中文翻译
老实说，在 X 上随意发布新颖的信息发现才是做研究该有的样子。这似乎是斯梅尔（Smale）提出的“下个世纪数学问题”列表中的第 16 项？这在一定程度上表明，AI 产生的价值并不随 token 成本线性增长……看到这一点后，空头可能仍会质疑：“但 AI 应用后的利润究竟从何而来？”AI 与资本支出（Capex）的投入大概率将继续迅猛增长。
· 方法论
AI价值非线性质疑利润论，资本支出将持续高增
相关概念： AI 资本支出
英文原文
TBH, casually posting novel information discovery to X is how research should be done. Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century? Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say: "B-but where's the profit coming from after AI usage?" AI + capex is likely going to keep going brrr.