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谷歌创始人罕见反思:低估 Transformer,也低估了 AI 编程的风险,“代码错了,代价更高”
AI前线· 2025-12-21 13:32
编译| Tina 很多人喜欢用一句话概括过去两年的变化:AI 终于开始"会写代码了"。 从 Copilot 到 Cursor、从 Claude Code 到各类 Coding Agent,生成代码的速度与覆盖面早已超过大多数人的手写能力。但在 一场公开对话中,谷歌联合创始人 Sergey Brin 给这种乐观判断泼了盆冷水——问题不在"能力不够",而在风险。AI 写代码"有 时并不能正常工作",一旦出错,往往会是"相当严重的错误"。 他还用一个反差很强的例子解释这种风险:如果是一篇比较文学论文,"写错一句话,通常不会造成那么大的后果"。因此在他 看来,AI 也许更适合先去承担那些"写错了也没那么要命"的创意类、文字类工作。 在同一场对话里,他也罕见回顾了谷歌在生成式 AI 路线上的迟疑与误判:包括对 Transformer 之后技术浪潮的低估、对扩大 量级算力的投入不够,以及"太害怕把它交到用户手里,因为聊天机器人会说蠢话",结果让竞争对手抢先把产品化窗口打开。 他甚至笑着提到,自己在疫情前一个月选择"退休",后来发现那是个"非常糟糕的决定",最终还是被这一轮 AI 浪潮拉回了办公 室。 但他也不认同把今天的 ...
3 of the Best Artificial Intelligence (AI) Stocks to Buy for 2026
The Motley Fool· 2025-12-20 09:38
These tech giants are already massive, but that doesn't mean they've run out of opportunities to grow.Are you worried that you've missed out on the opportunity to generate a great return from artificial intelligence (AI) stocks? There are still plenty of good and reasonably priced AI stocks you can add to your portfolio today. And many of them are already large, safe, and established players in tech.Heading into 2026, three AI stocks that I think possess the most upside are Alphabet (GOOG +1.55%)(GOOGL +1.5 ...
Alphabet Has Another Hidden Asset, and Its Value Is About to Go to the Moon in 2026
The Motley Fool· 2025-12-18 18:00
Alphabet has invested in several space companies.Alphabet (GOOGL 3.22%) (GOOG 3.16%) is best known for Google, which is the most dominant search engine on the planet. Google commands an approximate 90% market share in search, in large part due to the distribution advantages it has. The company owns both the world's leading web browser in Chrome and the No. 1 smartphone operating system in Android.Alphabet also has a search revenue-sharing deal with Apple to be the default search on all its devices. This ess ...
Prediction: This AI Stock Could Be the Next $4 Trillion Company in 2026
The Motley Fool· 2025-12-18 06:30
Don't count out the reemerging search and artificial intelligence (AI) giant.Many investors were shocked when Nvidia became the first company to achieve a $4 trillion market cap. The competition for the world's largest market cap was long a contest between Apple and Microsoft, so to see Nvidia emerge out of nowhere likely came as a surprise.Now, the question is, which company is the next to achieve a $4 trillion market cap? Today, Apple has already achieved that, but instead of Microsoft (which previously r ...
Alphabet's Waymo reportedly in talks to raise $15B at $100B valuation
Proactiveinvestors NA· 2025-12-17 23:38
关于发布商Proactive - 发布商是一家提供全球金融新闻与在线广播的机构 其内容由经验丰富的独立新闻记者团队制作 旨在为全球投资者提供快速、易获取、信息丰富且可操作的商业与金融新闻 [2] - 发布商专注于中小型市值公司市场 同时也覆盖蓝筹股公司、大宗商品及更广泛投资领域的信息 其内容旨在激发和吸引积极的个人投资者 [3] - 发布商的新闻团队覆盖全球主要金融和投资中心 在伦敦、纽约、多伦多、温哥华、悉尼和珀斯设有办事处和演播室 [2] 关于发布商的报道领域 - 发布商的报道范围广泛 包括但不限于生物技术与制药、采矿与自然资源、电池金属、石油与天然气、加密货币以及新兴的数字和电动汽车技术等领域 [3] 关于发布商的内容制作 - 发布商在内容制作中采用前瞻性技术 其人类内容创作者拥有数十年的宝贵专业知识和经验 同时团队也借助技术来协助和增强工作流程 [4] - 发布商偶尔会使用自动化和软件工具 包括生成式人工智能 但所有发布的内容均经过人工编辑和撰写 遵循内容生产和搜索引擎优化的最佳实践 [5]
Is Alphabet (GOOGL) One of the Best Stocks to Buy According to Seth Klarman?
