精选理由
Andre Chen用三句话总结了AI行业的钱到底流向哪：从模型到硬件，再到垂直应用。观点犀利，值得一看。
风险投资人Andrew Chen指出，AI行业的价值捕获叙事正在快速变化：首先是GPT包装器阶段，模型公司获取所有价值；随后前沿开源权重兴起，硬件公司成为赢家；他预测，未来“足够好”的本地AI能在低端硬件上运行，垂直AI将捕获所有价值。这一观点反映了对AI生态链价值分配的动态观察。
原文 · andrew chen
Funny how fast the narrative is evolving- GPT wrappers: Models capture all the value Frontier open...
Funny how fast the narrative is evolving- GPT wrappers: Models capture all the value Frontier open weights: Hardware captures all the value I think soon, "Good enough" local AI that can run on lower-end hardware: Vertical AI captures all the value 💬 6 🔄 2 ❤️ 15 👀 2068 📊 7 ⚡