AI圈本周上演了最戏剧性的一幕：一边，马斯克亲手埋葬了Dojo超算项目，低头去买英伟达的算力；另一边，谷歌DeepMind悄然放出世界模型Genie 3，迈入了创造虚拟世界的无人区。这是巧合还是两条AI路线的彻底决裂？一、震惊！特斯拉Dojo项目猝死00:00 特斯拉砍掉Dojo是战略撤退吗？01:19 特斯拉的AI战略发生根本转变了吗？05:45 自研芯片Dojo为何被英伟达碾压？07:29 特斯拉机器人正在悄悄更换大脑吗？二、LLM已死，World Model当立？10:11 预训练与推理分离是AI的未来吗？12:23 大语言模型的能力已经见顶了吗？14:29 机器人最大的瓶颈是模型而非硬件？17:03 DeepMind的Genie 3世界模型是具身智能的突破吗？22:36 世界模型会是下一个技术爆点吗？三、数据驱动 vs 物理定律：AI的两种未来25:31 数据驱动和物理驱动谁是未来？37:11 AI军备竞赛最终会利好台积电吗？40:03 GPT5之烂让OpenAI正变成AI界的苹果？42:08 推理芯片是下一个必争之地吗？47:34 黄仁勋为何在中美之间左右为难？【关注主播】：📕小红书：叫我小苏就好啊📺B站：叫我小苏就好啊【关注频道】：📕小红书：人民公园说AI🐦推特：人民公园说AI▶️油管：人民公园说AI📱微信：justsayai666
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