Building powerful AI models is impressive, but distributing them to businesses and integrating them into existing workflows is where monetization happens.
Companies like $AMZN, $GOOGL and $MSFT already have enterprise relationships, cloud infrastructure and distribution channels. They don't need the world's best model to benefit from AI adoption.
However, massive data-center spending and rising computing costs could pressure margins.
The real winners will turn AI workloads into recurring revenue while generating attractive returns on invested capital.
In my view, the next AI opportunity isn't necessarily owning the smartest model. It's owning the infrastructure and customer relationships businesses cannot easily replace.
In the AI gold rush, I'd rather own the toll roads than bet on one gold miner.
@Tiger_comments [可爱]
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