{"id":753656,"date":"2026-03-24T13:07:37","date_gmt":"2026-03-24T05:07:37","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=753656"},"modified":"2026-03-24T13:07:37","modified_gmt":"2026-03-24T05:07:37","slug":"%e6%9c%a8%e5%a4%b4%e5%a7%90%ef%bc%9arobotaxi%e4%ba%94%e5%b9%b4%e5%86%85%e4%b8%bb%e5%af%bc%e7%89%b9%e6%96%af%e6%8b%89%e7%9b%88%e5%88%a9%ef%bc%8coptimus%e5%b0%86%e4%ba%8e28%e5%b9%b4%e8%be%be%e5%88%b0","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=753656","title":{"rendered":"\u6728\u5934\u59d0\uff1aRobotaxi\u4e94\u5e74\u5185\u4e3b\u5bfc\u7279\u65af\u62c9\u76c8\u5229\uff0cOptimus\u5c06\u4e8e28\u5e74\u8fbe\u5230\u4eba\u7c7b\u6c34\u5e73"},"content":{"rendered":"<\/p>\n

\u56fe\u7247\u6765\u6e90\uff1aARK Funds<\/p>\n

Z Highlights:<\/strong><\/p>\n

\u6e90\u81ea\u4fc4\u4e4c\u51b2\u7a81\u7684\u4f4e\u6210\u672c\u81ea\u4e3b\u7cfb\u7edf(low-cost autonomous solutions)\u6b63\u5728\u5174\u8d77\u3002\u8fd9\u4e00\u8d8b\u52bf\u5e26\u6765\u7684\u4e00\u4e2a\u526f\u4ea7\u54c1\u662f\uff0c\u7531\u98ce\u9669\u6295\u8d44<\/a>\u652f\u6301\u7684\u56fd\u9632\u516c\u53f8\u5f00\u59cb\u6d8c\u73b0.<\/strong><\/p>\n

\u5c31\u76c8\u5229\u5f71\u54cd\u800c\u8a00\uff0c\u6211\u4eec\u9884\u8ba1\u672a\u6765\u4e94\u5e74\u5185\uff0cRobotaxi \u5c06\u4e3b\u5bfcTesla\u7684\u6574\u4f53\u6545\u4e8b\uff0c\u5c24\u5176\u662f\u4f30\u503c\u903b\u8f91\u3002<\/p>\n

\u5728\u80bf\u7624\u5b66\u9886\u57df\uff0c\u8bb8\u591a\u68c0\u6d4b\u9879\u76ee\u5982\u679c\u80fd\u83b7\u5f97\u8fdb\u4e00\u6b65\u7684\u5546\u4e1a\u62a5\u9500\uff0c\u5c06\u4e3a\u76f8\u5173\u516c\u53f8\u5e26\u6765\u66f4\u597d\u7684\u5b9a\u4ef7\uff0c\u8fd9\u5bf9\u6574\u4e2a\u884c\u4e1a\u5c06\u662f\u4e00\u4e2a\u5229\u597d\u3002<\/p>\n

\u6211\u4eec\u4ee5CRISPR Therapeutics\u4e3a\u4f8b\uff0c\u505a\u4e86\u4e00\u4e2a\u5fc3\u8840\u7ba1\u75be\u75c5\u7684\u6848\u4f8b\u7814\u7a76\u3002\u5728\u8fd9\u4e2a\u6848\u4f8b\u4e2d\uff0c\u6211\u4eec\u9884\u8ba1\u4ef7\u683c\u4f1a\u5927\u5e45\u4e0b\u964d\uff0c\u6211\u4eec\u6a21\u578b\u6d4b\u7b97\u7684\u4ef7\u503c\u5bfc\u5411\u5b9a\u4ef7\u4e3a16.5\u4e07\u7f8e\u5143\uff0c\u4f46\u5176\u6f5c\u5728\u5e02\u573a\u603b\u989d\uff08TAM\uff09\u4ecd\u7136\u5de8\u5927\uff0c\u6a21\u578b\u6d4b\u7b97\u4e3a2.8\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n

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ARK Investment Management \u662f\u4e00\u5bb6\u6210\u7acb\u4e8e 2014 \u5e74\u7684\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3002\u516c\u53f8\u4ee5\u4e3b\u52a8\u7ba1\u7406\u578b\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\u4e3a\u6838\u5fc3\uff0c\u4e13\u6ce8\u4e8e\u6295\u8d44<\/a>\u98a0\u8986\u6027\u521b\u65b0<\/a>\u9886\u57df\u7684\u6280\u672f\u548c\u516c\u53f8\u3002<\/p>\n

Cathie Wood<\/strong>\u4e3a\u7f8e\u56fd<\/a>\u9876\u5c16\u7684\u98a0\u8986\u6027\u521b\u65b0\u4e3b\u9898\u6295\u8d44\u4eba\uff0cARK Invest\u521b\u59cb\u4eba\u3001CEO\u517cCIO\u3002\u6295\u8d44\u7406\u5ff5\u6838\u5fc3\u4e3a\u62bc\u6ce8AI\u3001\u673a\u5668\u4eba\u3001\u57fa\u56e0\u7f16\u8f91\u3001\u533a\u5757\u94fe<\/a>\/\u52a0\u5bc6\u8d27\u5e01<\/a>\u3001\u81ea\u52a8\u9a7e\u9a76\u7b49\u524d\u6cbf\u8d5b\u9053\u3002<\/p>\n

Dan White<\/strong>:\u5927\u5bb6\u597d\uff0c\u6b22\u8fce\u53c2\u52a0\u4e09\u6708\u7684\u5e02\u573a\u66f4\u65b0\u7f51\u7edc\u7814\u8ba8\u4f1a\u3002\u6211\u662fDan White\uff0cARK\u7684\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u52a9\u7406\uff0c\u4eca\u5929\u7684\u7535\u8bdd\u4f1a\u8bae\u5c06\u7531\u6211\u4e3b\u6301\u3002\u672c\u6b21\u4f1a\u8bae\u4e8e2026\u5e743\u670813\u65e5\u9884\u5f55\u3002<\/p>\n

\u73b0\u5728\uff0c\u6211\u5c06\u628a\u65f6\u95f4\u4ea4\u7ed9ARK\u7684CEO\u517cCIO Cathie Wood\u3002Cathie\uff1f<\/p>\n

Cathie Wood<\/strong>:\u597d\u7684\uff0c\u8c22\u8c22Dan\uff0c\u4e5f\u611f\u8c22\u5927\u5bb6\u4eca\u5929\u7684\u53c2\u4e0e\u3002\u6211\u4eec\u76ee\u524d\u6b63\u5904\u4e8e\u201cmiddle of the wall (\u5fe7\u8651\u4e4b\u5899)\u201d\u4e4b\u4e2d\uff0c\u6700\u8fd1\u7684\u5fe7\u8651\u5f53\u7136\u662f\u4f0a\u6717\u5c40\u52bf\u3002<\/strong>\u6211\u6700\u8fd1\u4e00\u76f4\u5728\u8fdb\u884c\u8def\u6f14\uff0c\u5916\u754c\u7684\u62c5\u5fe7\u60c5\u7eea\u786e\u5b9e\u5f88\u660e\u663e\u3002<\/p>\n

\u8fd9\u6b21\u884c\u7a0b\u8ba9\u6211\u8d8a\u6765\u8d8a\u6df1\u523b\u5730\u610f\u8bc6\u5230\uff0c\u90a3\u4e9b\u7ecf\u5386\u8fc7\u79d1\u6280\u548c\u7535\u4fe1\u6ce1\u6cab\u53ca\u5176\u7834\u88c2\u7684\u5206\u6790\u5e08\u548c\u6295\u8d44\u8005\uff0c\u5982\u4eca\u5927\u591a\u5904\u4e8e\u9886\u5bfc\u5c42\u6216\u9ad8\u7ea7\u5c97\u4f4d\uff0c\u4ed6\u4eec\u5bf9AI\u7684\u7092\u4f5c\u4ee5\u53ca\u6574\u4f53\u7ecf\u6d4e\u5f62\u52bf\u6700\u4e3a\u62c5\u5fe7\u3002\u800c\u8fd9\u5176\u5b9e\u662f\u4e00\u4ef6\u597d\u4e8b\uff0c\u975e\u5e38\u597d\u3002<\/p>\n

\u5e02\u573a\u4e0a\u6709\u5927\u91cf\u62c5\u5fe7\u60c5\u7eea\u3002\u8fd9\u8ba9\u6211\u56de\u60f3\u8d77\u804c\u4e1a\u751f\u6daf\u65e9\u671f\u768480\u5e74\u4ee3\u548c90\u5e74\u4ee3\uff0c\u6211\u8ba4\u4e3a\u90a3\u662factive equity management\u7684\u9ec4\u91d1<\/a>\u65f6\u4ee3\uff0c\u5f53\u65f6\u5e02\u573a\u540c\u6837\u5145\u65a5\u7740\u5fe7\u8651\u3002\u90a3\u65f6\uff0c\u6211\u4eec\u6b63\u4ece\u4e24\u4f4d\u6570\u7684\u901a\u80c0<\/a>\u4e2d\u56de\u843d\uff0c\u4f46\u5e02\u573a\u4e0a\u6709\u5f88\u591a\u62c5\u5fe7\uff0c\u8ba4\u4e3a\u5229\u7387\u548c\u901a\u80c0\u4f1a\u518d\u6b21\u56de\u5230\u4e24\u4f4d\u6570\u6c34\u5e73\u3002<\/p>\n

91\u5e74\u53d1\u751f\u4e86\u50a8\u8d37\u5371\u673a\uff0c94\u5e74\u58a8\u897f\u54e5\u6bd4\u7d22\u8d2c\u503c<\/a>\uff0c97\u5e74\u6cf0\u94e2\u8d2c\u503c\u3002\u90a3\u5b9e\u9645\u4e0a\u662f\u4e00\u573a\u59cb\u4e8e\u58a8\u897f\u54e5\u7684\u957f\u671f\u65b0\u5174\u5e02\u573a<\/a>\u5371\u673a\u300298\u5e74\u4fc4\u7f57\u65af<\/a>\u8fdd\u7ea6\uff0clong-term capital management\u516c\u53f8\u5012\u95ed\u3002\u5e02\u573a\u5145\u6ee1\u4e86\u5404\u79cd\u4ee4\u4eba\u62c5\u5fe7\u7684\u56e0\u7d20\u3002<\/p>\n

\u7136\u800c\u5230\u4e861999\u5e74\uff0c\u4e00\u5207\u90fd\u53d1\u751f\u4e86\u53d8\u5316\u3002\u90a3\u624d\u662f\u771f\u6b63\u7684\u6ce1\u6cab\u65f6\u671f\u3002\u7531\u4e8elong-term capital management\u4e8b\u4ef6\u540e\uff0c\u7f8e\u8054\u50a8<\/a>\u5f00\u59cb\u964d\u606f<\/a>\u3002\u968f\u540e\u662fY2K\uff0c\u7f8e\u8054\u50a8\u548c\u5176\u4ed6\u6240\u6709\u4eba\u90fd\u62c5\u5fc3\u968f\u7740\u8fdb\u5165\u65b0\u5343\u5e74\u540e\u5168\u7403\u7ecf\u6d4e\u4f1a\u505c\u6446\u3002\u4e16\u7eaa\u4e4b\u4ea4\uff0c\u4ed6\u4eec\u62c5\u5fc3\u8ba1\u7b97\u673a\u4f1a\u51fa\u95ee\u9898\u3002\u56e0\u6b64\u7f8e\u8054\u50a8\u5728\u65b0\u5343\u5e74\u524d\u540e\u6301\u7eed\u653e\u5bbd\u653f\u7b56\u3002\u4ed6\u4eec\u62c5\u5fc3\u8ba1\u7b97\u673a\u4f1a\u5d29\u6e83\uff0c\u56e0\u6b64\u7f8e\u8054\u50a8\u5728\u65b0\u5e74\u524d\u6301\u7eed\u964d\u606f\u3002<\/p>\n

\u6211\u8ba4\u4e3a\uff0c\u56de\u987e\u5386\u53f2\uff0c\u6211\u4eec\u5c31\u4f1a\u53d1\u73b0\u7f8e\u8054\u50a8\u72af\u4e86\u4e00\u4e2a\u5de8\u5927\u7684\u9519\u8bef\u3002\u6700\u7ec8\u5bfc\u81f4\u4e8608\u5e74\u6cb9\u4ef7\u98d9\u5347\u81f3147\u7f8e\u5143\uff0c\u4ee5\u53ca\u623f\u5730\u4ea7<\/a>\u5e02\u573a\u7684\u5927\u91cf\u6295\u673a\uff0c\u6700\u7ec8\u5d29\u76d8\uff0c\u8fd9\u4e9b\u6211\u4eec\u90fd\u77e5\u9053\u7684\u7ed3\u679c\u3002\u56e0\u6b64\uff0c\u6211\u8ba4\u4e3a\u79d1\u6280\u4e0e\u7535\u4fe1\u6ce1\u6cab\u7684\u7834\u88c2\uff0c\u4ee5\u53ca 2008\u30012009 \u5e74\u7684\u91d1\u878d\u5371\u673a<\/a>\uff0c\u7ed9\u5f53\u524d\u5e02\u573a\u5e26\u6765\u4e86\u6df1\u523b\u7684\u62c5\u5fe7\u60c5\u7eea\u3002<\/p>\n

\u4eca\u5e74\u4ee5\u6765\uff0c\u6211\u4eec\u8fd8\u5728\u5e94\u5bf9\u4f9b\u5e94\u51b2\u51fb\u7684\u540e\u9057\u75c7\uff0c\u4f9b\u5e94\u94fe\u95ee\u9898\u5b9e\u9645\u4e0a\u6301\u7eed\u4e86\u4e09\u5e74\u4e4b\u4e45\u3002\u6240\u4ee5\u786e\u5b9e\u6709\u5f88\u591a\u503c\u5f97\u62c5\u5fe7\u7684\u4e8b\u60c5\u3002\u8fd9\u5c31\u662f\u4e00\u9053\u201cmiddle of the wall (\u5fe7\u8651\u4e4b\u5899)\u201d\u3002\u6700\u5f3a\u52b2\u7684\u725b\u5e02\u5f80\u5f80\u5efa\u7acb\u5728\u201cmiddle of the wall (\u5fe7\u8651\u4e4b\u5899)\u201d\u4e0a\u7684\u30021999 \u5e74\u51e0\u4e4e\u6ca1\u6709\u4eba\u62c5\u5fe7\uff0c\u9664\u4e86Y2K\u95ee\u9898\u3002\u7f8e\u8054\u50a8\u4e5f\u4e0d\u62c5\u5fc3\u964d\u606f\u4f1a\u5f15\u53d1\u901a\u80c0\u3002<\/p>\n

