万亿美金蒸发！AI 不再是工具，而是“大厨”：Salesforce 的噩梦 скачать в хорошем качестве

万亿美金蒸发！AI 不再是工具，而是“大厨”：Salesforce 的噩梦

AI 泡沫破裂了？不，华尔街现在恐惧的恰恰相反——AI 真的“太行”了。软件巨头市值一夜蒸发万亿美金，这不再是简单的市场回调，而是“自主知识工作”对传统 SaaS 模式的降维打击。本期视频，我参考 Alex Kantrowitz 的深度访谈，带你剖析为什么 Salesforce 和 Adobe 正在从“必需品”变成“中间商”，以及在“大厨”AI 面前，我们手里的旧“厨具”还值多少钱？ Is the AI bubble bursting? No, Wall Street is terrified of the exact opposite—AI is actually "too good." With a trillion dollars wiped off software giants overnight, this isn't just a market correction; it's a paradigm shift caused by "Autonomous Knowledge Work." In this video, referencing a deep dive by Alex Kantrowitz, we analyze why SaaS leaders like Salesforce and Adobe are turning from essentials into "middlemen," and ask: what is our old "kitchenware" worth when AI becomes the "Master Chef"? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📄 核心内容 & 关键词 | Key Content & Keywords: 自主知识工作 (Autonomous Knowledge Work): 我们深入探讨了为何 AI 不再是辅助工具 (Copilot)，而是直接接管核心工作流的执行者，这对依赖复杂界面的软件公司构成了致命威胁。 We explore why AI is no longer just a Copilot but an executor taking over core workflows, posing a lethal threat to software companies relying on complex user interfaces. 大厨理论 (The Chef Metaphor): 为什么 Salesforce 和 Adobe 像昂贵的“厨具”，而 AI 是直接端菜的“大厨”？我们解析了这背后的去中介化逻辑。 Why are Salesforce and Adobe like expensive "kitchenware" while AI is the "Chef" serving the dish directly? We break down the logic of de-intermediation. 氛围编码 (Vibe Coding): 结合 CNBC 的实验，展示 AI Agent 如何通过自然语言自动生成应用并执行任务，让传统项目管理软件变得“多余”。 Using the CNBC experiment, we show how AI Agents generate apps and execute tasks via natural language, rendering traditional project management software "redundant." 信任护城河 (The Moat of Trust): 尽管面临颠覆，传统巨头依然掌握着合规性、安全性和数据积累这 90% 的价值，它们将如何防御？ Despite the disruption, incumbents still hold 90% of the value in compliance, security, and data. How will they defend their territory? ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔔 订阅并加入我的会员 | Subscribe & Join my membership! 你认为 Salesforce 等软件巨头会被 AI 彻底取代，还是会进化共存？在评论区分享你的看法！ Do you think software giants like Salesforce will be replaced by AI, or will they evolve to coexist? Share your thoughts in the comments below! 如果你喜欢本期内容，请不要忘记点赞、分享，并【订阅】我的频道，开启小铃铛，第一时间获取关于前沿科技的深度解析。 If you enjoyed this video, please like, share, and SUBSCRIBE for more deep dives into our technological future. 👉 支持我持续创作 | Support My Work: 加入我的会员频道，提前观看视频并获得专属福利！ Join my channel membership to get early access to videos and exclusive perks!    / @wow.insight   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 参考来源：   • Software In Shambles, OpenAI vs. Anthropic...   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #SaaS #AIAgent #Salesforce #Adobe #AutonomousKnowledgeWork #AI #FutureofWork #StockMarket #VibeCoding #Anthropic #Claude #人工智能 #自主代理 #软件股 #华尔街 #科技股 #商业思维 #深度解析