AI产业链的三层架构：从“卖铲子”到“淘金客”的价值传导要理解上游企业业绩与股价的诡异背离，就需要回到AI产业链的三层架构——一个形象的“淘金热”比喻，能清晰拆解各环节的价值逻辑与生存现状，进而找到这一矛盾的根源。
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As of publication, the letter has over 450 signatures, almost 400 of which come from Google employees and the rest from OpenAI. Currently, roughly 50 percent of all participants have chosen to attach their names to the cause, with the rest remaining anonymous. All are verified as current employees of these companies. The original organizers of the letter aren’t Google or OpenAI employees; they say are unaffiliated with any AI company, political party or advocacy group.