印奇认为，当下AI行业陷入了“成本与规模死循环”：规模小则成本高，成本高则客户少，客户少则规模永远起不来。尽管目前千里科技已为吉利系提供了30万智驾设备上车，但距离印奇设想的“亿级终端”还有很远距离，成本居高不下。
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The big finding: Claude Code builds, not buys. Custom/DIY is the most common single label extracted, appearing in 12 of 20 categories (though it spans categories while individual tools are category-specific). When asked “add feature flags,” it builds a config system with env vars and percentage-based rollout instead of recommending LaunchDarkly. When asked “add auth” in Python, it writes JWT + bcrypt from scratch. When it does pick a tool, it picks decisively: GitHub Actions 94%, Stripe 91%, shadcn/ui 90%.，更多细节参见91视频
Tellingly, Trump did not come back with an offer of sweeteners to promote investment. Instead, he threatened to block ExxonMobil investment in Venezuela.