Ackman评黄仁勋离职及Anthropic路演
Ackman on Huang's Exit, Anthropic IPO Roadshow
How did you find the event? What happened there? We listen to the live stream, but that's it. Uh, I thought I liked him where the Jackson hung out. How do you allay fears of the I treat? And I know you also tweeted about, um, Jenson Button. Well, I think Jenson amazing CEO. Sad to see him leave, but, you know, Nvidia will survive. Well, uh, and you know, I'm sure the company will do great. What do you think of Nvidia.
你觉得这次活动怎么样？现场发生了什么？我们听了直播，但也就那样。嗯，我觉得杰克逊（Jackson）待过的地方挺不错。你们怎么消除对 I treat 的恐惧？我知道你也发推提到了詹森·巴顿（Jenson Button）。嗯，我认为詹森是一位了不起的首席执行官。看到他离开令人遗憾，但你知道的，英伟达（Nvidia）会挺过去。嗯，而且我相信这家公司会做得很好。你怎么看英伟达？
And I think I think Jenson will do something else. Great. And Nvidia being the central bank of AI, what do you make of the key minor risk and how one companies at the heart of all the I mean, there are a lot of iconic CEOs and and you know, Apple had an iconic CEO and company did pretty well after. I'm not I'm not an investor at Nvidia. Uh, I always admired the company. Are you invested in something? Uh, not. Not directly.
我认为詹森会去做别的事情。太好了。作为 AI 的中央银行，英伟达如何看待关键少数风险，以及那些处于核心的公司？我的意思是，有很多标志性的首席执行官，你知道苹果也有过一位标志性的首席执行官，公司在之后也表现得相当不错。我不是英伟达的投资者。嗯，我一直很钦佩这家公司。你投资了什么东西吗？嗯，没有。不直接投资。
No. I'm in a fund that has a position in anthropic, and I was impressed with art. So he seems like a good guy. You can invest more in that. I am okay. Actually, we're going to take. We're taking a hard look. Yeah, yeah. Anything more? We're gonna do the work. Are you feeling confident about what? The heart looks like? That for you? I know, okay? Yeah. And any risks that you foresee for the AI trade down the line? Yes.
没有。我持有一个在 Anthropic 有头寸的基金，我对 Anthropic 印象深刻。所以看起来他是个好人。你可以更多地投资那个领域。我还行。实际上，我们要采取行动。我们正在仔细审视。是的，是的。还有更多吗？我们会做功课。你对什么有信心？心脏看起来像什么？那对你来说呢？我知道，好吧？是的。以及你在 AI 交易下游预见到的任何风险吗？是的。
Many, many, many, many of them. I don't think I have a unique insights, but I was impressed. I thought, uh, that Dario was most impressive. You seem like a very thoughtful, measured, you know, CEO. And, uh, I liked how he talked about culture and talent, and so it's good. Good job, good conversation. I know you're probably at the height of the hype in finance, but how did you get invited to this one? And how did people get invited?
非常多，非常多，非常多，非常多。我不认为我有独特的见解，但我印象深刻。我想，嗯，达里奥（Dario）最令人印象深刻。你看起来是一位非常深思熟虑、沉稳的首席执行官。嗯，我喜欢他谈论文化和人才的方式，所以很好。干得好，对话很棒。我知道你可能正处于金融炒作的高峰期，但你如何受邀参加这次活动的？人们是如何受邀的？
You? Uh, just clients of J.P. Morgan. I think I think I have a great job.
你？嗯，只是摩根大通（J.P. Morgan）的客户。我认为我有一份很棒的工作。
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