看了 Sam 的雄文，和小扎比起来，Sam Altman 就像个 loser…这人怎么这么恶心啊…
各种投资经典中告诉我们护城河有规模效应，成本优势，网络效应，专利等等，但好像我没读过一本书提到了国家实力在跨国企业护城河中起到的决定性的作用，也很少读到诸如 ibm，tsm，msft，google，aapl 包括未来的 openAI 的个股分析中，提及了以国家安全名义下的构建的所谓护城河，但恰恰这个因素可能是决定性因素之一。
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