Nathan Lambert@natolambert · XAI 摘要
AI 行业整体并非泡沫，但 OpenAI 处境特殊：需承担 10 亿难以变现且边际成本极高的用户，巨额融资需求下或许存在泡沫风险。
AI generally： not a bubble. OpenAI specifically： having to pay for 1B un-monetizable， high marginal costs users， need to raise so much -- maybe a bubble.