从第一性原理看 AI：所有趋势拆到底，都是算力够不够多、够不够好

First principles on AI: every trend, traced to its root, is about whether there's enough compute — and whether it's good enough

三条需求曲线、一条成本下降线，以及为什么算力是新石油

Three demand curves, one deflation trend, and why compute is the new oil