AI 的一个反差:算力已经供不应求,应用却还很浅。
读完 a16z 的《State of Markets II》,有这几个信号:
① 钱正在从软件流向实体基础设施。
② 旧 GPU 没有迅速失去价值。
③ 企业开始用 AI,距离用出成果还有空间。
对创业者来说,值得追问的是,哪个工作流程,能被 AI 持续改善,且有人愿意付费?
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb