In a post on X earlier this month, Graham expanded on his thoughts from two decades ago: “In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make,” he predicted.
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微软正在扩充其面向 Windows 365 云 PC 服务的专用硬件阵容，推出两款由合作伙伴打造的新款迷你主机，进一步强化“租用云端 Windows 电脑办公”的应用场景。
他认为，亚马逊在基础设施与芯片设计方面的长期积累，使其有能力以更低成本构建大模型，并以更具性价比的方式提供企业级 AI 服务。