\u800c\u73b0\u5728\u7684\u7f8e\u8054\u50a8\u5219\u5b8c\u5168\u4e0d\u540c\uff0c\u53ef\u4ee5\u8bf4\u662f\u88ab\u201c\u62d6\u7740\u3001\u8e22\u7740\u201d\u624d\u5f00\u59cb\u8f6c\u5411\u5bbd\u677e\u3002\u6240\u4ee5\u6211\u8ba4\u4e3a\u6211\u4eec\u76ee\u524d\u5904\u5728\u4e00\u4e2a\u975e\u5e38\u597d\u7684\u4f4d\u7f6e\u3002\u6211\u4eec\u7684middle of the wall\u4e0a\u6709\u5f88\u591a\u201c\u7816\u5757\u201d\u3002\u5176\u4e2d\u5f88\u591a\u7816\u5757(\u62c5\u5fe7\u56e0\u7d20)\u662f\u53bb\u5e74\u56db\u6708\u7b51\u4e0a\u53bb\u7684\uff0c\u5305\u62ec\u5173\u7a0e<\/a>\u52a8\u8361\u3001\u653f\u5e9c\u505c\u6446\u3001\u4f0a\u6717\u6218\u4e89\u7b49\u7b49\u3002\u524d\u4e24\u6b21\u5e02\u573a\u4e0b\u8dcc\u90fd\u5e94\u8be5\u9022\u4f4e\u4e70\u5165\uff0c\u6211\u4eec\u8ba4\u4e3a\u8fd9\u4e00\u6b21\u4e5f\u4f1a\u5982\u6b64\u3002<\/strong><\/p>\n

\u6211\u4eec\u77e5\u9053Trump\u4e0d\u5e0c\u671b\u6218\u4e89\u5ef6\u957f\u3002\u6700\u8fd1\u51e0\u5929\u53d1\u751f\u4e86\u4e00\u4ef6\u975e\u5e38\u91cd\u8981\u7684\u4e8b\u60c5\u3002\u867d\u7136\u4f60\u4eec\u542c\u5230\u8fd9\u6bb5\u8bdd\u65f6\u53ef\u80fd\u5df2\u7ecf\u8fc7\u53bb\u4e00\u5468\uff0c\u4f46\u4ee5\u8272\u5217\u7684Netanyahu\u5df2\u7ecf\u7a0d\u5fae\u6539\u53d8\u4e86\u8bba\u8c03\uff0c\u5176\u7acb\u573a\u4e0eTrump\u603b\u7edf\u7684\u76f8\u5173\u4e3b\u5f20\u8d8b\u4e8e\u4e00\u81f4\u3002\u4ed6\u8868\u793a\uff0c\u6211\u4eec\u5df2\u7ecf\u4e3a\u4f0a\u6717\u4eba\u6c11\u63d0\u4f9b\u4e86\u652f\u6301\uff0c\u5982\u679c\u4ed6\u4eec\u60f3\u6539\u53d8\u653f\u6743\u7684\u8bdd\u3002\u8fd9\u53d6\u51b3\u4e8e\u4ed6\u4eec\u3002\u6211\u4eec\u4f1a\u7ee7\u7eed\u4e3a\u4ed6\u4eec\u63d0\u4f9b\u652f\u6301\u3002\u4f46\u6211\u4eec\u4e0d\u4f1a\u6d3e\u5730\u9762\u90e8\u961f\u8fdb\u5165\u90a3\u91cc\u3002<\/p>\n

\u6211\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u91cd\u8981\u7684\u65f6\u523b\u3002\u6211\u786e\u5b9e\u8ba4\u4e3a\u8fd9\u573a\u4f0a\u6717\u5730\u7f18\u51b2\u7a81\u2014\u2014\u6211\u77e5\u9053\u5f88\u591a\u4eba\u8fd8\u6ca1\u6b63\u5f0f\u79f0\u5176\u4e3a\u6218\u4e89\u2014\u2014\u4f46\u65e0\u8bba\u662f\u4ec0\u4e48\uff0c\u5b83\u90fd\u4f1a\u5f88\u5feb\u7ed3\u675f\u3002\u6211\u76f8\u4fe1\u5e02\u573a\u4e5f\u5f00\u59cb\u610f\u8bc6\u5230\u8fd9\u4e00\u70b9\uff0c\u56e0\u4e3a\u6574\u4f53\u8868\u73b0\u76f8\u5f53\u7a33\u5065\u3002<\/strong><\/p>\n

\u90a3\u4e48\u8bf4\u5230\u8fd9\u91cc\uff0c\u6211\u628a\u8bdd\u9898\u4ea4\u56de\u7ed9\u4f60\uff0cDan\u3002<\/p>\n

\u592a\u7a7a\u4e0e\u56fd\u9632\u7684\u878d\u5408\uff1a\u4ece\u201c\u6602\u8d35\u7cbe\u5bc6\u201d\u5230\u201c\u4f4e\u6210\u672c\u81ea\u4e3b\u201d\uff0c\u4ee5\u53caSpaceX\u5f00\u542f\u7684\u8f68\u9053\u6570\u636e\u4e2d\u5fc3\u65f6\u4ee3<\/strong><\/p>\n

Dan White:\u597d\u7684\uff0c\u8c22\u8c22Cathie\u3002\u90a3\u4e48\uff0c\u63a5\u4e0b\u6765\u6211\u4eec\u8fdb\u5165\u4eca\u5929\u7f51\u7edc\u7814\u8ba8\u4f1a\u7684\u95ee\u7b54\u73af\u8282\u3002\u95ee\u9898\u6765\u81ea\u6211\u4eec\u7684\u5ba2\u6237\u3001\u6e20\u9053\u5408\u4f5c\u4f19\u4f34\uff0c\u4ee5\u53ca\u53d1\u9001\u81f3\u6211\u4eecFunds X\u548cInstagram\u8d26\u53f7ARK underscore funds\u7684\u542c\u4f17\u3002<\/p>\n

\u7b2c\u4e00\u4e2a\u95ee\u9898\u2014\u2014\u6211\u4eec\u8fd9\u6b21\u5c1d\u8bd5\u4e86\u4e00\u79cd\u7565\u6709\u4e0d\u540c\u7684\u65b9\u5f0f\u3002\u6211\u4eec\u5728X\u4e0a\u53d1\u8d77\u4e86\u4e00\u9879\u6295\u7968\uff0c\u8be2\u95ee\u5404\u4f4d\u542c\u4f17\u6700\u5e0c\u671b\u5728\u4eca\u5929\u7684\u7814\u8ba8\u4f1a\u4e2d\u542c\u5230\u4ec0\u4e48\u8bdd\u9898\u3002<\/p>\n

\u6700\u7ec8\u83b7\u80dc\u7684\u662f\u201c\u592a\u7a7a\u4e0e\u56fd\u9632\u201d\u3002\u90a3\u4e48\uff0cDaniel\uff0c\u80fd\u5426\u8bf7\u4f60\u7b80\u8981\u4ecb\u7ecd\u4e00\u4e0b\u592a\u7a7a\u548c\u56fd\u9632\u884c\u4e1a\u7684\u6574\u4f53\u60c5\u51b5\uff1f<\/strong>\u6211\u60f3\u8865\u5145\u4e00\u70b9\uff0c\u6b63\u5982Cathie\u6240\u8bf4\uff0c\u5f53\u524d\u5730\u7f18\u653f\u6cbb\u5c40\u52bf\u53d8\u5316\u9891\u7e41\uff0c\u800c\u5f55\u5236\u65e5\u671f\u548c\u53d1\u5e03\u65e5\u671f\u4e4b\u95f4\u5b58\u5728\u65f6\u95f4\u5dee\u3002Daniel\uff0c\u6709\u8bf7\u3002<\/p>\n

Daniel Maguire:\u597d\u7684\u3002\u8fc7\u53bb\u51e0\u5e74\uff0c\u592a\u7a7a\u4e0e\u56fd\u9632\u8fd9\u4e24\u4e2a\u9886\u57df\u5b9e\u9645\u4e0a\u6b63\u5728\u9010\u6e10\u878d\u5408\u3002\u73b0\u5728\u5f88\u591a\u56fd\u9632\u9879\u76ee\u90fd\u8fdb\u5165\u4e86\u8f68\u9053\u9886\u57df\uff0c\u56e0\u6b64\u6211\u4eec\u4e0d\u518d\u5c06\u8fd9\u4e24\u4e2a\u4e3b\u9898\u5b64\u7acb\u770b\u5f85\u3002<\/p>\n

\u5148\u4ece\u56fd\u9632\u8c08\u8d77\u3002\u4ece\u5b8f\u89c2\u89d2\u5ea6\u6765\u770b\uff0c\u6211\u4eec\u770b\u5230\u7684\u8d8b\u52bf\u662f\uff0c\u6e90\u81ea\u4fc4\u4e4c\u51b2\u7a81\u7684\u4f4e\u6210\u672c\u81ea\u4e3b\u7cfb\u7edf(<\/strong>low-cost autonomous solutions)\u6b63\u5728\u5174\u8d77\u3002<\/strong>\u8fd9\u573a\u6218\u4e89\u8868\u660e\uff0c\u4f4e\u6210\u672c\u3001\u65e0\u4eba\u81ea\u4e3b\u7cfb\u7edf\u53ef\u4ee5\u6467\u6bc1\u4ef7\u503c\u6570\u767e\u4e07\u7f8e\u5143\u7684\u7cbe\u5bc6\u7cfb\u7edf(multimillion-dollar exquisite systems)\u3002\u81ea\u4e4c\u514b\u5170<\/a>\u51b2\u7a81\u4ee5\u6765\uff0c\u5176\u4ed6\u51b2\u7a81\u4e5f\u76f8\u7ee7\u51fa\u73b0\uff0c\u5c24\u5176\u662f\u5728\u4e2d\u4e1c\u5730\u533a\uff0cCathie\u521a\u521a\u4e5f\u63d0\u5230\u4e86\u4f0a\u6717\u3002\u5728\u8fd9\u4e9b\u80cc\u666f\u4e2d\uff0c\u4f4e\u6210\u672c\u89e3\u51b3\u65b9\u6848\u91cd\u8981\u6027\u65e5\u76ca\u51f8\u663e\uff0c\u5c3d\u7ba1\u9ad8\u7aef\u7cfb\u7edf\u4ecd\u7136\u53d1\u6325\u7740\u4f5c\u7528\u3002<\/p>\n

\u8fd9\u4e00\u8d8b\u52bf\u5e26\u6765\u7684\u4e00\u4e2a\u526f\u4ea7\u54c1\u662f\uff0c\u7531\u98ce\u9669<\/a>\u6295\u8d44\u652f\u6301\u7684\u56fd\u9632\u516c\u53f8\u5f00\u59cb\u6d8c\u73b0\uff0c\u5b83\u4eec\u63d0\u4f9b\u4f4e\u6210\u672c\u81ea\u4e3b\u89e3\u51b3\u65b9\u6848\uff0c\u5176\u4e2d\u4e00\u4e9b\u65b9\u6848\u5df2\u7ecf\u6295\u5165\u4f7f\u7528\uff0c\u53e6\u4e00\u4e9b\u5219\u9884\u8ba1\u5728\u672a\u6765\u51e0\u5e74\u63a8\u51fa\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u9274\u4e8e\u65e5\u76ca\u52a0\u5267\u7684\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\uff0c\u672c\u5c4a\u653f\u5e9c\u8868\u73b0\u51fa\u7684\u66f4\u591a\u662f\u4e00\u79cd\u7d27\u8feb\u611f\uff0c\u5e76\u4f18\u5148\u90e8\u7f72\u76ee\u524d\u5df2\u7ecf\u53ef\u4ee5\u5b9e\u9645\u5e94\u7528\u7684\u89e3\u51b3\u65b9\u6848\u3002<\/strong><\/p>\n

\u8fd9\u4e5f\u4f7f\u5f97\u6211\u4eec\u5173\u6ce8\u7684\u4e00\u4e9b\u516c\u53f8\u8fdb\u5165\u89c6\u91ce\uff0c\u6bd4\u5982Kratos Defense and Security Solutions\uff0c\u4ee5\u53caAeroVironment\uff0c\u5b83\u4eec\u90fd\u662f\u4f4e\u6210\u672c\u65e0\u4eba\u673a\u7684\u4f9b\u5e94\u5546\u3002\u6b64\u5916\uff0c\u8fd9\u4e9b\u516c\u53f8\u8fd1\u671f\u4e5f\u4e0e\u4e00\u4e9b\u4f20\u7edf\u7684\u5927\u578b\u56fd\u9632\u627f\u5305\u5546\u5408\u4f5c\u5e76\u5bf9\u5176\u6295\u8d44\uff0c\u4ee5\u63d0\u5347\u73b0\u6709\u8bbe\u65bd\u7684\u5236\u9020\u80fd\u529b\u3002\u6bd4\u5982L3Harris\u6216Lockheed Martin\u3002\u4ee5\u4e0a\u662f\u56fd\u9632\u9886\u57df\u7684\u6574\u4f53\u60c5\u51b5\u3002<\/p>\n

