$英伟达(NVDA)_老虎社区_美港股上老虎

$英伟达(NVDA)$ 假设OpenAI开了一个载重100吨的卡车，Deepseek的卡车只有50吨。拉一个90吨的零件时，OpenAI可以，deepseek不行，这叫技术壁垒。这才是英伟达超买的根源。

突然有一天deepseek说他把这个零件优化到50吨了，那OpenAI这100吨的载重，可就不是优势反而成为劣势了。

而开源行为，就是把怎样把零件变成50吨告诉大家，让所有载重50吨的卡车都能拉货，那请问，100吨的卡车谁要？买80吨的都是在战未来。

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赌狗终将一无所有
·01-28
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开动卡车就满意了？高铁飞机火箭的开发不要了？
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- KevinWilson:
  你要这么理解，我只能说各自安好了。祝你发财。
  01-28
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