There were a few faults in the 4732's stars. First, IBM had made the decision to
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Following the president's Friday afternoon announcement, OpenAI CEO Sam Altman appeared on CNBC and voiced support for Anthropic. "For all the differences I have with Anthropic, I mostly trust them as a company and I think they really do care about safety, and I’ve been happy that they’ve been supporting our war fighters," Altman said, according to a clip of the appearance posted to X.
更值得关注的，是Anthropic这一个月干了什么。它发布了Claude Cowork——一个能直接接入企业Google Drive、邮件、合同系统的AI Agent，帮财务建模、帮法务审合同、帮HR写招聘材料。消息出来之后，Salesforce、ServiceNow、Intuit这些传统企业软件公司的股价集体大跌。市场在用股价说一件事：如果AI能直接完成这些工作，那些靠卖软件席位赚钱的公司，商业模式的地基开始松动了。