在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆，垂直行业SaaS（如Veeva的生命科学、Guidewire的保险）凭借其独特的数据壁垒和行业know-how，抗风险能力更强，可能比通用型CRM更安全。
As a data scientist, I’ve been frustrated that there haven’t been any impactful new Python data science tools released in the past few years other than polars. Unsurprisingly, research into AI and LLMs has subsumed traditional DS research, where developments such as text embeddings have had extremely valuable gains for typical data science natural language processing tasks. The traditional machine learning algorithms are still valuable, but no one has invented Gradient Boosted Decision Trees 2: Electric Boogaloo. Additionally, as a data scientist in San Francisco I am legally required to use a MacBook, but there haven’t been data science utilities that actually use the GPU in an Apple Silicon MacBook as they don’t support its Metal API; data science tooling is exclusively in CUDA for NVIDIA GPUs. What if agents could now port these algorithms to a) run on Rust with Python bindings for its speed benefits and b) run on GPUs without complex dependencies?
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这种“去中心化”的供应链布局，或也可能成为解决区域发展不平衡的有效路径。，更多细节参见Line官方版本下载
从长远来看，AI 将重塑软件行业格局。摩根大通和杰富瑞的分析显示，大约 33% 的公司将成为赢家，33% 可能违约，其余成为“僵尸企业”。，详情可参考爱思助手下载最新版本
习近平同志在地方工作时的两个故事，至今仍给人以深刻启迪——