Chamath：AI算力成本将大幅降低，高价模型面临挑战
AI companies are spending and earning enormous amounts of money, while many cust…
AI companies are spending and earning enormous amounts of money, while many customers are still exploring how best to translate the tec into financial value creation.
AI 公司正在投入和赚取巨额资金，而许多客户仍在探索如何最好地将技术转化为财务价值创造。
--- Chamath: "Let’s say a “barrel of intelligence” is one million tokens. You can buy that barrel from OpenAI for $26. Anthropic’s latest model costs about $56. Elon Musk is selling you a barrel of intelligence for $1.
--- 查马思：“假设‘一桶智能’是一百万个 token。你可以从 OpenAI 以 26 美元的价格购买这一桶智能。Anthropic 的最新模型成本约为 56 美元。埃隆·马斯克以 1 美元的价格向你出售一桶智能。”
Mark Zuckerberg is about to sell it to you for $1.50. Demis Hassabis and Sundar Pichai are trying to sell it to you for $1, and the Chinese will sell it to you for $0.50.
马克·扎克伯格即将以 1.50 美元的价格向你出售。戴密斯·哈萨比斯和桑达尔·皮查伊正试图以 1 美元的价格向你出售，而中国人将以 0.50 美元的价格向你出售。
This rationalization has to happen. We have the same basic input being offered at dramatically different prices. If you made an early bet on one of the companies selling extremely expensive barrels of intelligence, and you try to pass those costs through to customers, you may run into downstream difficulties. That has to play itself out."
这种合理化必须发生。我们面临着相同的基本输入，但价格差异巨大。如果你早期押注于一家出售极其昂贵智能桶的公司，并试图将这些成本转嫁给客户，你可能会遇到下游困难。这种情况必然会发生。
From "CNBC Television" YouTube channel, (full video link in comment)
来自“CNBC Television”YouTube 频道，（完整视频链接在评论中）
更进一步：量化金融体系
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