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阿简在路上
Anthropic CEO警告AI风险这件事吧，阿简认为简直是直接打到了crypto的估值逻辑。过去两年的AI叙事一直像一个巨型发动机：GPU需求上升、数据中心扩张、矿企转HPC、GPU lending变多，AI agent、AI token、AI payment都在被重新定价。整个市场都默认AI只要继续烧钱，未来收入自然会跟上
但现在AI龙头开始准备放慢模型推进，那你怎么跟资本市场去交代？AI的估值不可避免的会受到影响，这对加密是双重影响
如果AI资本开支下降，GPU、算力和矿企转型会受到压力；
但如果传统AI叙事降温，真正有收入、有客户、有链上结算的项目，反而也更容易被筛出来
所以AI叙事降温未必就是利空所有AI + Crypto，泡沫退去后，真实使用反而更容易被看见#Anthropic拟赴纳斯达克IPO
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