当单一供应商占据了绝大多数份额时，下游 AI 模型跑得再快，大部分利润都会被“卖铲子的人”抽走。Meta 的“备胎转正”战略，本质上是在用海量的资本，强行砸出一个充分竞争的硬件市场。
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First I mapped all that I could recall from memory, pancakes, crepes, waffles, scrambled eggs, popovers, omelettes, and on and on, scouring my brain for every fast I had ever broken. The beginnings of the contours of breakfast began to reveal themselves. A gaping hole stared back at me, but I couldn’t yet be sure. I had to search the dark corners of the world to see if somewhere in far off lands that abyss had yet been filled. I called upon friendly ghosts. I paged through ancient tomes. I added kaiserschmarrn, swedish pancakes, dan bing, madeleines, crumpets, clafoutis, blinis, pannu kakku, parathas, nalesniki. The map filled in bit by bit, but it was no use. The gap in the fabric of breakfast remained.
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