1. 中国经济金融展望报告, pic.bankofchina.com/bocappd/rar…
The Department of War has stated they will only contract with AI companies who accede to “any lawful use” and remove safeguards in the cases mentioned above. They have threatened to remove us from their systems if we maintain these safeguards; they have also threatened to designate us a “supply chain risk”—a label reserved for US adversaries, never before applied to an American company—and to invoke the Defense Production Act to force the safeguards’ removal. These latter two threats are inherently contradictory: one labels us a security risk; the other labels Claude as essential to national security.
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而要解开这一矛盾，我们需先拆解AI产业链的三层架构，看清各环节的价值逻辑与生存现状。
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