← 返回看板
分享
1100%
r/wallstreetbets
话说回来，AI交易到底怎么样了……
投资者摘要看空
企业正转向更便宜的开源和中国AI模型，质疑当前AI交易的盈利能力。
看空要点
- 企业正以极低的成本迁移到开源和中国模型。
- AI工作负载将在一年内运行在便宜99%的模型上，摧毁大型AI公司的利润率。
帖子正文
TLDR; Companies are migrating to Open Source models at a fraction of the cost of the big boys, and China is offering comparative models for far less $$ if you need that sort of thing...
Are we still going to the moon?
See what JPM is saying about AI etc.
"The founder of Lindy AI, a productivity assistant chatbot company, announced that they moved their entire app AI service from Claude to DeepSeek, claiming savings of millions of dollars and improved performance"
"Brian Armstrong from Coinbase tweeted that "80% of workloads will be running in 99% cheaper models within a year, and mentioned Coinbase was actively moving workflows to cheaper models"
讨论 · 高赞评论
本帖暂未抓取评论快照。