中国有互联网/AI 巨头,海外何尝不是如此?像 Meta、Amazon 这样的老对手,本身还拥有强势的平台与生态,它们未必心甘情愿对 Google 开放,让 Gemini 来自动化一切。无论是以隐私、安全,还是平台规则为由,设置限制、提高接入门槛,博弈必然发生,争斗将进一步白热化。
中游的优势在于规模效应显著,边际成本随业务扩张不断递减,且客户迁移成本高,黏性极强。但行业竞争激烈的同时,也潜藏着两大风险:一是价格战频发,压缩盈利空间;二是高度依赖下游需求持续性,若AI应用商业化进程延迟,算力租赁需求可能出现下滑。
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But George Vomvolakis, his attorney, told the judge that the “circumstances surrounding his arrest have been politicized.” He suggested Coulibaly was caught in the middle of a rift between the police department and City Hall.
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