Вашингтон Кэпиталз
如果说腾讯吃到的是入口重估，那么另一批更直接的受益者，就是独立模型厂商。
，这一点在新收录的资料中也有详细论述
Vosoritide的成功，再次向外界证明了罕见病赛道的巨大潜力：ACH看似是罕见病，但明确的致病机制、典型的临床表现，叠加数万级的患者基数和迫切、长期的治疗需求，使其成为了一个极具开发价值的 “不罕见” 罕见病市场。
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If you want to understand the real economics of AI inference, don't take API prices at face value. Look at what competitive open-weight model providers charge on OpenRouter. That's a much closer proxy for what it actually costs to run these models - and it's a fraction of what the frontier labs charge.