I watched the recorded broadcast of Wang Yuquan's 2025 Pre-Conference Conference a couple of days ago; it was over three hours long. Sharing some highly subjective human notes: 1. An "engineering solution" for human longevity, even reversing aging, has emerged. We should strive to live as long as possible until the "longevity escape point" arrives. 2. The ultimate victors of the Industrial Revolution will face a triple elimination: a. Interspecies elimination: Fully utilizing new technologies to improve efficiency, replacing old technology players, and becoming a new species; b. Intraspecies competition: Using better paradigms to utilize new technologies, serving new scenarios well, and winning competition within the species; c. Surviving market risks: Surviving capital recessions. 3. Ultimately, what matters is not science or technology, but engineering. Engineering solves the problem of "constraint satisfaction." To solve this problem, we must first understand and define the constraints, and then use technology to provide the optimal solution to satisfy those constraints. 4. The Industrial Revolution introduced the concept of horsepower; the AI Revolution introduced the concept of human labor. In the future, an individual's output will be measured in terms of human labor. "Laborers who rely solely on human labor" without using AI will inevitably be eliminated. 5.ai The era of AI is one where products further evolve into services. The Industrial Revolution brought material equality, and AI... The times bring about service equality. 6. Developing AI dependence is a good thing; let AI become your intellectual advisor, and asking AI for advice on everything is a good habit. AI's self-monitoring of results and credibility enhancement will be the focus of large-scale AI models. 7. Large-scale models are transitioning from LLM (Learning Model) to LAM (Action Model) and even LBM (Behavioral Model). Companies with rich user behavior data have an advantage in behavioral models. 8. We are currently in an era of three overlapping waves: the wave of the AI revolution, the wave of globalization of Chinese manufacturing, and the wave of global digitalization (digilocal). 9. Domestic growth in China may gradually slow down, but Chinese companies still have great potential for overseas development. Pay attention to Chinese companies with globalization capabilities. 10. The main battlefield for future Sino-US competition is AI. Whoever has a wider range of physical AI infrastructure (data centers) and digital AI infrastructure (large-scale models) globally, and whoever can lock in more customers, will have stronger global competitiveness. American companies are actively and vigorously expanding overseas under the promotion of the government, building AI infrastructure in US allies. Infrastructure 11. Increased penetration of digital currencies (including traditional crypto assets, tokenized stocks, and stablecoins) will lead to a significant increase in liquidity in the financial markets (in terms of time, space, and volume), making it more difficult to brake the market. 12.ai The combination of three factors—the rising technology boom, increased digital currency penetration (more aggressive, higher-turnover liquidity), and interest rate cuts releasing liquidity—may further inflate the US stock market bubble in the next two years, potentially bursting at some point and causing massive volatility, possibly in 2029. At that time, referencing the Fed's past market rescue logic, the period of massive liquidity injections may be shortened under the loose monetary policy—and the combination of short duration and large volatility presents both enormous risks and opportunities. 13. Deliberate Evolution Guide: a. Intelligence Enhancement: Embrace AI dependence; b. Problem Identification: "Be diligent in laziness," find opportunities in human laziness; c. Deliberate Evolution: Predictive iteration, continuously predict the future, adjust in practice, and align actions with predictions. The original video is on WeChat's video account; search for the keyword "Frontline Conference". 2025
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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