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X·财经博主· Shanu Mathew (@ShanuMathew93)·· 6 天前AI 评分28

Thought about this more: Open weights could support attractive INFRA returns even as LAB margins…

Thought about this more: Open weights could support attractive INFRA returns even as LAB margins…

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Thought about this more: Open weights could support attractive INFRA returns even as LAB margins compress. If training is funded elsewhere and open models deliver enough value, inference providers can charge less for tokens while retaining a spread over compute costs. 引用 @ShanuMathew93:This is a b

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