得益于去年以来的开源策略，杨植麟在去年底的内部信中提到，过去一年，Kimi海外及国内付费用户数的月环比增长超过170%，海外大模型API收入较9-11月实现4倍增长。
再比如“海富通先进制造A”，原本重仓的是派能科技等新能源制造企业，结果在AI狂潮中，净值走势也跟新能源彻底脱钩，直接跟AI板块高度绑定。
。whatsapp 网页版对此有专业解读
Not being tied to specific set of data types makes it reasonable to define your own, such as a distinction between “dollars” and “integers.”，这一点在谷歌中也有详细论述
Log ingestion is the hard problem. Everyone focuses on the AI/diagnosis part, but the bottleneck is actually getting billions of log lines indexed and searchable fast enough to be useful in real time. If your agent can't search logs in seconds, it can't diagnose anything before the engineer has already context-switched to investigate manually.
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