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← @皮特王美股价值论

$NVDA

BEARISH2026-03-17
Price around the call
↓ 2026-03-17
By horizon✗ miss+4.1%
1d
✓ -0.8%
5d
✓ -0.5%
21d
✗ +4.1%
Original post
皮特王美股价值论 · 2026-03-17

据说,有人问某个投资者是怎么做投资的,他就说马斯克搞什么我就搞什么。我也给关注龙虾和agent的朋友一个有意思的视角,那就是看马斯克的相关说法和做法。因为Agent的实质是自动化,就是提高效率。而在这个地球上,没有人比马斯克更重视效率、也更懂怎么提高效率了。不要听卖芯片的和做AI的人说什么,因为他们很可能只是在做推销而已。马斯克做了自动驾驶系统FSD,也做了AI大模型xAI,还在做机器人Optimus。却从来没有去做或者去用什么agent。我可以比较有把握地推测,马斯克是看不上这类agent的。要么你就有大资本和高技术,直接做更复杂的系统和产品,要么你就别瞎忙活了。对于自动化和效率,马斯克有自己完整的方法论,那就是著名的“五步法”:1、质疑需求Make requirements less dumb2、删除Delete the part or process3、简化/优化Simplify / Optimize4、加速Accelerate cycle time5、自动化Automate最难的是第1步和第2步,最简单的是第5步。没有前面两步,直接从第5步开始,这就是现在龙虾热的真相,也就是投机取巧、想走捷径的人性弱点的又一次大型呈现。按马斯克的标准,很多热衷在内部推行龙虾的老板不如先裁员50%,很多用龙虾的个人不如先砍掉手头这些无聊的工作,重新找点不需要用龙虾却更需要深度思考的事情做。$谷歌A(GOOGL)$ $特斯拉(TSLA)$ $英伟达(NVDA)$

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