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用户中心8
以前市场听AI故事就买单，
现在只看一件事——钱能不能回来。
甲骨文$上周刚承诺融资上限，五天后就一次性用完额度，股权稀释的担忧瞬间引爆。
谷歌的AI搜索正在吃掉自己的广告点击老本行，自由现金流转负。
AI既是铲子，也在砸自己的锅
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