"When an industry is being transformed by technology, the companies that built the old infrastructure are not always the ones that define the new one." trib.al/9CZOslC
Oct 24, 2026 · 2:13 PM UTC
2
1
7
2,178
@FastCompany Incumbents rarely lose for lack of technology; they lose because the old infrastructure is the revenue they can't bear to cannibalise.
0
0
0
5
@FastCompany 旧基建公司输掉新赛道，往往不是技术跟不上，而是旧业务太赚钱：数据中心、电力合同、渠道关系都绑在旧模式上，转向等于自己革自己的命。AI 基建这轮真正的变量不是谁先建，而是谁先把闲置算力、电力和客户需求拼成一张网——赢家通常不是最先动手的，而是最先把成本结构改过来的。
0
0
0
3