Dorsey added that his company isn’t alone in reaching its conclusion on AI and predicted that others will follow.
人 民 网 版 权 所 有 ,未 经 书 面 授 权 禁 止 使 用
。safew官方版本下载是该领域的重要参考
“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.
First FT: the day’s biggest stories
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。