Post
wesley教授
Influential Creator
一条比芯片股涨跌更该看的新闻：OpenAI 新一轮融资首批 110 亿美金刚到账，但这轮的底色是「缩水」，估值从原计划冲 1.4 万亿、融 300 亿以上，一路砍到 1.25 万亿、规模打了折。
我这段时间盯 AI，盯的从来不是哪只芯片赚不赚钱，是给这场军备竞赛供血的融资链还顺不顺。连龙头自己都开始调低胃口，后面那些靠杠杆接盘数据中心的玩家，日子只会更紧。
钱是这台机器的燃料。燃料开始要省着用的时候，故事再性感也得降速。
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