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英伟达的当前困境：从“Token经济学”到“Agent经济学”的叙事危机英伟达的市值能在短短两三年时间里从3000亿美元飙升至3万亿美元，所依赖的核心叙事逻辑就是“Token经济学”：随着大模型参数爆炸式增长，推理成本将呈指数级上升，算力需求将永无止境。
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A couple of days later, an itchy, spotty rash appears.
The trade-off is performance. Every syscall goes through user-space interception, which adds overhead. I/O-heavy workloads feel this the most. For short-lived code execution like scripts and tests, it is usually fine, but for sustained high-throughput I/O, it can matter.