I think this viewpoint is worth considering, but I'd like to share a new perspective: ChatGPT had approximately 300 million weekly active users (WAU) in December 2024, which increased to approximately 700 million WAU by September 2025, representing a growth of about 2.3 times; while the proportion of paying users remained relatively stable at around 5% of WAU, also growing by about 2-3 times. During the same period, Nvidia's stock price rose by approximately 39%; Google's by approximately 25%; and Oracle's...
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憨厚的麦总
@Michael_Liu93
12-17
前几天跟朋友讨论到一个话题 “AI市场的泡沫有多大?”,分享一下我们的讨论,然后跟大家一起算几个大数。


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