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And the fear factor is real in assessing the risk scenario and the debt the companies are taking on in issuing bonds. There’s economic debt versus balance-sheet debt to contend with, the shift from an asset-light model to an asset-heavy model, and the risk that this surge in spending won’t translate into revenues—or they won’t translate into revenues fast enough. The stock market appears to be moving on a hair-trigger any time there’s a spark of AI-related news, which means every quarter is a bit of a guessing game in terms of how stocks will respond.
，详情可参考新收录的资料
GLM 看到任务书之后会表现出一种很「兴奋」的态度，表示「哦，原来可以这样做！」然后 GLM 又能跑一段了。跑一会儿，又哭了。我再把新的问题陈述扔给 NotebookLM……
...a million lines...