\u5173\u4e8e\u592a\u7a7a\uff0c\u8fc7\u53bb\u51e0\u4e2a\u6708\u7684\u7f51\u7edc\u7814\u8ba8\u4f1a\u6211\u4eec\u5df2\u591a\u6b21\u8c08\u53ca\uff0c\u592a\u7a7a\u7ecf\u6d4e\u6b63\u5728\u52a0\u901f\u5f00\u653e\uff0c\u8fd9\u5f88\u5927\u7a0b\u5ea6\u4e0a\u8981\u5f52\u529f\u4e8eSpaceX\u3002\u6211\u4eec\u8ba4\u4e3aSpaceX\u5728\u884c\u4e1a\u5185\u62e5\u670910\u5e74\u7684\u9886\u5148\u4f18\u52bf\uff0c\u5e76\u4e14\u81ea 2008 \u5e74\u4ee5\u6765\u5c06\u53d1\u5c04\u6210\u672c\u964d\u4f4e\u4e86\u7ea6 95%\u3002<\/strong>\u8fd9\u4e3a\u536b\u661f\u8fde\u63a5\u7b49\u5e94\u7528\u6253\u5f00\u4e86\u5927\u95e8\u3002Starlink\u53d6\u5f97\u4e86\u663e\u8457\u6210\u529f\uff0c\u6700\u8fd1\u6d3b\u8dc3\u8ba2\u9605\u7528\u6237\u5df2\u8d85\u8fc71000\u4e07\u3002<\/p>\n

\u5c55\u671b\u672a\u6765\uff0c\u6211\u4eec\u5173\u6ce8\u7684\u4e0b\u4e00\u4e2a\u91cd\u70b9\u662fStarship\uff0c\u4e5f\u5c31\u662f SpaceX \u7684\u5b8c\u5168\u53ef\u91cd\u590d\u4f7f\u7528\u706b\u7bad\u3002\u6839\u636e\u6211\u4eec\u7684\u7814\u7a76\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5c06\u6210\u672c\u518d\u964d\u4f4e\u4e00\u4e2a\u6570\u91cf\u7ea7\uff0c\u4f7forbital data centers\uff08ZP\u6ce8\uff1a\u628a\u670d\u52a1\u5668\u3001\u5b58\u50a8\u3001\u7b97\u529b\u96c6\u7fa4\u90e8\u7f72\u5728\u5730\u7403\u8f68\u9053\u7684\u592a\u7a7a\u4e91\u8ba1\u7b97\u57fa\u7840\u8bbe\u65bd\uff09\u9996\u6b21\u5728\u7ecf\u6d4e\u4e0a\u5177\u5907\u53ef\u884c\u6027\u3002\u6211\u77e5\u9053\u6211\u4eec\u591a\u6b21\u8ba8\u8bba\u8fc7orbital data centers\uff0c\u4f46\u6211\u9f13\u52b1\u5927\u5bb6\u4e0b\u8f7d\u6211\u4eecBig Ideas 2026<\/strong>\u62a5\u544a\u3002\u6211\u4eec\u7684\u9996\u5e2d\u672a\u6765\u5b66\u5bb6(Chief Futurist) Brett Winton\u5728\u62a5\u544a\u4e2d\u7ed8\u5236\u4e86\u4e00\u4e9b\u5173\u4e8eorbital data centers\u7684\u7cbe\u5f69\u56fe\u8868\u3002<\/p>\n

\u603b\u7684\u6765\u8bf4\uff0c\u6b63\u5982\u4f60\u6240\u8bf4\uff0c\u592a\u7a7a\u548c\u56fd\u9632\u9886\u57df\u6b63\u6301\u7eed\u6f14\u8fdb\uff0c\u6211\u4eec\u4e5f\u5728\u5bc6\u5207\u5173\u6ce8\u8fd9\u4e00\u8d8b\u52bf\u3002<\/p>\n

Robotaxi\u4e94\u5e74\u5185\u4e3b\u5bfcTesla\u76c8\u5229\uff0cOptimus\u5c06\u57282028\u5e74\u8fbe\u5230\u4eba\u7c7b\u6c34\u5e73\uff0c\u63a5\u529b\u4e0b\u4e00\u4e2a\u5341\u4e07\u4ebf\u5e02\u573a<\/strong><\/p>\n

Dan White:\u592a\u68d2\u4e86\u3002\u8c22\u8c22Daniel\u7684\u603b\u7ed3\u3002\u542c\u4f17\u670b\u53cb\u4eec\uff0c\u8bf7\u5173\u6ce8\u4e0b\u4e2a\u6708\u7684\u6295\u7968\u3002<\/p>\n

\u4e0b\u4e00\u4e2a\u95ee\u9898\uff0cTasha\uff0c\u4f60\u9884\u8ba1Optimus\u4f1a\u5728\u54ea\u4e00\u5e74\u5f00\u59cb\u5bf9Tesla\u7684\u76c8\u5229\u4ea7\u751f\u5f71\u54cd\uff1f<\/strong><\/p>\n

Tasha Keeney:\u8c22\u8c22Dan\u3002\u6211\u4eec\u77e5\u9053Tesla\u975e\u5e38\u91cd\u89c6Optimus\u5e73\u53f0\u7684\u89c4\u6a21\u5316\u3002\u5728\u4e0a\u4e00\u6b21\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\uff0c\u4ed6\u4eec\u63d0\u5230\u6b63\u5728\u5c06\u539f\u672c\u7528\u4e8e\u751f\u4ea7Model S\u548cModel X\u7684\u751f\u4ea7\u7ebf\u8f6c\u7528\u4e8eOptimus\u3002\u8ba1\u5212\u662f\u4eca\u5e74\u590f\u5929\u5f00\u59cb\u5c0f\u6279\u91cf\u751f\u4ea7\uff0c\u660e\u5e74\u590f\u5929\u5b9e\u73b0\u5927\u89c4\u6a21\u91cf\u4ea7\u3002<\/p>\n

\u5c31\u76c8\u5229\u5f71\u54cd\u800c\u8a00\uff0c\u6211\u4eec\u9884\u8ba1\u672a\u6765\u4e94\u5e74\u5185\uff0cRobotaxi \u5c06\u4e3b\u5bfcTesla\u7684\u6574\u4f53\u6545\u4e8b\uff0c\u5c24\u5176\u662f\u4f30\u503c\u903b\u8f91\u3002\u6211\u4eec\u8ba4\u4e3a Robotaxi \u53ef\u80fd\u4f1a\u6210\u4e3a\u4e00\u4e2a\u6781\u5177\u73b0\u91d1\u6d41\u521b\u9020\u80fd\u529b\u7684\u4e1a\u52a1\u3002<\/p>\n

\u6211\u4eec\u9884\u671f\u8be5\u4e1a\u52a1\u6bcf\u8f86\u8f66\u6bcf\u5e74\u53ef\u80fd\u5e26\u6765\u6570\u5343\u7f8e\u5143\u5230\u4e0a\u4e07\u7f8e\u5143\u7ea7\u522b\u7684\u73b0\u91d1\u6d41\u3002\u8fd9\u5c06\u5f7b\u5e95\u6539\u53d8Tesla\u7684\u5546\u4e1a\u6a21\u5f0f\uff0c\u6211\u4eec\u8ba4\u4e3a\u5bf9Tesla\u6765\u8bf4\u5c06\u975e\u5e38\u6709\u5229\u53ef\u56fe\uff0c\u5c06\u516c\u53f8\u5927\u90e8\u5206\u4e1a\u52a1\u4ece\u786c\u4ef6\u5229\u6da6\u7387\u8f6c\u53d8\u4e3a\u7c7b\u4f3c\u8f6f\u4ef6\u7684\u5229\u6da6\u7387\uff0c\u5e76\u663e\u8457\u63d0\u5347\u76c8\u5229\u80fd\u529b\u3002<\/strong><\/p>\n

\u5173\u4e8eOptimus\uff0c\u6211\u4eec\u56e2\u961f\u7684Akash\u505a\u4e86\u51fa\u8272\u7684\u7814\u7a76\uff0c\u6211\u4eec\u9884\u8ba1\u5230 2028 \u5e74\u5e95\uff0cOptimus \u5728\u5355\u9879\u4efb\u52a1\u5c42\u9762\u53ef\u4ee5\u8fbe\u5230\u4eba\u7c7b\u719f\u7ec3\u6c34\u5e73\uff0c\u6216\u8005\u4e0e\u4eba\u7c7b\u80fd\u529b\u76f8\u5f53\u3002<\/strong>\u8fd9\u6bd4Elon Musk\u7684\u89c4\u5212\u8981\u665a\u4e00\u4e9b\u3002\u4f60\u53ef\u4ee5\u8ba4\u4e3a\uff0c\u4ed6\u4eec\u8ba1\u5212\u5728\u672a\u6765\u4e94\u5e74\u5185\u63d0\u9ad8Optimus\u7684\u4efb\u52a1\u80fd\u529b\u548c\u719f\u7ec3\u7a0b\u5ea6\u3002\u4f46\u9274\u4e8e\u6211\u4eec\u8ba4\u4e3aRobotaxi\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u673a\u4f1a\uff0c\u6211\u4eec\u4f30\u8ba1\u5176\u5168\u7403\u603b\u53ef\u670d\u52a1\u5e02\u573a\u89c4\u6a21\uff08TAM\uff09\u5728\u6536\u5165\u5c42\u9762\u53ef\u80fd\u8d85\u8fc7 10 \u4e07\u4ebf\u7f8e\u5143\u3002\u56e0\u6b64\u6211\u4eec\u9884\u8ba1\u8fd9\u5c06\u662f\u672a\u6765\u4e94\u5e74\u7684\u4e3b\u5bfc\u56e0\u7d20\u3002<\/strong><\/p>\n

Cathie Wood:\u662f\u7684\uff0cTasha\uff0c\u5173\u4e8e\u4eba\u5f62\u673a\u5668\u4eba\u5e02\u573a\u89c4\u6a21\uff0c\u6211\u4eec\u76ee\u524d\u7684\u4f30\u8ba1\u662f\uff0c\u65e0\u8bba\u662f\u5236\u9020\u4e1a\uff0c\u5de5\u4e1a\u7aef\u8fd8\u662f\u5bb6\u5ead\u7aef\uff0c\u4ece\u6536\u5165\u89d2\u5ea6\u6765\u770b\uff0c\u603b\u89c4\u6a21\u7ea6\u4e3a 26.5 \u4e07\u4ebf\u7f8e\u5143\u3002\u8fd9\u5c06\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u52a9\u63a8\u529b\uff0c\u5728Robotaxi\u4e4b\u540e\uff0c\u4e0d\uff0c\u662f\u5728 Robotaxi \u89c4\u6a21\u5316\u7684\u540c\u65f6\uff0c\u672a\u6765\u5341\u5e74\u8fd8\u4f1a\u8fce\u6765\u7c7b\u4eba\u673a\u5668\u4eba\u5e26\u6765\u7684\u53c8\u4e00\u6b21\u89c4\u6a21\u6269\u5f20\u673a\u4f1a\u3002<\/strong><\/p>\n

Tasha Keeney:\u662f\u7684\uff0c\u5b8c\u5168\u540c\u610f\u3002\u5c31\u673a\u4f1a\u89c4\u6a21\u800c\u8a00\uff0c\u8fd9\u662f\u66f4\u5927\u7684\u5e02\u573a\uff0c\u6b63\u662f\u5982\u6b64\u3002<\/p>\n

Dan White:\u597d\u7684\uff0c\u8c22\u8c22Tasha\u3002\u8c22\u8c22Cathie\u3002<\/p>\n

OpenAI<\/a>\u548cAnthropic\u6536\u5165\u98d9\u5347\u81f3\u6570\u767e\u4ebf\uff0cMicrosoft\u88ab\u8feb\u6280\u672f\u8ffd\u8d76\uff0cCloud\u4e1a\u52a1\u6210\u5173\u952e\u652f\u6491<\/strong><\/p>\n

Dan White:Frank\uff0c\u63a5\u4e0b\u6765\u6211\u4eec\u804a\u804aAI\u3002\u4f60\u5e94\u8be5\u5df2\u7ecf\u6599\u5230\u4e00\u5b9a\u4f1a\u88ab\u95ee\u5230\u8fd9\u4e2a\u95ee\u9898\u3002\u90a3\u4e48\uff0cFrank\uff0c\u4f60\u5bf9OpenAI\u3001Anthropic\u548cMicrosoft\u4e4b\u95f4\u8fd1\u671f\u7684\u7ade\u4e89\u683c\u5c40\u548c\u53d8\u5316\u6709\u4f55\u770b\u6cd5\uff1f\u8fd9\u4e9b\u53d8\u5316\u5c06\u5982\u4f55\u5f71\u54cd\u8fd9\u4e09\u5bb6\u516c\u53f8\uff1f<\/strong><\/p>\n

Frank Downing:\u597d\u7684\uff0c\u5f88\u9ad8\u5174\u80fd\u5728\u8fd9\u91cc\u505a\u4e2a\u66f4\u65b0\u3002\u6211\u4eec\u4f9d\u7136\u8ba4\u4e3a\uff0c\u6784\u5efa\u524d\u6cbf\u6a21\u578b\u7684\u56db\u5bb6\u9886\u5148AI\u516c\u53f8\u662fOpenAI\u3001Anthropic\u3001XAI\uff0c\u4ee5\u53caGoogle DeepMind(\u96b6\u5c5e\u4e8e Google)\u3002\u6211\u77e5\u9053\u95ee\u9898\u63d0\u5230\u4e86OpenAI\u548cAnthropic\uff0c\u5e76\u5c06\u5b83\u4eec\u4e0eMicrosoft\u8fdb\u884c\u6bd4\u8f83\u3002<\/p>\n

\u5728\u8fd9\u4e9b\u524d\u6cbf\u516c\u53f8\u4e2d\uff0cOpenAI\u548cGoogle\u66f4\u504f\u5411\u6d88\u8d39\u8005\u5e02\u573a\u3002\u6bd4\u5982ChatGPT<\/a>\u7684\u7206\u53d1\u5f0f\u589e\u957f\uff0c\u8ba9\u771f\u6b63\u5411\u4e16\u754c\u5c55\u793a\u4e86\u751f\u6210\u5f0fAI\u7684\u53ef\u80fd\u6027\u3002\u76ee\u524dChatGPT\u6bcf\u5468\u6d3b\u8dc3\u7528\u6237\u5df2\u7ecf\u8d85\u8fc79\u4ebf\u3002\u5728\u6d88\u8d39\u7aef\uff0cGoogle\u5728\u6d88\u8d39\u8005\u7aef\u4f4d\u5c45\u7b2c\u4e8c\uff0c\u5176\u6d3b\u8dc3\u7528\u6237\u6570\u4e5f\u5728\u5feb\u901f\u589e\u957f\u3002<\/p>\n

