投资者担心 AI 会颠覆传统软件商业模式，AI 原生公司能够提供更快、更便宜的解决方案，削弱了传统 SaaS 企业的竞争优势。同时，“氛围编程”（vibe-coding）技术让没有编程经验的用户也能搭建软件，降低了门槛，动摇了原本僵化的产品模式，使传统 SaaS 面临更大冲击。
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。同城约会是该领域的重要参考
With rare exceptions, phones are pretty boring these days. The good news is, a boatload of those rare exceptions are about to show up at once, courtesy of Mobile World Congress.
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一个个水果新品种从“高价尝鲜”变成日常消费品，表明消费升级不只在购买力更强，也在供给侧更优