AI 大规模建设或同时拖累 Mag 7 财务与硅谷高毛利软件公司
Is Wall Street realizing that the AI build out is not only bad for the finances of Mag 7 but also wipes out other SV software companies that had moats...
AI 导读
Tony Huang 质疑华尔街是否意识到 AI 大规模建设不仅损害 Mag 7 的财务，还冲击此前拥有护城河和高毛利的硅谷软件公司。他指出，新的 AI 云业务是低毛利模式，取代的是原先高毛利的广告商业模式。