The technical sophistication of AI models continues advancing rapidly, with implications for optimization strategies. Future models will better understand nuance, maintain longer context, cross-reference information more effectively, and potentially access real-time data more seamlessly. These improvements might make some current optimization tactics less important while creating new opportunities for differentiation.
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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。”