高盛研究分析师Matthew Martino在其报告中写道，“近期软件股的抛售反映的是投资者情绪的快速转变，而非基本面的突然恶化。令人担忧的是，如果AI代理成为执行工作的主要界面，传统平台可能会沦为被动的数据存储设备。这可能会削弱它们的定价权和战略相关性。”
Anthropic 的杀手锏，恰恰最难蒸馏
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Apple will offer the F1 TV feed as the main broadcast alongside the Sky Sports feed for all races. If you’ll recall, ESPN used to show the Sky Sports feed with Sky’s commentary team for its coverage of F1. Apple says it’ll broadcast every grand prix in 4K (Dolby Vision) with 5.1 audio (no mention of Dolby Atmos).