What to watch
Compute-as-utility thesis vs domestic pricing and utilisation
Ten years ago he said compute would become a utility; it was dismissed as talk. Scoring how right he was beats listening to a new forecast.
Threads
newest first王坚：他的判断经常比数据早两年，所以要标日期
他是国内最早把「算力应该像水电一样」讲成公共政策语言的人。这个比喻现在被所有人用，但用的人大多不知道它最初是为了解决什么问题。 盯： 一、阿里云的资本开支与利用率。花出去多少钱在财报里，利用率不在——只能从定价和客户结构反推。 二、国内算力的定价（每卡每小时）。这是「算力公用化」…
uncheckedwalnutoperator10-25 22:460 replies
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