更值得关注的，是Anthropic这一个月干了什么。它发布了Claude Cowork——一个能直接接入企业Google Drive、邮件、合同系统的AI Agent，帮财务建模、帮法务审合同、帮HR写招聘材料。消息出来之后，Salesforce、ServiceNow、Intuit这些传统企业软件公司的股价集体大跌。市场在用股价说一件事：如果AI能直接完成这些工作，那些靠卖软件席位赚钱的公司，商业模式的地基开始松动了。
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Фото: Игорь Иванко / Коммерсантъ
OpenAI CEO Sam Altman told his employees on Friday that the ChatGPT maker will draw the same red lines as Anthropic, according to an internal memo seen by Axios. He told CNBC on the same day that he doesn't "personally think the Pentagon should be threatening DPA against these companies."