“Agent经济学”能否成立，2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银，而非仅仅将其视为“效率工具”或“成本中心”，那么中下游企业的估值修复将带来巨大的投资机会。反之，如果AI Agent始终停留在“试点项目”阶段，无法实现商业化落地，上游硬件股的估值压缩将远未结束。
Claude is clearly new to all this, as it managed to get all the way through its essay without reminding readers to subscribe and spread the word. Will the next retiring Claude get its own podcast? Time will tell, but either is decidedly preferable to the ever-evolving technology being used to steal people’s data.
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gitgres is a neat hack right now, but if open source hosting keeps moving toward federation and decentralization, with ForgeFed, Forgejo’s federation work, and more people running small instances for their communities, the operational simplicity of a single-Postgres deployment matters more than raw storage efficiency. Getting from a handful of large forges to a lot of small ones probably depends on a forge you can stand up with docker compose up and back up with pg_dump, and that’s a lot easier when there’s no filesystem of bare repos to manage alongside the database.，详情可参考夫子