Yahoo Finance· 2025-12-17 21:11
Alphabet Inc. (NASDAQ:GOOGL) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for GOOGL suggests an upside of 7%; however, the Street high indicates an upside of 40%. As of the third quarter of 2025, billionaire Seth Klarman holds 1.85 million shares of Alphabet valued at $452.5 million. On December 5, The Fly reported that Truist analyst Youssef Squali maintained a Buy rating on Alphabet and increased the price target from $320 to $350. The analyst ...
Tesla: Robotaxi Dreams Crushed By Alphabet's Waymo (NASDAQ:TSLA)
Seeking Alpha· 2025-12-17 05:44
Today, Tesla, Inc. ( TSLA ) is a titan of global markets, boasting a market cap of over $1.5 trillion. However, I believe there is a strong cognitive dissonance between the financial & commercial reality of this company going forwardHello. I am a graduate from Bocconi University with a degree in Economics and a concentration in Quantitative Economics. I am currently working at a management consultancy, with aspirations of working as an investment analyst. Previously, I have done internships in private equit ...
Alphabet's stock surge has made its cofounders richer than anyone except Elon Musk
Business Insider· 2025-12-16 18:50
The "Google Guys" are now richer than Amazon's Jeff Bezos, Oracle's Larry Ellison, and Meta's Mark Zuckerberg. Alphabet's cofounders, Larry Page and Sergey Brin, are worth $265 billion and $246 billion each as of Monday's close, per the Bloomberg Billionaires Index. They're the second- and third-richest people on the planet, behind only Elon Musk and his $638 billion net worth.Page and Brin have added $97 billion and $88 billion to their respective fortunes since the start of January, for a joint wealth ga ...
Should You Buy This "Magnificent Seven" Stock Before 2026?
The Motley Fool· 2025-12-16 09:32
Alphabet remains one of the top growth stocks to buy.The "Magnificent Seven" stocks have produced the lion's share of the S&P 500's long-term gains. This group of stocks represents 35% of the S&P 500, and if these seven stocks continue to outperform the index, their presence in the S&P 500 will grow.Although each of these stocks has been a long-term winner, Alphabet (GOOG 0.39%) (GOOGL 0.35%) may be the most promising pick of the bunch.It looks like a promising buy in 2026 due to strong financials and long- ...
Elon Musk's Tesla To Solve Unsupervised Autonomy? Prediction Platform Kalshi Sees More Than 70% Chance Before April 2026 - Tesla (NASDAQ:TSLA)
Benzinga· 2025-12-15 13:13
市场对特斯拉自动驾驶进展的预测 - 在联邦监管的预测平台Kalshi上 投注者认为特斯拉有超过70%的概率实现无人监督的完全自动驾驶 [1] - 该平台最初显示特斯拉在未来5个月内发布“无人监督”自动驾驶的概率为54% 但截至发稿时 数据显示特斯拉在2026年4月前实现无人监督FSD的概率为71% [2] - 投注者还预测特斯拉在2026年3月前实现无人监督驾驶技术的概率为56% 在2026年2月前发布FSD的概率为46% [2] 特斯拉释放的技术信号 - 特斯拉在社交媒体平台X上发布神秘帖子 暗示“车队将通过OTA软件更新唤醒” 这被解读为可能开启无人监督自动驾驶的未来更新 [4] - 公司发布了另一条帖子“先是缓慢 然后突然之间” 进一步引发市场对技术突破临近的猜测 [5] - 特斯拉CEO埃隆·马斯克确认 一段展示特斯拉Model Y Robotaxi在奥斯汀自动驾驶的视频属实 并表示无人驾驶测试正在进行中 [6] 自动驾驶行业竞争格局 - 特斯拉的测试可能为其带来重大推动 以配合马斯克设定的年底在奥斯汀推出无人驾驶Robotaxi的时间表 [7] - 目前该领域由Alphabet旗下的自动驾驶出租车服务Waymo主导 Waymo近期实现了1400万次年度Robotaxi出行的里程碑 [7] 特斯拉股票市场表现 - 特斯拉在动量指标上表现良好 增长和质量指标令人满意 但价值指标较差 其中长期价格趋势有利 [8] - 根据Benzinga Pro数据 特斯拉股价周五收盘大涨2.70%至458.96美元 盘后交易中进一步上涨0.73%至462.32美元 [8]