對 AI 泡沫怎麼看？

Hello everyone, I'm Terry. I'm in Seattle right now. When it rains, you know it's a very classic Seattle weather. I came back this time to clean up the house. Because my former roommate is moving out. And then I came to take a look at something I just bought. That's right, that's the house behind me. To be precise, it should be a mobile house. I don't know if you can see it, but there are two wheels underneath.

and there's a trailer in front of it I don't know if you've seen the animation of the movie "Horror" I think that's the concept I just need to hook the Cybertruck on the hook and I can start my road trip to North America This house has a kitchen, bathroom, and two rooms Basically, you can have everything you need And this thing is really a giant You can see the proportion of this car to mine

I will compare the size of this car to see if it is bigger or not. I will share more about this car in the future. This car is parked in the backyard of my house. If you live in Peking, and you want to buy this car, you can email me. I will share more about this car with you. It is raining outside, so I will share more about this car with you.

I haven't shared it in my IG 100,000 subscriber Q&A I think I've asked a lot of questions from my friends before Some of them asked me if I could make another episode to answer more questions So I thought, okay, let's answer some more questions The first question is, do you plan to go back to Seattle?

I think I will come back but I will not stay here for a long time Second question, if you want to get a second country identity, what can you suggest? Speaking of this second country identity, I think

I do have a few things to share with you today. First, you need to have a clear goal. You need to have a clear purpose. When I got my identity in Canada, I wanted to work in the US. I knew I didn't want to work in the US. The company told me they wanted to help me get a green card. I refused. I knew I wouldn't stay in the US for the rest of my life. I thought about this when I was in college.

So I think you should ask yourself what is your ultimate goal in taking over this country? Some people might want to move to Singapore because of their children. Some people might want to open a company because they want EU passport. I think you should think about this first. Do you agree with delaying enjoyment? What is your idea of happiness for those who are 40 but can't buy it at 25?

I think you have to have a certain level of enjoyment. At least I know that when I was 20, one thing I did was try to make money, and try to save money, and try to invest. That's how I can live a life where I don't have to worry about money when I'm 30. Or a life where I don't have to worry about money. And another thing I know is

I think this is what I've been pursuing all along.

I also enjoy the process of pursuing. So I don't feel that I'm delaying my enjoyment in pain, but I'm chasing my own freedom. What advice would you give to civil society people who want to become urban engineers?

I don't think there's anything special about it. I would suggest you to be interested in this industry. Otherwise, you will suffer a lot. If you are not interested, you are destined to fail. Then you need to know where your weakness is. Is it the algorithm, data structure, or work experience? Or you lack anything that can make your resume stand out? Or you may have a lack of education. When you know your weakness, you can make up for it one by one. Anyway, I don't think this is an easy way.

很多人做到了就你會需要花很多的心思跟時間想知道最近還有沒有看好的美股公司 其實我覺得我們現在正在經歷一個就是經歷一段時間是 ai 在改變我們整個人類生產力的一個爬升期 那我覺得其實我該佈局的公司大部分都已經佈局的差不多了 說真的如果你真的不知道該買什麼的話我會建議說那還不如就買個大盤或是買個qqq就可以了如果你要

波動比QQQ還要再低一點 那你就買VO S&P500大盤指數就可以了 因為我覺得在未來美國的500強企業呢 他們的營收一定會再創新高 因為AI的普及 還有所有的傳統產業公司 必須轉型AI 把AI帶進他們的系統裡面

Otherwise, they will be eliminated by the times and lose competitiveness. Those 500 strong companies that are still alive and still in S&P500 will be successfully transformed by using AI. So their cost will drop significantly and their productivity will also increase significantly. So in fact, if you really don't know what investment is,

I think you should invest in S&P500 Index. If you really want to do some stock selection research, I recommend Alpha Picks. You can go to my last video. I really used the actual data to review. What is the most interesting thing you encountered in Japan?

The most interesting thing is that I used to use the phone booth in Tokyo when I was in Japan. I needed to wait for a text message at home. I was in a hurry to go abroad.

So they told me that if I wanted to go abroad, I would call them. And the visa office's phone was really amazing. You just need to use any international phone to call them. Or if you use my phone in the U.S., it will not let me answer. You need to use a local Japanese phone to call them. I didn't have a Japanese number at the time.

