Google DeepMind Bets $200 Billion on Recursive Self-Improvement: AI Capex-Revenue Mismatch Takes Center Stage

finance.biggo.com·Aug 4

谷歌DeepMind高管：AI千亿资本支出是人类史上最大科学赌注，核心押注"递归自我改进"

当科技巨头以史无前例的规模烧钱建设AI基础设施时，这场豪赌的底层逻辑正在被明确点破——押注AI实现"递归自我改进"。 8月3日，谷歌DeepMind首席战略官Jasjeet Sekhon上周末在加州大学伯克利分校举行的Agentic AI峰会上公开表示，递归自我改进（Recursive Self-Improvement，简称RSI）是整个行业资本支出背后的"核心投资逻辑"。...

新浪财经·Aug 3

Google Exec Teases Bigger Plan Behind AI Spending

DeepMind executive Jasjeet Sekhon says the technology industry's unprecedented infrastructure spending is laying the foundation for recursive self-improvement, or RSI, in which...

Yahoo Finance·Aug 3

【GOOGL】DeepMind高層：AI收入未足支撐Google近2,000億美元開支 寄望模型自行改進

Google母公司Alphabet（美：GOOGL）旗下DeepMind首席策略官Jasjeet Sekhon承認，人工智能（AI）業務目前帶來的收入，尚未足以支撐公司投入的巨額資本開支。Alphabet今年預計投入1,950億至2,050億美元資本開支，主要用於伺服器、數據中心及網絡設備，明年開支料進一步增加。

香港經濟日報即時新聞頻道·Jul 22

Who is Jasjeet Sekhon: CSO of DeepMind, AI career, causal inference expert

digit.in·Mar 19

How 9 hedge funds including Millennium and AQR are thinking about AI — and the 11 experts leading the charge

Business Insider·Dec 4

A DeepMind exec finally said what the trillion-dollar AI spend is for: machines that improve themselves.

A Google DeepMind exec says the AI capex boom is a bet on recursive self-improvement, and admits today’s revenue cannot justify the spend.

The Next Web·Aug 3

Google exec says heavy AI capex spending is a precursor to RSI

DeepMind executive Jasjeet Sekhon said the tech industry's heavy spending on artificial intelligence-related capex is a precursor to the next stage of AI. Known as recursive self-improvement, or RSI,...

Seeking Alpha on MSN·Aug 3

Bloomberg on Bridgewater’s Latest Innovations in AI & ML

Bridgewater Associates·Jul 1

Bridgewater Assc. Looks to Future With New Automated AI Fund

thewealthadvisor.com·Nov 24

Google exec warns AI spending could trigger a painful revenue gap

Jasjeet Sekhon, a Google DeepMind executive, said heavy industry spending on AI infrastructure could lead to a period where investment rises faster than related revenue. He described recursive ...

Yahoo Finance·Aug 4

AI投资新叙事浮现：谷歌DeepMind高管称RSI可能取代AGI成为终极目标

PANews 8月3日消息，据The Information报道，谷歌DeepMind 首席战略官 Jasjeet Sekhon 表示，当前AI行业前所未有的资本投入，背后的核心逻辑之一，是押注未来AI系统具备“递归自我改进”（Recursive Self-Improvement，RSI）的能力。

腾讯网·Aug 3

Greg Jensen and Jasjeet Sekhon Recognized as Top AI Experts

Bridgewater Associates·Dec 4

Sekhon named Meyer Professor of Political Science and Statistics and Data

YaleNews·Apr 12