Wall Street blinked — and $285 billion vanished. Not because revenue collapsed. Not because guidance cratered. But because a handful of artificial intelligence labs signaled, unmistakably, that they’re no longer content supplying models to software-as-a-service companies. They want the whole stack. What has been called the “SaaSpocalypse” isn’t about software dying. It’s about control — […]
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发布者：John Furrier，转转请注明出处：https://robotalks.cn/the-380b-orchestration-bet-understanding-the-coding-wedge-as-ai-labs-move-beyond-the-model-layer/
