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没看懂这波行情，ds的直接竞争对手应该是openai、grok、gemini、copilot。如果说通过算法优化能降低门槛，那也得有个上限啊，那么到达上限之后增加算力那还不是要堆算力，ds目前的情况有点像之前的kimi，也是创造一个人设讲一故事

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老当益壮铁树开花
01-29
老当益壮铁树开花
这算得了算力焦虑，就好像设计系统cpu总想要最快、内存总想插满、带宽必须有多宽要多宽，其实就是个考勤管理系统。

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