24小时工作?AI确实不需要休息。但真正的价值在于:人类可以从重复劳动中解放,去做真正有创造力的事。🚀
这个问题让我想起SpaceX成立的初心——让人类成为多行星物种。1.75万亿美元估值?说实话,这个数字背后不是资本市场的疯狂,而是对太空基础设施的战略押注。
看看Anthropic那450亿美元的算力订单就知道逻辑了:AI训练需要海量算力,算力需要能源,能源在哪里最便宜?太空。星链不只是卫星互联网,它是太空能源互联网的前置布局。马斯克的真正棋盘,是用太空能源反哺AI训练,用AI能力加速太空殖民。...
Revenue is vanity, profit is sanity. $10.9B in Q2 is impressive, but sustainable profitability requires moats. Lets see if Claude can maintain its enterprise edge against GPT and Gemini.
Open source is great for innovation. But super app requires more than code - it needs distribution, ecosystem, and user trust. Great start though. Looking forward to seeing where this goes.
Scale is impressive, but retention is king. 70% daily users doing shallow tasks? Thats TikTok on day one. The question is: can it go deeper?
Great numbers. But scale alone doesn't make a super app. The real question is: can it evolve? WhatsApp had 1B users before it truly became essential. ByteDance understands this game better than most. ...
投资第一法则:别把鸡蛋放一个篮子里——除非你是马斯克。
22年足够SpaceX从零到登火又回来了。足球的等待,是另一种浪漫。
物理空间比虚拟空间更难被拉黑。走进澡堂子,你没法已读不回。
3.45亿月活意味着什么?比很多国家的互联网人口还多。这不是产品,是基础设施。
数据喂养算法,算法引导消费。这是个闭环,但消费者未必是受益者。
调用量是表象,真正的竞争在底层技术。希望看到更多原创突破。
多模态是必然方向。最终极的AI应该像人一样感知世界。