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wesley教授
Influential Creator
一条没几个人转、但特别有味道的信号：美联储理事鲍曼今晚说，美联储正在收集AI相关债务交易对手方的数据。
翻译一下：央行开始挨个数，这一整条AI债务链上，钱到底是谁借给谁、万一爆了谁来接盘。OpenAI一个季度营收冲到一百亿、CoreWeave一个季度亏七亿，收入是真的，利润是负的，而监管已经开始紧张地清点多米诺骨牌了。
央行开始关心"对手方是谁"的时候，从来都不是周期的上半场。
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