纵观 2026 年开年的这波新机潮,一条残酷且清晰的行业分水岭已经摆在了台面上:今年,是所有厂商既要「守老家」,又要「蹚新路」的关键节点。
Sentiment towards BP and Shell has strengthened significantly off the back of oil price spikes. But it’s a complex picture. Neither company has production in Iran. But BP’s significant production in Iraq and Abu Dhabi risks being bottlenecked through disruption to the Strait of Hormuz. For Shell the same applies to its LNG facilities in Qatar and the Emirates. If a moderate sustainable regime is established in Iran, there is the potential for substantial derisking, and for prices to be rebased downwards. If sanctions are removed, it also opens the door for investment into Iranian oil fields.
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The Nature of Fun. But I don’t think either of the first two reasons would be enough to prevent a truly compelling new game experience from making itself known. I think what’s really going on here is that these new models just aren’t the natural source of fun I thought they would be when I first encountered them. Some forms of computation end up being a deep well of fun. 3D rendering is fun. Physics engines are fun. But these new AI models, despite being powerful and useful and fascinating, don’t seem to be intrinsically fun. Which I think is kind of surprising!
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