上游“卖铲子”的企业赚得盆满钵满，资本却在用脚投票。这背后的矛盾，正是当前AI产业链最核心的“认知裂缝”：淘金工具的热销，并未打消市场对“金矿是否存在”的深层疑虑。
In Burgi's view the situation is likely temporary – but that does not mean it will be short-lived.
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Digest: sha256:5638b6581830be13c9ae418c5d1587f36c7f99b3860326fa7b163bef70236438，这一点在91视频中也有详细论述
1,000+ founders and investors come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately，更多细节参见服务器推荐