1万亿美元蒸发背后:垂直软件的护城河,正在被大模型重写

华尔街见闻
Feb 18

LLM正在系统性地拆除垂直软件过去赖以生存的护城河,以前靠“软件难用”和“流程复杂”赚取高昂溢价的日子结束了,市场正在经历一场残酷的价值重估。Fintool 创始人 Nicolas Bustamante 最近在 X 平台上发了一篇“杀人诛心”的深度长文,直接点破了最近软件股万亿市值蒸发背后的残酷真相。作为一位曾经打造过欧洲最大法律科技平台(Doctrine)、现在又投身 AI 金融(Fintool...

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