Chubby♨️@kimmonismus · X贝索斯这12B融资最有趣的点不在金额，而在通过收购工厂获取真实制造数据来训练物理AI，这个数据护城河如果建成，后面玩家根本没法追。
杰夫·贝佐斯旗下AI公司Prometheus在成立仅7个月、尚无任何产品交付的情况下，以410亿美元估值完成120亿美元融资（最初估值62亿美元）。该公司定位为“人工通用工程师”，目标是将设计到制造的循环压缩10倍以上。但物理经济无法像互联网数据那样抓取，缺乏制造业训练数据。为此，Prometheus计划斥资1000亿美元收购传统工业企业，通过获取工厂生成的数据构建护城河。
Jeff Bezos raised $12B for Prometheus at a $41B valuation， seven months after launching it at $6.2B with no shipped product. The pitch is an "artificial general engineer" that compresses the design-to-build loop by 10x or more.
The problem is that the physical economy can't be scraped. There's no internet of manufacturing data to train on， which is exactly why the reported $100B vehicle to buy up legacy industrial companies is interesting. You don't find that data. You acquire the factories that generate it.
Could be an interesting moat.