拋開英偉達,再做一個3-5家公司的AI投資組合,李開復選了誰?
零一萬物創始人兼CEO李開復博士做客格隆匯高端訪談《格隆博士會客廳》。格隆:如果當下這個時點再在AI領域做一個未來的3- 5家公司的投資組合,您會選擇哪幾家?李開復:任何一個公司,比如Anthropic、 OpenAI現在在第一梯隊的模型裏面都是值得投資的。尤其是OpenAI,我覺得三年升幾倍是沒有問題的,當然它不是一定會成功,但是是高概率的。所以如果只能挑一家的話,我會挑OpenAI。因為它的風險可控,而且上升還是很大,當然可能不太可能買到這個股票。換個角度來看,哪些公司哪怕他自己沒有一個第一梯隊的大模型,他依然可以經過大模型的普及讓它整個業務得到巨大的成長。我覺得微軟肯定是一家、特斯拉可能是一家。特斯拉其實最近的自動駕駛還是非常讓人驚豔的,一定程度它跟大模型是類似的。當然微軟跟特斯拉的成長空間可能就沒有那麼大了,但是還有其他的公司會受益嗎?我覺得可能一些雲的公司,因為AI跟雲還是綁在一起的。AI會帶來雲的下一個階段的提升,所以比如説亞馬遜或者阿里這種龍頭的雲公司是值得參考的。
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