阿里巴巴腾讯ai时代落伍了吗

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小博啊

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你知道中概互联网巨头今年跌的有多惨吗

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腰斩了差不多

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他们把去年涨的全跌完了

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腾讯呢最近这半年啊

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差不多打了个六折

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阿里呢最高的时候180

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现在又跌到100了

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基本上又回到原点了

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你包括抖音

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抖音的利润啊

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去年下滑了75%

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哎你知道为什么中概他怎么这么惨啊

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那为什么美股你比如说那美股的互联网公司

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那和这个腾讯差不多的

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像谷歌表现就不错

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然后和阿里啊

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京东差不多的亚马逊啊

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虽然说表现的没有像尘土这么好

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但是呢最起码还得涨啊

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再比如说啊

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美股的其他的科技公司咱不用讲了哈

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其他的就要涨上天了

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那为什么美股的科技公司表现的就在

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AI时代就很亮眼

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那为什么中概就很差呢

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因为他商业模式不对

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哎你这一点说的很好啊

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同样做电商

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你看这亚马逊是吧

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人家的语音增速很快

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人家的估值呢电商估值不高

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但是云是不是估值很高啊

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对啊

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再比如说哎你像谷歌

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那谷歌呢也是投了1800亿做AI

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但是人家把这个AI转化成利润了

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你要这么呢

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是不是每个月要付20美金啊

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啊再比如说人家那个手头订单三十千亿

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虽然也要融资负债

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但最起码能看到效益利润大幅增长

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你看那个一季度

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谷歌的利润销售额都是两位数增长

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对不对

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但你反观那个阿里第一季度才赚了几千万

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腾讯呢今年呢为了投AI啊

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接下来要把分红还有回购都要减少

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那还有一条呢

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你看美国的这些互联网公司哈都开始收费了

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你像20多配合都赚钱了是吧

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你看这么大首尔十拆的GVT啊

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他出了这个codex时也收费

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那为什么美国所有大部分都收费

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那为什么腾讯阿里他们都不敢收费呢

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因为在中国他们怕没人用了

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这样诶没错

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因为别人不收费

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他们都要打价格战

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本来token是一个非常好的这个趋势啊

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需求量极大爆发式增长

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但每一家都在打折

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你知道他们打几折吗

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打折token我跟你讲哈

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每一家都打到了零点几折嗯

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有的连一折都不到了

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就他原来的时候

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比如说那token的价格

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比现在至少能贵个七八十倍

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而且啊你看国内这些卖token的哈

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一个比一个便宜

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小米的token都接近免费了

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上来还送你几百万

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他为什么这么好的一个商业模式

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大家都干成白菜价呢

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因为他们怕太贵

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他们都去找便宜的用了

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大家诶对的

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他都怕流失用户

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他都怕这个token啊

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变成了一个圈跑跑马圈地的模式对吧

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你看美股这些科技公司

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人家这个大模型呢

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人家是收费

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人家把这个钱呢拿来研发更好的大模型是吧

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比霍代格式啊啊cloud

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人家都是想着怎么样

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我我赚了钱

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我开发更好的

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如果他们不想被困到这些死鱼

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咱们就给一起涨价

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没错

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他们要把东西做赚钱

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然后呢从从这个产品里面要利润

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而不是说我就跑马圈地哈

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我就烧活跃用户

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你还记得咱三个月前

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当时咱说腾讯啊对吧

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那个大模型还要送阿里的大模型

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送奶茶

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腾讯的大模型干嘛呢

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发红包

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当时我们就分析

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我说他这个方向肯定走错了

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当时还有很多人哎呀冷嘲热讽

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现在是不是证明我们当时分析的是对的呀

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因为你AI的话

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你应该你应该是用来赚钱的这个印钞机

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而不是用来抢地盘

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圈圈用户

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对不对

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还有一个呢人家美国的巨头呢

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他烧钱的是换成利润

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那A股那巨头呢烧钱来换市场对

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所以他这个阿里和腾讯

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你觉得他那个模式能改变吗

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嗯应该可以对呀

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他如果他想明白了是吧

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他不要去刻意的去

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大家都去打价格战

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你看那个这个大模型

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你知道A股现在多少大模型了吗

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给我上市的什么制服啊

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mini麦克十呀

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还马上这个K米啊

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还有这个一大堆啊

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包括帝国seek

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你觉得这个市场能容下这么多大模型吗

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不能这大模型

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你觉得他们产品有差异吗

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有其实差异啊还真不大

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有差异

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但是不大

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他为什么不能像codex

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还有这个cloud一样做出来那种极致的大模型

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而是卷那种同质化卷亮

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他为啥不能改变呢

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你觉得因为他怕他改变变了他们的商业变差

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他们你其他人还是不想用它

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对他怕这是投了之后还是没人用

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实际上他现在找不到方向了

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是不是对

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所以这互联网巨头本质上他们还是一个消费股

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它并不是真正的科技股

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还有一条就是他的这个收益模式

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还是没有彻底转过来

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而且呢每一家呢他没有真正的创新

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比如说呃买的硬件啊

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买了硬件都都不是最好的硬件

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是不是对

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然后呢效率变低了

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那第二个呢这个啊做这个大模型的时候呢

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他又没有真的站到消费角度哈

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pk的一些美国的巨头

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结果的消费者体验也不好了

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是不是它更难赚钱了

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对这个模式你觉得什么时候会改变

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等所有人一起涨价

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诶嘿嘿嘿

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所有人都想明白了是吧对

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彻底的把这个商业模式呢

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改变原来的这种打法啊

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不是在跑马圈地

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而是说真正的去像啊

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像codex是一样做出来极致的体验的时候

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是不是消费者自己就会主动付费了

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对所以说时代已经变了

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再用劳动思维啊

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确实赚不到钱了

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对

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