---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42648414.md"
description: "Value will shift downstream in AI, for example to cloud computing, model companies, and application companies (the latter two are also in a game of chess). I think it's inevitable in the long term, but in the short term, it's still not clear enough.— Strongly agree"
datetime: "2026-07-14T09:42:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42648414.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42648414.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42648414.md)
author: "[人送外号川渝美食家](https://longbridge.com/en/profiles/3434434.md)"
---

# Value will shift downstream in AI, for example to …


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