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cover of episode Rick Heitzmann: Why 2025 is the Year of Generative AI Adoption and Innovation

Rick Heitzmann: Why 2025 is the Year of Generative AI Adoption and Innovation

2025/2/13
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
R
Rick Heitzmann
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Dan Nathan: 微软、谷歌和亚马逊在公布2025年资本支出计划后,投资者纷纷抛售股票,这反映了市场情绪的转变。大型科技公司在AI领域的投入巨大,但市场似乎对其回报持谨慎态度。这种情绪变化对我来说意味着,投资者对这些公司的未来增长潜力产生了疑问,或者他们认为这些投资的回报周期可能比预期的要长。 Rick Heitzmann: 大型科技公司将继续在资本支出上投入巨额资金,以避免错过人工智能领域的机遇。然而,私人市场中的许多公司无法承担与大型科技公司同等水平的资本支出,因此他们需要采取不同的策略,例如利用开源技术。我认为,越来越多的公司正在转向应用层面,利用开源技术,从而更有效地利用资本。这种策略的转变,使得小型公司能够在AI领域找到自己的立足点,而无需投入巨额资金。

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 Dan Nathan and Rick Heitzmann, Founder and CEO of FirstMark )Capital, discuss the latest trends in generative AI, CapEx spending in public and private markets, and market cap accrual. They delve into the impact of these trends on companies like Microsoft, Google, Amazon, NVIDIA, and Meta, emphasizing the role of open-source models and competitive pressures. They also explore the IPO backlog, the strategic importance of going public, and the implications for both startups and incumbents. Concluding with the current state of strategic M&A, they provide insights into the evolving regulatory landscape and its potential impact on future deals.

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