🤖 AI / ML
引用 Dean W. Ball 的话Quoting Dean W. Ball
前沿 AI 模型的训练成本极其高昂，开发商通常依赖模型发布后短暂的垄断期来收回巨额投资。一旦几个月后竞争对手赶上，这些模型就不再具备前沿优势，利润率也会随之大幅压缩。这种行业动态意味着，模型发布日期的任何延迟都会直接吞噬开发商获取回报的狭窄时间窗口。这是当前 AI 商业化面临的严峻现实。
Simon Willison
26th June 2026
This is a bad state of affairs. Consider, in particular, some industry dynamics: Frontier models are trained at an enormous cost, and a significant fraction of that cost is recouped in the few post-release months that they are broadly available. After that period elapses, the models become sub-frontier, competition emerges, and margins compress. Every week of delay is eating into the narrow window that labs have to make their accounting work. The ongoing AI infrastructure buildout—the one that is, according to former US AI Czar David Sacks, essential to the US economy, assumes a functionally global total addressable market for US AI services. No one is building $100 billion dollar data centers to serve frontier models to whatever 100 companies the US government will allow access. [...]
— Dean W. Ball, 35 thoughts on what has happened and what America should do
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