英伟达的股价困境,不是AI行业的终点,而是市场对AI产业从“宏大叙事”回归“微观盈利”的必然调整:当投资者不再追问“模型参数有多大”,而是开始关注“每个Token能赚多少钱”时,AI行业真正的价值投资才正式开始。
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I remember we had a long, protracted argument about whether we should break backward compatibility or not to add nested scopes, which eventually led to, I think Tim Peters suggesting “future imports”.
I got a phone call from someone who said,