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wesley教授
Influential Creator
Meta把这轮融资计划又往上调了：股票加债券，最高要筹到大约1030亿美金，全砸进AI。注意这个动作本身——以前这些现金奶牛建数据中心，是用利润的零头付的；现在轮到它们发股、发债来凑钱了。
一边是满屏「AI泡沫要破」，一边是巨头的资本开支一笔比一笔大。这两件事不矛盾，恰恰是同一个故事的两面：当最赚钱的公司都得靠外部融资来追这场军备竞赛，说明自由现金流早就不够烧了。
泡沫未必今天破，但出钱的方式已经变了味。你觉得这叫「信仰」，还是叫「上头」？
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