在医疗器械行业,提起“集采”,许多人的第一反应是产品的出厂价腰斩甚至膝斩,企业利润雪崩似乎是注定的宿命。
And I want to close this post in the same way that I closed the talk last Thursday: I think we live in interesting times where we are seeing a new paradigm for shipping code. My contrarian opinion (or maybe not that contrarian after all from what I heard yesterday) is that the value capture in an AI-powered software industry will come from this layer on top of the frontier labs where the context and the runtime are the product, along with HW-SW co-design.
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etc. Rationale discussed below.
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