EPISODE · Jun 3, 2024 · 35 MIN
EP.13 AI吃掉软件，能源吃掉AI(上）
from The Wanderers 流浪者
【本期背景】AI super cycle正在发生，对各行各业带来深刻的影响。上半期我们关注软件行业，行业里AI is eating the software的预判已经快一年，在最近的季报业绩中怎么体现，出现了哪些赢家和输家，未来是否会发生更大的演变？下半期正在剪辑，我们继续讨论了AI最大的bottleneck – 能源电力的行业背景、供需变化以及投资逻辑。【时间索引】01:35SaaS软件历史高估值的背景05:46需求还不明显，钱花到哪里了07:13估值setup和宏观变化的不利因素08:33大客户的软件采购budget被AI影响12:47SaaS公司的AI功能和具体进展17:12上一代的软件loser咸鱼翻身20:06尴尬的基础软件公司21:37范式转移: the end of software?30:19toC软件不同的逻辑--------本播客所有言论仅代表个人观点和对当下事件的学习观察，且不构成任何投资建议在小宇宙查看该单集文稿
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EP.13 AI吃掉软件，能源吃掉AI(上）
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