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第N次大变革大分流
2024-03-27

$阿里巴巴(BABA)$ 阿里巴巴今年不压缩成本，居然还继续在AI上面烧钱，如此下去，阿里巴巴根本不可能花钱去把pdd抢走的流量再买回来，如此下去，阿里巴巴所处得局面更加被动。所以继续看跌。

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tiger 江政達
·2024-03-27
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现有技术和条件下如果靠烧钱抢市场份额，不太能行的通呢同学。但是ai是一次基础设施颠覆的变化，依托ai的新技术才有可能进行错位的竞争，所以押宝ai不见得是坏事。
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- 稳定压倒一切皆有可能:
  ai 合规成本太高了，最后可能和云一样，被上面有人的果子辈劣币驱除。到时候淘宝可能比当当还惨
  2024-03-27
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