Moats in the age of floods
As the labs break revenue records and absorb more capabilities, there's a growing narrative that the great flood of intelligence they bring ...
Topic
#ai-industry-analysis
4 篇笔记
LLM Inference: Past, Now, and Future — Where Does the Value Move?
LLM Inference — Past, Now, and Future: Where Does the Value Move?For the past two years, LLM inference has been one of the most contested la...
LLM Inference: Past, Now, and Future — Where Does the Value Move?
LLM Inference — Past, Now, and Future: Where Does the Value Move?For the past two years, LLM inference has been one of the most contested la...
大模型是专利期十个月的制药生意
这几天流传的 DeepSeek 梁文锋讲话里有一个有意思的数据点，正好和我最近的思考交汇，因此写下一些关于整个大模型产业的一些预测，供以后证伪修正思考。他说，DeepSeek 的 API 定价标准是：买一批设备回来，十个月收回成本。也就是十个月赚来的利润可以覆盖硬件上的投入。顺带...