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。
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Since I started using a treadmill at my desk, I’m addicted to walking. The inexpensive treadmill I have now overheats despite a cooling fan we added over the motor, an additional external fan, frequent dusting, and copious amounts of lubrication.
我会把这邀请转发给朝新，相信他也会和我一样地回复：好，咱们约定！