当英伟达未能就未来的驱动因素提供更多细节，甚至暗示了对过热 AI 经济的担忧时，对估值高度敏感的华尔街立刻选择了用脚投票。基础设施投资的可持续性，被打上了一个巨大的问号。
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。PDF资料是该领域的重要参考
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This is a very different feeling from other tasks I’ve “mastered”. If you ask me to write a CLI tool or to debug a certain kind of bug, I know I’ll succeed and have a pretty good intuition on how long the task is going to take me. But by working with AI on a new domain… I just don’t, and I don’t see how I could build that intuition. This is uncomfortable and dangerous. You can try asking the agent to give you an estimate, and it will, but funnily enough the estimate will be in “human time” so it won’t have any meaning. And when you try working on the problem, the agent’s stochastic behavior could lead you to a super-quick win or to a dead end that never converges on a solution.
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