|
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 01 开篇：硅谷百亿大佬用脚投票：一个来自硅谷核心的“叛逃”信号
一个令人意外的信号，正从硅谷的核心圈层释放出来。
在科技投资界极具影响力的播客《All-in》上，查马斯·帕里哈皮蒂亚（Chamath Palihapitiya）坦诚，他创立的新公司，尽管已经是亚马逊的AI托管平台 Bedrock 的 TOP 20 客户，但已开始将大量工作负载转向一个中国模型——Kimi K2。他的理由直白而务实：“因为K2的性能确实足够强，而且说实话，比OpenAI和Anthropic便宜太多了。”
 | 点
击
图
片
看
原
图 |
图源：ALL-IN 播客
这番话的分量，远超一次简单的产品评测，它源于发言者无可争议的行业地位。
查马斯并非普通的技术评论员，而是一位在硅谷拥有传奇色彩的顶级玩家。这位身价据估算超过百亿美金的投资人，其职业生涯本身就是一部洞察用户增长与商业本质的教科书。在2011年离开Facebook时，他已拥有将平台用户数从4500万做到7亿的惊人战绩，社交网络中经典的“你可能认识的人”（People You May Know）这一病毒式增长功能，正是他的团队的杰作。这证明了他对产品、增长和人性有着深刻的理解。离开Facebook后，他创立的基金Social Capital，早期曾精准押中Slack、Box、SurveyMonkey等日后成长为百亿美金市值的明星公司，其投资哲学始终围绕着硬核技术与可规模化的商业模式。
因此，当这样一位极度务实、在产品增长和资本回报上都追求极致的顶级捕手，公开选择用一个中国模型部分替代美国最前沿、品牌光环最强的模型时，这不再是个人偏好，而是一个强烈的市场领先指标。它清晰地预示着，全球AI应用正不可逆转地从“不计成本、只求最佳”的狂热探索期，进入了由商业理性主导的深水区。在这个阶段，模型的“品牌”和“参数”不再是唯一的衡量标准
0 | | | |
0
8
| | Pixfuture: super cool 200 |
|
0
https://gears.popyard.space
https://www.popyard.space/img/logo_0.jpg
https://www.popyard.space
https://news.popyard.space
https://newsx.popyard.space
https://cn.popyard.space
https://plus.popyard.space
https://studio.popyard.space
https://studio.popyard.space
https://channel.popyard.space
https://adserver.popyard.space
八阕
新 闻
3
news-scroll
硅谷大佬带头“倒戈”：转用中国模型
16
1524381
1524381
0
5
0
Z Potentials
2025-10-12
https://bbs.popyard.space
https://img5.angelyun.com/2025/9_12/142_35.jpg
desktop
pixfuture
google
360playvid
0
0
normal
{ "object_name":"related_list","lan_0":"cn","subject_0":"石破茂回应“再当首相的可能性”（组图）","sid_0":"16","rid_0":"1525615","likely_0":"852","url_0":"https://news.popyard.space/cn16scroll15256150.html","gfw_0":"0","lan_1":"cn","subject_1":"中东富豪狂买中国飞行汽车（图）","sid_1":"16","rid_1":"1525423","likely_1":"876","url_1":"https://news.popyard.space/cn16scroll15254230.html","gfw_1":"0","lan_2":"cn","subject_2":"中国经济的病灶：神主牌的迷惘（组图）","sid_2":"16","rid_2":"1524854","likely_2":"857","url_2":"https://news.popyard.space/cn16scroll15248540.html","gfw_2":"1","lan_3":"cn","subject_3":"加州选民将决定美国命运（图）","sid_3":"16","rid_3":"1524705","likely_3":"856","url_3":"https://news.popyard.space/cn16scroll15247050.html","gfw_3":"0","total":4 }
{ "json":"done-news-scroll-related-show","lan_0":"cn","sid_0":"16","rid_0":"1525615","src_0":"观察者网/新潮沉思录","sub_0":"石破茂回应“再当首相的可能性”","dat_0":"2025-10-13","sex_0":0,"gfw_0":0,"pic_0":"https://img5.angelyun.com/2025/9_13/oid624046_0.jpeg","lan_1":"cn","sid_1":"16","rid_1":"1525615","src_1":"观察者网/新潮沉思录","sub_1":"石破茂回应“再当首相的可能性”","dat_1":"2025-10-13","sex_1":0,"gfw_1":0,"pic_1":"https://img5.angelyun.com/2025/9_13/oid624046_1.jpeg","lan_2":"cn","sid_2":"16","rid_2":"1525615","src_2":"观察者网/新潮沉思录","sub_2":"石破茂回应“再当首相的可能性”","dat_2":"2025-10-13","sex_2":0,"gfw_2":0,"pic_2":"https://img5.angelyun.com/2025/9_13/oid624046_2.jpeg","lan_3":"cn","sid_3":"16","rid_3":"1525615","src_3":"观察者网/新潮沉思录","sub_3":"石破茂回应“再当首相的可能性”","dat_3":"2025-10-13","sex_3":0,"gfw_3":0,"pic_3":"https://img5.angelyun.com/2025/9_13/oid624046_3.jpeg","lan_4":"cn","sid_4":"16","rid_4":"1525615","src_4":"观察者网/新潮沉思录","sub_4":"石破茂回应“再当首相的可能性”","dat_4":"2025-10-13","sex_4":0,"gfw_4":0,"pic_4":"https://img5.angelyun.com/2025/9_13/oid624046_4.jpeg","lan_5":"cn","sid_5":"16","rid_5":"1525615","src_5":"观察者网/新潮沉思录","sub_5":"石破茂回应“再当首相的可能性”","dat_5":"2025-10-13","sex_5":0,"gfw_5":0,"pic_5":"https://img5.angelyun.com/2025/9_13/oid624046_5.jpeg","lan_6":"cn","sid_6":"16","rid_6":"1525615","src_6":"观察者网/新潮沉思录","sub_6":"石破茂回应“再当首相的可能性”","dat_6":"2025-10-13","sex_6":0,"gfw_6":0,"pic_6":"https://img5.angelyun.com/2025/9_13/oid624046_6.jpeg","lan_7":"cn","sid_7":"16","rid_7":"1525423","src_7":"华尔街日报","sub_7":"中东富豪狂买中国飞行汽车","dat_7":"2025-10-13","sex_7":0,"gfw_7":0,"pic_7":"https://img5.angelyun.com/2025/9_13/oid623828_0.jpeg","lan_8":"cn","sid_8":"16","rid_8":"1524854","src_8":"上报","sub_8":"中国经济的病灶：神主牌的迷惘","dat_8":"2025-10-12","sex_8":0,"gfw_8":1,"pic_8":"https://img5.angelyun.com/2025/9_12/oid623390_0.jpeg","lan_9":"cn","sid_9":"16","rid_9":"1524854","src_9":"上报","sub_9":"中国经济的病灶：神主牌的迷惘","dat_9":"2025-10-12","sex_9":0,"gfw_9":1,"pic_9":"https://img5.angelyun.com/2025/9_12/oid623390_1.jpeg","lan_10":"cn","sid_10":"16","rid_10":"1524705","src_10":"美国华人杂谈","sub_10":"加州选民将决定美国命运","dat_10":"2025-10-12","sex_10":0,"gfw_10":0,"pic_10":"https://img5.angelyun.com/2025/9_12/oid623330_0.jpeg","total":11,"action":"fetch" }
点击朱笔，直抒胸臆