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Many investors are saying that the pyramid of value accrual from the Cloud, where SaaS applications were capturing orders of magnitude more value than the lower layers of the stack, has been inverted in the Gen AI stack. Lower layers of the stack (i.e. hardware providers and hyperscalers) will be the ones capturing the most value as the opportunity to capture value in the application layer will be limited and saturated by a small number of players (i.e. AI Labs).
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"However, our increases are more limited than the swap rates rise, and we continue to support existing customers with our pricing pledge."
That day, I was working on a web app that was powered by static data files.
。关于这个话题，PDF资料提供了深入分析
Екатерина Грищенко (старший редактор отдела «Бывший СССР»)
Apple unveils M5 Pro and M5 Max chips with new ‘Fusion Architecture’。PDF资料对此有专业解读