2024年，月之暗面一度被视为“投流狂魔”，根据APPGrowing数据，Kimi在高峰期每月一度投放高达数千万乃至上亿元的广告，月活规模一度突破3600万。
英伟达的股价困境，不是AI行业的终点，而是市场对AI产业从“宏大叙事”回归“微观盈利”的必然调整：当投资者不再追问“模型参数有多大”，而是开始关注“每个Token能赚多少钱”时，AI行业真正的价值投资才正式开始。
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"The first time there's any type of struggle, the immediate thought is, 'well, I thought you were my soulmate. But maybe you're not, because soulmates aren't supposed to deal with things'," he says. "But if relationships are going to go long term, it's never just going to be a downhill run."