从近期软件公司披露的财报看，很多头部企业收入和盈利预期只是增长略有放缓，远不到行业见顶的程度。同时，这些企业也在强化自身的AI能力，基本面并不差。
But engineers want water in their pipes, not fish.
。91视频对此有专业解读
In November, just a few days before Thanksgiving, Anthropic released Claude Opus 4.5 and naturally my coworkers were curious if it was a significant improvement over Sonnet 4.5. It was very suspicious that Anthropic released Opus 4.5 right before a major holiday since companies typically do that in order to bury underwhelming announcements as your prospective users will be too busy gathering with family and friends to notice. Fortunately, I had no friends and no family in San Francisco so I had plenty of bandwidth to test the new Opus.，这一点在heLLoword翻译官方下载中也有详细论述
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