# AI capex — X 热门讨论 (2026-09-17 20:28 UTC)
## @jchudnov (Jessica Chudnovsky) · 09-17 07:25 · ♥43 ↻5 💬1 This is really well said... the low capex frontier computer science era is (sadly) over!
I recently told a friend (a PhD in neuroscience and biology) that a few simple experiments for my latest AI paper cost ~$20-50k, expecting her to be surprised. She was completely unfazed, replying: "that's how much one small experiment in biology costs lmao." And a single biology paper can take dozens of those. > 引用 @MTSlive: Stanford Prof. @chrmanning says universities are losing AI professors to frontier labs because they still fund computer science like it’s 2005, when a laptop was enough:
"Universities have just been too flat-footed in dealing with the way the computing and AI world has changed. There are really two problems."
"Over the last couple of decades, universities have become enormously more bureaucratic and administrative, and that makes them a less good research environment than they used to be in the 20th century."
"Universities got used to this nice period around 1990 to 2010, when computer scientists needed barely any money for their research. You bought a laptop or a PC, and it was fine. The reality now is that computer scientists, particularly in AI, need a lot of money."
"It's established that if you're hiring a new faculty in physics or chemistry, you need some millions of dollars, but it hasn't trickled down that people in AI need that too. There are too many professors leaving academia."
"Stanford made a start with the Marlowe cluster of 256 H100s. That's an okay baby step, but there probably needs to be about 10 times that much." @stanfordnlp @Stanford https://x.com/jchudnov/status/2100486258648838307
## @jzrdan (Jordan) · 09-17 12:04 · ♥35 ↻0 💬10 I've been using the new version of Muse over the past week and I have to admit, I'm pretty impressed with it, more than I actually thought I ever would've been.
I think Zuckerberg has pulled off an absolute blinder yet again at $META.
For a while now, it has seemed very little was actually coming out of Meta and all the money they have been spending on capex. In fact, there were valid worries about whether this was becoming another Metaverse 2.0 situation. That's changing now.
Muse is probably the clearest example we've seen so far of where all that investment is actually taking them. This isn't just another chatbot that can answer questions. Muse is designed to actually do things for you, whether that's managing tasks, planning trips, sending emails or working across the apps and services you use every day.
Whilst the other leaders in AI including both Anthropic and OpenAI are calling for restrictions, Mark is calling for a speed up. I know which camp I'd rather be part of as an investor.
The thing about Meta is they already know how to extract maximum value from every customer they have, which coincidentally just happens to be more than half of the entire world. The distribution network is there, they just need the product, and I think they're certainly getting there now.
I've been bullish on Meta for a long time that's why it's my second largest position in the portfolio. But this is one of the first times where I feel like we're starting to see the next phase of the thesis actually take shape. https://x.com/jzrdan/status/2100556373343834189
## @TechBuzzChina (Tech Buzz China) · 09-17 05:00 · ♥31 ↻0 💬1 ByteDance has hired former Coatue partner Kai Jiang to run a Hong Kong-based financial investment team reporting to CFO Julie Gao, Bloomberg reports. Jiang spent 11 years on Coatue's Asia tech and consumer book, and Coatue was an early ByteDance backer. The move revives ByteDance's external investing more than four years after it disbanded its strategic investment arm in January 2022. Our read: this is less about deal flow than importing a dollar-fund diligence playbook. ByteDance's AI capex pushed net margin to 16.7% in H1 2026, and it just leaned on a $29.6B syndicated loan.
h/t @TMTPostGlobal https://x.com/TechBuzzChina/status/2100449688474284281