The AI panic selloff in the begin of 2026, Market panic spread rapidly after Anthropic launched its new service, “Claude Cowork,” on January 12th.
Category: Artificial intelligence
AI fear selloff is overblown
AI fear selloff is overblown since the beginning of this year. However, most of the industries affected will not disappear. AI will play the role of a catalyst for industrial transformation, functional upgrading, and efficiency improvement, rather than a replacement. AI is just a tool. Some jobs will disappear, but more creative possibilities will emerge.
Staying away from Tesla to make you safe
investors forgot one thing: Tesla is a car company: How competitive is Tesla in manufacturing cars? Is it profitable to sell cars? What is its market share? What is its future prospect? Investors shouldn’t fool themselves; face the facts! Don’t gamble with your money. Staying away from Tesla to make you safe
Ravikan podcast interview “A Motorcycle for the Mind” for the AI era
A Motorcycle for the Mind is an interview with Naval Ravikant on Apple Podcasts, discussing his views on the impact of the currently popular artificial intelligence. The content is insightful, substantial, and hits the nail on the head. I recommend it to my blog readers; it’s well worth spending fifty minutes listening to.
a16z, Silicon Valley’s most aggresive venture capital firm
The company’s official name is Andreessen Horowitz, which is from Mark Anderson and Ben Horowitz’s name. Interestingly, because Andreessen Horowitz is too long, the 16 in the company’s nickname a16z represents the total of 16 letters between the first English letter a and the last English letter z. This nickname a16z is now used by most people.
Nebius is the largest European AI data center
Nebius provides computing power, storage, tools and services to developers
AI data center shows no signs of cooling down in the near future
Only a few software vendors have proven to make money from artificial intelligence, but almost all hardware vendors that are heavily involved in the AI data center can make a lot of money.
Oracle growth drivers in the future and the biggest investment risk: TikTok US, Data center, AI database
The following three areas will be Oracle growth drivers in the future.
Tech giants’ AI strategy are shifting
Investors who follow the US stock market will undoubtedly notice that the five top tech giants are quietly undergoing a significant shift in their AI strategy.
AI jeopardizes cash flow and profits
AI jeopardizes cash flow and profits. The market is concerned that if these massive capital expenditures prove excessive, they will squeeze shareholder cash returns, such as dividends and buybacks.