AI Agent
如何颠覆
软件行业
全球软件股自2026年1月以来经历史上最惨烈的系统性抛售。本报告深度梳理来自 25个顶级机构、AI Lab、KOL 的核心论点， 从正反两方面剖析"SaaSpocalypse"的真实逻辑。
The app store concept is outdated; the future involves AI agents creating highly custom, ephemeral apps from AI-native sensors and actuators.
LLMs are transforming programming languages and software by enabling efficient code translation and rewriting, likely leading to large-scale redevelopment of existing software.
AI agents will lead to a paradigm shift where software is increasingly built for trillions of agents rather than just people, creating new opportunities and challenges in infrastructure.
LLM agent capabilities have caused a phase shift in software engineering, with most coding now done via agents, leading to significant changes in workflows and productivity.