\u76f8\u6bd4\u4e4b\u4e0b\uff0cAnthropic\u5386\u53f2\u4e0a\u66f4\u4e13\u6ce8\u4e8e\u4f01\u4e1a\u7aef\u5e02\u573a\u3002\u8fc7\u53bb\u534a\u5e74\u591a\u6765\uff0c\u8fd9\u79cd\u5b9a\u4f4d\u5f00\u59cb\u663e\u73b0\u6210\u6548\u3002\u7279\u522b\u662f\u4ed6\u4eec\u53bb\u5e74\u7b2c\u56db\u5b63\u5ea6\u672b\u63a8\u51fa\u7684\u6700\u65b0\u6a21\u578b\u5982Claude Opus 4.5\u548c4.6\uff0c\u5411\u4e16\u754c\u5c55\u793a\u4e86AI agents\u5728\u5546\u4e1a\u73af\u5883\u4e2d\u9ad8\u6548\u5e94\u7528\u7684\u53ef\u80fd\u6027\u3002\u6211\u4eec\u89c2\u5bdf\u5230\u4e00\u4e2a\u8d8b\u52bf\uff1a\u968f\u7740\u6a21\u578b\u80fd\u529b\u7684\u63d0\u5347\uff0c\u5b83\u4eec\u5b8c\u6210\u4efb\u52a1\u7684\u53ef\u9760\u6027\u663e\u8457\u63d0\u9ad8\u3002\u53ef\u9760\u6267\u884c\u4efb\u52a1\u7684\u65f6\u95f4\u4ece 6 \u5206\u949f\u63d0\u5347\u5230\u8d85\u8fc7 30 \u5206\u949f\uff0c\u5e76\u4e14\u4eca\u5e74\u8fd8\u5728\u6301\u7eed\u63d0\u5347\u3002<\/strong>\u8fd9\u4e00\u8d8b\u52bf\u8fdb\u5165\u4eca\u5e74\u540e\u4ecd\u5728\u6301\u7eed\uff0c\u4f7f\u5f97\u6a21\u578b\u5728\u5546\u4e1a\u573a\u666f\u4e2d\u90e8\u7f72\u65f6\u53d8\u5f97\u66f4\u52a0\u6709\u7528\u3002<\/p>\n

\u56e0\u6b64\uff0cAnthropic \u7684\u6536\u5165\u589e\u957f\u975e\u5e38\u8fc5\u901f\uff0c\u589e\u901f\u8d85\u8fc7\u5176\u4ed6\u540c\u884c\u3002<\/strong>\u6700\u65b0\u7684\u6570\u636e\u663e\u793a\uff0cOpenAI\u7684\u5e74\u5316\u6536\u5165\u7ea6\u4e3a250\u4ebf\u7f8e\u5143\u3002\u800cAnthropic\u4ece\u53bb\u5e74\u5e95\u768490\u4ebf\u7f8e\u5143\u589e\u957f\u5230\u4e86\u73b0\u5728\u7684190\u4ebf\u7f8e\u5143\uff0c\u4ec5\u7528\u4e86\u4e24\u4e2a\u591a\u6708\u65f6\u95f4\uff0c\u589e\u957f\u901f\u5ea6\u975e\u5e38\u5feb\u3002\u5f53\u7136\uff0c\u6700\u8fd1\u4e0e\u4e94\u89d2\u5927\u697c\u7684\u4e00\u4e9b\u4e89\u8bae\u53ef\u80fd\u4f1a\u5bf9\u5176\u6536\u5165\u9020\u6210\u4e00\u5b9a\u5f71\u54cd\uff0c\u4f46\u4ecd\u6709\u5f85\u89c2\u5bdf\u3002<\/p>\n

\u518d\u6765\u770bMicrosoft\u3002\u5728\u6a21\u578b\u5c42\u9762\uff0cMicrosoft\u5e76\u672a\u771f\u6b63\u53c2\u4e0e\u524d\u6cbf\u6a21\u578b\u7684\u7ade\u4e89\u3002\u4ed6\u4eec\u8bad\u7ec3\u4e86\u4e00\u4e9b\u5c0f\u578b\u6a21\u578b\uff0c\u5e0c\u671b\u80fd\u5728Windows\u8bbe\u5907\u4e0a\u53d1\u6325\u4f5c\u7528\u3002\u5728\u5e94\u7528\u5c42\u9762\uff0c\u5c3d\u7ba1\u4ed6\u4eec\u62e5\u6709GitHub Copilot\u2014\u2014\u5b83\u4f5c\u4e3a\u7b2c\u4e00\u4e2a\u7f16\u7a0b\u52a9\u624b\u751a\u81f3\u6bd4ChatGPT\u8fd8\u65e9\u2014\u2014\u4f46Microsoft\u5728\u8fd9\u65b9\u9762\u5df2\u88ab\u8fdc\u8fdc\u7529\u5728\u540e\u9762\u3002\u6211\u4eec\u5bf9Microsoft Copilot\u8fdb\u884c\u8fc7\u6d4b\u8bd5\uff0c\u4e5f\u4e0e\u5e02\u573a\u4eba\u58eb\u4ea4\u6d41\u8fc7\uff0c\u4e0d\u8ba4\u4e3a\u5b83\u5177\u5907\u4e0eAnthropic\u7684Claude Coworker\u6216OpenAI\u7684ChatGPT\u53ca\u5176\u65b0\u53d1\u5e03\u7684\u66f4\u5f3a\u5927\u7684\u7f16\u7a0b\u5e94\u7528Codex\u76f8\u5339\u654c\u7684\u80fd\u529b\u3002\u56e0\u6b64\uff0cMicrosoft\u5728\u8fd9\u65b9\u9762\u770b\u8d77\u6765\u6b63\u5728\u843d\u540e\u3002<\/p>\n

\u5c31\u5728\u6700\u8fd1\u4e00\u5468\uff0cMicrosoft\u505a\u4e86\u4e00\u4ef6\u4e8b\uff1a\u4ed6\u4eec\u5ba3\u5e03\u63a8\u51fa\u6240\u8c13\u7684Copilot Coworker\uff0c\u5b9e\u9645\u4e0a\u53ea\u662f\u5bf9Claude Coworker\u8fdb\u884c\u7b80\u5355\u7684white labeling\u3002\u4ed6\u4eec\u5c06\u628a\u6574\u4e2aMicrosoft Office\u5957\u4ef6\u4e0e\u4e4b\u8fde\u63a5\u8d77\u6765\uff0c\u4f7f\u5176\u80fd\u591f\u5728\u4f01\u4e1a\u529e\u516c\u73af\u5883\u4e2d\u539f\u751f\u8fd0\u884c\u3002\u8fd9\u663e\u7136\u662f\u4e00\u79cd\u9632\u5fa1\u6027\u4e3e\u63aa\uff0c\u56e0\u4e3a\u4ed6\u4eec\u770b\u5230\u7ade\u4e89\u5bf9\u624b\u6b63\u5728\u9886\u5148\u3002\u56e0\u6b64\uff0c\u4ed6\u4eec\u9009\u62e9\u6388\u6743\u540c\u6837\u7684\u6280\u672f\u6765\u8bd5\u56fe\u8ffd\u8d76\u3002\u6211\u4eec\u4e0d\u77e5\u9053\u5176\u4e2d\u7684\u5546\u4e1a\u6761\u6b3e\uff0c\u6ca1\u6709\u516c\u5f00\u3002\u4f46\u4ed6\u4eec\u786e\u5b9e\u901a\u8fc7\u6388\u6743\u76f8\u540c\u7684\u6280\u672f\u6765\u8bd5\u56fe\u8d76\u4e0a\u3002\u6548\u679c\u5982\u4f55\u6211\u4eec\u5c06\u62ed\u76ee\u4ee5\u5f85\u3002\u4ed6\u4eec\u9700\u8981\u5728\u4ea7\u54c1\u5c42\u9762\u505a\u597d\u6267\u884c\u3002<\/p>\n

\u5426\u5219\uff0c\u6b63\u5982Brett Winton\u521a\u53d1\u8868\u7684\u7814\u7a76\u6240\u6307\u51fa\u7684\uff0cMicrosoft \u7684\u751f\u4ea7\u529b\u5e94\u7528\u76ee\u524d\u662f\u4e00\u4e2a\u7ea6 1300 \u4ebf\u7f8e\u5143\u5e74\u5316\u89c4\u6a21\u3001\u4f4e\u4e24\u4f4d\u6570\u589e\u957f\u7684\u4e1a\u52a1\u3002\u5e76\u4ee5\u4f4e\u4e24\u4f4d\u6570\u7684\u901f\u5ea6\u589e\u957f\u3002\u800c\u5982\u679c\u4f60\u5c06OpenAI\u6216Anthropic\u4e0e\u4e4b\u6bd4\u8f83\uff0c\u5b83\u4eec\u76ee\u524d\u5df2\u6709\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u6536\u5165\uff0c\u4e14\u540c\u6bd4\u589e\u957f\u8d85\u8fc7100%\u3002\u6309\u7167\u8fd9\u79cd\u8d8b\u52bf\uff0c\u65b0\u4e00\u4ee3\u751f\u4ea7\u529b\u5de5\u5177\u548c\u5e73\u53f0\u5728\u672a\u6765\u51e0\u5e74\u5185\u6709\u53ef\u80fd\u8d85\u8fc7Microsoft\u7684Office\u5957\u4ef6\u89c4\u6a21\u3002\u56e0\u6b64\uff0cMicrosoft \u786e\u5b9e\u9700\u8981\u5feb\u901f\u53cd\u5e94\u5e76\u8fce\u5934\u8d76\u4e0a\u3002<\/p>\n

\u4e0d\u8fc7\u6211\u8ba4\u4e3a\uff0c\u5bf9Microsoft\u6709\u5229\u7684\u53e6\u4e00\u70b9\u662f\u4ed6\u4eec\u62e5\u6709\u4e91\u4e1a\u52a1\uff0c\u800c\u8bb8\u591a\u6a21\u578b\u90fd\u8fd0\u884c\u5728Microsoft\u7684Azure\u4e91\u5e73\u53f0\u4e0a\u3002Azure\u7684\u589e\u957f\u7387\u5728 30% \u4ee5\u4e0a\u3002\u4ed6\u4eec\u7684\u667a\u80fd\u4e91\u4e1a\u52a1\u9884\u8ba1\u4e0b\u5b63\u5ea6\u5c06\u9996\u6b21\u8d85\u8fc7\u751f\u4ea7\u529b\u5e94\u7528\u4e1a\u52a1\u89c4\u6a21\u3002\u6b64\u5916\uff0cMicrosoft\u8fd8\u62e5\u6709OpenAI\u8d85\u8fc7\u56db\u5206\u4e4b\u4e00\u7684\u80a1\u4efd\uff0c\u56e0\u6b64\u4ed6\u4eec\u4e5f\u80fd\u4ece\u8fd9\u9879\u6295\u8d44\u4e2d\u83b7\u5f97\u6536\u76ca\u3002<\/p>\n

Dan White:Frank\uff0c\u6211\u5f97\u95ee\u4e00\u53e5\uff0c\u4f60\u5728\u5f55\u8fd9\u6bb5\u7684\u65f6\u5019\uff0c\u540e\u53f0\u662f\u4e0d\u662f\u4e5f\u5728\u8fd0\u884cAI agent\uff1f<\/p>\n

Frank Downing:\u73b0\u5728\u6ca1\u6709\uff0c\u4f46\u6211\u7ecf\u5e38\u8fd9\u4e48\u5e72\u3002\u968f\u7740agents\u53d8\u5f97\u66f4\u52a0\u53ef\u9760\uff0c\u53ef\u4ee5\u5728\u65e0\u9700\u76d1\u7763\u7684\u60c5\u51b5\u4e0b\u8fd0\u884c\uff0c\u4f60\u53ef\u4ee5\u4e00\u6b21\u6392\u961f\u5b89\u6392\u4e09\u9879\u4efb\u52a1\uff0c\u53bb\u5f00\u4e2a\u4f1a\uff0c\u56de\u6765\u65f6\u6a21\u578b\u5df2\u7ecf\u5e2e\u4f60\u5efa\u597d\u4e86\u3002\u8fd9\u786e\u5b9e\u4ee4\u4eba\u60ca\u53f9\u3002<\/p>\n

Dan White:\u592a\u68d2\u4e86\u3002\u8c22\u8c22\u4f60\uff0cFrank\u3002<\/p>\n

AI\u4e0e\u591a\u7ec4\u5b66\u52a0\u901f\u878d\u5408\uff0c\u76d1\u7ba1\u677e\u7ed1\u3001\u4ef7\u503c\u5ef6\u4f38\u6b63\u5728\u5171\u540c\u50ac\u5316\u591a\u7ec4\u5b66\u548c\u57fa\u56e0\u7597\u6cd5\u9886\u57df\u7684\u5546\u4e1a\u5316\u8fdb\u7a0b\u4e0e\u5e02\u573a\u8ba4\u53ef\u5ea6<\/strong><\/p>\n

Dan White:\u6211\u4eec\u73b0\u5728\u7a0d\u5fae\u6362\u4e2a\u8bdd\u9898\uff0c\u804a\u804a\u591a\u7ec4\u5b66\u9886\u57df(multi-omics side)\u3002<\/p>\n

Ovid\u548cShea\uff0c\u6211\u4eec\u7684\u56e2\u961f\u6210\u5458\uff0c\u4f60\u4eec\u8ba4\u4e3a\u4ec0\u4e48\u56e0\u7d20\u4f1a\u50ac\u5316ARKG ETF\u7684\u8868\u73b0\uff1f\u591a\u7ec4\u5b66\u5e02\u573a(multi-omics market)\u80fd\u5426\u8d76\u4e0a\u5176\u4ed6\u521b\u65b0\u5e73\u53f0\uff1f<\/p>\n

