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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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Such a public battle could have left everyone involved bruised. But investors seem to have decided that no one lost, rewarding all three companies. Least surprising was the 12% leap in Netflix’s stock price on news of the deal. Wall Street had thought all along that WBD was an overpriced acquisition. (Netflix would have paid $83 billion to WBD.) Investors were glad to see the streamer put aside its ambition of owning the traditional Hollywood studio. As for WBD itself, investors clearly felt Paramount was paying a decent price for the entire company. On news of the deal, WBD stock barely budged; it was almost exactly where it had been in December when the whole fray began.，详情可参考WPS下载最新地址