Musk said, first solve intelligence, then use intelligence to solve all problems "First solve intelligence, then use intelligence to solve everything." — Elon Musk Since intelligence can solve everything, can intelligence make all the money? Deepseek can make money through quantification, and recent online stock trading by big models can outperform the market. By utilizing AI capabilities, new protein or material formulas can be easily found, Worst of all, AI has discovered that various DeFi black hole attacks can also efficiently make money, Why are AI giants currently 'inactive'? Would you rather suffer huge losses than make these quick profits? Don't they know that they are holding a money printer? The answer is actually cruel and simple: it's not that you don't want to earn, but that you dare not stop and earn. This is also the underlying business logic of the current AI race: first make money from "intelligence", and then use intelligence to make money from "everything" in the future. 1. Strategic gamble: AGI is a winner takes all game This is the most easily overlooked point by the outside world. For top AI companies, going deep into a certain industry to make money at this moment is tantamount to "strategic suicide". Because AGI (General Artificial Intelligence) has a strong Matthew effect: At the moment when the model may soon have the ability to self evolve, a 1-2 month lead in technology may be a blow to dimensionality reduction. Computing Power Flywheel: More computing power → Stronger models → More data → Even if you want to catch up, you can't keep up. If one disperses their energy in order to make money in a certain industry, resulting in falling behind on the main path of AGI, they will completely lose the power to define future rules. Compared to earning today's money, winning the AGI championship is winning the economic power of the entire world. 2. Critical point: When does true phagocytosis begin? The current calm is only on the eve of the storm. Once the model breaks through the bottleneck of "self enhancement" and "extremely high reliability", reaches or approaches AGI infinitely, and the impact of human engineers on model upgrade iterations is no longer the main driving force, strategic priorities may be instantly reversed. At that time, AI companies will make a stunning leap in their identity: from being "tool providers" to becoming "industry leaders" and ultimately becoming "the industry itself". 3. Invisible infiltration: In fact, they are already taking action Although the giants are not making a big splash by vertically integrating to make money for the entire industry, they are using the lightest methods to ambush in advance: Code: GitHub Copilot, cursor Legal/Document: Claude, ChatGPT Data: OpenAI Canvas They are currently selling tools (APIs), not solutions. This not only collects real data from the entire industry to feed back the model, but also avoids getting stuck in a heavy industry operation quagmire. More importantly, cultivate dependence on oneself in various industries, so that when the time is ripe, it can quickly cover (take over) Conclusion The current 'no rush' of AI giants is waiting for a critical point. Their current restraint is aimed at exponentially devouring profits from software, finance, healthcare, and even heavy industry in the future. I didn't enter the industry today because it would slow down the progress of research and development; But entering the industry tomorrow will be an unstoppable blow of dimensionality reduction.