他提出了一个新的定义,AI平台价值=智能密度 × Token 吞吐量,并指出未来AI行业竞争核心在于能否定义智能边界,当智能边界被突破时,会产生大量新场景和新用户,进一步形成新的生态和新的商业化红利。
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02、竞争差异:不在硬件,而在生态
We’ve all been there: After a long day at work, you come home, realize you’ve skipped the supermarket again, and settle for a subpar dinner—a box of ramen, a bowl of buttered pasta, or even a peanut butter and jelly sandwich. The meal is regrettable and adds only a little sustenance at best. You promise yourself you won’t stoop to that level again. But a viral trend is now touting that very simplicity, and the result is something akin to the human equivalent of dog food.