《"Ban Super-Intelligence" Is a TRAP (Here's Who Actually Wins) 🚨》
MSFT 是核心长期持仓；其规模带来强大的竞争护城河，并凭借现有的企业级分销渠道，使其成为 AI 基础设施领域的赢家。
届时增长可能会放缓，而与此同时，Microsoft、Amazon、Meta、Oracle 和 SpaceX 等科技巨头正在人工智能基础设施上投入巨额资金。
Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.
如果你看看我最主要的投资资产，你会发现它们通常是 Microsoft、Google 和 Amazon。这些巨头是我已经把大部分资金投入其中的公司。原因是，我觉得它们规模越大，其竞争护城河就越难以攻破、越难以被穿透。
if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .
The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.