行业精选
应用层 AI 公司的 Katamari 策略：做大才能养得起领域模型
精选理由
一条推文讲透了应用层 AI 公司什么时候该自己训模型：先滚大，找准领域，用真需求摊销成本。
Sarah 的推文用游戏 Katamari（滚雪球）比喻应用层 AI 公司的生存策略。她认为公司要先积累规模，规模大了才知道哪些能力真正值得投入训练。有了足够体量后，公司才能在自己所在的垂直领域训得起、赢得下，并用即时的需求来摊销训练投入。
原文 · Sarah Guo
a lot of applied AI companies were playing katamari - get big enough that you know which capabilities are actually worth improving, can afford to train (and win) win your domain, and have immediate demand against which to amortize that investment
