given he's running $AVGO.
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
given he's running $AVGO.
But Western media commentary narrowed this down to:
- "Shortage of capital now, AI Investors are gamblers".
In the conference, Broadcom's CEO was actually defending frontier lab valuations and giving cautiously bullish statements about AI infrastructure demand.
While citing rising interest rates as a potential constraint that larger revenue or adoption could overcome.
Cherry picking quotes out of context disorts the actual messaging.
TLDR:
- Large and elevated AI semi demand, semi supply insufficient to meet market demand. At least another 2 years of elevated spend
- OpenAI valuations defensible, people who sell based on extreme expectations for the company are like casino gamblers.
- Tan stated markets had misinterpreted OpenAI's ARR because its underlying fundamentals remained strong.
- Frontier labs if they achieve widespread adoption / revenue would strengthen capital raising, which overpower headwinds from raising interest rates.
Lot of $AVGO CEO remarks looks heavily nuanced, which Western media coverage distored.
💬 引用 Serenity (@aleabitoreddit)
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI. https://t.co/fHzsD9Na4s
原帖：https://x.com/aleabitoreddit/status/2109852646484201736
翻译：
所以我又花了些时间，查看了更多 DBS 会议资料：
- “两家半导体巨头 $AVGO 和 $INTC 都表示，AI 的突破将使芯片投资需求至少再维持 2 年高位，因为目前的供应不足以满足市场需求。”
- “目前的芯片产能已远远无法满足需求，$AVGO CEO 预计未来短缺还会进一步加剧。”（香港《信报财经新闻》）
- “谈到 OpenAI 时，陈福阳表示，市场误读了这家公司，因为其基本面依然强劲。
他认为，仅凭单一的短期数据点［$50B 年化经常性收入］就卖出的投资者，‘本质上与在赌场赌博的人没什么区别’。”（例如香港《信报财经新闻》）
- 在评论投资者对 OpenAI 最新营收预测的失望时，他表示，$50B 的年化经常性收入“单看这个，其实没那么糟”。（《商业时报》）
他还指出，投资者之所以失望，是因为不了解这项业务，并像赌场赌徒一样抱有过高预期。
- 陈福阳否认 OpenAI 估值过高。报道援引他的话称：
“这几乎就像他们在赌场里赌博。”
这句话指的是投资者对 OpenAI 抱有不切实际的预期，并且缺乏了解。
- 陈福阳表示，如果 OpenAI
Serenity (@aleabitoreddit) on X
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI.
Serenity (@aleabitoreddit)
https://twitter.com/aleabitoreddit/status/2109852646484201736
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this\.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI\.
But Western media commentary narrowed this down to:
- "Shortage of capital now, AI Investors are gamblers".
In the conference, Broadcom's CEO was actually defending frontier lab valuations and giving cautiously bullish statements about AI infrastructure demand.
While citing rising interest rates as a potential constraint that larger revenue or adoption could overcome.
Cherry picking quotes out of context disorts the actual messaging.
TLDR:
- Large and elevated AI semi demand, semi supply insufficient to meet market demand. At least another 2 years of elevated spend
- OpenAI valuations defensible, people who sell based on extreme expectations for the company are like casino gamblers.
- Tan stated markets had misinterpreted OpenAI's ARR because its underlying fundamentals remained strong.
- Frontier labs if they achieve widespread adoption / revenue would strengthen capital raising, which overpower headwinds from raising interest rates.
Lot of $AVGO CEO remarks looks heavily nuanced, which Western media coverage distored.
💬 引用 Serenity (@aleabitoreddit)
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI. https://t.co/fHzsD9Na4s
原帖：https://x.com/aleabitoreddit/status/2109852646484201736
翻译：
所以我又花了些时间，查看了更多 DBS 会议资料：
- “两家半导体巨头 $AVGO 和 $INTC 都表示，AI 的突破将使芯片投资需求至少再维持 2 年高位，因为目前的供应不足以满足市场需求。”
- “目前的芯片产能已远远无法满足需求，$AVGO CEO 预计未来短缺还会进一步加剧。”（香港《信报财经新闻》）
- “谈到 OpenAI 时，陈福阳表示，市场误读了这家公司，因为其基本面依然强劲。
他认为，仅凭单一的短期数据点［$50B 年化经常性收入］就卖出的投资者，‘本质上与在赌场赌博的人没什么区别’。”（例如香港《信报财经新闻》）
- 在评论投资者对 OpenAI 最新营收预测的失望时，他表示，$50B 的年化经常性收入“单看这个，其实没那么糟”。（《商业时报》）
他还指出，投资者之所以失望，是因为不了解这项业务，并像赌场赌徒一样抱有过高预期。
- 陈福阳否认 OpenAI 估值过高。报道援引他的话称：
“这几乎就像他们在赌场里赌博。”
这句话指的是投资者对 OpenAI 抱有不切实际的预期，并且缺乏了解。
- 陈福阳表示，如果 OpenAI
Serenity (@aleabitoreddit) on X
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI.
Serenity (@aleabitoreddit)
https://twitter.com/aleabitoreddit/status/2109852646484201736
Wow this is sad to see Korean markets with $SKHY / Samsung crash like this\.
Special thanks to $AVGO CEO adding fuel the fire…
Calling AI investors gamblers and saying enterprise AI isn’t delivering ROI\.
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