Ovid Amadi:\u8c22\u8c22\uff0cDan\u3002\u6211\u5148\u6765\u8c08\u8c08\u4e00\u4e9b\u603b\u4f53\u770b\u6cd5\uff0c\u4ee5\u53ca\u5de5\u5177\u548c\u8bca\u65ad\u516c\u53f8\u65b9\u9762\u7684\u60c5\u51b5\u3002\u968f\u540e Shea \u4f1a\u8865\u5145\u4e00\u4e9b\u6211\u4eec\u9884\u8ba1\u5728\u751f\u7269\u79d1\u6280\u7aef\u51fa\u73b0\u7684\u91cd\u8981\u50ac\u5316\u56e0\u7d20\u3002<\/p>\n

\u7eb5\u89c2\u6574\u4e2a\u884c\u4e1a\uff0c\u6211\u8ba4\u4e3a\u6709\u56db\u4e94\u9879\u5173\u952e\u56e0\u7d20\u53ef\u4ee5\u63a8\u52a8 ARKG\u7684\u8868\u73b0\uff0c\u5e76\u7f29\u5c0f\u5b83\u4e0e\u5176\u4ed6\u4e00\u4e9b\u521b\u65b0\u5e73\u53f0\u4e4b\u95f4\u7684\u5dee\u8ddd\u3002\u8fd9\u4e3b\u8981\u5305\u62ecAI\u3001\u62a5\u9500\u673a\u5236\u3001\u7f55\u89c1\u75c5\u9886\u57df\uff0c\u4ee5\u53ca\u7814\u7a76\u5de5\u5177\u4ece\u5b66\u672f\u754c\u5411\u4e34\u5e8a\u7684\u8f6c\u5316\u3002<\/strong><\/p>\n

\u4eceAI\u65b9\u9762\u6765\u770b\uff0c\u6211\u8ba4\u4e3aAI\u7684\u6301\u7eed\u8fdb\u6b65\u548c\u5e94\u7528\u5c06\u5bf9\u533b\u7597\u5065\u5eb7\u4ea7\u751f\u6700\u6df1\u8fdc\u7684\u5f71\u54cd\u3002\u6211\u4eec\u9762\u4e34\u7684\u60c5\u51b5\u662f\uff0c\u6211\u4eec\u5bf9\u751f\u7269\u5b66\u7684\u6839\u672c\u7406\u89e3\u4ecd\u7136\u6709\u9650\uff0c\u540c\u65f6\u53c8\u5728\u751f\u6210\u6d77\u91cf\u7684\u591a\u7ec4\u5b66\u6570\u636e\u2014\u2014\u5305\u62ec\u57fa\u56e0\u7ec4\u5b66\u3001\u8f6c\u5f55\u7ec4\u5b66\u3001\u86cb\u767d\u8d28\u7ec4\u5b66\u6570\u636e\u2014\u2014\u4ee5\u53ca\u5206\u6563\u5728\u5404\u5bb6\u533b\u9662\u7cfb\u7edf\u4e2d\u7684\u590d\u6742\u3001\u975e\u7ed3\u6784\u5316\u7535\u5b50\u6863\u6848\uff08EHR\uff09\u548c\u60a3\u8005\u8868\u578b\u6570\u636e\u3002\u8fd9\u79cd\u7ec4\u5408\u4e3aAI\u63d0\u4f9b\u4e86\u7edd\u4f73\u7684\u5e94\u7528\u573a\u666f\uff0c\u53ef\u4ee5\u5e2e\u52a9\u5206\u6790\u6570\u636e\u5e76\u751f\u6210\u6539\u5584\u5065\u5eb7\u7684\u89c1\u89e3\u3002<\/p>\n

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\u5173\u4e8e\u7f55\u89c1\u75c5\u9886\u57df\uff0c\u7b80\u8981\u5730\u8bf4\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u53c2\u4e0e\u8005\u6b63\u5728\u8fdb\u5165\u8fd9\u4e2a\u9886\u57df\u3002\u6211\u4eec\u770b\u5230\u8d1d\u52d2\u9057\u4f20\u5b66\uff08Baylor Genetics\uff09\u4ece2024\u5e74\u521d\u5f00\u59cb\u5927\u91cf\u6295\u8d44\uff0cBroad Institute\u4e5f\u5728\u672c\u5468\u521a\u521a\u63a8\u51fa\u4e86\u4ed6\u4eec\u7684\u68c0\u6d4b\u670d\u52a1\u3002\u53bb\u5e74\u590f\u5929\uff0c\u7f8e\u56fd\u513f\u79d1\u5b66\u4f1a\uff08American Academy of Pediatricians\uff09\u8ba4\u53ef\u5168\u5916\u663e\u5b50\u7ec4\u548c\u5168\u57fa\u56e0\u7ec4\u6d4b\u5e8f\u4f5c\u4e3a\u53d1\u80b2\u8fdf\u7f13\u6216\u667a\u529b\u969c\u788d\u513f\u7ae5\u7684\u4e00\u7ebf\u68c0\u6d4b\u9009\u62e9\u3002\u56e0\u6b64\uff0c\u6211\u4eec\u8ba4\u4e3a\u968f\u7740\u666e\u901a\u513f\u79d1\u533b\u751f\u548c\u66f4\u591a\u516c\u53f8\u5f00\u59cb\u5021\u5bfc\u548c\u5b9e\u65bd\u8fd9\u79cd\u68c0\u6d4b\uff0c\u8fd9\u4e2a\u5e02\u573a\u5c06\u4f1a\u771f\u6b63\u8d77\u98de\uff0c\u800c\u6211\u4eec\u76ee\u524d\u4ecd\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\u3002<\/p>\n

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\u4ee5\u4e0a\u662f\u6211\u63d0\u5230\u7684\u51e0\u70b9\uff0c\u63a5\u4e0b\u6765\u4ea4\u7ed9Shea\u3002<\/p>\n

Shea Wihlborg:\u597d\u7684\uff0c\u6240\u4ee5\u6211\u4e5f\u8865\u5145\u51e0\u70b9\u5173\u4e8e\u751f\u7269\u6280\u672f<\/a>\u65b9\u9762\u7684\u5185\u5bb9\u3002<\/p>\n

\u6211\u60f3\u91cd\u7533Ovid\u4e00\u5f00\u59cb\u5f3a\u8c03\u7684\u89c2\u70b9\u3002\u6211\u4eec\u786e\u5b9e\u770b\u5230\u4e86\u4e00\u4e2aAI\u4e0e\u751f\u7269\u5b66\u4e4b\u95f4\u5f62\u6210\u7684\u201c\u98de\u8f6e\u6548\u5e94\u201d\uff1aAI\u6b63\u4ee5\u66f4\u5feb\u7684\u901f\u5ea6\u3001\u66f4\u4f4e\u7684\u6210\u672c\u4ea7\u751f\u751f\u7269\u5b66\u89c1\u89e3\uff0c\u4f8b\u5982\u66f4\u597d\u7684\u86cb\u767d\u8d28\u7ed3\u6784\u9884\u6d4b\u3001\u57fa\u56e0\u7ec4\u53d8\u5f02\u89e3\u8bfb\u3001\u5206\u5b50\u6a21\u62df\u7b49\u7b49\u3002\u800c\u4e0d\u65ad\u6269\u5927\u7684\u6570\u636e\u96c6\u53c8\u4f7fAI\u6a21\u578b\u53d8\u5f97\u66f4\u597d\uff0c\u5e76\u5c06\u52a0\u901f\u4e0b\u4e00\u8f6e\u53d1\u73b0\u5de5\u5177\u3001\u68c0\u6d4b\u65b9\u6cd5\u548c\u6cbb\u7597\u65b9\u6cd5\u7684\u53d1\u5c55\u3002<\/strong><\/p>\n

\u5728\u5177\u4f53\u5c42\u9762\u4e0a\uff0c\u4e34\u5e8a\u6570\u636e\u53d1\u5e03\u662f\u5173\u952e\u50ac\u5316\u56e0\u7d20<\/strong>\u3002\u4e3e\u4e00\u4e2a\u4f8b\u5b50\uff0c\u5728\u57fa\u56e0\u533b\u5b66\u9886\u57df\uff0cIntellia\u5c06\u5728\u4eca\u5e74\u5e74\u4e2d\u516c\u5e03\u5176\u7528\u4e8e\u6cbb\u7597\u9057\u4f20\u6027\u8840\u7ba1\u6027\u6c34\u80bf\uff08HAE\uff09\u7684\u57fa\u56e0\u7f16\u8f91\u7597\u6cd5\u7684III\u671f\u6570\u636e\u3002\u6211\u4eec\u5df2\u7ecf\u770b\u5230\u5148\u524d\u7684\u6570\u636e\u663e\u793a\uff0c\u5728\u957f\u8fbe\u4e09\u5e74\u7684\u968f\u8bbf\u4e2d\uff0c97%\u7684\u60a3\u8005\u672a\u51fa\u73b0\u53d1\u4f5c\u4e14\u65e0\u9700\u9884\u9632\u6027\u6cbb\u7597\u3002\u5982\u679c\u8fd9\u4e9b\u6570\u636e\u80fd\u591f\u4fdd\u6301\uff0cIntellia\u53ef\u80fd\u6210\u4e3a\u9996\u6279\u83b7\u5f97\u4f53\u5185\u57fa\u56e0\u7f16\u8f91\u7597\u6cd5\u6279\u51c6\u7684\u516c\u53f8\u4e4b\u4e00\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u8fdb\u4e00\u6b65\u964d\u4f4e\u5176\u4ed6\u5f00\u53d1\u5355\u5242\u91cf\u4f53\u5185\u57fa\u56e0\u7f16\u8f91\u7597\u6cd5\u516c\u53f8\u7684\u98ce\u9669\u3002<\/p>\n

\u53e6\u4e00\u4e2a\u91cd\u8981\u56e0\u7d20\u662f\u6765\u81eaFDA\u7684\u52a9\u529b\uff0c\u6211\u4eec\u9884\u671f\u8fd9\u5c06\u7ee7\u7eed\u3002\u8fc7\u53bb\u4e00\u5e74\uff0c\u76d1\u7ba1\u73af\u5883\u53d1\u751f\u4e86\u5f88\u591a\u53d8\u5316\u3002\u5982\u679c\u629b\u5f00\u4eba\u4e8b\u53d8\u52a8\u7684\u566a\u97f3\uff0c\u6211\u4eec\u770b\u5230FDA\u4f20\u9012\u51fa\u7684\u4e00\u4e2a\u4e00\u81f4\u4fe1\u606f\u662f\uff1a\u4e34\u5e8a\u5f00\u53d1\u7684\u73b0\u4ee3\u5316\u548c\u7b80\u5316\u3002\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u6211\u4eec\u770b\u5230\u7684\u4e00\u4e9b\u5177\u4f53\u4f53\u73b0\u5305\u62ec\u65b0\u7684\u6846\u67b6\uff0c\u4f8b\u5982\u201c\u5408\u7406\u673a\u5236\u6846\u67b6\u201d\uff08plausible mechanism framework\uff09\uff0c\u8fd9\u662f\u4e00\u79cd\u9996\u521b\u7684\u8def\u5f84\uff0c\u5141\u8bb8\u9488\u5bf9\u8d85\u7f55\u89c1\u75be\u75c5\u7684\u4e2a\u4f53\u5316\u7597\u6cd5\u65e0\u9700\u4f20\u7edf\u5927\u89c4\u6a21\u8bd5\u9a8c\u5373\u53ef\u83b7\u5f97\u6279\u51c6\u3002\u6b64\u5916\uff0cFDA\u8fd8\u5728\u53d6\u6d88\u201c\u4e24\u9879\u5173\u952e\u6027\u8bd5\u9a8c\u201d\u7684\u6a21\u5f0f\uff0c\u8fd9\u53ef\u80fd\u5bf9\u5f00\u53d1\u5e38\u89c1\u75be\u75c5\u836f\u7269\u7684\u516c\u53f8\u5927\u6709\u88e8\u76ca\u3002\u8fd8\u6709\u6700\u8fd1\u521a\u521a\u5ba3\u5e03\u7684\u7f55\u89c1\u513f\u79d1\u75be\u75c5\u4f18\u5148\u5ba1\u8bc4\u5238\u3002\u8fd9\u4e9b\u90fd\u975e\u5e38\u91cd\u8981\uff0c\u6709\u52a9\u4e8e\u538b\u7f29\u65f6\u95f4\u7ebf\uff0c\u5e76\u5e26\u6765\u660e\u786e\u7684\u4f18\u52bf\uff0c\u7279\u522b\u662f\u5bf9\u4e8e\u9488\u5bf9\u75be\u75c5\u6839\u6e90\u7684\u57fa\u56e0\u836f\u7269\u800c\u8a00\u3002<\/p>\n

\u53e6\u4e00\u4e2a\u6211\u8981\u7b80\u8981\u5f3a\u8c03\u7684\u8981\u7d20\u662f\u5e76\u8d2d<\/a>\uff08M&A\uff09\u3002\u968f\u7740\u672c\u5341\u5e74\u672b\u5c06\u6709\u8d85\u8fc72000\u4ebf\u7f8e\u5143\u7684\u836f\u7269\u6536\u5165\u9762\u4e34\u4e13\u5229\u60ac\u5d16\uff0c\u5927\u578b\u5236\u836f\u516c\u53f8\u5386\u53f2\u4e0a\u4e00\u76f4\u901a\u8fc7\u6536\u8d2d<\/a>\u521b\u65b0\u578b\u751f\u7269\u6280\u672f\u516c\u53f8\u6765\u8865\u5145\u5176\u7ba1\u7ebf\u30022025\u5e74\uff0c\u751f\u7269\u6280\u672f\u9886\u57df\u7684\u5e76\u8d2d\u540c\u6bd4\u589e\u957f\u5df2\u8d85\u8fc770%\u3002\u5e76\u8d2d\u548c\u5408\u4f5c\u6d3b\u52a8\u7684\u589e\u52a0\uff0c\u5e94\u80fd\u771f\u6b63\u63a8\u52a8\u6218\u7565\u4ef7\u683c\u53d1\u73b0\u3002<\/p>\n

