This episode is a collaboration between BEDROCK and Trader. Topics include: Starting with DCI, the driving logic behind it; The structure and bottlenecks of AI infrastructure; The rationality and sustainability of AI capital expenditure; The diffusion of opportunities in the industry chain, technological iteration, etc.; The coexistence of opportunities for both old and new AI.

We recently spoke with BY (pseudonym), a frontline AI engineer. Having worked extensively on the front lines of AI productization, he focused less on model rankings and more on the challenges of truly implementing coding agents, enterprise AI, and physical AI…

创始人谭聪和老朋友圣狮投资研习院两位创始人，进行了一次系统性的对话

Hello everyone, thank you for following! In this episode of the E24 podcast, BEDROCK Investment presents a special feature for our friends: "Embracing AI in the Spring Chill: Challenges and Expectations of a Post-95s Global Analyst."