Karina：不必做 AI 公司也能赢
btw you don’t need to be an AI company to win. companies that own scarce physical assets and use AI exceptionally well will capture enormous economic value with
AI 导读
Karina Nguyen 认为，赢得竞争不一定要成为 AI 公司：掌握稀缺实物资产、同时把 AI 用得极好的企业，即使不自己造模型也能获取巨大经济价值。她以铜矿和垂直一体化服装制造商为例，指出当同类智能可以廉价买到时，持久优势在于矿床品质与开采成本。
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btw you don’t need to be an AI company to win. companies that own scarce physical assets and use AI exceptionally well will capture enormous economic value without ever building a model. if every copper miner can buy the same metallurgical intelligence cheaply, the durable advantage is the quality of the deposit and the cost of extraction. same goes for vertically integrated apparel manufacturers (+ people will still wear clothes post-agi).