\u6700\u540e\u4e00\u70b9\uff0c\u5173\u4e8e\u62a5\u9500\u73af\u5883\uff0c\u7279\u522b\u662f\u57fa\u56e0\u7597\u6cd5\u65b9\u9762\uff0c\u8fd9\u5386\u53f2\u4e0a\u4e00\u76f4\u662f\u4e00\u4e2a\u60ac\u800c\u672a\u51b3\u7684\u95ee\u9898\u3002\u6211\u4eec\u73b0\u5728\u6709\u4e00\u4e2a\u4f8b\u5b50\uff1aCRISPR\u7597\u6cd5CasGevi\u5b9a\u4ef7\u8d85\u8fc7 200 \u4e07\u7f8e\u5143\u6700\u521d\u6709\u5f88\u591a\u6000\u7591\uff0c\u8ba4\u4e3a\u5b83\u80fd\u5426\u771f\u6b63\u83b7\u5f97\u62a5\u9500\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u8d85\u8fc7\u4e00\u534a\u7684\u9570\u72b6\u7ec6\u80de\u75c5\u60a3\u8005\u4f9d\u8d56Medicaid\u3002\u4f46\u6211\u4eec\u5df2\u7ecf\u770b\u5230\uff0c\u5728\u7f8e\u56fd\uff0c\u7ea690%\u7b26\u5408\u6761\u4ef6\u7684\u60a3\u8005\u73b0\u5728\u5df2\u7ecf\u83b7\u5f97\u4e86\u62a5\u9500\u3002\u8fd9\u4e3a\u6f5c\u5728\u7684\u5546\u4e1a\u5316\u52bf\u5934\u5960\u5b9a\u4e86\u57fa\u8c03\u30022025\u5e74\uff0c\u6211\u4eec\u770b\u5230\u60a3\u8005\u8f93\u6ce8\u91cf\u589e\u957f\u4e8613\u500d\u3002\u8fd9\u5bf9\u4e8e\u66f4\u5e7f\u6cdb\u7684\u57fa\u56e0\u7597\u6cd5\u9886\u57df\u6765\u8bf4\uff0c\u662f\u4e00\u4e2a\u6709\u610f\u4e49\u7684\u5b9e\u8bc1\u3002<\/p>\n

\u6240\u4ee5\uff0c\u6211\u5e0c\u671b\u8fd9\u80fd\u7a81\u51fa\u6211\u548cOvid\u4e00\u76f4\u5728\u8ba8\u8bba\u7684\u8fd9\u4e9b\u8fdb\u5c55\u2014\u2014\u79d1\u5b66\u3001AI\u548c\u76d1\u7ba1\u73af\u5883\u2014\u2014\u6240\u6709\u8fd9\u4e9b\u56e0\u7d20\u6b63\u5f00\u59cb\u5e76\u884c\u6c47\u805a\uff0c\u63a8\u52a8\u591a\u7ec4\u5b66\u521b\u65b0\u5411\u524d\u53d1\u5c55\u3002\u8fd9\u6b63\u662f\u6211\u4eec\u5bf9\u76f8\u5173\u516c\u53f8\u548cARKG\u4fdd\u6301\u4e50\u89c2\u7684\u539f\u56e0\u6240\u5728\u3002<\/p>\n

Cathie Wood:\u6211\u60f3\u5bf9Shea\u548cOvid\u521a\u624d\u6240\u8bf4\u7684\u5185\u5bb9\u8865\u5145\u4e00\u70b9\u3002\u6211\u4eec\u5173\u6ce8CRISPR Therapeutics\uff0cShea\u4e3a\u6b64\u505a\u4e86\u5927\u91cf\u5de5\u4f5c\uff0c\u7814\u7a76\u5176\u6f5c\u529b\u3002\u6211\u5fc5\u987b\u544a\u8bc9\u4f60\u4eec\uff0c\u6211\u975e\u5e38\u9707\u60ca\uff0c\u5b83\u7684\u4f01\u4e1a\u4ef7\u503c\u7ea6\u670930\u4ebf\u7f8e\u5143\uff0c\u80a1\u6743\u5e02\u503c\u63a5\u8fd150\u4ebf\u7f8e\u5143\uff0c\u800c\u4e14\u5b83\u8fd8\u6301\u6709\u5927\u91cf\u73b0\u91d1\u3002<\/strong>\u5b83\u5df2\u7ecf\u901a\u8fc7\u6cbb\u6108\u9570\u72b6\u7ec6\u80de\u75c5\u548c\u03b2\u5730\u4e2d\u6d77\u8d2b\u8840\u4ea7\u751f\u4e86\u6536\u5165\u3002\u5728\u5176\u7ba1\u7ebf\u4e2d\uff0c\u8fd8\u6709\u4e00\u4e2a\u9488\u5bf9\u574f\u80c6\u56fa\u9187\u7684\u57fa\u56e0\u7f16\u8f91\u9879\u76ee\u2014\u2014Shea\u7a0d\u540e\u53ef\u4ee5\u8c08\u8c08\u8fd9\u4e2a\u2014\u2014\u8fd9\u662f\u4e00\u79cd\u4e00\u6b21\u6027\u7684\u4f53\u5185\u7f16\u8f91\uff0c\u9488\u5bf9\u9ad8\u5371\u4eba\u7fa4\u3002<\/p>\n

\u6211\u4eec\u8c08\u7684\u662f\u6cbb\u6108\u75be\u75c5\u3002\u6839\u636eShea\u7684\u7814\u7a76\uff0c\u968f\u7740\u6211\u4eec\u8d70\u5411\u66f4\u5e38\u89c1\u7684\u75be\u75c5\uff08\u5fc3\u8840\u7ba1\u75be\u75c5\u4ecd\u662f\u6700\u5927\u7684\u6740\u624b\uff0c\u5f88\u591a\u4eba\u8ba4\u4e3a\u662f\u764c\u75c7\uff0c\u4f46\u5b9e\u9645\u4e0a\u662f\u5fc3\u8840\u7ba1\u75be\u75c5\uff09\uff0c\u8fd9\u4e9b\u57fa\u56e0\u7597\u6cd5\u7684\u957f\u671f\u4f5c\u7528\u5c06\u662f\u8282\u7701\u5927\u91cf\u76ee\u524d\u7528\u4e8e\u75be\u75c5\u62a4\u7406\u3001\u6162\u6027\u75c5\u7ba1\u7406\u7684\u8d44\u91d1\u3002\u6211\u4eec\u5c06\u8282\u7701\u8fd9\u7b14\u94b1\u3002\u6211\u4e0d\u786e\u5b9a\u5b83\u5360\u9884\u7b97\u7684\u786e\u5207\u6bd4\u4f8b\uff0c\u4f46\u5b83\u8fdc\u8d85\u7f8e\u56fd\u533b\u7597\u4fdd\u5065\u9884\u7b97\u7684\u4e00\u534a\uff0c\u800c\u7f8e\u56fd\u533b\u7597\u4fdd\u5065\u9884\u7b97\u672c\u8eab\u63a5\u8fd1GDP\u768420%\u3002\u56e0\u6b64\uff0c\u8282\u7701\u5176\u4e2d\u8fd1\u4e00\u534a\u7684\u8d39\u7528\uff0c\u5373\u8282\u7701\u6570\u4e07\u4ebf\u7f8e\u5143\uff0c\u5c06\u5177\u6709\u5de8\u5927\u4ef7\u503c\u3002\u9570\u72b6\u7ec6\u80de\u75c5\u548c\u03b2\u5730\u4e2d\u6d77\u8d2b\u8840\u7684\u6cbb\u6108\u7597\u6cd5\u5b9a\u4ef7\u4e3a220\u4e07\u7f8e\u5143\uff0c\u8fd9\u672c\u8eab\u5c31\u662f\u4e00\u4e2a\u8bc1\u660e\u70b9\uff0c\u8868\u660e\u4fdd\u9669\u516c\u53f8\u5bf9\u6b64\u6ca1\u6709\u95ee\u9898\uff0c\u56e0\u4e3a\u4ed6\u4eec\u77e5\u9053\u8fd9\u5c06\u8282\u7701\u60a3\u8005\u591a\u5e74\u6025\u8bca\u3001\u8f93\u8840\u3001\u4f4f\u9662\u7684\u8d39\u7528\uff0c\u6240\u4ee5\u8fd9\u7b14\u4ea4\u6613\u975e\u5e38\u5212\u7b97\u3002Shea\uff0c\u4f60\u6709\u4ec0\u4e48\u8981\u8865\u5145\u7684\u5417\uff1f<\/p>\n

Shea Wihlborg:\u662f\u7684\uff0c\u6211\u5feb\u901f\u8865\u5145\u4e00\u70b9\u3002\u6211\u60f3\u5f3a\u8c03\uff0c\u6211\u4eec\u6b63\u5728\u7ecf\u5386\u4e00\u4e2a\u975e\u5e38\u91cd\u8981\u7684\u6a21\u5f0f\u8f6c\u53d8\u3002\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u6211\u4eec\u786e\u5b9e\u4e3b\u8981\u662f\u5728\u7f55\u89c1\u75c5\u7684\u80cc\u666f\u4e0b\u8003\u8651\u57fa\u56e0\u7597\u6cd5\u548c\u57fa\u56e0\u6cbb\u6108\u3002\u4f46\u968f\u7740\u6280\u672f\u8fdb\u6b65\uff0c\u6211\u4eec\u73b0\u5728\u5f00\u59cb\u770b\u5230\u591a\u5bb6\u57fa\u56e0\u6cbb\u7597\u516c\u53f8\u7684\u7ba1\u7ebf\u4e2d\u51fa\u73b0\u4e86\u53ef\u4ee5\u771f\u6b63\u9488\u5bf9\u66f4\u5e38\u89c1\u75be\u75c5\u7684\u7597\u6cd5\u3002\u8fd9\u5f00\u8f9f\u4e86\u4e00\u4e2a\u5168\u65b0\u7684\u673a\u4f1a\uff0c\u53ef\u4ee5\u6cbb\u7597\u66f4\u591a\u75be\u75c5\u3002\u6211\u4eec\u4ee5CRISPR Therapeutics\u4e3a\u4f8b\uff0c\u505a\u4e86\u4e00\u4e2a\u5fc3\u8840\u7ba1\u75be\u75c5\u7684\u6848\u4f8b\u7814\u7a76\u3002\u5728\u8fd9\u4e2a\u6848\u4f8b\u4e2d\uff0c\u6211\u4eec\u9884\u8ba1\u4ef7\u683c\u4f1a\u5927\u5e45\u4e0b\u964d\uff0c\u6211\u4eec\u6a21\u578b\u6d4b\u7b97\u7684\u4ef7\u503c\u5bfc\u5411\u5b9a\u4ef7\u4e3a16.5\u4e07\u7f8e\u5143\uff0c\u4f46\u5176\u6f5c\u5728\u5e02\u573a\u603b\u989d\uff08TAM\uff09\u4ecd\u7136\u5de8\u5927<\/strong>\uff0c\u6a21\u578b\u6d4b\u7b97\u4e3a2.8\u4e07\u4ebf\u7f8e\u5143\u3002\u539f\u56e0\u5728\u4e8e\u8fd9\u662f\u4e00\u79cd\u975e\u5e38\u5e38\u89c1\u7684\u75be\u75c5\uff0c\u800c\u6211\u4eec\u4ec5\u4ec5\u8003\u8651\u4e86\u90a3\u4e9b\u672a\u6765\u6700\u6709\u53ef\u80fd\u53d1\u751f\u4e25\u91cd\u5fc3\u8840\u7ba1\u4e8b\u4ef6\uff08\u5982\u5fc3\u810f\u75c5\u53d1\u4f5c\uff09\u7684\u6700\u9ad8\u98ce\u9669\u60a3\u8005\u3002<\/p>\n

\u6700\u7ec8\uff0c\u8fd9\u4e9b\u4ef7\u683c\u662f\u57fa\u4e8e\u5176\u8bc1\u660e\u7684\u4ef7\u503c\u800c\u83b7\u5f97\u62a5\u9500\u7684\uff0c\u5bf9\u5427\uff1f\u4e5f\u5c31\u662f\u8bf4\uff0c\u5b83\u4e0e\u4f60\u5411\u60a3\u8005\u548c\u6574\u4e2a\u533b\u7597\u7cfb\u7edf\u5c55\u793a\u7684\u4ef7\u503c\u76f8\u5339\u914d\u3002\u8fd9\u6b63\u662f\u4e3a\u6211\u4eec\u5960\u5b9a\u6210\u529f\u57fa\u7840\u7684\u5173\u952e\u3002Casgevy\u5df2\u7ecf\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u8bc1\u660e\u70b9\uff0c\u5c55\u793a\u4e86\u8fd9\u79cd\u6a21\u5f0f\u5982\u4f55\u8fd0\u4f5c\u3002\u56e0\u6b64\uff0c\u6211\u4eec\u975e\u5e38\u5174\u594b\u5730\u770b\u5230\u8fd9\u79cd\u60c5\u51b5\u4e5f\u5c06\u5728\u66f4\u5e38\u89c1\u7684\u75be\u75c5\u4e2d\u5c55\u5f00\u3002\u5982\u679c\u60f3\u4e86\u89e3\u66f4\u591a\uff0c\u6211\u4eec\u5728ARK\u7f51\u7ad9\u4e0a\u53d1\u8868\u4e86\u4e00\u7bc7\u535a\u5ba2\u6587\u7ae0\u3002<\/p>\n

Cathie Wood:\u6700\u540e\u4e00\u70b9\uff0cShea\u4e5f\u63d0\u5230\u4e86\u5e76\u8d2d\u3002\u5236\u836f\u548c\u751f\u7269\u6280\u672f\u516c\u53f8\u9700\u8981\u5145\u5b9e\u5b83\u4eec\u7684\u7ba1\u7ebf\uff0c\u56e0\u4e3a\u672a\u6765\u4e94\u5e74\u5b83\u4eec\u5c06\u9762\u4e342000\u4ebf\u52303000\u4ebf\u7f8e\u5143\u7684\u6536\u5165\u7f3a\u53e3\u3002\u8fd9\u4e9b\u7a81\u7834\u6027\u516c\u53f8\u2014\u2014Lilly\u6536\u8d2d\u4e86Verve\uff0c\u6211\u76f8\u4fe1\u90a3\u662f\u7b2c\u4e00\u8d77\u3002\u5c31CRISPR Therapeutics\u3001Intellia\u548cBeam\u800c\u8a00\uff0c\u6211\u4eec\u6839\u636e\u7814\u7a76\u5df2\u7ecf\u52a0\u4ed3\u5f88\u957f\u4e00\u6bb5\u65f6\u95f4\u4e86\uff0c\u8fd9\u63ed\u793a\u4e86\u8be5\u7cfb\u7edf\u5c06\u8282\u7701\u591a\u5c11\u75be\u75c5\u62a4\u7406\u8d39\u7528\u3002<\/p>\n

