据《Variety》报道，Netflix 已正式放弃提高对华纳兄弟的收购报价，为这场持续数月的好莱坞并购战带来关键转折。
Frequent, contained public releases also work to their advantage. “I know for a lot of projects, they want to [do a] ‘we’ll release it when it’s done’ kind of thing,” said Mort. “We’ve found that releasing content builds hype, it gives players what they want, and perhaps most importantly, it serves as a proof of life and a fantastic recruitment tool.”
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这种规模的投资远超经济产出——这不是普通的预算问题，而是结构性回报难题。这就是AI基础设施的“投资悖论”：超大规模云服务商们陷入了典型的“囚徒困境”——没有人敢停止投资，因为担心失去竞争优势；但持续加码投资，又在不断摧毁股东价值。