14|AI时代最值钱的不是用户，是「能收上钱」的能力

本节目含人工智能生成内容。2026年的AI大模型战场，正在经历一场静悄悄的革命。Anthropic月活只有ChatGPT的零头，却在全球收入占比上反超OpenAI；中国模型占据OpenRouter前十六个席位，但每一家都在烧钱换规模；字节每天砸5亿做AI，马化腾却说自己"还坐不下去"。这背后的逻辑是什么？谁在裸泳，谁已经挖好了护城河？本期用芒格的多元思维模型，拆解AI大模型竞争的四个维度：算法、生态、利润、人才——以及那些听起来很性感、实际上不堪一击的"伪护城河"。最后用逆向思考法，列出AI公司最常见的四种死法。在小宇宙查看该单集文稿

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14|AI时代最值钱的不是用户，是「能收上钱」的能力

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