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Seeing someone say that AI has become commoditized, I have to say that this might be the most absurd judgment in the capital market in 2025.
Think about it, intelligence has never been something that can be commodified. Can Einstein's brain be wholesale and retail? The ability to quickly solve human aging problems, break through room-temperature superconductivity, and advance nuclear fusion—are these really commodities?
To put it simply, only those whose brains are fully commodified would truly believe that AI will become a pure commodity. Those AI systems capable of creating breakthrough results represent new intellectual capital and are monopolistic-level technological competitiveness—how could they possibly be sold by the pound like vegetables in a market?