I didn't want to bother my friends because they were all going to work. So I just took a bunch of coins and put it in the telephone booth. I kept calling. I don't know how many times. It took me about ten times for someone to get through. Because I was busy every time I called. The phone was super hard to reach. Finally, after I got through, I called for a whole day. After I got through, that person didn't speak English. I didn't speak Japanese either.

I just said GG. So I think living in Japan is really important. Can you tell us about the investment ratio? How did you decide to buy a house? I've already shared the investment ratio in my previous video. If you're interested, you can go back and watch my previous video. Basically, there hasn't been much change. Because it's quite recent. What do you think of AI bubbles?

Okay, I think this is a long topic. I'll try to be brief. The AI PowerMob that you are talking about is actually a comparison with the dot-com bubble in 2000. I think it's like a video I made before. I compared NVIDIA to Costco at that time. Okay, let's talk about 2000 first. Back to 2000. At that time, if you only registered a website, a domain, a domain, there was a broken landing page.

You can basically get money to finance Many companies also went public at that time Many listed companies did not have any revenue Because at that time, no one cared about whether this company could really make money At that time, the market was extremely greedy Everyone wanted to invest their money in the most popular Internet of Things In that time, there was no AWS and no GCP So the price of websites became a very high cost, a high threshold job When you do it, you can finance

But after the financing, it's another story whether you can make money or not. So the valuation at that time was basically impossible to achieve. OK, let's go back to today. Today, you go to checkGPT.

Gemini, all the AI models, actually it has already made our ordinary people, all of us, have a much better work efficiency. For example, I'm writing a code now. Before, it might take two weeks to complete the work. Now, it might take a day to complete it. What does that mean? For the company, 90% of the human resources can be saved. So this is why so many big companies

big tech companies are hiring. Part of the reason is AI. The strategy of using manpower to take over the market was outdated. Now, companies tend to hire elite troops. In fact, it's to let

公司上企業變得更 lean 變得更健康 然後把浪費降到最低 那我覺得我們現在呢 基本上已經完成了 第一輪的這個 AI adoption 就是透過 LLM 大巡圓模型 把普通人 或者是像我們這樣工程師 在電腦工作的人 的效率拉到最高 那第二個 round 的 adoption 呢 其實就是把 傳統產業 Enterprise 他們的效率給拉上去 像 Palantir 這家公司

OK, so when the second round of adoption broke out, we can see that the company's earnings are exploding.

and then S&P500 continued to rise. After that, the third round of adoption, I think it will be the AI of the physical world. By that time, all the work of the real physical world will be greatly improved. We will no longer need to rely on manpower to do some things, such as home-cultivation, or for example, to go to the grass, to bring children, these things. All of these can be done by machines.

At that time, the production line, the production line of the factory will also be transformed on a large scale. Will remove all the parts that need to rely on human power. By that time, we are actually almost entering a new era of industrial revolution. All prices will fall. Then the whole world's economy will become a situation of inflation. Then many countries will have the so-called universal income. That is, everyone will have a fixed salary.

Yes, you don't have to do anything, the government will pay you. By then, most people don't need to work anymore. Yes, that's about it. Okay, after talking about so much nonsense, let's get back to the problem itself. What do you think of AI bubble? I believe that, of course, in every stage of adoption, there will be some water, some companies that don't make money, and some companies that cheat money. In the end, it will explode.

I think this will happen. But if we compare it to 2000 years ago, I think the difference is huge. Because most companies at that time had not figured out how to make money. And everyone was thinking about how to make money from investors. But now we can clearly see that AI can really make the whole world more efficient and cost-effective. Make the whole world richer. So even if there is a bubble, I think it's still a bubble.

