Chubby♨️· @kimmonismus · X·· 3 小时前AI 评分30
AI 导读
补充一点：至少市场上存在明显的担忧——泡沫可能破裂，进而波及整个市场，正如彭博社今天所报道的。 再说一次：我并未看到这一风险。虽然“neocloud”公司确实可能受挫，但这项技术本身创收能力如此之强、对未来的重要性如此之高，我无法看出存在任何泡沫。
正文
And to add on this: There is, at the very least, significant fear in the market that a bubble could burst, potentially impacting the entire market, as Bloomberg reports today.
Once again: I do not see this risk. While "neocloud" companies may indeed suffer, the technology itself is so revenue-generative and so essential for the future that I cannot discern any bubble.
It seems the first market correction in AI is underway. Musk believes many neoclouds will run out of money. But there's also an advantage to this, because the acquired compute won't disappear; instead, it will go to companies that already have strong revenue streams. Therefore, no "bubble" will burst.在 X 查看被引用的帖子
来源：Chubby♨️ · x.com