돌비콩의 투자정복

Musk: AI beats humans within 5 years, real economy shifts to AI + robots Elon Musk sees AI surpassing collective human intelligence in about five...

Jensen Huang: AI fear is noise, infra cycle just starting Huang rejects AI doomsday talk and says the buildout is early. Open and closed models...

Privacy coins lead in crypto winter, says Chamath Palihapitiya Privacy tokens outperformed all sectors. They rose 127% in a year while most sectors...

TradFi rejects DeFi’s ethos, adopts public-chain rails Institutions want efficiency, not DeFi ideology. They’ll use blockchains for cheaper ops,...

Raoul Pal: Cash dilutes, AI builds synthetic labor, crypto settles the machine economy Pal outlines an “Exponential Age” playbook. Global liquidity...

Ken Griffin shifts focus to survivable losses, energy tail risks, AI agent reality, and Taiwan chip shock Size losses you can survive, not every...

Seven patterns at crypto conferences. Alpha sits in empty rooms. Thousands attend. Dozens of panels repeat the same script. Ideas blur. Status...

Old crypto playbook is over. Markets now reward real usage, revenue, and 24/7 financial rails. Old outcomes came from starting conditions. Immature...

Cerebras CEO: $25B backlog, wartime-scale AI buildout, inference speed is key AI buildout hits wartime scale. Cerebras holds a $25B backlog. ...

Ethereum’s moat: modular design turns each layer into a market Ethereum separates execution, settlement, data availability, and consensus. Any...

ARK Invest: OUSD won’t displace USDT Open USD draws 150 companies. ARK says USDT keeps the moat. - 150 firms back OUSD. Moats aren’t...

AI 2040: Compute ownership becomes the choke point. Crypto re-rated as ownership and payout rails. US and China pause the superintelligence race,...

Gavin Baker: The AI bubble debate is asking the wrong question The issue isn’t valuations. It’s whether semiconductor investment has outrun...