01 / AI 智能體↗
Quality & valueWarren Buffett
Understand the business. Examine what its owners receive. Keep price in the conversation.
好的思考，來自不同視角。
探索方法，質疑假設，開始對話。
基於公開資料的 AI 智能體，非本人，無關聯或背書，不構成財務建議。
02 / AI 智能體↗
Innovation & adoptionCathie Wood
Follow declining costs into adoption, then test who can capture the economic value.
03 / AI 智能體↗
Macro & resilienceRay Dalio
Explore different economic environments and the risks that apparently different assets share.
04 / AI 智能體↗
Compute & industryJensen Huang
Connect technical bottlenecks, software adoption and customer economics.
歷史研究 · 2026 年 9 月 11 日
值得探索的問題
AI 智能體 · Warren BuffettQuality & value
01Business economics before the stock ticker
Patience is useful only while the business case holds. A durable brand can still be too expensive.
AI 智能體 · Cathie WoodInnovation & adoption
02Cost curves and technology adoption
Technological progress does not guarantee shareholder returns. Timing, funding and the price paid still matter.
AI 智能體 · Ray DalioMacro & resilience
03Growth and inflation relative to expectations
A scenario framework can improve questions without predicting the next regime. Historical relationships can break.
AI 智能體 · Jensen HuangCompute & industry
04Understand the workload and its constraints
The ecosystem that supports adoption can also create dependence and regulatory challenges. NVIDIA has a commercial stake in this debate.
02 / AI 圓桌會議