natolambert· @natolambert · X·· 10 小时前AI 评分
AI 建设预期更多市场涌现
这是一篇好文章。 现实是，AI 建设正在计入更多市场会出现的预期，而过去几年 AI 一直在带来这些市场。时机至关重要——这些市场可能会在算力上线之后很久才出现。
This is a good post.
The reality is that the AI build is pricing in more markets to emerge, and AI has continued to deliver them over the last few years. Timing is everything -- the markets could come well after the compute comes online.
来源：natolambert · x.com