付鹏的财经世界(@fupenglondon):The issue of the industry window of opportunity is gradually becoming apparent. Infrastructure ultimately needs vehicles to run on it. 2022 was an early window of opportunity for infrastructure development, lasting until the activation of GPT in early 2023. Now is also a window of opportunity for the connection between AI computing power highways and vehicles. Perez's industry life cycle tells us that seamless integration is impossible.

付鹏的财经世界

@fupenglondon

新火集团Bitfire首席经济学家原东北证券首席经济学家华尔街见闻《付鹏说》专栏作者《见证思维》《见证逆潮》《见证联动》等“见证”系列图书作者 ⚠️ 本账号为付鹏唯一官方 X 账号，无任何小号与私域群，其余均为假冒盗版，谨防上当受骗

Joined March 2013

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付鹏的财经世界@fupenglondon

2026.06.24 00:53

The issue of the industry window of opportunity is gradually becoming apparent. Infrastructure ultimately needs vehicles to run on it. 2022 was an early window of opportunity for infrastructure development, lasting until the activation of GPT in early 2023. Now is also a window of opportunity for the connection between AI computing power highways and vehicles. Perez's industry life cycle tells us that seamless integration is impossible.