为什么资本追逐 AI Native,不再理睬互联网老登

BitPush
Aug 18

资本不奖励守旧,不是因为守旧的人有错。是守旧的部分已经明码标价,没有信息差,也就没有超额收益。 2026 年上半年,全球风险投资 5100 亿美元,一个半年超过了 2025 全年的 4400 亿。七成以上进了 AI,OpenAI 和 Anthropic 两家拿走 2170 亿,占 43%。 钱多到这个份上,你会以为人人都能分一点。事实是分配比总量更极端,而且第一道筛子不筛行业,筛人。 被筛掉的那...

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