是经历了漫长的发展过程，早期被称为机器学习。人工智能将对社会产生重大影响，提高效率和生产力，但也可能导致失业，我们需要认真思考这些问题。

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Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation about the evolution of AI, including an assessment of the energy requirements to sustain global demand, a look at the global competitive landscape, along with anticipated future use cases of this rapidly evolving technology. Host: Daniel Cassidy