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Dorsey added that his company isn’t alone in reaching its conclusion on AI and predicted that others will follow.

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“I think most companies are late. Within the next year, I believe the majority of companies will reach the same conclusion and make similar structural changes,” he wrote in a separate letter to shareholders.

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Josh Sarge

英伟达的股价困境,不是AI行业的终点,而是市场对AI产业从“宏大叙事”回归“微观盈利”的必然调整:当投资者不再追问“模型参数有多大”,而是开始关注“每个Token能赚多少钱”时,AI行业真正的价值投资才正式开始。