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$阿斯麦(ASML)$ “I think what we have seen with AI is a major investment from many companies in supercomputer in the ability basically to train model. What we still miss in AI, I think, is the emergence of end product. So I think today, there's not much revenue made on AI. There's just a lot of investment. ”
AI现在只是投资热潮,还没有什么终端产品和收入,后面还是会有很多反复。

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07-18 20:01

scaling low意味着一两个数量级的算力才能解锁高一级的能力,才能跨过应用爆发的奇点。
然而工程能力 工程建设都需要时间。
从过去到目前都证实了scaling low的存在,所以目前暂时也没有什么好忧虑的。