更关键的是，它们通过“资本闭环”深度绑定下游订单：英伟达投资OpenAI并获得长期采购承诺，台积电则凭借先进制程的垄断优势，锁定了所有主流AI芯片客户。
A better streams API is possible
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Think about how you'd search a large room for a lost key. You wouldn't examine every square inch sequentially. You'd split the room into sections (by the couch, near the door, under the table) and rule out entire sections at a glance. "I didn't go near the kitchen, so skip that."
想要真正翻盘，要么在现有管线里加速孵化出能扛起营收的爆款，要么彻底打破 “生长激素依赖症”，在新领域找到突破口。
Transforms can be stateless or stateful. A stateless transform is just a function that takes chunks and returns transformed chunks: