Name: 谷歌推出新型芯片震驚世界，它可能打敗英偉達和比特幣 (Google shocks the world with new a chip that could vanquish Nvidia and Bitcoin)
Uploaded: 2024-12-18T00:50:14.000Z
Duration: 4 min 28 s

So my next guest says, this here, this is actually an NVIDIA killer and potentially a Bitcoin killer.

我的下一位嘉賓說，這個東西實際上是英偉達的殺手鐗，也可能是比特幣的殺手鐗。

現在進行式

So I'm gonna bring in our EMJ Capital founders, their president, Eric Jackson.

下面有請EMJ資本的創始人，他們的總裁，埃裡克-傑克遜。

So let's first start though, let's back up a little bit.

那麼，讓我們先來回顧一下過去。

What role is quantum going to play in our world?

量子將在我們的世界中扮演什麼角色？

Well, Charles, I mean, as excited as people have gotten in the last year and a half about AI, I mean, quantum is just the next level of that interest.

查爾斯，我是說，在過去的一年半里，人們對人工智能產生了濃厚的興趣，我是說，量子只是這種興趣的下一個層次。

It's like more powerful computations, more powerful computers, faster solutions that you can imagine, more lifelike, you know, movies or music created at the snap of a fingers.

這就像更強大的計算能力，更強大的計算機，更快的解決方案，你可以想象，更逼真，你知道，彈指間就能創造出電影或音樂。

So perplexity suggests that there isn't an immediate threat to Bitcoin for several reasons, and we're gonna put them on the screen behind me in a moment, but not immediate, but they say that there will be a threat.

是以，困惑表明比特幣並沒有受到直接威脅，原因有幾個，我們馬上就會把它們放到我身後的螢幕上，但不是直接威脅，而是說會有威脅。

They say right now you've got specific applications, scale, error rates, and timeframe, but they also say, make no mistake, that they're on the path to actually being a threat to Bitcoin.

他們說，現在你已經有了具體的應用、規模、錯誤率和時間框架，但他們也說，別搞錯了，他們正走在真正威脅比特幣的道路上。

We used to think that, you know, a few days ago, you know, we thought Satoshi had kind of locked, you know, all the crypto wallets of the world, made them so secure, nobody could ever crack into these things, and that's part of what powered Bitcoin to 100K.

幾天前，我們還以為中本聰已經鎖定了世界上所有的加密貨幣錢包，讓它們變得非常安全，沒人能破解這些東西，這也是比特幣漲到 10 萬的部分原因。

But the power of quantum computing is that, yes, it is actually theoretically possible that in the future, these quantum computers will be able to hack into all the crypto wallets.

但量子計算的強大之處在於，是的，從理論上講，未來這些量子計算機確實有可能入侵所有加密貨幣錢包。

Not just that, you know, if that wasn't bad enough, I mean, think about all the governments with sensitive data, all the companies, all the banks with sensitive data.

不僅如此，你知道，如果這還不夠糟糕，我的意思是，想想所有擁有敏感數據的政府、所有擁有敏感數據的公司、所有擁有敏感數據的銀行。

You know, the state of the art right now is RSA technology.

要知道，目前最先進的技術是 RSA 技術。

These mathematical formulas could be, you know, solved, you know, instantaneously and all of that data access.

這些數學公式可以即時求解，所有的數據都可以訪問。

And the fact that Google just dropped this chip out of the blue yesterday, it sort of signals that this world is moving much faster than we expected, and therefore, we're gonna have to have security in place to protect all this data and all these, you know, billions of Bitcoin around the world.

而事實上，谷歌昨天才突然發佈了這款芯片，這就意味著這個世界的發展速度比我們預想的要快得多，是以，我們必須要有安全措施來保護所有這些數據和全球數十億比特幣。

All right, two names that you like now, Rigetti and D-Wave, right?

好吧，你現在喜歡的兩個名字，Rigetti 和 D-Wave，對嗎？

I mean, these are both names that have had great runs.

我的意思是，這兩個名字都曾經輝煌過。

They're up like, you know, 300% in the last month.

They are both SPACs from a few years ago.

They're both trying to build chips to kind of be as good or better than Google with these quantum chips.

他們都在努力製造芯片，以便在量子芯片方面與谷歌不相上下，甚至更勝一籌。

So they are getting a boost from this Google news because there's a lot more investment that's gonna pour into this space.

是以，谷歌的這一消息將為他們帶來動力，因為將會有更多的投資湧入這一領域。

So you need to pay attention to those names.

I also like a smaller company called BTQ that's in the business of being kind of like the post-quantum CrowdStrike.

我還喜歡一家名為 BTQ 的小公司，它的業務有點像後量子時代的 CrowdStrike。

So their job is to defend all these crypto wallets and all the sensitive data.

是以，他們的工作就是保護所有這些加密錢包和所有敏感數據。

他們是一家非常非常小的公司。

Last time I was on, Charles, you asked me to talk about 20 bagger.

查爾斯，上次我上節目時，你讓我談談20個裝袋機。

I mean, BTQ is potentially a thousand bagger as they get right over the next 10 years.

我的意思是，BTQ 在未來 10 年內的發展潛力巨大。

Eric, I got the chart on the screen, BTQQF.

埃裡克，我看到螢幕上的圖表了，是 BTQQF。

It's trading in a range here more recently, but you can kind of see, you know, the rate of change is starting to turn up a little bit here.

最近，它的交易區間在這裡，但你可以看到，你知道，這裡的變化率開始轉高了一些。

It looks like it's on a cusp of a breakout.

I guess if we would probably have to add a sort of a disclaimer, right?

我想，如果我們可能要加上一個免責聲明，對嗎？

Being on the pinks, being relatively small, more risk.

由於是粉紅色，規模相對較小，風險更大。

But to your point, this could be potentially a 20 bagger.

但就你的觀點而言，這有可能是一個 20 袋的大袋子。

You know, yesterday there was a- I mean, the crazy- Go ahead.

你知道，昨天有一個- 我的意思是，瘋狂的- 說吧。

The crazy thing is all these quantum companies, they all have very small revenues, even Regetti, even D-Wave and so forth.

瘋狂的是，所有這些量子公司的收入都非常低，甚至包括 Regetti、D-Wave 等等。

And some people might say, oh, it's a bubble.

有些人可能會說，哦，這是個保麗龍。

Yeah, but I think the market is sniffing out that this is where the puck is going, these quantum names.

是的，但我認為市場已經嗅到了這一趨勢，這些量級的名字。

And you got to be there now at the beginning if you want to participate in the huge bull run ahead.

如果你想參與未來的大牛市，你現在就得站在起點。

Yeah, you know, yesterday I know Iceberg Research put a short on quantum computing.

是的，昨天我知道冰山研究公司做空了量子計算。

And you probably get more folks attacking this.

可能會有更多的人攻擊這一點。

But I agree with you in the sense that what we saw from Google today, almost out of left field, just shows us how exponentially this stuff is going.

但我同意你的觀點，今天我們從谷歌看到的一切，幾乎是突如其來的，只是向我們展示了這種東西正在以指數級的速度發展。

Even ChatGPT caught the world flat-footed.

就連 ChatGPT 也讓世界措手不及。

So quantum computing, Eric, I think your point is here to stay.

是以，量子計算，埃裡克，我認為你的觀點將繼續存在。

We're going to have to bring you off from time to time as the shorts attack these names, but I think folks need to listen and at least do some investigating.

我們將不得不時不時地把你叫走，因為短線會攻擊這些名字，但我認為人們需要傾聽，至少做一些調查。