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链研社|Jan 27, 2025 09:47
The rapid reduction of AI training costs in DeepSeek is similar to Moore's Law of the PC era, which has a long-term positive impact on the entire industry.
The decrease in training costs for both computer PCs and AI follows the path of "technological breakthroughs → cost reduction → application popularization → ecological reconstruction".
The paradigm of influence in the PC era
Hardware industry chain restructuring: shifting from mainframes to personal computers (Lenovo, Dell), giving rise to giants in segmented fields such as chips (Intel) and operating systems (Microsoft).
Software ecosystem explosion: Applications such as operating systems (Windows), office software (Office), and games (Blizzard) are driving the trillion dollar market.
Social digital transformation: the popularity of computers has given birth to the Internet, mobile Internet, e-commerce (Amazon), social media (Facebook), and reshaped the way of work and life.
How do you think the arrival of the AI era will affect future industries?
At present, it is very certain that there will be a major leap in productivity, which will give birth to more and more super individuals.
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