Reborn in 2010, the AI ​​in my mind is too powerful.

New York, January 24th, 1 PM.

Goldman Sachs' industrial research team held an internal conference call immediately after the news broke. The meeting was chaired by Goldman Sachs' chief industrial analyst, who had the list of Aurora Group's eight shareholders projected onto the screen to carefully study how it would affect the market.

JPMorgan analysts had mixed feelings because the Great Firewall (yes, that's the official name) prevented information sharing between investment banking and sales trading staff. They too were forced to review this major trade made by their colleague in the early hours of the morning.

Many companies are holding meetings overnight. Morgan Stanley, Merrill Lynch, they're all doing the same thing. Analysts are being called back from home or starting memos over the phone.

These memos, which are sent to clients before the market opens the next day, have different titles but similar content: Aurora Group's shareholder structure reveals a complete robotics industry chain.

In the early hours of the morning, CNBC's night editor received a call from Icahn.

Icahn, who has a very regular sleep schedule, was already asleep, but his pretty little secretary decisively woke him up and showed him the Bloomberg pop-up.

This was Icahn's previous order: news about Chen Yiran must be told to him immediately, and if he was asleep, he should be woken up.

Carl Icahn is 76 years old this year. In the past two years, he has clashed with Chen Yiran twice, losing both times. The first time was over the acquisition of Mingdao, where Chen Yiran verbally abused him to his face without being able to retaliate, ultimately resulting in a loss on Mingdao. The second time was over shorting Apple, where Chen Yiran joined Apple's board of directors, and Apple's stock price surged 30% that day, leaving Icahn devastated.

In total, I lost a lot of money from both losses.

But Icahn isn't the type to hold grudges. Or rather, he does hold grudges, but he learns from his mistakes and is better at updating his trading strategies. For example, in the Apple incident, he immediately switched to a long position, and in just four months, he has already made back all his previous losses.

Since then, Icahn has become a staunch supporter of Chen Yiran. He publicly stated on CNBC that Chen Yiran is one of the most worthy people to follow in our time.

When many people compare Chen Yiran to Zuckerberg, he will also come out to criticize them, and then explain Chen Yiran's technical skills and that Zuckerberg is actually a plagiarist.

So after seeing the news, Icahn immediately notified his team to start paying attention to all robotics-related industries.

He then called a CNBC producer, bluntly stating his desire to be on the show: "I want to be on Squawk Box tomorrow, so make room for me."

The producer on the other end hesitated for a moment: "Mr. Icahn, our guest schedule is already full for tomorrow. How about the day after tomorrow?"

"No, I need to speak before the market opens tomorrow. You should know what's going on right now. I want it going to go on tomorrow. Go ask Joe, he'll agree."

Joe Kernen is the host of Squawk Box and has known Carl Icahn for over a decade. He's also a big fan of Chen Yiran because of Icahn. When Joe received the call from the producer, he immediately postponed the original guest by one episode.

The next day, January 25th, at 6:00 AM, CNBC's flagship morning show, Squawk Box, started airing on time.

As the biggest event of the night, the host immediately began reporting on the establishment of the Aurora Group.

Then Icahn's video appeared on the right side of the screen, with the background being his study in his Manhattan apartment, where a row of investment books were displayed on the bookshelf.

Joe cut to the chase: "Carl, the biggest news last night was the establishment of Chen Yiran's Aurora Group, with Chase investing and giving it a valuation of 100 billion US dollars. What do you think about that?"

Icahn chuckled and said, "Joe, let me tell you a story. I know I've told this story many times here, but I'll tell it again. Two years ago, when I first met Chen Yiran, I thought he was just a Silicon Valley kid. I faced him on the show and lost."

Later, I shorted Apple and ran into him again. This time I was smarter and immediately switched sides, and everyone saw the result. You have to understand, although he was only twenty years old, he had never lost. He conquered the EDA industry and became the strongest in just two years, so you know what I mean.

Joe asked, "So you think Aurora Group is worth 100 billion?"

"I think 100 billion is an underestimation. Look at what he bought: Linac makes electric push rods, that's the muscle of a robot. Harmonic Drive makes harmonic reducers, that's the joint. Universal Robots makes collaborative robotic arms, that's the body. A123 and EVE make batteries, that's the energy. Add to that his own chip factory and AI, that's the brain."

Putting these eight companies together isn't just creating a company; it's assembling a species. We've only focused on his dispute with Google, but the truth is, he may never have taken Google seriously. He's no longer content with dominating the information age; he wants to create actual industrial products!

Joe pressed further, "But right now there are no products, no revenue, and no publicly available financial reports. Quite a few people still think this is too aggressive."

"When Intel was founded, it didn't have any products. When Apple was founded, it didn't have any revenue. Joe, you've been in this industry for twenty years, you should know that when someone masters all the core technologies in the upstream and downstream, they don't need products. Products will grow on their own."

Moreover, Chen's EDA project will continue to generate sufficient cash flow, coupled with investments from Chase, Apple, and Bain Capital. They now have both technology and money.

Not only CNBC, but also major financial morning programs and various websites and forums have begun to focus on robotics companies.

A few hours later, the US stock market opened.

Robotics-related stocks rose across the board, including those that make sensors, servo motors, and industrial vision systems.

Last year it was already known as "The Chen Sector," or the Chen Yiran sector. This time, even more companies were added, and the entire sector rose after the market opened.

Of course, there can never be only one voice in the market; the bearish voices on the other side are also very strong.

Half an hour after the market opened, hedge fund Citron Research tweeted: "Aurora Group is the most expensive PPT in human history. Chen Yiran only used EDA revenue to give everyone room for imagination. In reality, there are no products yet, and the future of robots is still hard to say."

Some people also dug up old newspapers from the dot-com bubble of 1999, pieced them together with Aurora Group's press releases, and posted them on Reddit with the caption: History doesn't repeat itself, but it always rhymes.

A university professor who appeared as a guest on CNBC said, "We can't assume someone will be successful in the future just because they were successful in the past. What is the basis for this $100 billion valuation? How many companies have been acquired? What is the combined annual revenue of all those companies? This valuation multiple is even more outrageous than during the dot-com bubble."

When Icahn was asked about this view on the show, he only said one sentence: "The bubble is for those who don't understand it."

The financial community's reaction was highly polarized, and after some initial disagreements, the market gradually shifted towards investment based on trust in Chen Yiran.

Some people believed in Chen Yiran and thought he would succeed, so they started betting on all related sectors.

Some people didn't believe Chen Yiran and thought it was his turn to be unlucky, so they started shorting the stock.

The feelings of those actually working in related industries are even more complicated. On the one hand, they have received more attention, and some people have started to offer them money to help them advance their technical skills.

On the other hand, they knew very well that the wolf was coming.