Nadella：租用AI模型等于为智能付两次费
Satya Nadella 称租用 AI 模型"本质上为智能付两次费"：一次是 token 费用，另一次是为让模型有用而必须透露的专有知识。他指出这构成"学习循环"——每次提示词和纠正都在捕获企业 know-how，闭源模型提供商会将这些信息蒸馏留存。OpenAI 已有先例：推出选择加入计划，某些模型每天最多给账号 100 万免费 token，换取该流量的训练权。
Microsoft CEO Satya Nadella wrote that a company renting an AI model “essentially pays for intelligence twice”:
Once in money, and again in the proprietary knowledge it has to reveal to make the model useful.
This mechanism is called the learning loop: every prompt and correction captures some of the company's know-how.
That knowledge is distilled and, with a closed model, the provider keeps that information.
If your usage data is worth more than the token cost to serve, providers might end up paying you to use their models. The precedent exists: OpenAI created an opt-in program that gives accounts up to 1M free tokens a day on certain models in exchange for training rights on that traffic.
Chips can be rented and algorithms can be leaked or distilled, but the prompts and corrections flowing through a model compound privately for whoever holds them.
来源：socialcapital · x.com