Jony Ive
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【Deep Analysis】Gemini 3 Counterattack (Part 2): From Digital Brain to Physical AI (PAI) — The Jedi Counterattack of OpenAI and Nvidia
Prologue: Breaking Out of the “Brain in a Vat” Dilemma In the previous article, we analyzed how Google used the vertical integration of TPUs and the cost advantage of Gemini 3 to besiege OpenAI on the “cloud pure software” battlefield. If the future of AI is merely generating text, images, or writing code, then OpenAI will be extremely passive in this price cutthroat war. However, another revolution in Silicon Valley is quietly happening. Current LLMs (Large Language Models) are essentially “Brains in a Vat”. They are trapped in server rooms, talking to the world through APIs, but are always subject to the terminal high walls built by Google (Android) and Apple (iOS).
