Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
665 Following 89.7K Followers
@Gnosnay @RYANHINGSHING @haliluya8911 @BabybusFL 开源挑战绝对不利好半导体
1. 半导体需求来自云厂
2. 云厂钱来自anthropic oai
3. 开源模型釜底抽薪挑战anthropic oai
让云backlog订单全部变得不靠谱
怎么可能利好半导体？
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