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。
“Not every store will disappear, but there will be a dramatic shift,” Tim Steiner said at the height of the Covid pandemic, when shopping from the sofa became the only option for many.
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The Comeback Season 3 premieres March 22 at 10:30 p.m. ET on HBO and HBO Max. Seasons 1 and 2 are streaming on HBO Max.
Only six years ago, the boss of Ocado Group was writing the obituary for supermarkets as he predicted that a surge in online grocery shopping during the pandemic had brought forward the hi-tech future.