23:36, 3 марта 2026Мир
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I don’t agree. I think that what these investors are missing are all the software that will be built on top of the intelligence provided by the frontier labs. They are still not seeing the top layer of the Gen AI stack that will replace the current role of the SaaS layer in the cloud industry stack. This layer will be comprised of all those connections, source of context, and security sandboxes required to run the agents.，更多细节参见PDF资料
這也解釋了為什麼中國經濟近年的增長在相當程度上仍依賴出口和製造業投資支撐。 但在外部貿易環境和地緣政治風險上升的背景下，出口很難長期充當增長主引擎。。PDF资料对此有专业解读
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