黃仁勳啟動AI代理人新時代 「機器人」3年內成主流？- 李鎮宇 劉寶傑《寶傑怎麼說》20260604-2

*00:00 The New and Old Rifts in Taiwan's Economy: How Can Traditional Industries Transform When the AI ​​Train Rushes Forward?* While Taiwan's economy has benefited from the strong growth momentum of the AI ​​wave, it also faces challenges such as uneven industrial distribution and slow transformation of traditional industries. The government should actively promote "AI-driven industrial development" and use policy tools such as the "Jade Index" to guide life insurance funds and tax incentives to support high-quality traditional industries, allowing Taiwan's overall industrial structure to collectively transform in the AI ​​era. *04:02 Young Stock Market Prodigies and Outdated Maps: Why Has Old Value Investing Failed in the New AI World?* Facing the new world brought about by AI, continuing to judge the future with old perspectives is like using a wrong map—you'll never reach your destination. Younger generations of investors, with their more flexible thinking, are able to seize the opportunities of the times, while senior engineers, with AI assistance, have successfully transformed their personal productivity into "multi-armed" capabilities, proving that in the new technological environment, emotional value is gradually being replaced by efficient collaborative models. *09:01 Steve Jobs' Vision and Tim Cook's Tactics: How Jensen Huang Deeply Integrates Taiwan into the Global Supply Chain* NVIDIA CEO Jensen Huang combines a grand vision with lean supply chain management, his tactics considered to resemble those of Apple CEO Tim Cook. His thorough understanding of Taiwan's supply chain has allowed NVIDIA to establish a positive, symbiotic relationship with Taiwanese companies, solidifying Taiwan's core position in global technology through the step-by-step implementation of plans. *13:46 Energy Truth Revealed: Taiwan Has Sufficient Power for AI Chip Manufacturing, But Are "Computing Centers" Powered Enough?* Addressing Huang's foreshadowing of energy issues, the video reveals the significant difference in power demand between the "manufacturing" and "operations" ends. If Taiwan is to shift from hardware manufacturing to becoming an AI computing center, its power consumption will be dozens of times that of manufacturing. The government must face political pressure with a forward-looking perspective and rethink the feasibility of energy solutions such as nuclear power or small modular reactors (SMR). *17:39 From Peripheral Galaxy to Core Sun: How Did Taiwan Become a Key Chip the US "Can't Lose Even If It Suicides"?* Taiwan has leaped from a peripheral "Pluto" position in the international arena to a crucial role closest to the core. This status is a result of its deep entanglement with US interests. We should cultivate confidence and pride in our nation, recognizing the real actions of "voting with our feet" in international politics rather than empty rhetoric, and thus recognize Taiwan's irreplaceable new position based on the core foundation of AI.