There will be some water bubbles, but they are small. We can recover quickly. Next. If you have 3 million, will you buy Tesla or Bitcoin? I think it's the same. It depends on what your current position is and what your current life is. If you have retired, I think Tesla may not be suitable for you. But

I can have a small slot to hold Bitcoin If I have 3 million Taiwan dollars I won't buy anything because my Tesla slot is already very large The Bitcoin slot is also quite large Plus, when Bitcoin was on the stack a few days ago I was also adding more When Tesla was on the 400, I was also adding more If you follow my IG, you should have seen If Tesla is lucky enough to be able to stack 400 again Of course I will continue to increase the strength

So this is really a very interesting situation. Some people may say that it is now suitable to buy some real estate. For example, gold or real estate. Because the real estate we usually think of is of course gold or real estate. But you may not know that the high-end wine industry is also a very active real estate investment. Today I want to share with you an app called Athen. They specially provide a platform.

讓小資族或是一般大眾不用花大錢, 也能非常簡單的買酒類收藏品, 或是購買自己喜歡的酒品。

I never thought about investing in alcohol before I'm not familiar with this industry and I think the mobility should be quite poor But the Atheon mode solves a lot of this problem It's also very easy to operate on it After opening Atheon, you can see that there are many different wines Including whiskey, high-quality red wine, etc. can be found on this platform What's special is that there is a function of smart selection here It's a combination of alcohol automatically selected by AI

You can buy a good quality wine bottle for less than $1,000. You can get a refund every day after you buy it. For example, this account has 1,000 bottles of smart wine. You can get a refund of about $225 every day. The annual refund is about 9.1%. If you want to cash out at any time, you can also sell it to you through this platform. If you want to choose wine yourself, you can also see that there are many other selected single products here.

Each bottle has different value. For example, this one is a high-quality wine. The annual value of this bottle is about 7%. The longer you keep it, the higher the value. The same goes for the wine. After a while, you can sell it.

Or if you want to drink it yourself or give it to someone else, you can also send the product back to your home via AFIAM or send it to your loved ones' home. It means that you don't need to store it yourself after long time. AFIAM will handle everything for you. It provides a one-stop service.

and experience of storing and selling. If you are interested in buying and collecting wine, you can go to see AFN. I will put the link in the information section below the video. Let's go back to the next question. Which city in the world is the most remote? Actually, for me, I think I have been to so many countries and places. So far, I think the most comfortable place is still Tokyo. No matter the weather,

environment, culture, and life skills. I think Tokyo is a good place for me. What do you think the meaning of life is? I think the meaning of life is to experience the animal as a human. I don't have any big ambitions or ambitions. I want to change the world or to leave a mark on history. For me, the most meaningful thing is to experience all kinds of things as a human.

I can't accept a routine and unchanging life. Although my MBTI is ISTJ, I think it's more like my attitude towards work. I prefer to have different experiences in life, rather than staying in the same place for years. Do you think...

OK.

OK, I don't really understand it. I don't say I understand it very well. But I think the strategy they are doing is good in its essence. I think it is the fastest way to promote the spread of cryptocurrency. But I think the problem lies in the leverage and the extreme.

这个事情本身就是一个不健康的 而且我当时就觉得说 下一轮的熊市 很可能就会因为像是Strategy这样的公司 造成的一个导火线 当然我觉得也不希望这种事情发生 因为毕竟我自己也是 Crypto的一个holder 而且加密货币说真的 走到现在 走到今天也不容易 终于慢慢的有比较多人愿意去尝试 慢慢去接受加密货币这个投资 那如果我们又再爆一次的话 那我真的不知道我们又要

How long will it take to push back? So my strategy is still the same. The cash continues to DCA Bitcoin Then I will never go to the leverage. Going to the leverage is actually doing some short-term operations. Sometimes I feel that the trend is very obvious. I will do it, I think it's fun. But if you invest in the long term, I will never go to the leverage. I will never invest in the stock of this company. Recommend new people who enter the market. 40k monthly salary Investment part and cash ratio

How to catch that if you are If you just entered the workplace, there is not much burden For example, you may not have a house to support Or your body is relatively better May not need to go to the doctor I personally will do it myself I will put all of me I can do as much as possible All the salary is slowly taken to DCA to invest Because doing this can make my assets

盡量的以最快速度去擴展 我知道很多人會說 我們要留一個很健康的現金倉位 或者說有一個應急資金 來以備不時之需 但假如說你的薪水本身就不高 那到時候如果真的發生什麼緊急 或是真的很需要用一大筆錢的時候 我覺得你可能 就可能或許你的應急資金也不夠 尤其是現在

The money you have in your hand is basically depreciating. And what you need to do is to accumulate your assets as quickly as possible. This will be an important economic support for your future. I know many people have a high salary. They are engineers or doctors. They are so high that they envy their salary.

