Parting notesThe landscape is moving in a clear direction. There is a lot of exciting new tech out there, with people constantly pushing the limits of cold starts toward faster, securely isolated workloads using Python decorators and other novel approaches to make microvms feel like containers. I am excited to see what comes next in this space. It is definitely an area to watch.
市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀，增长前景更加不确定，这让投资者难以判断合理估值，导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级，分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。，更多细节参见同城约会
。业内人士推荐WPS官方版本下载作为进阶阅读
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But the note cautioned against treating AI as an “immediate fiscal windfall.” Before productivity fully kicks in, governments face upfront costs that could strain budgets already burdened by post-pandemic debt. Government spending explicitly earmarked for AI remains modest—often only a fraction of a percent of GDP—but a sea of hidden costs could make the transition much more difficult for budgets to handle.