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cover of episode Agent Deployments Tripled Last Quarter
People
A
Alex
通过在《Mac Geek Gab》播客中分享有用的技术提示，特别是关于Apple产品的版本控制。
B
Boyette Street Capital
F
Frank New
J
Justine Moore
L
Lucas Beyer
M
Mark Benioff
M
Matthew Berman
M
May Habib
R
RevCapital
S
Sung Cho
T
Todd Lohr
V
VrasserX
主
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
Topics
Sung Cho: 我认为华尔街对AI资本支出的共识正在转变。几个月前，当AI股票处于低谷时，人们认为AI资本支出已进入后期阶段。但现在市场普遍认为AI资本支出正处于中期阶段。此外，市场对DeepSeek的担忧是错误的，模型训练的低成本与推理需求相比微不足道。 RevCapital: 我认为现在的资本周期是自铁路以来最大的。 Boyette Street Capital: 市场低估了Meta在AI上的投入，预计其资本支出将大幅增加。我认为现在是AI年，而不是效率年。

Deep Dive

Chapters
Goldman Sachs believes AI CapEx is accelerating, contrary to earlier market perceptions. Three factors drive this: Meta's hiring, demand for reasoning models' inference compute, and policy changes increasing foreign demand for NVIDIA chips. DeepSeek's struggles highlight the impact of export controls on AI development in China.
  • Goldman Sachs's belief in accelerating AI CapEx
  • Three factors influencing the shift in perception: Meta's hiring, demand for inference compute in reasoning models, and policy changes affecting NVIDIA chip demand
  • DeepSeek's challenges due to export controls and Chinese AI infrastructure limitations

Shownotes Transcript

Enterprise AI agents are moving past experiments and into real use at a record pace. KPMG’s latest survey of over 130 executives at billion-dollar companies shows full deployments of AI agents tripled from Q1 to Q2.**Get Ad Free AI Daily Brief: **⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patreon.com/AIDailyBrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

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