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Kennedy is among the many social media influencers who have launched business models that are not dependent on the platforms—Instagram, TikTok—that fueled their rise. Influencers can fall into the trap of essentially being “Uber drivers for Instagram or TikTok,” says Sean Branagan, director of the Center for Digital Media Entrepreneurship at Syracuse University. “You’re waiting for the assignment and the money; you’re not in control of where your business is going.” Kennedy has monetized her social media following by creating an affinity group—rather than seeking mass appeal—and she “cares for, stimulates, and advances” her audience with her paid offerings, Branagan says. “What she has is a magic potion, and it’s about more than her face and name.”
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对于市场上对后续增长不确定性的担忧，公司管理层本次明确给出了 2027 年的 AI 业务展望：公司已经拥有 6 大 AI 核心客户（Google、Anthropic、Meta，OpenAI 等），2027 年合计算力需求接近 10GW，能带来超 1000 亿美元的 AI 收入。其中 Anthropic 的算力需求超 3GW，OpenAI 将量产首款 XPU（算力超 1GW）。
它揭示了在算力、数据、算法之外的第四重竞争：组织模式的竞争。