\u6211\u4eec\u62c5\u5fc3\u5176\u4e2d\u4e00\u4e9b\u516c\u53f8\u4f1a\u88ab\u6536\u8d2d\u3002\u6211\u4eec\u4f1a\u575a\u51b3\u53cd\u5bf9\u3002\u6211\u8ba4\u4e3a\u8fd9\u4e9b\u516c\u53f8\u7684\u6700\u5927\u80a1\u4e1c\u4e5f\u4f1a\u53cd\u5bf9\uff0c\u56e0\u4e3a\u6211\u4eec\u5df2\u7ecf\u575a\u6301\u4e86\u5f88\u957f\u65f6\u95f4\uff0c\u7b49\u5f85\u5de8\u5927\u7684\u56de\u62a5\uff0c\u6211\u4eec\u8ba4\u4e3a\u5b83\u5373\u5c06\u5230\u6765\u3002\u5f88\u591a\u4eba\u77e5\u9053\u6211\u4eec\u5bf9\u4e00\u4e9b\u516c\u53f8\u7684\u4fe1\u5ff5\uff0c\u6bd4\u5982CRISPR Therapeutics\u3001Intellia\u3001Beam\u3002\u6211\u5fc5\u987b\u8bf4\uff0c\u4f5c\u4e3a\u4e00\u4e2a\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\uff0c\u57fa\u4e8e\u6211\u4eec\u6240\u6709\u7684\u7814\u7a76\uff0c\u6211\u7684\u4fe1\u5ff5\u662f\uff0c\u8fd9\u4e2a\u5e02\u573a\u9886\u57df\u88ab\u5b8c\u5168\u8bef\u89e3\u4e86\uff0c\u5b9a\u4ef7\u6548\u7387\u4f4e\u4e0b\uff0c\u5e76\u4e14\u6b63\u51c6\u5907\u8fce\u6765\u663e\u8457\u589e\u957f\u3002\u6211\u5f88\u53ef\u80fd\u4f1a\u628a\u8fd9\u4e2a\u9886\u57df\u4f5c\u4e3a\u4e0b\u4e00\u6ce2\u6d6a\u6f6e\uff0c\u6bcf\u6b21\u6709\u673a\u4f1a\u5411\u516c\u4f17\u53d1\u8a00\uff0c\u6211\u90fd\u4f1a\u91cd\u70b9\u4ecb\u7ecd\u5b83\u4eec\u3002<\/strong><\/p>\n

Dan White:\u8c22\u8c22Ovid\u3001Shea\u548cCathie\u3002\u5f88\u9ad8\u5174\u542c\u5230\u533b\u7597\u5065\u5eb7\u9886\u57df\u7684\u6700\u65b0\u8fdb\u5c55\uff0c\u8fd9\u4e9b\u677f\u5757\u6027\u7684\u8f6c\u53d8\u6b63\u4ece\u88ab\u52a8\u5e94\u5bf9\u8d70\u5411\u4e3b\u52a8\u9884\u6d4b\u3002\u6beb\u65e0\u7591\u95ee\uff0cARKG\u4e2d\u7684\u76f8\u5173\u516c\u53f8\u663e\u7136\u6b63\u5904\u4e8e\u8fd9\u4e00\u53d8\u9769\u7684\u6838\u5fc3\u4f4d\u7f6e\u3002<\/p>\n

\u76d1\u7ba1\u4fe1\u53f7\u3001\u6280\u672f\u8d85\u5356\u3001\u94fe\u4e0a\u6570\u636e\u5171\u632f\uff0c\u6bd4\u7279\u5e01\u56de\u8c03\u4e0d\u6539\u957f\u671f\u4e50\u89c2<\/strong><\/p>\n

Dan White<\/strong>:\u73b0\u5728\u8f6c\u5411\u6bd4\u7279\u5e01\uff0cDavid\uff0c\u6700\u8fd1\u51fa\u73b0\u4e86\u4e00\u8f6e\u629b\u552e\uff0c\u4e0d\u8fc7\u4f60\u4e5f\u53ef\u4ee5\u770b\u5230\u6709\u4e00\u70b9\u5c0f\u5e45\u53cd\u5f39\u3002\u4eca\u5929\u65e9\u4e0a\u4ef7\u683c\u5927\u7ea6\u57287\u4e07\u4ee5\u4e0a\u3002\u6211\u4eec\u90fd\u77e5\u9053ARK\u5bf9\u6bd4\u7279\u5e01\u7684\u957f\u671f\u770b\u6cd5\uff0c\u4f46\u4f60\u80fd\u5426\u8c08\u8c08\u4f60\u4eec\u5bf9\u6bd4\u7279\u5e01\u7684\u8fd1\u671f\u89c2\u70b9\uff1f<\/p>\n

David Puell<\/strong>\uff1a\u597d\u7684\uff0c\u8c22\u8c22Dan\u3002\u5927\u5bb6\u53ef\u80fd\u8fd8\u8bb0\u5f97\uff0c\u4eca\u5e74\u4ee5\u6765\u6bd4\u7279\u5e01\u7ecf\u5386\u4e86\u4e00\u6b21\u5927\u5e45\u56de\u8c03\uff0c\u81ea\u53bb\u5e74\u5341\u6708\u9ad8\u70b9\u4ee5\u6765\u4e0b\u8dcc\u4e86\u7ea652%\u3002\u6211\u4eec\u53ef\u4ee5\u4ece\u4e09\u4e2a\u89d2\u5ea6\u6765\u770b\u5f85\u8fd9\u4e2a\u95ee\u9898\u3002<\/p>\n

\u7b2c\u4e00\u4e2a\u662f\u57fa\u672c\u9762\/\u76d1\u7ba1\u89d2\u5ea6\u3002\u6211\u4eec\u8ba4\u4e3a\uff0c\u5728\u8fd9\u4e00\u76d1\u7ba1\u6846\u67b6\u4e0b\uff0cClarity Act\u5c06\u57282026\u5e74\u6210\u4e3a\u63a8\u52a8\u65b0\u589e\u9700\u6c42\u7684\u91cd\u8981\u56e0\u7d20\u3002\u8be5\u6cd5\u6848\u5df2\u4e8e2025\u5e74\u5728\u4f17\u8bae\u9662\u901a\u8fc7\uff0c\u76ee\u524d\u6b63\u5728\u53c2\u8bae\u9662\u5ba1\u8bae\u3002\u5c31\u5728\u672c\u5468\uff0c\u4e5f\u5c31\u662f\u5f55\u5236\u65f6\u7684\u6628\u5929\uff0c\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\uff08SEC<\/a>\uff09\u548c\u5546\u54c1\u671f\u8d27<\/a>\u4ea4\u6613\u59d4\u5458\u4f1a\uff08CFTC\uff09\u7b7e\u7f72\u4e86\u4e00\u4efd\u5907\u5fd8\u5f55\uff0c\u57fa\u672c\u8fbe\u6210\u534f\u8bae\uff0c\u5c06\u5bf9\u52a0\u5bc6\u8d44\u4ea7\u8fdb\u884c\u534f\u8c03\u76d1\u7ba1\u3002\u8fd9\u5bf9\u8fd9\u4e00\u8d44\u4ea7\u7c7b\u522b\u662f\u975e\u5e38\u79ef\u6781\u7684\u4fe1\u53f7\u3002<\/p>\n

\u7b2c\u4e8c\uff0c\u4ece\u6280\u672f\u5206\u6790\u89d2\u5ea6\u770b\u2014\u2014\u8fd9\u5bf9\u6211\u4eec\u6765\u8bf4\u662f\u9526\u4e0a\u6dfb\u82b1\u2014\u2014\u4e0e\u8fc7\u53bb\u51e0\u4e2a\u5468\u671f\u76f8\u6bd4\uff0c\u5e02\u573a\u76ee\u524d\u5904\u4e8e\u4e25\u91cd\u8d85\u5356\u72b6\u6001\u3002\u4e3e\u4e2a\u4f8b\u5b50\uff0c\u7528\u5f88\u591a\u6280\u672f\u4ea4\u6613\u5458\u90fd\u719f\u6089\u7684\u76f8\u5bf9\u5f3a\u5f31\u6307\u6570\uff08RSI\uff09\u6765\u770b\uff0c\u5f53\u524d\u5e02\u573a\u7684\u8d85\u5356\u7a0b\u5ea6\u4e0e2022\u5e74FTX\u5d29\u76d8\u65f6\u548c2020\u5e74\u65b0\u51a0\u75ab\u60c5\u5d29\u76d8\u65f6\u76f8\u5f53\uff0c\u751a\u81f3\u53ef\u80fd\u66f4\u751a\u3002<\/p>\n

\u6700\u91cd\u8981\u7684\u662f\uff0c\u4ece\u94fe\u4e0a\u6570\u636e\u89d2\u5ea6\u770b\u2014\u2014\u5373\u76f4\u63a5\u4ece\u533a\u5757\u94fe\u63d0\u53d6\u6570\u636e\uff0c\u4e86\u89e3\u7279\u5b9a\u65f6\u70b9\u7684\u4f9b\u9700\u60c5\u51b5\u2014\u2014\u6211\u4eec\u770b\u5230\u5e02\u573a\u76ee\u524d\u5904\u4e8e\u6bd4\u4e2d\u6027\u66f4\u4e3a\u770b\u591a\u7684\u72b6\u6001\u3002\u4e00\u65b9\u9762\uff0c\u5f53\u6bd4\u7279\u5e01network\u4e2d\u4e8f\u635f\u7684\u603b\u4f9b\u5e94\u91cf\u8d85\u8fc7\u76c8\u5229\u7684\u603b\u4f9b\u5e94\u91cf\u65f6\uff0c\u8fd9\u901a\u5e38\u662f\u4e00\u4e2a\u9ad8\u4fe1\u5fc3\u7684\u4fe1\u53f7\u3002<\/strong>\u6211\u4eec\u5728\u4eca\u5e74\u4e8c\u6708\u66fe\u77ed\u6682\u5730\u8de8\u8fc7\u4e86\u8fd9\u4e2a\u9608\u503c\uff0c\u8fd9\u662f\u4e00\u4e2a\u6211\u4eec\u5bc6\u5207\u5173\u6ce8\u7684\u9ad8\u4fe1\u5fc3\u4fe1\u53f7\u3002\u540c\u65f6\uff0c\u6211\u4eec\u8fd8\u770b\u5230\uff0c\u6295\u8d44\u8005\u7684\u6210\u672c\u57fa\u7840\u2014\u2014\u6ce8\u610f\u662f\u6210\u672c\u57fa\u7840\uff0c<\/strong>\u4f46\u53ea\u9488\u5bf9\u5e02\u573a\u4e2d\u7684\u6295\u8d44\u8005\uff0c\u4e0d\u5305\u62ecminers\uff0c\u4e5f\u5c31\u662f\u4ec5\u9488\u5bf9\u6bd4\u7279\u5e01\u7684\u4e8c\u7ea7\u5e02\u573a\u2014\u2014\u76ee\u524d\u4ecd\u572850,000\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u6211\u4eec\u8ba4\u4e3a\u8fd9\u4e00\u6c34\u5e73\u6784\u6210\u6f5c\u5728\u7684\u4e0b\u884c\u98ce\u9669\u652f\u6491\u4f4d\u3002<\/strong><\/p>\n

\u7efc\u5408\u6280\u672f\u9762\u3001\u57fa\u672c\u9762\u4ee5\u53ca\u94fe\u4e0a\u6570\u636e\u6765\u770b\uff0c\u6211\u4eec\u4ecd\u7136\u770b\u5230\u591a\u4e2a\u6307\u6807\u76f8\u7ee7\u51fa\u73b0\u79ef\u6781\u4fe1\u53f7\uff0c\u56e0\u6b64\u5bf92026\u5e74\u7684\u6bd4\u7279\u5e01\u524d\u666f\u4fdd\u6301\u975e\u5e38\u4e50\u89c2\u3002<\/strong><\/p>\n

AI\u4e0eTesla, SpaceX\u7b97\u529b\u534f\u540c\uff0c\u77ed\u671f\u4ee5Robotaxi\u4f18\u5148\uff0c\u957f\u671f\u8d70\u5411\u878d\u5408<\/strong><\/p>\n

Dan White:\u597d\u7684\uff0c\u8c22\u8c22David\u3002\u4e0b\u4e00\u4e2a\u95ee\u9898\u633a\u6709\u610f\u601d\u7684\uff0cTasha\uff0c\u8fd9\u4e2a\u95ee\u9898\u6709\u4e24\u90e8\u5206\u3002<\/p>\n

\u7b2c\u4e00\u90e8\u5206\uff0c\u4f60\u662f\u5426\u8ba4\u4e3axAI\u4e0eTesla\u5408\u5e76\u66f4\u6709\u610f\u4e49\uff0c\u56e0\u4e3a\u8fd9\u6837\u53ef\u4ee5\u6574\u5408\u4e24\u4e2aAI\u56e2\u961f\uff1f<\/p>\n

\u7b2c\u4e8c\u90e8\u5206\uff0c\u8003\u8651\u5230SpaceX\u548cxAI\u7684\u5408\u5e76\uff0c\u8fd9\u4f3c\u4e4e\u8868\u660eSpaceX\u53ef\u80fd\u503e\u5411\u4e8e\u5c06\u592a\u7a7a\u8ba1\u7b97\u8d44\u6e90<\/a>\u90e8\u7f72\u7ed9xAI\u3002\u672a\u6765\u8fd9\u4e24\u5bb6\u516c\u53f8\u662f\u5426\u5b58\u5728\u5784\u65ad\u98ce\u9669\uff1f<\/p>\n

