<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Where&apos;s Your Ed At | bhwa233 博客</title><description>包含“Where&apos;s Your Ed At”标签的所有文章。</description><link>https://blog.bhwa233.com/</link><item><title>AI 芯片都去哪儿了？</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260922-wherere-all-the-ai-chips/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260922-wherere-all-the-ai-chips/</guid><description>作者质疑巨头囤积算力并评估算力过剩风险</description><pubDate>Wed, 23 Sep 2026 04:52:25 GMT</pubDate></item><item><title>唱衰者的AI债务指南（上篇）</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260918-premium-the-haters-guide-to-ai-debt-part-1/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260918-premium-the-haters-guide-to-ai-debt-part-1/</guid><description>作者评估AI基建债务泡沫与资金危机</description><pubDate>Sat, 19 Sep 2026 04:44:09 GMT</pubDate></item><item><title>AI早已落入危险之手</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260914-ai-is-already-in-dangerous-hands/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260914-ai-is-already-in-dangerous-hands/</guid><description>作者质疑AI末日论与行业安全表演</description><pubDate>Tue, 15 Sep 2026 05:01:10 GMT</pubDate></item><item><title>博通黑粉指南</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260911-premium-the-haters-guide-to-broadcom/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260911-premium-the-haters-guide-to-broadcom/</guid><description>作者质疑博通依赖并购与AI芯片的增长模式</description><pubDate>Sat, 12 Sep 2026 04:42:19 GMT</pubDate></item><item><title>集中度风险：AI 泡沫中的次贷危机隐影</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260908-concentration-risk/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260908-concentration-risk/</guid><description>集中度风险：AI 泡沫中的次贷危机隐影</description><pubDate>Wed, 09 Sep 2026 04:51:16 GMT</pubDate></item><item><title>会员专享：唱衰者眼中的循环融资指南（第二部分）</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260904-premium-the-haters-guide-to-circular-financing-part-two/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260904-premium-the-haters-guide-to-circular-financing-part-two/</guid><description>会员专享</description><pubDate>Sat, 05 Sep 2026 04:37:02 GMT</pubDate></item><item><title>超大规模的“超正常化”</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260901-hyperscale-normalization/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260901-hyperscale-normalization/</guid><description>作者质疑AI泡沫与科技体系的虚假繁荣</description><pubDate>Wed, 02 Sep 2026 04:44:04 GMT</pubDate></item><item><title>唱衰者指南：英伟达循环融资迷局（上）</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260828-premium-the-haters-guide-to-circular-financing-part-one/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260828-premium-the-haters-guide-to-circular-financing-part-one/</guid><description>作者质疑英伟达循环融资运作模式</description><pubDate>Sat, 29 Aug 2026 07:10:01 GMT</pubDate></item><item><title>AI 憎恶者宣言</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260825-the-ai-haters-manifesto/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260825-the-ai-haters-manifesto/</guid><description>作者抨击AI炒作泡沫与虚假繁荣</description><pubDate>Thu, 27 Aug 2026 10:19:21 GMT</pubDate></item><item><title>如果 OpenAI 倒下会发生什么？</title><link>https://blog.bhwa233.com/posts/wheres-your-ed-at-20260818-what-happens-if-openai-dies/</link><guid isPermaLink="true">https://blog.bhwa233.com/posts/wheres-your-ed-at-20260818-what-happens-if-openai-dies/</guid><description>作者评估OpenAI的财务风险</description><pubDate>Fri, 21 Aug 2026 06:54:06 GMT</pubDate></item></channel></rss>