推荐一篇我曾与小猪分享的文章：https://investinginai.substack.com/p/why-google-will-win-the-ai-race， 大意我总结如下：
Google’s structural advantages in winning the AI marathon include: YouTube’s unique training data, TPU’s computational optimization, search’s real-time feedback, mature infrastructure, Android’s edge distribution, and deep research culture.
And all of the above position Google to win the AI war (at least competing with OpenAI), in the end, AI competition isn’t about who has the best demo or the most hype, but about who can ---
1, train the biggest models
2, deploy these models most efficiently
3, improve them fastest based on real-world feedback
在巴黎问好薄少帅。刚刚从罗浮宫回来，外面实在是太冷了，我又不喜欢shopping，所以这两天应该就快乐地泡在The Louvre 了哈哈。
其实从技术上最终谁赢谁输或许并不是投资者最介意的，那是创业者们，如Elon那般更愿意称自己为engineers 的人介意的。投资者介意的是他们的ROR，他们的钞票，哈哈，多么没有诗意和远方LOL
不过做为毫无诗意和远方的投资者一员，我已经想好怎样从商业的角度去分析你所担心的假如OpenAI busted, 整个股市会怎样，7大会怎样，那些中小型科技企业会怎样……？ 非常非常有趣的问题，我得等回家后安安静静给你交作业,应该是一篇蛮长的作业，可以换几碗糙米 ；）