Tasha Keeney:\u597d\u7684\uff0c\u6211\u5148\u6765\u56de\u7b54\uff0c\u4e5f\u6b22\u8fce\u5176\u4ed6\u4eba\u8865\u5145\u3002\u5173\u4e8eTesla\u548cXAI\uff0cElon\u8fc7\u53bb\u66fe\u63d0\u5230\uff0cGrok\u53ef\u4ee5\u5145\u5f53Robotaxi\u548cOptimus\u7684orchestration layer(\u534f\u8c03\u5c42)\u3002\u6700\u8fd1\uff0c\u6211\u4eec\u542c\u5230\u4e86\u66f4\u591a\u5173\u4e8e"Macrohard"\u6216\u4ed6\u73b0\u5728\u79f0\u4e4b\u4e3a"Digital Optimus"\u7684\u8bf4\u6cd5\uff0c\u8fd9\u610f\u5473\u7740\u4e24\u5bb6\u516c\u53f8\u53ef\u4ee5\u5408\u4f5c\u3002<\/p>\n

\u4ed6\u5c06\u5176\u63cf\u8ff0\u4e3a\uff1aGrok\u8d1f\u8d23\u601d\u8003\uff0c\u800cDigital Optimus\u5219\u50cf\u662f\u5927\u8111\u4e2d\u7684\u672c\u80fd\u90e8\u5206\u3002\u4f8b\u5982\uff0c\u5b83\u53ef\u4ee5\u5904\u7406\u4f60\u6c7d\u8f66<\/a>\u4e0a\u6700\u540e\u4e94\u79d2\u7684\u5c4f\u5e55\u753b\u9762\u548c\u8f93\u5165\uff0c\u5e76\u5229\u7528AI4\u82af\u7247<\/a>\u8fd0\u884c\u3002\u56e0\u6b64\uff0c\u8fd9\u57fa\u672c\u4e0a\u662f\u4e00\u4e2a\u53ef\u4ee5\u5728edge\u90e8\u7f72\u3001\u5229\u7528\u89c6\u9891\u8f93\u5165\u8fd0\u884c\u7684\u7cfb\u7edf\uff0c\u800c\u6211\u4eec\u77e5\u9053\u8fd9\u6b63\u662fElon\u65d7\u4e0b\u516c\u53f8\u64c5\u957f\u7684\u9886\u57df\u3002<\/p>\n

\u6240\u4ee5\uff0c\u4e24\u5bb6\u516c\u53f8\u663e\u7136\u53ef\u4ee5\u5408\u4f5c<\/strong>\u3002\u6211\u4eec\u4e5f\u77e5\u9053Tesla\u6709\u8ba1\u5212\u5efa\u8bbe\u6676\u5706\u5382\uff0c\u5e76\u8bbe\u8ba1\u81ea\u7814\u82af\u7247\u3002\u5173\u4e8e\u662f\u5426\u5408\u5e76\uff0c\u6211\u4eec\u4e4b\u524d\u4e5f\u8ba8\u8bba\u8fc7\u8fd9\u4e2a\u95ee\u9898\u3002\u6211\u4e4b\u524d\u63d0\u5230\u4e86Robotaxi\u7684\u673a\u4f1a\u3002\u6211\u4eec\u8ba4\u4e3a\u76ee\u524dRobotaxi\u4ecd\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\uff0c\u800c\u4e14\u9884\u8ba1\u8fd9\u5c06\u662f\u4e00\u9879\u80fd\u4ea7\u751f\u5de8\u5927\u73b0\u91d1\u6d41\u7684\u4e1a\u52a1\uff0c\u56e0\u6b64Tesla\u7684\u516c\u5f00\u80a1\u6743\u6295\u8d44<\/a>\u8005\u5e94\u9996\u5148\u4ece\u4e2d\u53d7\u76ca\u3002<\/strong>\u672a\u6765\u786e\u5b9e\u53ef\u80fd\u5b58\u5728\u5408\u5e76\u7684\u53ef\u80fd\u6027\uff0c\u4f46\u76ee\u524d\u6211\u4eec\u652f\u6301\u4e24\u5bb6\u516c\u53f8\u4fdd\u6301\u72ec\u7acb\uff0c\u4ee5\u4fbfRrobotaxi\u4e1a\u52a1\u80fd\u591f\u89c4\u6a21\u5316\u53d1\u5c55\u3002<\/p>\n

\u81f3\u4e8eSpaceX\uff0c\u73b0\u5728\u7684\u60c5\u51b5\u662f\uff0cTesla\u53ef\u4ee5\u8bbe\u8ba1\u548c\u751f\u4ea7\u82af\u7247\uff0cSpaceX\u5c06\u5176\u9001\u5165\u592a\u7a7a\uff0c\u4ece\u800c\u4e3axAI\u7684\u6a21\u578b\u63d0\u4f9b\u7b97\u529b\u3002\u6211\u518d\u6b21\u63d0\u5230\uff0c\u8fd9\u4e9b\u516c\u53f8\u672a\u6765\u6709\u53ef\u80fd\u5408\u5e76\u3002\u5173\u4e8e\u5784\u65ad\u98ce\u9669\uff0cElon\u5b9e\u9645\u4e0a\u63d0\u5230\u8fc7\uff0c\u867d\u7136\u53ef\u80fd\u53d6\u51b3\u4e8eTesla\u81ea\u8eab\u7684\u82af\u7247\u751f\u4ea7\u65f6\u95f4\u8fdb\u5ea6\uff0c\u4f46SpaceX\u53ef\u4ee5\u5c06Trainium\u6216TPU\u9001\u5165\u592a\u7a7a\u3002\u5f53\u7136\uff0c\u6211\u4eec\u8ba4\u4e3a\uff0c\u4ece\u521b\u65b0\u89d2\u5ea6\u6765\u770b\uff0c\u5782\u76f4\u6574\u5408\u5177\u6709\u5de8\u5927\u4f18\u52bf<\/strong>\u3002\u8fd9\u4e5f\u662f\u8fd9\u4e9b\u516c\u53f8\u53ef\u80fd\u8d70\u5230\u4e00\u8d77\u7684\u4e00\u4e2a\u539f\u56e0\u3002\u5b83\u4eec\u76ee\u524d\u5728\u5404\u81ea\u4e0d\u540c\u7684\u5e02\u573a\u8fd0\u8425\uff0c\u56e0\u6b64\u5f88\u96be\u5c31\u76d1\u7ba1\u5c42\u9762\u4f5c\u51fa\u5224\u65ad\u3002\u4e0d\u8fc7\u6b63\u5982\u6211\u6240\u8bf4\uff0c\u77ed\u671f\u5185\u6211\u4eec\u9884\u8ba1Tesla\u4ecd\u5c06\u4fdd\u6301\u72ec\u7acb\u3002<\/p>\n

Cathie Wood:\u6211\u60f3\u8865\u5145\u4e00\u70b9\uff0c\u8fd9\u5f88\u6709\u8da3\u3002\u5927\u6982\u662f\u4e09\u56db\u4e2a\u6708\u524d\uff0cTasha\uff0cElon\u5728X\u4e0a\u53d1\u5e16\u8bf4\uff0c\u6211\u89c9\u5f97\u6211\u7684\u516c\u53f8\u4e4b\u95f4\u7684\u878d\u5408\u7a0b\u5ea6\u6bd4\u6211\u539f\u5148\u60f3\u8c61\u7684\u66f4\u9ad8\u3002\u8fd9\u7ed9\u4e86\u6211\u4eec\u4e00\u4e2a\u4fe1\u53f7\uff0c\u8bf4\u660e\u5728\u8fd9\u65b9\u9762\u53ef\u80fd\u4f1a\u6709\u6240\u52a8\u4f5c\u3002\u8fd9\u5bf9\u6211\u4eec\u6765\u8bf4\u975e\u5e38\u4ee4\u4eba\u5174\u594b\uff0c\u56e0\u4e3a"\u878d\u5408(convergence)"\u4e00\u76f4\u662f\u6211\u4eec\u5173\u6ce8\u7684\u5173\u952e\u8bcd\u4e4b\u4e00\u3002<\/p>\n

\u6211\u4eec\u7684\u9996\u5e2d\u672a\u6765\u5b66\u5bb6Brett Winton\u5728\u6211\u4eec\u7684Big Ideas\u62a5\u544a\u4e2d\u6709\u4e00\u4e2a\u540d\u4e3a"Great Acceleration"\u7684\u90e8\u5206\uff0c\u5176\u4e2d\u6709\u4e00\u4e2a\u7403\u5f62\u56fe\u793a\uff0c\u5c55\u793a\u4e86\u6211\u4eec\u56f4\u7ed5\u4e94\u5927\u521b\u65b0\u5e73\u53f0\u5f00\u5c55\u7814\u7a76\u548c\u6295\u8d44\u7684\u6846\u67b6\uff0c\u4ee5\u53ca\u5176\u4e2d\u6d89\u53ca\u768414\u9879\u4e0d\u540c\u6280\u672f\uff0c\u5e76\u5c55\u793a\u4e86\u5b83\u4eec\u4e4b\u95f4\u7684\u878d\u5408\u5173\u7cfb\u3002\u5982\u679c\u4f60\u4e09\u5e74\u524d\u770b\u90a3\u5f20\u56fe\uff0c\u8fde\u63a5\u5404\u9879\u6280\u672f\u7684\u7ebf\u4f1a\u66f4\u5c11\uff0c\u800c\u4e14\u66f4\u7ec6\uff0c\u610f\u5473\u7740\u6211\u4eec\u5f53\u65f6\u8ba4\u4e3a\u5b83\u4eec\u4e4b\u95f4\u7684\u5f71\u54cd\u6ca1\u6709\u73b0\u5728\u8fd9\u6837\u6df1\u8fdc\u3002\u6240\u4ee5\u6211\u4eec\u5f88\u9ad8\u5174\u770b\u5230Elon Musk\u6b63\u671d\u7740\u8fd9\u4e2a\u65b9\u5411\u8fc8\u8fdb\u3002<\/p>\n

\u65b0CEO\u4e0a\u4efb\u91cd\u5851\u6218\u7565\uff0cFAP\u4e34\u5e8a\u6570\u636e\u4eae\u773c\uff0cRecursion\u5e73\u53f0\u6548\u7387\u4f18\u52bf\u5f00\u59cb\u5151\u73b0<\/strong><\/p>\n

Dan White:\u597d\u7684\uff0c\u8c22\u8c22\u3002\u8c22\u8c22\u4f60\uff0cTasha\u3002\u4e5f\u8c22\u8c22\u4f60\uff0cCathie\u3002<\/p>\n

\u4eca\u5929\u7f51\u7edc\u7814\u8ba8\u4f1a\u7684\u6700\u540e\u4e00\u4e2a\u95ee\u9898\uff0c\u6211\u4eec\u56de\u5230Shea\u8fd9\u91cc\u3002Recursion\u6700\u8fd1\u8868\u73b0\u4e0d\u4f73\uff0cShea\uff0c\u4f60\u8ba4\u4e3a\u6709\u54ea\u4e9b\u56e0\u7d20\u80fd\u8ba9\u8fd9\u53ea\u80a1\u7968\u626d\u8f6c\u5c40\u9762\uff1f<\/p>\n

Shea Wihlborg:\u8fd9\u662f\u4e2a\u597d\u95ee\u9898\u3002Recursion\u53d1\u751f\u4e86\u4e00\u4e9b\u53d8\u5316\uff0c\u6211\u8ba4\u4e3a\u503c\u5f97\u5173\u6ce8\uff0c\u8fd9\u4e9b\u53d8\u5316\u4e0e\u5176\u672a\u6765\u7684\u8868\u73b0\u76f8\u5173\u3002<\/p>\n

\u9996\u5148\uff0c\u9886\u5bfc\u5c42\u53d1\u751f\u4e86\u4ea4\u63a5\u3002Najat Khan\u5df2\u4eceRecursion\u7684chief R&D\u4e0ecommercial officer\u8f6c\u4efbCEO\uff0c\u4e8e\u4eca\u5e74\u5e74\u521d\u751f\u6548\u3002\u5728\u52a0\u5165Recursion\u4e4b\u524d\uff0c\u5979\u66fe\u5728J&J\u62c5\u4efbchief data science officer\uff0c\u9886\u5bfc\u516c\u53f8\u6210\u4e3a\u6700\u65e9\u5728\u7814\u53d1\u4ef7\u503c\u94fe\u4e2d\u6218\u7565\u6027\u5d4c\u5165AI\u7684\u5927\u578b\u5236\u836f\u4f01\u4e1a\u4e4b\u4e00\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5979\u4e86\u89e3\u5236\u836f\u5408\u4f5c\u4f19\u4f34\u771f\u6b63\u9700\u8981\u4ec0\u4e48\uff0c\u56e0\u4e3a\u5979\u66fe\u7ecf\u7ad9\u5728\u5408\u4f5c\u65b9\u7684\u89d2\u5ea6\u3002<\/p>\n

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Dan White:\u592a\u68d2\u4e86\uff0c\u8c22\u8c22\u4f60\uff0cShea\u3002\u4eca\u5929\u7684\u7f51\u7edc\u7814\u8ba8\u4f1a\u5230\u6b64\u7ed3\u675f\u3002\u7a0d\u540e\u6211\u4eec\u4f1a\u5c55\u793a\u76f8\u5173\u4e1a\u7ee9<\/a>\u6570\u636e\uff0c\u8fd9\u4e9b\u6570\u636e\u4e5f\u53ef\u4ee5\u5728ark-funds.com\u7f51\u7ad9\u4e0a\u67e5\u770b\u3002<\/p>\n

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(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"

\u56fe\u7247\u6765\u6e90\uff1aARK Funds Z Highlights: \u6e90\u81ea\u4fc4\u4e4c\u51b2\u7a81\u7684\u4f4e\u6210\u672c\u81ea\u4e3b\u7cfb\u7edf(low-cost au […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[6],"tags":[379,271,378,71,195,266,349,114,286,252,353,173,31,19,265,104,16,241,103,240,22,113,343,367,97,101,339,34,352,238,42,41,385,192,156,51],"views":37,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/753656"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=753656"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/753656\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=753656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=753656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=753656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}