很认同。下游闭环才是关键。同样是基础设施，云计算就是个很好的例子。之所以亚马逊，腾讯，阿里做起了云业务，因为首先他们自己就是用云大户，自己有下游生态，就能顺便做其他人的生意。所以真正的竞争是杀手级的AI Agent应用
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