AI算力成本或涨10倍：模型价值远超硬件供给
AI compute could become 10x more expensive if model usefulness outruns hardware…
AI compute could become 10x more expensive if model usefulness outruns hardware supply.
New estimated from Dwarkesh.
If one H100 could do a human software engineer's job, it could earn over $250K a year. That is roughly 15x today's $2 hourly price.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力