But they don't invest at all Or basically spend every month on making money I think this is more dangerous There was a episode about how many stocks to buy before retirement If you can't buy so many stocks, what should you do? Should you continue to buy? In fact, the purpose of my video is to give you a concept that is to retire early. Wealth freedom is not as difficult as you think Or it's not as difficult as the legend If you have a goal, it will be very easy to execute it.

然后让你更有这个动力去赚钱,去存钱,去投资。 但是呢,要达到财富自由的方式也有太多种了。 其实你也可以完全不需要按照我那个影片里面去抄作业。 或者是说你想要投资特斯拉,但是买的股数还不够。 我觉得你也不太需要去担心,因为就我,

也沒有好幾年啊,就是有幾年投資特斯拉的經驗。 這個市場永遠都會給你可以買入特斯拉的機會。 特斯拉這支股票就是有這個尿性。 我覺得你應該要去思考的是怎麼樣去提升你本業的收入。 這樣你才可以有足夠的子彈,當市場在下跌或是回調的時候,你可以繼續加倉。 我覺得這才是最重要的。 現在AI發展得很快速。

Actually, I think because of AI, it's not necessarily necessary to have a background in information to be a software engineer. So let's get back to the point of the question. How can you get an interview without a background in information? And then through the interview, I think this is the hardest part.

The actual battle camp I did with Hank is almost over. The actual battle camp helps students without a background in the field of volunteer work to stand out in the interview. And you can learn a lot of basic algorithms and data structures during the process. It can help you to improve your background.

So I think because of AI, there's too much information that we can learn. I think it's not that hard to get an interview. It's harder for people without a career background to get an interview. How do you get selected in so many fields?

Then it depends on your resume what you can show I think if you have the conditions I would still recommend you to study a kind of a跳board It will be relatively much easier If you are not good at reading How can you make a lot of money by yourself? Actually, I know a lot of people who are really good at making money Only a small part of people are really good at reading And most people are really ordinary in reading Or reading is very, very bad Instead, I found

People who are good at making money usually have a characteristic that they really like to make money. They really want to make money. They are very eager to make money. They are very eager to make money. And these people also have a very big characteristic. They are not afraid of failure. I see that the more afraid of failure, the more cautious people are. Usually those who can't make a lot of money. For interpersonal relationships, sometimes I feel tired and want to ask how to improve. Then I can share with you myself.

I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong negative energy. I don't waste my time on people with strong energy. I don't waste my time on people with strong energy. I don't waste my time on people with strong energy. I don't waste my time on people with strong energy. I don't waste my time on people with strong energy. I don't waste my time on

精神上面的那些人上面 我覺得每個人都有自己的工作 都有自己的責任要做 人其實已經很累了

In such a difficult situation, I have to take care of others' feelings, and I have to be bullied and bullied. I think unless this person gives me something that others can't give me, I will never waste it on such a human-to-human relationship. It won't waste a second. If BTC came to Xiong City, would they sell some parts and wait for the low point to add more? I don't think so, because history has proven it many times, countless times.

因為你去time the market 永遠都會是一個錯誤的選擇 其實你只要buy in the hole 然後多經歷過幾輪的這個牛熊市 你基本上就可以財富自由了 就是這麼簡單 21歲的時候

I was still a college student. I didn't know what my future would be like when I was 21. I never thought I would share the IG 100,000 subscriber Q&A with my camera. You will find that a lot of things that you thought would happen never happened. And a lot of things that you never thought of will happen every day in the future. So I think if you are 21,

You don't have to think too much. Sometimes you don't have to predict the future. Or predict what will happen in the future. I think you just have to know how to follow the current trend. It's okay. Okay, I hope this Q&A today has helped you. If you like it, remember to give me a thumbs up. Because I've been standing outside for almost half an hour. It's super cold.

Seattle is a bird's eye view. Basically, every day... Not every day, but every year, it's like this for about half the time. If you don't want to miss more similar content, remember to subscribe to my channel or follow my IG. Okay, see you next time.