EPISODE · Mar 31, 2026 · 48 MIN
EP40 | AI 是泡沫還是你的新同事？Agentic AI 如何改寫科技股前瞻
from 矽谷咖啡館 Silicon Cafe · host 熊與法蘭克與安豬
2026 年一開春，相信大家打開證券帳戶的心情都很沈重。Mag 7 領跌、Capex 支出像無底洞一樣往裡燒，市場上每個人都在問：AI 泡沫真的要破了嗎？但如果你只看見股價跌，那你就看錯重點了。大廠幾千億美金砸下去，不是為了做一個只會寫詩的機器人，而是為了催生那個能真正替企業省下人力、具備執行力的 Agent。如果 AI 只能對話，那它確實撐不起現在的估值；但如果 AI 能進化成獨立工作的 Agent，它就是未來的生產力引擎。究竟在這場狂潮下，哪些公司只是在亂撒幣，而誰又能靠著 Harness（控制系統） 拿走最後的紅利？今天我們不只聊泡沫，我們要聊聊這場賽局的『生存法則』。
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EP40 | AI 是泡沫還是你的新同事？Agentic AI 如何改寫科技股前瞻
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This episode was published on March 31, 2026.
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