在这场新秩序的构建中,竞争的重点不再是谁能挥舞专利大棒,而是谁能掌控生态的牌桌。
那时候的沙特和伊朗虽有小摩擦,但在美国这个大哥的撮合下,简直是海湾的一对璧人。
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I don’t think the Nvidias and ChatGPTs will end up capturing all the value that it seems they are going to capture judging the current state of affairs. I think they are going to regret all the investment on chips that they are currently doing. I understand why they are doing it as a way to boost their valuations, and justify the investment, but this is going to really bite them back.
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