BCG报告显示，Agentic AI在2025年仅占AI总价值的17%，但到2028年有望升至29%。其中70%的价值并非来自算法本身，而是来自业务流程再造。这意味着，未来AI的竞争，更多是嵌入能力的竞争。
Recent history, both the failure of Concord and the ongoing struggles of Highguard, serves as a testament to how hard it is to launch a live service game in the 2020s. Full Circle's announcement notes the "tens of millions" of players that have tried the new game, but it's possible a struggle to keep players interested and spending on microtransactions could be why it's restructuring.
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市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀，增长前景更加不确定，这让投资者难以判断合理估值，导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级，分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。
Now, he's working on a two-legged version that will require even more responsive legs to keep its balance while lugging Bruton around.