► 文 观察者网心智观察所在过去一年里,全球 AI 软件领域出现了一种颇具象征意义的分化:一边是 Salesforce 这样的标准化订阅制 SaaS 巨头,持续推出 AI 功能,却面临收入增速放缓、资本市场反应平淡;另一边则是 Palantir——一家起家于政府与情报系统、长期以“定制化”“重交付”著称的公司,却在 AI 应用浪潮中实现收入加速与股价重估。这一对比背后,隐藏的是一个更深层的变化:...
Source Link► 文 观察者网心智观察所在过去一年里,全球 AI 软件领域出现了一种颇具象征意义的分化:一边是 Salesforce 这样的标准化订阅制 SaaS 巨头,持续推出 AI 功能,却面临收入增速放缓、资本市场反应平淡;另一边则是 Palantir——一家起家于政府与情报系统、长期以“定制化”“重交付”著称的公司,却在 AI 应用浪潮中实现收入加速与股价重估。这一对比背后,隐藏的是一个更深层的变化:...
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