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Three Theses on AI Value Capture

Garicano与Saa-Requejo合著的AI经济分析报告

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https://t.co/vbs7npYEOr Fight! 🦾

Marc Andreessen Shares AI Profitability Crisis Debate: 'Fight! 🦾'

Marc Andreessen 🇺🇸(@pmarca)84 字 (约 1 分钟)
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Luis Garicano argues that if OpenAI and Anthropic face a ~4-month model iteration lag (per EpochAI), they may achieve zero profit despite revenue growth; Marc Andreessen retweeted with 'Fight! 🦾' signaling support.

入选理由:Luis Garicano引用EpochAI数据称OpenAI/Anthropic存在约4个月模型迭代滞后

FeaturedTweet#OpenAI#Anthropic#AI Economics#EpochAI中英混合

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