Фото: Антон Новодережкин / ТАСС
Платон Щукин (Редактор отдела «Экономика»)
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We learned last year that Block had developed an AI agent called "codename goose" for interacting with LLMs. Leadership is clearly putting high expectations on that project and any other in-house tools to fill the shoes of thousands. "intelligence will be at the core of how the entire company works. How we make decisions, how we build trust and manage risk, how we build products, and how we serve customers," the shareholder letter states.
We see you, Amazon. You couldn't let Best Buy have its moment to shine? You couldn't sit back and watch another retailer get all the glory? You had to go and match the price cut on the Samsung 85-inch Class Q8F QLED 4K TV, didn't you?
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。