The technical sophistication of AI models continues advancing rapidly, with implications for optimization strategies. Future models will better understand nuance, maintain longer context, cross-reference information more effectively, and potentially access real-time data more seamlessly. These improvements might make some current optimization tactics less important while creating new opportunities for differentiation.
医药股投资，拼的是研发实力和管线厚度，而不是靠一个噱头十足的新药概念，赌一场遥不可及的未来。
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Its imperfections, with one side longer than the others, stand it in contrast with today's mass-produced dice.
在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆，垂直行业SaaS（如Veeva的生命科学、Guidewire的保险）凭借其独特的数据壁垒和行业know-how，抗风险能力更强，可能比通用型CRM更安全。