OAI 1月份toB收入增加1b，Claude也气势如虹，市场担心他们把公司软件支出都吃掉
其实他们不是来替代软件的
AI竞争的对象恰恰是“智能”，其次才是“辅助智能工具”（软件）。而软件中展现“容器”（比如excel等）依旧必要。这轮有些公司被错杀了
但，智能～就是人。AI toB收入吃掉的是诸君的工作岗位

软件、主件的大科技逢跌买起来。走过这段，让常识回归。

袁起Hashman

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OAI's B2B revenue increased by 1 billion in January, and Claude is also performing exceptionally well. The market is worried that they will eat up all of the company's software spending.

Actually, they are not here to replace software. AI's competition is precisely with "intelligence," and only secondarily with "assistive intelligent tools" (software). The "containers" (such as Excel) within software remain essential. Some companies have been unfairly punished in this round.

But intelligence—is ultimately about people. AI B2B revenue is eating up your jobs.

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Original article | Odaily Odaily(@OdailyChina)
Author｜Azuma (@azuma_eth)
In 2014, CZ, who had only been exposed to the concept of cryptocurrency for a year, made the most daring investment of his life—selling his apartment in Shanghai and "All In" on about 1,500 BTC for a three-figure price. Twelve years later, if CZ had never sold, this investment would have brought in a substantial profit of hundreds of millions of dollars (peak return of about $189 million).
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