Gary Marcus总结LLM行业牛熊观点

The bull case: LLMs are cool; chips are soaring; revenue is soaring. The bear case: few demonstrabl...

精选理由

看看Gary Marcus怎么用一句话说透LLM行业的冰火两重天,收入和股价飞涨,但企业实际收益和盈利问题依旧。

AI 摘要

Gary Marcus发帖指出,LLM行业牛方认为模型酷炫、芯片股飙升、收入增长。熊方则看到企业用户除编程外生产力提升有限、与中国价格战、LLM提供商在无芯片补贴下无法盈利、且模型依然不可靠。该帖获得24个点赞和1607次浏览。

原文 · Gary Marcus

The bull case: LLMs are cool; chips are soaring; revenue is soaring. The bear case: few demonstrabl...

The bull case: LLMs are cool; chips are soaring; revenue is soaring. The bear case: few demonstrable gains in productivity for corporate users except in coding; price wars with China; LLM providers still aren’t profitable unless the chips are subsidized; LLMs remain unreliable. 💬 6 🔄 1 ❤️ 24 👀 1607 📊 8 ⚡

Gary Marcus总结LLM行业牛熊观点 · AI 热点