英伟达的当前困境:从“Token经济学”到“Agent经济学”的叙事危机英伟达的市值能在短短两三年时间里从3000亿美元飙升至3万亿美元,所依赖的核心叙事逻辑就是“Token经济学”:随着大模型参数爆炸式增长,推理成本将呈指数级上升,算力需求将永无止境。
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两年前,朱老板相继结束了皮草、化妆品生意,在广州开了一家酒庄。很多朋友要带他去玩,他都拒绝了,还是受不了那种只谈钱的俗气。他在深圳唱过一次卡拉OK,先是一个妈咪进来打招呼,跟着一群妈咪进来讨小费,就像捕食猎物的猛禽。他掏出600块现金,对方还要一张一张验,确认是不是假币,有没有破损。