AI市场实在是变化太快了 一年前人们仍然为GitHub Copilot还有Cursor赞叹 现在已经被Claude Code和Codex吃掉份额 前几个月Openai势如破竹 如今机构排着队出老股都难出 现在人们又开始fomo Athropic 想起去年给flowith等等一连串的国产AI项目订阅 不到一年已经卸载，如今一看基本浪花都看不见了
Ark Invest Tracker
@ArkkDaily
04-01
OPENAI'S CFO SAYS: NO COMPUTE. NO REVENUE.
- OpenAI is turning down business in 2026 because they don't have enough compute
- Codex went from 100K to 2M developers in 3 months.
- "If you do not have compute, you do not have revenue. That is one thing I know for sure."
来自推特
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