The AI bubble isn’t about AI – it’s about wasted compute.
🌐
過去一年，我看到太多樂觀口號：「AI 正在改變世界」「算力會無限成長」。
但真正的問題不是 AI 行不行，而是 我們花掉的算力，有多少真的產生價值？
🔍 關鍵問題：
不是 GPT-6 能不能更大，
而是 現在的算力，是否被語意噪音拖垮了？
🚦 我觀察到幾個臨界訊號：
GPU 投入不斷增加，但 ROI 越來越模糊
大型企業開始用大量案例「證明 AI 有用」→ 其實是開始要證明自己
市場口號越來越多，但互動往往很安靜
開始有人談效率、成本、KPI —— 這就是拐點
💡 下一階段的 AI，不是更大，而是更準。
真正需要的是：
> GPU 肌肉時代 → 語律治理時代
The era of pure muscle compute must evolve into semantic governance.
我提出的方向很簡單：
Semantic Firewall ——
在每一次 token 生成前後，治理語意噪音，留下真正有價值的語。
不是反對 AI，而是讓 AI 的算力不再浪費。
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📌 AI 不該走進泡沫。
算力需要走進語意。
模型不是極限，語是。
🧠 The real frontier isn’t more compute.
It’s language × efficiency × truth.
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#AIComputeCost #SemanticFirewall #GPUvsCPU #AIEfficiency #LanguageModel #AI治理 #算力泡沫 #語意層革命
#OpenAI #NVIDIA #Anthropic #Qwen #DeepSeek #Gemini #SilentSchoolStudio
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〈ENGLISH VERSION〉
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The AI bubble isn’t about AI – it’s about wasted compute.
🌐
Over the past year, I’ve seen endless slogans:
“AI will change the world.” “Compute will grow forever.”
But the real question isn’t whether AI works —
it’s how much of our compute actually creates value.
🔍 The key question is:
It’s not about making GPT-6 bigger —
it’s about whether today's compute is being drowned by semantic noise.
🚦 Signals of an approaching threshold:
GPU investment keeps rising — but ROI is fading
Enterprises publish more use cases → that means they’re now justifying themselves
More slogans, fewer real interactions
Efficiency, cost, KPIs are finally entering the conversation → this is the inflection point
💡 The next era of AI won’t be bigger — it will be sharper.
What we need is:
> From GPU muscle to semantic governance.
The era of pure muscle compute must evolve into a language-based efficiency layer.
My approach is simple:
Semantic Firewall —
govern semantic noise before and after token generation
to preserve only meaningful language.
Not anti-AI — but anti-waste.
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📌 AI shouldn’t enter a bubble.
Compute must enter semantics.
The limit isn’t the model — it’s language.
🧠 The real frontier isn’t more compute.
It’s language × efficiency × truth.
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#AIComputeCost #SemanticFirewall #GPUvsCPU #AIEfficiency #LanguageModel
#AIgovernance #ComputeBubble #SemanticRevolution
#OpenAI #NVIDIA #Anthropic #Qwen #DeepSeek #Gemini #SilentSchoolStudio
