A股证券交易员
@ANDREW_FDWT
汇集、评论有关中国证券市场的公开信息，形成市场态势感知。注意：在评论中有爆粗口、人身攻击、政治攻击的人，一律会被拉黑。
参加 January 2010
2.3K フォロー中 28.7K ファン
How do you think?
China will crash the US stock market this year.
They're dumping SOTA open-source models on the US, nearly as good as the frontier labs, basically free.
Nobody can refuse cutting a $100M AI bill down to $5M.
Once that deal is on the table for everyone, Anthropic and OpenAI can't justify their prices, or their valuations.
The bubble isn't AI. It's the price of AI. And it's about to pop.
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