Chamath Palihapitiya：AI代币支出冲击收益
Chamath Palihapitiya警告AI代币支出激增将打击企业收益，呼应AI基建资本支出影响科技公司利润的历史。
原文链接详细分析
Chamath Palihapitiya警告称，AI代币支出激增将冲击企业收益，反映出AI基础设施资本支出影响科技公司利润的历史。风险投资家指出，Chamath Palihapitiya AI spending impact on corporate earnings正加速压低超大规模企业和软件公司的利润率。过去六个月内，代币消耗速度已接近早期云建设水平，迫使CFO下调指引。
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