软件公司

10 atoms · 跨 7 天 · 首见 2026-04-28 · 最近 2026-06-28

三色: 🟦 fact 1 · 🟥 take 9 · stance ▲5/▼3/◆1

来源: X 10

时态: fresh:8 · stale:1 · aging:1

标签: 好观点:8 · 好思考:3 · 好问题:1

叙事 (narrative) (5)

• 2026-05-18 · 股价反弹性质判断
  I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer
  tags: 好观点·好思考 · → daily
  value: direction=not_rotation
• 2026-06-28 · 将比 AI 本身更受益
  最近拿AI干了那么多活才，能真正体会Jensen说“软件”会从AI中获益的
  tags: 好观点 · → daily
• 2026-06-28 · 能用最新最先进模型
  软件公司才是能用到最新最先进模型的“上等人”
  tags: 好观点 · → daily
• 2026-06-05 · 收入来源
  where does the money go if you sell software and don't buy hardware?
  tags: 好问题 · → daily
• 2026-05-08 [老化中] · 估值基础在变化
  整个软件估值基础在变化的动荡期间
  tags: 好观点 · → daily

预测 (forecast) (4)

• 2026-05-18 · 成为领导板块时间预期
  Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me
  tags: 好观点·好思考 · → daily
  value: date=2027
• 2026-04-28 · 雇佣条款建议
  Software companies are going to have to start adding a "no AI lab defection" clause to employment contracts for CTOs.
  tags: 好思考 · → daily
• 2026-06-16 · 未来在细分赛道像ultracode那样靠工程化作品让用户24小时烧token
  以后好的软件公司不是卖坐席，而是在细分赛道像ultracode这样。能让你24小时通过他，不停烧token的工程化作品
  tags: 好观点 · → daily
• 2026-06-01 · 前景
  This is actually an incredible time to be a software company
  tags: 好观点 · → daily
  value: direction=positive

立场 (position) (1)

时间轴 (近 20)

• 2026-06-28 · narrative · 将比 AI 本身更受益 · → daily
• 2026-06-28 · narrative · 能用最新最先进模型 · → daily
• 2026-06-16 · forecast · 未来在细分赛道像ultracode那样靠工程化作品让用户24小时烧token · → daily
• 2026-06-05 · narrative · 收入来源 · → daily
• 2026-06-01 · forecast · 前景 · → daily
• 2026-05-18 · narrative · 股价反弹性质判断 · → daily
• 2026-05-18 · forecast · 成为领导板块时间预期 · → daily
• 2026-05-08 · narrative · 估值基础在变化 · → daily
• 2026-04-28 · position · 损失水平 · → daily
• 2026-04-28 · forecast · 雇佣条款建议 · → daily

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