马斯克反复强调:“AI的极限,由电力决定。”白宫的一纸承诺,只是这场百年算力与能源大变局的序幕。真正的产业洗牌,才刚刚开始。
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这些动作指向同一个变化:平台被要求把收费、定价与规则从黑箱拉回可解释、可对账、可追责的框架。对OTA来说,这更像一次商业模式压力测试。交易规模趋稳后,增长从做大订单转向提高单位变现,但抽佣与各类附加收费很快触及供给侧现金流边界,于是平台收费模式的再定价不可避免。