Aaron (What’s Next guest)

Aaron is the guest voice in 7000 亿美元砸向 AI：这是下一代互联网，还是泡沫重演？ | S10E12, a [[WhatsNextKejiZaozhidao|What’s Next｜科技早知道]] episode on AI capital spending, public-market valuation, and whether the current AI infrastructure cycle resembles the dot-com bubble.

The source gives only the name Aaron, so this page keeps the identity source-scoped. His contribution is a market-analysis frame: AI may be real and revenue-producing while still forming a bubble if [[AICapexReturnWindow|capex return timing]], AI Revenue Legibility, AI Circular Infrastructure Financing, and third-party demand do not become clear enough for investors.

Connections

• What’s Next｜科技早知道 - show context.
• AI Equity Valuation Risk, AI Investment Metrics, and AI Commercialization Pressure - main market-analysis themes.
• China-U.S. AI Valuation Asymmetry - his U.S.-China market-reaction contrast.