把 Grok Bot 模板市场比作黄仁勋「AI 是整栈」论的最上层
作者引用黄仁勋「AI 不是模型而是技术栈」的说法，认为角色化 bot 模板层尚未被巨头占据，是抢位窗口，目前已有 69 个 bot。
"AI is not a model. AI is a whole stack of technologies." - Jensen Huang, in Taiwan last week with Lex Fridman. the sentence is the bottom-up version of the thesis in my land grab article. Jensen frames the stack from the compute end: a few trillion dollars of compute, hundreds of billions per company, Taiwan as the physical bottleneck. the Grok Bot Template Marketplace is the top of that same stack. role-based bots that package a workflow and sell it ready-to-use. compute at the bottom. templates at the top. everything else is the layers nobody fully owns yet. if Jensen is right that AI is a whole stack and leadership is happening in different places up and down it, the template layer is the one that's still unclaimed by a top 100. that's the land grab window. 69 bots deep today. the full math and the 5 templates to ship this week: 👇 https://x.com/roxitsu/status/2109599645022191649?s=46
这条是引用着另一条写的：x.com/roxitsu/status/2109599645022191649