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报告称 AI 的普及和增长“史无前例”

2025-06-03 19:38 by 暗黑童话

根据有互联网女皇之称的著名 VC 和分析师 Mary Meeker 的新报告《Trends –Artificial Intelligence》,AI 的普及和增长速度堪称“史无前例”。报告称,ChatGPT 在 17 个月内用户数就突破了 8 亿,这是史无前例的;AI 公司数量以及如此多的公司实现高年经常性收入的速度是史无前例的;AI 模型的推理成本下降速度是史无前例的——虽然训练一个大模型的成本最高要 10 亿美元,但推理成本两年内下降了 99%;AI 公司以极低成本匹配竞争对手模型功能的速度也是史无前例的。报告指出,AI 唯一没有超越其它科技革命的领域是财务回报,暂时还不知道哪些公司能成长为长期盈利的下一代科技巨头。

www.bondcap.com/reports/tai
slashdot.org/story/25/06/02/0114203/ais-adoption-and-growth-truly-is-unprecedented

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报告称 AI 的普及和增长“史无前例”

2025-06-03 19:38 by 暗黑童话

根据有互联网女皇之称的著名 VC 和分析师 Mary Meeker 的新报告《Trends –Artificial Intelligence》,AI 的普及和增长速度堪称“史无前例”。报告称,ChatGPT 在 17 个月内用户数就突破了 8 亿,这是史无前例的;AI 公司数量以及如此多的公司实现高年经常性收入的速度是史无前例的;AI 模型的推理成本下降速度是史无前例的——虽然训练一个大模型的成本最高要 10 亿美元,但推理成本两年内下降了 99%;AI 公司以极低成本匹配竞争对手模型功能的速度也是史无前例的。报告指出,AI 唯一没有超越其它科技革命的领域是财务回报,暂时还不知道哪些公司能成长为长期盈利的下一代科技巨头。

www.bondcap.com/reports/tai
slashdot.org/story/25/06/02/0114203/ais-adoption-and-growth-truly-is-unprecedented

#人工智能

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That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.

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