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I don’t agree. I think that what these investors are missing are all the software that will be built on top of the intelligence provided by the frontier labs. They are still not seeing the top layer of the Gen AI stack that will replace the current role of the SaaS layer in the cloud industry stack. This layer will be comprised of all those connections, source of context, and security sandboxes required to run the agents.
，这一点在体育直播中也有详细论述
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