对于大模型公司而言，无论是面向C端的订阅付费，还是面向B端的API调用与定制解决方案，增长曲线都已显露疲态，C端市场付费天花板触手可及，用户忠诚度薄如蝉翼，现在别说付费了，豆包、元宝、千问哪个不是发红包、发福利，开启“撒币”模式求着大家用。
Mega: $120/month
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市场担心这种过度建设的现状，最终将导致AI算力过剩，届时整个行业的单位经济学将彻底崩塌，而这一危机，首当其冲影响的就是上游硬件龙头英伟达。