任何租赁生意的核心都不是“单价”，而是“利用率”。如果利用率下降30%，回本周期可能就会翻倍。若叠加价格战，利润空间会进一步压缩。
Events over the last week have delivered a body blow to those hopes, starting with the bitter feud between the Pentagon and Anthropic. All parties agree that the existing contract between the two used to specify—at Anthropic's insistence—that the Department of Defense (which now tellingly refers to itself as the Department of War) won’t use Anthropic’s Claude AI models for autonomous weapons or mass surveillance of Americans. Now, the Pentagon wants to erase those red lines, and Anthropic’s refusal has not only resulted in the end of its contract, but also prompted Secretary of Defense Pete Hegseth to declare the company a supply-chain risk, a designation that prevents government agencies from doing business with Anthropic. Without getting into the weeds on contract provisions and the personal dynamics between Hegseth and Anthropic CEO Dario Amodei, the bottom line seems to be that the military is determined to resist any limitations on how it uses AI, at least within the bounds of legality—by its own definition.
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当地时间3月9日，伊朗专家会议确定新任伊朗最高领袖人选为穆杰塔巴·哈梅内伊。