“Agent经济学”能否成立,2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银,而非仅仅将其视为“效率工具”或“成本中心”,那么中下游企业的估值修复将带来巨大的投资机会。反之,如果AI Agent始终停留在“试点项目”阶段,无法实现商业化落地,上游硬件股的估值压缩将远未结束。
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“We’re already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company,” wrote Dorsey in announcing the layoffs Thursday. “And that’s accelerating rapidly.”
func process(c chan task) {