Ethan Mollick@emollick · XAI 摘要
推文指出，尽管有报道称Uber和微软因AI代理成本过高而缩减AI订阅，但这不代表AI价值下降。核心论据是：当前GPU租赁价格仍比四个月前高出2倍，显示需求持续超越供给。作者以“纽约酒店价格翻倍”类比，认为算力价格高涨恰恰证明AI市场未出现泡沫破裂迹象，需求仍在显著增长。
We aren't going to do this again so quickly， are we？
Rising demand results in higher costs. Higher costs result in lower demand. It is almost like some sort of equilibrium is being achieved.
But there is no indication I see that companies are finding AI less valuable over time.
We're getting another round of THE AI BUBBLE IS POPPING stories, with the news about Uber/Microsoft pulling back on AI subscriptions bc their agent costs went c...