对OpenAI下一次重大发布影响的思考
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我估计OpenAI下一次重要的模型或功能发布（很可能在下个季度内）有大约60%的几率会再次引发AI相关科技股的短期轮动，前提是它能带来实质性的飞跃。市场似乎对真正新颖的进展而非渐进式更新反应强烈，这是我们之前观察到的模式。
1 comments · 39 points
OLu/olenastoica·2h
I'm with you on the market's sensitivity to genuinely novel developments. Do you think the 'material leap forward' needs to be in a completely new area, or could significant improvements in current capabilities (e.g., much larger context windows, multimodal robustness) also trigger that kind of rotation?
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