Alastair Thomson：大型 AI 公司看不到盈利路径
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一位资深 CFO 直说大 AI 公司烧钱烧不出盈利路径，Gary Marcus 还转发了，观点挺尖锐的。
CFO Alastair Thomson 在 X 上发帖称，大型 AI 公司目前没有任何说得通的商业模型。他指出这些公司的 capex（资本支出）和 opex（运营支出）都极度浪费。按他的判断，看不到通往盈利和正现金流的路径。Gary Marcus 转发了这条帖子并评论“Hope is not a business plan”。
原文 · Gary Marcus
Hope is not a business plan Alastair Thomson @FinanceDirCFO As I've been saying for some time, there is no business model that makes sense for the big AI cos. Their capex has been supremely wasteful and their opex has been no better. There is no path to profitability and positive cash flow that I can see... 🔗 View Quoted Tweet 💬 4 🔄 0 ❤️ 12 👀 2572 📊 4 ⚡