2 Matching Annotations
  1. Last 7 days
    1. The model is fungible underneath; the system of work is not. The next generation of enterprise software is going to be built off the road.

      大多数人认为底层AI模型是企业的核心竞争力,模型越好产品越强。但作者认为模型是可替代的,而'工作系统'才是真正的护城河。下一代企业软件将建立在'黄砖路'之外,专注于特定行业的工作流程、数据捕获和治理。这些系统拥有端到端的工作流程所有权,这是大模型实验室无法轻易复制的优势。

  2. Apr 2026
    1. It's also worth noting that a lot of the things that would traditionally lock a company like Figma in stop working as well in an agent-first world.

      作者挑战了传统SaaS护城河的概念,指出在AI代理主导的世界中,多人协作、插件生态系统等传统优势变得不再重要。这一洞见揭示了AI将如何重构软件竞争格局,使传统SaaS公司的护城河失效。