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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The primary signal is desiredSize on the controller. It can be positive (wants data), zero (at capacity), negative (over capacity), or null (closed). Producers are supposed to check this value and stop enqueueing when it's not positive. But there's nothing enforcing this: controller.enqueue() always succeeds, even when desiredSize is deeply negative.
Map Release Schedule: The intensive preprocessing required to generate all these routing profiles for the entire planet takes about 2-3 days. This means new map updates are now typically released around the 5th of each month, instead of the 2nd.