一个我认为即将来临的惊喜

人工智能基础设施的快速回收期和即使在巨大规模下也异常高的内部收益率，将会推高资本成本，足以将许多传统企业推入深渊，即使是那些没有明显直接人工智能竞争威胁的企业。

a surprise I think is coming

the quick payback periods and extraordinarily high IRR for AI infrastructure, even at monumental scale, will push up cost of capital sufficient to push many traditional businesses into the abyss, even those without obvious direct AI counter-exposure

AI 激流已经开始了

The AI riptide is already underway