AI市場實在是變化太快了 一年前人們仍然為GitHub Copilot還有Cursor讚歎 現在已經被Claude Code和Codex吃掉份額 前幾個月Openai勢如破竹 如今機構排著隊出老股都難出 現在人們又開始fomo Athropic 想起去年給flowith等等一連串的國產AI項目訂閱 不到一年已經卸載，如今一看基本浪花都看不見了
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."
來自推特
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