投资者担心 AI 会颠覆传统软件商业模式，AI 原生公司能够提供更快、更便宜的解决方案，削弱了传统 SaaS 企业的竞争优势。同时，“氛围编程”（vibe-coding）技术让没有编程经验的用户也能搭建软件，降低了门槛，动摇了原本僵化的产品模式，使传统 SaaS 面临更大冲击。
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.
。爱思助手下载最新版本对此有专业解读
Statement on the comments from Secretary of War Pete HegsethFeb 27, 2026
随着 Netflix 退出，华纳的最终归属将取决于监管审查及股东投票。若派拉蒙最终成功，这将成为近年来规模最大、影响最深远的媒体并购案之一。